Ken Norquay says in times of aggressive monetary policy, pandemic, potential deflation, potential hyperinflation and economic melt down, focus on preservation of capital.

The financial winds have shifted. Eight months after   Read More

Development and use of renewable energy is on the rise as countries race to meet the 2030 Climate Target Plan.

A decade or two ago, most investors might have viewed environmental   Read More

One of the least understood, and most overly complex, terms is ‘asset allocation’. For many, this term is little more than an attempt to make market timing sound respectable.

Asset allocation   Read More

Now is as good a time as any to make changes in your investment program. Take a close look at your investment portfolio, and you may find some improvements are   Read More

PI Financial’s Guy Lapierre names financial stock Visa Inc. and technology stock Apple Inc. as his current ‘best buy’ choices.

Vancouver-area portfolio manager Guy Lapierre says that since late September he   Read More

These three financial stocks—an insurance company, a bank and a financial services holding company—all offer growth and income to their investors.

Manulife Financial Corporation (TSX—MFC; NYSE—MFC)
Manulife has made progress building its   Read More

DRIPs (Dividend Re-Investment Plans) and cash option plans help you build wealth. That’s thanks to the dozen advantages that we outline here.

Dividend reinvestment is critical to building wealth. So make   Read More

Ideally, you want to buy bonds when interest rates are at their peak, or monetary policy is tightest, because bond prices are at their corresponding lows.

Bonds and debentures come in   Read More

Here are two REITs rated ‘sector perform’ and one rated ‘sector outperform’ from a survey of the most widely covered income trusts by Canadian analysts.
Minto Apartment REIT (TSX—MI.UN)
How was the   Read More

ValueTrend’s Keith Richards says emerging markets, Europe and Asia should be on your radar for portfolio diversification. This, along with some commodity plays.
Readers of The MoneyLetter know that I’ve harped   Read More

The Beardstown Ladies were an investment club who purported to beat the best on Wall Street. Alas, it was all a mistake.

The Beardstown Ladies were an investment club made up   Read More

Russel Metals’ earnings per share are expected to decline to $0.63 in 2020 from $1.59 in 2019, and then rebound to $1.56 in 2021, as steel demand and prices gradually   Read More

IBC analyst says this consumer goods stock in the packaging and containers industry is the best packaging stock to weather the transition from single-use plastics.

When the federal government reiterated its   Read More

Your cottage is a special place for the family. Mark Halpern of WEALTHinsurance.com explains the financial implications of dealing with a cottage for future generations.
Many Canadians who own a family   Read More

There’s a human side to investing, and understanding it can make a big improvement in your returns, while lessening risk.
We all like to think of ourselves as rational, discerning, and   Read More

Odlum Brown’s Murray Leith names five stocks with relatively attractive risk-return characteristics. He begins with some thoughts on Christmas dinner.

In the Leith household, we sometimes turn dinner on its head   Read More

This closed-ended investment trust is cautiously optimistic about higher yielding stocks heading into the end of the year.
Blue Ribbon Income Fund (TSX—RBN.UN) outperformed the S&P/TSX High Dividend Total Return Index   Read More

Some chemical stocks trade at high P/E ratios based on their 2020 earnings. But they look reasonably-priced based on their expected 2021 earnings.

We regularly follow 10 chemical stocks. Since July,   Read More

Scotiabank equity research analysts Michael Doumet and Jonathan Goldman compare the pace of recovery between Caterpillar dealers Finning and Toromont.

We recently hosted industrial stocks Finning International Inc. (TSX—FTT) and Toromont   Read More

Here are three junior cannabis stocks recommended by analysts as ‘buys’. They serve a mix of medical and recreational marijuana markets for their products.
Indus Holdings Inc. (CNSX—INDS)
Beacon Securities analyst Doug   Read More

Executive chairman Alain Bouchard wants consumer stock Couche-Tard “to become the world’s preferred destination for convenience and fuel.”

Montreal-based consumer goods stock Alimentation Couche-Tard Inc. (TSX—ATD.B) operates nearly 14,350 stores worldwide.   Read More

Limited partnerships and trusts offer tax advantages and return of capital is one of those advantages.
The return of capital portion of a partnership or income trust distribution can be made   Read More

Haywood Securities analyst Neal Gilmer picks two US-based marijuana stocks to buy for their pent-up recreational demand.

Toronto-based equity analyst Neal Gilmer observes that although the United States Controlled Substances Act   Read More

We labour mightily to haul gold out of dark mines only to hide it again in dark bank vaults. And to what end?

Some investors use gold to protect against potential   Read More

Through its monetary policy tools, the Bank of Canada can starve the financial system of money, or flood the system, to get rates back to within its desired operating bands.

The   Read More

Here are two oil and gas stocks from our survey of analysts’ opinions of more than 1,000 Canadian public companies. One tops the “buy” list; the other the “sell” list.
Canadian   Read More

Gift-giving season prompts Mark Goodfield (aka The Blunt Bean Counter) to look at some tax and other considerations regarding gifts to grandchildren.

Many grandparents ask me about the tax and practical   Read More

Some new factors have driven up the price of gold. You might want to buy bullion and gold producers to diversify. Just keep its long-run disadvantages in mind.

Gold trades at   Read More

With the impact of fossil fuel extraction and use on climate change, renewable energy sources are becoming more attractive, says Enriched Investing’s Margaret Samuel.
There are a number of sectors in   Read More

In a world where gold exploration stocks can be wildly overvalued, Mike Kachanovsky thinks GoldON is a bargain stock that may be on the brink of a breakout.
There is a   Read More

Russel Metals’ earnings per share are expected to decline to $0.63 in 2020 from $1.59 in 2019, and then rebound to $1.56 in 2021, as steel demand and prices gradually   Read More

You may find margin useful when you want a short-term bridging loan. Other than that, however, we advise against using margin to prevent the problems that margin brings.

As you know,   Read More

Toronto-based Raymond James analysts Rahul Sarugaser and Michael Freeman say the strong cannabis stocks are beginning to separate from the weak. They pick two to buy.
Fundamentals are improving across the   Read More

Investors should focus on financially strong, clean energy companies, those that produce solar, hydro, wind and geothermal energy and that have essentially ‘decarbonized’.

Coal and other fossil fuels are not coming   Read More

There’s a human side to investing, and understanding it can make a big improvement in your returns, while lessening risk.
We all like to think of ourselves as rational, discerning, and   Read More

“I can’t recall ever once having seen the name of a market timer on Forbes’ annual list of the richest people in the world.” Peter Lynch.
What is the right price   Read More

IBC analyst says this consumer goods stock in the packaging and containers industry is the best packaging stock to weather the transition from single-use plastics.

When the federal government reiterated its   Read More

Cut back stocks. Add to your gold holdings. Behavioural finance analyst Ken Norquay says the stock market is riskier than ever: add to your gold holdings over the next few   Read More

Gift-giving season is nigh. But the tax department’s attribution rules complicate the matter of giving securities to your children and grandchildren.

Always keep things in perspective when you tax plan. Once   Read More

Here are two real estate investment trusts to buy for growth and income. Both REITS’ units trade at attractive discounts to their net asset values.
Brookfield Property Partners (TSX—BPY.UN)
Brookfield Property Partners   Read More

Here are three private technology companies to put on your watch list. They’re not public yet, but soon “could take on the world by storm” say CIBC’s Todd Coupland and   Read More

Your cottage is a special place for the family. Mark Halpern of WEALTHinsurance.com explains the financial implications of dealing with a cottage for future generations.
Many Canadians who own a family   Read More

COVID-19 has driven strong sales growth at Loblaw. Problem is, the costs associated with the pandemic offset the sales benefit to the company in the second quarter.

Consumer goods stock Loblaw’s   Read More

Here are two Canadian technology stocks to buy. One provides equipment and technology to TV and new-media; the other provides software and services to a variety of users.
Evertz Technologies Ltd.   Read More

As a publication focused a good deal on fixed-income securities, a lot of the Money Reporter’s content deals with bonds and debentures. But what’s the difference?

What is the fundamental difference   Read More

CCL’s Q2 was not as bad as originally expected. But whatever course COVID-19 takes, we think the packaging and container manufacturer is well positioned for long-term growth.

Manufacturing stock CCL’s second-quarter   Read More

Business at Restaurant Brands International and Alimentation Couche-Tard is still worse than it was in 2019. Despite this, the companies beat analyst earnings forecasts.
Given restrictions on travel and social gatherings,   Read More

Waterloo, Ontario-based Chartered Financial Analyst Moez Mahrez highlights four junior Canadian technology stocks that may benefit from the trend to ‘work from home’.

This month’s stock screen aims to identify companies   Read More

If you’re going to over-indulge in any single type of investment or economic sector, high-quality utility stocks are your best choice for doing so.

Many income-seeking investors have grown almost despondent   Read More

Management expenses take a chunk out of your mutual funds’ asset values—year after year. But the real question should be whether what you get after costs is worthwhile.

When you’re considering   Read More

New York-based RBC Capital Markets managing director Joseph Spak says automobile manufacturing stock Tesla Inc.’s future free cash flow doesn’t justify its current multiple.

Tesla Inc. (NASDAQ—TSLA) as a company has   Read More

Here are two healthcare stocks to buy. One is an owner and operator of healthcare clinics; the other a biotechnology supplier of custom antibodies.
WELL Health Technologies Corp. (TSX—WELL)
Healthcare stock WELL   Read More