News

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

Time to Think Big

At first glance, it appears that small stocks do much better than big stocks.

But look closer and both groups do about the same most of the time.

From 1926 through 2006,   Read More

Calm is the word

The Toronto market is up in peaceful fashion.

Please note the below data is to February 21, and the Toronto market has risen since then,

We are far enough into the New   Read More