If China starts to sell a small portion of its holdings of US bonds and bills, US interest rates could go even higher. China has a very significant ‘ace in   Read More

Shorten the average term to maturity of your bond holdings, and more importantly their duration, by trading into high coupon short term bonds. Any new money you have to invest   Read More

Strip bonds are well suited for RRSPs, RRIFs, or TFSAs. They offer many advantages, such as certainty when planning for income. Remember, however, it’s best to hold strips inside a   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
On July 11,   Read More

If China starts to sell a small portion of its holdings of US bonds and bills, US interest rates could go even higher. China has a very significant ‘ace in   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

PI Financial portfolio manager Guy Lapierre picks three oil and gas stocks and a sugar producer as his ‘best buys’. [ed.–How did a sugar producer get in with his oil   Read More

Bond funds seem like the answer to a number of investor needs. They provide income, apparent safety in your portfolio and even speculation on interest rates. But they fail to   Read More

Interest rates are 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 dividends are taxed   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

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

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

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

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

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
Bonds have begun the   Read More

Strip bonds are well suited for RRSPs, RRIFs or TFSAs. They offer many advantages, such as certainty when planning for income. Remember, however, it’s best to hold strips inside a   Read More

2018 will be another good year for preferred shares. Despite the increases in interest rates so far, low yields still prevail, although some preferreds now offer more attractive yields. We   Read More

Generally, a bond is a loan secured by specific assets. A debenture is really just a loan backed by a promise to pay and maybe secured by a general claim   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
Of the   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. This month the Money Reporter names two   Read More

Stock market speculators should continue to work in Canadian oil and gas stocks and precious metals stocks. Gold, silver, oil and natural gas are all in long-term up trends right   Read More

“Irrational exuberance” is how former US Fed chairman Alan Greenspan described the stock market during the dot-com bubble of the 1990s. Investor’s Digest of Canada columnist Edward Gardiner looks at   Read More

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

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

“Irrational exuberance” is how former US Fed chairman Alan Greenspan described the stock market during the dot-com bubble of the 1990s. Investor’s Digest of Canada columnist Edward Gardiner looks at   Read More

Since 1802, the US dollar has lost 95 per cent of its purchasing power. After inflation, that dollar invested in US stocks would’ve soared to $704,997 by 2012; invested in   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. The longer-term outlook is for yields to   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. We currently recommend a 50-50 split between   Read More

There’s still a few weeks before it’s time to sell in May and go away. Barrie, Ont.-based ValueTrend portfolio manager Keith Richards notes their portfolios still hold plenty of U.S.   Read More

Bond funds account for about 13 per cent of the money Canadians have invested in mutual funds. But these funds do little more than enrich their managers and enslave investors.
We   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
Canadian bond prices   Read More

So you’re a hands-on investor and you want to decide for yourself which investments go into your self-directed Registered Retirement Savings Plan. TaxLetter contributing editor Samantha Prasad, a tax partner   Read More

We believe that the rate of inflation will quicken. This would drive up interest rates. Higher interest rates hurt bonds. Consider investing in shorter-term interest-producing investments. Or buy stocks. Inflation   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
The Canadian bond   Read More

Or “one man’s loss becomes another man’s gain”, according to 1707’s A General Treatise of Monies and Exchanges. There are so many versions of this truism that no credit can   Read More

Regular MoneyLetter columnist Ken Norquay is struggling to remain objective during the word war being waged by the U.S. media and their new president. As an investment advisor, his value   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 falling from   Read More

2016 saw no movement in administered interest rates in Canada after they fell in 2015. While the Bank of Canada remained on the sidelines in 2016, the U.S. Federal Reserve   Read More

The bond market is the largest securities market in the world. High quality bonds provide investors with low-risk income. And ‘laddering’ your portfolio lets you match maturity dates to your   Read More

Regular MoneyLetter columnist John Stephenson offers his stock market outlook for the early days of a Trump administration. Financial stocks should be among the first big winners because of the   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. In December it recommended 38 government bonds,   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

Peter Lynch is a highly successful investor. He’s enthusiastic about stocks that increase their dividends year after year. By contrast, Mr. Lynch cares little for investing in bonds. But a   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. In October it recommended 38 government bonds,   Read More

Will the U.S. Fed raise rates sooner, rather than later, and torpedo the current bond bubble? Some investors are desperately chasing yield in riskier bonds, but that may be insufficient   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. In September it recommended 38 government bonds,   Read More

The yields on 10-year government bonds are far lower than the dividend yields of many stocks. This is like the situation that existed until the mid-1950s. We expect government bonds   Read More

Foreign investors are buying Canadian and U.S. bonds. This is reducing bond yields to record lows. One way to generate more income and beat inflation is to buy blue chip   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. In July it recommended 38 government bonds,   Read More

Technical analyst and portfolio manager Keith Richards says bonds, utilities and consumer staples tend to do well in the weaker market months of May to November. He names some favourite   Read More

Since 1802 the dollar has lost 95 per cent of its purchasing power. After inflation, a dollar invested in stocks in 1802 would’ve soared to $704,997 by 2012. A dollar   Read More

Will the U.S. Fed raise rates sooner, rather than later, and torpedo the current bond bubble? Some investors are desperately chasing yield in riskier bonds, but that may be insufficient   Read More