Canadian Equities Lead the Way… Funds You Asked For: Dynamic Advantage Bond Fund, CI Signature Select Canadian Fund, Trimark U.S. Companies Fund, Brandes Global Small Cap Fund, CI Global Health Sciences Corporate Class, AGF Canadian Asset Allocation Fund, Dynamic Global Real Estate Fund, Fidelity Global Real Estate Fund, First Asset REIT Income Fund, Sentry REIT Fund… May’s Top Funds: CI Cambridge Canadian Equity Class, Invesco International Growth, TD Canadian Small Cap Equity Fund, Mackenzie Cundill Canadian Security Fund.
Archives: Newsletters
ETF price war heats up… Shale gas reshapes transportation sector… Tom Slee recommends J.B. Hunt… Tom Slee updates CN Rail, Norfolk Southern, Finning International, Stella Jones, Alimentation Couche-Tard… Zombie bonds… Gordon Pape’s ETF updates: iShares 1-5 Year Laddered Corporate Bond Index Fund, iShares Canadian Universe Bond Index ETF, iShares BRIC Index Fund, iShares MSCI Frontier 100 ETF, iShares Japan Fundamental Index Fund, iShares S&P 500 Index ETF (CAD-Hedged), iShares S&P/TSX Canadian Dividend Aristocrats Index Fund… Your Questions: TFSA profits… Housekeeping
Managing risk… May updates: Pure Industrial REIT, Inter Pipeline, Norbord Inc., Brookfield Infrastructure LP
A dose of reality… Managing a portfolio in uncertain times… Ryan Irvine updates Parex Resources, Athabasca Minerals, Caldwell Partners… More updates: BCE, Genworth MI Canada, TransCanada Corp., Costco, American Express… Your Questions: Early registered plan withdrawals… Housekeeping
What’s New… Recommended List Review… Canadian Investors Optimistic about 2014… On Solid Ground?.. Portfolio Strategy – How Many Funds is Enough… Readers’ Questions
Energy rebounds… Assessing energy funds… Glenn Rogers goes green… Glenn Rogers updates Yum Brands, Weyerhaeuser, Terex, Facebook… The pension dilemma… Gordon Pape’s updates: Wells Fargo, Constellation Software… Members’ Corner: DRIP plans
Tim Hortons issue undermines bond lobby… April’s Top Pick: B&G Foods… Gavin Graham’s Updates: Allied Properties REIT, Broadwalk REIT, Canadian REIT, Dundee International REIT, Intact Financial, Cargojet… More April Updates: TransCanada Corp., TAL International Group, Just Energy Group, National Bank
Defense wins!… Time to spring clean our U.S. Stocks… Tom Slee updates Peabody Energy, Norfolk Southern, JPMorgan Chase, Michael Kors Holdings, Simon Property Group, UnitedHealth Group… Gordon Pape’s updates: W.W. Grainger, MetLife… Your Questions: Withholding tax… Members’ Corner: Mutual funds, Heartbleed
Betting on demographics… April updates: Peel Region Municipal Debentures, Baytex Energy… Your Questions: RRIF portfolio, Confused about CBO… Members’ Corner: Tax-filing problems… RRSP Book
3-D printing – exciting but dangerous… Is the five-year bull market nearing an end?… Gavin Graham updates Honda, Loews, Leucadia… Another approach to RESPs… Gordon Pape’s updates: Constellation Software… Your Questions: Same fund, why the difference?… Members’ Corner: No mutual funds, please… The Heartbleed bug
Socially Responsible Investing… iShares Slashes MERs on Nine Core ETFs… Portfolio Strategy – When to Sell… Sprott Enhanced Equity – An Interesting Core Choice… Canadian Dollar Expected to Remain Near Current Levels… AGF AlphaSector Class – U.S. Equities by the Numbers… The Best Resource Funds
TFSA portfolio on target… LNG exports offer opportunity… Ryan Irvine updates High Arctic Energy, Leader Energy… Gordon Pape’s Updates: Google Inc., Mackenzie Sentinel Income B Fund, Steadyhand Income Fund, Steadyhand Founders Fund… Your Questions: Floating rate ETF… Members’ Corner: PHN codes… Housekeeping
Value for money… Pipe or perish… Tom Slee picks Altagas… Tom Slee updates Bombardier, Manulife Financial, Intact Financial, Chicago Bridge and Iron… More on PFICs… Gordon Pape’s updates: Saputo Inc., L Brands, Southern Company… Your Questions: U.S. withholding tax, sell or buy, old stock certificates
Balanced portfolio beats target… Convertible debentures and market risk… Gavin Graham’s Updates: Bank of Nova Scotia, Sun Life Financial, Power Financial, Genworth MIC, Davis + Henderson, AG Growth International… Tom Slee’s Updates: Chemtrade Logistics Income Fund 5.75% Convertible Unsecured Subordinated Debentures, H&R REIT 5.9% Convertible Debentures
Quebec and the markets… Miserable winter made this company happy… Glenn Rogers updates American Airlines, Market Vectors Russia ETFs, Market Vectors Rare Earths/Strategic Metals ETFs… Gordon Pape updates Franklin Bissett Canadian Equity Fund, Leith Wheeler Canadian Equity Fund, Mawer Tax-Effective Balanced Fund, Mawer U.S. Equity Fund, PH&N Short Term Bond and Mortgage Fund, PH&N Total Return Bond Fund… A warning for U.S. citizens… Members’ corner
Russia, Ukraine, and political crises… Gavin Graham’s updates: iShares MSCI Emerging Markets ETF, Home Capital Group, Linamar Corp… Building an RESP… More updates: Equitable Group, Black Creek International Equity Fund, BMG BullionFund, Fidelity Canadian Balanced Fund, Mawer Balanced Fund
What’s New… ETF Recommended List Review… Couch Potato Portfolio posts modest gains… Investing with Purpose… Portfolio Strategy – Rebalancing… Readers Questions
It’s the bumps that count… March updates: First Capital Realty, Johnson & Johnson, Information Services Corp, Morneau Shepell, Freehold Royalties
Why I bought Google… Conservative portfolio update… With current valuations, selectivity is the key… Ryan Irvine updates McCoy Corp., Monument Mining, Glentel, Parex Resouces… Gordon Pape’s updates: Gibson Energy, Trinidad Drilling, Shaw Communications… Your Questions: Capital losses… Members’ Corner: Tax software
February – not so blah! Banks set for another good year… Growth Portfolio soars… Tom Slee updates TD Bank, Scotiabank, National Bank, Kinder Morgan, Caterpillar… More updates: Target Corp., iShares MSCI Frontier 100 ETF, Coastal Contacts… Your Questions: Precise costs please… Members’ Corner: Tax software
RRIF rebound… Third World money capping our interest rates… February’s Top Pick: Enbridge Inc… February Updates: Enerplus Corp, RioCan REIT, Keyera Corp., Bombardier 6.25% Series 4 Preferreds, Diageo plc, Unilever, Canadian National Railway
A U.S. dollar mini-portfolio… Glenn Rogers: The travelling man… Glenn Rogers updates Las Vegas Sands, Starbucks… More updates: WSP Global, Michael Kors, Brookfield Asset Management, TransCanada Corp., Andrew Peller… Your Questions: GIC investing, investing in TFSAs… Members’ Corner: RBC money funds
Mini-portfolio outdoes GICs… Gavin Graham: Emerging markets in Perspective… Gavin Graham updates Anglo Pacific, Franco-Nevada… Shawn Allen likes American Express… Gordon Pape’s updates: Telus, Cenovus Energy… Your Questions: RRSP withdrawals, tax return
Bonds to the rescue… February updates: Firm Capital, Brookfield Renewable Energy Partners, Brookfield Infrastructure LP, Baytex Energy… New RRSP book
Mutual Fund Recommended List Review… Model Portfolio Review… Portfolio Theory – Benchmarking Performance
RRSP Portfolio beats target… Ryan Irvine takes a page from Buffett… Ryan Irvine updates Parex Resources, Mart Resources, Athabasca Minerals, Sangoma Technologies… Frontier markets holding up well… Gordon Pape’s updates: Suncor Energy, BCE… Your Questions: Preferreds in a pullback… Members’ Corner: RBC money funds
Better times ahead? Construction industry surprisingly bullish… Tom Slee picks Aecon Group… Understanding book value… Tom Slee’s updates: TransForce, ShawCor… Gordon Pape’s updates: Fortis, Wells Fargo, Walmart, AT&T… EFMI newsletter
Searching for greenbacks… Interest rates likely to inch up in 2014… Time to buy interest-sensitive stocks?… January’s Top Pick: Capital Power Corporation… January Updates: FLY Leasing, TAL International, Canexus Corp., Bank of Nova Scotia 5.6% Series 17 Preferreds, Canadian General Investments 4.65% Class A Series 2 Preferreds… Your Questions: Convertible debentures and interest rates
The loonie’s freefall… Glenn Rogers kicks some tires… Glenn Rogers updates Yelp, Flowserve, Plum Creek Timber, Whirlpool, eBay… Buy and Hold Portfolio updated… Gordon Pape’s updates: Saputo Inc… Members’ Corner: Free course
The coming correction… All that glitters… Beam gets a bid… Updates: Gibson Energy, Enghouse Systems, CGI Group, TransCanada Corp… Your Questions: U.S. withholding tax, hedging silver ETFs… EFMI newsletter set to launch
An income strategy for 2014… January updates: Rogers 5.75% convertible debentures, iShares 1-5 Years Laddered Corporate Bond Index Fund, iShares DEX All Corporate Bond Index Fund, iShares DEX Short Term Bond Index Fund, iShares DEX Universe Bond Index Fund, iShares S&P/TSX Capped REIT Index Fund, RioCan REIT, H&R REIT… Emerging and Frontier Markets newsletter
The best of 2013… Funds you asked for… January’s Top Funds…
The year ahead… Five simple strategies for any market… Ryan Irvine updates Exco Technologies… Gordon Pape updates four iShares ETFs… New RRSP book launched – excerpt… Emerging and Frontier Markets newsletter
The one fund to own for 2014… Revisiting 2013’s Predictions… My top picks for 2014… The Best & Worst of 2013… Portfolio Theory – Defining Asset Allocation… Reader Questions
How did we do? The top story of 2013… Two international stocks for 2014… Stocks: How much gas left in the tank? Tom Slee’s top picks for 2014… Your Questions: Claiming the pension credit… Newsletter coming soon
The best of 2013…REITs losing their lustre…December’s Top Pick: Tim Horton’s…December Updates: Brookfield Renewable Energy Partners, Morneau Shepell, Calloway REIT, Crombie REIT, Cineplex Galaxy, Corus Entertainment…Your Questions: What about ZPR?, Convertibles as bonds
Time to kick the habit… More stocks for 2014… Glenn Rogers gets Sirius… Glenn Rogers updates Generac, McDonalds, Cisco Systems, Las Vegas Sands… Ryan Irvine reviews past picks… Members’ Corner: Confused about American Airlines merger
Stocks for the coming year… Falling loonie not all bad… A year when optimism triumphed… Gordon Pape?s updates: Metro Inc., BCE Inc…. Correction re BMO fund… 2014 prices… Christmas shopping
The impact of tapering… Tax alert… December Updates: RBC Canadian Equity Fund, Inter Pipeline, Brookfield Infrastructure LP, Cambridge High Income Fund… 2014 prices
Nasdaq joins the party… Profits from a new middle class… Gavin Graham updates Mead Johnson Nutrition, Leucadia National, Capstone Infrastructure… Irwin Michel’s updates: Genworth MI Canada, Canam Group… Gordon Pape’s updates: Silver Wheaton, CGI Group… Members’ Corner: Apple vs. Google
Profits in Saskatchewan… Global interest rate pressures… November’s Top Pick: Premium Brands Holding Convertible Unsecured Subordinated Debentures… Gavin Graham’s Updates: Diageo plc, Johnson & Johnson, Sherritt, Liquor Stores, The Keg Royalties Income Fund… November Updates: Manitoba Telecom Services, CI Signature High Income Fund, Franklin Bissett Canadian High Income Fund, Templeton Global Balanced Fund
A correction – but when?… Airline merger offers opportunity… Glenn Rogers updates Boeing, General Electric… Filtering out the rubbish… Ryan Irvine updates High Arctic, WiLAN… A security to watch… New book…
A cautionary tale… Shawn Allen likes Toll Brothers… Think pipelines!… Tom Slee’s updates: CN Rail, Bombardier, Industrial Alliance, Stantec… CRA says bitcoins taxable… Gordon Pape’s updates: AT&T… New book
Back to Baytex… November Updates: iShares Dividend Aristocrats Fund, Peel Region 6.65% debentures, North West Company, Norbord Inc… Your Questions: Tax implications of Dundee REIT
What’s next?… The key developments of 2013… Sun, wind, water, and gas… Gavin Graham updates Home Capital Group, Copa Holdings… Gordon Pape’s updates: Cenovus Energy, Limited Brands, W.W. Grainger
High yield portfolio does well…The Fed’s credibility is in tatters… October’s Top Pick: Ensco plc… October Updates: Dundee International REIT, Canadian Pacific Railway Notes, iShares Diversified Monthly Income Fund, City of Hamilton 4.95% Debentures… Your Questions: Confused about rates
A momentous week… Glenn Rogers focuses on Obamacare… Glenn Rogers updates Coastal Contacts, Baidu, Westport Innovations… Gordon Pape’s updates: Southern Company, Coach Inc., Suncor Energy, Blue Ribbon Income Fund, iShares BRIC Fund, iShares Japan Fundamental Index Fund… Your Questions: Objects to tax rate… Member’s Corner: GIC alternative, World Money Show reminder