The investment industry relies heavily on investors owning individual company stocks traded on stock exchanges. But behavioural finance analyst Ken Norquay says we can use exchange-traded funds to invest in   Read More

Exchange-traded funds (ETFs) offer you much lower management fees than do mutual funds. Plus, the best ETFs give you well-diversified, tax-efficient equity portfolios. And some are great for income investors   Read More

We have always advised strenuously against stock-market timing. And the longer we work at investments, the more convinced we become that no one has much of an edge at timing.

It’s   Read More

Based on valuations and dividends alone, we see CIBC as the Canadian bank stock that offers the greatest total return potential over the next year.

Canada’s six big banks increased their   Read More

Pete Seeger’s 1950s hit ‘Turn! Turn! Turn! To everything there is a season’ popularized the message of Ecclesiastes 3:1-8. So why, behavioural finance analyst Ken Norquay wonders, does the securities   Read More

Magna International remains a buy. Its earnings per share are growing quickly. This gives the company the means to keep on raising its dividends every year.
We regularly review Greater Toronto   Read More

As all fund companies will tell you, past performance is no guarantee of future results. If that’s so, then how can you pick a fund to invest in?

Picking tomorrow’s winners   Read More

Every month, Investor’s Digest surveys 48 income trusts covered by leading securities analysts. Two real estate investment trusts and an energy trust were recent highlights.
SmartCentres REIT (TSX—SRU.UN)
After a successful equity   Read More

Tax lawyer Samantha Prasad says: Be firm in your facts and courteous in your deportment. Both go a long way in resolving disputes with the Canada Revenue Agency.

Let me assume   Read More

Growing dividends give you advantages. Continue to seek stocks that regularly raise their dividends. Particularly the nine ‘dividend aristocrats’ shown below.

At this time of the year, many stocks raise their   Read More

A recent survey by The MoneyLetter of consumer goods stocks reviews found three stocks favoured by securities analysts on both sides of the border.
Beating fiscal 2019 third-quarter sales forecasts, apparel   Read More

Every month Investor’s Digest of Canada surveys securities analysts’ opinions and recommendations for over 1,000 Canadian stocks. Here are two of the March survey’s top 10 best stocks to buy.
Oil   Read More

Split shares can really boost your yield. They offer you the choice of doubling your eligible dividend income or doubling your capital gain with the potential bonus of any extra   Read More

Eddie Cochrane lamented in his 1958 hit ‘Summertime Blues’ that his congressman brushed him off with: “I’d like to help you son, but you’re too young to vote.” At AGMs,   Read More

Toronto-based National Bank analyst Rupert Merer picks two utility stocks—both independent power producers—as his two “dividend all-stars” and “best buy” stocks.
The yield is the thing in today’s domestic stock market,   Read More

The MoneyLetter published this report by Keith Richards of ValueTrend Wealth Management in mid-March. What would you have done with a stock that traded in the $50s for much of   Read More

Consumer goods stock Saputo Inc. has acquired Dairy Crest in the United Kingdom. This should contribute to its earnings over time. But Saputo remains a hold for now.
Saputo Inc. (TSX—SAP)   Read More

Manulife Financial trades at a low 7.7 times its likely 2019 earnings of $2.90 a share. Its annual dividend of $1.00 a share yields 4.5 per cent. Buy for growth   Read More

The grim reaper is not going to hang around and wait for you to get organized. He works on his own schedule. Trust and Estate Practitioner Mark Halpern has both   Read More

The MoneyLetter recently profiled rising Canadian technology stock Kinaxis Inc. and its flagship supply chain management software RapidResponse.
Complexity and volatility are givens when it comes to discussing supply chain management.   Read More

Great graduation gifts needn’t cost you much. Smart-as-a-whip grads may have earned straight ‘A’s, but did they learn anything about managing money? You can help them start a post-grad program   Read More

Here are two energy stocks to buy for growth and income. Both are integrated oil and gas stocks. By market cap, they are the first (Suncor) and third (Imperial) largest   Read More

A top-10 Canadian bank and a CAD-hedged ETF tracking the Dow Jones Industrial Average are PI Financial portfolio manager’s current top two stock picks.
Feeling bullish? If so, Vancouver-area portfolio manager   Read More

You receive passive income through ventures that require little daily effort on your part and business activities in which you do not materially participate during the year. Mark Halpern, CFP,   Read More

Exchange-traded funds (ETFs) offer you much lower management fees than do mutual funds. Plus, the best ETFs give you well-diversified, tax-efficient equity portfolios. And some are great for income investors   Read More

Equity mutual fund managers sense a high risk in the stock market and are increasing their cash reserves. But the amount of cash they hold is restricted by the fund’s   Read More

Toronto-based Desjardins Capital Markets analysts Doug Young and Gary Ho name their ‘top picks’ from the Canadian financial sector for 2019—an insurance company, a bank and an alternative credit services   Read More

You should have some exposure to US stocks now. We recommend the hedged versions of PH&N US Equity Fund, which is a managed offering, and TD US Index Fund-e, an   Read More

In picking our Key stocks, we pay close attention to a company’s dividend history. We prefer companies that regularly raise the dividends. This makes it easier to beat inflation and   Read More

Every month, Investor’s Digest surveys 48 income trusts covered by leading securities analysts. Two real estate investment trusts and an energy trust were highlights.
SmartCentres REIT (TSX—SRU.UN)
After a successful equity raise   Read More

This Calgary-headquartered mid-stream oil and gas stock operates over 5,000 kilometers of gathering pipelines and 15 natural gas processing plants primarily in Alberta.
Oil and gas stock Keyera Corp. (TSX—KEY) operates   Read More

The investment industry has its jargon. One of the least understood, and overly complex phrases, is ‘asset allocation’. For many advisers, it’s just an attempt to make market timing sound   Read More

We have always advised strenuously against stock-market timing. And the longer we work at investments, the more convinced we become that no one has much of an edge at timing.

It’s   Read More

A top-10 Canadian bank and a CAD-hedged exchange-traded fund tracking the Dow Jones Industrial Average are PI Financial portfolio manager’s current top two stock picks.
Feeling bullish? If so, Vancouver-area portfolio   Read More

It’s tough to get analysts excited about natural resource stocks these days. Words like ‘neutral’, ‘hold’ and ‘average’ reflect the mood of the street for many Canadian natural resource companies.
Pretium   Read More

When you invest in a new industry, it’s best to use the ‘basket approach’. Spread your investment over a basket of stocks. That way you’re more likely to end up   Read More

As all fund companies will tell you, past performance is no guarantee of future results. If that’s so, then how can you pick a fund to invest in?

Picking tomorrow’s winners   Read More

Based on valuations and dividends alone, we see CIBC as the Canadian bank stock that offers the greatest total return (capital appreciation plus dividend yield) potential over the next year.   Read More

Accountant Mark Goodfield, aka The Blunt Bean Counter,

Many couples trade independently and even if they trade together, one spouse may have realized capital gains while the other spouse has unrealized   Read More

Horizons Marijuana Life Sciences Index Exchange-Traded Fund gives you three benefits: diversification across a number of larger marijuana stocks; regular re-balancing by a professional manager; and attractive cash distributions.

Cannabis has   Read More

The investment industry relies heavily on investors owning individual company stocks traded on stock exchanges. But behavioural finance analyst Ken Norquay says we can use exchange-traded funds to invest in   Read More

Every month Investor’s Digest of Canada surveys securities analysts’ opinions and recommendations for over 1,000 Canadian stocks. Here are two of the survey’s top 10 picks that garnered the most   Read More

Probable interest rate hikes this year may be subdued but will still limit the attraction of current fixed-income investments. These rate hikes will, however, benefit our recommended floating-rate preferreds.
What to   Read More

“In a world where things are changing fast / Ain’t too many things that are made to last / Hang on to her, boy / They don’t make them like   Read More

Toronto-based Desjardins Capital Markets analysts Doug Young and Gary Ho name their ‘top picks’ from the Canadian financial sector for 2019—an insurance company, a bank and an alternative credit services   Read More

The MoneyLetter recently reviewed three analysts’ reports from the junior oil and gas stock stronghold of Calgary. These analysts clearly are not just home-town cheerleaders as their ‘hold’, ‘underperform’ and   Read More

Historically, small stocks beat big stocks. But almost all of the better gains of small stocks occurred in one unusual nine-year period. Big stocks should do well in 2019.
At first   Read More

Split shares can really boost your yield. They offer you the choice of doubling your eligible dividend income or doubling your capital gain with the potential bonus of any extra   Read More

Toronto-based Purpose Investments portfolio manager Greg Taylor says the market has rotated from its growth focus to a search for value. He picks two funds for this transitioning market as   Read More

In the world of commodity trading, gold and oil stand out as the two commodities most favoured by retail investors seeking alternative investments to stocks and bonds. Valuetrend.ca technical analyst   Read More

In 1977 rock band Fleetwood Mac’s keyboardist Christine McVie sang, “Don’t stop thinking about tomorrow . . . yesterday’s gone . . . don’t you look back.” Christine was in   Read More

2018 was a poor year for most Canadian stock funds and you may have received some shocking tax reporting slips this month. But now, it’s too late to do anything   Read More