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

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

On ‘The Back Page’, a weekly feature that examines the market outlook with a focus on a particular industry, The Investment Reporter recently rated seven beverage stocks as ‘buys’—including Molson   Read More

Continue to add to your Canadian equity mutual funds portfolio. Aggressive small-cap equity mutual funds are starting to reward risk takers now.
Economic data and market sentiment have improved in recent   Read More

Regular MoneyLetter columnist John Stephenson offers his stock market outlook for the early days of a Trump administration. Financial stocks should be among the first big winners because of the   Read More

Investor’s Digest of Canada columnist Jeana Deal may not own a horse named Silver nor a six-shooter loaded with silver bullets. But she does think it’s time to saddle up   Read More

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

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

The financial sector’s exposure to the energy sector is driving banking stocks down world-wide. John Stephenson is portfolio manager and President and CEO of Stephenson & Company Capital Management Inc.   Read More

Four times a year, the team at The Investment Reporter makes some short term predictions. We do a 180-day forecast for the economy looking for sectors that will lead and   Read More

The U.S. federal government has over $19 trillion in funded debt, at least $6 trillion in off-balance sheet obligations, and staggering unfunded liabilities for Medicare, Medicaid, Social Security, etc., which   Read More

The financial sector’s exposure to the energy sector is driving banking stocks down world-wide. John Stephenson is portfolio manager and President and CEO of Stephenson & Company Capital Management Inc.   Read More

The market outlook suggests that U.S. markets are about to test their 2015 summer lows. If they don’t bounce back, the next level of support seems to be around the   Read More

A rational market strategy: Participate in uptrends, reduce exposure to downtrends. Right now, the signals are saying: ‘Sell’. They’re not as simple as ‘Buy Low; Sell High’, but they are   Read More

For the markets, these are indeed turbulent times. But while there are sectors to avoid, others offer opportunity. So says John Stephenson, portfolio manager and president of Stephenson & Company   Read More

The Bank of Canada continues to hold its overnight interest rate steady. That came as no surprise when the bank released its policy statement on December 2, leaving the rate   Read More

Are you concerned about rising interest rates effect on stocks in the U.S.? Keith Richards, portfolio manager at Barrie, Ont.-based ValueTrend Wealth Management and a frequent contributor to The MoneyLetter,   Read More

Keith Richards, portfolio manager of Barrie, Ont.-based ValueTrend Wealth Management says his favorite market indicators are flashing ‘buy’ signals in five market sectors. He names his favorite stock picks in   Read More

Our job, as conservative investors, is twofold: (i) To safeguard our money; and (ii) To get a reasonable return commensurate with our risk tolerance. Ken Norquay, author of the behavioral   Read More

The stock market and commodities markets are searching for direction from forward looking indicators. John Stephenson, president and CEO of Stephenson & Company Capital Management Inc. in Toronto, and a   Read More

With Chinese stocks sliding, the global market outlook is jittery. Our advice? As the 1939 British motivational poster advised prior to World War II:  “Keep calm and carry on.”
There are   Read More

Happy Thanksgiving, Canada! Celebrating with your extended family on all your favorite foodstuffs and libations? Conversation inevitably evolving from elucidating insights to more passionate opinions? Given that The Great White   Read More

This top Canadian global equity fund performs well in almost any time frame.  It does so by seeking bargain stocks of companies that trade at a discount to their present   Read More

Recent escalated market volatility was a signal to sell—now. In nautical terms, that spike in volatility was a ‘shot across the bow’. Ken Norquay, a regular contributor to The MoneyLetter   Read More

Despite hand-wringing over America’s rising debt levels, U.S. markets continue to lead the world and the S&P 500 Composite Index has risen sharply over the past six years. Keith Richards,   Read More

Balanced investors should now hold about two per cent of their total investment portfolio in cash, which is up from the one per cent we previously advised you to hold.   Read More

Six years ago was the right time for aggressive investing. The time for extreme caution is coming soon. That’s the market outlook from Ken Norquay, CMT and author of the   Read More

Is now the time to sell your equities? Or is this really the question you should be asking yourself? No equity investment is immune when the stock market outlook suggests   Read More

With both stocks and commodities having traded in fairly confined ranges, the S&P 500 is now due for a healthy pullback. That’s the market outlook from Toronto-based Brian Hoffman, CPA,   Read More

Overall, the stock market outlook remains volatile, while the bond market outlook could be on the verge of a tantrum. Here’s where to find some comfort food for the soul—and   Read More

It’s difficult to see how a standoff between Greece and its creditors will be resolved. If Greece is forced out of the euro-zone, then the monetary block’s future is open   Read More

Conventional wisdom is, well, conventional—and often inappropriate. Sunil Vidyarthi, president of Oakville, Ont.-based Value Sciences Inc., says the wisdom of putting bonds in your RRSP is flawed. In fact stocks   Read More

To ride out a correction, raise your cash limit. That’s the market outlook from Keith Richards, portfolio manager of Barrie, Ont.-based Value Trend/Wealth Management. With lots of change in your   Read More

John Stephenson, portfolio manager and president of Toronto-based Stephenson & Company Capital Management Inc., says the recent dramatic decline in the greenback is unlikely to be sustained for an extended   Read More

Financial markets always face risks. Low-risk investments such as government bonds pay so little that you lose money to inflation. So it’s important to invest in stocks despite the risks   Read More

Look to iShares CDN S&P/TSX Capped Financials Index Fund for a signal that Canadian stocks are due for a correction. When trying to gauge market outlook, financial stocks are a   Read More

Emerging markets have taken it on the chin lately. But this doesn’t mean it’s time to jump ship. For value-oriented folks, these markets are still good places in which to   Read More

As 2014 continues to unfold, both gold and silver are starting to perform impressively.

Both metals appear to have made major bottoms following gold’s plunge to US$1,180 an ounce at the   Read More