John Nicola

The 3 Ds of investing

Preferred shares with adjustable medium-term rates; significant tax benefits on income received for non-registered and corporate accounts; Mortgages on income-producing assets; especially subordinated debt-to-low-loan-to-value first mortgages; Distressed debt in publicly traded companies (this we have done through our private equity LP with Maxam); Other private equity pools that are able to acquire assets at far […]

By John Nicola |June 7, 2010

5 min read

Industry

Tackling the 3 Ds of investing

As part of our annual review of the markets, the economy, and consequently our investment strategies going forward, Nicola Wealth Management organized two seminars whose theme revolved firmly around the impact of massive global government fiscal stimulus and the debt that goes along with it. We discussed the questions that are on everyone’s mind: For […]

By John Nicola |May 31, 2010

5 min read

Market Insights

Equities vs. bonds

As the last vestiges of a rather cold winter come to an end, I wonder if the chilling price drops in equity markets may at long last be ready for recovery. At the end of February 2009, the S&P 500 index was 50% below where it was in March 2000. Since then, March came in […]

By John Nicola |June 1, 2009

4 min read