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

Portfolio manager and MoneyLetter columnist John Stephenson says that despite persistent worries over valuation, there is no historical or economic reason to fear a market sell-off anytime soon. For that   Read More

‘Laissez les bon temps rouler.’ And the Cajun French certainly know how to do that. It’s that ability to spend and celebrate, no matter what hardships or geopolitical tensions exist,   Read More

Our ‘buy-low-sell-high’ approach to getting higher-than-average long-term returns has nothing to do with being brilliant when the stock market goes UP. It’s all about not losing when the market goes   Read More

American shale oil production is growing quickly. It’s set to make the US a net oil exporter again. This will reduce or eliminate Americans’ need for Canadian oil. Shale oil   Read More

‘Save your Confederate money, boys. The south will rise again.’ You may recall the lyrics about ‘Confederate’ dollars. They never did rise again. But the Yankee dollar? That’s another story.   Read More

‘Laissez les bon temps rouler.’ And the Cajun French certainly know how to do that. It’s that ability to spend and celebrate, no matter what hardships or geopolitical tensions exist,   Read More

Stock market speculators should continue to work in Canadian oil and gas stocks and precious metals stocks. Gold, silver, oil and natural gas are all in long-term up trends right   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

The emerging markets are in the best economic shape they have been in for years and they offer something that the developed world does not—explosive growth and dynamism. John Stephenson   Read More

Four times a year The Investment Reporter reviews its outlook for the economy’s five main sectors—financial, utilities, manufacturing, consumer and resources. Its guiding rule is that investors keep at least   Read More

Investor’s Digest of Canada columnist David Chapman says the current bull market which began in 2009 should be over by the first quarter of 2018. Both stocks and bonds are   Read More

The MoneyLetter columnist Ken Norquay creates a long-term investment strategy based on his study of behavioural finance and its effect on the stock markets. He says if the S&P 500   Read More

Seasonal financial analyst Don Vialoux says precious metals and their mining stocks generally reach a seasonal low in July and pick up speed again until late September. Cyclical stocks usually   Read More

ValueTrend portfolio manager Keith Richards doesn’t think the Canadian dollar will rise beyond the $0.79 to $0.80 US dollar range. And, says Keith: “I’m putting my money where my mouth   Read More

Cyclical investing works if the timing is right. The key question is: “Is this the right time?” Our current expansion (begun in 2009) is getting long in the tooth. Sectors   Read More

Would starting all over again from scratch make you a better investor? For behavioural finance analyst Ken Norquay, a friend’s sudden and total move across the country caused him to   Read More

On ‘The Back Page’, a weekly feature that examines the market outlook with a focus on a particular industry, The Investment Reporter recently rated seven beverage stocks as ‘buys’—including Molson   Read More

Four times a year, we make a 180-day forecast for the economy and stocks. We pick 25 stocks we expect to beat the market over that period and 25 stocks   Read More

Hero today, Zero tomorrow. That’s how ValueTrend portfolio manager Keith Richards reminds himself that sector rotation is becoming faster and more pronounced of late. So who’s hot, and who’s not?   Read More

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

Columnist Edward Gardiner looks at the uncertainties surrounding NAFTA negotiations, the U.S. budget and events in Europe. He’s encouraged enough to recommend holding pipelines, oil and gas stocks and automotive   Read More

Moody’s has downgraded the big six Canadian banks. But, much like when a tree falls in the forest, did anyone hear it? Professional money managers, who talk like bulls and   Read More

The warmer months typically bring about falling stock prices, but the key to using this information is figuring out what sectors will do well before the inevitable setback, says longtime   Read More

There’s still a few weeks before it’s time to sell in May and go away. Barrie, Ont.-based ValueTrend portfolio manager Keith Richards notes their portfolios still hold plenty of U.S.   Read More

When Canada’s real estate balloon starts to fizzle will it take Canadian financials stocks down with it? Behavioural finance analyst Ken Norquay recalls lessons of the past for readers of   Read More

We believe that the rate of inflation will quicken. This would drive up interest rates. Higher interest rates hurt bonds. Consider investing in shorter-term interest-producing investments. Or buy stocks. Inflation   Read More

The Trump rally is predicated on promises of things that may never happen or prove very difficult to fulfil. That in turn sets up the markets for a major disappointment   Read More

American and Canadian stock markets face some risks. We advise you to continue to gradually invest in high-quality stocks, but if you’re fearful about a stock market setback, then conserve   Read More

Analysts follow as many as 20 stocks, most of which are rated ‘buys’. Of those buys, an analyst has one or two special favourites seen as most suitable for new   Read More

Regular MoneyLetter columnist Ken Norquay is struggling to remain objective during the word war being waged by the U.S. media and their new president. As an investment advisor, his value   Read More

Dominant global technology stock Alphabet Inc. (parent of Google) and renewable energy stock Algonquin Power and Utilities are the two best stocks to buy now says Toronto-based Sentry Investments analyst   Read More

John Stephenson, a regular columnist in The MoneyLetter, says there is little doubt that the outlook for the stock market’s path higher will most likely be a bumpy one, as   Read More

Gold and gold mining stocks will benefit from the turbulence of the Trump presidency. And, analyst David Chapman writes in Investor’s Digest of Canada, the amount of new gold being   Read More

Keith Richards, a regular columnist in The MoneyLetter, says short term trading indicators are signalling a market pullback. Long term the bigger picture is largely bullish. He suggests a good   Read More

Regular MoneyLetter columnist John Stephenson says the outlook for many emerging markets in 2017 is up, not sideways. India is headed for its third straight year as the fastest-growing major   Read More

Continue to add to your Canadian equity mutual funds portfolio. Aggressive small-cap equity mutual funds are starting to reward risk takers now.
Economic data and market sentiment have improved in recent   Read More

Behavioural finance analyst Ken Norquay makes the case that stock market risk is higher than normal as 2017 begins and advises investors to hold lower-than-normal amounts of stocks and bonds   Read More

Dominant global technology stock Alphabet Inc. (parent of Google) and renewable energy stock Algonquin Power and Utilities are the two best stocks to buy now says Toronto-based Sentry Investments analyst   Read More

President-elect Donald Trump plans to make U.S. infrastructure “second to none”. He also plans to cut income taxes. This is likely to lead to higher inflation rates and higher interest   Read More

Regular MoneyLetter columnist John Stephenson offers his stock market outlook for the early days of a Trump administration. Financial stocks should be among the first big winners because of the   Read More

President-elect Donald Trump plans to make U.S. infrastructure “second to none”. He also plans to cut income taxes. This is likely to lead to higher inflation rates and higher interest   Read More

Canada’s residential real estate market may be growing into a giant collapsible bubble. Portfolio manager and regular MoneyLetter columnist Keith Richards argues there are better ways to seek capital gains   Read More

Regular MoneyLetter columnist John Stephenson was prescient enough to give serious consideration to the possibility of a Trump presidency and picked three stocks—an aerospace and defence manufacturing stock, an oil   Read More

Historically, small stocks (or small-cap stocks) easily beat big stocks (or large-cap stocks). But almost all of the better gains of small stocks occurred in one unusual nine-year period. Big   Read More

Behavioural finance analyst Ken Norquay observes that investors love to read the financial news and study its impact on stock prices. But what should be more relevant for investors and   Read More

Investor’s Digest of Canada columnist Jeana Deal may not own a horse named Silver nor a six-shooter loaded with silver bullets. But she does think it’s time to saddle up   Read More

Have your cake and eat it too. Impossible? Maybe not, says portfolio manager Keith Richards. Mr. Richards names some stock sectors and specific exchange traded funds that you can use   Read More

The outcome of the U.S. election is making investors skittish. However, notes market observer Edward Gardiner, a Trump victory will precipitate a stock market disaster—but the price of gold will   Read More

The yields on 10-year government bonds are far lower than the dividend yields of many stocks. This is like the situation that existed until the mid-1950s. We expect government bonds   Read More

Technical analyst and portfolio manager Keith Richards says bonds, utilities and consumer staples tend to do well in the weaker market months of May to November. He names some favourite   Read More

Have your cake and eat it too. Impossible? Maybe not, says portfolio manager Keith Richards. Mr. Richards names some stock sectors and specific exchange traded funds that you can use   Read More