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
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 Investment Reporter •2022-06-16 •
Some investors think we’re at the beginning of a commodity supercycle that will keep prices elevated for a long period. Others are enthusiastic about the prospects of technology stocks, especially Read More
The MoneyLetter •2022-06-15 •
Margaret Samuel, president of Toronto-based Enriched Investing, names four technology stocks whose share prices have settled into more comfortable levels.
As Russia’s invasion of Ukraine has increased fear around the world, 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 •2022-05-18 •
Margaret Samuel, president of Toronto-based Enriched Investing, names four technology stocks whose share prices have settled into more comfortable levels.
As Russia’s invasion of Ukraine has increased fear around the world, Read More
Investor's Digest of Canada •2022-01-24 •
BMO analyst Devin Dodge picks Brookfield Business Partners and Brookfield Infrastructure Partners as the two best stocks to buy now.
After meeting executives in September, Toronto BMO Capital Markets analyst Devin Read More
Investor's Digest of Canada •2022-01-18 •
Technology stocks aren’t immune from post-pandemic labor shortages and the demand for cloud talent has skyrocketed since the acceleration of remote (i.e. home) work.
While much of the conversation around post-pandemic Read More
Investor's Digest of Canada •2022-01-13 •
CIBC analyst names two technology stocks in the software industry helping other companies adapt the use of digital technology in all aspects of business as “outperformers”.
Many months after March 2020, Read More
Investor's Digest of Canada •2021-12-23 •
BMO analyst Devin Dodge picks Brookfield Business Partners and Brookfield Infrastructure Partners as the two best stocks to buy now.
After meeting executives in September, Toronto BMO Capital Markets analyst Devin Read More
Investor's Digest of Canada •2021-11-30 •
Technology stocks aren’t immune from post-pandemic labor shortages and the demand for cloud talent has skyrocketed since the acceleration of remote (i.e. home) work.
While much of the conversation around post-pandemic Read More
Investor's Digest of Canada •2021-11-24 •
BMO analyst Devin Dodge picks Brookfield Business Partners and Brookfield Infrastructure Partners as the two best stocks to buy now.
After meeting executives in September, Toronto BMO Capital Markets analyst Devin Read More
Money Reporter •2021-08-18 •
US stocks are quite expensive compared with equities in other world markets. Here’s a way to take it slow and easy with your US investing.
Stocks in the US, particularly those Read More
Money Reporter •2021-07-14 •
As US equities run into turbulence, now may be a good time to look to European stocks, where valuations are lower and the economy has yet to fully benefit from 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 Investment Reporter •2021-05-06 •
Here are two technology stocks that offer capital gains potential over the next few years.
We’ve upgraded US technology stock Motorola Solutions Inc. ( NYSE—MSI) to a buy for long-term share Read More
Investor's Digest of Canada •2021-04-13 •
From among the vast array of technology stocks, California money manager Russ Mathews picks two US cybersecurity stocks as his current ‘best buys’.
Regular investors told over and over that their Read More
Money Reporter •2021-04-08 •
Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.
Fiscal stimulus and ultra-low interest rates helped Read More
Money Reporter •2021-03-04 •
Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.
Fiscal stimulus and ultra-low interest rates helped Read More
Money Reporter •2021-02-03 •
Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.
Fiscal stimulus and ultra-low interest rates helped Read More
The MoneyLetter •2021-01-31 •
Portfolio manager Keith Richards of ValueTrend Wealth Management says the time will come to buy back into the FAANGs and stay-at-home stocks. It’s just not today.
This summer I was harping Read More
Money Reporter •2020-11-25 •
“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
Investor's Digest of Canada •2020-11-18 •
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
The MoneyLetter •2020-11-08 •
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
The MoneyLetter •2020-10-29 •
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
The MoneyLetter •2020-10-18 •
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
Money Reporter •2020-10-14 •
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
Investor's Digest of Canada •2020-10-07 •
“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
The MoneyLetter •2020-09-17 •
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
Investor's Digest of Canada •2020-09-07 •
“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
The Investment Reporter •2020-07-21 •
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
The TaxLetter •2020-03-08 •
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
The Investment Reporter •2020-01-02 •
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
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 TaxLetter •2019-12-15 •
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
Money Reporter •2019-11-26 •
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
The Investment Reporter •2019-10-27 •
“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
Investor's Digest of Canada •2019-10-08 •
“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
The MoneyLetter •2019-09-18 •
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
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 •2019-09-02 •
“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
The MoneyLetter •2019-08-15 •
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
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
Investor's Digest of Canada •2019-06-16 •
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
The Investment Reporter •2019-05-28 •
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
The MoneyLetter •2019-05-23 •
“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
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
Investor's Digest of Canada •2018-10-28 •
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
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
The MoneyLetter •2018-08-23 •
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
Investor's Digest of Canada •2018-07-19 •
“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
The MoneyLetter •2018-06-27 •
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