Portfolio manager Keith Richards says opportunities are coming, but you must have cash to take advantage of them. This will not be the end of the world. It’s a much-needed   Read More

“Moves by the [HUV] index above its 20-, 50- and 200-day moving averages is the preferred trigger for a seasonal trade (that is, to sell) lasting to at least mid-October   Read More

Seasonality analyst names this conservative ETF, with a basket of diversified international healthcare stocks (which, he says, trumps all other market sectors), as his current ‘best buy’.

Market volatility will be   Read More

Here’s an ETF that invests in companies that not only pay dividends, but raise them year after year. This gives you capital appreciation and a growing stream of income.

iShares S&P/TSX   Read More

Do you have cash sitting in your brokerage account doing nothing at all. Don’t expect your broker to do anything about it. You have to do it yourself.

Money-market funds used   Read More

Behavioural finance analyst Ken Norquay says: Be alert for a sell signal in both stocks and bonds. We should be preparing to buy gold and oil ETFs.
Gold bugs are investors   Read More

ValueTrend portfolio manager Keith Richards says the leading sectors within the TSX 300 index do not support a lasting bull market at this time.
The trouble with the TSX index is   Read More

Technical analyst and portfolio manager Keith Richards of ValueTrend Wealth Management loves to trade Exchange Traded Funds that are stuck in sideways trading patterns.
I love sideways stock patterns. In fact,   Read More

There are two types of ETFs you should be wary of if you want to avoid risks. We’ve sidestepped these risks with our 13 “Best Exchange-Traded Funds For You”.

One of   Read More

“Our bank pick is trading at valuations that are compelling enough to justify buying it at present prices. Our pipeline pick is a hedge of sorts against lower bond yields,”   Read More

There are two types of ETFs you should be wary of if you want to avoid risks. We’ve sidestepped these risks with our 13 “Best Exchange-Traded Funds For You”.

One of   Read More

“Our bank pick is trading at valuations that are compelling enough to justify buying it at present prices. Our pipeline pick is a hedge of sorts against lower bond yields,”   Read More

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.

Previously   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

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.

Cannabis has   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