ETF and Mutual Fund Update-Jan 2021
Archives: Newsletters
Farewell 2020. You won’t be missed… What lies ahead?… The lessons of 2020… Shawn Allen updates American Express, Canadian Tire, Linamar… Richard Croft updates Goldman Sachs, BMO Covered Call Canadian Banks ETF… Glenn Rogers updates DocuSign, Teledoc… Your Questions: What about PAWZ?
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Overlooked high-yielders… Supporting structures… Top Pick: Stella-Jones… Gavin Graham’s updates: Pason Systems, Richards Packaging Income Fund… Gordon Pape’s updates: BMO Financial Group, Horizons Active Cdn Divided ETF, CI First Asset Canadian Buyback Index ETF, Canoe EIT Income Fund, BMO… Covered Call Dow Jones Industrial Average Hedged to CAD ETF… Your Questions: BEP split… Last chance to beat the price increase
The year that was… Our pandemic stock picks… The world of 2021… Richard Croft recommends PIC.A… Glenn Rogers looks to the future… Glenn Rogers updates Vail Resorts, Nike… Price increase reminder… Last issue of 2020
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Standing pat pays off… Blockchain is more than Bitcoin… Adam Mayers’s Blockchain updates… Gordon Pape updates Fortis, Equitable Group, Telus… Your Questions: ETF with U.S. exposure; Investing in Stripe Inc…. Price increase reminder
REITs in recovery… Gordon Pape updates Fortis, Emera, Innergex… Your Questions: Dividend payments; What about SRET?… Price increase
Take nothing for granted… Is value returning to favour?… Gavin Graham recommends Fairfax Financial… Gavin Graham updates Intact Financial, GlaxoSmithKline, Novartis… Gordon Pape updates Suncor Energy, TC Energy… Your Questions: Going electric… Members’ Corner: Investing in our portfolios… Price increase
Big payouts – but for how long?… New traditions… This month’s Top Pick: iShares Core Balanced ETF Portfolio… Gordon Pape’s updates: PrairieSky Royalty, Inter Pipeline, Energy Giants Covered Call ETF, Harvest Healthcare Leaders Income ETF, BMO U.S. Dividend ETF, iShares S&P/TSX Composite High Dividend Index ETF… Gavin Graham’s update: Boralex… Your Questions: RRIF with no money… Beat the price increase!
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Market overreaction… Elections and your portfolio… Ryan Irvine’s new picks… Gordon Pape updates Amazon, Alphabet, Brookfield Asset Management… Members’ Corner: New design… Correction: PAVE… Ryan Irvine’s webinar – last chance
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Focus on quality… This month’s Top Pick: U.S. Preferred ETF… Updates: Brookfield Renewable Partners… Your Questions: Wants opinion on VRIF… Correction: BMO yield
A Biden Presidency… Alberta’s problems go beyond the election… Shawn Allen updates Aecon, CN Rail… Gordon Pape updates Gilead Sciences, Pfizer, UnitedHealth Group… Your Questions: Investing dilemma
October strikes again… Better times ahead for pot stocks… Adam Mayers’s pot picks… Adam Mayers’s fast-food updates… Gordon Pape updates TFI International… Richard Croft updates two ETFs… Gavin Graham updates Sagen MI… Members’ Corner: Raising taxes; New design… Ryan Irvine’s fall webinars
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Second wave hits stocks… Balanced portfolio bounces back… Making sense of retail REITs… Gordon Pape’s updates: TC Energy, Algonquin Power & Utilities… Gavin Graham’s update: Sagen MI Canada… Your Questions: U.S. bonds
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Fear mongering… Richard Croft’s recommendations… Richard Croft updates: Pinterest… Big gain for Global Portfolio… Members’ Corner: New design
What now for Keystone?… Election outcomes… Gavin Graham updates Empire Co., Canadian Natural Resources… Gordon Pape updates TC Energy, Canadian Utilities… Your Questions: Discount brokers, RRIF allocation… Members’ Corner: New design, Political bias
Low rates are here to stay… Choose yield over price… Top Pick: NorthWest Healthcare Properties REIT… Gordon Pape’s updates: Enbridge, Fortis, Information Services
September – as advertised… And now, October… Major U.S. election risk looms… Shawn Allen recommends Alcanna Inc…. Shawn Allen updates WSP Global, Toll Brothers… Gordon Pape updates Fortis, Enbridge… Your Questions: Nuvei IPO
Where’s the money?… Thriving in a three-tier economy… Richard Croft updates three ETFs… Glenn Rogers’s ETF updates… Gordon Pape updates Badger Daylighting, Tourmaline Oil
High-Yield Portfolio rebounds… Are negative rates coming?… Gavin Graham’s updates: Fiera Capital, Canadian Western Bank, Capital Power, Leon’s Furniture… Gordon Pape’s updates: The Northwest Company, Keyera Corp.
Cornerstone report (2)… By the numbers… What lies ahead?… Richard Croft’s precious metals picks… Electric cars boost Magna
Cornerstone stocks holding firm… Ryan Irvine updates Sylogist, Polaris Infrastructure, Viemed Healthcare… Gordon Pape’s ETF updates… Your Questions: Seeking a safe investment; Concerned about mortgages… Members’ Corner: Growth Portfolio
ETFs for uncertain times… Gordon Pape updates Fidelity U.S. Monthly High Income Fund, Sentry U.S. Monthly Income Fund, Cambridge Global High Income Fund… Gavin Graham updates Cogeco
September blues… The bear market is over – for some… Bank stocks struggle… Gavin Graham’s updates: Intact Financial, Manulife Financial, Lowes Inc., Jefferies Financial
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Big gain for Growth Portfolio… Physical retailing is not dead… Shawn Allen recommends RioCan REIT… Shawn Allen updates Costco, Stantec… Gordon Pape updates Walmart, Target… Glenn Rogers updates eBay, Starbucks… Your Questions: U.S. dividends… Next issue Sept. 8
The T.I.N.A. syndrome… Richard Croft’s updates: BMO US Put Write ETF… Pandemic hits RRIF Portfolio… Gordon Pape’s updates: Summit Industrial Income REIT, Firm Capital MIC, Emera, CI First Asset Gold+ Giants Covered Call ETF, Horizons Enhanced Income Gold Producers ETF… Your Questions: GIC rates
Setback for RRSP Portfolio… The undiscovered country… Buying value stocks… Glenn Rogers likes Roku… Glenn Rogers updates Shopify, Chegg
A game-changer for preferreds… This month’s Top Pick: RY.PR.S… Gordon Pape’s updates: iShares S&P/TSX Capped REIT Index ETF… Members’ Corner: Brookfield Renewables
Gold’s record run not over… Stock picks for gardeners… Big gain for Canadian Solar… Gordon Pape’s updates: Equitable Group, CGI Group, TFI International, iShares Convertible Bond Index ETF, iShares Canadian Core Bond Index ETF… A bond funds warning… Your Questions: Mawer fund; Looking at ETFs
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It’s time to look at value stocks… Apartments provide a firm foundation… This month’s Top Pick: Minto Apartment REIT… Gavin Graham’s updates: iShares S&P Global Water Index Fund, iShares Convertible Bond ETF, iShares MSCI United Kingdom ETF… Gordon Pape’s updates: Morneau Shepell, Suncor Energy, Inter Pipeline, Pembina Pipeline… Paul Bamford’s update: Intact Financial Corp. Non-Cumulative Floating Rate Class A Shares Series 4… Your Questions: Brookfield Renewables
ETF winners and losers… A gold ETF… The disconnect between markets and reality… Richard Croft updates BMO Covered Call Canadian Banks ETF, BMO S&P/TSX Equal Weight Banks Index ETF, First Trust Dow Jones Internet Index Fund, Arista Networks Inc…. Gordon Pape updates Shaw Communications, Sandstorm Gold Royalties… Your Questions: Protecting Assets
ESG funds flourish – but be wary… Winners win, and losers lose… Shawn Allen updates Alimentation Couche-Tard, Canadian Western Bank, Ceapro Inc…. Gordon Pape updates TFI International, ABB Group, UnitedHealth Group… Your Questions: Too late for gold?
Don’t miss this opportunity… This month’s Top Pick: Manulife Rate Reset Preferred… Gordon Pape’s Updates: True North Commercial REIT, Northview Apartment REIT, BMO Low Volatility Canadian Equity ETF, Brookfield Property Partners
A gold mini-portfolio… Are stocks expensive or cheap?… Ryan Irvine updates Enghouse Systems, Dynacor… Gordon Pape updates Descartes Systems, Badger Daylighting… Your Questions: Follow the money; Account for granddaughter… New webinars
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The unstable markets… Small setback for Buy and Hold… A tale of three dividend funds… Microsoft and IBM have pandemic advantage… Your Questions: Reducing risk, investing U.S. dollars… Members’ Corner: A compliment
Crisis winners… The joy of minimums… Top pick: Brookfield Asset Management Class A Preference Shares Series 44… Gavin Graham’s updates: AirBoss, Ag Growth, Uni-Select, Supremex
We all need food… Crisis investing… Richard Croft’s recommendations: Pinterest, Facebook… Richard Croft’s updates: Amazon.com, Visa… Glenn Rogers likes JNJ… Glenn Rogers’s updates: ViacomCBS, Palo Alto Networks, Bank of America, Bristol-Myers-Squibb, Nike… Gordon Pape’s updates: BMO Low Volatility Canadian Equity ETF, BMO Low Volatility International Equity Hedged to CAD ETF
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What advice now?… The walls of worry… Gold: the old reliable… Gavin Graham’s updates: Franco-Nevada, Agnico Eagle, Pan American Silver, First Mining Gold… Gordon Pape’s updates: Norfolk Southern, Stryker Corp.
Own gold, get paid… Gordon Pape’s updates: Brookfield Renewable Partners, TransAlta Renewables… Your Questions: Confused by dividends… Correction: SmartCentres REIT