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

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

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

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

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

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

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

Nutrien Ltd. And The Mosaic Co. are looking forward to a better 2020—if the weather co-operates.
The US experienced unprecedented wet conditions in the first half of this year. Record precipitation   Read More

Ken Norquay recalls the late Richard Russell’s admonition in making the case that investors who have not adopted financial plans that include selling, should do so immediately.

I remember those carefree   Read More

We’re adding Starbucks to our list of US Key stocks. Starbucks is a buy for further long-term share price gains and dividends that have risen each year since it first   Read More

“Our bank pick is trading at valuations that are compelling enough to justify buying it at present prices. Our pipeline pick is a hedge of sorts against lower bond yields,”   Read More

Coca-Cola is expected to earn more in 2019. It’s making investments outside its declining soft drink business that should pay off for years. Buy for gains and dividends.
We regularly review   Read More

Portfolio manager and financial analyst John Kim picks two US blue chip stocks as his current ‘best buys’: CVS Health Corp. and AT&T Inc.
Caution is the name of the game   Read More

“Our bank pick is trading at valuations that are compelling enough to justify buying it at present prices. Our pipeline pick is a hedge of sorts against lower bond yields,”   Read More

We’re adding Starbucks to our list of US Key stocks. Starbucks is a buy for further long-term share price gains and dividends that have risen each year since it first   Read More

Coca-Cola is expected to earn more in 2019. It’s making investments outside its declining soft drink business that should pay off for years. Buy for gains and dividends.
We regularly review   Read More

While drugs and gold were the two most popular forms of payment for votes in the recent election in India, portfolio manager Elvis Picardo proffers far better reasons for picking   Read More

Haywood Securities opened its coverage of US cannabis stocks with ‘buy’ ratings on Curaleaf Holdings, Trulieve Cannabis and Cannex Capital Holdings.
If you want to strike it rich on marijuana investments,   Read More

Biotech stocks typically get a second wind after the American Society of Clinical Oncologists annual conference in June and climb for the rest of summer. “Usually it’s in late June,”   Read More

Long term buy-and-hold strategies rely on up trending markets. Long term buy-low-sell-high strategies rely on volatility. That’s why behavioural finance analyst Ken Norquay recommends incorporating selling into your investment strategy.

Previously   Read More

When your stocks are down, remember that every dog has its day.
Equity markets have had a strong start to the year. The positive shifts in investor sentiment and stock prices   Read More

TD US Index Currency Neutral Fund-e gives you foreign index content, hedges your currency exposure and keeps your costs low.
Index funds that track broad market indexes offer you no hope   Read More

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

While drugs and gold were the two most popular forms of payment for votes in the recent election in India, portfolio manager Elvis Picardo proffers far better reasons for picking   Read More

Consumer goods stock Johnson & Johnson faces a public relations nightmare that could cost it billions. From a purely financial viewpoint, however, this global stock remains a buy.
US stock Johnson   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.

In the 1970s, when   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

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

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

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

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

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

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

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

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

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

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

Continue with your investment program, including regular additions to your small-cap funds, if these suit your temperament and objectives. But maintain a balance between conservative funds and aggressive funds.

Our current   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

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

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

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

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 Coca-Cola Company, which long ago ceased using cocaine in its eponymously-named soft drink, is in decline. It’s now looking to caffeine to put a buzz back into its business   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

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

Behavioural finance analyst Ken Norquay says: “If your monthly statement shows big losses, change your mind; change your view; change your strategy. If your monthly statement shows big profits, stick   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

Now that you actually can have breakfast at Tiffany, and that you’ll soon be able to walk into a store and buy marijuana, you might ask yourself what surprises the   Read More