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

We don’t know if portfolio manager Keith Richards gave any advice to Casey and the strawberry blonde he adored, but Mr. Richards recently warned his readers in The MoneyLetter to   Read More

With apologies to the “No Sex, Please—We’re British” playwrights,  The MoneyLetter’s behavioural finance analyst Ken Norquay takes a look at why people make seemingly irrational decisions about investment strategy. His   Read More

Voters in the United Kingdom have voted to leave the European Union. The U.S. Fed has signaled that U.S. interest rates will remain lower for longer, perhaps not rising until   Read More

Markets have hit some resistance as the weather has warmed and seasonality is a likely catalyst for the correction. The S&P/TSX Composite Index has found resistance just above 14,000. Technical   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

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

‘What? Me worry?’ would be MAD magazine cover boy Alfred E. Neuman’s attitude about the stock market. But The MoneyLetter’s behavioural finance analyst, Ken Norquay, has his own take on   Read More

Economist Paul Samuelson quipped: “The stock market has forecast nine of the last five recessions.” So, advises Toronto-based portfolio manager John Stephenson, dial down the noise about continuing market gyrations   Read More

Barrie, Ont.-based ValueTrend portfolio manager Keith Richards thinks so and he offers nine indicators as the evidence that convinced him to adopt a bearish market outlook and a defensive investment   Read More

“…there are known knowns; …there are known unknowns; …there are also unknown unknowns.”–Donald Rumsfeld.  “Don’t pretend to know the unknowable.”–Ken Norquay.
Behavioural finance strategist Ken Norquay is a frequent contributor to   Read More

“To every thing there is a season, and a time to every purpose under the heaven: A time to be born, and a time to die; a time to plant,   Read More

The financial sector’s exposure to the energy sector is driving banking stocks down world-wide. John Stephenson is portfolio manager and President and CEO of Stephenson & Company Capital Management Inc.   Read More

Chartered Market Technician Don Vialoux combines technical, fundamental and seasonality analysis to predict that Canadian metals and mining companies and U.S. industrial companies are set to rise this spring. He   Read More

Four times a year, the team at The Investment Reporter makes some short term predictions. We do a 180-day forecast for the economy looking for sectors that will lead and   Read More

Your best long term strategic investment plan is to balance your portfolio across the five main sectors of the economy: finance, utilities, consumer products and services, manufacturing and resources. Each   Read More

If you believe a continued market downtrend for the intermediate term is likely, then shorting the market with exchange traded funds, stocks, currencies and gold might be of interest to   Read More

The Bank of Canada was right to hold off on cutting the prime interest rate but sunny government inflation statistics and industry forecasts are deceptive. Edward Gardiner, an Ottawa-based market   Read More

Ken Norquay is a Chartered Market Technician, author of the behavioural finance book Beyond the Bull and a regular contributor to The MoneyLetter. He is currently on a European reconnaissance   Read More

Chartered Market Technician Don Vialoux combines technical, fundamental and seasonality analysis to predict that Canadian metals and mining companies and U.S. industrial companies are set to rise this spring. He   Read More