We’ve been here before… Ditherer’s regret… TSX a top performer?… Safe havens in volatile markets… Gavin Graham likes Empire Company… Gavin Graham updates Home Capital… Gordon Pape updates Fortis Inc. .. Your Questions: Google shares, RRSP growing pains, Liberal promises
Archives: Newsletters
A safe haven REIT… January updates: Firm Capital MIC, Information Services Corp., Keyera Corp… Your Questions: Model portfolios, RRSP growing pains, bond recommendations
Put safety first in 2016… A final look back… Three key areas to watch in 2016… Shawn Allen’s top pick for 2016… Shawn Allen updates Toll Brothers, Alimentation Couche-Tard… Three big disappointments in 2015… Gordon Pape updates Brookfield Asset Management
Energy outlook 2016… Michael Corcoran updates ExxonMobil, Whitecap Resources… Six stocks that did well in 2015… Buy and Hold Portfolio update
Fed Moves on Rates Zero interest rate era is over with quarter point increase in rates? After months of speculation, the U.S. Federal Reserve Board increased interest rates by a quarter point, ending practically seven years of near zero rates. Initial market reaction was positive, with North American indices rallying sharply higher after the announcement. […]
In this issue: TFSA roll back Pipeline pressure yields opportunity This month’s Top Pick: EnLink Midstream LLC Banks stay strong despite headwinds December Updates: Bank of Nova Scotia, Canadian Western Bank, Boardwalk REIT, Enbridge Income Fund Your comments Beat the price increase! Next Update Edition: January 14 Next regular issue: January 28 TFSA ROLL BACK […]
Oil and the falling knife… Managing the tax changes… Ryan Irvine: Cash is king… Ryan Irvine updates Boyd Group, WiLAN, Exco Technologies… Gordon Pape’s updates: Badger Daylighting, Gibson Energy, Brookfield Asset Management… Your Questions: Why are prices falling?… Members’ Corner.
Five takeaways from 2015… Is there a golden lining?… Gavin Graham updates Goldcorp, Agnico-Eagle, Franco-Nevada… Gordon Pape’s updates: Trinidad Drilling, CGI Group, Constellation Software… Follow-up: Enbridge, Norfolk Southern… Your Questions: Opinion on ETF… Price Changes
TFSA portfolio shows small gain… December update: Morneau Shepell … Your Questions: Where do dividends go, investing strategy
Another mega merger… RioCan faces tough slog… Glenn Rogers picks Under Armour… Glenn Rogers updates Facebook, Palo Alto Networks… Gordon Pape’s updates: BCE, Telus, Saputo… 2016 price change
CP goes after Norfolk Southern… But will you tell me when to sell?… Shawn Allen updates Melcor Developments, Stantec, AutoCanada
Hydro One fits conservative portfolios… Gordon Pape’s updates: Suncor Energy, Enbridge Inc. … Members’ Corner: Climate change
Equities Rebound in October Expecting volatility in bonds as December Fed meeting approaches? After five consecutive months of negative returns, Canadian stocks bounced back, posting a modest 2.0% gain in October. Other global equity markets followed suit, with the S&P 500 gaining 6.3% in Canadian dollar terms, while the MSCI EAFE Index rose by more […]
Setback for Balanced Portfolio…This month’s Top Pick: Exchange Income Corp… Are today’s low bond yields the worst in history?… Are short-sellers always correct?… Gavin Graham’s updates: DH Corp., Corus Entertainment… Gordon Pape’s updates: Alaris Royalty Corp.
In this issue: What’s New A Brief Introduction to the Team ETF and Mutual Fund Red Flags Another Rough Quarter for the Recommended list Top Performers Healthcare Looking not so Healthy Your Questions What’s New ♦ CI Financial buys First Asset Capital, a leader in actively managed and Factor-based ETFs ♦ China cuts interest rates […]
Mini Portfolio has good run… Ryan Irvine picks Firan Technology… Ryan Irvine’s updates: Grenville Strategic Royalty, Hammond Power Solutions, The Caldwell Partners International… Gordon Pape’s updates: TransCanada Corp., WSP Global… Your Questions: GE share swap… Members’ Corner: Water, water…, AltaGas
Fight looms over fund fees… November updates: Sienna Senior Living, Amica Mature Lifestyles, Evertz Technologies. The North West Company… Your Questions: Enbridge Income share issue
Water, water – but not everywhere… Healthcare collapse a buying opportunity?… Infrastructure focus should help utilities/pipelines… Gavin Graham updates AltaGas, Capstone Infrastructure… Gordon Pape’s updates: TransForce, Shaw Communications… Your Questions: TFSA rollovers, CDIC coverage
The Liberals and your money… A towering stock pick… Glenn Rogers updates Yum Brands, Freeport McMoRan, Agrium, CBRE Clarion Global Real Estate Fund… Gordon Pape’s updates: New Flyer Industries, Wells Fargo, Alphabet Inc.. SPDR S&P Dividend Income ETF, iShares S&P/TSX Canadian Dividend Aristocrats Index ETF
High-yield bonds worth a look… Oilpatch merger momentum builds steam… Gavin Graham’s updates: Suncor, Canadian Oil Sands… This month’s Top Pick: Encana Corp… October updates: Valero Energy… Gordon Pape’s fund updates: PH&N High Yield Bond, CI Cambridge High Income, CI Signature High Income, CI Signature Dividend, TD Mortgage … Your questions: Adviser says sell Inter Pipeline
Volatile Third Quarter end with losses Volatility expected to remain high in near term? The ugliness and volatility that started in the summer continued through September, as most major indices finished in negative territory. The MSCI EAFE Index dropped by 5% in U.S. dollar terms, as weakness in Japan and Europe weighed. The S&P 500 […]
Defensive portfolio does its job… Buying shares with “stink bids”… Shawn Allen updates American Express, Costco… Gordon Pape’s updates: Student Transportation, Trinidad Drilling, Andrew Peller, UnitedHealth Group, Wal-Mart… Your Questions: Enbridge shares
In this issue: What’s New Third Quarter Lives up to Volatile Reputation Passing the Torch Turbulent Times Why Own an Actively Managed Bond Fund? Low Volatility Funds What’s New ♦ Dennis Mitchell lands at Sprott – Dennis Mitchell, the former Chief Investment Officer of Sentry Investments, has joined Sprott Asset Management as a senior portfolio […]
In this issue: A stock for tough times October updates: RioCan REIT, Unilever, Inter Pipeline Next issue: October 22 A STOCK FOR TOUGH TIMES By Gordon Pape, Editor and Publisher These are not easy times for income investors. As of the close of trading on Oct. 2, all but one of the dividend-related TSX sub-indexes […]
Why invest?… Slow growth ahead… Ryan Irvine updates Merus Labs, Enghouse Systems, Athabasca Minerals, Exco Technologies… A September to forget… Gordon Pape’s fund updates… Your Questions: Bond investing, U.S. dollar
Alibaba: high risk, high reward… Glenn Rogers’s updates: Atlas Air Worldwide, Magna International… Down markets hit TFSA portfolio… Shawn Allen’s updates: Toll Brothers, CN Rail… Your Questions: RESP investing… Members’ Corner: TFSA reaction
In this issue: High-Yield Portfolio loses ground Havens in the storm This month’s Top Pick: Bank of Montreal September updates: Bank of Nova Scotia, Canadian Western Bank, Johnson & Johnson, TransAlta Renewables, Freehold Royalties, Fortis J preferreds, Canadian Utilities BB preferreds Next Update Edition: October 8 Next regular issue: October 22 HIGH YIELD PORTFOLIO LOSES […]
Fed Stands Pat on Rates Global uncertainty causes Fed to keep rates on hold… Going into the third quarter, many had expected that the U.S. Federal Reserve would begin hiking interest rates starting at their September meeting. All signs supported this view – the jobs picture is progressing nicely, consumer spending is on the rebound, […]
The Fed stands pat… Conservative Portfolio loses ground… Forecasting share earnings vs. share prices… Shawn Allen updates Canadian Western Bank, Canadian Tire… TFSA follow-up… Members’ Corner: TFSA contribution limit
TFSAs under fire… The Bank stands pat… Banking on growth… Gavin Graham updates Royal Bank, TD Bank, Scotiabank… Ryan Irvine updates Espial Group… Gordon Pape’s updates: UnitedHealth Group, Simon Property Group, Wal-Mart Stores, Stryker Corp.
In this issue: The investor’s dilemma RRIF withdrawals reduced September updates: iShares Canadian Short Term Bond Index ETF, BMO U.S. Dividend ETF, The Keg Royalties Income Fund, Pizza Pizza Royalty Trust, Leon’s Furniture Your Questions: iShares ETF Next issue: September 24 THE INVESTOR’S DILEMMA By Gordon Pape, Editor and Publisher It’s not easy to be […]
In this issue: What’s New Volatility Shakes Investor Confidence ETF Recommended List Review Couch Potato Portfolio Pauses on Market Volatility Understanding ETF Trading in Volatile Times Healthcare Fund Recommendation Portfolio Management Service Now Available! What’s New ♦ Active Management Outperforms in Q2 – With markets on a roller coaster ride in the second quarter, 62% […]
A time of uncertainty… The real money is earned in down markets… Ryan Irvine updates Boyd Group, High Arctic Energy… Mini portfolios updated… Gordon Pape updates TransCanada Corp.
Coping with the plunge… RRIF setback… Commodity stock outlook… This month’s Top Pick: Valero Energy Corp…. Updates: Potash Corp. of Saskatchewan, Suncor Energy, Boston Pizza Royalties Income Fund, ConocoPhillips… News & Notes: Upcoming seminar, bond market update
A brutal week… We have to eat… New health guidelines boost stock… Glenn Rogers updates iShares Brazil, Hertz Global Holdings, Boeing… Growth Portfolio still strong… Gordon Pape updates Enbridge, CGI Group… Members’ Corner: Impact of NDP government, Upcoming seminar
Lower Dollar Boosts Global Equity Gains Dollar continues its slide on lower rates and cloudy outlook on oil? Unless you held Chinese equities or Canadian small caps, July turned out better than many had expected. Most major indices finished in positive territory, with European shares leading the way. The MSCI Europe Index gained 7.9% in […]
China joins the currency wars… Gavin Graham updates Home Capital… Marking time: RRSP Portfolio update… Gordon Pape’s updates: Google Inc., Fortis Inc., PH&N Total Return Bond Fund… Follow-up: Crescent Point
In this issue: The rigged bond market August updates: FLY Leasing, Alaris Royalty, TAL International Group, Phillips, Hager & North Total Return Bond Fund, Baytex Energy Next issue: August 27 THE RIGGED BOND MARKET By Gordon Pape, Editor and Publisher If you’ve ever tried to buy a bond for your account, you know how frustrating […]
What’s New… Recommended List Review… Model Portfolio Review
The election and your money… Opportunities in the oil patch… Michael Corcoran updates ExxonMobil… Gordon Pape’s updates: Google Inc., Suncor Energy… Your Questions: Buying gold, locking in RRSP money
Commodities: A falling knife… Stock splits and share prices… Shawn Allen recommends AutoCanada… Gordon Pape’s updates: JPMorgan Chase, Wells Fargo, Alimentation Couche-Tard, TransForce Inc., Google Inc…. Ryan Irvine’s updates: Espiel Group
Think global… Judging leverage… Interest rate worries hit REITs and financials… This month’s Top Pick: BMO International Dividend ETF… Updates: Allied Properties REIT, Boardwalk REIT, Canadian REIT, Dream Global REIT, Genworth MIC, Intact Financial, Power Financial, Sun Life Financial, Brookfield Renewable Energy Partners
Bank of Canada Cuts Rates Economic data remains weak. Further cuts remain on the table? With the Canadian economy continuing to struggle, Bank of Canada Governor Stephen Poloz cut the Bank’s key overnight lending rate by 0.25% to 0.50% on July 15. Further, the Bank cut its forecast for the Canadian economy, with GDP now […]
Doom and gloom… Top ETFs of 2015… Summer is a buying opportunity… Ryan Irvine likes Grenville… Gordon Pape’s updates: Silver Wheaton… Your Questions… Housekeeping
Volatile times… The barbell approach… Europe after Greece… Gavin Graham’s updates: Intact Financial, Manulife Financial, Industrial Alliance, Mead Johnson Nutrition… Gordon Pape updates Shaw Communications
In this issue: What’s New First Half Winners and Losers Greece Votes No to Austerity Understanding Floating Rate Income Funds Floating Rate Income Fund Options The Next Crisis ? Bond Market Liquidity Reader’s Questions View this newsletter on our new website to download the PDF What’s New ♦ Global ETF assets break $3T – At […]
Dropdowns are working for investors… Top Pick: Enbridge Income Fund Holdings… July updates: Pure Industrial REIT, Northern Properties REIT, Milestone Apartments REIT, Calloway REIT
Supreme Court creates opportunity… Glenn Rogers’s updates: Wyndham Worldwide, Facebook, Hertz Global Holdings, Constellation Brands… A new depression?… The halfway point… Gordon Pape’s updates: J.B. Hunt Transport, AT&T… Wine tour
Buy and Hold Portfolio review… Oil price collateral damage creates opportunities… Shawn Allen updates CN Rail, Canadian Western Bank, Melcor Developments… Irwin Michael’s stock picks updated…… Housekeeping