ValueTrend portfolio manager Keith Richards (valuetrend.ca) takes note of five of the larger conglomerate stocks in Canada. He offers a brief bio of their divisions, and (of course!) a technical   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

The big five banks reported their results for the second quarter of fiscal 2018. They remain buys for further long-term share price gains as well as attractive and growing dividends.   Read More

A global oil and gas stock that yields about six per cent and a financial services stock yielding about 10 per cent are Toronto-based portfolio manager Michael Sprung’s two favourite   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

The Canadian stock market has trailed other markets and is down so far in 2018. Growing company profits have done little to revive stock prices. We’re not comfortable sounding like   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

A global oil and gas stock that yields about six per cent and a financial services stock yielding about 10 per cent are Toronto-based portfolio manager Michael Sprung’s two favourite   Read More

The Canadian stock market has trailed other markets and is down so far in 2018. Growing company profits have done little to revive stock prices. We’re not comfortable sounding like   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

Vancouver-based portfolio manager and chartered financial analyst Elvis Picardo takes a look at recent market volatility and finds two stocks, both already giants in their sectors, as the two best   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

‘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

Canada’s two biggest banks keep duking it out for top spot among Canada’s big 5 banks. Both Royal Bank and Toronto-Dominion Bank are ‘buys’ for growth and income.
Unlike utility   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

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 big five Canadian banks remain buys for further long-term share price gains, an attractive and growing stream of dividends, and for being high-quality blue chip stocks that should hold   Read More

Scotia Canadian Dividend has been a relatively strong performer compared to its peers in the Canadian dividend and equity-income mutual fund category. It’s a fund that will fit with an   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

Financial stock CIBC’s latest results include those of The PrivateBank, a recent acquisition that diversifies CIBC’s earnings and lessens its dependence on Canada. Its shares are attractive for their above-average   Read More

Scotia Canadian Dividend has been a relatively strong performer compared to its peers in the Canadian dividend and equity-income mutual fund category. It’s a fund that will fit with an   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

‘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

Canada’s big five banks dominate the investing public’s attention when it comes to choosing financial stocks. But the next tier often offers interesting investing opportunities based on regional factors that   Read More

VersaPay is a financial technology (fintech) stock that provides clients with cloud-based accounts receivable automation software called ARC. ARC currently has over 100 suppliers signed on the platform, more than   Read More

Top Canadian stocks like financial stocks and oil and gas stocks are doing very well right now. Rising interest rates are boosting the former, while infrastructure investment has created greater   Read More

Canada’s two largest bank stocks, Royal and T-D, continue to rack up impressive earnings-per-share (eps) growth. Both of these blue chip financial stocks are rated buy for growth and income.
Royal   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

Drivers of Canadian growth today (real estate and consumer debt) may be tomorrow’s burst bubble. Solid blue chip stocks like Canadian banks or Canadian oil and gas stocks are safe   Read More

The emerging markets are in the best economic shape they have been in for years and they offer something that the developed world does not—explosive growth and dynamism. John Stephenson   Read More

Manulife Financial has thrown cold water on the rumours that it was considering selling its US operations. It does have some underperforming assets in the US, but it would like   Read More

“Irrational exuberance” is how former US Fed chairman Alan Greenspan described the stock market during the dot-com bubble of the 1990s. Investor’s Digest of Canada columnist Edward Gardiner looks at   Read More

While the latest pullback in the technology sector might represent a decent buying opportunity, MoneyLetter columnist John Stephenson believes that 2017’s second half strategy is to favor value stocks over   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

While the latest pullback in the technology sector might represent a decent buying opportunity, MoneyLetter columnist John Stephenson believes that 2017’s second half strategy is to favor value stocks over   Read More

“Irrational exuberance” is how former US Fed chairman Alan Greenspan described the stock market during the dot-com bubble of the 1990s. Investor’s Digest of Canada columnist Edward Gardiner looks at   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

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

The S&P/TSX hasn’t shared in the current strength of global stock markets. In fact, the Toronto market has lost ground since it reached an all-time high in February. Only a   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

Canada’s two largest banks have been in business since before the 1867 birth of the now-150-year-old country that we celebrate this weekend. Royal Bank was founded in Halifax in 1864;   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

Moody’s has downgraded the big six Canadian banks. But, much like when a tree falls in the forest, did anyone hear it? Professional money managers, who talk like bulls and   Read More

Junior stock specialist Mike Kachanovsky looks “higher up the food chain”  for a growth stock opportunity that’s got recurring earnings, a strong balance sheet and an outlook for growth. He   Read More

We’ve added Beutel Goodman American Equity to our list of ‘The Top 40: Canada’s Best Mutual Funds’ in the category of recommended equity mutual funds that invest mainly in U.S.   Read More

Writing in The MoneyLetter between the first round and final run-off French elections, portfolio manager John Stephenson admires the strong economic recovery underway in Europe. He picks two financial stocks   Read More