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

American Depositary Receipts, or ADRs, give you benefits. One is diversification. It’s tempting to call ADRs American ‘Diversification’ Receipts. They give you industries that Canada lacks or has in short   Read More

Our ‘buy-low-sell-high’ approach to getting higher-than-average long-term returns has nothing to do with being brilliant when the stock market goes UP. It’s all about not losing when the market goes   Read More

Timing the Market and Equity Clock founder, Don Vialoux says the season for investing in gold and silver is now (especially silver). He lists his two recommendations for gold and   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

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

American Depositary Receipts, or ADRs, give you benefits. One is diversification. It’s tempting to call ADRs American ‘Diversification’ Receipts. They give you industries that Canada lacks or has in short   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

‘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

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

Stock market speculators should continue to work in Canadian oil and gas stocks and precious metals stocks. Gold, silver, oil and natural gas are all in long-term up trends right   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

You can profit from shorter-term swings in value by looking for stocks that are stuck within a sideways trading range. ValueTrend portfolio manager Keith Richards reveals four stocks stuck in   Read More

“Irrational exuberance” is how former US Fed chairman Alan Greenspan described the stock market during the dot-com bubble of the 1990s. Investor’s Digest of Canada columnist Edward Gardiner looks at   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

Hydro One is a buy for long-term share price gains and attractive growing dividends. It’s building a bright future in Ontario and the US.
Hydro One’s shares (TSX—H) are somewhat costly   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

You can profit from shorter-term swings in value by looking for stocks that are stuck within a sideways trading range. ValueTrend portfolio manager Keith Richards reveals four stocks stuck in   Read More

The MoneyLetter columnist Ken Norquay creates a long-term investment strategy based on his study of behavioural finance and its effect on the stock markets. He says if the S&P 500   Read More

US stock Cardinal Health did well in the year to June 30. This year it’s expected to struggle. But the shares are cheap for a blue chip stock that rewards   Read More