Author: Money Reporter

Money Reporter

The Money Reporter is Canada’s leading personal finance advisory for investors interested in earning more income.

Every two weeks, the Money Reporter updates subscribers on the latest developments in every area of income investment — preferred shares, debentures, bonds, Dividend Re-Investment Plans, the best Canadian stocks for conservative investors and much more.

The Money Reporter is also Canada’s leading source of advice on income trusts. The monthly Income Trust Guide provides in-depth analysis and timely reports with specific buy-sell recommendations.

The Money Reporter is also packed with portfolio planning advice, the best retirement-planning strategies and tax-savings reports. Subscribers always have specific advice they can act on.

Article Index

2 pipeline stocks to buy

AltaGas and Pembina both trade at reasonable multiples of their anticipated earnings per share for 2021.
AltaGas Ltd. (TSX—ALA)
As the world moves toward a more decarbonized ecosystem, AltaGas believes its natural   Read More

Buy CAP REIT for growth and income

CAP REIT offers the best of both worlds with its defensiveness and solid growth potential.

After a year in which real estate stocks have been battered by the COVID-19 pandemic, there’s   Read More

Which investments are suitable for you?

This five-step process will help you sidestep negative consequences by choosing investments that are appropriate for you.

A key piece of the puzzle in making effective investment decisions is to get   Read More

Where to put new money now

Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.

Fiscal stimulus and ultra-low interest rates helped   Read More

Preferred split shares: Are they for you?

The kicker with preferred split shares is that you can get double the dividend you would normally get holding the same shares directly, or even more.
Among our recommended preferred shares,   Read More

2 small-cap stock funds to buy

With small-cap stocks expected to do well in an economic recovery, we like these two small-cap funds for investment now.

Small-cap stocks are enjoying relatively strong returns this year. While the   Read More

How to pick a winning fund

If past performance is no guarantee of future performance, how can you choose a fund?
Some statistics will help pick out the long-term, if not the short-term winners.

Picking tomorrow’s winners among   Read More

Where to put new money now

Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.

Fiscal stimulus and ultra-low interest rates helped   Read More

Buy Fidelity Canadian Opportunities

Fidelity Canadian Opportunities is a buy for above-average long-term growth potential. It joins out Top 40 list in the Aggressive Canadian Stock Funds category.
We’ve added Fidelity Canadian Opportunities Fund (Fund   Read More

Make asset allocation your personal business

One of the least understood, and most overly complex, terms is ‘asset allocation’. For many, this term is little more than an attempt to make market timing sound respectable.

Asset allocation   Read More

The teeter-totter world of bonds

Ideally, you want to buy bonds when interest rates are at their peak, or monetary policy is tightest, because bond prices are at their corresponding lows.

Bonds and debentures come in   Read More

Where to put new money now

Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.

Fiscal stimulus and ultra-low interest rates helped   Read More

Buy Fidelity Canadian Opportunities

Fidelity Canadian Opportunities is a buy for above-average long-term growth potential. It joins out Top 40 list in the Aggressive Canadian Stock Funds category.
We’ve added Fidelity Canadian Opportunities Fund (Fund   Read More

Buy Blue Ribbon for higher yielding stocks

This closed-ended investment trust is cautiously optimistic about higher yielding stocks.
Blue Ribbon Income Fund (TSX—RBN.UN) outperformed the S&P/TSX High Dividend Total Return Index in the first three quarters of this   Read More

Make asset allocation your personal business

One of the least understood, and most overly complex, terms is ‘asset allocation’. For many, this term is little more than an attempt to make market timing sound respectable.

Asset allocation   Read More

The teeter-totter world of bonds

Ideally, you want to buy bonds when interest rates are at their peak, or monetary policy is tightest, because bond prices are at their corresponding lows.

Bonds and debentures come in   Read More

Buy Russel Metals for 2021 recovery

Russel Metals’ earnings per share are expected to decline to $0.63 in 2020 from $1.59 in 2019, and then rebound to $1.56 in 2021, as steel demand and prices gradually   Read More

Buy Blue Ribbon for higher yielding stocks

This closed-ended investment trust is cautiously optimistic about higher yielding stocks heading into the end of the year.
Blue Ribbon Income Fund (TSX—RBN.UN) outperformed the S&P/TSX High Dividend Total Return Index   Read More

‘Return of capital’ explained

Limited partnerships and trusts offer tax advantages and return of capital is one of those advantages.
The return of capital portion of a partnership or income trust distribution can be made   Read More

How does BoC control interest rates?

Through its monetary policy tools, the Bank of Canada can starve the financial system of money, or flood the system, to get rates back to within its desired operating bands.

The   Read More