TSX is commodity-heavy
Investor's Digest of Canada •2023-01-30 •
Oil is one of my top sector picks for 2023. I am bullish on oil for a number of reasons. JPMorgan Chase & Co. recently noted that U.S. President Joe Read More
Investor's Digest of Canada •2023-01-30 •
Oil is one of my top sector picks for 2023. I am bullish on oil for a number of reasons. JPMorgan Chase & Co. recently noted that U.S. President Joe Read More
Investor's Digest of Canada •2023-01-03 •
The in-person RealREIT 2022, held at the Metro Toronto Conference Centre on Sept. 8, gave its attendees a welcome return to live conferences after a two-year virtual hiatus. What has Read More
Investor's Digest of Canada •2022-12-28 •
The U.S. Inflation Reduction Act of 2022 is a win for clean energy names with U.S. presence, and should help the country drive down emissions. The final legislation allocates US$370 Read More
Investor's Digest of Canada •2022-12-01 •
The in-person RealREIT 2022, held at the Metro Toronto Conference Centre on Sept. 8, gave its attendees a welcome return to live conferences after a two-year virtual hiatus. What has Read More
Investor's Digest of Canada •2022-11-27 •
The U.S. Inflation Reduction Act of 2022 is a win for clean energy names with U.S. presence, and should help the country drive down emissions. The final legislation allocates US$370 Read More
The MoneyLetter •2022-11-16 •
In my stock market book, Beyond the Bull, I emphasized the inter-connected nature of the financial markets. Everything is connected to everything else. At this stage in the cycles, the Read More
The Investment Reporter •2022-11-13 •
Here’s what we expect the stock market and the economy to do over the next 180 days. The key issue these days is runaway inflation and high and rising interest Read More
Investor's Digest of Canada •2022-11-10 •
The work-from-home trend is dying down, which means many Canadian workers are going back to the office. GDI Integrated Facility Services Inc. and Dream Office REIT are benefitting from the Read More
Investor's Digest of Canada •2022-10-25 •
The U.S. Inflation Reduction Act of 2022 is a win for clean energy names with U.S. presence, and should help the country drive down emissions. The final legislation allocates US$370 Read More
Investor's Digest of Canada •2022-10-10 •
CIBC has introduced a quarterly preview of our office, seniors housing and diversified real estate coverage. In opening, we believe the current sell-off could prove an attractive long-term entry point, Read More
Investor's Digest of Canada •2022-10-06 •
Following the staggering depths of 2020 and dizzying highs of 2021, the markets have reverted to the mean in 2022, aping historical trends and setting the stage for a rally Read More
The Investment Reporter •2022-09-14 •
The U.S. dollar has risen against other major currencies. In uncertain times, many foreign investors want to hold American dollars. After all, the U.S. remains the world’s largest economy. And Read More
Investor's Digest of Canada •2022-09-06 •
Following the staggering depths of 2020 and dizzying highs of 2021, the markets have reverted to the mean in 2022, aping historical trends and setting the stage for a rally Read More
Investor's Digest of Canada •2022-08-28 •
Although prices of all manner of assets are dropping as interest rates rise to combat inflation and credit tightens, there are still reasons for optimism in 2022, argues Toronto portfolio Read More
Investor's Digest of Canada •2022-06-26 •
The ups and downs of today’s markets have driven many investors to seek out stable, predictable income through dividends, and analyst Zachary Evershed of National Bank Financial has a few Read More
Investor's Digest of Canada •2022-06-09 •
Stormy clouds of a recession are brewing. However, below are two stocks that are considered recession-proof due to their “brand power” by portfolio manager Benoit Poliquin.
Should the forming clouds of Read More
Investor's Digest of Canada •2022-03-22 •
Equity analyst Don Vialoux names two ETFs as his “best buys” to benefit from US President Joe Biden’s expanding infrastructure investment.
Joe Biden’s sophomore year has run in line with history Read More
Investor's Digest of Canada •2022-02-24 •
Equity analyst Don Vialoux names two ETFs as his “best buys” to benefit from US President Joe Biden’s expanding infrastructure investment.
Joe Biden’s sophomore year has run in line with history Read More
Money Reporter •2022-01-10 •
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
Money Reporter •2021-12-01 •
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
The Investment Reporter •2021-11-28 •
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
The Investment Reporter •2021-11-16 •
Each quarter, we make a 180-day forecast of what we expect the economy and the stock market to do over the next six months.
Here’s our forecast of what we expect Read More
Money Reporter •2021-11-10 •
Add to equity markets in Canada, Europe, the UK and Japan. Go easy on investing in US stocks.
The economic recovery continues to be propelled by monetary and fiscal stimuli, the Read More
Money Reporter •2021-11-04 •
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
Investor's Digest of Canada •2021-10-28 •
Murray Leith explains Odlum Brown’s positioning this year to take advantage of a brighter economic outlook and also to hedge against the risk of higher inflation.
Equities have had a great Read More
The Investment Reporter •2021-10-17 •
Each quarter, we make a 180-day forecast of what we expect the economy and the stock market to do over the next six months.
Here’s our forecast of what we expect Read More
Money Reporter •2021-10-06 •
Add to equity markets in Canada, Europe, the UK and Japan. Go easy on investing in US stocks.
The economic recovery continues to be propelled by monetary and fiscal stimuli, the Read More
Investor's Digest of Canada •2021-09-22 •
Murray Leith explains Odlum Brown’s positioning this year to take advantage of a brighter economic outlook and also to hedge against the risk of higher inflation.
Equities have had a great Read More
Investor's Digest of Canada •2021-08-23 •
Murray Leith explains Odlum Brown’s positioning this year to take advantage of a brighter economic outlook and also to hedge against the risk of higher inflation.
Equities have had a great Read More
Money Reporter •2021-07-28 •
The big Canadian banks are indicators of the economy’s health. How did they fare in the second quarter?
The second-quarter earnings season for the big six Canadian banks has come and Read More
The Investment Reporter •2021-07-13 •
Here’s our forecast of what we expect of the economy and the stock market over the next six months.
Here’s our outline of what we expect of the economy and stock Read More
The Investment Reporter •2021-06-02 •
Benjamin Graham, the father of fundamental stock analysis, likened the stock market to a bi-polar person. Is Mr. Market now too manic?
Benjamin Graham wrote the investment classic Security Analysis in Read More
The Investment Reporter •2021-04-20 •
Warren Buffett said that stock market forecasters exist to make fortune tellers look good. Regardless, here’s our outlook for the next 180 days.
Here’s our outline of what we expect of Read More
Money Reporter •2021-04-08 •
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 •2021-04-05 •
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
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 •2021-03-04 •
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 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 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 •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 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 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
Investor's Digest of Canada •2020-10-07 •
“The shift in our society has been exacerbated. When government funding runs out, that would be apparent,” says Guy Lapierre. “You don’t replace the income of a 747 pilot with 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
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
Investor's Digest of Canada •2020-09-07 •
“The shift in our society has been exacerbated. When government funding runs out, that would be apparent,” says Guy Lapierre. “You don’t replace the income of a 747 pilot with 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
Investor's Digest of Canada •2020-08-13 •
Shield Mortgage Capital’s Jason Geall says the private mortgage market during COVID-19 is seeing lenders tightening up credit criteria and sticking to low loan-to-value mortgages.
It’s been a wild few months, Read More