A friend joked that we’re overly-fixated on dividends. The thing is, many studies show that dividends can add significantly to an investor’s returns.

Consider a study by Krishna Ramaswamy and Robert   Read More

Whether you invest in equity mutual funds or directly in stocks, you need to diversify your holdings and balance them to suit your own investment circumstances and objectives. Below we   Read More

If you’ve got a case of the January credit card blues, you should first use your cash flow to repay high-interest debt. As high-interest debt melts away, you’ll have more   Read More

Cryptoassets are not just cryptocurrencies; every asset will be digitized and these cryptoassets are ultimately going to come to represent almost every single asset we have—natural assets, commodities, securities, and   Read More

A recent review of gold mining stocks by The MoneyLetter turned up three analyst reports with recommendations ranging from ‘speculative buy’ to ‘buy’ to ‘outperformer’.

PI Financial on Troilus Gold
Gold and   Read More

Willie Sutton robbed banks “because that’s where the money is”. A rewarding short-term financial plan, but for the long term all it got Willie was a new address. Assuming that   Read More

Telus Corp. is the largest telecommunications carrier in western Canada and one of the largest in the country. It has over 13 million subscriber connections, including 9.2 million wireless subscribers,   Read More

Analyst Alp Erdogan says that in 2019, capital that bloated the 2018 prices of cryptocurrencies, cannabis stocks and blockchain technology generally will shift toward value stocks with better defensive characteristics.   Read More

Behavioural financial analyst Ken Norquay believes managers of big portfolios are ‘concerned’ about the market. But they have a liquidity problem. Selling will depress the market. Small investors don’t have   Read More

Rebalancing your portfolio leads to trading costs. These include brokerage fees when you sell one investment and reinvest in another, bid-ask spreads and taxes on realized capital gains.

Rebalancing is a   Read More

The North American economy is expected to grow this year, and central banks on both sides of the border will probably engage in some interest rate hikes. This may lead   Read More

American children’s author E. L. Konigsburg observed about honor rolls: “By the time they get to sixth grade, honor roll students won’t risk making a mistake; and sometimes to be   Read More

Trusts are a great family estate-planning vehicle. However, in 2018, the federal government announced new measures that relate to the tax-reporting requirements for trusts. Tax lawyer and regular TaxLetter columnist   Read More

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

Studies have shown that dividend reinvestment is   Read More

The MoneyLetter recently surveyed the oil and gas markets which traditionally have been kind to investors from late November to early May. Income investors especially will find some rewarding yields   Read More

DDC was the first Canadian drone operator to recognize the advantages of drones for specialized delivery systems and they are now on the brink of achieving operational stability and financial   Read More

Loblaw’s sale of its interest in Choice Properties Real Estate Investment Trust to its parent company George Weston Limited turns the grocery retailer into a pure-play retail stock and further   Read More

Consumer retail stock Metro Inc. earned record profits in fiscal 2018. It acquired The Jean Coutu Group on May 11. Coutu will contribute for a full year in fiscal 2019.   Read More

Air Canada is the largest airline in Canada by fleet size and passengers carried. The airline, founded in 1937, provides scheduled and chartered air transport for passengers and cargo to   Read More

The United States and China are embroiled in a trade war. Britain must soon leave the European Union. Italy’s populist government wants to go on a spending spree. Political uncertainty   Read More

You have gone through a major change—you’ve sold the business that took up a huge part of your life. Just as you made careful decisions while building, growing and then   Read More

Floating-rate bonds and floating-rate bond ETFs offer you a way to protect your fixed-income portfolio from rising interest rates.
In view of rising interest rates, we’ve advised you to shorten the   Read More

RRSPs, RRIFs, TFSAs, PPPs, critical illness insurance, long-term care insurance, high-limit disability insurance, life insurance, joint-and-last-to-die insurance, charitable donations at death—no wonder we get so tired as we get older!   Read More

It makes sense for Canadians to invest some money in foreign stocks. If you’re a short-term investor, there are cases where hedging against currency risk is appropriate. But don’t hedge   Read More

Many investors repeat the same mistakes. Self-awareness may help you recognize them in your own investing and make a conscious effort to avoid them. Or else you may have to   Read More

Why invest in private mortgages? Unlike stocks, funds or traditional real estate investments, private mortgages are relatively safe investment vehicles that allow generous, stable returns and produce strong cash flow.   Read More

The MoneyLetter recently took a look at two of the five so-called FAANG stocks (Facebook, Amazon, Apple, Netflix, and Alphabet’s Google) that have led the market higher in recent years.   Read More

It’s easy to understand why many investors find deciding when to sell stocks so hard—even harder, in some cases, than deciding what to buy in the first place. After all,   Read More

We’ve added a new fund to our recommended Conservative Canadian Stock Funds on the Money Reporter’s ‘The Top 40: Canada’s Best Mutual Funds’ list. Mackenzie Canadian Growth Fund’s investment approach   Read More

Newfoundland-based Kraken Robotics is a marine technology stock providing ultra-high resolution, software-centric sensors and underwater robotic systems. Kraken was founded with the objective of commercializing a software-centric version of Synthetic   Read More

When everyone else is selling, ValueTrend portfolio manager Keith Richards starts looking for buying opportunities. He recently reviewed four of the dominant trends in seasonally favourable groups. They are technology   Read More

Amazon.com’s shares have pulled back much more than the market has over the past month or so. But aggressive investors who can tolerate stocks with above-average volatility may find the   Read More

We’re approaching that time of year when many mutual funds distribute the capital gains they’ve realized throughout the year to their unit holders. This event should serve as a reminder   Read More

Research analyst Daryl Swetlishoff argues that recent weakness in lumber demand was due to seasonal rather than structural problems. He says West Fraser Timber and Interfor Corp. are his ‘best   Read More

When it comes to getting married, there is always a honeymoon period. But we know from experience that difficulties arise in life. To get the financial peace of mind you   Read More

Since 1802, the US dollar has lost 95 per cent of its purchasing power. After inflation, that dollar invested in US stocks would’ve soared to $704,997 by 2012; invested in   Read More

Now that you actually can have breakfast at Tiffany, and walk into a store and buy marijuana, you might ask yourself what surprises the retail sector has in store for   Read More

KISS is an acronym for Keep It Simple, Stupid, a design principle first promulgated by the US Navy in 1960. The KISS principle states that most systems work best if   Read More

Mutual fund management expenses take a meaningful chunk of your funds’ asset values. And they do so year after year. But the real question should be whether what you get   Read More

The price-to-sales ratio may help you to spot potentially undervalued stocks and also excess risk in your portfolio. But remember that the p/s ratio is just one tool to spot   Read More

Legendary New Brunswick oil (and everything else) magnate K.C. Irving’s three sons were both affectionately and derisively known as Oily, Gassy and Greasy. Seasonality financial analyst Don Vialoux’s use of   Read More

This market is not an easy one for investors. What worked yesterday may cause damage today. Yesterday’s dogs, on the other hand, can become tomorrow’s heroes. You need to watch   Read More

Four Key food stocks that we regularly review include High Liner Foods, Loblaw Companies, Metro Inc. and Saputo Inc. The stocks are generally defensive in nature. That’s thanks to six   Read More

Stock market weakness provides you with an opportunity to buy at lower prices and higher yields. Buy low, sell high. Sounds simple, but can you do it? Here’s a high-quality   Read More

Guy Lapierre, a Port Coquitlam, BC-based vice president at PI Financial, really likes Calgary-based Parkland Fuel Corp.’s six per cent bonds and two stocks—BCE for its dividend yield and Transcontinental   Read More

CIBC performed above its peer group average this year, partly due to the results of its June, 2017 acquisition of CIBC Bank USA (formerly PrivateBancorp Inc.). But CIBC is still   Read More

It’s best to contribute as much as you can to both your RRSP and your TFSA. But that’s hard to do. The Investment Reporter outlines two strategies to assist you   Read More

Rebalancing an investment portfolio makes intuitive sense. And it serves to take emotion out of the picture. But it also takes judgment out of the picture. And its benefits are   Read More

Canntab Therapeutics Inc. has developed a process to incorporate cannabis extracts into pills that administer measured, standardized dosages, and include a unique delivery system to enable time-controlled absorption. Investor’s Digest   Read More

You already know the importance of defence against too much taxation. But most people are heavily focused on offence while building their business, real estate and investment portfolios. Mark Halpern,   Read More

The big five Canadian banks are expected to earn more this year and next. They remain dividend aristocrats as they continue to raise their generous dividends. Despite getting better, the   Read More

Behavioural financial analyst Ken Norquay points out that October’s gruesome Hallowe’en holiday reminds us that human activity is not always rational. There is no need to lose your money just   Read More