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

Sentry Investments executive Andy Nasr looks to the United States, especially the financial, consumer staples, healthcare, technology, construction and infrastructure sectors, as good places to invest now. When pressed to   Read More

The MoneyLetter recently took a look at four financial stocks—two of the big five Canadian banks, a financial services and asset manager and a global life insurance stock. Three of   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

Scotiabank may not benefit as much from stronger U.S. economic growth than some of its peers, but this Canadian financial stock has good potential in emerging markets.
Shares of financial stock   Read More

When Canada’s real estate balloon starts to fizzle will it take Canadian financials stocks down with it? Behavioural finance analyst Ken Norquay recalls lessons of the past for readers of   Read More

Consumer goods and alternative financial services stock goeasy Ltd. is growing fast and raising its dividends quickly. Yet its shares, like Rodney Dangerfield, “don’t get no respect”. They trade at   Read More

The Money Reporter is “for investors whose interest is more interest”. The pursuit of higher income in a low interest rate environment brings us to a preferred split stock that   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

The big five Canadian banks pay much higher dividend yields than the overall Canadian stock market. They increase their dividends each year. The big five are all blue chip stocks   Read More

Dominant global technology stock Alphabet Inc. (parent of Google) and renewable energy stock Algonquin Power and Utilities are the two best stocks to buy now says Toronto-based Sentry Investments analyst   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

Gold and gold mining stocks will benefit from the turbulence of the Trump presidency. And, analyst David Chapman writes in Investor’s Digest of Canada, the amount of new gold being   Read More

Regular MoneyLetter columnist John Stephenson says the outlook for many emerging markets in 2017 is up, not sideways. India is headed for its third straight year as the fastest-growing major   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

The big five Canadian banks pay much higher dividend yields than the overall Canadian stock market. They increase their dividends each year. The big five are all blue chip stocks   Read More

PI Financial’s Guy Lapierre’s ‘best buy’ stock is The Walt Disney Company. But he sees a short window of opportunity while this consumer stock enjoys the world-wide release of both   Read More

Dominant global technology stock Alphabet Inc. (parent of Google) and renewable energy stock Algonquin Power and Utilities are the two best stocks to buy now says Toronto-based Sentry Investments analyst   Read More

Bank of Montreal’s third-quarter adjusted earnings per share were seven per cent ahead of analysts’ eps expectations. This blue chip Canadian bank stock is a buy for income and some   Read More

President-elect Donald Trump plans to make U.S. infrastructure “second to none”. He also plans to cut income taxes. This is likely to lead to higher inflation rates and higher interest   Read More

Should higher inflation and less regulation come to pass in the U.S., Toronto-Dominion is one of the financial stocks that should benefit. This member of Canada’s big five banks has   Read More

Regular MoneyLetter columnist John Stephenson offers his stock market outlook for the early days of a Trump administration. Financial stocks should be among the first big winners because of the   Read More

The MoneyLetter recently took a look at a Canadian global financial services provider, a specialized financial technology services provider and a global tech stock that is one of the world’s   Read More

President-elect Donald Trump plans to make U.S. infrastructure “second to none”. He also plans to cut income taxes. This is likely to lead to higher inflation rates and higher interest   Read More

American Depositary Receipts, or ADRs, give you benefits. One is global portfolio diversification. It’s tempting to call ADRs American ‘Diversification’ Receipts. They give you industries that Canada lacks or has   Read More

Two of Canada’s big five bank stocks—one known for its global operations, the other more domestic—recently raised their dividends and are both blue chip financial stocks to buy for income   Read More

Regular MoneyLetter columnist John Stephenson was prescient enough to give serious consideration to the possibility of a Trump presidency and picked three stocks—an aerospace and defence manufacturing stock, an oil   Read More

Bank of Montreal’s third-quarter adjusted earnings per share were seven per cent ahead of analysts’ eps expectations. This blue chip Canadian bank stock is a buy for income and some   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

Will the U.S. Fed raise rates sooner, rather than later, and torpedo the current bond bubble? Some investors are desperately chasing yield in riskier bonds, but that may be insufficient   Read More

The outcome of the U.S. election is making investors skittish. However, notes market observer Edward Gardiner, a Trump victory will precipitate a stock market disaster—but the price of gold will   Read More

We’re not talking about the results of a share split when we talk about split shares. A split share corporation is established for the specific purpose of transforming the dividends   Read More

With the strong performance of the Canadian stock market this year, there is an increased risk that investors will start to overpay for stocks. But that’s not a risk you’ll   Read More

Investor’s Digest of Canada columnist Jeana Deal reveals some potential swing trades to make during the slow period of the year. Consumer goods stocks and tech stocks stand out among   Read More