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
Archives: Newsletters
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
We still don’t understand TFSAs… Motoring ahead… This month’s Top Picks: Uni-Select, Macquarie Infrastructure… Updates: AGT Food & Ingredients, Capital Power, ConocoPhillips
In This Issue Is this the inflection point? Ryan Irvine revisits four picks Gordon Pape’s stock updates: Southern Company, UnitedHealth Group, Michael Kors Holdings Gordon Pape’s mutual fund updates: Beutel Goodman American Equity Fund, Mawer Canadian Equity Fund Members’ Corner: Voluntary CPP Next issue June 29. IS THIS THE INFLECTION POINT? By Gordon Pape, Editor […]
Investment Markets Mixed in May Canadian equities under pressure from weaker commodities May was a mixed month in the equity markets, with U.S. equities rising, while Canadian, European and Asian markets finished lower in U.S. dollar terms. However, with the Canadian dollar continuing its slide against the greenback, investors in unhedged investments saw modest gains […]
Pay attention to bank’s warning… Where now for oil prices?… Michael Corcoran updates ExxonMobil… Gordon Pape’s updates: Lundin Mining, Aecon Group, Saputo Inc., Norfolk Southern… Your Questions: Do it yourself money management… Members’ Corner: New website
In this issue: Interest-sensitive stocks under pressure June updates: RioCan REIT, Labrador Iron Ore, Sienna Senior Living, Freehold Royalties, Premium Brands Next issue: June 25 INTEREST-SENSITIVE STOCKS UNDER PRESSURE By Gordon Pape, Editor and Publisher It’s deja vue all over again. About this time two years ago, interest-sensitive securities were battered after comments by Ben […]
In this issue: What’s New ETF Recommended List Review Another Solid Quarter for the Couch Potato Portfolio Portfolio Strategy ? Does Currency Matter over the Long Term Reader’s Questions View this newsletter on our new website to download the PDF What’s New ♦ Global ETF Assets Near $3B – In a recent report, global ETF […]
The elusive recovery… Bank dilemma… Gavin Graham updates TD Bank, Scotiabank, Capstone Infrastructure
Gordon Pape’s updates: RioCan REIT, Fortis, Wal-Mart… Members’ Corner: Credit cards for U.S. travel
Shopify starts strong… Glenn Rogers updates First Solar, Palo Alto Networks, FireEye, Atlas Air Worldwide… Is hedging the right move?… CPP – the devil is in the details… Gordon Pape updates Gibson Energy, Telus Corp., Google Inc., Brookfield Asset Management
Rate hikes coming – be ready… Judging dividends… Energy stocks offer good value… This month’s Top Pick: Suncor Energy… May updates: Brookfield Infrastructure LP, Brookfield Asset Management, Cineplex Inc.
Superpower no more… Share buybacks: good or bad?… Shawn Allen’s updates: Canadian Tire, Stantec Inc., Toll Brothers… U.S. dollar investments… Gordon Pape’s updates: MetLife, Cenovus Energy, Constellation Software… Renewal notices
Investment Markets Mixed in May With bounce in energy and improving economy, Canadian yields moved higher. April was a mixed month, with Canadian bonds lower, and equities generally higher. The bond market faced pressure as yields moved higher on two factors. The first being the expectation that the U.S. Federal Reserve may begin to raise […]
TFSAs for income… May updates: Corus Entertainment, TransAlta Renewables, Firm Capital, B&G Foods
What’s New … Recommended List Recap and Outlook … Cambridge Global Asset Management – A Deeper Look
Investors look overseas… Trudeau declares tax war… Energy bounce back looks fragile… Ryan Irvine updates Macro Enterprises, Parex Resources, High Arctic Energy Services, Hammond Power Solutions… Gordon Pape’s updates: JCMorgan Chase, Wells Fargo, Shaw Communications, BCE Inc.
Take advantage of TFSA changes… Profiting from water woes… Glenn Rogers updates American Water Works, Clorox… Gordon Pape’s updates: Brookfield Asset Management, Suncor Energy… Gavin Graham’s updates: Linamar Corp., A&W… Members’ Corner: Euroseas
Balanced Portfolio gains 7%… Two REIT numbers you need to know… Top Pick: Cogeco Inc… April updates: Calloway REIT, Alaris Royalty Corp., iShares S&P Global Water Index ETF… Your Questions: Wants more REITs
Oil Hits Canadian Economy GDP growth turns negative in January. Believed to be a precursor to dismal Q1 numbers. With oil continuing to struggle, the impact is starting to be felt across the entire Canadian economy. Earlier this month, Statistics Canada reported that GDP shrank by 0.1% in January, a stunning reversal of December’s impressive […]
Defensive portfolio still strong… Is Europe really recovering?… Gavin Graham updates Novartis, Home Capital Group… Gordon Pape’s updates: BCE, Telus, Brookfield Asset Management… Members’ Corner: Praise for Corcoran, TFSAs
TFSA doubling – the unanswered questions… TFSAs – who benefits?… Freedom 55 achieved… Shawn Allen’s updates: American Express, Costco Wholesale, Melcor Developments… Gordon Pape’s ETF updates: iShares Japan Fundamental Index ETF, iShares MSCI EAFE Index ETF, iShares MSCI Frontier 100 ETF, iShares Core S&P 500 ETF, iShares Core S&P/TSX Capped Composite Index ETF, iShares 1-5 Year Laddered Corporate Bond Index ETF, iShares Canadian Universe Bond Index ETF, iShares Convertible Bond Index ETF, iShares Core S&P U.S. Total Market ETF
What’s New… Oil Hits Canadian Economy… Top Fund Picks for the Current Environment… Understanding RBC’s Global Bond Offerings… Using T-Series Funds to Reduce OAS Clawback… Portfolio Strategy – Understanding Active Share… High Active Share Funds
Keyera bucks the trend… April updates: Ag Growth International, BCE Series AC preferreds, DH Corporation, Sherritt Corporation… Members’ Corner: Congrats to Shawn Allen
Bull feeble but intact… All the news you don’t need to know… Michael Corcoran updates Exxon Mobil… Gordon Pape’s updates: Silver Wheaton, Long Run Exploration
Small gain for TFSA Portfolio… A pharma stock with growth potential… Ryan Irvine updates Boyd Group, Caldwell Partners… Your Questions: XUU volume, investing U.S. dollars, retirement portfolio… Members’ Corner: RRIF withdrawals
Divergent courses… Oil shock hits High-Yield Portfolio… This month’s Top Picks: Canadian Western Bank, Labrador Iron Ore Royalty Corp…. Updates: Diageo, Unilever, iShares Canadian Short Term Bond Index ETF
Seven years on… Low prices + low euro = Fiat… Glenn Rogers updates Douglas Dynamics, Realogy, Sirius Holdings… Action time for RRIFs… Gordon Pape’s updates: iShares S&P/TSX Canadian Dividend Aristocrats Index ETF, Stella-Jones, Alimentation Couche-Tard… Members’ Corner: Avoid stocks
Markets Cheer ECB QE Plan Commitment to buy $68 billion a month spurs global equity gains After a mixed January, February saw markets bounce back nicely, led higher by Europe. The MSCI Europe Index gained 6.3% as investors eagerly awaited the start of the European Central Bank’s latest quantitative easing program. Starting March 9, the […]
Conservative Portfolio outperforms… Is the gold bear market over?… Gavin Graham updates Goldcorp, Agnico-Eagle, Franco-Nevada, Anglo-Pacific… Gordon Pape’s updates: Simon Property Group, SPDR S&P Dividend ETF… Your Questions: Institutional funds
Preferreds fizzle… March updates: Canadian Oil Sands, iShares Canadian Short-Term Bond Index ETF, Scotiabank Series 17 preferreds, BCE Series 5 preferreds, Canaccord reset preferreds, iShares S&P/TSX Dividend Aristocrats Index ETF
In this issue: What’s New ETF Recommended List Review Impressive Quarter for the Couch Potato Portfolio TD Retirement Portfolios Portfolio Strategy – When is a good time to Invest? What’s New ♦ Bank of Canada hangs tight – for now – After surprising the markets with a 25 basis point cut to its key lending […]
Nasdaq briefly tops 5,000… Warren Buffett’s secrets of success… Shawn Allen updates Canadian Tire… TFSAs under fire… Gordon Pape’s updates: Michael Kors… Your Questions: Black Creek International distribution
Yield curve concerns… Don’t sell too soon… Ryan Irvine’s updates: Exco Technologies, Athabasca Minerals, Enghouse Systems. New iShares offering on target… Gordon Pape’s updates: Fortis, Canadian Apartment Properties REIT… John Hillery website… Your Questions: Horizons ETF, planning for retirement, unhappy with broker, combining retirement plans… Members’ Corner: New website, Beutel Goodman fund, Tax software
RRIF Portfolio continues strong… Cycling is good for you… Why energy companies are cutting dividends… This month’s Top Picks: Dorel Industries, ConocoPhillips… February updates: Ensco Plc
Growth Portfolio charges ahead… Glenn Rogers picks Atlas Air… Glenn Rogers updates Apple, FireEye, American Airlines, NutriSystem, First Solar… Gordon Pape’s updates: Google, RioCan, TransCanada… Your Questions: Selling gold, RRSP allocations
Bank of Canada Shocks Markets Surprise 25 basis point cut surprises everyone. More cuts expected Last month, Bank of Canada governor Stephen Poloz shocked everyone by cutting its key overnight lending rate by 25 basis points. In a statement, Mr. Poloz cited the potential economic damage caused by falling oil prices as the main reason […]
Another 2008?… Riding the rails… Gavin Graham’s updates: CN Rail, TD Bank, Scotiabank… What to put in an RRSP… Two funds added to Recommended List… Gordon Pape’s updates: Stryker Corp.
REITs shine… February updates: Freehold Royalties, RioCan REIT, iShares 1-5 Year Laddered Corporate Bond ETF, iShares Canadian Universe Bond Index ETF, iShares Canadian Corporate Bond Index ETF… Your Questions: Indexed GICs, Oaken Financial, New wesbite
What’s New… Recommended List Review… Model Portfolio Review
RRSP Portfolio outperforms… Shawn Allen: RRSP or TFSA?… Updates: Saputo, AT&T, Black Creek International Equity Fund, BMG BullionFund, Fidelity Canadian Balanced Fund, Mawer Balanced Fund… Your Questions: Oil ETFs, RRSP contribution for son, new website
January was a downer… Mini-Portfolios reviewed… Venture investing needs fundamental changes… Ryan Irvine picks Espial… Updates: Shaw Communications, J.B. Hunt Transport… Your Questions: Badger Daylighting
Game changer… Shawn Allen on bonds vs. stocks… This month’s Top Pick: AGT Food and Ingredients… January updates: AltaGas, Bank of Nova Scotia
Strong returns from Buy and Hold Portfolio… Glenn Rogers on cyber security… Glenn Rogers updates Citigroup, American Waterworks, Las Vegas Sands… How to play the (eventual) oil recovery
Market Volatility Spooks Investors Many looking for best way to preserve capital while still earn modest returns Recently, I was having a conversation with an advisor friend, and the topic of the current market environment came up. He, like many investors and advisors is very focused on generating modest returns, in a very risk managed […]