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

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

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 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

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

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

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

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

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

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

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 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 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 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

“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

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 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

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

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