“Our bank pick is trading at valuations that are compelling enough to justify buying it at present prices. Our pipeline pick is a hedge of sorts against lower bond yields,”   Read More

ValueTrend portfolio manager Keith Richards wonders if we are in for a storm (a new bear market), or is this just the pause that refreshes (a continuing bull market)?
Back in   Read More

“Our bank pick is trading at valuations that are compelling enough to justify buying it at present prices. Our pipeline pick is a hedge of sorts against lower bond yields,”   Read More

ValueTrend portfolio manager Keith Richards wonders if we are in for a storm (a new bear market), or is this just the pause that refreshes (a continuing bull market)?
Back in   Read More

Behavioural finance analyst Ken Norquay casts his skeptical eye on the notion that the baby boomers have had their financial dreams come true. Why would they worry?
While travelling in Colorado   Read More

There are lots of people that offer up market predictions. Far fewer in number are those who command a great deal of respect, based on their past record.
It’s a rare   Read More

“Being able to perform in line or better than the market while holding almost a third in cash suggests that our stock picking and trading strategy have provided positive alpha   Read More

A top-10 Canadian bank and a CAD-hedged ETF tracking the Dow Jones Industrial Average are PI Financial portfolio manager’s current top two stock picks.
Feeling bullish? If so, Vancouver-area portfolio manager   Read More

A top-10 Canadian bank and a CAD-hedged ETF tracking the Dow Jones Industrial Average are PI Financial portfolio manager’s current top two stock picks.
Feeling bullish? If so, Vancouver-area portfolio manager   Read More

A top-10 Canadian bank and a CAD-hedged exchange-traded fund tracking the Dow Jones Industrial Average are PI Financial portfolio manager’s current top two stock picks.
Feeling bullish? If so, Vancouver-area portfolio   Read More

If you have new money to invest, we consider the Canadian stock market a good place to put some of your money. We would take this opportunity to invest in   Read More

Cryptoassets are not just cryptocurrencies; every asset will be digitized and these cryptoassets are ultimately going to come to represent almost every single asset we have—natural assets, commodities, securities, and   Read More

Behavioural financial analyst Ken Norquay believes managers of big portfolios are ‘concerned’ about the market. But they have a liquidity problem. Selling will depress the market. Small investors don’t have   Read More

The United States and China are embroiled in a trade war. Britain must soon leave the European Union. Italy’s populist government wants to go on a spending spree. Political uncertainty   Read More

When everyone else is selling, ValueTrend portfolio manager Keith Richards starts looking for buying opportunities. He recently reviewed four of the dominant trends in seasonally favourable groups. They are technology   Read More

Legendary New Brunswick oil (and everything else) magnate K.C. Irving’s three sons were both affectionately and derisively known as Oily, Gassy and Greasy. Seasonality financial analyst Don Vialoux’s use of   Read More

This market is not an easy one for investors. What worked yesterday may cause damage today. Yesterday’s dogs, on the other hand, can become tomorrow’s heroes. You need to watch   Read More

Legendary New Brunswick oil (and everything else) magnate K.C. Irving’s three sons were both affectionately and derisively known as Oily, Gassy and Greasy. Seasonality financial analyst Don Vialoux’s use of   Read More

Behavioural finance analyst Ken Norquay says: “If your monthly statement shows big losses, change your mind; change your view; change your strategy. If your monthly statement shows big profits, stick   Read More

PI Financial portfolio manager Guy Lapierre picks three oil and gas stocks and a sugar producer as his ‘best buys’. [ed.–How did a sugar producer get in with his oil   Read More

If China starts to sell a small portion of its holdings of US bonds and bills, US interest rates could go even higher. China has a very significant ‘ace in   Read More

There are tailwinds benefiting and headwinds hindering stock markets. It’s difficult to know whether the tailwinds or the headwinds will prevail. Even if you’re pessimistic, keep your high-quality stocks, but   Read More

Shorten the average term to maturity of your bond holdings, and more importantly their duration, by trading into high coupon short term bonds. Any new money you have to invest   Read More

This market is not an easy one for investors. What worked yesterday may cause damage today. Yesterday’s dogs, on the other hand, can become tomorrow’s heroes. You need to watch   Read More

That sums up the advice of Investor’s Digest of Canada columnist T. Edward Gardiner. “If you’re holding utilities stocks, they’re probably as safe as anything else, and resource stocks may   Read More

Investor’s Digest of Canada contributors Doug Cooper and David Kideckel, Toronto-based Beacon Securities equity analysts, argue the United States is in the midst of a pot revolution. Americans are hankering   Read More

US fundamentals remain very strong, and even though this is one of the longest bull markets in history, the economic recovery is also one of the shallowest in history, suggesting   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.
What to do about bonds now
On July 11,   Read More

Are you, or someone you know, looking for a new mortgage loan. Unless the thought of higher interest rates keeps you up at night, you’d be hard-pressed to find a   Read More

If China starts to sell a small portion of its holdings of US bonds and bills, US interest rates could go even higher. China has a very significant ‘ace in   Read More

PI Financial portfolio manager Guy Lapierre picks three oil and gas stocks and a sugar producer as his ‘best buys’. [ed.–How did a sugar producer get in with his oil   Read More

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. Still, we don’t   Read More

The US Federal Reserve continues to tighten its monetary policy which causes bond yields to move higher. You should maintain a short duration for your bond holdings by transitioning into   Read More

The US dollar (USD) rises when stocks fall more often than not. If you believe, as The MoneyLetter columnist Keith Richards does, that there is reason for a substantial market   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.
What to do about bonds now
After spiking a   Read More

The stock market survived Black Monday in 1987 because the underlying economy was strong. Odlum Brown vice-president and research director Murray Leith recently told subscribers to Investor’s Digest of Canada   Read More

Domestic and international demand have aligned with the historic seasonal trends for base metals. Seasonal analyst Don Vialoux recently told Investor’s Digest readers which two exchange-traded funds to buy as   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. Maintain short durations for your bond holdings   Read More

A gold-backed petro yuan will allow oil producers to sell oil to China in yuan, and then exchange yuan into gold via the Shanghai Gold Exchange. This system will be   Read More

When you buy stocks in sectors and sub-sectors of the market, keep your goals in mind. If you’re a conservative, income-seeking investor, focus on utilities, financial stocks and consumer stocks.   Read More

Vancouver-based HollisWealth® portfolio manager Elvis Picardo, thinks it would be safe to assume that market volatility will be higher this year than it has been in the last couple of   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

Every month the Money Reporter, the newsletter for investors whose interest is more interest, publishes its list of recommended bonds and preferred shares.
What to do about bonds
Bonds have begun the   Read More

The Dow Jones Industrial Index has gone parabolic. (Prices are increasing and the rate of increase is increasing.) This pattern usually occurs in commodities or speculative individual stocks, rarely in   Read More

So far in 2018, the January barometer suggests that markets will close the year higher than when they began the year. (Canadians have, of course, a special reason to be   Read More

The Money Reporter regularly surveys insured deposit-taking institutions so you know where to get the best interest rate on insured deposits all across Canada.
The Bank of Canada started the year   Read More

The recent cryptocurrency frenzy inevitably calls excesses of the late 1990s dot-com bubble to mind. New Investor’s Digest columnist Jordan Lazaruk questions whether or not the cryptocurrency phase is history   Read More

Portfolio manager John Stephenson says that while there is plenty to keep investors up at night these days, equity markets still remain the best relative alternative in a world of   Read More

Not quite what American author and editor Horace Greeley is credited with saying when advising exploitation of 19th century western expansion and prosperity in the USA. Here in Canada in   Read More

A recent report that the US is considering terminating NAFTA caused the Canadian dollar, major Canadian blue-chip stocks and government bond yields to sink. What should you do to prepare   Read More

After the biggest tax-reform since the Reagan administration, it is useful to have tax-smart investing strategies for today’s world. Both the US and international markets are expected to rise. With   Read More

It’s best to diversify your portfolio across all five sectors of the economy: finance, utilities, consumer, manufacturing and resources. Remember, though, there’s danger in loading up on stocks in sectors   Read More