This choppy, sideways market is no place for a buy-and-hold investment strategy. The best approach is one of constant sector rotation. So says Keith Richards, a portfolio manager at Barrie,   Read More

Severe market corrections cause many investors to question their long term strategic investment plans. ‘Buy low; Sell high’ is a popular, but not very helpful, investment strategy. Better you should   Read More

Despite hand-wringing over America’s rising debt levels, U.S. markets continue to lead the world and the S&P 500 Composite Index has risen sharply over the past six years. Keith Richards,   Read More

Balanced investors should now hold about two per cent of their total investment portfolio in cash, which is up from the one per cent we previously advised you to hold.   Read More

Six years ago was the right time for aggressive investing. The time for extreme caution is coming soon. That’s the market outlook from Ken Norquay, CMT and author of the   Read More

Is now the time to sell your equities? Or is this really the question you should be asking yourself? No equity investment is immune when the stock market outlook suggests   Read More

With both stocks and commodities having traded in fairly confined ranges, the S&P 500 is now due for a healthy pullback. That’s the market outlook from Toronto-based Brian Hoffman, CPA,   Read More

Overall, the stock market outlook remains volatile, while the bond market outlook could be on the verge of a tantrum. Here’s where to find some comfort food for the soul—and   Read More

It’s difficult to see how a standoff between Greece and its creditors will be resolved. If Greece is forced out of the euro-zone, then the monetary block’s future is open   Read More

Conventional wisdom is, well, conventional—and often inappropriate. Sunil Vidyarthi, president of Oakville, Ont.-based Value Sciences Inc., says the wisdom of putting bonds in your RRSP is flawed. In fact stocks   Read More

You might say successful investing is easy. All you have to do is buy low and sell high. But how you do that is more of a problem. What’s more,   Read More

To ride out a correction, raise your cash limit. That’s the market outlook from Keith Richards, portfolio manager of Barrie, Ont.-based Value Trend/Wealth Management. With lots of change in your   Read More

John Stephenson, portfolio manager and president of Toronto-based Stephenson & Company Capital Management Inc., says the recent dramatic decline in the greenback is unlikely to be sustained for an extended   Read More

Former Investor’s Digest of Canada editor Carlyle Dunbar argues that deflation is on its way. But when? In the meantime large-cap healthcare and information technology stocks are now starring on   Read More

Financial markets always face risks. Low-risk investments such as government bonds pay so little that you lose money to inflation. So it’s important to invest in stocks despite the risks   Read More

Nature is springing back to life. But the markets are likely to correct significantly. Rebalance to emphasize cash and low-beta stocks. Keith Richards, portfolio manager at Barrie, Ont.-based ValueTrend suggests   Read More

The Money Reporter regularly publishes tables of recommended government bonds, corporate bonds and preferred shares suitable for income-oriented investors. The monthly Fact and Advice Sheet also gives guidance for current   Read More

While the United States is entering an extended period of monetary tightening, Europe is beginning its experiment of unbridled and unrestrained monetary stimulus. One thing that investors know from the   Read More

Look to iShares CDN S&P/TSX Capped Financials Index Fund for a signal that Canadian stocks are due for a correction. When trying to gauge market outlook, financial stocks are a   Read More

Limit the risk of your holdings. Adopt an investment strategy that will let you profit from—rather than be victimized by—bear market conditions.   Read More

The European Central Bank, or ECB, ushered in a new era by launching an aggressive bond-buying program in January. The euro zone is one of the global economy’s biggest trouble   Read More

 “As a technical analyst, I tend to avoid making longer-term predictions about markets, sectors or commodity prices. I find that forecasting market movements or events out beyond a few months   Read More

 What to do about bonds

Canadian bonds have produced strong total returns so far this year. The FTSE Universe Bond Index, which covers over 1,300 Canadian bonds, has returned 3.5 per   Read More

“The good times are over.” So says Bill Gross, a co-founder of the world’s largest bond company, Pacific Investment Management Co., which is better known by its diminutive, “PIMCO.” Mr.   Read More

Forecasting market performance is notoriously tricky. That would be true even if you were handed information about significant economic factors predestined to play out in the year ahead. Writing in   Read More

Emerging markets have taken it on the chin lately. But this doesn’t mean it’s time to jump ship. For value-oriented folks, these markets are still good places in which to   Read More

Where should you put new money now?

Continue to add to stock funds, emphasizing diversified, conservative offerings. Longer-term, risk-tolerant investors may want to be more aggressive with specialized funds.

We think the   Read More

We regularly point out that it pays to buy the big five Canadian banks. They remain buys for long-term price gains as well as high and rising dividends.

All five earned   Read More

Hamilton, Ont.-based Ken Norquay is a CMT (Chartered Market Technician) and the author of the behavioural finance book Beyond the Bull which discusses the impact of your personality on your   Read More

Today the world’s 2 billion+ Christians pause to celebrate the birth of a nice little Jewish boy who was born to a virgin mother who, together with her husband, had   Read More

Wall Street strategists have started to issue their 2015 forecasts. And if a report by Goldman Sachs is any indication of the forecasts to follow, you might want to forget   Read More

Gold may stay low. We still see more factors working against it than for it. Though you might hold a little gold for diversification purposes, remember its drawbacks.

In November, gold   Read More

Key market indicators are back in a ‘buy’ mode and it’s time to buy says Keith Richards, a portfolio manager at ValueTrend Wealth Management in Barrie, Ontario.

“It’s no secret that   Read More

 “Neither a borrower nor a lender be,” wrote William Shakespeare. In the investment arena, well-known investors such as Sir John Templeton have echoed the same sentiment over the years. But   Read More

To avoid risk, think like a trader, says Ken Norquay, a Hamilton, Ontario-based Chartered Market Technician (CMT) and author of Beyond the Bull, a book about behavioral finance and the   Read More

“In the stock market — or in any widely traded market — there’s an inevitable fact of life: bear markets happen. It’s a topic I’d just as soon avoid. After   Read More

Asia-Pacific stock markets have performed reasonably well this year, and that might continue over the near term. But we think the real investment lure in this region is its long-term   Read More

Charles Ellis, author of Winning the Loser’s Game, believes that you should build your portfolio as you would a house. Your house should be suitable to the climate, not last   Read More

There’s been little market action in either gold or silver over the past few months, says John Embry, chief investment strategist for Toronto-based Sprott Asset Management.

For one thing, both July   Read More

Sometimes things just go on and on and on. Take, for example, the loonie’s duel with the greenback.

So observes Keith Richards, Barrie, Ontario-based portfolio manager of Value Trend/Wealth Management, who   Read More

When stock markets are undervalued, it’s usually a good time to invest aggressively in the index offerings that track them. When market valuations rise, however, a more circumspect approach is   Read More

State Street Corp. provides big institutional investors with investment research, investment management, investment servicing and trading services. It recently reported on the cash holdings of individual investors. In Canada, individual   Read More

“This year’s Annual General Meeting could not have mirrored today’s real-life world and stock markets better. What a template! Talk about proven – and inspirational – value investing.”

So enthused Michael   Read More

Speculating can be fraught with danger. Hold too long in a bull market and you can quickly lose all your gains. Famed American investor of the 1920s, Bernard Baruch, reportedly   Read More

Quick, now: can you name the new whipping boy in the investment world? If you said bonds, you’d be right. After last year’s “taper tantrum” — i.e., the sell-off in   Read More

THE MARKET THIS MONTH: June is in the weakest six-month period for stock prices. Ongoing rising stocks and a long time with no stock market setback are risks. If a   Read More

Equity markets are fairly valued and bonds are expensive.

If you want your investments to outperform the overall markets, you’ll have to buy some of your securities when prices are low.   Read More

This overly bullish market may be expecting a pullback this summer. Time to.. Get Defensive!

There has been a noticeable rotation lately out of higher-risk securities such as biotech, U.S. Small   Read More

Just in case you haven’t yet noticed, we’ve been getting mixed signals on interest rates of late.

True, yields on corporate bonds have been creeping up to around 4.5 per cent.

And   Read More

Continue to add to existing funds, especially those in your portfolio with weak short-term records. They’ll be back.

Our thinking: As long as you have your time horizons properly thought out,   Read More

World markets currently less desirable than developed markets, where some of the best opportunities lie in the oil patch..

March was a volatile month for the markets, with worries over global   Read More

Building an investment portfolio is a particularly difficult task at potential turning points in the market.

At market lows, investors not only have to be aware of additional downside risk, but   Read More