Small-company stocks that we rate ‘Speculative’ and ‘Higher Risk’ can offer attractive advantages. They offer higher potential rewards to compensate for their greater risk.

In 2020, you should focus on high-quality   Read More

2019 was a great year for income stocks and trusts. The main trust index was up just over 23 per cent, the REIT index about 12 per cent and the   Read More

Analysts follow as many as 20 stocks, most of which are rated “buys.” Of those buys, an analyst has one or two special favorites seen as most suitable for new   Read More

A recent review of three security analysts’ reports on Canadian technology stocks highlighted only one ‘buy’ and two ‘holds’.

Overall, technology stock Kinaxis Inc. (TSX—KXS) is now reaping the rewards that   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 below.

Studies show that dividend reinvestment is crucial   Read More

Do you have cash sitting in your brokerage account doing nothing at all. Don’t expect your broker to do anything about it. You have to do it yourself.

Money-market funds used   Read More

In a recent review of the most widely covered Canadian income trusts, Investor’s Digest of Canada highlighted three Real Estate Investment Trusts favoured by analysts.

■ Morguard North American Residential REIT:   Read More

If you’ve never been burnt on an investment, or haven’t been burnt lately, you need extra skepticism to avoid the kind of investment mistakes that can result in severe losses.

It’s   Read More

Behavioural finance analyst Ken Norquay says: Be alert for a sell signal in both stocks and bonds. We should be preparing to buy gold and oil ETFs.
Gold bugs are investors   Read More

What would attract investors to buy bonds that have a negative yield? Odlum Brown’s Murray Leith’s ruminations may help you clear your New Year’s Day thinking.

Jyske Bank, Denmark’s third-largest, made   Read More

BPY units trade at a substantial discount to their asset value. Consequently, the company continues to buy back its units, believing they’re an attractive investment.

Brookfield Property Partners (TSX—BPY.UN), one of   Read More

Earnings outlooks for 2020 have set the prices of manufacturing stocks AG Growth International and Medtronic plc.
The shares of manufacturing stock AG Growth International (TSX—AFN) fell substantially in August, giving   Read More

CIBC World Markets says technology stock Docebo Inc. offers big growth at a bargain price versus its peers.

CIBC World Markets analysts Stephanie Price and Scott Fletcher say technology stock Docebo   Read More

One of the world’s top-10 gold-mining companies and two juniors on the TSX Venture exchange all get ‘buy’ ratings in a recent MoneyLetter round-up.

Toronto-based Beacon Securities mining analyst Michael Curran   Read More

If you’re superstitious, you’ll find it auspicious that there are seven investment P’s.

Business students who take classes in marketing learn about four P’s. They stand for product, promotion, price and   Read More

We’ve added Mackenzie Canadian Growth Fund to our Recommended Mutual Funds list.
Mackenzie Canadian Growth Fund (Fund codes: MFC650(FE), MFC640(BE), MFC7028(LL)) invests mainly in Canadian stocks to achieve long-term capital growth   Read More

Is the star in the east shining on gold? Nick Barisheff makes the case for gold going over $10,000 an ounce. Alas, he proffers no opinion on the future for   Read More

ValueTrend portfolio manager Keith Richards says the leading sectors within the TSX 300 index do not support a lasting bull market at this time.
The trouble with the TSX index is   Read More

Trade tensions, uncertainty and a weakening economy should weigh on this continental railroad’s cargo volumes, suggesting a weaker profit outlook.

Despite a softening economy, transportation stock Canadian National Railway Company (TSX—CNR;   Read More

Diversifying your mutual-fund portfolio cuts the risk of giving all your money to one manager who has one way of seeing the market. But how many funds do you need?
If   Read More

Linamar designs and manufactures precision-machined parts and modules for engine, transmission and chassis uses for sale to OEMs and Tier 1 suppliers.

Toronto-based CIBC World Markets analyst Kevin Chiang reduces his   Read More

Shredding some old tax returns was an eye-opening experience for Toronto-based accountant Mark Goodfield, a.k.a. The Blunt Bean Counter.

When I was a young accountant and happened upon an estate return,   Read More

Goodwill—positive thoughts and acts of generosity—may be the genesis of the accounting term for paying too much. But comes year-end and the debate about ‘writing off’ goodwill.
The validity of some   Read More

5iResearch analyst Moez Mahraz stresses any benefit from tax-loss selling is of secondary importance to the long-term benefit of investing in quality stocks in the first place.
As we approach the   Read More

Lucara Diamond is a diamond mining company in southern Africa, notable for its delivery of a significant proportion of the world’s exceptional stones.

Following the recent discovery of a 123-carat top-white   Read More

Bonds and fixed-income securities have historically returned less than equities. But, in return, they guarantee to provide cash flow in a timely fashion if you hold them directly.
Bonds make an   Read More

American Depositary Receipts offer safe ownership in companies outside Canada and the US because the stock certificates are registered in the name of a US trust company or bank.

American Depositary   Read More

Jamieson Wellness manufactures branded natural health products including vitamins, minerals, and supplements. CIBC World Markets says it’s an “outperformer”.

Hoping to inject health into your bank account too, Toronto-based CIBC World   Read More

Global technology stock IBM is looking for growth in Red Hat’s sales, arguing that the software developer will take off with Big Blue’s hardware and sales might behind it.

International Business   Read More

To put your strategic investment objectives to work, you have to learn to distinguish between aggressive investments and defensive investments.

Investors often disagree on the key differences between an aggressive investment   Read More

Canadian Tire hopes Party City will add high lifetime value millennials and Canadian families to its customer base and fuel growth of its Triangle Rewards program.

Canadian Tire has acquired Party   Read More

The economy may be slowing, but three stocks distinguished themselves at CIBC World Markets institutional investor conference.
CIBC World Markets analysts Kevin Chiang, Krista Friesen, and Seth Rubin concluded the consistent   Read More

Waste management stock Waste Connections Inc. is a buy for long-term share price gains and small, but growing dividends.

Many of us are producing more garbage and paying more to have   Read More

The key to making money with junk bonds is to diversify across industries. That’s because failing companies are often concentrated in problem industries.
Investors should diversify across many ‘asset classes’. One   Read More

Given that we consider the Canadian dollar to be undervalued in relation to the US dollar, we generally recommend you hedge your currency risk when investing south of the border.

Despite   Read More

Spark Power Group is an integrated provider of low and medium-high electrical services throughout North America. It offers a sustainable growth story for patient investors.
Oakville, Ontario-based Spark Power Group’s (TSX—SPG)   Read More

Toronto-based tax lawyer Samantha Prasad LL.B. suggests ways that both employees and business owners can ensure their 2019 taxes are kept to a minimum.

The end of the year is in   Read More

The collapse of global interest rates is expected to cause more capital to flow into alternative investment assets. Brookfield Asset Management has expertise in this area and a solid track   Read More

There is a distinct possibility that the bond market, the stock market and the economy all peaked in the third quarter of 2019. Something is wrong. Beyond the Bull author   Read More

A recent Investor’s Digest of Canada survey of widely covered income trusts featured three real estate investment trusts favoured by analysts.

According to analyst Yashwant Sankpal of Laurentian Bank Securities, Boardwalk   Read More

If your investment time horizon is shortening, or you don’t like volatility, you might want to consider a change in your asset allocation to reflect the riskier outlook for equities.

With   Read More

We advise you to use some contributions to a TFSA (Tax-Free Savings Account) to build an emergency fund. Then use the remaining TFSA money to invest in potentially very lucrative   Read More

Portfolio manager Benoit Poliquin says there are bargains to be had, but they do come with some uncertainty. He names three industrial stocks as his ‘best buy’ favourites.
When Investor’s Digest   Read More

Here are four utilities stocks producing power mostly from renewable sources. They are all ‘buys’ for long-term capital gains and attractive, growing dividend income.
Edmonton-based Capital Power Corporation (TSX—CPX) describes itself   Read More

Canadian Pacific Railway is investing heavily in high-capacity hopper cars and facilities that can handle them. CP is now shipping record amounts of grain.
A few years ago, Canada’s two transcontinental   Read More

This acquisition furthers communications stock Telus’ plan to bring state-of-the-art convenience, control and safety into the lives, homes and businesses of more Canadians.
Telus has agreed to acquire ADT Security Services   Read More

Based on securities analysts’ buy, sell, hold advice for over 1,000 Canadian companies, here are two oil and gas stocks that made the Investor’s Digest survey’s Top 10 ‘Time to   Read More

Shopify hopes to match Amazon Prime’s one-day delivery. But first, it must get to two-day delivery. Most analysts thinks it can do so and be a real alternative to Amazon.
When   Read More

Manufacturing stock Winpak has acquired a US company. This company is in an industry Winpak knows well. It used part of its large cash holdings to pay—not debt.
On October 1   Read More

The acquisition strengthens the utilities stock’s growing presence in Latin America.
Utilities stock Northland Power Inc. (TSX—NPI) has announced the acquisition of a Colombian regulated utility business for $1.1 billion. The   Read More

Two of National Bank’s ‘dividend all-stars’ are able to fund their dividend hikes simply from free cash flow, says the bank’s managing director of research.
Considering the state of Canada’s energy   Read More

Registered Education Savings Plans were first introduced in 1974. The program encourages Canadians to save more towards the post-secondary education of their children.
By Mark Halpern, CFP, TEP

It’s that time of   Read More