Irrational markets… Irwin Michael: Recovery signs emerging… Irwin Michael updates Cogeco Inc., Cogeco Cable, Equitable Group… An American likes Canada… Dividend dilemma… Gordon Pape’s updates: BCE, Tim Hortons, Fortis, Citadel Diversified Income Trust… Your Questions: Why not a stop-loss?, IWB target prices, RRSP withdrawal strategy
Archives: Newsletters
The wild card loonie … Tom Slee: The banks look strong … Tom Slee picks BMO… Tom Slee updates TD Bank, Enbridge, Potash Corp…. Warren MacKenzie on income portfolios… Suncor-Petrocan options… Members’ Corner: Overdue first step, questions sell advice
A first step… Tim Hortons tackles the Big Apple… Glenn Rogers likes Walgreens… Glenn Rogers updates STEC, Fluor Corp., Valero Energy, Knightsbridge Tankers, Euroseas, Eagle Bulk Shipping… Gordon Pape’s updates: Shaw Communications, CIBC… Recommended List deletions… Your Questions: Target prices, saving for retirement, depression coming?… Let’s talk about ETFs
Good news? Yawn!… New pick: Crescent Point Energy… Tom Slee: Outlook grim for lifecos… Tom Slee updates Sun Life, Manulife, Manulife Notes, BMO Notes, Industrial Alliance, Thomson Reuters, Potash Corp. … Gordon Pape’s updates: Brookfield Asset Management, Viterra Inc…. Your Questions: O’Shaughnessy funds, wants to change portfolio… MLPs and RRSPs
First-half scorecard… Irwin Michael: It comes down to stock-picking… Irwin Michael updates American National Insurance, Playmates Holdings, Playmates Toys, Polaris Minerals… Beware the HST hit… Gordon Pape’s updates: Lundin Mining, Angiotech Pharmaceuticals, Mackenzie Sentinel Income Fund B… Your Questions: After-hours trading, Horizon BetaPro ETFs
What now?… Tom Slee: Are stocks cheap or dear?… Tom Slee updates Bombardier, Stantec, Kansas City Southern, CN Rail… Gordon Pape’s updates: Shaw Communications, Telus Corp…. Your questions: Choosing Dynamic units, U.S. dividends, return of capital, delisted stock, bond ETFs… Members’ Corner: More on MLPs and royalty trusts
TFSA confusion… New pick: Dynamic Value Balanced Fund… Glenn Rogers: Time to go generic… Buy Perrigo, Dr. Reddy’s Laboratories… Glenn Rogers’ updates: Terex, CEMEX, Veolia… Gordon Pape’s ETF updates: 6 iShares funds… Gordon Pape’s mutual fund updates: Sprott Canadian Equity Fund, Altamira Cash Performer, Dynamic American Value… Your Questions: Investing for newlyweds, LLC rules… Members’ Corner: Master limited partnerships
Time compression… Tom Slee: A long-term investment strategy… Buy Shoppers Drug Mart… Tom Slee’s updates: Canadian Tire, Philip Morris International… Tax alert: U.S. MLPs… Gordon Pape’s updates: Suncor, Viterra, Claymore Oil Sands ETF, Bronco Energy, TransCanada Corp…. Your Questions: XBB, Petro-Canada… Members’ Corner: Covered call writing
Currency dilemma… Irwin Michael on the market surge… Irwin Michael updates Danier Leather, Equitable Group, Onex Corp…. A covered call option strategy… IWB Defensive Portfolio reviewed… Your Questions: GrowthWorks takeover, wrap accounts… Members’ Corner: Disagrees on Stronach, GM bankruptcy
Invisible recession… Big dreams… May: Another winner… Wrap accounts: The real story… Gordon Pape’s updates: Brookfield Asset Management, Ensign Energy Services… Your Questions: Bond bubble, TFSA query, currency woes
Is the end in sight?… Glenn Rogers says get back into GE… Glenn Rogers updates STEC, Amazon, Monsanto… Stocks to own now: TransCanada Corp…. Updates: Kinross, Viterra, Potash Corp., Harbour Fund… Your Questions: Bond bubble?
Bull or bear?… Are banks a buy?… Tom Slee: Accounting upheaval ahead… Tom Slee’s updates: CN Rail, Burlington Northern, PepsiCo, Gildan Activewear… Stocks to own now: Canadian Utilities… Gordon Pape’s updates: Yellow Pages, Cameco… Members’ Corner: A real life success story
The impact of swine flu… Good news or bad?… Stocks to own now: Enbridge Inc…. DBRS move causes concern… Irwin Michael sees a new bull market… New picks: Cogeco Inc. and Cogeco Cable… Irwin Michael updates Morguard Corp…. MoneyLetter update: Gilead Sciences… Other updates: Fortis, RioCan REIT
Safety is more expensive … John Lawrence Reynolds on the Smith Manoeuvre… Stocks to own now: Fortis Inc…. Energy updates: EnCana, UTS, Suncor… RRIF confusion … Your Questions: Kindles in Canada… Members’ Corner: Deposit insurance
Finally, bond clarity – maybe… Glenn Rogers likes two tech stocks… Tom Slee: Tax planning for 2009… Sprott and agriculture… Gordon Pape’s updates: Chou Associates Fund, Fidelity Canadian Balanced Fund… Your Questions: High returns with no risk, what’s an IPS?… Members’ Corner: Different opinions… Twitter updates
Degrees of bearishness… Bear bites… How to cut your taxes: tips from an expert… Tom Slee likes Thomson Reuters… Gordon Pape’s updates: Shaw Communications… Your Questions: TFSA accounts… Members’ Corner: Tax software, RRIF repayments… Follow Gordon on Twitter
Premature accumulation… Still time to claim this tax break… Comparing tax software… Irwin Michael thinks we’ve turned a corner… Irwin Michael updates Canam Group, E-L Financial, Fortress Paper, Onex Corp…. Gordon Pape’s updates: Penn West, BCE… Your Questions: Inflation hedges, real return bonds… Members’ Corner: Bank preferreds
Hope abounds!… Tom Slee: Preferreds a better bet than bonds… Tom Slee updates three preferreds plus SNC-Lavalin … Warren MacKenzie: Should you do it yourself?… Gordon Pape’s Updates: ArcelorMittal, Highpine, Canadian Utilities, Penn West… Your Questions: Buying gold, flow-through shares, bank ETF
Inflation creation… What Americans are asking about Canada… Glenn Rogers on bear market rallies… Glenn Rogers updates iShares China 25, ProShares Ultra Financial, ONEOK Inc., Cisco Systems… Your Questions: Bank dividends… Members’ Corner: Gold
Dissecting Duguay… Tom Slee: Lifeco earnings hammered… Tom Slee updates Industrial Alliance, Sun Life, Manulife, TD Bank, Rogers… John Lawrence Reynolds on the case for gold… Your Questions: General Electric… Members’ Corner: Reynolds book
Two views on energy trusts… Irwin Michael: Nova takeover may be just the beginning… Irwin Michael’s updates: John B. Sanfilippo, Lakeview REIT, S&K Famous Brands… Book excerpt: Bubbles, Bankers & Bailouts… Update on EnCana… Your Questions: Understanding dividends, defensive portfolio, TFSAs and mortgages… Members’ Corner: Bad to worse
Bad to worse… Tom Slee: Two industries looking better… Tom Slee updates Enbridge, Potash Corp., Gildan Activewear… IWB Defensive Portfolio… Gordon Pape’s updates: Kinross Gold, Cameco Corp…. MoneyLetter update: Johnson & Johnson… Your Questions: UTS offer, investment losses, interest rates, iShares … New Special Report
Not everyone is cutting dividends… Updates on BCE, Shaw, TransCanada… Glenn Rogers sees profits across the Pacific… Glenn Rogers updates Churchill, New Flyer, RIM… Yellow Pages releases results… Members’ Corner: IncomePlus, Yellow Pages, leveraged ETFs… New Special Report
Paul Musson takes over Ivy funds… Two Ivy funds to consider… Manulife IncomePlus: Convenience at a cost… RRSP questions… Updates: Yellow Pages, Fortis… Your Questions: Home renovation tax credit, mortgage or RRSP?… Seminar reminder… Bookstore additions
The budget: missed opportunities… Irwin Michael: Weston deal a positive sign… Irwin Michael updates Danier, Onex… TFSAs vs. RRSPs (3)… The January Effect… Understanding TFSAs: Questions from Canadians… Gordon Pape’s updates: Highpine Oil & Gas, Suncor Energy… Your Questions: Bond funds, preferred shares
Tough times, tough decisions… Having an RRSP is essential… Tom Slee recommends two corporate bonds … TFSAs vs. RRSPs (2)… TFSA swaps… Funds for RRSPs… Your Questions: Bond funds… Members’ Corner: The budget, TFSAs vs. RRSPs… TFSA seminar… Canada a.m.
More budget ideas… Glenn Rogers likes junk bonds and shippers… Glenn Rogers updates L-3, Broadcom… TFSAs vs. RRSPs (1)… Free TFSA seminar… Energy updates: Claymore ETF, Suncor, Bronco… Members’ Corner: The federal budget… Your Questions: Investing strategies
A budget wish-list… Tom Slee foresees a better year ahead… Buy Emera Inc…. Tom Slee updates CFS and CFS.PR.A… TFSAs: A capital gains strategy… Your Questions: More predictions please… MoneyLetter relationship ends… Findependence Day… Wine trip of a lifetime… House Cleaning
The plan for ’09… The 2008 scorecard… Predictions past… Predictions future… Irwin Michael: Signs of stability… Irwin Michael updates Canam Group, Polaris Minerals, George Weston… TFSAs: Great idea, terrible timing… TFSA book off the press
The forgotten campaign issue…Yola Edwards sees profits ahead…Yola Edwards updates Cameco (CCO, CCJ)…All that Jazz…Irwin Michael updates Dominion Homes (DHOM)…Your Questions: Sprott Fund MER, Citadel rights…Your Comments: Investing in gold…Retirement book now in stores…Top 50 Funds report published…Italian wine tour
A record week for Toronto…Gold is really hot…New stock pick: Goldcorp (G)…Tom Slee finds bargains in expensive U.S. market…Tom Slee recommends UnitedHealth Group (UHN)…Tom Slee updates Manitoba Telecom (MBT), Enbridge (ENB), Shoppers Drug (SC), Dofasco (DFS)…Gordon Pape’s updates: Rocky Mountain Chocolate Factory (RMCF), Kinder Morgan (KMI)…Members? Corner: Gold and the greenback
The outlook for 2006…Irwin Michael feels good about the New Year…Irwin Michael updates E-L Financial (ELF), S&K Famous Brands (SKFB), Handleman (HDL), Danier Leather (DL.SV)…Mutual fund updates…Other updates: HudBay Minerals (HBM), Canadian Utilities (CU.NV), Fortis (FTS)…Your Questions: Target prices
Last IWB for 2005…A look back…The Goodale “leak”…Irwin Michael finds a new value stock…Tom Slee sees an increased risk of tainted research…Tom Slee revisits the insurance companies…Yola Edwards says Christmas will be merry…Gordon Pape Updates Swiss Water (SWS.UN), Peyto (PEY.UN), ARC (AET.UN), Sprott Gold and Precious Minerals Fund…Your Questions: How much is enough?…Members’ Corner: Dividend gross-up, income trusts, Merck mess…Quizmas time
Income trusts: Fairness must prevail…Tom Slee on the trusts and corporate accountability…Tom Slee updates Manitoba Tel (MBT), BCE Inc. (BCE), Citigroup (C), General Electric (GE)…CPPIB criticized…Updates: Yellow Pages Income Fund (YLO.UN), Peyto Energy Trust (PEY.UN)…Members? Corner: More on portfolio software and income trusts
Ottawa hits the panic button…Irwin Michael sees better times ahead…Irwin Michael updates American National Insurance (ANAT), Dominion Homes (DHOM), General Motors (GM), Teck Cominco (TEK.SV.B)…Other updates: CI Financial (CIX), Brascan (BAM.LV.A, BAM), Time Warner (TWX)…Your Questions: Technical analysis…How accurate are Finance?s numbers?…Members? Corner: Portfolio software, trust debate continues
Ghosts (and the Feds) haunt the markets…Leave the trusts alone…Yola Edwards scans the market horizons…Yola Edwards recommends Imperial Oil (IMO)…The CPPIB caves ? sort of…Updates: GGOF Monthly High Income Fund, ARC Energy Trust (AET.UN)…Your Questions: Fund company cheques…Members? Corner: Portfolio software, income trusts
Rebottling the trust genie…Tom Slee says to stick to your plan…Tom Slee updates Alcan common (AL), Alcan preferreds (AL.PR.E), Home Depot (HD), McDonald?s (MCD)…Other updates: iUnits GOC5 (XGV), Barrick Gold (ABX)…Members? Corner: The future of oil, income trusts, Investors Group
The new reality…Tom Slee: Banks offer good yields but little else…Tom Slee recommends Great-West Life (GWO)…Tom Slee updates Manulife (MFC). Sun Life (SLF)…Discount brokers ? your comments (3)…Updates: Rocky Mountain Chocolate Factory (RMCF)…Members? Corner: More on income trusts
The income trusts muddle ? a few positives…Irwin Michael likes the music business…Irwin Michael updates Shermag (SMG)…Updates: Fortis (FTS), Yellow Pages (YLO.UN), Royal LePage (RSF.UN), RioCan (REI.UN), Citadel Diversified Investment Trust (CTD.UN)…New fund from Phillips, Hager & North…Discount brokers ? your comments (2)…Your Questions ? Canadian Tire shares, U.S. investing…Members? Corner: Income trusts
Mr. Goodale is worried…Glenn Rogers on the rebuilding of New Orleans…Glenn Rogers updates his Homeland Security picks…Yola Edwards likes uranium…Yola Edwards updates QLT Inc. (QLT, QLTI), Student Transportation (STB.UN), Berkshire Hathaway (BRK.B)…Your views on discount brokers…Updates: CI Financial (CIX), Brascan (BNN.LV.A, BNN)…Your Questions: KMP and KMI…Members? Corner: RRIF comment too scarI
Ottawa searches for a lost horse…One possible solution: level the playing field…Tom Slee: Still upside potential in stocks, despite Katrina…Tom Slee updates Manitoba Telecom (MBT), Canadian Tire (CTR.NV), Enbridge (ENB)…Update on CI Financial (CIX)…Your Questions: Oil prices and Aeroplan, Petro-Canada stock split…Members? Corner: Looking for a discount broker
The heartbreak of Katrina…Katrina?s implications for investors…Irwin Michael ? oil is the big story…Irwin Michael recommends Canam Group (CAN.SV.A)…Irwin Michael updates ShopKo (SKO), American National Insurance (ANAT), Morguard (MRC), Royal Host REIT (RYL.UN)…Updates: Petro-Canada (PCA, PCZ), Peyto (PEY.UN), Microsoft (MSFT)…Your Questions: CanWel Fund (CWX.UN)
Oil prices will rise?and fall…Tom Slee says to board the trains…Tom Slee updates CP Railway (CP), CN Rail (CNR, CNI), Home Depot (HD), Bombardier Preferreds (BBB.PR.C)…The Bay?s new reward ? read the fine print!…Income trust scorecard…Updates: Canadian Utilities (CU), Loblaw (L), RioCan (REI.UN)…Your Questions: TimberWest (TWF.UN)…Members? Corner: Avian flu
The Doomsday scenario…Glenn Rogers: How to invest in homeland security…Glenn Rogers recommends L-3 Communications (LLL), Cogent Systems (COGT), SRA International (SRX), Armor Holdings (AH)…Updates: Rocky Mountain Chocolate Factory (RMCF), Time Warner (TWX), ARC Energy Trust (AET.UN), Peyto Energy Trust (PEY.UN)…Two new energy-related picks: Fortis (FTS) and Kinder Morgan (KMI)…Update requests…Your Questions: Private health care, when to sell trusts…Members? Corner: Correction on CO2
A bad idea resurfaces…CPP doing just fine…Yola Edwards picks two retail stocks…Yola Edwards updates HudBay (HBM) and QLT (QLT, QLTI)…Two new energy-related picks: Fortis (FTS) and Kinder Morgan (KMI)…Updates: Yellow Pages (YLO.UN), Falconbridge (FAL.LV, FAL)…Your Questions: Investing in Mexico and Australia…Members? Corner: CIBC mess, selling losers
Waiting for the other shoe(s)…Update on Royal Bank (RY)…Tom Slee: No such thing as unrealized losses…Tom Slee updates Johnson & Johnson (JNJ), McDonald?s (MCD), Citigroup (C), Shoppers Drug Mart (SC), CN Rail (CNR, CNI)…A Bridge Too Far? The Jazz income trust. …Updates: CI Financial (CIX), Brascan (BNN.LV.A, BNN)…Members? Corner: Greenspan article, seniors and yield
A check on extravagance…Irwin Michael likes market momentum…Irwin Michael updates Clearlink (CNK), ShopKo (SKO), Dominion Homes (DHOM)…Other updates: Petro-Canada (PCA, PCZ), Nokia (NOK), Loblaw (L)…Asset Allocation III ? style and risk…Members? Corner ? your views on asset allocation
Franklin Templeton?s extravaganza…Brookfield?s stymied O&Y bid: an exercise in corporate democracy…Tom Slee updates Sun Life (SLF), Manulife (MFC), General Electric (GE)…A new kind of income trust…Asset Allocation II…Updates: CI Financial (CIX)
Honeymoon over ? rates to rise…Yola Edwards likes the transportation sector…Yola Edwards recommends TransForce Income Fund (TIF.UN)…CP Rail looks good…Understanding asset allocation (1)…Updates: Royal Bank (RY), Royal LePage Franchise Services Fund (RSF.UN), Intel (INTC)…Your Questions: Hedging oil prices…Members? Corner: No Greenspan here, thanks.
Outrage in London…Canada needs an Alan Greenspan…Tom Slee: AIG investigation could tarnish the insurance sector…Tom Slee updates BCE Inc. (BCE), Alcan (AL), MBNA (KRB), Sun Life (SLF)…CI?s bold bid…More protection for investors…Oil surges on: updates on ARC Energy (AET.UN), Frontline (FRO), Equitable Resources (EQT), Eni (E)