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 corporate bonds for a laddered portfolio

In its monthly review of bonds and preferred shares, the Money Reporter recommends two corporate bonds that would fit well in a five-year laddered GIC portfolio.
What to do about bonds   Read More

Harnessing the power of dividends

So a stock pays you less than a dollar a share. Are those pennies really all that important? Maybe more than you think. Long-time strategic investors look particularly for stocks   Read More

Best mutual funds for new money now

Recent weakness in the Canadian market leads us to recommend Canadian equity funds now. Higher stock valuations in the US have made international equity funds the more attractive choice globally.
The   Read More

Interest-sensitive securities still hold appeal

Despite rising interest rates, income securities still have a place in conservative stock portfolios. Yielding 4.1 per cent, Canadian Real Estate Investment Trust is a buy for growth and income.
The   Read More

What to do about mutual funds now

Mining stocks and oil and gas stocks have compelling valuations right now which makes a specialty fund such as RBC Global Resources attractive. If you’d rather track a broad index,   Read More

BoC rate hike drives bond prices lower

The Bank of Canada targeted overnight rate was recently raised to 0.75 per cent. Bond prices fell, of course, so that yields would rise and keep pace with the higher   Read More

Floating-rate preferreds rise with prime rate

Floating-rate preferred shares have advantages and disadvantages. You earn higher income, along with the potential for capital gains, when interest rates rise. But the opposite can occur when rates fall.

We’ve   Read More

Cyclical investing—where are we now?

Cyclical investing works if the timing is right. The key question is: “Is this the right time?” Our current expansion (begun in 2009) is getting long in the tooth. Sectors   Read More

Home country bias hurting Canadians

The S&P/TSX hasn’t shared in the current strength of global stock markets. In fact, the Toronto market has lost ground since it reached an all-time high in February. Only a   Read More

Floating rate preferreds offer some protection

Every month the Money Reporter, the newsletter for investors whose interest is more interest,   publishes its list of recommended bonds and preferred shares. The longer-term outlook is for yields to   Read More

Equity fund has consistently outperformed

Beutel Goodman Canadian Equity Fund hasn’t always outperformed its peers and the Canadian stock market, but it has certainly done so most of the time. It has outperformed its peer   Read More

2 oil and gas stocks teaming up

The combination of two midstream oil and gas stocks—Pembina and Veresen—will create a leading North American energy infrastructure company. Assuming approvals are received, we advise tendering your Veresen shares to   Read More

What to do about bonds and preferred shares now

Every month the Money Reporter, the newsletter for investors whose interest is more interest, publishes its list of recommended bonds and preferred shares. We currently recommend a 50-50 split between   Read More

How many mutual funds should you own?

One question that mutual fund investors commonly ask is: “How many funds should I own?” The number will vary according to how much money you have and how much effort   Read More

Resource funds aren’t for the faint-hearted

Investors who want an equity portfolio that approximates the Toronto Stock Exchange will hold about a third of their portfolio in resource stocks. The further breakdown is: materials stocks (includes   Read More