To be adequately diversified, you need to invest in a variety of income securities.

In general, we recommend that you limit income trusts to about 20 per cent of your portfolio.   Read More

Discover a silver lining that comes from moving for school or work from The Tax Letter.

Find out if you qualify for this tax benefit
My eldest daughter is moving into her   Read More

There are some market participants who hold the view that 2023 may bring a slowdown in the global economy amounting to a recession. Accordingly, investors may be looking for assets   Read More

We update you on each of our income trusts and income stocks on a regular basis, as well as in between those rotating updates where events warrant.
Keyera Inc. (TSX—KEY)

Dean Setoguchi,   Read More

Oil is one of my top sector picks for 2023. I am bullish on oil for a number of reasons. JPMorgan Chase & Co. recently noted that U.S. President Joe   Read More

Often thought of as risk-free, government bonds can pose considerable risk to your portfolio.
As they approach retirement, many investors believe they should hold a large proportion of their investment portfolio   Read More

The Abu Roash Formation in Egypt has largely been untouched and this junior oiler is planning to use its state-of-the-art western technology to unlock the oil that lies underneath.

TAG Oil   Read More

Follow what major financial analysts have to say about these well-known North American retailers.

Canada Goose Holdings Inc. (TSX—GOOS)
Canada Goose has navigated the pandemic well, retaining product and price discipline while   Read More

We’ve upgraded American Key stock The Walt Disney Company to a buy, no longer a hold. We expect its shares to keep going up as its earnings grow quickly. But   Read More

To be adequately diversified, you need to invest in a variety of income securities.

In general, we recommend that you limit income trusts to about 20 per cent of your portfolio.   Read More

Bunker Hill Mining Corp. (CSE—BNKR) is bunkering in Idaho, through the prolific Silver Valley. The prefeasibility study (PFS) had been done earlier, but a more recent update shows the mineral   Read More

Some companies will reinvest your dividends into new shares at a discount to their stock market price. It’s called a Dividend Reinvestment Plan (DRIP). That is, you can buy a   Read More

Operating in more than one profitable industry reduces Toromont’s risk. It has the potential to offset a downturn in any one industry with an upturn in another.
Toromont Industries Ltd. (TSX—TIH)

Toromont   Read More

Both companies are said to be exemplary at repaying debt and shareholders.
Cenovus Energy Inc. (TSX—CVE; NYSE—CVE)

Jefferies analyst Lloyd Byrne says Cenovus Energy Inc. (CVE-TSX, $23.02; CVE-NYSE, US$17.08) remains inexpensive relative   Read More

Canada plans to tax share buybacks by two per cent starting January 1, 2024. U.S. already taxes buybacks by one per cent. This could persuade companies to raise their dividends   Read More

Laurentian Bank Securities analyst Frederic Blondeau notes on Oct. 28 that significant macroeconomic risk is in play for Allied Properties REIT – Canada’s dominant Class 1 Office landlord (that’s heavily   Read More

Clarity is important in our lives. Unfortunately for investors, clarity is rare in the investment world.

Financial news is full of contradictory statements and contradictory opinions. For example, we have known   Read More

The run-up in interest rates make interest income more appealing, of course. But only if you can shelter this income from income taxes. After all, unsheltered interest income is taxed   Read More

We update you on each of our income trusts and income stocks on a regular basis, as well as in between those rotating updates where events warrant.
Keyera Inc. (TSX—KEY)

Dean Setoguchi,   Read More

The in-person RealREIT 2022, held at the Metro Toronto Conference Centre on Sept. 8, gave its attendees a welcome return to live conferences after a two-year virtual hiatus. What has   Read More

If you’re following a dollar-cost averaging plan, carry on with it. If you have new money to invest, emphasize conservative funds.

Our current thinking
It could get worse before it gets better.   Read More

The U.S. Inflation Reduction Act of 2022 is a win for clean energy names with U.S. presence, and should help the country drive down emissions. The final legislation allocates US$370   Read More

Property transfers often create significant income tax issues and can be either errors of commission or errors of omission. Over my 25 years as an accountant, I have been referred   Read More

A friend told his three children that the family needed to lower its cost of living in order to pay off the mortgage and other debts more quickly. The children   Read More

The Abu Roash Formation in Egypt has largely been untouched and this junior oiler is planning to use its state-of-the-art western technology to unlock the oil that lies underneath.

TAG Oil   Read More

Often thought of as risk-free, government bonds can pose considerable risk to your portfolio.
As they approach retirement, many investors believe they should hold a large proportion of their investment portfolio   Read More

The key issue these days is runaway inflation and high and rising interest rates in an attempt to bring it back under control.

In 2022, inflation has soared to heights not   Read More

Bunker Hill Mining Corp. (CSE—BNKR) is bunkering in Idaho, through the prolific Silver Valley. The prefeasibility study (PFS) had been done earlier, but a more recent update shows the mineral   Read More

Follow what major financial analysts have to say about these well-known North American retailers.

Canada Goose Holdings Inc. (TSX—GOOS)
Canada Goose has navigated the pandemic well, retaining product and price discipline while   Read More

American Depositary Receipts, or ADRs, give you ownership of companies based outside Canada and the United States. This will further diversify your portfolio by industry and geography.

ADRs give you industries   Read More

Small-cap stocks, of course, come with a type of risk all their own. Small companies in general can, and occasionally do, succumb to events or business conditions that larger companies   Read More

SSR Mining Inc. has received the necessary regulatory approvals from the Turkish Government and will restart its operations at the Copler mine (owned 80 per cent by SSR Mining).

SSR Mining   Read More

Operating in more than one profitable industry reduces Toromont’s risk. It has the potential to offset a downturn in any one industry with an upturn in another.
Toromont Industries Ltd. (TSX—TIH)

Toromont   Read More

Financial analysts use these ratings to gauge the value and the growth of a company’s stock. Here you can learn and apply these rating systems to help you manage your   Read More

Hedge funds have been getting a lot of press lately. None of it addresses this very real issue. Proponents of hedge funds often ask: “Why should you make money only   Read More

Your grandfather’s bonds were bought to provide safe, secure income with the added bonus of security of principal upon maturity. However, like black licorice made from licorice root, those days   Read More

Discover a silver lining that comes from moving for school or work from The Tax Letter.

Find out if you qualify for this tax benefit
My eldest daughter is moving into her   Read More

Electric utilities have slipped. Even so, we expect them to outperform bonds in the long run. For one thing, most raise their dividends every year. For another, Canadian dividends are   Read More

The in-person RealREIT 2022, held at the Metro Toronto Conference Centre on Sept. 8, gave its attendees a welcome return to live conferences after a two-year virtual hiatus. What has   Read More

A sampling of company updates, including target price and recommendation, by major brokerage houses. We mainly cover stocks from Canada, and U.S., but also some from Europe and Asia. Here   Read More

A friend told his three children that the family needed to lower its cost of living in order to pay off the mortgage and other debts more quickly. The children   Read More

If you’re following a dollar-cost averaging plan, carry on with it. If you have new money to invest, emphasize conservative funds.

Our current thinking
It could get worse before it gets better.   Read More

The U.S. Inflation Reduction Act of 2022 is a win for clean energy names with U.S. presence, and should help the country drive down emissions. The final legislation allocates US$370   Read More

Against a backdrop of global inflation, higher energy prices, climate change, and complex geopolitical developments stemming from the war in Ukraine, utilities companies play a central role because they create   Read More

We’ve added Fidelity Greater Canada Fund to our Top-40 list. It replaces CI Canadian Investment Fund, which we discuss.

Fidelity Greater Canada
We’ve removed CI Canadian Investment Fund from our Mutual Fund   Read More

We have initiated coverage on two renewable fuels companies: Clean Energy Fuels Corp. (NASDAQ—CLNE) and Darling Ingredients Inc. (NYSE—DAR).We rate Clean Energy at “sector outperform” with a one-year price target   Read More

Property transfers often create significant income tax issues and can be either errors of commission or errors of omission. Over my 25 years as an accountant, I have been referred   Read More

Consider using part of your wealth to buy a life annuity from an insurer. It will provide you with monthly payments for the rest of your life—just like a defined   Read More

In my stock market book, Beyond the Bull, I emphasized the inter-connected nature of the financial markets. Everything is connected to everything else. At this stage in the cycles, the   Read More

We are pleased to present our latest RBC Capital Markets U.S. Small Cap Growth Idea list for tech. This is a quarterly list of our highest-conviction Small Cap Growth recommendations   Read More

In the past, buying all the shares that make up a stock index was a course of action available to only the largest investors. These past couple of decades, however,   Read More

Here’s what we expect the stock market and the economy to do over the next 180 days. The key issue these days is runaway inflation and high and rising interest   Read More