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

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

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

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 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

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

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

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

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

A number of established medical marijuana producers are preparing themselves for expansion and entry into the soon-to-be-legal recreational marijuana market. The MoneyLetter recently surveyed a number of security analysts’ reports   Read More

‘How High is Up?’ The Three Stooges, in the 1940 short film of that name, found it was on the 97th floor of a Manhattan construction site. MoneyLetter columnist Keith   Read More

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

Strong free cash flow growth at an attractive price has prompted CIBC Capital Markets analysts Robert Bek and Kulveer Grewal to initiate coverage of Canadian growth stock Stingray Digital, a   Read More

With the rapid rise of US stock prices these past several years, it has become increasingly difficult to find reasonably valued stocks in the US market. Here are three stocks   Read More

Investor’s Digest recently reported on Calgary-based Acumen Capital analysts Brian Pow, Nick Corcoran and Ted Bobier’s five favourite growth stock candidates for 2018.
Early trading in 2018 showed strong market   Read More

Here are five broadcasting-related stocks that offer capital gains potential over the next few years. We rate these five stocks as ‘buys’ but we’ve downgraded a blue chip television broadcasting   Read More

Only a Great White North investment letter could see the relationship between these two Canadian consumer stocks. After a smooth riding day on your Ski-Doo or Sea-Doo, you’ll look forward   Read More

Behavioural finance author Ken Norquay adopts a Buddhist prayer to offer his take on some strategic investment advice for the new year.
We’ve just been through what I call The   Read More

Here are two disparate consumer retail stocks to buy. One is an established blue chip stock, a 70-year-old dividend aristocrat that operates drug stores, supermarkets and other grocery stores. The   Read More

The US economy is once again expected to grow the fastest of the G-7 countries in 2018. So we continue to focus on US stocks that do lots of business   Read More

After the biggest tax-reform since the Reagan administration, it is useful to have tax-smart investing strategies for today’s world. Both the US and international markets are expected to rise. With   Read More

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