Benjamin Graham was the father of fundamental security analysis. His value-based stock-picking method has strong points—and weak points.
Benjamin Graham believes defensive investors should stick with large, prominent companies that are   Read More

Stock market speculators should continue to work in Canadian oil and gas stocks and precious metals stocks. Gold, silver, oil and natural gas are all in long-term up trends right   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
After   Read More

You can profit from shorter-term swings in value by looking for stocks that are stuck within a sideways trading range. ValueTrend portfolio manager Keith Richards reveals four stocks stuck in   Read More

Benjamin Graham wrote that investors should mostly ignore the stock market. They should buy only bargain stocks that the market greatly undervalues. And sell only shares that the market has   Read More

At ValueTrend, as the name suggests, portfolio management is driven by value-based principles. But, says portfolio manager Keith Richards, any system worth its salt will save you in the long   Read More

You can profit from shorter-term swings in value by looking for stocks that are stuck within a sideways trading range. ValueTrend portfolio manager Keith Richards reveals four stocks stuck in   Read More

Four times a year The Investment Reporter reviews its outlook for the economy’s five main sectors—financial, utilities, manufacturing, consumer and resources. Its guiding rule is that investors keep at least   Read More

So a stock pays you less than a dollar a share. Are those pennies really all that important? Maybe more than you think. Long-time strategic investors look particularly for stocks   Read More

The MoneyLetter columnist Ken Norquay creates a long-term investment strategy based on his study of behavioural finance and its effect on the stock markets. He says if the S&P 500   Read More

Seasonal financial analyst Don Vialoux says precious metals and their mining stocks generally reach a seasonal low in July and pick up speed again until late September. Cyclical stocks usually   Read More

ValueTrend portfolio manager Keith Richards doesn’t think the Canadian dollar will rise beyond the $0.79 to $0.80 US dollar range. And, says Keith: “I’m putting my money where my mouth   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

Cyclical investing works if the timing is right. The key question is: “Is this the right time?” Our current expansion (begun in 2009) is getting long in the tooth. Sectors   Read More

Since 1802, the US dollar has lost 95 per cent of its purchasing power. After inflation, that dollar invested in US stocks would’ve soared to $704,997 by 2012; invested in   Read More

Would starting all over again from scratch make you a better investor? For behavioural finance analyst Ken Norquay, a friend’s sudden and total move across the country caused him to   Read More

Now that people are living longer, it’s no surprise that one of the biggest concerns among aging Canadians is the genuine fear of outliving retirement savings. And most people would   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

There are many reasons to liquidate your investments. But before seeking the safety of cash and low-risk income investments, you must consider the potential tax implications. Toronto-based Minden Gross tax   Read More

Technical analyst Brian Hoffman sets share price support levels for three mainstream blue chip stocks, gold and silver bullion, six precious metals stocks and a gold ETF during the traditionally   Read More

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