The MoneyLetter •2014-09-09 •
Paying capital gains taxes may be an inevitable result of successful investing. But the longer you can delay the inevitable, the greater will be your ultimate success.
Sector funds offer aggressive Read More
Canadian Mutual Fund Adviser •2014-09-05 •
When stock markets are undervalued, it’s usually a good time to invest aggressively in the index offerings that track them. When market valuations rise, however, a more circumspect approach is Read More
Canadian Mutual Fund Adviser •2014-08-26 •
It pays to keep an eye on an exchange-traded fund’s volatility as well as on its performance. That can affect your comfort level with your investments. And you may prefer Read More
Canadian Mutual Fund Adviser •2014-08-15 •
U.S. equities markets have spawned some highly-specialized, successful investors over the years. One of these is James O’Shaughnessy, whose value approach to investing has been highly successful in the U.S.
The Read More
Canadian Mutual Fund Adviser •2014-08-05 •
Speculating can be fraught with danger. Hold too long in a bull market and you can quickly lose all your gains. Famed American investor of the 1920s, Bernard Baruch, reportedly Read More
Money Reporter •2014-08-01 •
Despite the long-term outperformance of equities compared to other asset categories, many stock and mutual-fund investors still manage to lose money. Why is this the case, and how can you Read More
The MoneyLetter •2014-07-28 •
When it comes to investing, it’s important that you invest your time as well as your money. That’s particularly true of portfolio planning.
For example, if you invest solely in Canadian Read More
Canadian Mutual Fund Adviser •2014-07-25 •
Diversification is the best way to control risk in your portfolio of mutual funds. But there are several ways of achieving broad geographical diversification. A global fund may be the Read More
Canadian Mutual Fund Adviser •2014-07-09 •
If you’re looking for the best mutual funds to invest new money in right now, we suggest you add to conservative Canadian and foreign stock funds. As well, emerging markets Read More
Money Reporter •2014-07-08 •
With lots of cash, Chou Associates is well positioned for a correction, whenever it happens.
If you believe global stock markets are due for a correction anytime soon, you may find Read More
Investor's Digest of Canada •2014-06-30 •
Most investors would consider a loss of, say, 30 per cent in a year a disaster. Many would be completely shocked to lose money over 10 years. But what about Read More
Investor's Digest of Canada •2014-06-26 •
Quick, now: can you name the new whipping boy in the investment world? If you said bonds, you’d be right. After last year’s “taper tantrum” — i.e., the sell-off in Read More
Canadian Mutual Fund Adviser •2014-06-23 •
Best Canadian Mutual funds’ Beutel Goodman Canadian is now a Top-40 fund
Our new addition to our Top-40 funds possesses many of the characteristics we like: a strong performance track record, Read More
Canadian Mutual Fund Adviser •2014-06-18 •
Equity funds with substantial cyclical exposure should do well provided that global economies continue to improve. Here’s an aggressive Canadian fund with cyclical exposure that makes a good complement to Read More
Canadian Mutual Fund Adviser •2014-06-13 •
Dynamic American Value Fund has lagged its category in recent years. But that may change as the U.S. economic outlook picks up steam, giving a boost to the fund’s cyclically-oriented Read More
Canadian Mutual Fund Adviser •2014-06-05 •
Continue to add to existing funds, especially those in your portfolio with weak short-term records. They’ll be back.
Our thinking: As long as you have your time horizons properly thought out, Read More
Canadian Mutual Fund Adviser •2014-05-28 •
The higher you set your return expectations from stock-based mutual funds, the more risk you take on. And taking higher risk does not guarantee the expected reward. Indeed, it may Read More
Money Reporter •2014-05-27 •
What to do about common stocks
Many investors try to deal with the uncertainty of investing by diversifying. But there’s more to sound diversification than simply buying a variety of stocks. Read More
Canadian Mutual Fund Adviser •2014-05-16 •
Past performance may not be much of a basis for evaluating any mutual fund for future investment. As they say, “Past performance is no guarantee of future performance.” But past Read More
The Investment Reporter •2014-05-16 •
Your house is likely your biggest investment. And your job is likely your biggest source of income. As a result, invest in a way that diversifies away from your house Read More
Canadian Mutual Fund Adviser •2014-05-12 •
In view of our previous recommendation to ETF investors that they buy unhedged ETFs when investing in the U.S., we now recommend such an ETF for investors seeking exposure to Read More
Canadian Mutual Fund Adviser •2014-05-02 •
Continue to pursue a dollar-cost averaging program, emphasizing conservative, diversified, large-cap funds. Emerging markets hold appeal for aggressive investors.
OUR CURRENT THINKING: Notwithstanding the possibility of a sharp market correction Read More
Canadian Mutual Fund Adviser •2014-04-25 •
Expanding valuation multiples have been useful fund strategy tools and played a primary role as stock-market drivers in recent years. As time goes on, however, multiples will have less room Read More
The Investment Reporter •2014-04-23 •
Individual investors once had few asset classes (or types of investments) to choose from: There were common stocks, fixed-income investments (including preferred shares) and cash such as Treasury bills or Read More
Canadian Mutual Fund Adviser •2014-04-09 •
Specialty funds can be the most rewarding kind available. But they don’t necessarily stay that way for long. Astute, aggressive investors will recognize this and may move among specialty funds Read More
Canadian Mutual Fund Adviser •2014-04-01 •
Where to put new money now
Continue to add new money to existing positions. Emphasize those positions that have suffered relative short-term weakness.
OUR CURRENT THINKING: Stock markets in North America and Read More
The MoneyLetter •2014-03-25 •
One of the most important investment principles you can follow is to sidestep investments you don’t understand.
It’s a principle that some of the most successful, well-known investors, such as Warren Read More
Money Reporter •2014-03-21 •
With all of our other investment choices, be it stocks or trusts or bonds or cash, we all make our own decisions on what and when to buy and sell. Read More
Canadian Mutual Fund Adviser •2014-03-14 •
If stock markets correct in the near term, we advise you to add to your holdings when prices are down. Among funds that make good candidates for buying during corrections Read More
Money Reporter •2014-03-13 •
At the Money Reporter, we rely on mutual funds especially to cover off your U.S. and international exposure, but also to give you some diversity in your Canadian equity allocation. Read More
Canadian Mutual Fund Adviser •2014-03-06 •
Invest gradually. That way you’ll be in a position to take advantage of lower prices when stock-market corrections occur.
• Invest the core of your portfolio in conservative equity funds Read More
Canadian Mutual Fund Adviser •2014-02-26 •
Markets have behaved perversely in recent months. Good economic news was sometimes greeted with a selloff as investors feared better times would only encourage the U.S. Federal Reserve to begin Read More
Canadian Mutual Fund Adviser •2014-02-20 •
Mutual funds used to offer a way to simplify your investing. Instead of choosing from a multitude of stocks, you could choose one of a handful of funds. Today, however, Read More
Canadian Mutual Fund Adviser •2014-02-18 •
Though balanced funds are extremely popular with Canadian investors, we see little appeal in these investment products. A better fund strategy is to create your own balanced fund by selecting Read More
Canadian Mutual Fund Adviser •2014-02-10 •
Regardless of whether or not the U.S. stock market has another stellar year in 2014, we believe you should always have some exposure to U.S. equities. And if you’re an Read More
Canadian Mutual Fund Adviser •2014-01-23 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
You may be thinking of buying a balanced fund sometime in the New Year. Rather than do Read More
Money Reporter •2014-01-22 •
Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
What to do about common stocks
We experienced a nice little year-end rally in Canadian stocks. Over the past Read More
Investor's Digest of Canada •2014-01-20 •
Investor’s Digest of Canada, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
– by Keith Richards
If you don’t want to buy individual names, consider iShares S&P/TSX Small-Cap Index fund.
Read More
The MoneyLetter •2014-01-16 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
– Keith Richards
As we begin the New Year, many of us find ourselves reflecting on past decisions we’ve made Read More
Canadian Mutual Fund Adviser •2014-01-15 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Below, we discuss four equity funds we think you should consider investing in in 2014. They may Read More
The MoneyLetter •2014-01-08 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
If you want to include only exchange-traded funds for your portfolio, we’ve suggested in the past that you keep Read More
Canadian Mutual Fund Adviser •2014-01-07 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Among resource issues, energy stocks have held up relatively well this year. That may reflect the Read More
Canadian Mutual Fund Adviser •2013-12-27 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
The Canadian stock market may yet catch up to the U.S. market. Or perhaps the U.S. Read More
The Investment Reporter •2013-12-17 •
The Investment Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Small stocks do best in January. So if you’re in no hurry to sell, wait until January to Read More
Investor's Digest of Canada •2013-12-16 •
Investor’s Digest of Canada, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
– Edited from an article by Sunil Vidyarthi, M.B.A., PhD
What’s your take on the umpteenth version of Read More
Canadian Mutual Fund Adviser •2013-12-13 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Recent market action indicates why it’s essential to hold Canadian
equity index ETFs as part of a Read More
Canadian Mutual Fund Adviser •2013-12-02 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Critics of market cap-weighted indexes argue they overweight overvalued stocks while underweighting undervalued ones. This leads to Read More
Canadian Mutual Fund Adviser •2013-11-25 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
When a fund you hold loses more than 40 per cent in a year, it’s tempting to Read More
Canadian Mutual Fund Adviser •2013-11-15 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Stephen Poloz, governor of the Bank of Canada, has painted a gloomy picture of the Canadian economy Read More
The Investment Reporter •2013-11-13 •
The Investment Reporter,, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Rebalancing leads to trading costs. These include brokerage fees when you sell one investment and reinvest in another, Read More
Canadian Mutual Fund Adviser •2013-11-07 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
The U.S. stock market rose 13 per cent last year, and it looks like it may do Read More
Canadian Mutual Fund Adviser •2013-11-05 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Interest rates have dipped in the wake of the government shutdown in the U.S. If you Read More
