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
Archives: Newsletters
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 […]
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
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