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

Central banks and governments are stimulating economies for a reason. Whatever the reason, behavioural finance analyst Ken Norquay says, you too should defend your portfolio.

In our last article, we promised   Read More

Gus Papageorgiou, PI Financial’s research head, says if a vaccine is developed by fall, we should see a robust recovery. If not, and a second wave hits, a recovery may   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

BMO chief economist Douglas Porter takes a look at the possible chart formations tracking a post-pandemic economic recovery. Give me a “U”, give me a “V”; give me a .   Read More

Seasonality analyst names this conservative ETF, with a basket of diversified international healthcare stocks (which, he says, trumps all other market sectors), as his current ‘best buy’.

Market volatility will be   Read More

To our valued readers,

In order to comply with government directives related to COVID-19, as of Wednesday, March 25, MPL Communications (publisher of AdviceForInvestors.com, The Investment Reporter, Investor’s Digest of Canada,   Read More

In its regular feature ‘What to do this month’, the Money Reporter recently took a look at common stocks and mutual funds.
What to do about common stocks

The outlook for the   Read More

The January barometer gave a mixed outlook for 2020. An interesting indicator, perhaps, but we think you’re better off putting time into developing a long-term investment plan.

A recurring pattern that   Read More

In its regular feature ‘What to do this month’, the Money Reporter recently took a look at common stocks and mutual funds.
What to do about common stocks

The outlook for the   Read More

2019 saw no movement in administered interest rates in Canada, after a busy period of rising rates that began in mid-2017 and lasted into 2018.

The US Federal Reserve is expected   Read More

What would attract investors to buy bonds that have a negative yield? Odlum Brown’s Murray Leith’s ruminations may help you clear your New Year’s Day thinking.

Jyske Bank, Denmark’s third-largest, made   Read More

The economy may be slowing, but three stocks distinguished themselves at CIBC World Markets institutional investor conference.
CIBC World Markets analysts Kevin Chiang, Krista Friesen, and Seth Rubin concluded the consistent   Read More

There is a distinct possibility that the bond market, the stock market and the economy all peaked in the third quarter of 2019. Something is wrong. Beyond the Bull author   Read More

If your investment time horizon is shortening, or you don’t like volatility, you might want to consider a change in your asset allocation to reflect the riskier outlook for equities.

With   Read More

Ken Norquay recalls the late Richard Russell’s admonition in making the case that investors who have not adopted financial plans that include selling, should do so immediately.

I remember those carefree   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

“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