When stocks fall, opportunity rises
The Investment Reporter •2021-03-30 •
Share prices do not rise or fall in a straight-line. Instead, prices back and fill, take two steps forward and one step back or vice versa. Here are some lessons Read More
Adopting an appropriate investment strategy requires an investor to build a systematic plan of action to achieve his or her long term goals. The plan will determine the allocation of investable assets among stocks, bonds, cash and cash equivalents and alternative investments. The plan will consider such macro factors as economic trends, inflation and interest rates. Other factors are more personal–such as the investor’s age and risk tolerance as well as future needs for income and capital expenses. Tactics to achieve these individual strategic investment goals will inevitably involve a trade-off between risk and reward parameters. The expectation of higher returns will almost certainly involve the acceptance of some risk. Investors determined to follow their plan will commit it to writing. Then, when the going gets tough in stressful financial markets, the comfort of re-reading your strategic plan will remind you that you’re on the right path.
The Investment Reporter •2021-03-30 •
Share prices do not rise or fall in a straight-line. Instead, prices back and fill, take two steps forward and one step back or vice versa. Here are some lessons Read More
Investor's Digest of Canada •2021-03-17 •
Portfolio manager Mike Vinokur picks an oil and gas stock and a cargo and passenger air transportation services provider as his current ‘best buy’ stocks.
Taking a short breather after a Read More
The TaxLetter •2021-03-16 •
Financial planner Mark Halpern says now is the time to prepare for the tax increases that will help Ottawa pay for all its COVID relief efforts.
If only we could see Read More
The Investment Reporter •2021-03-15 •
Rather than placing a lot of emphasis on this single indicator, you’ll be better off putting the time into developing a long-term investment plan that meets your needs and goals.
A Read More
Money Reporter •2021-03-10 •
If past performance is no guarantee of future performance, how can you choose a fund?
Some statistics will help pick out the long-term, if not the short-term winners.
Picking tomorrow’s winners among Read More
Money Reporter •2021-03-04 •
Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.
Fiscal stimulus and ultra-low interest rates helped Read More
The Investment Reporter •2021-02-28 •
Over the past 30+ years, The Hulbert Financial Digest calculates that The Investment Reporter recommendations have yielded an average annual gain of 12.88 per cent.
We are often asked about the Read More
The Investment Reporter •2021-02-18 •
Now is as good a time as any to make changes in your investment program. Take a close look at your investment portfolio, and you may find some improvements are Read More
Money Reporter •2021-02-17 •
One of the least understood, and most overly complex, terms is ‘asset allocation’. For many, this term is little more than an attempt to make market timing sound respectable.
Asset allocation Read More
The MoneyLetter •2021-02-16 •
ValueTrend’s Keith Richards says emerging markets, Europe and Asia should be on your radar for portfolio diversification. This, along with some commodity plays.
Readers of The MoneyLetter know that I’ve harped Read More
The Investment Reporter •2021-02-14 •
The Beardstown Ladies were an investment club who purported to beat the best on Wall Street. Alas, it was all a mistake.
The Beardstown Ladies were an investment club made up Read More
The Investment Reporter •2021-02-08 •
DRIPs (Dividend Re-Investment Plans) and cash option plans help you build wealth. That’s thanks to the dozen advantages that we outline here.
Dividend reinvestment is critical to building wealth. So make Read More
The MoneyLetter •2021-02-07 •
Behavioural finance analyst Ken Norquay says when the central bankers change direction, we should too.
2020, the so-called Year of Good Vision, turned out to be the Year of ‘We’ve Never Read More
Money Reporter •2021-02-03 •
Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.
Fiscal stimulus and ultra-low interest rates helped Read More
The Investment Reporter •2021-02-02 •
Over the past 30+ years, The Hulbert Financial Digest calculates that The Investment Reporter recommendations have yielded an average annual gain of 12.88 per cent.
We are often asked about the Read More
The TaxLetter •2021-01-21 •
If you have a family and assets, you need an estate plan and a will. And, says WealthInsurance.com CEO Mark Halpern, you need to review it at least every five Read More
The MoneyLetter •2021-01-17 •
Ken Norquay says in times of aggressive monetary policy, pandemic, potential deflation, potential hyperinflation and economic melt down, focus on preservation of capital.
The financial winds have shifted. Eight months after Read More
Money Reporter •2021-01-13 •
One of the least understood, and most overly complex, terms is ‘asset allocation’. For many, this term is little more than an attempt to make market timing sound respectable.
Asset allocation Read More
The Investment Reporter •2021-01-12 •
Now is as good a time as any to make changes in your investment program. Take a close look at your investment portfolio, and you may find some improvements are Read More
The Investment Reporter •2021-01-07 •
DRIPs (Dividend Re-Investment Plans) and cash option plans help you build wealth. That’s thanks to the dozen advantages that we outline here.
Dividend reinvestment is critical to building wealth. So make Read More
The MoneyLetter •2021-01-04 •
ValueTrend’s Keith Richards says emerging markets, Europe and Asia should be on your radar for portfolio diversification. This, along with some commodity plays.
Readers of The MoneyLetter know that I’ve harped Read More
The Investment Reporter •2021-01-03 •
The Beardstown Ladies were an investment club who purported to beat the best on Wall Street. Alas, it was all a mistake.
The Beardstown Ladies were an investment club made up Read More
The TaxLetter •2020-12-29 •
Your cottage is a special place for the family. Mark Halpern of WEALTHinsurance.com explains the financial implications of dealing with a cottage for future generations.
Many Canadians who own a family Read More
The Investment Reporter •2020-12-28 •
There’s a human side to investing, and understanding it can make a big improvement in your returns, while lessening risk.
We all like to think of ourselves as rational, discerning, and Read More
The Investment Reporter •2020-12-13 •
We labour mightily to haul gold out of dark mines only to hide it again in dark bank vaults. And to what end?
Some investors use gold to protect against potential Read More
Money Reporter •2020-12-10 •
Through its monetary policy tools, the Bank of Canada can starve the financial system of money, or flood the system, to get rates back to within its desired operating bands.
The Read More
The TaxLetter •2020-12-08 •
Gift-giving season prompts Mark Goodfield (aka The Blunt Bean Counter) to look at some tax and other considerations regarding gifts to grandchildren.
Many grandparents ask me about the tax and practical Read More
The Investment Reporter •2020-12-01 •
You may find margin useful when you want a short-term bridging loan. Other than that, however, we advise against using margin to prevent the problems that margin brings.
As you know, Read More
The Investment Reporter •2020-11-26 •
There’s a human side to investing, and understanding it can make a big improvement in your returns, while lessening risk.
We all like to think of ourselves as rational, discerning, and Read More
Money Reporter •2020-11-25 •
“I can’t recall ever once having seen the name of a market timer on Forbes’ annual list of the richest people in the world.” Peter Lynch.
What is the right price Read More
The MoneyLetter •2020-11-23 •
Cut back stocks. Add to your gold holdings. Behavioural finance analyst Ken Norquay says the stock market is riskier than ever: add to your gold holdings over the next few Read More
The Investment Reporter •2020-11-22 •
Gift-giving season is nigh. But the tax department’s attribution rules complicate the matter of giving securities to your children and grandchildren.
Always keep things in perspective when you tax plan. Once Read More
The TaxLetter •2020-11-17 •
Your cottage is a special place for the family. Mark Halpern of WEALTHinsurance.com explains the financial implications of dealing with a cottage for future generations.
Many Canadians who own a family Read More
Money Reporter •2020-11-11 •
As a publication focused a good deal on fixed-income securities, a lot of the Money Reporter’s content deals with bonds and debentures. But what’s the difference?
What is the fundamental difference Read More
The Investment Reporter •2020-11-01 •
Forget Garth Brooks and his friends in low places. At AGM time, you need powerful friends like big institutional investors who demand more of corporate management.
Each year, the companies that Read More
The MoneyLetter •2020-10-29 •
Portfolio manager Keith Richards says opportunities are coming, but you must have cash to take advantage of them. This will not be the end of the world. It’s a much-needed Read More
Investor's Digest of Canada •2020-10-28 •
BMO Capital’s Brian Belski says uncertainty from COVID-19 has shifted investor preferences. But as markets pivot from chaos to coexistence, Canadian stocks will participate.
There is no doubt about it. US Read More
Money Reporter •2020-10-27 •
In our view, a more important factor than style, declared or otherwise, is a manager’s discipline to his or her particular set of decision-making criteria.
Value investing and growth investing. In Read More
The Investment Reporter •2020-10-21 •
While portfolio balance and diversification are vital investment goals, you shouldn’t forget that simplicity is too.
Most investment guides stress the benefits of balance and diversification in an investment portfolio. All Read More
Money Reporter •2020-10-14 •
Continue to buy gradually, emphasizing diversified, conservative Canadian and international (ex US) equity funds.
We think US stock valuations are rather high. We therefore recommend new money be added to non-US Read More
The MoneyLetter •2020-10-08 •
So says behavioural finance analyst Ken Norquay. “I recommend selling your long-term financial stocks before the next stock-market down wave begins.”
In past articles, I have referred to certain investing techniques Read More
The Investment Reporter •2020-10-05 •
In chemistry, ‘volatility’ refers to the ability of a substance to evaporate quickly—or, under the right conditions, to explode. In investments, it means much the same thing.
Volatile investments appeal to Read More
The MoneyLetter •2020-10-01 •
Behavioural finance analyst Ken Norquay says now is the perfect time to reduce your exposure to the stock market.
Quite clearly, COVID-19 is not the problem for stock market investors. Since Read More
Investor's Digest of Canada •2020-09-29 •
Holding gold should be a priority for investors looking to preserve wealth during looming economic uncertainty, says BMG Group president Nick Barisheff.
The term ‘unprecedented’ has been used to explain 2020 Read More
Money Reporter •2020-09-23 •
The final years of a presidential term—the third and fourth—have frequently been blessed by prosperity and bull markets. This has been especially true of the third year.
Amid all the worries Read More
The Investment Reporter •2020-09-20 •
In medieval England, Robin Hood was known to rob from the rich and give to the poor. These days, the closest thing to Robin Hood is inflation. It robs from Read More
The Investment Reporter •2020-09-15 •
In chemistry, ‘volatility’ refers to the ability of a substance to evaporate quickly—or, under the right conditions, to explode. In investments, it means much the same thing.
Volatile investments appeal to Read More
Investor's Digest of Canada •2020-09-13 •
“Moves by the [HUV] index above its 20-, 50- and 200-day moving averages is the preferred trigger for a seasonal trade (that is, to sell) lasting to at least mid-October Read More
The MoneyLetter •2020-09-10 •
So says behavioural finance analyst Ken Norquay. “I recommend selling your long-term financial stocks before the next stock-market down wave begins.”
In past articles, I have referred to certain investing techniques Read More
The MoneyLetter •2020-09-06 •
Keith Richards of ValueTrend Wealth Management sees an opportunity to make money when money rotates out of overvalued theme-stocks into overlooked sectors and stocks.
Normally, one or two news headlines dominate Read More
The MoneyLetter •2020-08-23 •
Behavioural finance analyst Ken Norquay says it is clear that the economic world is in chaos. Conservative investors should be much more cautious than usual.
In today’s world of fake news Read More
The MoneyLetter •2020-08-16 •
ValueTrend’s Keith Richards thinks the odds for a second market pullback outweigh the odds for a return to the bull market just yet. “Wrong or right,” he says, “I have Read More