Donald Rumsfeld said it best
Investor's Digest of Canada •2022-06-20 •
“. . . as we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know Read More
Financial Stocks are issued by a range of businesses operating in the broad financial sector. The major categories of financial stock issuers include banks, insurance companies (both life and property and casualty insurers as well as independent insurance brokers), real estate investment trusts (both industrial and residential), credit services (including card issuers), investment brokers, mutual fund and asset management companies, trust companies, mortgage investment companies and consumer finance companies. Financial stocks (especially REITs which are required to pay out to shareholders the large majority of their earnings) generally offer dividend yields at the high end of the broader securities market.
Investor's Digest of Canada •2022-06-20 •
“. . . as we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know Read More
The MoneyLetter •2022-05-25 •
Credit services company goeasy Ltd. and insurance company Manulife Financial Corporation are both financial services stocks to buy for capital gains and growing dividends.
goeasy Ltd. (TSX—GSY)
goeasy Ltd.’s earnings are growing Read More
Investor's Digest of Canada •2022-05-19 •
“. . . as we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know Read More
The MoneyLetter •2022-04-21 •
Credit services company goeasy Ltd. and insurance company Manulife Financial Corporation are both financial services stocks to buy for capital gains and growing dividends.
goeasy Ltd. (TSX—GSY)
goeasy Ltd.’s earnings are growing Read More
The Investment Reporter •2022-01-16 •
Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the Read More
Money Reporter •2022-01-10 •
If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.
In the first half of this year, positive trends Read More
The Investment Reporter •2021-12-09 •
Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the Read More
Money Reporter •2021-12-01 •
If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.
In the first half of this year, positive trends Read More
Investor's Digest of Canada •2021-11-22 •
California money manager Russ Mathews is bullish on Canadian bank stocks and US oil and gas stocks. He picks two of each as his current ‘best buys’.
Money manager Russ Mathews Read More
Money Reporter •2021-11-04 •
If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.
In the first half of this year, positive trends Read More
The Investment Reporter •2021-11-01 •
Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the Read More
Investor's Digest of Canada •2021-10-04 •
California money manager Russ Mathews is bullish on Canadian bank stocks and US oil and gas stocks. He picks two of each as his current ‘best buys’.
Money manager Russ Mathews Read More
The Investment Reporter •2021-06-20 •
American Depositary Receipts, or ADRs, give you benefits. One is diversification. In fact, it’s tempting to rename ADRs American Diversification Receipts.
ADRs followed by The Investment Reporter include companies based in Read More
The MoneyLetter •2021-05-31 •
Portfolio manager Margaret Samuel looks at two global bank stocks as potential investments against a backdrop of rising interest rates.
The pandemic has created a level of forced savings not seen Read More
The Investment Reporter •2021-05-18 •
American Depositary Receipts, or ADRs, give you benefits. One is diversification. In fact, it’s tempting to rename ADRs American Diversification Receipts.
ADRs followed by The Investment Reporter include companies based in Read More
Money Reporter •2021-05-12 •
In the debate over the merits of investing actively or passively, it’s easy to lose track of a third option. Combining both approaches may be the better way to go.
Some Read More
The MoneyLetter •2021-04-25 •
Portfolio manager Margaret Samuel looks at two global bank stocks as potential investments against a backdrop of rising interest rates.
The pandemic has created a level of forced savings not seen Read More
The MoneyLetter •2021-02-21 •
These three financial stocks—an insurance company, a bank and a financial services holding company—all offer growth and income to their investors.
Manulife Financial Corporation (TSX—MFC; NYSE—MFC)
Manulife has made progress building its Read More
The MoneyLetter •2021-01-10 •
These three financial stocks—an insurance company, a bank and a financial services holding company—all offer growth and income to their investors.
Manulife Financial Corporation (TSX—MFC; NYSE—MFC)
Manulife has made progress building its Read More
Investor's Digest of Canada •2020-10-28 •
BMO Capital’s Brian Belski says uncertainty from COVID-19 has shifted investor preferences. But as markets pivot from chaos to coexistence, Canadian stocks will participate.
There is no doubt about it. US Read More
The MoneyLetter •2020-10-08 •
So says behavioural finance analyst Ken Norquay. “I recommend selling your long-term financial stocks before the next stock-market down wave begins.”
In past articles, I have referred to certain investing techniques Read More
The MoneyLetter •2020-09-10 •
So says behavioural finance analyst Ken Norquay. “I recommend selling your long-term financial stocks before the next stock-market down wave begins.”
In past articles, I have referred to certain investing techniques Read More
Money Reporter •2020-06-07 •
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
The Investment Reporter •2020-05-26 •
Manufacturing stocks can get hurt by unexpected factors such as the COVID-19 pandemic. And their dividends are less secure than those paid by utilities and financial stocks.
We often point out Read More
Money Reporter •2019-12-23 •
We’ve added Mackenzie Canadian Growth Fund to our Recommended Mutual Funds list.
Mackenzie Canadian Growth Fund (Fund codes: MFC650(FE), MFC640(BE), MFC7028(LL)) invests mainly in Canadian stocks to achieve long-term capital growth Read More
The MoneyLetter •2019-12-19 •
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
The Investment Reporter •2019-12-08 •
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
Investor's Digest of Canada •2019-09-17 •
Looking for the best technology stocks to buy now? Toronto-based portfolio manager Chris Stuchberry says: Go east, young man, go east. Far East.
Toronto portfolio manager Chris Stuchberry suggests that although Read More
Investor's Digest of Canada •2019-08-12 •
Looking for the best technology stocks to buy now? Toronto-based portfolio manager Chris Stuchberry says: Go east, young man, go east. Far East.
Toronto portfolio manager Chris Stuchberry suggests that although Read More
Money Reporter •2018-12-10 •
We’ve added a new fund to our recommended Conservative Canadian Stock Funds on the Money Reporter’s ‘The Top 40: Canada’s Best Mutual Funds’ list. Mackenzie Canadian Growth Fund’s investment approach Read More
The MoneyLetter •2018-12-06 •
When everyone else is selling, ValueTrend portfolio manager Keith Richards starts looking for buying opportunities. He recently reviewed four of the dominant trends in seasonally favourable groups. They are technology Read More
Money Reporter •2018-10-08 •
We’ve added a new fund to our recommended Conservative Canadian Stock Funds on the Money Reporter’s ‘The Top 40: Canada’s Best Mutual Funds’ list. Mackenzie Canadian Growth Fund’s investment approach Read More
Money Reporter •2018-07-10 •
Here’s our most recent advice on allocating your assets for the markets we expect to transpire over the next several quarters. Some investors maintain a normal asset allocation during all Read More
Investor's Digest of Canada •2018-04-16 •
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
The Investment Reporter •2018-03-18 •
When you buy stocks in sectors and sub-sectors of the market, keep your goals in mind. If you’re a conservative, income-seeking investor, focus on utilities, financial stocks and consumer stocks. Read More
Money Reporter •2018-02-13 •
In the debate over whether it’s best to invest actively or passively, it’s easy to lose track of the availability of a third option. Combining both investment approaches can be Read More
The Investment Reporter •2018-01-14 •
It’s best to diversify your portfolio across all five sectors of the economy: finance, utilities, consumer, manufacturing and resources. Remember, though, there’s danger in loading up on stocks in sectors Read More
Money Reporter •2017-12-25 •
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
The Investment Reporter •2017-12-19 •
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
Money Reporter •2017-12-12 •
Financial stock CIBC’s latest results include those of The PrivateBank, a recent acquisition that diversifies CIBC’s earnings and lessens its dependence on Canada. Its shares are attractive for their above-average Read More
Money Reporter •2017-11-21 •
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
The Investment Reporter •2017-11-16 •
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
The MoneyLetter •2017-10-25 •
Canada’s big five banks dominate the investing public’s attention when it comes to choosing financial stocks. But the next tier often offers interesting investing opportunities based on regional factors that Read More
Money Reporter •2017-10-16 •
If you want just one Canadian equity mutual fund, let it be Mawer Canadian Equity. The fund has one of the lowest management expense ratios in its category, giving you Read More
Investor's Digest of Canada •2017-10-15 •
Top Canadian stocks like financial stocks and oil and gas stocks are doing very well right now. Rising interest rates are boosting the former, while infrastructure investment has created greater Read More
The MoneyLetter •2017-10-04 •
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
The MoneyLetter •2017-09-27 •
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
The MoneyLetter •2017-08-23 •
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
Money Reporter •2017-07-31 •
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
Money Reporter •2017-07-18 •
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
The MoneyLetter •2017-06-21 •
Hero today, Zero tomorrow. That’s how ValueTrend portfolio manager Keith Richards reminds himself that sector rotation is becoming faster and more pronounced of late. So who’s hot, and who’s not? Read More
Money Reporter •2017-05-29 •
We’ve added Beutel Goodman American Equity to our list of ‘The Top 40: Canada’s Best Mutual Funds’ in the category of recommended equity mutual funds that invest mainly in U.S. Read More