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Archives: Newsletters
RRSPs – think long-term… Gavin Graham’s updates: Diageo, Unilever, Johnson and Johnson… Gordon Pape updates Brookfield Energy Partners
Honeymoon still on… RRSP Portfolio has small gain… Ryan Irvine’s updates: Exco Technologies, GlobalSCAPE, High Arctic Energy… Gordon Pape’s updates: UnitedHealth Group, iShares Convertible Bond Index ETF… Preferred share updates: George Weston Series 3, Enbridge Series A, Power Financial Series D
Keystone still faces hurdles… There’s a Tesla in your future… Glenn Rogers updates Global X Lithium ETF, Bank of America, Citigroup, AstraZeneca, Veolia Environment Services… Gordon Pape updates Shaw Communications… Mutual fund portfolios… Your Questions: TFSAs, fund MERs, RBC fund
What’s the catch?… Milestone taken out… Who’s the boss?… Top Pick: AirBoss of America… January updates: Pason Systems, Canadian Western Bank, Algonquin Power, Northview Apartment REIT, CIBC Global Bond Fund, Fidelity Global Bond Fund, PH&N Total Return Bond Fund, PH&N High Yield Bond Fund, PH&N Short Term Bond and Mortgage Fund, TD Short Term Bond Fund
America First!… A tale of two banks… Shawn Allen looks back at 2016… Visa is a Buy… Shawn Allen updates Berkshire Hathaway, Canadian National… Gordon Pape’s updates: Enbridge… Members’ Corner: Amazon, Conservative Portfolio… Notice to readers
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Amazon delights Trump… Richard Croft named Associate Publisher… Trumpanomics and the altered universe… Gordon Pape’s updates: Hydro One, Andrew Peller, Constellation Software… Your Questions: U.S. cash
Dogs offer good yield… January updates: Horizons Active Preferred Share ETF, BMO Equal Weight Utilities Index ETF, BMO International Dividend ETF, BMO U.S. Dividend ETF, iShares S&P/TSX Composite High Dividend Index ETF, SPDR S&P Dividend ETF, iShares S&P/TSX Dividend Aristocrats Index ETF… Your Questions: Bond funds
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Volatility ahead… Gavin Graham: The known unknowns of 2017… Gordon Pape’s updates: Norfolk Southern, Sherwin Williams, iShares Core S&P U.S. Total Market ETF… Your Questions: Sold dividend fund, GIC in an RRSP
2016: An unpredictable year… Energy outlook 2017… Michael Corcoran updates Whitecap Resources… Gordon Pape’s updates: Simon Property Group, Southern Company… Your Questions: U.S. citizens and TFSAs
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Income Portfolio posts solid gain… Achieving liftoff… Top Pick: Savaria Corp…. Gavin Graham’s Updates: Capital Power… Gordon Pape’s Updates: Evertz Technologies, Norbord Corp…. Your questions: Preferred share ETFs, floating rate preferreds, TFSA question
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A year of improbable profits… Lessons from history… Glenn Rogers visits Cuba… Glenn Rogers’s updates: iShares MSCI Hong Kong ETF, Allergan plc, iShares iBoxx $ High Yield Corporate Bond ETF… Gordon Pape’s updates: UnitedHealth Group, Aecon Group, Badger Daylighting, Lundin Mining… Your Questions: Rising interest rates
Good news for energy – maybe… Another gain for Buy and Hold… Winners and losers of 2016… Ryan Irvine picks Photon Control… Fee increase
The best of 2016… Gordon Pape?s updates: Chorus Aviation, Milestone Apartments REIT… Gavin Graham updates AGT Food and Ingredients… Your Questions: Green energy stocks… Membership fees
Mini-Portfolio still on track
Good news for banks… Gavin Graham’s bank updates… More Gavin Graham updates: Vodafone, Novartis AG… Gordon Pape’s updates: Stryker Corp., Shaw Communications… Your Questions: Mutual Funds or ETFs?… Membership fees
Trump and inflation… Top Pick: Principal Financial Group… Gavin Graham’s updates: Capital Power, Corus Entertainment, Medical Facilities, Uni-Select… Gordon Pape’s updates: B&G Foods, Canadian Utilities Second Preferred shares, Bombardier Series 4 Preferred Share, Enbridge Income Fund Holdings
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Predicting the unpredictable… Five issues that may affect your portfolio… Trump winners and losers… Shawn Allen’s updates: Stantec, Melcor Developments, American Express… Gordon Pape’s updates: J.B. Hunt Transport, New Flyer Industries, CGI Group
Trump’s win creates a new dynamic… Gordon Pape’s updates: Pattern Energy, Exchange Income… Your Questions: Credit-rated tenants, buying mutual funds, GIC rates
Special Edition – What happens next?
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Hold your breath for Tuesday’s vote… Glenn Rogers sees profits in Taser… Glenn Rogers updates Teck, Under Armour, Bristol-Myers Squibb… Gordon Pape updates Suncor Energy, Vermillion Energy, Enbridge Inc., Alphabet Inc.
A plague on both your houses: the AT&T/Time Warner deal… Ryan Irvine updates Firan Technology, Enghouse Systems, Merus Labs… Gordon Pape updates New Flyer Industries, TransForce Inc… Your Questions: Mutual fund questions… Members’ Corner: Prospects for Canopy Growth, Trump strategy… Correction
Balanced Portfolio still strong… Pipeline to growth… This month’s Top Pick: Veresen Inc… Gavin Graham’s updates: Genworth MIC, Corby Spirit and Wine… Gordon Pape’s REIT updates: Chartwell Retirement Residences, Crombie, H&R, Pure Industrial, SmartREIT
The big short… Sometimes, risk arrives out of left field… Shawn Allen’s new stock pick… Shawn Allen updates Canadian Western Bank, Toll Brothers… Gordon Pape’s mutual fund updates… Member’s Corner: Luxor placement
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Conservative portfolio gains 7%… Political storms ahead… Gavin Graham: A different way to invest in gold… Gordon Pape’s ETF updates: SDY, CDZ, XIN, XIC
A new REIT for our list… Gordon Pape’s updates: Alaris Royalty, Northwest Company, Enbridge… Gavin Graham’s updates: Brookfield Asset Management, Ag Growth International
OPEC blinks… Glenn Rogers prepares for winter… Glenn Rogers updates Crown Castle International, Freeport-McMoRan, Sirius XM Holdings, Palo Alto Networks… Gordon Pape updates Wells Fargo, JPMorgan Chase, AT&T, J.B. Hunt Transport… Gavin Graham updates AltaGas Ltd… Your Questions: Stop-loss orders, TFSA contributions, home sale proceeds… No IWB next week. Next issue Oct. 17.
Two top monthly income funds… Another gain for High-Yield Portfolio… Money in the tank… This month’s top pick: ZCL Composites… September updates: Diageo, Unilever, AltaGas, DH Corp.
Negative rates – what to buy… Strong gain for TFSA portfolio… Ryan Irvine on breakthrough stocks… Ryan Irvin updates Boyd Group, High Arctic Energy… Gordon Pape’s updates Alphabet… Gavin Graham updates Leucadia National
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Defensive portfolio on target… The aftermath of Brexit… Gavin Graham picks Vodafone… Gavin Graham’s updates: Intact Financial, A&W Royalties Trust, iShares MSCI Emerging Markets ETF… Glenn Roger’s updates: Agrium
A preferred ETF to consider … Gordon Pape’s updates: BMO Financial Group, Enercare, Firm Capital MIC, Information Services, Inter Pipeline
Pipeline money goes south… Danger zone… Retail stocks: Low margins yield big profits… Shawn Allen’s updates: Alimentation Couche-Tard, Canadian Tire, AutoCanada… Gordon Pape’s updates: Andrew Pelle
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Health care winners… Add lithium power to your portfolio… Glenn Roger’s updates: Facebook, Alibaba, Hertz, Shopify… Gordon Pape’s updates: TransCanada Corp., Enbridge… Ryan Irvine’s updates: Hammond Power… Your Questions: RRIF investing, best returns, RRSP and TFSA… Correction: Trimark fund
REITs are losing steam
RRIF Portfolio rebounds
Where to find income
This month’s top pick: Pattern Energy
Gavin Graham’s updates: Bank of Nova Scotia, Potash Corp.
Modest gain for RRSP portfolio… Ryan Irvine updates GlobalSCAPE, Caldwell Partners, High Arctic Energy… Gordon Pape updates Shaw Communications, Telus… Members’ Corner: Brookfield Business Partners… Correction: Sherwin-Williams
Download the PDF:2016-08-Top-Funds-Report Second Half Starts Strong Markets rally back nicely in July. Many markets flirt with record highs? After a rocky June, the second half of 2016 started strong, with global equity markets ending the month in positive territory. With the Brexit vote now in the rear-view mirror, many investors used the selloff […]
Nasdaq’s remarkable comeback… U.S. Mini Portfolio update… Gold still shines… Gavin Graham updates Agnico Eagle, Franco-Nevada, Goldcorp… Gordon Pape updates Wells Fargo, Hydro One… Glenn Rogers updates Xylem, LifePoint Health
A rough year for preferreds… Preferred share updates: Canadian Utilities Cumulative Redeemable Second Preferred Shares BB, Enbridge Series A Preferred Shares, Enbridge Series R Preferred Shares, Fortis Inc. Cumulative Redeemable 4.75% First Preference Series J Shares, Fortis Inc. Preferred Shares Series F… More updates: Norbord Inc., Brookfield Infrastructure LP
Download the PDF: AugustETFU20163
Download the PDF In This Issue Big gain for Growth Portfolio A new gold choice In praise of transportation stocks Shawn Allen picks FedEx Shawn Allen updates CN Rail, Costco Wholesale, Stantec Next issue: Aug. 15 BIG GAIN FOR GROWTH PORTFOLIO By Gordon Pape, Editor & Publisher Over the years, we have created a variety […]
Best of times, worst of times… Bond yields plunge after Brexit… This month’s top pick: Algonquin Power & Utilities… Gavin Graham’s updates: iShares S&P Global Water Index ETF, Intact Financial, Sun Life Financial… Gordon Pape’s updates: Emera Inc., Bank of Nova Scotia 5.6% Series 17 Preferreds, BCE Inc. Cumulative Redeemable First Preferred Shares, Series 5, BCE First Preferred Shares Series AC, Bombardier Series 4 Preferred Shares