“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

Cyclical investing works if the timing is right. The key question is: “Is this the right time?” Our current expansion (begun in 2009) is getting long in the tooth. Sectors   Read More

The S&P/TSX hasn’t shared in the current strength of global stock markets. In fact, the Toronto market has lost ground since it reached an all-time high in February. Only a   Read More

The MoneyLetter recently surveyed a number of published securities analysts’ reports on technology stocks. It found a Toronto-based aerospace and defence technology stock and an Ottawa-based developer of software solutions   Read More

Portfolio manager Lorne Zeiler picks a US-based global healthcare stock and a Canadian preferred share exchange traded fund as his current two ‘best buys’ for investors seeking high dividend income   Read More

Five big tech stocks have accounted for 41 per cent of the S&P 500’s market capitalization advance of this year. Portfolio manager John Stephenson picks two of them, plus a   Read More

Hero today, Zero tomorrow. That’s how ValueTrend portfolio manager Keith Richards reminds himself that sector rotation is becoming faster and more pronounced of late. So who’s hot, and who’s not?   Read More

Medtronic PLC is a medical technology stock. It earned record profits in the year ended April 28. It’s expected to earn record profits in fiscal 2018 (which began April 29)   Read More

When you buy stocks in sectors and sub-sectors of the market, keep your portfolio balance goals in mind. If you’re a conservative, income-seeking investor, focus on utilities, financial and consumer   Read More

The warmer months typically bring about falling stock prices, but the key to using this information is figuring out what sectors will do well before the inevitable setback, says longtime   Read More

Junior stock specialist Mike Kachanovsky looks “higher up the food chain”  for a growth stock opportunity that’s got recurring earnings, a strong balance sheet and an outlook for growth. He   Read More

We’ve added Beutel Goodman American Equity to our list of ‘The Top 40: Canada’s Best Mutual Funds’ in the category of recommended equity mutual funds that invest mainly in U.S.   Read More

TripAdvisor Inc. has been labouring to get its new Instant Booking feature humming smoothly. TripAdvisor wants to morph its travel website’s earnings toward bookings commissions from merely click-based revenue from   Read More

Open Text Corporation did well in the first half of fiscal 2017. It’s adapting to changes in the technology industry. To that end, the company made a big acquisition and   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 favourites seen as most suitable for new   Read More

Dominant global technology stock Alphabet Inc. (parent of Google) and renewable energy stock Algonquin Power and Utilities are the two best stocks to buy now says Toronto-based Sentry Investments analyst   Read More

John Stephenson, a regular columnist in The MoneyLetter, says there is little doubt that the outlook for the stock market’s path higher will most likely be a bumpy one, as   Read More

Blue chip technology stock Open Text Corporation did well in the first half of fiscal 2017. It’s adapting to changes in the technology industry. To that end, the company made   Read More

Gold and gold mining stocks will benefit from the turbulence of the Trump presidency. And, analyst David Chapman writes in Investor’s Digest of Canada, the amount of new gold being   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 favourites seen as most suitable for new   Read More

Dominant global technology stock Alphabet Inc. (parent of Google) and renewable energy stock Algonquin Power and Utilities are the two best stocks to buy now says Toronto-based Sentry Investments analyst   Read More