So…what’s next for the markets? Stocks, after more than a decade of massive outperformance (since 2010), look like they have begun a new cycle of underperformance in an inflationary environment.   Read More

It’s been a wild ride for Canadian preferred shares in the past two years. After a strong 2021, investors were met with a wave of interest rate hikes in 2022   Read More

No one likes to take risks, especially with their hard-earned money. But when it comes to investing in the stock market, there is no way to completely avoid risk. Fortunately,   Read More

Some companies will reinvest your dividends into new shares at a discount to their stock market price. It’s called a Dividend Reinvestment Plan (DRIP). That is, you can buy a   Read More

Clarity is important in our lives. Unfortunately for investors, clarity is rare in the investment world.

Financial news is full of contradictory statements and contradictory opinions. For example, we have known   Read More

The run-up in interest rates make interest income more appealing, of course. But only if you can shelter this income from income taxes. After all, unsheltered interest income is taxed   Read More

A friend told his three children that the family needed to lower its cost of living in order to pay off the mortgage and other debts more quickly. The children   Read More

The key issue these days is runaway inflation and high and rising interest rates in an attempt to bring it back under control.

In 2022, inflation has soared to heights not   Read More

Financial analysts use these ratings to gauge the value and the growth of a company’s stock. Here you can learn and apply these rating systems to help you manage your   Read More

Hedge funds have been getting a lot of press lately. None of it addresses this very real issue. Proponents of hedge funds often ask: “Why should you make money only   Read More

Your grandfather’s bonds were bought to provide safe, secure income with the added bonus of security of principal upon maturity. However, like black licorice made from licorice root, those days   Read More

A friend told his three children that the family needed to lower its cost of living in order to pay off the mortgage and other debts more quickly. The children   Read More

To shrewd investors a ‘bear’ market is more than a drop in stock prices that may last close to a year. It’s also an excellent opportunity to buy stocks at   Read More

Our ‘system’ for picking stocks limits your risk, costs little and has worked well for our subscribers these past 82 years. Here are some of its main points. Invest gradually.   Read More

Emphasizing safety in your portfolio goes beyond trying merely to preserve your capital. You should also try to preserve your purchasing power against inflation. High inflation can steadily erode your   Read More

Our 100 American all-star stocks mostly generate growing earnings, cash flow and revenue over time. This gives most of them the means to raise the dividends they pay you. Rising   Read More

Shrewd investors use compounding to make sure all their money works for them. Combine that with a sound plan, and you’re well on the way to success. This is the   Read More

We outline a dozen advantages you can get from dividend reinvestment plans, or DRIPs, and cash option plans. So, while enrolling in DRIPs involves a bit of paperwork, it’s a   Read More

Shrewd investors use compounding to make sure all their money works for them. Combine that with a sound plan, and you’re well on the way to success.

Nothing is certain in   Read More

“Earnings” seems like a simple concept. It’s just revenues less costs, right? But things are seldom as simple as they seem.
How can any corporation, income trust or other organization steadily   Read More

Some investors think we’re at the beginning of a commodity supercycle that will keep prices elevated for a long period. Others are enthusiastic about the prospects of technology stocks, especially   Read More

Small-cap stocks take great effort to analyze and understand. That’s why we think most investors are better off relying on mutual funds for these types of investments.
The greatest potential for   Read More

“Earnings” seems like a simple concept. It’s just revenues less costs, right? But things are seldom as simple as they seem.
How can any corporation, income trust or other organization steadily   Read More

But devote only a small part of your portfolio to small-cap stocks. It’s impossible to keep track of a 1,000-stock portfolio.
It stands to reason that huge winners—stocks that go up   Read More

Ken Norquay notes that small investors can move in and out of markets without disturbing a thing. Large investors can’t. Our plans should take this into account.
Today the press is   Read More

Small-cap stocks take great effort to analyze and understand. That’s why we think most investors are better off relying on mutual funds for these types of investments.
The greatest potential for   Read More

But devote only a small part of your portfolio to small-cap stocks. It’s impossible to keep track of a 1,000-stock portfolio.
It stands to reason that huge winners—stocks that go up   Read More

There are countless sophisticated strategies you can use to achieve better investment results. But the best investment strategy is to use plain common sense and patience.

Devising an investment strategy that   Read More

Ken Norquay notes that small investors can move in and out of markets without disturbing a thing. Large investors can’t. Our plans should take this into account.
Today the press is   Read More

There are countless sophisticated investment strategies to try to better your investment results. But experience shows that your best investment strategy is to use plain common sense.
Devising an investment strategy   Read More

Odlum Brown’s model portfolio is well-diversified with reasonably-priced, high-quality stocks that have the ability to grow and raise prices to offset inflationary pressures.
Twenty-seven years ago, on Dec. 15, 1994, our   Read More

Warrants cost a lot less than the stocks they give you a right to buy—and when stock prices rise, warrant prices often rise faster. But warrants are also far riskier   Read More

With all 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. Not   Read More

There are countless sophisticated strategies you can use to achieve better investment results. But the best investment strategy is to use plain common sense and patience.

Devising an investment strategy that   Read More

There are countless sophisticated investment strategies to try to better your investment results. But experience shows that your best investment strategy is to use plain common sense.
Devising an investment strategy   Read More

Odlum Brown’s model portfolio is well-diversified with reasonably-priced, high-quality stocks that have the ability to grow and raise prices to offset inflationary pressures.

Twenty-seven years ago, on Dec. 15, 1994, our   Read More

Warrants cost a lot less than the stocks they give you a right to buy—and when stock prices rise, warrant prices often rise faster. But warrants are also far riskier   Read More

With all 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. Not   Read More

Some income investors are turning to straight preferred shares to increase the cash they earn. But this can cost them money if they ignore the yield-to-call of older preferred shares.
Some   Read More

Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the   Read More

If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.

In the first half of this year, positive trends   Read More

Sideways patterns are rare, but they do happen. When you spot one, take a hard look at the fundamentals of the security. If they’re sound, take advantage.
I love to see   Read More

The reinvestment of dividends is essential to building wealth. Only spend your dividends in retirement.

Investors building their wealth usually depend on stocks. Many studies have shown that stocks outperform bonds   Read More

Ordinary investors need to know that these are not ordinary times. It’s time to review your risk tolerance. Ken Norquay asks: Are you satisfied with the profits you have just   Read More

Asking a friend or relative to execute your estate may be a recipe for unpleasantness or worse after you’re gone.
As baby boomers husband their assets and approach the inevitable, many   Read More

Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the   Read More

Financial trends illustrate the forces at work in the economic world. Behavioural finance analyst Ken Norquay wonders how this tangled web will unwind.
“It’s like déjà vu all over again,” baseball’s   Read More

Some income investors are turning to straight preferred shares to increase the cash they earn. But this can cost them money if they ignore the yield-to-call of older preferred shares.
Some   Read More

If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.

In the first half of this year, positive trends   Read More

Historically, small stocks beat big stocks. But the better gains of small stocks was due to one unusual nine-year period. Big stocks should keep up with small stocks.

At first glance,   Read More

Financial planner Mark Halpern says your generosity can make a real difference in the lives and causes you are passionate about . . . and inspire your own future generations.

We   Read More

Asking a friend or relative to execute your estate may be a recipe for unpleasantness or worse after you’re gone.
As baby boomers husband their assets and approach the inevitable, many   Read More