MoneyLetter columnist Keith Richards thinks that the market is ripe for a stronger-than-normal tendency for sector and stock rotation from strong to weak performers in the coming weeks. He names   Read More

It’s best to diversify your portfolio across all five sectors of the economy: finance, utilities, consumer, manufacturing and resources. Remember, though, there’s danger in loading up on stocks in sectors   Read More

The brick-and-mortar consumer goods industry is under direct threat from online retailers like Amazon.com. The consumer goods trend towards ordering products online versus going to a shopping mall is known   Read More

Here are three Canadian stocks in the hardwood and hardware business that operate at various stages from manufacturing to consumer retailing. From outdoor, heavy-duty railway ties and utility poles to   Read More

We expect consumer stock Walgreens Boots Alliance to deliver long-term share price gains. We also expect this ‘dividend aristocrat’ to continue to raise its dividend each year. And we further   Read More

‘Laissez les bon temps rouler.’ And the Cajun French certainly know how to do that. It’s that ability to spend and celebrate, no matter what hardships or geopolitical tensions exist,   Read More

American Depositary Receipts, or ADRs, give you benefits. One is diversification. It’s tempting to call ADRs American ‘Diversification’ Receipts. They give you industries that Canada lacks or has in short   Read More

Timing the Market and Equity Clock founder, Don Vialoux says the season for investing in gold and silver is now (especially silver). He lists his two recommendations for gold and   Read More

Consumer goods stocks Canadian Tire and Loblaw Companies both face similar difficulties with highly competitive market places and expected increases in minimum wages. But growing sales and continuing improvements in   Read More

American Depositary Receipts, or ADRs, give you benefits. One is diversification. It’s tempting to call ADRs American ‘Diversification’ Receipts. They give you industries that Canada lacks or has in short   Read More

Since early June, two of Canada’s premier seafood processing companies have suffered from downward stock price momentum. High Liner Foods suffered through an expensive product recall. Clearwater Seafoods may have   Read More

‘Laissez les bon temps rouler.’ And the Cajun French certainly know how to do that. It’s that ability to spend and celebrate, no matter what hardships or geopolitical tensions exist,   Read More

Blue-chip consumer goods stock Metro Inc. has agreed to acquire drugstore chain Jean Coutu Group. We think that Metro will profit from this transaction. It remains a buy. Coutu’s shares   Read More

Transcontinental Inc. is expected to earn more in the year to October 31. Its earnings are expected to slip a bit next year and the year after that. But as   Read More

BRP Inc. was founded in 1942 as L’Auto-Neige Bombardier Limitée (Bombardier Snow Car Limited) by Joseph-Armand Bombardier. It was spun off by Bombardier in 2003. Canada has fairly few large   Read More

Four times a year The Investment Reporter reviews its outlook for the economy’s five main sectors—financial, utilities, manufacturing, consumer and resources. Its guiding rule is that investors keep at least   Read More

Key stock goeasy’s earnings are growing fast as it expands across Canada. Especially since it buys back its shares. The company has raised its dividend for three years in a   Read More

Consumer goods stock Canada Goose Holdings is a buy for long-term share price gains. But only if you need no dividends and you can accept buying stock in a company   Read More

After a big beer conference, the presidents of all the breweries decide to have a drink in the bar. The president of Labatt orders a Blue, the president of Molson   Read More

Beacon Securities head of research, Toronto-based Doug Cooper, analyzed New Look Vision Group’s latest acquisition and concluded that the transaction not only grows New Look’s store count by about 66   Read More

US consumer goods stock Procter & Gamble rewards its shareholders with dividend increases and share buybacks. Its solid balance sheet and high cash flow will let it continue to reward   Read More

U.S. Key stock Paychex earned record profits again in the year to May 31. Its profits are expected to set new records this year and next. While they’re costly, the   Read More

Thomson Reuters, one of our Key financial services stocks, is expected to earn record profits this year and next. This and excess cash flow will let it continue to reward   Read More

DHX Media is a content production, distribution, licensing and broadcasting company headquartered in Halifax. It develops films & television programs for kids and family across domestic & international markets. DHX’s   Read More

Cyclical investing works if the timing is right. The key question is: “Is this the right time?” Our current expansion (begun in 2009) is getting long in the tooth. Sectors   Read More

On ‘The Back Page’, a weekly feature that examines the market outlook with a focus on a particular industry, The Investment Reporter recently rated seven beverage stocks as ‘buys’—including Molson   Read More

Boyd Group Income Fund yields the lowest percentage distribution of the 50 most widely-covered income trusts surveyed by Investor’s Digest of Canada. But AltaCorp Capital analysts that follow the trust   Read More

Every month, Investor’s Digest of Canada reports on published securities analysts’ ‘buy’, ‘sell’, ‘hold’ advice and their earnings estimates for more than 1,000 Canadian companies. Here are an oil and   Read More

Five big tech stocks have accounted for 41 per cent of the S&P 500’s market capitalization advance of this year. Portfolio manager John Stephenson picks two of them, plus a   Read More

Canadian consumer goods stock Andrew Peller is a dividend aristocrat having raised its dividend for five years in a row. We expect both its shares and its dividends to keep   Read More

Consumer goods stock Saputo Inc. earned record profits again in fiscal 2017. It’s expected to earn record profits this year and next. The company is a ‘dividend aristocrat’. It remains   Read More

Hero today, Zero tomorrow. That’s how ValueTrend portfolio manager Keith Richards reminds himself that sector rotation is becoming faster and more pronounced of late. So who’s hot, and who’s not?   Read More

When you buy stocks in sectors and sub-sectors of the market, keep your portfolio balance goals in mind. If you’re a conservative, income-seeking investor, focus on utilities, financial and consumer   Read More

TripAdvisor Inc. has been labouring to get its new Instant Booking feature humming smoothly. TripAdvisor wants to morph its travel website’s earnings toward bookings commissions from merely click-based revenue from   Read More

Sentry Investments executive Andy Nasr looks to the United States, especially the financial, consumer staples, healthcare, technology, construction and infrastructure sectors, as good places to invest now. When pressed to   Read More

Here are two transportation stocks that offer long-term share price gains and growing dividends. 1) A trucking company whose stock price is rising, dividends are raised each year and its   Read More

Consumer goods and alternative financial services stock goeasy Ltd. is growing fast and raising its dividends quickly. Yet its shares, like Rodney Dangerfield, “don’t get no respect”. They trade at   Read More

Canadian Tire money, or Sandy McTire loyalty bucks, have been around since 1958. People save them for years to make large purchases, other stores have been known to accept them   Read More

Costco’s low gross margin membership-only-warehouse-club model is still working fine, says BMO Capital Markets analyst Kelly Bania. And awareness of its online presence among Costco members, while currently disappointingly low,   Read More

We’ve added Lowe’s Companies to the household goods stocks that we regularly review. This chain of hardware and home-improvement superstores is thriving. It’s a buy for long-term share price gains   Read More

U.S. consumer goods stock Amazon.com, Inc. earned a lot more in 2016. We expect it to keep growing fast as it takes sales away from ‘bricks and mortar’ retailers. It   Read More

John Stephenson, a regular columnist in The MoneyLetter, says there is little doubt that the outlook for the stock market’s path higher will most likely be a bumpy one, as   Read More

Shaw Communications is expected to earn more in fiscal 2017. This blue chip stock’s climbing cash flow will enable it to continue to pay generous, sustainable and growing monthly dividends.   Read More

U.S. President Donald Trump has bullied car manufacturers to shift production from Mexico to the U.S. Some worry that he will start to bully Canadian manufacturers too. Even so, Key   Read More

The North West Company Inc. is a retailer of food and everyday products and services to rural communities and smaller urban neighborhoods in Canada, Alaska, the South Pacific, and the   Read More

PI Financial’s Guy Lapierre’s ‘best buy’ stock is The Walt Disney Company. But he sees a short window of opportunity while this consumer stock enjoys the world-wide release of both   Read More

In 2017, you should focus on high-quality stocks. After all, markets remain volatile. But if you can accept more risk, consider buying stocks we rate ‘Higher Risk’ and ‘Speculative.’ Their   Read More

Gildan Activewear is a supplier of basic family apparel including T-shirts, fleece, sport shirts, underwear and socks. Management owns 11 per cent of the shares, so its interests are very   Read More

Supermarket customers like to complain about long cashier line-ups endured to pay for the ever-rising cost of their groceries. You’ll dislike this a whole lot less if you own the   Read More

American Depositary Receipts, or ADRs, give you benefits. One is global portfolio diversification. It’s tempting to call ADRs American ‘Diversification’ Receipts. They give you industries that Canada lacks or has   Read More

Loblaw Companies is a very conservative defensive consumer stock with a low beta of 0.518 which makes it an excellent choice for income investors seeking stocks that are considerably less   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