Former Investor’s Digest of Canada editor Carlyle Dunbar argues that deflation is on its way. But when? In the meantime large-cap healthcare and information technology stocks are now starring on   Read More

Tim Hortons-Burger King merger likely just the beginning for Oakville, Ont.-based parent, consumer goods stock Restaurant Brands International Inc.
Analysts at Vancouver-headquartered Odlum Brown are serving up a “buy” recommendation for   Read More

It’s late to sell cheaper Canadian stocks, convert to pricey U.S. dollars and buy costlier U.S. stocks. This strategy is apt to backfire. Many of The Investment Reporter’s Key Canadian   Read More

Growth stock Alimentation Couche-Tard released stronger earnings for the nine months to February 1. It has also agreed to acquire 315 service stations in Denmark from A/S Dansk Shell. This   Read More

Brookfield Infrastructure Partners L.P.  is a publicly traded limited partnership that engages in the acquisition and management of infrastructure investments on a global basis. Its current business consists of the   Read More

Johnson & Johnson has gone through a spate of recent problems, but its size, earnings record, dividend record, productivity and R & D still make this healthcare solutions giant a   Read More

Two Canadian companies with a global reach─one focused on tangible assets, the other on intangible assets─are rated ‘best buys’. These two Canadian multinationals are most suitable for new buying now.
When   Read More

In mid-2015 Baxter will split into two companies. One will focus on medical products for healthcare solutions; the other on developing and marketing biopharmaceuticals.
On March 9, there was an anniversary   Read More

The European Central Bank, or ECB, ushered in a new era by launching an aggressive bond-buying program in January. The euro zone is one of the global economy’s biggest trouble   Read More

We continue to include Potash Corp. of Saskatchewan (TSX─POT; NYSE─POT), among our best buys for income.

In December we wrote, “It’s important to hold some resources stocks for proper diversification. The   Read More

Investment Analyst Murray Leith likes the way the new executive team at Manulife Financial Corp. (TSX─MFC) has turned things around. For starters, he says, they’ve used hedging to take a   Read More

PPG Industries (NYSE─PPG), one of our U.S. Key stocks, earned record profits in 2014. It’s expected to earn more this year and next. The world’s leading coatings and specialty-materials company   Read More

It’s the job of any financial writer to see through fresh eyes, to look for traps and false assumptions in the world of money. Investors who weathered the stormy bear markets of 2000 to 2003 and 2008 to 2009 know only too well what can happen to the unwary.   Read More

 Alimentation Couche-Tard (TSX—ATD.B), one of our Key stocks, is acquiring The Pantry in the U.S. That company operates 1,512 convenience stores in 13 states. This transaction is large. But given   Read More

Emerging markets have taken it on the chin lately. But this doesn’t mean it’s time to jump ship. For value-oriented folks, these markets are still good places in which to   Read More

This past year, 2014, was a difficult one for Europe. According to estimates provided by The Economist, the euro area is likely to have grown just 0.8 per cent for   Read More

Alimentation Couche-Tard is earning record profits again. We expect the company to earn record profits this year and next. It remains a buy for further long-term gains and small but   Read More

For Deutsche Bank analysts Sherri Scribner, Larry Zhong and Joakim Mahlberg, Toronto-based Celestica Inc. (CLS–TSX; CLS–NYSE) remains a “hold.” They report:

For the third quarter of fiscal 2014, Celestica had sales   Read More

Wall Street strategists have started to issue their 2015 forecasts. And if a report by Goldman Sachs is any indication of the forecasts to follow, you might want to forget   Read More

Magna International is profiting from a strong demand for cars. It should earn more money this year and next. It remains a buy for further gains and rising dividends.

Vehicle manufacturers   Read More

 Headquartered in Toronto, Barrick Gold Corporation is the world’s biggest gold producer, boasting a range of operations around the globe. But for Deutsche Bank analysts Jorge Beristain and Wilfredo Ortiz,   Read More

American Depositary Receipts, or ADRs, give you ownership in companies based outside of Canada and the U.S. This can give you several benefits. One is diversification—geo-political and industrial. It’s tempting   Read More

Plunging petroleum prices may have chilled the oil patch and the halls of government alike. But they’ve given investors a heaven-sent opportunity to scoop up some best-of-breed outfits in the   Read More

Montreal-based SNC-Lavalin is one of the world’s leading engineering and construction groups and a major owner of infrastructure. It provides services in a variety of sectors including oil and gas,   Read More

Equity analyst Dan Hincks of Vancouver-based investment firm Odlum Brown sees significant upside in the shares of Visa Inc. (V—NYSE). He reiterates his “buy” recommendation and 12-month target price of   Read More

Ethiopia might be the last place an outfit like Bombardier Inc. (BBD.B–TSX) would look for business.

After all, its stock in trade — zippy business jets and high-speed rail passenger cars   Read More

What impresses Barry Schwartz about Gerald Soloway, CEO of Home Capital Group Inc. (HCG–TSX) is his commitment — and, obviously his love of what he does.

After all, Mr. Soloway may   Read More

The supply of oil and gas has risen. The demand growth for oil and gas has decreased. Both factors have sent down the price of oil. West Texas Intermediate—North America’s   Read More

“In the stock market — or in any widely traded market — there’s an inevitable fact of life: bear markets happen. It’s a topic I’d just as soon avoid. After   Read More

Great-West Financial, a subsidiary of Great-West Lifeco, a member of the Power family, has completed the acquisition of the J.P. Morgan Retirement Plan Services large-market recordkeeping business. Great-West considers the   Read More

CAE’s share price has fallen recently but it did better than it seems in the first quarter of fiscal 2015. It has also sharpened its strategic focus. The company raised   Read More

Manulife Financial (TSX: MFC) has agreed to acquire the Canadian-based operations of Standard Life plc for about $4 billion in cash. A key reason for the acquisition is Standard Life’s   Read More

The advantage of investing internationally lies mainly in broadened diversification, which cuts risk. Similarly, you can cut risk by investing in dividend-paying stocks.

Here are two complementary exchange-traded funds that together   Read More

Technology and health care analyst Steven Zicherman of Vancouver-based Odlum Brown reiterates his “buy” recommendation and 12-month target price of $117 for health-care giant Johnson & Johnson (JNJ—NYSE).

The company, which   Read More

Pierre Beaudoin is likely hoping Russian President Vladimir Putin won’t do anything else to raise Canadian Prime Minister Stephen Harper’s hackles.

Mr. Beaudoin, after all, is the president and CEO of   Read More

Sometimes things just go on and on and on. Take, for example, the loonie’s duel with the greenback.

So observes Keith Richards, Barrie, Ontario-based portfolio manager of Value Trend/Wealth Management, who   Read More

          Saputo Inc. earned more in the first quarter of fiscal 2015. It has raised its dividend for 15 years in a row. The company is also paying a stock   Read More

Teck Resources Limited (TSX—TCK.B) is a diversified resource company with business units focused on copper, steelmaking, coal, zinc and energy. The company owns or has an interest in 13 mines   Read More

“This year’s Annual General Meeting could not have mirrored today’s real-life world and stock markets better. What a template! Talk about proven – and inspirational – value investing.”

So enthused Michael   Read More

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

Brookfield Infrastructure Partners L.P. (TSX-BIP.UN) owns and operates high-quality utilities, transport and energy assets in North and South America, Australasia, and Europe. It also seeks acquisition opportunities in other infrastructure   Read More

Americans take pride in what’s called American exceptionalism. They were the first country to practise democracy in modern times. They were the first with no monarchy or aristocracy. America was   Read More

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

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

Look beyond North America’s borders and benefit from ADR investing

ADRs, or American Depositary Receipts make it easy for you to buy overseas companies and provide you with an extra measure   Read More

World markets currently less desirable than developed markets, where some of the best opportunities lie in the oil patch..

March was a volatile month for the markets, with worries over global   Read More

We think now is a good time to seek exposure to emerging-markets equities because they offer compelling value. Investors have two avenues available for ETF investing: through a cap-weighted ETF   Read More

Husky Energy (TSK-HSE, $35.12). An integrated Canadian energy stocks major, 70 per cent controlled by Hutchinson Whampao of Hong Kong, that was included in my Canadian Stocks Dozen for 2014   Read More

Correction will coincide with six-month seasonal downswing

We’re still tiptoeing through queasy stock markets. So, don’t rest easy just yet.

A correction of some sort is under way — one that neatly   Read More

Worries over emerging markets continue, but North America looks poised for a recovery

The stock market has been in quite a funk these last few weeks.

Expectations of a reduction in stimulus   Read More

As 2014 continues to unfold, both gold and silver are starting to perform impressively.

Both metals appear to have made major bottoms following gold’s plunge to US$1,180 an ounce at the   Read More

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