“Every dog has it’s day dog, when the big dog throws him a bone / One moment in the sunshine when your ducks lined up in a row / Lucky   Read More

RRSPs, RRIFs, TFSAs, PPPs, critical illness insurance, long-term care insurance, high-limit disability insurance, life insurance, joint-and-last-to-die insurance, charitable donations at death—no wonder we get so tired as we get older!   Read More

We expect interest rates to keep climbing in 2018. Higher rates have hurt the prices of high-yield stocks. They often raise their dividends, however, while bonds never pay more. And   Read More

‘Where there’s smoke, there’s . . . opportunity’ concludes The MoneyLetter after surveying a number of security analysts’ reports on medical cannabis producers in Canada. Companies already established in the   Read More

Investor’s Digest of Canada columnist Mark Halpern, CEO of WEALTHinsurance.com®, answers the seven most-frequently asked questions about retirement problems. He offers cost-efficient and tax-efficient solutions that will safeguard your finances   Read More

Many investors recognize the likelihood that developing countries will grow at a faster rate than will developed countries over coming years. That’s simply because they’re so under-developed now. But some   Read More

Consumer retail stock Loblaw Companies is expected to earn more this year and next. That’s partly thanks to buying back its shares. The company is investing in electronic commerce. It   Read More

Noting that the price of gold to silver sits at a ten-year high of about 80-to-one, PI Financial’s precious metals and mining analyst Chris Thompson picks three established mining stocks   Read More

‘Buy high, sell low, repeat until broke’ is an emotional investment strategy best left to lemmings. The MoneyLetter’s behavioural finance columnist Ken Norquay says feeling emotions is okay: reacting to   Read More

Consumer retail stock Canadian Tire is earning more as its same-store sales rise and its gross profit margin expands. Its planned acquisition of Helly Hansen knocked down its shares. The   Read More

The US Federal Reserve continues to tighten its monetary policy which causes bond yields to move higher. You should maintain a short duration for your bond holdings by transitioning into   Read More

A global oil and gas stock that yields about six per cent and a financial services stock yielding about 10 per cent are Toronto-based portfolio manager Michael Sprung’s two favourite   Read More

The MoneyLetter recently surveyed analysts’ reports on Canadian consumer retail stocks and was intrigued by the juxtaposition of two that it found—a centuries old icon focused on high-end fashion apparel   Read More

Cardinal Health’s problems with Cordis, plus the negative impact of generic drug pricing on company profits, has given us pause on this healthcare stock. We recommend that purchases be deferred   Read More

Though balanced funds are extremely popular with Canadian investors, we see little appeal in these investment products. It’s better to create your own balanced fund by selecting stock funds and   Read More

New Jersey Mining has generated sustainable mining operations in Idaho while achieving discovery success as an emerging producer in a difficult market. Investor’s Digest of Canada columnist Mike Kachanovsky.
While   Read More

Accountant Mark Goodfield, aka The Blunt Bean Counter, warned The TaxLetter readers in April about new reporting rules regarding the sale of a principal residence. Simply put, if you sold   Read More

The Canadian stock market has trailed other markets and is down so far in 2018. Growing company profits have done little to revive stock prices. We’re not comfortable sounding like   Read More

Portfolio manager John Stephenson has concerns that peaking earnings, economic growth, rising inflation, a flattening yield curve, and a maturing business cycle are weighing on stocks. Despite investor angst, fundamentals   Read More

Algonquin Power’s increased ownership of of Atlantica Yield is part of its strategy to enter global clean energy and water infrastructure markets. Algonquin is a buy for growth and income.
Algonquin   Read More

As we celebrate Queen Victoria’s 199th birthday this week-end with fireworks, two-fours (Victoria herself preferred Vin Mariani), a public holiday (the only place other than parts of Scotland to do   Read More

“If we had a rating above ‘top pick’ we would be applying it to STEP.” Clearly CIBC Capital Markets is enthused about a recent acquisition by STEP Energy Services. The   Read More

In February, pipeline stock Enbridge Inc. became the poster company for what can happen when a stable, solid, dividend-producing blue chip stock takes a walk on the wild side, at   Read More

Retirees are often advised to avoid risk by buying government bonds and holding them to maturity. But this exposes retirees to the risk of losing purchasing power due to inflation.   Read More

When stocks are bullish and most equity funds are rising, making money seems the only factor to consider. But markets aren’t always like that. And you still need to invest   Read More

Every month Investor’s Digest of Canada surveys security analysts for their buy, sell, hold recommendations on more than 1,000 Canadian companies. Most recently, Canadian Natural Resources topped the list with   Read More

The US dollar (USD) rises when stocks fall more often than not. If you believe, as The MoneyLetter columnist Keith Richards does, that there is reason for a substantial market   Read More

Every month the Money Reporter, the newsletter for investors whose interest is more interest,  publishes its list of recommended bonds and preferred shares.
What to do about bonds now
After spiking a   Read More

The strength of The Investment Reporter stock selection system lies in not attempting the near-impossible task of outsmarting all other investors consistently (which is what you have to do if   Read More

Investor’s Digest of Canada columnist Mike Kachanovsky has uncovered a micro-cap stock that harbours the desire to become the dominant platform serving the Russian e-commerce and social media market. He   Read More

Accountant Mark Goodfield (aka The Blunt Bean Counter) recently warned subscribers to The TaxLetter of some costly common investment mistakes and how to avoid them.
The duplication of investments is one   Read More

Here are six technology stock buys that offer capital gains potential over the next few years. Four others of the 10 tech stocks we follow regularly are holds—mostly because they’re   Read More

The MoneyLetter recently surveyed security analyst reports on the oil and gas industry and found some very mixed feelings about the prospects for the near-term future of the industry. A   Read More

Vancouver-based portfolio manager and chartered financial analyst Elvis Picardo takes a look at recent market volatility and finds two stocks, both already giants in their sectors, as the two best   Read More

We’re always on the lookout for small companies that, over time, may grow into solid, mature entities. Two US companies—The Gorman-Rupp Company and PC Connection, Inc.—have that potential.
In the course   Read More

Every month the Money Reporter, the newsletter for income-oriented investors, publishes its list of 25 recommended common stocks and 16 recommended mutual equity funds.
What to do about common stocks now
There’s   Read More

A mouse trap it isn’t, but the world’s Holter monitor wearers may want to beat a path to the door of medical technology stock iRhythm Technologies Inc., a digital health   Read More

Behavioural finance analyst Ken Norquay encourages investors to create an action plan when the market is less emotional than it is now. Create a data-based program that tells you when   Read More

A study shows that from 1900 to 2017, dividends produced 90 per cent of the returns of investors worldwide. So focus as much on dividends as on profits and government   Read More

The Investor’s Digest of Canada, in its regular ‘Views of Leading Analysts’ feature, recently noted three Canadian junior gold stocks favored by Toronto-based PI Financial analysts, Brian Szeto and Philip   Read More

Scotia Canadian Dividend Fund has led its peer group this year, and it delivered excellent results last year. But it has also done well over longer time frames. It’s well   Read More

So many toys. So little time. So too with small cap stocks. And why not? There are lots to choose from. Small caps represent 60 per cent of the stocks   Read More

TransCanada has raised its dividend by more than 10 per cent. What’s more, the dividend may continue to grow at an average annual rate of eight to 10 per cent   Read More

Recent weakness in the Canadian market leads us to recommend Canadian equity funds for new purchases right now. Higher stock valuations in the US have made international equity funds the   Read More

Analysts follow as many as 20 stocks, most of which are rated “buys”. Of those buys, an analyst has one or two special favourites seen as most suitable for new   Read More

Contributing TaxLetter columnist Mark Halpern, CFP, TEP, spends a lot of time with generous and fortunate people who will have accumulated a lot of money by the time they die.   Read More

Our Investment Planning Committee has added growing agricultural products manufacturing stock Ag Growth International to our list of Key stocks. The stock is a buy for further long-term share price   Read More

Retail stocks have been struggling for some time now, but all is not lost. There are some bright spots in the consumer discretionary sector—those companies that are off-price retailers or   Read More

The stock market survived Black Monday in 1987 because the underlying economy was strong. Odlum Brown vice-president and research director Murray Leith recently told subscribers to Investor’s Digest of Canada   Read More

Here are two very conservative energy stocks with dividends that should satisfy income-oriented investors.
Canadian Utilities’ (TSX—CU) unregulated businesses weighed on its financial results in the fourth-quarter. But most of the   Read More

Here are seven conglomerate stocks that offer capital gains potential over the next few years. Three other conglomerates we follow remain on ‘hold’, including General Electric whose turnaround will likely   Read More

Recent federal tax reforms in the US will have a positive effect on restaurateurs’ tax bills, says Jason West, lead Credit Suisse analyst for the US restaurant sector. He predicts   Read More