What’s New… ETF Recommended List Review… Couch Potato Portfolio Takes a Breather… Portfolio Strategy – Tax Loss Selling… Trying to Find the Best Monthly Income Fund… Navigating the Fund Code Nightmare
Archives: Newsletters
Five big questions for 2015… Stay with American stocks in 2015… Tom Slee’s 2015 stock picks… Tom Slee’s updates: Long Run Exploration, Enbridge… Your Questions: Tax-free RRSP withdrawals… Tom Slee retires
Finding U.S. cash flow… Top Pick: Canaccord Series A preferreds… December updates: Baytex Energy, H&R REIT… Your Questions: Oaken Financial… Housekeeping
Cheap oil – but for how long?… Drugs can be good for you… Gavin Graham updates Loews Corp. Leucadia National… Glentel takeover a big win… Gordon Pape updates BCE Inc., CGI Group… Members’ Corner: Market timing and other fads… Your Questions: RRSP transfers
High Yield Portfolio averages 14%… Pitfalls of preferred shares… Inflation protection… November’s Top Pick: Brookfield Asset Management… November updates: Brookfield Renewable Energy Partners, Alaris Royalty, B&G Foods… Housekeeping
A so-so summer… A taste of fine wine… Glenn Rogers updates Bank of America, Citigroup, Generac… Digging for dollars… More updates: Brookfield Asset Management, Fortis Inc., Aecon Group
Markets Bumpy Ride Continues in October Despite volatility sanity returns in second half of the month. In September, the long awaited market correction began, continuing well into the first half of October. Between September 1 and October 15, the S&P/TSX Composite dropped by 12%, the MSCI EAFE plunged by nearly 15%, and the S&P 500 […]
Blow wind, blow!… November updates: Genworth MIC, Intact Financial, Sun Life Financial, PHN High Yield Bond Fund… Housekeeping
Mutual Fund Recommended List Review… Evaluating Low Volatility Funds… Portfolio Strategy – Understanding ETF Taxation… Readers’ Questions
The oil price war… Bull market still intact… Tom Slee’s updates: TransForce, Aecon Group, ShawCor, Alimentation Couche-Tard… Gordon Pape’s updates: AT&T, Suncor Energy, Constellation Software, Stryker Corp…. Your Questions: Adviser compensation
Now the calm?… Correction overdue but short-lived… Ryan Irvine’s updates: Boyd Group Income Fund, WiLAN… Pay down the mortgage or invest?… Gordon Pape’s updates: Cenovus Energy… Your Questions: RRSP/RRIF withdrawals
Get used to low rates… Balanced portfolio update… After the sell-off… October’s Top Pick: Fortis Inc. Cumulative Redeemable 4.75% First Preference Series J Shares… October updates: Bombardier’s 6.25% Series 4 Preferred Shares, Firm Capital Mortgage Investment Corp., Information Services Corp.
Slow and steady… Ebola: Panic and opportunity… Glenn Rogers updates Westport Innovations, Pimco Income Opportunity Fund, Walt Disney Corp., Teck Resources, Diageo PLC… ETF price war continues… Gordon Pape’s ETF updates: iShares 1-5 Year Laddered Corporate Bond Index ETF, iShares Canadian Universe Bond Index ETF, iShares Core S&P 500 Index ETF (CAD-Hedged), iShares S&P/TSX Small Cap Index ETF… Your Questions: CPP after 65
The Beginning of the End?… Funds You Asked For – Dynamic Advantage Bond, PH&N Total Return Bond, RBC Global Corporate Bond, Templeton Global Bond, CI Cambridge Canadian Equity, Franklin U.S. Rising Dividends Fund, Mackenzie Ivy Foreign Equity, Renaissance Optimal Growth & Income Portfolio, Steadyhand Equity Fund, Fidelity Global Disciplined Equity Fund, Mawer U.S. Equity Fund… October’s Top Funds: Norrep Short Term Income Fund, PH&N High Yield Bond Fund, Franklin Bissett Microcap Fund, TD Health Sciences Fund.
Correction, rebound: Now What?… Resources collapse: A false alarm?… Gavin Graham’s updates: Emerging markets bond and stock ETFs… An uphill challenge… More updates: Long Run Exploration, Wells Fargo, Steadyhand Founders Fund, Steadyhand Income Fund… Your Questions: RESP contributions
The Beginning of the End?… Best Bets for Volatile Times… Portfolio Strategy: Understanding Smart Beta… Bill Gross Leaves PIMCO… Fund vs. Fund
Why buy bonds?… October updates: FLY Leasing, RioCan REIT, Pure Industrial REIT, Northern Property REIT
A storm, not a crash… Market timing? Look elsewhere… Tom Slee likes bank stocks… Tom Slee’s bank updates: TD Bank, Scotiabank, National Bank… More Tom Slee updates: Stantec, Canadian Tire… Your Questions: Investment advice… Gordon Pape’s updates: iShares MSCI EAFE Index ETF, iShares MSCI Frontier 100 ETF, iShares U.S. Small Cap Index ETF… Housekeeping
Conservative portfolio on track… Ryan Irvine revisits four stock picks… Gordon Pape’s updates: Andrew Peller… Your Questions: Escalating GIC, short-term investing
Investing in expensive markets… September’s Top Pick: Milestone Apartments REIT… Gavin Graham’s Updates: Diageo, Unilever, Johnson & Johnson, Ag Growth International, Capital Power Corp., DH Corporation… September updates: Premium Brands Holding Corporation 5.5% Convertible Unsecured, Brookfield Energy Partners, B&G Foods, TransCanada Corp.
What’s wrong with this picture?… Glenn Rogers takes a bite of Apple… Glenn Rogers updates Wyndham Worldwide, Nuance Communications, Hertz Global Holdings… ETF boom continues… Gordon Pape’s updates: CIBC, Suncor Energy, TransCanada Corp… Members’ Corner: Keep Q&A… Housekeeping
Markets Higher in August… World Money Show… Funds You Asked For… September’s Top Funds
Change on the way… Don’t let your portfolio drift… Tom Slee picks Long Run Exploration… Tom Slee updates Estee Lauder, New Flyer Industries… Shawn Allen recommends Canadian Western Bank… Shawn Allen updates Toll Brothers, Costco, Melcor Developments… Members’ Corner: No Q&A please
Outside the box… September updates: Leisureworld, Ensco PLC, Brookfield Infrastructure LP, Brookfield Energy Partners… Your Questions Answered: RRIF transfer
Danger zone… Disunited Kingdom?… Gavin Graham’s updates: Anglo-Pacific Group, Capstone Infrastructure, Linamar… Gordon Pape’s updates: CAPREIT, Southern Company, Wal-Mart, MetLife… Your Questions: TFSA rules, RESP question, disability tax rules, insurance for the future, finding an adviser
RRIF portfolio on track… Stay away from the bond market… Dividend growth as important as yield… August’s Top Pick: Canadian Utilities Cumulative Redeemable Second Preferred Shares BB… August updates: Tim Hortons, Premium Brands Holding Corp., TransCanada Corp.
RRSPs in August… What does it take to be a good investor?… Ryan Irvine updates Athabasca Minerals, Parex Resources, Glentel… Gordon Pape’s updates: Saputo Inc., RioCan REIT
Markets Mixed in July… Funds You Asked For… August’s Top Funds
Telecoms under pressure… Obamacare a boon for hospitals… Glenn Rogers updates Baidu, Freeport McMoRan… Mini Portfolio updates… Gordon Pape updates Gibson Energy
Rising dividends… August updates: Baytex Energy, Alaris Royalty, Norbord Inc.
Recommended List Review… Model Portfolio Review… Portfolio Theory – Evaluating Mutual Funds…
The high cost of health care… Let the winners run… Growth Portfolio on a roll… Gordon Pape’s updates: Cenovus Energy, CGI Group, Suncor Energy, Vermilion Energy… Your Questions: CPP benefits
Cash or canned goods?… Russian turmoil hits Europe… Gavin Graham’s updates: Home Capital Group, Copa Holdings, BMO Asian Growth and Income Fund, Templeton Frontier Markets Corporate Class A Units… Gordon Pape’s updates: AT&T, ArcelorMittal, Google, iShares Japan Fundamental Index ETF, iShares Gold Bullion ETF… Members’ Corner: Cash in Chou Funds
The new normal… REITS are a special breed… Go West… July Top Picks: iShares J.P. Morgan Emerging Markets Bond ETF, Amica Mature Lifestyles, Talisman Energy… July updates: Canexus Corp., Freehold Royalties, Just Energy Group… Housekeeping
Pain relief and profits… Control your emotions and increase profits… Ryan Irvine updates Exco Technologies, WiLAN… Taxing times… More updates: CN Rail, Facebook
Buy and Hold Portfolio still strong… Glenn Rogers picks Cummins… Glenn Rogers’ updates: Westport Innovations, American Railcar Industries… Low rates to stay awhile… Gordon Pape’s updates: Wells Fargo, CGI Group, Student Transportation, TD Advantage Balanced Income Portfolio
Investors Rewarded with Strong Gains… Funds You Asked For… July’s Top Funds
What’s next for REITs?… A new REIT pick… Still some bargains on the TSX… Tom Slee likes Lundin Mining… Tom Slee updates Rogers Communications, AltaGas… Gordon Pape’s updates: Suncor Energy, Saputo, Telus, Andrew Peller
A new income pick… July updates: FLY Leasing, Morneau Shepell, Pure Industrial REIT, Student Transportation Inc.
First Half Review… The Best of the First Half… Best Bets for the Second Half… Portfolio Strategy – Understanding Bond Duration… Are You Paying Too Much?
Goldilocks and the black swan… As good as gold?… Gavin Graham updates Agnico-Eagle, Goldcorp, Franco-Nevada… No bargains? Hold cash… Gordon Pape’s updates: Shaw Communications, Ensign Energy Services… Your Questions: How much stock market exposure?… Members’ Corner: When to sell
When to sell… What goes into a great stock pick… Ryan Irvine updates Enghouse Systems, Hammond Power Systems, Macro Enterprises… Where to begin?… Gordon Pape’s updates: Brookfield Asset Management, Fortis Inc., Templeton Growth Fund… Members’ Corner: Constellation debentures
Income stocks rally… 2014: The year of redemptions… June’s Top Picks: Fortis Inc. Preferred Shares Series F, iShares S&P/TSX Equity Income ETF… Gavin Graham’s Updates: AltaGas Ltd., Canadian Oil Sands, Potash Corp. of Saskatchewan… Gordon Pape’s Updates: Keyera Corp… Housekeeping
Six years on… Cool, clear water… Glenn Rogers updates Covidien, Realogy Holdings, Nutrisystem, Broadcom… Constellation’s “unprecedented” debenture… More updates: AltaGas, Google, AT&T, RioCan REIT… Members’ Corner: Vanguard replies
Canadian Equities Modestly Lower… Funds You Asked For… June’s Top funds
Iraq crisis boosts energy stocks… Gordon Pape picks Vermilion Energy… Blue chip preferreds look attractive… Tom Slee’s preferred share updates… Gordon Pape’s updates: Southern Company, Walmart, MetLife
Bonds surprise… June updates: Province of Ontario 1.9% Bonds, Corus Entertainment 7.25% Notes, The Northwest Company, The Keg Royalties Income Fund, Leon’s Furniture, Firm Capital MIC, Information Services Corp…. Housekeeping
ETF Recommended List Review… Couch Potato Portfolio Gains… REIT ETF Distribution Discrepancy Baffling… The Best European Funds… Portfolio Strategy – Understanding Your Return Objectives
Italian turnaround?… A rudderless ship… Global economies are improving… Gavin Graham updates A&W, Mead Johnson Nutrition, Capstone Infrastructure… Gordon Pape’s updates: Gibson Energy, Trinidad Drilling, Silver Wheaton, Target Corp… Your Questions: Taxes on RRIF income… Members’ Corner: Vanguard’s “bargain” pricing.
Strong returns from High-Yield Portfolio… Steer clear of 50-year bonds… Gavin Graham’s Updates: Boston Pizza Royalties Income Fund, Pizza Pizza Royalty Trust, Cineplex Inc., Corus Entertainment… More May updates: BCE Inc., Leisureworld Senior Care Corp., Pembina Pipeline Corp.