There are countless sophisticated strategies you can use to achieve better investment results. But the best investment strategy is to use plain common sense and patience.

Devising an investment strategy that   Read More

Odlum Brown’s model portfolio is well-diversified with reasonably-priced, high-quality stocks that have the ability to grow and raise prices to offset inflationary pressures.
Twenty-seven years ago, on Dec. 15, 1994, our   Read More

There are countless sophisticated strategies you can use to achieve better investment results. But the best investment strategy is to use plain common sense and patience.

Devising an investment strategy that   Read More

Odlum Brown’s model portfolio is well-diversified with reasonably-priced, high-quality stocks that have the ability to grow and raise prices to offset inflationary pressures.

Twenty-seven years ago, on Dec. 15, 1994, our   Read More

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

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

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

Behavioural finance analyst Ken Norquay warns no investment strategy works forever. It’s like a game of musical chairs: when the music stops, don’t be left without a chair.

Since The Ides   Read More

Behavioural finance analyst Ken Norquay warns no investment strategy works forever. It’s like a game of musical chairs: when the music stops, don’t be left without a chair.

Since The Ides   Read More

Rather than placing a lot of emphasis on this single indicator, you’ll be better off putting the time into developing a long-term investment plan that meets your needs and goals.
A   Read More

Rather than placing a lot of emphasis on this single indicator, you’ll be better off putting the time into developing a long-term investment plan that meets your needs and goals.
A   Read More

Odlum Brown’s Murray Leith names five stocks with relatively attractive risk-return characteristics. He begins with some thoughts on Christmas dinner.

In the Leith household, we sometimes turn dinner on its head   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

We’ve always held a high opinion of dollar-cost averaging. That’s because we’ve often seen this investment strategy richly reward those who follow it.

To dollar-cost average, of course, you invest equal   Read More

Three factors will affect most of your investment strategy this year: the COVID-19 pandemic, plunging oil prices and the US presidential election.

Investors should look forward to a positive performance for   Read More

The January barometer gave a mixed outlook for 2020. An interesting indicator, perhaps, but we think you’re better off putting time into developing a long-term investment plan.

A recurring pattern that   Read More

Behavioural finance analyst Ken Norquay says: Be alert for a sell signal in both stocks and bonds. We should be preparing to buy gold and oil ETFs.
Gold bugs are investors   Read More

Fresh off the glow of Toronto Raptors’ championship run, Mark Goodfield (aka The Blunt Bean Counter) finds five lessons for wannabe winning investors.
The Raptors are the toast of the town   Read More

Long term buy-and-hold strategies rely on up trending markets. Long term buy-low-sell-high strategies rely on volatility. That’s why behavioural finance analyst Ken Norquay recommends incorporating selling into your investment strategy.

Previously   Read More

Behavioural finance analyst Ken Norquay says when you have an investment plan that buys and sells securities in harmony with ever-changing financial risk, your portfolio is safest.

In the 1970s, when   Read More

Equity mutual fund managers sense a high risk in the stock market and are increasing their cash reserves. But the amount of cash they hold is restricted by the fund’s   Read More

Equity mutual fund managers sense a high risk in the stock market and are increasing their cash reserves. But the amount of cash they hold is restricted by the fund’s   Read More

The ‘Dogs of the Dow’ strategy involves the 10 stocks of the Dow Jones Industrial Average with the lowest price-to-earnings ratios. These low-cost stocks subsequently beat both the overall Dow   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

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

‘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

Vancouver-based HollisWealth® portfolio manager Elvis Picardo, thinks it would be safe to assume that market volatility will be higher this year than it has been in the last couple of   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

Pondering taxes can be a headache-inducing exercise so we hope not to compound the after effects of anyone’s riotous holiday partying. In any event, TaxLetter columnist Mark Goodfield (aka The   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

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

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

Investor’s Digest contributor, Keith Richards of ValueTrend, shows investors an investment strategy known as the Elliott Wave Theory. He says the wave we experienced during 2017 is unprecedented and unusual.   Read More

ValueTrend portfolio manager Keith Richards doesn’t think the Canadian dollar will rise beyond the $0.79 to $0.80 US dollar range. And, says Keith: “I’m putting my money where my mouth   Read More

Moody’s has downgraded the big six Canadian banks. But, much like when a tree falls in the forest, did anyone hear it? Professional money managers, who talk like bulls and   Read More

There’s still a few weeks before it’s time to sell in May and go away. Barrie, Ont.-based ValueTrend portfolio manager Keith Richards notes their portfolios still hold plenty of U.S.   Read More

We’ve always held a high opinion of dollar-cost averaging. That’s because we’ve often seen this investment strategy richly reward those who follow it.
To dollar-cost average, of course, you invest equal   Read More

ValueTrend portfolio manager Keith Richards, a regular investment strategy columnist at The MoneyLetter, explains how to spot buy and sell signals by tracking a stock’s daily trading price, its 200-day   Read More

Canada’s residential real estate market may be growing into a giant collapsible bubble. Portfolio manager and regular MoneyLetter columnist Keith Richards argues there are better ways to seek capital gains   Read More

Behavioural finance analyst Ken Norquay observes that investors love to read the financial news and study its impact on stock prices. But what should be more relevant for investors and   Read More

Whenever we’re disappointed by the elimination of our favourite baseball team, we console ourselves with the history of the hapless Brooklyn Dodgers who won the National League pennant in 1941,   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

Robert ‘Bob’ Walkden, a long-time chairman of this company’s investment planning committee and its last remaining direct link to our founder George C. Armstrong, died this month. Bob spoke often   Read More

An ‘old school’ manufacturing stock and a ‘new age’ technology stock may seem like an odd couple for a ‘2 Best Buys’ story in Investor’s Digest of Canada. But here’s   Read More

With apologies to the “No Sex, Please—We’re British” playwrights,  The MoneyLetter’s behavioural finance analyst Ken Norquay takes a look at why people make seemingly irrational decisions about investment strategy. His   Read More

Markets have hit some resistance as the weather has warmed and seasonality is a likely catalyst for the correction. The S&P/TSX Composite Index has found resistance just above 14,000. Technical   Read More

Some new investors, when the time comes to actually buy stocks, practically need a straight jacket. They want it all, now. It must be how a gambling binge feels. They   Read More

Branch Rickey was a cigar-chomping Methodist who changed the face of baseball forever. He invented the farm system. He broke the colour barrier by bringing Jackie Robinson to the Dodgers.   Read More

Economist Paul Samuelson quipped: “The stock market has forecast nine of the last five recessions.” So, advises Toronto-based portfolio manager John Stephenson, dial down the noise about continuing market gyrations   Read More

Barrie, Ont.-based ValueTrend portfolio manager Keith Richards thinks so and he offers nine indicators as the evidence that convinced him to adopt a bearish market outlook and a defensive investment   Read More

If you believe a continued market downtrend for the intermediate term is likely, then shorting the market with exchange traded funds, stocks, currencies and gold might be of interest to   Read More