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

Portfolio manager Keith Richards, a regular Investor’s Digest columnist, reminds us that mining is not just a precious metals game. He finds some industrial metals that offer intriguing possibilities as   Read More

Have your cake and eat it too. Impossible? Maybe not, says portfolio manager Keith Richards. Mr. Richards names some stock sectors and specific exchange traded funds that you can use   Read More

Investors confused by the plethora of stocks available to build a balanced portfolio often turn to funds as an alternative. That’s when they discover that there seems to be more   Read More

Technical analyst and portfolio manager Keith Richards says bonds, utilities and consumer staples tend to do well in the weaker market months of May to November. He names some favourite   Read More

Most bond funds are conservative, produce reliable returns and are unexciting. But most of them have trouble keeping up with the bond market. That’s why you’re better off buying a   Read More

Have your cake and eat it too. Impossible? Maybe not, says portfolio manager Keith Richards. Mr. Richards names some stock sectors and specific exchange traded funds that you can use   Read More

Voters in the United Kingdom have voted to leave the European Union. The U.S. Fed has signaled that U.S. interest rates will remain lower for longer, perhaps not rising until   Read More

Markets have hit some resistance as the weather has warmed and seasonality is a likely catalyst for the correction. The S&P/TSX Composite Index has found resistance just above 14,000. Technical   Read More

Technical analyst and portfolio manager Keith Richards says bonds, utilities and consumer staples tend to do well in the weaker market months of May to November. He names some favourite   Read More

All that glitters is not gold—especially gold exchange-traded funds that hold no gold but only derivative contracts based on gold. Nick Barisheff is president and CEO of Bullion Management Group,   Read More

Preferred shares have continued to struggle to recoup the losses incurred earlier this year. So far this quarter, the S&P/TSX Preferred Share Index has gained 1.6 per cent, though it’s   Read More

Barrie, Ont.-based ValueTrend portfolio manager Keith Richards thinks so and he offers nine indicators as the evidence that convinced him to adopt a bearish market outlook and a defensive investment   Read More

The value of an exchange traded fund hinges on the assets held in the fund. Toronto-based Canaccord Genuity portfolio manager Kim Inglis tells why you should ensure that the markets   Read More

“To every thing there is a season, and a time to every purpose under the heaven: A time to be born, and a time to die; a time to plant,   Read More

Chartered Market Technician Don Vialoux combines technical, fundamental and seasonality analysis to predict that Canadian metals and mining companies and U.S. industrial companies are set to rise this spring. He   Read More

If you believe a continued market downtrend for the intermediate term is likely, then shorting the market with exchange traded funds, stocks, currencies and gold might be of interest to   Read More

Chartered Market Technician Don Vialoux combines technical, fundamental and seasonality analysis to predict that Canadian metals and mining companies and U.S. industrial companies are set to rise this spring. He   Read More

Exchange-traded funds (ETFs) offer low management fees. That lets you keep more yield for yourself when you invest in ETFs that focus on higher dividends. Here’s one high dividend-paying ETF   Read More

David Cockfield, Markham, Ont.-based portfolio manager and managing director of Northland Wealth Management, says determining how much a security can lose is a vital part of picking investments. He recommends   Read More

Are you concerned about rising interest rates effect on stocks in the U.S.? Keith Richards, portfolio manager at Barrie, Ont.-based ValueTrend Wealth Management and a frequent contributor to The MoneyLetter,   Read More

The Money Reporter, written for “investors whose interest is more interest”, publishes a list of the 13 best exchange traded funds for an income-oriented portfolio. Using this list of 13   Read More

Though most investors believe that equities will, over time, outperform fixed-income investments, they still fear the stock market. They worry that they, or their mutual fund, will pick the wrong   Read More

Alternative investments such as gold and silver bullion are stuck in a bear market that is still intact. So says Toronto-based Brian Hoffman, CPA, CA, a member of the Canadian   Read More

This choppy, sideways market is no place for a buy-and-hold investment strategy. The best approach is one of constant sector rotation. So says Keith Richards, a portfolio manager at Barrie,   Read More

One of the main ideas behind index exchange traded funds, or “ETFs,” is to minimize costs. After all, these funds need no special portfolio-management skills. The manager simply duplicates the   Read More

Despite hand-wringing over America’s rising debt levels, U.S. markets continue to lead the world and the S&P 500 Composite Index has risen sharply over the past six years. Keith Richards,   Read More

This summer is shaping up to be one where macroeconomic trends will bulk large. Elvis Picardo, vice president, research, as well as portfolio manager, at Global Securities in Vancouver, identifies   Read More

Basing patterns are often a buy signal and Canadian banks, global agriculture stocks and U.S. junk bonds are poised to take off says Keith Richards, portfolio manager at Barrie, Ont.-based   Read More

Conventional wisdom is, well, conventional—and often inappropriate. Sunil Vidyarthi, president of Oakville, Ont.-based Value Sciences Inc., says the wisdom of putting bonds in your RRSP is flawed. In fact stocks   Read More

To ride out a correction, raise your cash limit. That’s the market outlook from Keith Richards, portfolio manager of Barrie, Ont.-based Value Trend/Wealth Management. With lots of change in your   Read More

After posting modest returns in 2014, Canadian bonds have gotten off to a strong start so far this year. Year to date, the FTSE Universe Bond Index has gained 4.2   Read More

Nature is springing back to life. But the markets are likely to correct significantly. Rebalance to emphasize cash and low-beta stocks. Keith Richards, portfolio manager at Barrie, Ont.-based ValueTrend suggests   Read More

In the past, buying all the shares that make up a stock index was a course of action available to only the largest investors. These days, however, Canadian stock-market investors   Read More

Remember all the talk a year or so ago how gold would take off? Well, guess what? It didn’t. In fact, it’s now trading at an even lower price. Keith   Read More