Political and regulatory problems can create buying opportunities for the patient investor. Vancouver-based HollisWealth® portfolio manager Elvis Picardo calls on his experience in international capital markets to identify two stocks   Read More

TD Entertainment and Communications Fund is a buy for above-average appreciation potential if you’re willing to accept a higher level of risk to achieve that goal.
We’ve added TD Entertainment   Read More

Many investors recognize the likelihood that developing countries will grow at a faster rate than will developed countries over coming years. That’s simply because they’re so under-developed now. But some   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

Cardinal Health’s problems with Cordis, plus the negative impact of generic drug pricing on company profits, has given us pause on this healthcare stock. We recommend that purchases be deferred   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

Algonquin Power’s increased ownership of of Atlantica Yield is part of its strategy to enter global clean energy and water infrastructure markets. Algonquin is a buy for growth and income.
Algonquin   Read More

Here are six technology stock buys that offer capital gains potential over the next few years. Four others of the 10 tech stocks we follow regularly are holds—mostly because they’re   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

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
There’s   Read More

Recent weakness in the Canadian market leads us to recommend Canadian equity funds for new purchases right now. Higher stock valuations in the US have made international equity funds the   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

Here are seven conglomerate stocks that offer capital gains potential over the next few years. Three other conglomerates we follow remain on ‘hold’, including General Electric whose turnaround will likely   Read More

Recent federal tax reforms in the US will have a positive effect on restaurateurs’ tax bills, says Jason West, lead Credit Suisse analyst for the US restaurant sector. He predicts   Read More

SNC-Lavalin earned far more than expected in 2017. Its forecast 2018 profits greatly exceed the former consensus estimate. The company raised its dividend for the 17th year in a row.   Read More

The MoneyLetter recently surveyed equity analysts’ reports on technology stocks and found an interesting Canadian three-pack including a blue chip global information technology stock trading on both the Toronto and   Read More

Here are two limited partnership income trusts that are ‘buys’ for both growth and income. They are both part of the Brookfield Asset Management corporation, a global asset manager with   Read More

If we may be allowed to mix the musings of a former prime minister with a children’s pastime, The MoneyLetter recently spotted an American elephant and a Canadian mouse playing   Read More

Investors have greeted blue chip stock Thomson Reuters’ new strategic partnership with Blackstone with little enthusiasm. But the deal improves Thomson’s asset mix and growth prospects and we view the   Read More

With the rapid rise of US stock prices these past several years, it has become increasingly difficult to find reasonably valued stocks in the US market. Here are three stocks   Read More

Recent weakness in the Canadian market leads us to recommend Canadian equity funds for new purchases right now. Higher stock valuations in the US have made international equity funds the   Read More

The US economy is once again expected to grow the fastest of the G-7 countries in 2018. So we continue to focus on US stocks that do lots of business   Read More

After the biggest tax-reform since the Reagan administration, it is useful to have tax-smart investing strategies for today’s world. Both the US and international markets are expected to rise. With   Read More

Portfolio manager and MoneyLetter columnist John Stephenson says that despite persistent worries over valuation, there is no historical or economic reason to fear a market sell-off anytime soon. For that   Read More

We expect consumer stock Walgreens Boots Alliance to deliver long-term share price gains. We also expect this ‘dividend aristocrat’ to continue to raise its dividend each year. And we further   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

NASDAQ has been the hottest US stock market over 2017. However, PI Financial vice-president Guy Lapierre warns that some of NASDAQ’s brightest stars may be burning out. Instead of tech   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

US blue chip stock IBM’s shares have jumped since it reported better-than-expected third-quarter results. Even so, it should do better. We continue to rate the company’s shares a buy for   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

BRP Inc. was founded in 1942 as L’Auto-Neige Bombardier Limitée (Bombardier Snow Car Limited) by Joseph-Armand Bombardier. It was spun off by Bombardier in 2003. Canada has fairly few large   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

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

At this time of the year, the forward-looking stock market is more and more using outlooks for 2018 to set stock prices. Before you sell a stock that looks over   Read More

GBC International Growth Fund is well diversified by industry sector. It has exposure to most sectors of the global economy, and its greatest exposure to a single sector is just   Read More

US stock Cardinal Health did well in the year to June 30. This year it’s expected to struggle. But the shares are cheap for a blue chip stock that rewards   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

Canadian global manufacturing stock Magna International should earn record profits this year and next. This, plus a solid balance sheet and growing cash flow, gives it the means to raise   Read More

Brookfield Renewable Partners LP is a renewable power generating company. Its portfolio of renewable electric power generating facilities is spread across North America, Latin America and Europe.
Brookfield Renewable Partners   Read More

US consumer goods stock Procter & Gamble rewards its shareholders with dividend increases and share buybacks. Its solid balance sheet and high cash flow will let it continue to reward   Read More

‘Le jour de gloire est arrivé,’ according to Equium Capital Management president Cameron Hurst. Mr. Hurst sees more stability in Germany and riskier opportunities in Italy and Spain, but he   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

Here are two blue chip utility stocks to buy for continued growth and dividends. Canadian Utilities is engaged in the transmission & distribution of electricity and natural gas. Fortis Inc.   Read More

CCL Industries may be a dividend aristocrat, but this global manufacturing stock is also a growth stock to buy for capital gains based on its rapid earnings-per-share growth.
We regularly review   Read More

On ‘The Back Page’, a weekly feature that examines the market outlook with a focus on a particular industry, The Investment Reporter recently rated seven beverage stocks as ‘buys’—including Molson   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

Transportation and logistics stock FedEx Corp. earned record profits in the year to May 31. It expects to earn record profits in fiscal 2018 and 2019. This global, blue chip   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

Five big tech stocks have accounted for 41 per cent of the S&P 500’s market capitalization advance of this year. Portfolio manager John Stephenson picks two of them, plus a   Read More

Consumer goods stock Saputo Inc. earned record profits again in fiscal 2017. It’s expected to earn record profits this year and next. The company is a ‘dividend aristocrat’. It remains   Read More