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

In spite of a large body of evidence that investing in equities produces superior long-term results than does investing in any other class of assets such as bond, money-market securities   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

Seasonal financial analyst Don Vialoux says precious metals and their mining stocks generally reach a seasonal low in July and pick up speed again until late September. Cyclical stocks usually   Read More

While waiting for major US technology stocks to pull back, portfolio manager Guy Lapierre is  putting his clients into two exchange traded funds that he says will profit from the   Read More

Mining stocks and oil and gas stocks have compelling valuations right now which makes a specialty fund such as RBC Global Resources attractive. If you’d rather track a broad index,   Read More

‘Le jour de gloire est arrivé,’ according to Equium Capital Management president Cameron Hurst. Mr. Hurst sees more stability in Germany and riskier opportunities in Italy and Spain, but he   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

Portfolio manager Lorne Zeiler picks a US-based global healthcare stock and a Canadian preferred share exchange traded fund as his current two ‘best buys’ for investors seeking high dividend income   Read More

Technical analyst Brian Hoffman sets share price support levels for three mainstream blue chip stocks, gold and silver bullion, six precious metals stocks and a gold ETF during the traditionally   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

According to BloombergBusinessweek, the number of market indexes now exceeds the number of U.S. stocks. Many of these new benchmarks are created just so they can be tracked by an   Read More

There’s still a few weeks before it’s time to sell in May and go away. Barrie, Ont.-based ValueTrend portfolio manager Keith Richards notes their portfolios still hold plenty of U.S.   Read More

Despite working in the finance industry for nearly 20 years, securities analyst and portfolio manager Randy Cass’ best strategic investment advice to investors is to sit back and let the   Read More

Stock markets keep rising as the precious metals miners’ rally pauses. Technical analyst Brian Hoffman warns that investors should watch support levels in an environment like this. He names three   Read More

Regular MoneyLetter columnist Keith Richards is not one to hide his ‘oil’ lamp under a bushel. He manages money for a living and believes the best way to demonstrate his   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

Regular MoneyLetter columnist Ken Norquay is struggling to remain objective during the word war being waged by the U.S. media and their new president. As an investment advisor, his value   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

Keith Richards, a regular columnist in The MoneyLetter, says short term trading indicators are signalling a market pullback. Long term the bigger picture is largely bullish. He suggests a good   Read More

Investor’s Digest technical analyst Brian Hoffman says trading in gold and silver mining stocks is likely to be quite volatile until it is clear where the precious metal prices head   Read More

Range-bound stocks are reliable if you buy on a bounce off the floor and sell at a ceiling of resistance. Regular Investor’s Digest columnist Keith Richards names four range-bound securities   Read More

If you’d rather not pick a fund manager, then maybe you should just simply pick the market. Exchange-traded index funds (ETFs) make ideal core holdings if you neither want to   Read More

Buying just a Canadian index fund is not good enough. You need to diversify further, especially in Canada where three sectors—financials, materials and energy—are so heavily weighted in the S&P/TSX   Read More

Investor’s Digest of Canada technical analyst Brian Hoffman says rising wedge patterns have formed in the precious metals sector, the oil patch,  financial companies and with broader market indexes. A   Read More

Regular Investor’s Digest of Canada columnist Keith Richards observes that seasonality is a likely catalyst for corrections and suggests some exchange traded funds that may be best suited to capitalize   Read More

Follow the money into cyclical emerging markets or hunker down with some steady defensive stalwarts? The MoneyLetter’s regular investment strategy columnist John Stephenson recommends a combination of two emerging market   Read More