Ottawa-based Kinaxis Inc. is growing quickly. It’s a buy for long-term share price gains as its earnings escalate. But only if you can accept share price risk and you need   Read More

“Being able to perform in line or better than the market while holding almost a third in cash suggests that our stock picking and trading strategy have provided positive alpha   Read More

Behavioural finance analyst Ken Norquay says when you have an investment plan that buys and sells securities in harmony with ever-changing financial risk, your portfolio is safest.
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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

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

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

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

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

Open Text has improved the quality of its revenues by increasing the amount of recurring revenues it earns. Higher-quality revenues should help it to continue to deliver the cash flows   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

The peak six months of market activity has arrived, and seasonal investing analyst and portfolio manager Brooke Thackray picks the two sectors—and names two specific ETFs—that he’s targeting to rotate   Read More

In the beginning, there was Big Data. Then, taking centre stage and the spotlight, marched the quantitative analysts (quants) and their algorithms. Then Artificial Intelligence (AI) came along and stole   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

Vancouver-based Elvis Picardo, a financial analyst and portfolio manager at HollisWealth, a division of Industrial Alliance Securities, picks one of Canada’s largest insurers and a US communications giant as the   Read More

Vancouver-based Elvis Picardo, a financial analyst and portfolio manager at HollisWealth, a division of Industrial Alliance Securities, picks one of Canada’s largest insurers and a US communications giant as the   Read More

US fundamentals remain very strong, and even though this is one of the longest bull markets in history, the economic recovery is also one of the shallowest in history, suggesting   Read More

Feuding aircraft manufacturing stocks Boeing and Bombardier could co-exist quite happily in your portfolio says New-York-based Credit Suisse analyst Rob Spingarn. Perhaps that prompted some thinking of the need for   Read More

“The key to investing is . . . determining the competitive advantage of any given company and, above all, the durability of that advantage. The products or services that have   Read More

Portfolio manager John Stephenson has concerns that peaking earnings, economic growth, rising inflation, a flattening yield curve, and a maturing business cycle are weighing on stocks. Despite investor angst, fundamentals   Read More

Political and regulatory problems can create buying opportunities for the patient investor. Vancouver-based HollisWealth® portfolio manager Elvis Picardo calls on his experience in international capital markets to identify two stocks   Read More

Portfolio manager John Stephenson has concerns that peaking earnings, economic growth, rising inflation, a flattening yield curve, and a maturing business cycle are weighing on stocks. Despite investor angst, fundamentals   Read More

Investor’s Digest of Canada columnist Mike Kachanovsky has uncovered a micro-cap stock that harbours the desire to become the dominant platform serving the Russian e-commerce and social media market. He   Read More

Here are six technology stock buys that offer capital gains potential over the next few years. Four others of the 10 tech stocks we follow regularly are holds—mostly because they’re   Read More

We’re always on the lookout for small companies that, over time, may grow into solid, mature entities. Two US companies—The Gorman-Rupp Company and PC Connection, Inc.—have that potential.
In the course   Read More

Every month the Money Reporter, the newsletter for income-oriented investors, publishes its list of 25 recommended common stocks and 16 recommended mutual equity funds.
What to do about common stocks now
There’s   Read More

A mouse trap it isn’t, but the world’s Holter monitor wearers may want to beat a path to the door of medical technology stock iRhythm Technologies Inc., a digital health   Read More

The MoneyLetter recently surveyed equity analysts’ reports on technology stocks and found an interesting Canadian three-pack including a blue chip global information technology stock trading on both the Toronto and   Read More

Aggressive investing may pay off, or backfire horrendously. It all depends on the market environment, and on your willingness to give your aggressive investments the extra care they require.
If you   Read More

If we may be allowed to mix the musings of a former prime minister with a children’s pastime, The MoneyLetter recently spotted an American elephant and a Canadian mouse playing   Read More

You are better off picking individual stocks rather than buying an ETF for Canadian tech stocks. That’s because 70 per cent of the iShares Canadian technology ETF is weighted in   Read More

The recent cryptocurrency frenzy inevitably calls excesses of the late 1990s dot-com bubble to mind. New Investor’s Digest columnist Jordan Lazaruk questions whether or not the cryptocurrency phase is history   Read More

Portfolio manager John Stephenson says that while there is plenty to keep investors up at night these days, equity markets still remain the best relative alternative in a world of   Read More

MoneyLetter columnist Keith Richards thinks that the market is ripe for a stronger-than-normal tendency for sector and stock rotation from strong to weak performers in the coming weeks. He names   Read More

It’s best to diversify your portfolio across all five sectors of the economy: finance, utilities, consumer, manufacturing and resources. Remember, though, there’s danger in loading up on stocks in sectors   Read More

Portfolio manager and MoneyLetter columnist John Stephenson says that despite persistent worries over valuation, there is no historical or economic reason to fear a market sell-off anytime soon. For that   Read More

Scotia Canadian Dividend has been a relatively strong performer compared to its peers in the Canadian dividend and equity-income mutual fund category. It’s a fund that will fit with an   Read More

A subsidiary of Key stock Telus Corp. has agreed to acquire an American provider of digital information technology and software services. This has little impact on Telus. It remains a   Read More

NASDAQ has been the hottest US stock market over 2017. However, PI Financial vice-president Guy Lapierre warns that some of NASDAQ’s brightest stars may be burning out. Instead of tech   Read More

A subsidiary of Key stock Telus Corp. has agreed to acquire an American provider of digital information technology and software services. This has little impact on Telus. It remains a   Read More

Scotia Canadian Dividend has been a relatively strong performer compared to its peers in the Canadian dividend and equity-income mutual fund category. It’s a fund that will fit with an   Read More

US blue chip stock IBM’s shares have jumped since it reported better-than-expected third-quarter results. Even so, it should do better. We continue to rate the company’s shares a buy for   Read More

Seniors housing and business software technology may make for an odd couple on anybody’s ‘best of anything’ list. But chartered financial analyst Christine Poole sees money to be made from   Read More

VersaPay is a financial technology (fintech) stock that provides clients with cloud-based accounts receivable automation software called ARC. ARC currently has over 100 suppliers signed on the platform, more than   Read More

The emerging markets are in the best economic shape they have been in for years and they offer something that the developed world does not—explosive growth and dynamism. John Stephenson   Read More

While the latest pullback in the technology sector might represent a decent buying opportunity, MoneyLetter columnist John Stephenson believes that 2017’s second half strategy is to favor value stocks over   Read More

At this time of the year, the forward-looking stock market is more and more using outlooks for 2018 to set stock prices. Before you sell a stock that looks over   Read More

Four times a year The Investment Reporter reviews its outlook for the economy’s five main sectors—financial, utilities, manufacturing, consumer and resources. Its guiding rule is that investors keep at least   Read More

While waiting for major US technology stocks to pull back, portfolio manager Guy Lapierre is  putting his clients into two exchange traded funds that he says will profit from the   Read More

While the latest pullback in the technology sector might represent a decent buying opportunity, MoneyLetter columnist John Stephenson believes that 2017’s second half strategy is to favor value stocks over   Read More