Trump threatens NAFTA… Oil price stuck in neutral… Michael Corcoran updates Tourmaline Oil, Whitecap Resources… Glenn Rogers likes Nike… Glenn Rogers updates Under Armour, Atlas Air Worldwide, Clorox… No IWB next week. Next issue Aug. 8.
Archives: Newsletters
Download the PDF:2016-07-Top-Funds-Report Britain Votes to Leave EU Market reaction swift and severe in days following. A month later, calmer heads prevail? Unless you?ve been living in a cave, you?ve probably heard by now that residents in the UK voted to leave the European Union by a slim 51.9% to 48.1% margin. Market reaction was […]
Floating on air… Glum news for Canada… TSX leaders: BCE Inc…. A paint that kills germs… Gordon Pape’s updates: MetLife, RioCan REIT, iShares Core S&P U.S. Total Market ETF, Fidelity Canadian Balanced Fund… Mutual fund portfolios.
Rates continue to slide… Top Pick: Innergex Renewable Energy… Gordon Pape’s updates: B&G Foods, RioCan REIT
Britain is on sale!… First half finishes on a high note… TSX leaders: Boyd Group Income Fund… Gavin Graham’s updates: Empire Company, Home Capital… Gordon Pape’s stock updates: WSP Global… Gordon Pape?s fund updates: iShares 1-5 Year Laddered Corporate Bond Index ETF, iShares Canadian Universe Bond Index ETF, iShares Convertible Bond Index ETF.
PDF version: JulyETFU2016final.03
Brexit vote shakes markets… What to expect in the second half… TSX leaders: Agnico Eagle… Ryan Irvine picks GlobalSCAPE… Ryan Irvine updates Firan Technology, Merus Labs… Gordon Pape updates CGI Group
A good year so far… This month’s Top Pick: Medical Facilities Corp…. Gordon Pape’s updates: Alaris Royalties, Evertz Technologies, Exchange Income, Intertape Polymer, Morneau Shepell… Gavin Graham’s updates: Capital Power, Leon?s Furniture, Boston Pizza, Pizza Pizza, The Keg
PDF version: 2016-06-Top-Funds-Report Fed Stands Pat. Markets Worry over Brexit Worries over interest rates and fallout over potential Brexit increases volatility levels? As the June 23 vote on Britain?s future with the European Union approaches, investors have become increasingly worried, pushing volatility levels higher. The result has been a modest selloff in global equity markets, […]
Brexit vote spooks fed… TSX leaders: New Flyer Industries… Profiting from organic growth … Shawn Allen updates American Express, CN Rail, Canadian Western Bank… Gordon Pape’s stock updates: TransForce, George Weston… Gordon Pape’s mutual fund updates: Beutel Goodman American Equity, Black Creek International Equity, Leith Wheeler Canadian Equity, Steadyhand Income Fund
Buy and Hold Portfolio gains… Top TSX performer: Teck Cominco… Financials doing better than expected… Gavin Graham updates Industrial Alliance, Manulife… Gordon Pape updates Stella-Jones… Your Questions: Under Armour share split
PDF version: JuneETFU2016v4
Take another look at funds… June updates: Cogeco Inc., Dorel Industries, BMO Financial Group
TSX continues to lead world markets… TSX leaders: Franco-Nevada… The misunderstood Peter Lynch… Ryan Irvine updates Espiel Group, Enghouse Systems, Grenville Strategic Royalty, and Exco Systems. … Gordon Pape?s updates: BCE, Fortis
Where now for oil?… Mini Portfolio going strong… Valeant gives growth by acquisition a black eye… Shawn Allen updates Alimentation Couche-Tard, Canadian Tire, Toll Brothers… Gordon Pape updates Badger Daylighting, Polaris Minerals… Your Questions: Stock dividends, TFSA contributions… Members’ Corner: The nuclear option
Income portfolio rebounds… Green stocks for cash flow… Mid-cap stocks look attractive… This month’s Top Pick: Chorus Aviation… May Updates: Cineplex, Genworth MIC, Uni-Source, Talisman Energy, Enbridge Income Fund Holdings
Investors ignore climate change plan… The real cost of Fort McMurray… Michael Corcoran updates ExxonMobil, LyondellBasell Industries… Gordon Pape’s updates: Telus Corp., Brookfield Asset Management, Constellation Software, JPMorgan Chase… Your Questions: Nuclear option, wills
Download the PDF:2016-05-Top-Funds-Report U.S. Fed May Move Rates in June Inflation worries more troubling than the prospect of lower global growth… Earlier this week, the U.S. Federal Reserve Board released the minutes from their late April policy meeting, signaling to traders that a June interest rate increase is not out of the question, if economic […]
Dual shares under fire… New tax bracket hits estates… Emerging markets recovery?… Gavin Graham’s updates: Mead Johnson Nutrition, Linamar Corp., A&W… Shawn Allen updates Costco Wholesale… Gordon Pape’s updates: TransCanada Corp…. Your Questions: Model portfolios
REIT recovery continues… May updates: Baytex Energy, Freehold Royalties, Talisman Energy
BCE deal raises questions… Will we ever learn?… Average manager can?t beat index ? Buffett … Shawn Allen updates Canadian Western Bank, Stantec… Gordon Pape updates UnitedHealth Group, Suncor… Your Questions: Investing strategies
Conservative Portfolio back on track… A look at U.S. small caps… Ryan Irvine picks TrueBlue Inc. … As others see us … Gordon Pape’s updates: New Flyer Industries, Norfolk Southern, Shaw Communications… Your Questions: Underperforming ETF… Equitable clarification
Balanced Portfolio bounces back… Use options to add yield… “I Am Canadian,” 10 years on… This month’s Top Pick: Corby Spirit and Wine… Gavin Graham’s updates: Ag Growth International, AltaGas…
Download the PDF:2016-04-Top-Funds-Report Second Quarter Starts Strong With energy and commodities on the rebound, global markets rally off February bottoms? After a rough start to the year, it looks like the global equity markets have found some solid footing. Since mid-February they have been moving higher, thanks in large part to a sustained rally […]
Happy days? Not yet!… Glenn Rogers goes food shopping… Glenn Rogers updates Allergan, American Water, Citigroup, Bank of America, Constellation Brands, Fiat Chrysler… Gordon Pape updates Hydro One… Members’ Corner: Tax software, NAICS frustration… Correction
Tax software getting better… NAICS frustration… How big a threat is “Brexit”?… Gavin Graham?s updates: Honda Motor Co., Copa Holdings, Novartis AG
What’s the worst thing?… A good first quarter… April updates: PHN High Yield Bond Fund, Bombardier Series 4 preferreds, TransCanada Corp., BCE Inc., Crombie REIT… Your Questions: Preferred shares
The pros and cons of dividend increases… Shawn Allen likes Berkshire Hathaway… Shawn Allen updates Melcor Developments, AutoCanada… Michael Corcoran updates Tourmaline Oil… Gordon Pape updates Equitable Group… Ryan Irvine updates The Caldwell Partners International… Members’ Corner: RRSP drawdowns… Your Questions
Deficits forever!… Measures that may affect you… The truth about Canadian small caps… Ryan Irvine updates Boyd Group, Exco Technologies, Hammond Power Systems… Michael Corcoran updates ExxonMobil, Whitecap Resources
Big gain for high yield portfolio… Are dividends under threat?… This month’s Top Pick: Enercare… March Updates: Corus Entertainment, Pembina Pipeline, Student Transportation, FLY Leasing, AGT Food & Ingredients
Markets Rally Higher on Oil Energy looks to find some stability. Potential for more volatility remains? Canadian equity markets have been on the rebound since mid-January. On January 20, the S&P/TSX Composite closed at 11,843.11, and since then has gained more than 15%, closing at 13,621.3 on March 17. Perhaps not coincidentally, it was also […]
TFSA Portfolio holds steady… Michael Corcoran’s new pick… Gordon Pape’s updates: Shawcor Ltd., Aecon Group, Stella Jones… Your Questions: RRSP drawdown
Playing defence… Gold is glittering again… Gavin Graham’s gold stock updates… More Gavin Graham updates: Loews and Leucadia National… Gordon Pape’s updates: UnitedHealth Group, JPMorgan Chase, Andrew Peller
Boring but profitable… March updates: Brookfield Infrastructure LP, Brookfield Energy Partners, TransAlta Renewables…Your Questions: U.S. bond funds
Writing on the wall… Back in the black… Warren Buffett and market volatility… Shawn Allen updates Canadian Tire, Toll Brothers… Gordon Pape’s updates: Student Transportation
First, do no harm… Ryan Irvine updates Enghouse Systems, Grenville Strategic Royalty, Merus Labs International… Gordon Pape’s updates: AT&T, J.B. Hunt Transport, MetLife, Wal-Mart, Lundin Mining… Your Questions: Portfolio results
RRIF portfolio update… Drilling for dividends… This month’s Top Pick: Pason Systems… February Updates: ConocoPhillips, Enlink Midstream, Valero Energy, Macquarie Infrastructure Fund, Potash Corp. of Saskatchewan… Your questions: preferred shares.
Growth Portfolio hangs in… Glenn Rogers finds a cancer fighter… Glenn Rogers’s updates: Palo Alto Networks, FireEye, Shopify… Gordon Pape’s updates: BCE Inc., TransCanada Corp., CGI Group, PHN Short Term Bond and Mortgage Fund… Your Questions: Alimentation Couche-Tard, fixed income and taxes, bond funds
Rocky Start to 2016 Volatility remains high and markets on a wild ride, testing investor patience As much as 2015 was a tough year for investors, the first few weeks of 2016 have been even more challenging. Equity markets have been hit hard, selling off sharply, and in recent days, bouncing off lows to recover […]
Will history repeat?… Coping with bear markets… Canadian banks ride the storm… Gavin Graham updates Royal Bank, TD Bank, Scotiabank… Gavin Graham assesses the Capstone takeover… Gordon Pape’s updates: Suncor Energy, Fortis Inc., TransForce Inc., American Express correction
In this issue: Searching for certainty February updates: Northview REIT, RBC Canadian Equity Income Fund, BMO Financial Group. Your Questions: New tax bracket, Diversiflex Plus Next regular issue: February 25 View this newsletter on our website to download the PDF SEARCHING FOR CERTAINTY By Gordon Pape, Editor & Publisher It’s hardly surprising that in turbulent […]
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The Alphabet see-saw… Understanding adjusted earnings… Shawn Allen?s updates: American Express, CN Rail… Gordon Pape?s updates: iShares Core S&P U.S. Total Market ETF, iShares Japan Fundamental Index ETF, iShares MSCI EAFE Index ETF, iShares MSCI Frontier 100 ETF, iShares Core S&P 500 Index ETF, iShares Core S&P/TSX Capped Composite Index ETF, Mawer Tax Effective Balanced Fund
Japan goes negative… Parsing the Fed… Be greedy when others are fearful… Ryan Irvine updates High Arctic Energy, Espial Group, Firon Technologies… Gordon Pape’s fund updates: Templeton Growth Fund, TD Advantage Balanced Income Portfolio, Steadyhand Founders Fund, Steadyhand Income Fund, PH&N Total Return Bond Fund, Mawer U.S. Equity Fund
Not everything is down… This month’s Top Picks: Fortis Inc., BMO Equal Weight Utilities Index ETF… Gordon Pape’s January Updates: Keyera Corp. correction, Premium Brands common stock, Premium Brands convertible debentures, B&G Foods, Milestone Apartments REIT, Chemtrade Logistics Income Fund… Falling prices lead to deals… Gavin Graham’s January Updates: Suncor Energy, Canadian Oil Sands, Corus Entertainment
Profits from a weak loonie… Glenn Rogers picks Verizon… Glenn Rogers updates three ETFs… Gordon Pape updates Wells Fargo, Shaw Communications, iShares 1-5 Year Laddered Corporate Bond Index ETF, iShares Canadian Universe Bond Index ETF, iShares Convertible Bond Index ETF… Your Questions: Corporate class funds
2015 was a Year to Forget Volatility returned with a vengeance, dampening investor confidence? 2015 was one of the more challenging years in recent memory. It had a little bit of everything for investors, but perhaps the most impactful was the return of extreme market volatility. Global equity markets were largely flat in U.S. dollar […]