Warrants are alternative investments to the stocks they give you the right to buy. And they cost a lot less than those stocks you have a right to buy. Also,   Read More

Alternative investments such as gold and silver bullion are stuck in a bear market that is still intact. So says Toronto-based Brian Hoffman, CPA, CA, a member of the Canadian   Read More

Assuming the global economy gradually improves, we expect corporate bonds to outperform government bonds. Straight preferreds have performed well relative to rate-reset issues and fixed-floaters, both of which have been   Read More

Bond and mortgage funds, treasury bills, stripped bonds and coupons and mortgage-backed securities help reduce short-term volatility and risk. Also, some of their timing features come in handy when planning   Read More

The new cumulative contribution limit on a Tax-Free Savings Account is $41,000. Everybody should have a TFSA. TFSAs are the best thing offered to investors by the federal government since   Read More

Investor’s Digest of Canada regularly publishes essential information on the most widely-covered income trusts by leading analysts across Canada. Of the 49 income trusts followed by Investor’s Digest, here are   Read More

Some income-seeking investors are turning to preferred dividend stocks to increase the cash they earn. But this can cost them money if they ignore the yield-to-call on older preferreds.
Some income-seeking   Read More

Markham, Ontario-based Mark Halpern is a Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP) and CEO of WEALTHinsurance.com and illnessPROTECTION.com. He says new rules are coming in 2017 but   Read More

Some lesser-developed countries look attractive. But investing abroad exposes you to considerable risks. So your strategic investment objectives should include finding safer ways to profit. One is to buy the   Read More

Every month the Money Reporter publishes a comprehensive list of best Canadian corporate bonds, Canadian federal and provincial government bonds and Canadian preferred shares─both straight and floating rate─that it recommends   Read More

Few gamblers make money. But if taking the occasional punt gives you some fun, then go ahead. We wouldn’t deny you the thrill. But be aware that it is a   Read More

ADRs (American Depositary Receipts) make it easy for you to buy overseas companies and provide you with an extra measure of safety that you would not get with a direct   Read More

The Money Reporter tells you where to get the best GIC interest rates, best bond investments from both government and corporate issuers, and the best straight and floating rate preferred   Read More

John Stephenson, portfolio manager and president of Toronto-based Stephenson & Company Capital Management Inc., says the recent dramatic decline in the greenback is unlikely to be sustained for an extended   Read More

After posting modest returns in 2014, Canadian bonds have gotten off to a strong start so far this year. Year to date, the FTSE Universe Bond Index has gained 4.2   Read More

Nature is springing back to life. But the markets are likely to correct significantly. Rebalance to emphasize cash and low-beta stocks. Keith Richards, portfolio manager at Barrie, Ont.-based ValueTrend suggests   Read More

The Money Reporter regularly publishes tables of recommended government bonds, corporate bonds and preferred shares suitable for income-oriented investors. The monthly Fact and Advice Sheet also gives guidance for current   Read More

Brookfield Infrastructure Partners L.P.  is a publicly traded limited partnership that engages in the acquisition and management of infrastructure investments on a global basis. Its current business consists of the   Read More

Two Canadian companies with a global reach─one focused on tangible assets, the other on intangible assets─are rated ‘best buys’. These two Canadian multinationals are most suitable for new buying now.
When   Read More

Every month Money Reporter subscribers know where they can get the best GIC, RRSP, Term Deposit and Money Market interest rates in Canada.
GIC rates continued to fall following the Bank   Read More

 “As a technical analyst, I tend to avoid making longer-term predictions about markets, sectors or commodity prices. I find that forecasting market movements or events out beyond a few months   Read More

 What to do about bonds

Canadian bonds have produced strong total returns so far this year. The FTSE Universe Bond Index, which covers over 1,300 Canadian bonds, has returned 3.5 per   Read More

Putting money into your Registered Retirement Savings Plan, or RRSP, is a great way to start planning for your retirement. And there’s no better time to start thinking about your   Read More

Writing in The TaxLetter, Mark Halpern, a Certified Financial Planner and Trust and Estate Practitioner with Markham, Ontario-based illnessPROTECTION.com outlined several easy ways to help you and your family find   Read More

Emerging markets have taken it on the chin lately. But this doesn’t mean it’s time to jump ship. For value-oriented folks, these markets are still good places in which to   Read More

Puts and calls may seem a little bit exotic at first, but their potential to earn you some handsome extra income may well be worth it.

At the Money Reporter, we   Read More

Although many investors buy the units of real estate investment trusts, or REITS, and other high dividend-paying stocks for their attractive income — and maybe also for capital appreciation —   Read More

How much foreign content you choose to hold in your portfolio should depend on your investment objectives, time horizon and risk tolerance. But when you calculate your foreign content, remember   Read More

In every issue of the Money Reporter we provide you with a table of various interest rates. Along with this, we often provide a description of how these rates have   Read More

American Depositary Receipts, or ADRs, give you ownership in companies based outside of Canada and the U.S. This can give you several benefits. One is diversification—geo-political and industrial. It’s tempting   Read More

Real Estate Investment Trusts (REITs) are looking pretty good in current markets. After lagging the S&P/TSX Composite Index for much of 2014, the S&P/TSX Capped REIT Index held up well   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

Warrants cost a lot less than the stocks they give you a right to buy—and when stock prices rise, warrant prices often rise faster. But warrants are also far riskier   Read More

Once upon a time, a family was eligible for a double principal residence exemption. However, in the early 1980s, the tax rules were changed. Now there is essentially a one-principal-residence-per-family   Read More

There’s been little market action in either gold or silver over the past few months, says John Embry, chief investment strategist for Toronto-based Sprott Asset Management.

For one thing, both July   Read More

Aston Hill VIP Income Fund (TSX – VIP.UN) continues to benefit from strong equity market returns, particularly in the U.S., as well as relatively attractive performance in the high-yield credit   Read More

There is nothing more joyful than the birth of a child. It is a very emotional time for parents and grandparents as they make lofty plans for the baby’s future   Read More

Paying capital gains taxes may be an inevitable result of successful investing. But the longer you can delay the inevitable, the greater will be your ultimate success.

Sector funds offer aggressive   Read More

Dave Keil, P.Eng., MBA, CFA, runs a small closely held fund from his base at Providenciales in the Turks and Caicos. Originally from Toronto, Dave draws on a wealth of   Read More

Royalty trust ARC Resources Ltd. (TSX—ARX) got off to a strong start this year. With record first-quarter production and funds from operations (FFO), the company says it’s well on its   Read More

“Believe it or not, one asset class I’ve always found that stacks up well is timberland. This is especially true when stock market indexes seem on the verge of tumbling   Read More

Brookfield Infrastructure Partners L.P. (TSX-BIP.UN) owns and operates high-quality utilities, transport and energy assets in North and South America, Australasia, and Europe. It also seeks acquisition opportunities in other infrastructure   Read More

Mark Halpern, a Certified Financial Planner and Trust and Estate Practitioner, says that in his business he encounters many people who are well established and working hard with good jobs.   Read More

Here are three real estate investment trusts that we recommend for buying at recent prices.

Canadian Real Estate Investment Trust or CREIT (TSX-REF.UN), delivered strong financial results in its first quarter,   Read More

Most investors would consider a loss of, say, 30 per cent in a year a disaster. Many would be completely shocked to lose money over 10 years. But what about   Read More

Look beyond North America’s borders and benefit from ADR investing

ADRs, or American Depositary Receipts make it easy for you to buy overseas companies and provide you with an extra measure   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 favorites seen as most suitable for new   Read More

Building an investment portfolio is a particularly difficult task at potential turning points in the market.

At market lows, investors not only have to be aware of additional downside risk, but   Read More

Your house is likely your biggest investment. And your job is likely your biggest source of income. As a result, invest in a way that diversifies away from your house   Read More

Public Canadian companies are required to include the cost of stock options among their expenses. We like this accounting rule for several reasons.

First, stock options can work against you. After   Read More

Individual investors once had few asset classes (or types of investments) to choose from: There were common stocks, fixed-income investments (including preferred shares) and cash such as Treasury bills or   Read More

This $99,516 portfolio for income shows how you can buy stocks and trusts to receive a regular paycheque. Seven stocks pay dividends at different times of the year. Cycle 1   Read More