Financial Stocks are issued by a range of businesses operating in the broad financial sector. The major categories of financial stock issuers include banks, insurance companies (both life and property and casualty insurers as well as independent insurance brokers), real estate investment trusts (both industrial and residential), credit services (including card issuers), investment brokers, mutual fund and asset management companies, trust companies, mortgage investment companies and consumer finance companies. Financial stocks (especially REITs which are required to pay out to shareholders the large majority of their earnings) generally offer dividend yields at the high end of the broader securities market.
Investor's Digest of Canada •2022-09-18 •
As most are aware, Bank of Montreal (TSX—BMO; NYSE—BMO) has agreed to acquire Bank of the West (BOTW) and Toronto-Dominion Bank (TSX—TD; NYSE—TD) has reached an agreement to acquire First Read More
Investor's Digest of Canada •2022-06-20 •
“. . . as we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know Read More
The MoneyLetter •2022-05-25 •
Credit services company goeasy Ltd. and insurance company Manulife Financial Corporation are both financial services stocks to buy for capital gains and growing dividends.
goeasy Ltd. (TSX—GSY)
goeasy Ltd.’s earnings are growing Read More
Investor's Digest of Canada •2022-05-19 •
“. . . as we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know Read More
The Investment Reporter •2022-05-11 •
Manulife Financial is doing a lot of things right. That’s largely why we continue to recommend it as a buy for long-term gains as well as attractive and growing dividends.
One Read More
The MoneyLetter •2022-04-21 •
Credit services company goeasy Ltd. and insurance company Manulife Financial Corporation are both financial services stocks to buy for capital gains and growing dividends.
goeasy Ltd. (TSX—GSY)
goeasy Ltd.’s earnings are growing Read More
The Investment Reporter •2022-04-10 •
Manulife Financial is doing a lot of things right. That’s largely why we continue to recommend it as a buy for long-term gains as well as attractive and growing dividends.
One Read More
The Investment Reporter •2022-03-30 •
There are countless sophisticated investment strategies to try to better your investment results. But experience shows that your best investment strategy is to use plain common sense.
Devising an investment strategy Read More
Money Reporter •2022-03-21 •
Adjusted earnings per share (EPS) at Canada’s six big banks rose an average of 50.1 per cent in fiscal 2021. That increase contrasts with a 16.1-per-cent EPS drop in fiscal Read More
The Investment Reporter •2022-02-27 •
There are countless sophisticated investment strategies to try to better your investment results. But experience shows that your best investment strategy is to use plain common sense.
Devising an investment strategy Read More
The Investment Reporter •2022-01-16 •
Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the Read More
Money Reporter •2022-01-10 •
If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.
In the first half of this year, positive trends Read More
The Investment Reporter •2021-12-09 •
Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the Read More
Money Reporter •2021-12-01 •
If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.
In the first half of this year, positive trends Read More
Investor's Digest of Canada •2021-11-22 •
California money manager Russ Mathews is bullish on Canadian bank stocks and US oil and gas stocks. He picks two of each as his current ‘best buys’.
Money manager Russ Mathews Read More
Money Reporter •2021-11-04 •
If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.
In the first half of this year, positive trends Read More
The Investment Reporter •2021-11-01 •
Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the Read More
Investor's Digest of Canada •2021-10-28 •
Murray Leith explains Odlum Brown’s positioning this year to take advantage of a brighter economic outlook and also to hedge against the risk of higher inflation.
Equities have had a great Read More
Money Reporter •2021-10-20 •
Trading to profit from anticipated declines in stock prices seldom works. In the case of the bank stocks, forget it.
The banks all reported strong results in the fiscal second quarter Read More
Investor's Digest of Canada •2021-10-04 •
California money manager Russ Mathews is bullish on Canadian bank stocks and US oil and gas stocks. He picks two of each as his current ‘best buys’.
Money manager Russ Mathews Read More
Investor's Digest of Canada •2021-09-22 •
Murray Leith explains Odlum Brown’s positioning this year to take advantage of a brighter economic outlook and also to hedge against the risk of higher inflation.
Equities have had a great Read More
Money Reporter •2021-09-15 •
Trading to profit from anticipated declines in stock prices seldom works. In the case of the bank stocks, forget it.
The banks all reported strong results in the fiscal second quarter Read More
Investor's Digest of Canada •2021-09-07 •
California money manager Russ Mathews is bullish on Canadian bank stocks and US oil and gas stocks. He picks two of each as his current ‘best buys’.
Money manager Russ Mathews Read More
Investor's Digest of Canada •2021-08-23 •
Murray Leith explains Odlum Brown’s positioning this year to take advantage of a brighter economic outlook and also to hedge against the risk of higher inflation.
Equities have had a great Read More
Money Reporter •2021-07-28 •
The big Canadian banks are indicators of the economy’s health. How did they fare in the second quarter?
The second-quarter earnings season for the big six Canadian banks has come and Read More
Investor's Digest of Canada •2021-06-10 •
Mike Vinokur names auto components manufacturer Martinrea International Inc. and online payments processor Paysafe Ltd. as his current ‘best buys’.
The ‘rocket fuel’ of stimulus money has propelled prices for everything Read More
The MoneyLetter •2021-05-31 •
Portfolio manager Margaret Samuel looks at two global bank stocks as potential investments against a backdrop of rising interest rates.
The pandemic has created a level of forced savings not seen Read More
Investor's Digest of Canada •2021-05-10 •
These three income trusts were featured in Investor’s Digest recent survey of Canada’s most widely covered income trusts.
Chartwell Retirement Residences (TSX—CSH.UN)
So far in 2021, some of the retail and diversified Read More
The MoneyLetter •2021-04-25 •
Portfolio manager Margaret Samuel looks at two global bank stocks as potential investments against a backdrop of rising interest rates.
The pandemic has created a level of forced savings not seen Read More
The Investment Reporter •2021-04-20 •
Warren Buffett said that stock market forecasters exist to make fortune tellers look good. Regardless, here’s our outlook for the next 180 days.
Here’s our outline of what we expect of Read More
The MoneyLetter •2021-02-21 •
These three financial stocks—an insurance company, a bank and a financial services holding company—all offer growth and income to their investors.
Manulife Financial Corporation (TSX—MFC; NYSE—MFC)
Manulife has made progress building its Read More
Investor's Digest of Canada •2021-02-09 •
PI Financial’s Guy Lapierre names financial stock Visa Inc. and technology stock Apple Inc. as his current ‘best buy’ choices.
Vancouver-area portfolio manager Guy Lapierre says that since late September he Read More
Investor's Digest of Canada •2021-01-11 •
PI Financial’s Guy Lapierre names financial stock Visa Inc. and technology stock Apple Inc. as his current ‘best buy’ choices.
Vancouver-area portfolio manager Guy Lapierre says that since late September he Read More
The MoneyLetter •2021-01-10 •
These three financial stocks—an insurance company, a bank and a financial services holding company—all offer growth and income to their investors.
Manulife Financial Corporation (TSX—MFC; NYSE—MFC)
Manulife has made progress building its Read More
The MoneyLetter •2020-10-08 •
So says behavioural finance analyst Ken Norquay. “I recommend selling your long-term financial stocks before the next stock-market down wave begins.”
In past articles, I have referred to certain investing techniques Read More
The MoneyLetter •2020-09-10 •
So says behavioural finance analyst Ken Norquay. “I recommend selling your long-term financial stocks before the next stock-market down wave begins.”
In past articles, I have referred to certain investing techniques Read More
Investor's Digest of Canada •2020-09-03 •
goeasy provides financial services to purchasers and lessees of its furniture, electronics, computers, and appliances.
Toronto-based Raymond James Financial analyst Stephen Boland resumes coverage of financial services stock goeasy Ltd. (TSX—GSY) Read More
The Investment Reporter •2020-09-01 •
CIBC’s second-quarter results reflected a substantial increase in its provision for credit losses. But the higher provision reflects a conservative approach to dealing with the COVID-19 crisis.
CIBC’s provision for credit Read More
The Investment Reporter •2020-07-14 •
CIBC’s second-quarter results reflected a substantial increase in its provision for credit losses. But the higher provision reflects a conservative approach to dealing with the COVID-19 crisis.
CIBC’s provision for credit Read More
The Investment Reporter •2020-06-30 •
And for both, you can ‘take it to the bank’—any of the Big Five banks will do just fine. Canada may have been founded by a department store but it’s Read More
Investor's Digest of Canada •2020-06-18 •
goeasy provides financial services to purchasers and lessees of its furniture, electronics, computers, and appliances.
Toronto-based Raymond James Financial analyst Stephen Boland resumes coverage of financial services stock goeasy Ltd. (TSX—GSY) Read More
Money Reporter •2020-06-07 •
Capital Group Global Equity fund has been a stellar fund over the years. But it’s not resting on its laurels. The fund is adjusting its portfolio in response to the Read More
Money Reporter •2020-05-17 •
Here are two high-yielding western Canadian oil and gas stocks with sustainable dividends and a royalty trust we’ve become cautious on.
Keyera Corp. (TSX—KEY)
Among Canadian infrastructure stocks, pipeline and midstream issues Read More
Money Reporter •2020-05-03 •
How do split shares work? It’s not exactly like having your cake and eating it too. You do give up something to double your dividends or double your capital gain.
Split Read More
Money Reporter •2020-03-23 •
In its regular feature ‘What to do this month’, the Money Reporter recently took a look at common stocks and mutual funds.
What to do about common stocks
The outlook for the Read More
Money Reporter •2020-03-10 •
Canada’s six big banks increased their adjusted earnings per share by an average of just 3.1 per cent in fiscal 2019. That’s well short of the banks’ 11.6-per-cent EPS increase Read More
Money Reporter •2020-03-03 •
A preferred security is a great addition to your RRSP, but we know of only one Canadian issue.
We include one preferred security selection in our Recommended Preferred Shares list. It Read More
Money Reporter •2020-02-18 •
In its regular feature ‘What to do this month’, the Money Reporter recently took a look at common stocks and mutual funds.
What to do about common stocks
The outlook for the Read More
The Investment Reporter •2020-01-29 •
Canadian banks face some headwinds, but the big five are expected to earn more in 2020. They pay attractive dividends and they trade at low price-to-earnings ratios.
We cover Canada’s big Read More
The MoneyLetter •2020-01-22 •
Power Corp. is acquiring Power Financial. You should tender your Power Financial shares to the offer.
Blue chip stock Power Corporation of Canada (TSX—POW) is acquiring the 36 per cent of Read More
Money Reporter •2019-12-23 •
We’ve added Mackenzie Canadian Growth Fund to our Recommended Mutual Funds list.
Mackenzie Canadian Growth Fund (Fund codes: MFC650(FE), MFC640(BE), MFC7028(LL)) invests mainly in Canadian stocks to achieve long-term capital growth Read More
The MoneyLetter •2019-12-19 •
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
