The CRA is a mess… The Week… Canadian banks outperform… Gavin Graham’s bank updates… Gavin Graham updates Winpak, Cameco… Gordon Pape updates CGI, Pfizer, Maple Leaf Foods
Archives: Newsletters
Big gain for Global Portfolio, The Week, Small cap dividend growers: A hybrid approach, Ryan Irvine updates Dynacor, Polaris Infrastructure, Gordon Pape updates Constellation Software, Financial factoids: Nintendo
Falling rates boost High Yield Portfolio, Higher copper demand sparks Teck merger talk, This month’s Top Pick: Rio Tinto. Desjardins bids for Guardian, Grocery-anchored retail REITs
Where to invest now… The Week… Investing in Canadian healthcare… Adam Mayers updates Loblaw, Telus, Telus International… Gordon Pape’s ETF updates: iShares Core S&P/TSX Capped Composite Index ETF, iShares Core MSCI Canadian Quality Dividend Index ETF, iShares Global Agricultural Index ETF… Gordon Pape’s stock updates: BCE, Rogers Communications
ETF Update-September 2025
Growth Portfolio gains 35%… The Week… State of the Markets… Shawn Allen updates WSP Global, Canadian Tire, Dollarama, RioCan REIT… Adam Mayers updates MDA Space… Members’ Corner: Trump scorecard
Junk bonds: A risk-return balance… CT REIT offers safety, income… Adam Mayers updates iShares S&P/TSX Dividend Aristocrats Index ETF, South Bow Corp…. Gavin Graham updates National Bank, Saputo
Trump’s scorecard… The Week… The case for independence… Richard Croft updates iShares Russell 2000 ETF, iShares S&P/TSX Capped Financial Index ETF, Purpose Bitcoin ETF, The Goldman Sachs Group… Gordon Pape updates Maple Leaf Foods, Thomson Reuters, Stryker Corp., Norfolk Southern, Alphabet… Strange indicators
Rate cuts would benefit utilities… Top Pick: Dominion Energy… RRIF Portfolio posts gain… Gavin Graham updates Canadian Tire, Corby Spirit and Wine, Lundin Mining
Vietnam offers opportunity, The Week, RRSP Portfolio posts gain, Gordon Pape updates Apple, Amazon, Adam Mayers updates Disney, McDonalds, Loblaw, Glenn Rogers updates Roku, RTX, Webinar reminder
Voting with your wallet… Top performing ETFs… The Week… Smart glasses finally have their day
Glenn Rogers updates Palantir Technologies, Bank of America, Carrier Global Corp…. Masters of Finance: John Law… New Ryan Irvine webinars
Russel rewards investors… Ray Dalio’s US debt warning… Adam Mayers updates LyondellBasell Industries… Gordon Pape updates Bank of Montreal, Procter & Gamble
Pipeline companies look south… The Week… Gold pauses (briefly) after record run… Gavin Graham’s gold updates… Gordon Pape updates Thermo Fisher Scientific, Alphabet
ETF Update-August 2025
A cloudy crystal ball… The Week… The Epstein deflection… Richard Croft updates Premium Income Corporation Class A Shares, BMO Covered Call Canadian Banks ETF, BMO S&P/TSX Equal Weight Banks Index ETF, iShares MSCI Europe IMI Index ETF… Gordon Pape updates five winning ETFs
A remarkable recovery… Gavin Graham’s energy updates: AltaGas, Canadian Natural Resources, Suncor Energy, Peyto Exploration & Development, Pason Systems… Preferreds are still profitable… Shawn Allen’s preferred share updates… Gordon Pape updates Exchange Income Corp.
Celestica still surging… The Week… Walking the M&A line… Ryan Irvine updates Firan Technology, Groupe Dynamite… Resources are hot but be cautious… Financial Factoids: Quotable Quotes
Small caps shine… The Week… Military spending should boost MDA… CAE beats forecasts… AI drives Nvidia, Microsoft… Telecoms: Is the storm over?… Gordon Pape updates Richelieu Hardware, AT&T… Glenn Rogers updates WisdomTree Cybersecurity ETF… Masters of Finance: Victoria Woodhull and Tennessee “Tennie” Claflin
Why you should own utility stocks
Hydro One hits new highs… Adam Mayers updates Western Union… Gordon Pape updates Canadian Utilities, Emera
ETF Update-July 2025
Good first half. What now?… The Week… Insurance isn’t sexy. Just profitable…. Gavin Graham updates Jeffries Financial Group, Fairfax Financial, iA Financial Group… Gordon Pape updates low-volatility ETFs
Spinoffs provide extra value… This month’s Top Pick: Haleon plc… Gavin Graham updates Watts Water Systems, Johnson & Johnson, Boardwalk REIT, Slate Grocery REIT, iShares MSCI UK ETF… Balanced Portfolio holds steady… Gordon Pape updates Algonquin Power & Utilities
Risk and opportunity… The Week… Covered calls vs. long-only… Richard Croft updates VanEck Vectors Oil Services ETF, Vanguard Real Estate Index Fund ETF, Vanguard Russell 1000 Growth ETF, Vanguard Russell 1000 Value ETF… Glenn Rogers updates Vanguard Extended Duration Treasury Index Fund… Setback for Buy and Hold Portfolio
Too expensive? Maybe not… The Week… Israeli attack boosts defence stocks… Safe havens in troubled times… Dividend funds doing well… Powering the future… Glenn Rogers updates Global X Lithium and Battery Tech ETF, Van Eck Vectors Gaming ETF
What’s safe?… Inflation defense… Adam Mayers updates Corby’s… New Harvest ETF worth a look
ETF Update-June 2025
Bonds struggle… The Week… “Picks and shovels” investing… Ryan Irvine updates Orbit Garant… Ryan Irvine picks Propel Holdings… Gordon Pape updates Walmart, Home Depot… Your Questions: What to do with MUB
Tariffs under fire… The Week… Oil’s time to shine?… Gavin Graham updates Chevron, Canadian Natural Resources… Takeover bid for InterRent… Masters of Finance: Jesse Livermore… Your Questions: Low-risk bond ETFs
Communications giant… The Week… The wisdom of Warren Buffett… Shawn Allen updates Berkshire Hathaway, Visa, CN Rail… Gordon Pape updates Stryker, AbbVie… Glenn Rogers updates Sphere Entertainment, The TJX Companies, iShares Global Tech Fund… Your Questions: Double taxation?
Dividend cuts not always bad… This month’s Top Pick: Enghouse Systems… Gavin Graham updates The Keg Royalty Income Fund, Organon, Minto Apartment REIT… Gain for High-Yield Portfolio… Invest in Canada… Gordon Pape updates BMO, Russel Metals
Invest in what you eat… The Week… Sunoco bids for Parkland… Why so sad?… Richard Croft updates iShares S&P 500 Growth ETF, iShares S&P 500 Value ETF, iShares S&P/TSX Capped Financials Index ETF, Purpose Bitcoin ETF, SPDR Dow Jones Industrial Average ETF… Gordon Pape updates BCE… Glenn Rogers updates Verizon, e.l.f. Beauty
ETF Update-May 2025
BIP worth a look… Grocery REITs offer dividends and safety… Adam Mayers updates Hydro One… Gavin Graham updates Allied Properties REIT… Your Questions: Taxing options
Incroyable! Europe beats US!… The Week… Green energy stocks still struggling… Gavin Graham updates Reckitt Benckiser… Who gains from China-US trade war?… Gordon Pape’s ETF updates… Member’s Corner: US tax threat
The new gold rush… The Week… Nuclear energy takes on a new glow… Adam Mayers updates TC Energy, VanEck Uranium and Nuclear ETF… Gordon Pape updates Alphabet, Home Depot, EQB Inc., Rogers Communications… Your Questions: Investing in Europe; Base metals ETF
Potomac fever… A primer on basis trading… Playing defense… Gavin Graham’s Top Pick: Cogeco Inc… Gavin Graham updates Artis REIT… Your Questions: Sold US house
Trade wars not over… The Week… The orphan stock opportunity… Ryan Irvine picks Orbit Garant Drilling… Ryan Irvine updates VersaBank… Glenn Rogers updates Teck Resources
Pfizer’s woes create opportunity… A high-yield, high-risk stock… Adam Mayers updates Digital Realty Trust… Gordon Pape updates P&G
ETF Update-April 2025
Stay invested?… The Week… Banks prepare for tariff storms… Gavin Graham updates RBC, Scotiabank… Update on Equinox Gold… Gordon Pape updates Brookfield Corp., Norfolk Southern… Glenn Rogers updates Palo Alto Networks, Johnson & Johnson
History repeats… The Week… Two European defense ETFs… Glenn Rogers updates Teladoc Health, Nike… Discount retailers thrive in bad times… Adam Mayers updates Nutrien Corp., Novo Nordisk… Financial Factoids: PMs and Markets… Keystone webinars
Investing in convenience… This month’s Top Pick: Fomentos Economico Mexicano… Gavin Graham updates CK Hutchison, Calian Group, Leon’s Furniture, Stella-Jones… Utilities, telecoms offer tariff protection… Adam Mayers updates BMO Equal Weight Utilities Index ETF… Three ETFs for uncertain times… Your Questions: RRIF withdrawals
The real impact of tariffs… The Week… Shawn Allen updates Costco, Alimentation Couche-Tard, Visa, Linamar… Small gain for Global Portfolio… Gordon Pape updates J.B. Hunt Transport… Correction… KeyStone webinars
Forget the US. Think Europe… The Week… Follow the bouncing ball… Richard Croft updates Global X U.S. Infrastructure Development ETF, iShares MSCI Europe IMI Index ETF, iShares Russell 2000 ETF, ALPS O’Shares US Quality Dividend ETF… Tariff humour… Your Questions: Worried about the market… KeyStone webinars
Three tariff-fighting stocks… Gordon Pape updates Freehold Royalties… Gavin Graham updates retail REITs… Your Questions: Capital Power
A monumental screw-up… Take advantage of CGI’s dip… The Week… Boycotts only go so far… Fickle fashion pays off… Ryan Irvine’s new pick… Your Questions: RESP investing
ETF Update-March 2025
Another gain for Growth Portfolio
The Week… Warren Buffett’s latest sage advice… Shawn Allan updates Canadian Tire, Toll Brothers, Starbucks… Gordon Pape updates Telus, Rogers Communications, Alphabet, Amazon.com… Gavin Graham updates CAP REIT
Innergex takeover… When will REITs recover?… This month’s Top Pick: CAP REIT… Gavin Graham updates grocery-anchored REITs… RRIF Portfolio inches higher
RRSPs losing popularity?… The Week… 5 reasons to like Nvidia… Adam Mayers updates IBM, McDonald’s… Gordon Pape updates UnitedHealth, TFI International… Financial Factoids: J.P. Getty… Your Questions: US dividend ETFs