Dionne Warwick yearned for planes and boats and trains to bring her lover back home to her. The MoneyLetter, alas, has little interest in such romantic yearnings. Our yearnings would   Read More

Lester Asset Management CEO Stephen Takacsy argues that the risk-to-reward ratio is best among emerging stocks, a description that fits both of his ‘best buy’ picks, manufacturing stock Grande West   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

There are strange things done in the midnight sun / By the men who moil for gold; / The Arctic trails have their secret tales / That would make your   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

“No nation was ever ruined by trade.” (Benjamin Franklin); “Trade wars are good and easy to win.” (Donald Trump); “Canadian steel is as big a threat to the national security   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

BCE’s shares tend to act very much like a bond. As interest rates rise, the price of the shares tends to fall to compensate new investors with a higher yield.   Read More

ValueTrend portfolio manager Keith Richards (valuetrend.ca) takes note of five of the larger conglomerate stocks in Canada. He offers a brief bio of their divisions, and (of course!) a technical   Read More

You may find margin useful when you want a short-term bridging loan. Other than that, however, we advise against using margin—especially given the market’s volatility.
Stock prices rose after the US   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

On a recent site visit to Ecuador, PI Financial analysts Chris Thompson and Gary Sidhu saw the importance of being a first mover in an emerging district ripe for discovery.   Read More

The big five banks reported their results for the second quarter of fiscal 2018. They remain buys for further long-term share price gains as well as attractive and growing dividends.   Read More

If gold reaches more than US$1,377.50 per ounce, seasonal analyst Don Vialoux says: “Every analyst on the street is going to be yelling: ‘We’re finally reaching the next secular cycle   Read More

Now that you actually can have breakfast at Tiffany, and that you’ll soon be able to walk into a store and buy marijuana, you might ask yourself what surprises the   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

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 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

A junior marijuana start-up has just closed a deal to buy an enormous former food plant facility in Cobourg, Ontario, that spans 27 acres and once manufactured cereals, dog food,   Read More

Political and regulatory problems can create buying opportunities for the patient investor. Vancouver-based HollisWealth® portfolio manager Elvis Picardo calls on his experience in international capital markets to identify two stocks   Read More

Having come off a bad year for box office receipts, consumer stock Cineplex is determined to diversify its revenue streams so it’s not dependent on the fortunes of the latest   Read More

“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

‘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

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

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

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

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

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

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

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

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

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

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