The Investment Reporter •August 21, 2014 •
PPG Industries’ earnings per share keep setting new records. This lets it reinvest and reward its shareholders with attractive dividends and buybacks.
PPG operates three segments in nearly 70 countries worldwide. Read More
The MoneyLetter •August 19, 2014 •
Valuations for smaller biotechnology and internet stocks are stretched, the U.S. Federal Reserve warned in its Monetary Policy Report delivered to the U.S. Congress recently.
But writing in The MoneyLetter, John Read More
Canadian Mutual Fund Adviser •August 15, 2014 •
U.S. equities markets have spawned some highly-specialized, successful investors over the years. One of these is James O’Shaughnessy, whose value approach to investing has been highly successful in the U.S.
The Read More
Investor's Digest of Canada •August 14, 2014 •
“Believe it or not, one asset class I’ve always found that stacks up well is timberland. This is especially true when stock market indexes seem on the verge of tumbling Read More
The MoneyLetter •August 7, 2014 •
“This year’s Annual General Meeting could not have mirrored today’s real-life world and stock markets better. What a template! Talk about proven – and inspirational – value investing.”
So enthused Michael Read More
The Investment Reporter •July 23, 2014 •
Americans take pride in what’s called American exceptionalism. They were the first country to practise democracy in modern times. They were the first with no monarchy or aristocracy. America was Read More
Investor's Digest of Canada •July 22, 2014 •
Apple Inc. – both the business and the stock – has fanatically devoted fans, but Credit Suisse analyst Kulbinder Garcha is not among them.
His maintaining a “neutral” recommendation almost looks Read More
Investor's Digest of Canada •June 26, 2014 •
Quick, now: can you name the new whipping boy in the investment world? If you said bonds, you’d be right. After last year’s “taper tantrum” — i.e., the sell-off in Read More
The MoneyLetter •June 24, 2014 •
A look back at some investment hits and misses
When I worked for a major brokerage firm many years ago, I was always amazed to see how few of the Investment Read More
The MoneyLetter •June 16, 2014 •
Look beyond North America’s borders and benefit from ADR investing
ADRs, or American Depositary Receipts make it easy for you to buy overseas companies and provide you with an extra measure Read More
Canadian Mutual Fund Adviser •June 13, 2014 •
Dynamic American Value Fund has lagged its category in recent years. But that may change as the U.S. economic outlook picks up steam, giving a boost to the fund’s cyclically-oriented Read More
Investor's Digest of Canada •June 9, 2014 •
Not too long ago, this advisory sold its remaining stake in Wal-Mart Stores, Inc. (WMT-NYSE, $77.11) at the $56 US level for a tidy profit. As editor Barry S. Arnold Read More
The MoneyLetter •May 29, 2014 •
World markets currently less desirable than developed markets, where some of the best opportunities lie in the oil patch..
March was a volatile month for the markets, with worries over global Read More
Investor's Digest of Canada •May 22, 2014 •
Building an investment portfolio is a particularly difficult task at potential turning points in the market.
At market lows, investors not only have to be aware of additional downside risk, but Read More
The MoneyLetter •May 13, 2014 •
Five spring times ago, the doomsayers were running roughshod. This spring, the principal worries are of how much longer a bull run for the ages can last, how big the Read More
The Investment Reporter •May 12, 2014 •
In the United States, a lot of technology stocks are stingy. Many are also ‘large market cap’ tech stocks (market cap, or market capitalization is the number of shares times Read More
Canadian Mutual Fund Adviser •May 12, 2014 •
In view of our previous recommendation to ETF investors that they buy unhedged ETFs when investing in the U.S., we now recommend such an ETF for investors seeking exposure to Read More
Investor's Digest of Canada •May 6, 2014 •
Correction will coincide with six-month seasonal downswing
We’re still tiptoeing through queasy stock markets. So, don’t rest easy just yet.
A correction of some sort is under way — one that neatly Read More
The MoneyLetter •May 5, 2014 •
Worries over emerging markets continue, but North America looks poised for a recovery
The stock market has been in quite a funk these last few weeks.
Expectations of a reduction in stimulus Read More
The MoneyLetter •April 10, 2014 •
Some of my research involves sentiment indicators, which measure the level of bullish or bearish behavior by two distinct groups of investors.
One group, sometimes referred to as the “smart Read More
Canadian Mutual Fund Adviser •April 1, 2014 •
Where to put new money now
Continue to add new money to existing positions. Emphasize those positions that have suffered relative short-term weakness.
OUR CURRENT THINKING: Stock markets in North America and Read More
Investor's Digest of Canada •March 27, 2014 •
Just when folks are told to steer clear of certain investments, the trend changes. But that’s typical, is it not?
At the start of this year, the market mavens told investors Read More
The Investment Reporter •March 26, 2014 •
On this page, we outline what we expect the economy and stocks to do over the next 180 days. This assists us in listing 25 stocks that we expect to Read More
Money Reporter •March 21, 2014 •
With all of our other investment choices, be it stocks or trusts or bonds or cash, we all make our own decisions on what and when to buy and sell. Read More
Investor's Digest of Canada •March 19, 2014 •
- Analysts: Bill Schmitz Jr./Eric Katzman, Deutsche Bank
PepsiCo Inc.’s (PEP-NYSE, $76.69, Consumer Products Sector) product portfolio is “a tale of two cities”, with beverages struggling as snacks thrive, according to Read More
The Investment Reporter •March 10, 2014 •
After an outstanding 2013, investors (us included) worried about a stock market ‘correction’ (setback). So the recent rise in stock prices surprised us. We wondered whether the repatriation of money Read More
The MoneyLetter •March 7, 2014 •
- John Stephenson, CFA
After the banner finish to the market last year, the price action on the S&P 500 has so far been somewhat dismal with stocks consolidating and digesting Read More
Investor's Digest of Canada •March 3, 2014 •
- Keith Richards
Take advantage of short-lived reprieves to buy U.S. Dollars
The loonie recently cracked $0.93, a key support level against the U.S. dollar, fueling the likelihood of an even bigger decline.
Moreover, Read More
The Investment Reporter •February 28, 2014 •
Stocks that we rate ‘Speculative’ and ‘Higher Risk’ offer advantages that can make them solid investments. They offer higher potential rewards to compensate for their greater risk.In 2014 you should Read More
The MoneyLetter •February 27, 2014 •
- Ken Norquay, CMT
Is there an economic indicator that can help the average investor sort out the long-term ups and downs of the financial markets?
In my book, Beyond the Bull, Read More
The Investment Reporter •February 14, 2014 •
The U.S. is doing better. So we’ve shifted our focus from U.S. companies that earn most of their sales abroad to those that also do lots of business at home. Read More
Canadian Mutual Fund Adviser •February 10, 2014 •
Regardless of whether or not the U.S. stock market has another stellar year in 2014, we believe you should always have some exposure to U.S. equities. And if you’re an Read More
Investor's Digest of Canada •February 5, 2014 •
Investor’s Digest of Canada, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
-By Brian Hoffman
Should American equities start to climb higher — and, steeper — we could see a Read More
Investor's Digest of Canada •February 4, 2014 •
Investor’s Digest of Canada, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
- Digested from The Primary Trend, Arnold Investment Counsel, Inc., 3960 Hillside Dr., Delafield, WI 53018, (800)-443-6544, Read More
Money Reporter •January 30, 2014 •
Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
VERESEN INC.
Veresen is the former Fort Chicago Energy Partners L.P., and is principally invested in the energy Read More
The MoneyLetter •January 24, 2014 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
- John Stephenson, CFA For better or for worse, Obamacare is now the law of the land in the Read More
Money Reporter •January 22, 2014 •
Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
What to do about common stocks
We experienced a nice little year-end rally in Canadian stocks. Over the past Read More
The Investment Reporter •January 21, 2014 •
The Investment Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
The global economy is expected to grow more quickly in 2014. Also, North American companies are sitting on Read More
The Investment Reporter •January 17, 2014 •
The Investment Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
THE MARKET THIS MONTH: January is in the best six-month period for stocks. The strengthening U.S. and global Read More
Money Reporter •January 14, 2014 •
Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
U.S. investors made out like bandits
The final numbers are now in, and it turns out that the S&P/TSX Composite Read More
Canadian Mutual Fund Adviser •January 7, 2014 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Among resource issues, energy stocks have held up relatively well this year. That may reflect the Read More
The Investment Reporter •January 3, 2014 •
The Investment Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
The U.S. is doing better. So we’ve shifted our focus from U.S. companies that earn most of their Read More
Canadian Mutual Fund Adviser •December 27, 2013 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
The Canadian stock market may yet catch up to the U.S. market. Or perhaps the U.S. Read More
The Investment Reporter •December 23, 2013 •
The Investment Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
We’ve put Pfizer Inc. back on a buy back in May. That’s because it has made progress and Read More
The MoneyLetter •December 20, 2013 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Markets have come roaring back lately, fueled by optimism that the Fed is in no hurry to start scaling Read More
Money Reporter •December 18, 2013 •
Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Canada and the TSE are only a small part of the world markets picture, which is one reason we Read More
Investor's Digest of Canada •December 16, 2013 •
Investor’s Digest of Canada, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
- Edited from an article by Sunil Vidyarthi, M.B.A., PhD
What’s your take on the umpteenth version of Read More
The MoneyLetter •December 12, 2013 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
According to Keith Richards (Portfolio Manager at Value Trend), the major U.S. markets have entered into a new mega-year Read More
Investor's Digest of Canada •December 6, 2013 •
Investor’s Digest of Canada, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
- Edited from an article by Peter Pham
As strange as it might now seem, big oil these Read More
The MoneyLetter •December 4, 2013 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
American Depositary Receipts diversify your portfolio, reduce risk and give you industry access.
Since we last updated Read More
Canadian Mutual Fund Adviser •December 2, 2013 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Critics of market cap-weighted indexes argue they overweight overvalued stocks while underweighting undervalued ones. This leads to Read More
Investor's Digest of Canada •November 27, 2013 •
Investor’s Digest of Canada, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
- Edited from an article by Michael Smedley
The black gold of the 21st Century. That’s how Kiril Read More
