- Rothenberg

Critical Illness Insurance Kicks In Where Others Leave Off

2/2/2012 10:08:17 AM

You might have seen the news about Sarah Burke, the professional snowboarder who succumbed to her injuries in January. Questions were raised about whether Burke had adequate insurance coverage when her business manager requested donations to cover medical expenses. Regardless of the Health insurance coverage limits, it is clear that a Critical Illness (CI) policy [...]

ONCAP II Hits Home Run With Sale of Canadian Securities Institute

12/30/2010 2:58:22 PM

Canadian Securities Institute Global Education Inc. was recently sold by one of Onex’s private equity funds to Moody’s Analytics for $155 million Cdn. ONCAP paid $25 million for a 91% stake in the company which was spun off by the securities industry back in 2006. Onex’s share of the company was 40%. When the sale [...]

Action List Worth A Look

7/23/2010 10:43:53 AM

Our Canadian research comes from National Bank. Since November, 2009, they have produced an Action list where their analysts provide their best ideas. In conjunction with their recommendations, they also recommend when to sell these holdings based on price appreciation or earnings surprises. From November 30th, 2009 to June 30th, 2010, 27 names have appeared [...]

Tax-Free Savings Account Penalties in Abundance

7/7/2010 12:36:49 PM

With 2009 being the first year that people could contribute to TFSA’s, many used the accounts incorrectly and will be subject to penalties of 1% per month on their overcontribution. 70,000 Canadians will be subject to penalties as many used the accounts like regular bank accounts with deposits and withdrawals taking place on a frequent [...]

Consider Corporate Bonds over Alberta Capital Bonds

2/13/2010 3:15:44 PM

The Alberta government announced the rate on Capital bonds on Friday with a rate of 3.3%. The rate is equivalent to what is available on 5 year GIC’s. Considering limited liquidity, you may want to consider buying corporate bonds or 5 year Fixed Rate Reset Preferred shares. The rates on corporate bonds can be as [...]

Alberta Capital Bonds On Their Way

2/2/2010 11:23:50 AM

Albertans are sure to be inundated with marketing on Alberta Capital Bonds in the coming weeks as the Alberta government looks to individuals to raise capital to fund their current deficits. Details of the offering were provided to financial institutions such as ourselves this week. The bonds will go on sale February 16th until March [...]