If you’re looking to invest in mutual funds, it can be hard to know where to start. But if you take the advice of famed investor Peter Lynch, and look   Read More

Behavioural finance analyst Ken Norquay warns: “Stay vigilant. Remember the old stock market slogan: “In a bear market, whoever sells first, wins.”
What financial forces are at work as the year   Read More

Often, to make profits from stocks, you must think outside the box. That may require a healthy dose of politically-incorrect thinking. ValueTrend’s Keith Richards takes us there.

Recently, I’ve been finding   Read More

Ken Norquay says in times of aggressive monetary policy, pandemic, potential deflation, potential hyperinflation and economic melt down, focus on preservation of capital.

The financial winds have shifted. Eight months after   Read More

Cut back stocks. Add to your gold holdings. Behavioural finance analyst Ken Norquay says the stock market is riskier than ever: add to your gold holdings over the next few   Read More

Behavioural finance analyst Ken Norquay says now is the perfect time to reduce your exposure to the stock market.
Quite clearly, COVID-19 is not the problem for stock market investors. Since   Read More

Capital Group Global Equity fund has been a stellar fund over the years. But it’s not resting on its laurels. The fund is adjusting its portfolio in response to the   Read More

Behavioural finance analyst Ken Norquay says buying energy stocks after the next bear market ends will be like buying the Dow Jones Industrials in mid-1932.

Modern journalism is characterized by repetition.   Read More

Behavioural finance analyst Ken Norquay says buying energy stocks after the next bear market ends will be like buying the Dow Jones Industrials in mid-1932.

Modern journalism is characterized by repetition.   Read More

ValueTrend portfolio manager Keith Richards says the leading sectors within the TSX 300 index do not support a lasting bull market at this time.
The trouble with the TSX index is   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

Make sure your investment techniques serve the investor you really are, and NOT the investor who is newly inspired to take more risk because the markets seem so strong.
In pre-computer   Read More

Make sure your investment techniques serve the investor you really are, and NOT the investor who is newly inspired to take more risk because the markets seem so strong.
In pre-computer   Read More

The MoneyLetter recently surveyed the oil and gas markets which traditionally have been kind to investors from late November to early May. Income investors especially will find some rewarding yields   Read More

The peak six months of market activity has arrived, and seasonal investing analyst and portfolio manager Brooke Thackray picks the two sectors—and names two specific ETFs—that he’s targeting to rotate   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

‘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

Scotia Canadian Dividend Fund has led its peer group this year, and it delivered excellent results last year. But it has also done well over longer time frames. It’s well   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

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

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

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

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

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

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

Investors who want an equity portfolio that approximates the Toronto Stock Exchange will hold about a third of their portfolio in resource stocks. The further breakdown is: materials stocks (includes   Read More

Every month the Money Reporter, the newsletter for income-oriented investors, publishes its list of 24 recommended common stocks and 16 recommended mutual equity funds.
What to do about common stocks now
North   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

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

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

Oil services stocks will not profit from rising energy prices as quickly as oil and gas producers. Producers are able to work properties that are already in production. They don’t   Read More

PI Financial’s Guy Lapierre’s ‘best buy’ stock is The Walt Disney Company. But he sees a short window of opportunity while this consumer stock enjoys the world-wide release of both   Read More

Oil and gas stock Journey Energy is engaged in the exploration, development and production of oil and natural gas in the Western Canadian Sedimentary Basin. Acumen Capital analysts Trevor Reynolds and Mike McMeeken call it   Read More

Follow the money into cyclical emerging markets or hunker down with some steady defensive stalwarts? The MoneyLetter’s regular investment strategy columnist John Stephenson recommends a combination of two emerging market   Read More

Any industry-wide decline will usually highlight significant opportunities in exceptional companies within that sector. The challenges in the worldwide energy market have negatively impacted most Canadian oil and gas stocks.   Read More

Portfolio manager Keith Richards, a regular Investor’s Digest columnist, reminds us that mining is not just a precious metals game. He finds some industrial metals that offer intriguing possibilities as   Read More

The UK vote to leave the European Union could contribute to a near-term setback in the energy sector. The Money Reporter recommends that any new investments in this sector be   Read More

“To every thing there is a season, and a time to every purpose under the heaven: A time to be born, and a time to die; a time to plant,   Read More

Oil and gas stocks are difficult to gauge right now. Uncertainty over the price of oil and forecasts of where prices will be a year or two from now are   Read More

There appears to be lots of cheer as the markets keep rising. But the 200-day moving average suggests this is a bear . . . in bull’s clothing. Understanding institutional   Read More

 “As a technical analyst, I tend to avoid making longer-term predictions about markets, sectors or commodity prices. I find that forecasting market movements or events out beyond a few months   Read More

It’s the job of any financial writer to see through fresh eyes, to look for traps and false assumptions in the world of money. Investors who weathered the stormy bear markets of 2000 to 2003 and 2008 to 2009 know only too well what can happen to the unwary.   Read More

Oil prices have plummeted since June, 2014. Other commodity prices have declined. This has hurt the share prices of the producers. Oil companies are a lot cheaper than they were. The same is true of many mining companies that we review   Read More

Recent market action indicates why it’s essential to hold Canadian equity index ETFs as part of a larger, well-diversified portfolio. Heavy concentration in just a few industry sectors makes Canadian   Read More

Oil prices have plunged, of course. We expect prices to remain lower for an extended period of time. That’s partly because ‘fracking’ shale oil can be turned on and off   Read More

Where should you put new money now?

Continue to add to stock funds, emphasizing diversified, conservative offerings. Longer-term, risk-tolerant investors may want to be more aggressive with specialized funds.

We think the   Read More

Hamilton, Ont.-based Ken Norquay is a CMT (Chartered Market Technician) and the author of the behavioural finance book Beyond the Bull which discusses the impact of your personality on your   Read More

In recent years, it’s been fashionable to take a bearish view of energy stocks. But not everybody is an energy bear. The manager of CI Canadian Investment Fund thinks energy   Read More

Now shipping on behalf of customers.
Recently, TransCanada Corporation (TSX:TRP), the oil and gas / energy infrastructure giant, announced the startup of commercial operation of what is called the Gulf Coast   Read More

Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846

Most investment strategies stress one of two approaches. One of these is to chase after the action;   Read More