I head up the team at INK Research and edit the daily Morning INK and weekly Market INK reports. INK stands for Insider News and Knowledge. All ideas subject to our disclaimer available on our INK Research website.
Darcy Keith is Investment Editor of Canada's Globe and Mail and has covered financial markets for 23 years. He was previously Yahoo Canada's senior finance editor, Canwest's national biz editor, and a correspondent for Knight-Ridder Financial News.
I am breaking all the diversification rules right now by keeping almost 90% of my money in AIG. I used to hold ARR or AGNC, but I have switched to AIG in Sept 2012.
Portfolio contents at 12/31/2013
AIG (92%) BAC(4%) BRK.B(2%), AGNC (2%) ARR(1.5%)
Passive investor focused on underfollowed, underappreciated small and mid cap Canadian stocks. Growth at a reasonable price, deep value and special situations. Non-expert ideas. Contact: