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.
[caption id=”attachment_7433″   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

If China starts to sell a small portion of its holdings of US bonds and bills, US interest rates could go even higher. China has a very significant ‘ace in   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

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

If China starts to sell a small portion of its holdings of US bonds and bills, US interest rates could go even higher. China has a very significant ‘ace in   Read More

“No nation was ever ruined by trade.” (Benjamin Franklin); “Trade wars are good and easy to win.” (Donald Trump); “Canadian steel is as big a threat to the national security   Read More

‘Buy high, sell low, repeat until broke’ is an emotional investment strategy best left to lemmings. The MoneyLetter’s behavioural finance columnist Ken Norquay says feeling emotions is okay: reacting to   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

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

“Every dog has it’s day dog, when the big dog throws him a bone / One moment in the sunshine when your ducks lined up in a row / Lucky   Read More

‘Buy high, sell low, repeat until broke’ is an emotional investment strategy best left to lemmings. The MoneyLetter’s behavioural finance columnist Ken Norquay says feeling emotions is okay: reacting to   Read More

Cardinal Health’s problems with Cordis, plus the negative impact of generic drug pricing on company profits, has given us pause on this healthcare stock. We recommend that purchases be deferred   Read More

New Jersey Mining has generated sustainable mining operations in Idaho while achieving discovery success as an emerging producer in a difficult market. Investor’s Digest of Canada columnist Mike Kachanovsky.
While   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

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

Vancouver-based portfolio manager and chartered financial analyst Elvis Picardo takes a look at recent market volatility and finds two stocks, both already giants in their sectors, as the two best   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

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

Recent weakness in the Canadian market leads us to recommend Canadian equity funds for new purchases right now. Higher stock valuations in the US have made international equity funds the   Read More

Retail stocks have been struggling for some time now, but all is not lost. There are some bright spots in the consumer discretionary sector—those companies that are off-price retailers or   Read More

Here are seven conglomerate stocks that offer capital gains potential over the next few years. Three other conglomerates we follow remain on ‘hold’, including General Electric whose turnaround will likely   Read More

Recent federal tax reforms in the US will have a positive effect on restaurateurs’ tax bills, says Jason West, lead Credit Suisse analyst for the US restaurant sector. He predicts   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
After   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

With the rapid rise of US stock prices these past several years, it has become increasingly difficult to find reasonably valued stocks in the US market. Here are three stocks   Read More

The Dow Jones Industrial Index has gone parabolic. (Prices are increasing and the rate of increase is increasing.) This pattern usually occurs in commodities or speculative individual stocks, rarely in   Read More

While most market analysts tend to focus on the energy or technology sectors, the mining sector has experienced a bit of a revival that hasn’t gone unnoticed. Columnist Mike Kachanovsky   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

Recent weakness in the Canadian market leads us to recommend Canadian equity funds for new purchases right now. Higher stock valuations in the US have made international equity funds the   Read More

The US economy is once again expected to grow the fastest of the G-7 countries in 2018. So we continue to focus on US stocks that do lots of business   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

We expect consumer stock Walgreens Boots Alliance to deliver long-term share price gains. We also expect this ‘dividend aristocrat’ to continue to raise its dividend each year. And we further   Read More

Vanguard’s Dividend Appreciation Index Fund gives you a diversified portfolio of stocks that have raised their dividends for at least 10 years in a row. It should go up with   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

‘Laissez les bon temps rouler.’ And the Cajun French certainly know how to do that. It’s that ability to spend and celebrate, no matter what hardships or geopolitical tensions exist,   Read More