“I can’t recall ever once having seen the name of a market timer on Forbes’ annual list of the richest people in the world.” Peter Lynch.
What is the right price   Read More

Here are three private technology companies to put on your watch list. They’re not public yet, but soon “could take on the world by storm” say CIBC’s Todd Coupland and   Read More

Waterloo, Ontario-based Chartered Financial Analyst Moez Mahrez highlights four junior Canadian technology stocks that may benefit from the trend to ‘work from home’.

This month’s stock screen aims to identify companies   Read More

Portfolio manager Keith Richards says opportunities are coming, but you must have cash to take advantage of them. This will not be the end of the world. It’s a much-needed   Read More

In a round-up of ‘street’ reviews of technology stocks, The MoneyLetter recently featured sellers of enterprise content management, supply chain management and business solutions.
Open Text Corp. (TSX—OTEX; NASDAQ—OTEX)
CIBC World Markets   Read More

Continue to buy gradually, emphasizing diversified, conservative Canadian and international (ex US) equity funds.

We think US stock valuations are rather high. We therefore recommend new money be added to non-US   Read More

“The shift in our society has been exacerbated. When government funding runs out, that would be apparent,” says Guy Lapierre. “You don’t replace the income of a 747 pilot with   Read More

Portfolio manager Margaret Samuel of Toronto-based Enriched Investing™ goes “fishing at high tide” for dividend-paying technology stocks.

Technology is a very loved sector. Generally I like to look for unloved stocks   Read More

“The shift in our society has been exacerbated. When government funding runs out, that would be apparent,” says Guy Lapierre. “You don’t replace the income of a 747 pilot with   Read More

Portfolios perform best with between five and 20 stocks. Fewer than five leaves you unable to achieve portfolio balance and diversification; more than 20 and it is hard to stay   Read More

Old tax returns aren’t as much fun as mountain music but they provided an eye-opening experience for Toronto-based accountant Mark Goodfield, a.k.a. The Blunt Bean Counter.

When I was a young   Read More

If you’ve never been burnt on an investment, or haven’t been burnt lately, you need extra skepticism to avoid the kind of investment mistakes that can result in severe losses.

It’s   Read More

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

Shredding some old tax returns was an eye-opening experience for Toronto-based accountant Mark Goodfield, a.k.a. The Blunt Bean Counter.

When I was a young accountant and happened upon an estate return,   Read More

Given that we consider the Canadian dollar to be undervalued in relation to the US dollar, we generally recommend you hedge your currency risk when investing south of the border.

Despite   Read More

“Diversification is protection against ignorance. It makes little sense if you know what you are doing.” We don’t often disagree with Warren Buffet, but sector investing lets you gain exposure   Read More

“Our bank pick is trading at valuations that are compelling enough to justify buying it at present prices. Our pipeline pick is a hedge of sorts against lower bond yields,”   Read More

ValueTrend portfolio manager Keith Richards wonders if we are in for a storm (a new bear market), or is this just the pause that refreshes (a continuing bull market)?
Back in   Read More

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

“Our bank pick is trading at valuations that are compelling enough to justify buying it at present prices. Our pipeline pick is a hedge of sorts against lower bond yields,”   Read More

ValueTrend portfolio manager Keith Richards wonders if we are in for a storm (a new bear market), or is this just the pause that refreshes (a continuing bull market)?
Back in   Read More

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

When your stocks are down, remember that every dog has its day.
Equity markets have had a strong start to the year. The positive shifts in investor sentiment and stock prices   Read More

Ottawa-based Kinaxis Inc. is growing quickly. It’s a buy for long-term share price gains as its earnings escalate. But only if you can accept share price risk and you need   Read More

“Being able to perform in line or better than the market while holding almost a third in cash suggests that our stock picking and trading strategy have provided positive alpha   Read More

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

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

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

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

US fundamentals remain very strong, and even though this is one of the longest bull markets in history, the economic recovery is also one of the shallowest in history, suggesting   Read More

“The key to investing is . . . determining the competitive advantage of any given company and, above all, the durability of that advantage. The products or services that have   Read More

Portfolio manager John Stephenson has concerns that peaking earnings, economic growth, rising inflation, a flattening yield curve, and a maturing business cycle are weighing on stocks. Despite investor angst, fundamentals   Read More

Most fund-industry observers like to comment on the management style of various funds. And some believe stock markets go through cycles of rewarding different styles, such as growth or value   Read More

Portfolio manager John Stephenson has concerns that peaking earnings, economic growth, rising inflation, a flattening yield curve, and a maturing business cycle are weighing on stocks. Despite investor angst, fundamentals   Read More

Here are six technology stock buys that offer capital gains potential over the next few years. Four others of the 10 tech stocks we follow regularly are holds—mostly because they’re   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

The MoneyLetter recently surveyed equity analysts’ reports on technology stocks and found an interesting Canadian three-pack including a blue chip global information technology stock trading on both the Toronto and   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

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

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

NASDAQ has been the hottest US stock market over 2017. However, PI Financial vice-president Guy Lapierre warns that some of NASDAQ’s brightest stars may be burning out. Instead of tech   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

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

At this time of the year, the forward-looking stock market is more and more using outlooks for 2018 to set stock prices. Before you sell a stock that looks over   Read More

Investor’s Digest of Canada columnist David Chapman says the current bull market which began in 2009 should be over by the first quarter of 2018. Both stocks and bonds are   Read More

While waiting for major US technology stocks to pull back, portfolio manager Guy Lapierre is  putting his clients into two exchange traded funds that he says will profit from the   Read More

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

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 MoneyLetter recently surveyed a number of published securities analysts’ reports on technology stocks. It found a Toronto-based aerospace and defence technology stock and an Ottawa-based developer of software solutions   Read More

Portfolio manager Lorne Zeiler picks a US-based global healthcare stock and a Canadian preferred share exchange traded fund as his current two ‘best buys’ for investors seeking high dividend income   Read More

Five big tech stocks have accounted for 41 per cent of the S&P 500’s market capitalization advance of this year. Portfolio manager John Stephenson picks two of them, plus a   Read More

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