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

To find stability amid volatility, columnist Mark Halpern details the oft-ignored (or simply unknown) advantages of taking out participating life insurance as an investment option. Participating insurance is a more   Read More

Every month the Money Reporter, the newsletter for investors whose interest is more interest, publishes its list of recommended bonds and preferred shares. We currently recommend a 50-50 split between   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

Your home is likely your biggest investment. And your job is likely your biggest source of income. As a result, you should build an investment portfolio that hedges against the   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

Barrie, Ontario-based ValueTrend portfolio manager Keith Richards picks four income stocks that share the characteristics of: 1) consistency in dividend payment over time; 2) potential for growth of the dividend;   Read More

We’ve always held a high opinion of dollar-cost averaging. That’s because we’ve often seen this investment strategy richly reward those who follow it.
To dollar-cost average, of course, you invest equal   Read More

So you’re a hands-on investor and you want to decide for yourself which investments go into your self-directed Registered Retirement Savings Plan. TaxLetter contributing editor Samantha Prasad, a tax partner   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

In a government debt crisis, is there a possibility of precious metals being seized? Professional gold bug Nick Barisheff examines the history and likelihood of government confiscation or expropriation of   Read More

Despite working in the finance industry for nearly 20 years, securities analyst and portfolio manager Randy Cass’ best strategic investment advice to investors is to sit back and let the   Read More

We believe that the rate of inflation will quicken. This would drive up interest rates. Higher interest rates hurt bonds. Consider investing in shorter-term interest-producing investments. Or buy stocks. Inflation   Read More

The Trump rally is predicated on promises of things that may never happen or prove very difficult to fulfil. That in turn sets up the markets for a major disappointment   Read More

American and Canadian stock markets face some risks. We advise you to continue to gradually invest in high-quality stocks, but if you’re fearful about a stock market setback, then conserve   Read More

Puts and calls may seem a little bit exotic at first, but their potential to earn you some handsome extra income from stocks you already own may well be worth   Read More

Or “one man’s loss becomes another man’s gain”, according to 1707’s A General Treatise of Monies and Exchanges. There are so many versions of this truism that no credit can   Read More

Regular MoneyLetter columnist Keith Richards is not one to hide his ‘oil’ lamp under a bushel. He manages money for a living and believes the best way to demonstrate his   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

Regular MoneyLetter columnist Ken Norquay is struggling to remain objective during the word war being waged by the U.S. media and their new president. As an investment advisor, his value   Read More

If you’re like many new investors, you’ve rushed into your bank near the end of February and put as much as you could manage into your RRSP. You may have   Read More

We thank American actress Bette Davis for this keen insight. It’s tough to anticipate the joy of a new day when all your bits and pieces ache and won’t move   Read More

When Canadian stocks trade in the U.S. as well as in Canada, it’s usually beneficial for the company. It seldom offers much benefit, however, to Canadian individual investors.
Many Canadian stocks   Read More

Keith Richards, a regular columnist in The MoneyLetter, says short term trading indicators are signalling a market pullback. Long term the bigger picture is largely bullish. He suggests a good   Read More

At the Money Reporter, we take a portfolio approach to your investments, covering all asset classes: cash, fixed-income securities, income trusts and Canadian, U.S. and international equities. Sometimes a mutual   Read More

Usually, the higher a company’s cash flow, the better. But in the case of growing companies, lower cash flow from total operating activities may be better.
When we calculate a company’s   Read More

If you’re like many new investors, you’ve rushed into your bank near the end of February and put as much as you could manage into your RRSP. You may have   Read More

It’s the start of 2017 and a brand new year. However, for RRSP purposes, it’s still 2016 until the end of the day on March 1, as that is the   Read More

Canadian Dividend aristocrats are stocks that have raised their dividends for at least five years in a row. These growing income streams increase your stocks’ attractiveness and are likely to   Read More

Behavioural finance analyst Ken Norquay makes the case that stock market risk is higher than normal as 2017 begins and advises investors to hold lower-than-normal amounts of stocks and bonds   Read More

Our ‘system’ for picking stocks limits your risk, limits your commission expenses, and has worked well for our subscribers over the past 75 years. This stock picking system helps you   Read More

Sometimes reading your financial plan is like staring into a bowl of alphabet soup. Abbreviations and acronyms float by and transmogrify before you can begin to read any sense into   Read More

DRIPs (Dividend Re-Investment Plans) and cash option plans are cost-effective and convenient ways of building your holdings in the companies that offer them. The benefits of DRIPs are substantial. But   Read More

ValueTrend portfolio manager Keith Richards, a regular investment strategy columnist at The MoneyLetter, explains how to spot buy and sell signals by tracking a stock’s daily trading price, its 200-day   Read More

Have you seen the humorous Christmas card that begins: “A virgin birth I can believe, but finding three wise men?” Misplaced skepticism, surely! Our three investing Christmas stories—Santa Claus Rally,   Read More

In The Tragedy of Hamlet, Prince of Denmark, Polonius warns his son Laertes to “neither a borrower nor a lender be”. Part of Shakespeare’s enduring appeal, of course, is that   Read More

Range-bound stocks are reliable if you buy on a bounce off the floor and sell at a ceiling of resistance. Regular Investor’s Digest columnist Keith Richards names four range-bound securities   Read More

Fear and loathing interferes with our good judgment. The MoneyLetter’s regular contributing columnist Ken Norquay applies lessons learned observing the recent U.S. presidential election to help us become objective investors.
What   Read More

Canada’s residential real estate market may be growing into a giant collapsible bubble. Portfolio manager and regular MoneyLetter columnist Keith Richards argues there are better ways to seek capital gains   Read More

Retirees are often advised to avoid risk by buying government bonds and holding them to maturity. But this exposes retirees to the risk of losing purchasing power due to inflation.   Read More

The ‘greater fool theory’ states that it is possible to make money by buying investments, whether overvalued or not, and later selling them at a profit because there will always   Read More

Peter Lynch is a highly successful investor. He’s enthusiastic about stocks that increase their dividends year after year. By contrast, Mr. Lynch cares little for investing in bonds. But a   Read More

Historically, small stocks (or small-cap stocks) easily beat big stocks (or large-cap stocks). But almost all of the better gains of small stocks occurred in one unusual nine-year period. Big   Read More

Behavioural finance analyst Ken Norquay observes that investors love to read the financial news and study its impact on stock prices. But what should be more relevant for investors and   Read More

Whenever we’re disappointed by the elimination of our favourite baseball team, we console ourselves with the history of the hapless Brooklyn Dodgers who won the National League pennant in 1941,   Read More

Investor’s Digest of Canada columnist Jeana Deal may not own a horse named Silver nor a six-shooter loaded with silver bullets. But she does think it’s time to saddle up   Read More

Keith Richards, a regular market strategy columnist for The MoneyLetter, picks two U.S. technology stocks and a USD-dependant Canadian oil and gas stock for Canadians to profit from a further   Read More

Investor’s Digest of Canada technical analyst Brian Hoffman says rising wedge patterns have formed in the precious metals sector, the oil patch,  financial companies and with broader market indexes. A   Read More

Regular Investor’s Digest of Canada columnist Keith Richards observes that seasonality is a likely catalyst for corrections and suggests some exchange traded funds that may be best suited to capitalize   Read More

“Imagine that in some private business you own a small share that cost you $1,000. One of your partners, named Mr. Market, is very obliging indeed. Every day he tells   Read More

Every gambler knows / That the secret to survivin’ / Is knowin’ what to throw away / And knowin’ what to keep / ‘Cause every hand’s a winner / And   Read More