Canadian REITs are breaking out from a very long resistance point. ValueTrend portfolio manager Keith Richards says it’s OK to own REITs over the summer.
Despite the strong markets in the   Read More

Biotech stocks typically get a second wind after the American Society of Clinical Oncologists annual conference in June and climb for the rest of summer. “Usually it’s in late June,”   Read More

Long term buy-and-hold strategies rely on up trending markets. Long term buy-low-sell-high strategies rely on volatility. That’s why behavioural finance analyst Ken Norquay recommends incorporating selling into your investment strategy.
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Pete Seeger’s 1950s hit ‘Turn! Turn! Turn! To everything there is a season’ popularized the message of Ecclesiastes 3:1-8. So why, behavioural finance analyst Ken Norquay wonders, does the securities   Read More

A top-10 Canadian bank and a CAD-hedged ETF tracking the Dow Jones Industrial Average are PI Financial portfolio manager’s current top two stock picks.
Feeling bullish? If so, Vancouver-area portfolio manager   Read More

The investment industry relies heavily on investors owning individual company stocks traded on stock exchanges. But behavioural finance analyst Ken Norquay says we can use exchange-traded funds to invest in   Read More

Exchange-traded funds (ETFs) offer you much lower management fees than do mutual funds. Plus, the best ETFs give you well-diversified, tax-efficient equity portfolios. And some are great for income investors   Read More

Pete Seeger’s 1950s hit ‘Turn! Turn! Turn! To everything there is a season’ popularized the message of Ecclesiastes 3:1-8. So why, behavioural finance analyst Ken Norquay wonders, does the securities   Read More

A top-10 Canadian bank and a CAD-hedged ETF tracking the Dow Jones Industrial Average are PI Financial portfolio manager’s current top two stock picks.
Feeling bullish? If so, Vancouver-area portfolio manager   Read More

Exchange-traded funds (ETFs) offer you much lower management fees than do mutual funds. Plus, the best ETFs give you well-diversified, tax-efficient equity portfolios. And some are great for income investors   Read More

Equity mutual fund managers sense a high risk in the stock market and are increasing their cash reserves. But the amount of cash they hold is restricted by the fund’s   Read More

A top-10 Canadian bank and a CAD-hedged exchange-traded fund tracking the Dow Jones Industrial Average are PI Financial portfolio manager’s current top two stock picks.
Feeling bullish? If so, Vancouver-area portfolio   Read More

When you invest in a new industry, it’s best to use the ‘basket approach’. Spread your investment over a basket of stocks. That way you’re more likely to end up   Read More

Horizons Marijuana Life Sciences Index Exchange-Traded Fund gives you three benefits: diversification across a number of larger marijuana stocks; regular re-balancing by a professional manager; and attractive cash distributions.
[caption id=”attachment_7536″   Read More

The investment industry relies heavily on investors owning individual company stocks traded on stock exchanges. But behavioural finance analyst Ken Norquay says we can use exchange-traded funds to invest in   Read More

Toronto-based Purpose Investments portfolio manager Greg Taylor says the market has rotated from its growth focus to a search for value. He picks two funds for this transitioning market as   Read More

Exchange-traded funds (ETFs) offer you much lower management fees than do mutual funds. Plus, the best ETFs give you well-diversified, tax-efficient equity portfolios. And some are great for income investors   Read More

Seasonal financial analyst Don Vialoux says his ‘best buy’ for the coming months is the base metals sector, and the easiest way to play the sector is through exchange-traded funds,   Read More

If you have new money to invest, we consider the Canadian stock market a good place to put some of your money. We would take this opportunity to invest in   Read More

Equity mutual fund managers sense a high risk in the stock market and are increasing their cash reserves. But the amount of cash they hold is restricted by the fund’s   Read More

Floating-rate bonds and floating-rate bond ETFs offer you a way to protect your fixed-income portfolio from rising interest rates.
In view of rising interest rates, we’ve advised you to shorten the   Read More

When everyone else is selling, ValueTrend portfolio manager Keith Richards starts looking for buying opportunities. He recently reviewed four of the dominant trends in seasonally favourable groups. They are technology   Read More

KISS is an acronym for Keep It Simple, Stupid, a design principle first promulgated by the US Navy in 1960. The KISS principle states that most systems work best if   Read More

Legendary New Brunswick oil (and everything else) magnate K.C. Irving’s three sons were both affectionately and derisively known as Oily, Gassy and Greasy. Seasonality financial analyst Don Vialoux’s use of   Read More

This market is not an easy one for investors. What worked yesterday may cause damage today. Yesterday’s dogs, on the other hand, can become tomorrow’s heroes. You need to watch   Read More

Floating-rate bonds and floating-rate bond ETFs offer you a way to protect your fixed-income portfolio from rising interest rates.
In view of rising interest rates, we’ve advised you to shorten the   Read More

The peak six months of market activity has arrived, and seasonal investing analyst and portfolio manager Brooke Thackray picks the two sectors—and names two specific ETFs—that he’s targeting to rotate   Read More

KISS is an acronym for Keep It Simple, Stupid, a design principle first promulgated by the US Navy in 1960. The KISS principle states that most systems work best if   Read More

Because they trade like stocks, one advantage of ETFs over mutual funds is that you can use limit orders, stop orders and good-through orders for example, and often ETFs also   Read More

Legendary New Brunswick oil (and everything else) magnate K.C. Irving’s three sons were both affectionately and derisively known as Oily, Gassy and Greasy. Seasonality financial analyst Don Vialoux’s use of   Read More

Floating-rate bonds and floating-rate bond ETFs offer you a way to protect your fixed-income portfolio from rising interest rates.
In view of rising interest rates, we’ve advised you to shorten the   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

This market is not an easy one for investors. What worked yesterday may cause damage today. Yesterday’s dogs, on the other hand, can become tomorrow’s heroes. You need to watch   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

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

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

‘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

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 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

Domestic and international demand have aligned with the historic seasonal trends for base metals. Seasonal analyst Don Vialoux recently told Investor’s Digest readers which two exchange-traded funds to buy as   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

Technical analyst Brian Hoffman gives his advice on eight precious metals mining stocks and an exchange traded fund that tracks the share price movements of the big precious metals miners.   Read More

Vancouver-based HollisWealth® portfolio manager Elvis Picardo, thinks it would be safe to assume that market volatility will be higher this year than it has been in the last couple of   Read More

You are better off picking individual stocks rather than buying an ETF for Canadian tech stocks. That’s because 70 per cent of the iShares Canadian technology ETF is weighted in   Read More

In the debate over whether it’s best to invest actively or passively, it’s easy to lose track of the availability of a third option. Combining both investment approaches can be   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

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

Vanguard’s Dividend Appreciation Index Fund gives you a diversified portfolio of stocks that have raised their dividends for at least 10 years in a row. It should go up with   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

It’s said that gold comes out of dark underground mines only to disappear into dark bank vaults. When we publish our gold stock survey, we do outline the yellow metal’s   Read More

Vanguard’s Dividend Appreciation Index Fund gives you a diversified portfolio of stocks that have raised their dividends for at least 10 years in a row. It should go up with   Read More