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

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

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

Don’t time the market

“I can’t recall ever once having seen the name of a market timer on Forbes’ annual list of the richest people in the world.” Peter Lynch.
What is the right price   Read More

2 REITs to buy for growth and income

Here are two real estate investment trusts to buy for growth and income. Both REITS’ units trade at attractive discounts to their net asset values.
Brookfield Property Partners (TSX—BPY.UN)
Brookfield Property Partners   Read More

The differences between bonds and debentures

As a publication focused a good deal on fixed-income securities, a lot of the Money Reporter’s content deals with bonds and debentures. But what’s the difference?

What is the fundamental difference   Read More

How much do management expenses matter?

Management expenses take a chunk out of your mutual funds’ asset values—year after year. But the real question should be whether what you get after costs is worthwhile.

When you’re considering   Read More

Growth investing vs value investing

In our view, a more important factor than style, declared or otherwise, is a manager’s discipline to his or her particular set of decision-making criteria.
Value investing and growth investing. In   Read More

Buy Pembina for growth and income

The outlook for Pembina is more positive as economies around the world gradually re-open and global energy prices rebound significantly.

Pembina likely experienced the worst of the fallout from COVID-19 in   Read More

Where to put new money now

Continue to buy gradually, emphasizing diversified, conservative Canadian and international (ex US) equity funds.

We think US stock valuations are rather high. We therefore recommend new money be added to non-US   Read More