News

Oil Patch

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

What to do this month

What to do about common stocks

Many investors try to deal with the uncertainty of investing by diversifying. But there’s more to sound diversification than simply buying a variety of stocks.   Read More

Winalta

Instead of declaring special dividend income, company should have continued with its growth strategy

For Winalta Inc. (WTA-TSX/VEN, $0.95), Mr. Mills continues to recommend a “buy.”

He’s also giving the dividend stock   Read More

Beware of inheritance tax

Dave and Sandra are in their 50s and have just inherited $150,000. They rent their home. Both are working and making ends meet, but they have very little saved for   Read More

A good estate plan

Peace of mind is a hard thing to come by these days.

People’s lives are so busy with their businesses or jobs, their family, friends and squeezing time in for   Read More

Stock options are costs

Public Canadian companies are required to include the cost of stock options among their expenses. We like this accounting rule for several reasons.

First, stock options can work against you. After   Read More

Market Mayhem

Worries over emerging markets continue, but North America looks poised for a recovery

The stock market has been in quite a funk these last few weeks.

Expectations of a reduction in stimulus   Read More

Where to put new money now

Continue to pursue a dollar-cost averaging program, emphasizing conservative, diversified, large-cap funds. Emerging markets hold appeal for aggressive investors.

OUR CURRENT THINKING: Notwithstanding the possibility of a sharp market correction   Read More

How not to plan for retirement

We applaud the Bank of Montreal (TSX:BMO) for taking the initiative to investigate how ordinary Canadians approach the dilemma of figuring out how they’re going to amass enough money to   Read More

Primero Mining

Acquisition and reserves update lift target price

Mr. Parkin updated his model for Primero Mining Corp. (P-TSX, $7.10) after the precious metals producer made a pair of announcements: the acquisition of   Read More

Four Tax-wise Strategies

Maximize your TFSA contribution in 2014

When the Government of Canada introduced Tax Free Savings Accounts effectively beginning in 2009, it set the contribution limit at $5,000 per year.

The plan was   Read More

You have many options

Individual investors once had few asset classes (or types of investments) to choose from: There were common stocks, fixed-income investments (including preferred shares) and cash such as Treasury bills or   Read More

TransAlta Corp. – An update

TransAlta Corp. (TSX-TA, $12.65) has long been the acknowledged weak sister in my Canadian Stocks for Dividends 6-Pak. I concluded my last article (February/First Report) keeping my fingers crossed for   Read More

Follow the money

Some of my research involves sentiment indicators, which measure the level of bullish or bearish behavior by two distinct groups of investors.

One group, sometimes referred to as the “smart   Read More

Money for something

Announcing a REAL target for your retirement savings goals.

For a couple of issues of this newsletter advisory, I have been (more than) hinting at how the retirement/planning complex has been   Read More

Sector overview

It’s best to diversify across the five main sectors of the economy: finance, utilities, consumer products and services, manufacturing and resources. Each of these broad sectors is made up of   Read More

Market-laggards

Our Investment Planning Committee believes the stocks in the column below have little appeal and should underperform the market over the next six months. We view them as holds or   Read More