CanTech still strong… The Week… Gold continues to soar… Gavin Graham’s gold updates: Agnico Eagle Mines, Alamos Gold, Equinox Gold, Franco-Nevada, Pan American Silver… Your Questions: US dollar GICs
Archives: Newsletters
BCE disappoints again… Quality stocks with 6%+ yields… Top Pick: LyondellBasell Industries… Adam Mayers updates Corby Spirit and Wine… Your Questions: Brookfield Infrastructure
Trump-proofing your portfolio… The Week… Gordon Pape updates Celestica… Palantir – High growth at a high price… Glenn Rogers updates Cheniere Energy, Devon Energy, Next Era Energy, RTX Corp., C3.AI Inc…. Your Questions: Investing in USD… Correction
ETF Update-February 2025
Why tariffs will fail… The unexpected black swan… The Week… The downside of a tariff bailout… Richard Croft updates Goldman Sachs, BMO S&P/TSX Equal Weight Banks Index ETF, BMO Covered Call Canadian Banks ETF, Premium Income Corporation Class A… Gordon Pape updates Apple… Your Questions: Reviewing bond portfolio; US dollar high interest account; Reader wants one RRIF; Did she get good advice?
Hedged, unhedged, US dollars – an investor’s guide… The elephant in the room… Richard Croft updates Power Corp., CIBC… This month’s Top Pick: AT&T… A good time for pipeline stocks… Gordon Pape updates iShares 0-5 Years TIPS Bond Index ETF, Emera Inc…. Your Questions: Preferred shares
What does he want?… The Week… Where now for the TSX?… Trump and small caps… Ryan Irvine updates Dynacor, XPEL, Envela… Your Questions: Sell long bonds?
Energy stocks hang tough… The Week… Nvidia, Microsoft are AI powerhouses… Adam Mayers updates CAE, Sun Life Financial… Gordon Pape updates Pfizer, EQB Inc, UnitedHealth Group Inc…. Gavin Graham updates National Grid…. Financial Factoids: Satoshi Nakamoto
The Trump defence… Hydro One is a portfolio anchor… A good year for dividends
A rudderless ship… The Week… Telecoms continue to struggle… Is this the year for Europe?… Gavin Graham updates GSK, Novartis, Reckitt Benckiser… Your Questions: Where to invest money from cottage
ETF Update-January 2025
The wild card… The Week… A final look back… Shawn Allen looks back and ahead… Shawn Allen updates Enbridge, lululemon, RioCan REIT, CN Rail… Glenn Rogers updates five ETFs… Your Questions: Taking profits, Bond ETFs
Top income stocks of 2024… An eventful year for Canadian banks… Gavin Graham updates Scotiabank, National Bank, Definity Financial Group, Guardian Group, Capital Power… Gordon Pape updates Gibson Energy, Keyera, Pembina Pipeline… Correction… Price increase…Your Questions: Adding more fixed income, XSTP return
What if it’s no joke?… The Week… Tariff wars and your money… Adam Mayers updates Disney… Buy and Hold posts big gain… Holiday binge watching guide… Members’ Corner: Tariffs and China… Price increase
ETF Update-December 2024
The envelope please… The Week… Animal spirits… Richard Croft updates five ETFs… Gordon Pape updates UnitedHealth Group… Taming Texas… Ryan Irvine updates Firan Technology… Price increase
Disney back on track… Top Pick: The Walt Disney Co…. Adam Mayers’s updates… Gavin Graham updates AltaGas, Boralex… Your Questions: Atlantica sale… Price increase
Trump’s tariffs… Trump and your money… The Week… Drilling for dollars… Gavin Graham updates Canadian Natural Resources, Cameco, First Quantum… Ryan Irvine updates VersaBank… Price increase
Balanced Portfolio gains on rate cuts… Wall Street feels the Trump effect… Gavin Graham picks Finning International… Gavin Graham updates Canadian Natural Resources, Suncor Energy, Peyto Exploration and Development… Long US Treasury bonds may be timely… Shawn Allen’s bond recommendations
Opposite directions… The Week… Discount brands drive grocery sales… Adam Mayers updates Scotts Miracle-Gro… Is Trump good for small caps?… Ryan Irvine updates Aritzia, BioRem… Your Questions: Buying T-bills
CanTech stocks continue to shine… The Week… Where now for stocks?… History working against S&P… Shawn Allen updates Stantec, Berkshire Hathaway, Starbucks… Gordon Pape updates CGI Group… History offers key to success… Your Questions: Trump’s tariffs
Utilities trend higher, but…… Singles beat homers… This month’s Top Pick: Metro Inc…. Gordon Pape updates Enbridge… Your Questions: Preferred shares
Landslide!… What AI has to say… Richard Croft updates five ETFs… The Week… BCE changes direction… Pipeline companies hit 52-week highs… Glenn Rogers updates Bank of America, Next Era Energy
ETF Update-November 2024
Pfizer struggles to recover… The Week… Musk, Tesla, and the US election… Glenn Rogers updates Global X Lithium and Battery Technology ETF, Roku, VanEyk Agribusiness EFT, iShares Global Tech ETF… Gordon Pape updates Alphabet, Amazon… New KeyStone webinars
Threats to global trade… The Week… Gordon Pape updates Tourmaline Oil, ARC Energy… Falling rates drive bank performance… Gavin Graham updates RBC, Scotiabank, Manulife, iA Financial… Masters of Finance: Howard Hughes… Your Questions: Element Fleet Management… New KeyStone seminars
High Yield Portfolio gains 20%… The Bull is alive!… Gavin Graham updates Unilever, Diageo, Corby Spirit and Wine, Brookfield Corp.
The TD Bank fiasco… The Week… Why own bonds?… Worst-case scenario… Gordon Pape updates UnitedHealth Group… EV investors wait for better days… Adam Mayers updates infrastructure ETFs… Ryan Irvine updates BioRem
A REIT that captures AI growth… Top Pick: Digital Realty Trust… Adam Mayers updates TC Energy… Gavin Graham updates C.K. Hutchinson… Your Questions: Searching for safety and yield… Member’s Corner: Automotive Properties REIT
ETF Update-October 2024
Tech hits a wall… The Week… The flip side of a two-tier market… Review your portfolio and risk tolerance… Shawn Allen updates American Express, Toll Brothers, Visa… Your Questions: Flee BCE, Enbridge?
Global Portfolio riding high… The Week… Diversify out of China… Glenn Rogers updates Moderna, GE Healthcare Technologies, Ford, e.l.f. Beauty… Dividend stocks rise as rates fall… Ryan Irvine updates Dynacor, Enghouse Systems
Uneven recovery… Rate reversal rallies REITs… Top Pick: Killam Apartment REIT… Gavin Graham’s REIT updates: Allied Properties, Artis, Automotive Properties, Granite, Minto Apartment… Your Questions: Retirement asset allocation, Northwest Healthcare Properties
From trickle to flood… The new winners and losers… The Week… Fast food giants battle weakening economy… Adam Mayers updates Novo Nordisk, Corby Spirit and Wine… Gordon Pape updates BCE, Rogers Communications, Telus… Financial Factoids: The Witch of Wall Street
Utilities rebound as rates fall… Gordon Pape updates Algonquin Power and Utilities… Gavin Graham updates Sun Life Financial, Savaria Corp…. Your Questions: Royal Bank preferred
ETF Update-September 2024
Golden days… Gavin Graham recommends Alamos Gold… The Week… Gavin Graham updates Agnico Eagle Mines, Franco-Nevada, Pan American Silver, Equinox Gold… Another gain for RRSP Portfolio
Discount retailers thrive… The Week… What really happened on Aug. 5?… Richard Croft updates BMO Covered Call Canadian Banks ETF, BMO S&P/TSX Equal Weight Banks Index ETF, Global X U.S. Infrastructure Development ETF, iShares MSCI Emerging Markets ETF, iShares S&P 500 Growth ETF, iShares S&P 500 Value ETF… Webinar reminder
Big gain for RRIF portfolio… Falling rates buoy utilities, REITs, and pipelines… Top Pick: Northland Power Inc…. Gavin Graham updates National Bank, Bank of Nova Scotia… Perpetual preferreds revisited… Shawn Allen updates perpetual preferreds of Canadian Utilities, Fortis, Royal Bank, Great-West Life, Power Financial, Intact Financial, Emera
Another gain for Growth Portfolio… The Week… Canadian healthcare offers opportunities… Adam Mayers updates Eli Lilly, Nutrien… Gordon Pape updates BCE, iShares Edge MSCI Minimum Volatility USA Index ETF (CAD-Hedged), CGI Group… Financial Factoids: V. Prem Watsa… Ryan Irvine’s new webinars
Pipelines moving higher… The Week… Invest where you spend… Shawn Allen updates Linamar, Canadian Tire, Aecon Group, WSP Global, Starbucks… Glenn Rogers updates Jacobs Solutions, Xylem… Ryan Irvine’s new webinars
Signs of life in bond markets… Cash flow from weight loss drugs…Top Pick: Evolve Global Healthcare Enhanced Yield Fund… Gordon Pape updates North West Company
The starting point… The Week… Glenn Rogers goes to Vegas… Glenn Rogers updates Cheniere Energy, Crown Castle International, Devon Energy… Gordon Pape updates J.B. Hunt Transport, TFI International
ETF Update-August 2024
A port in a storm… The Week… High risk, high potential… Ryan Irvine updates VersaBank, Exco Technologies… Gavin Graham updates Cameco, Intact Financial, Jeffries Financial
Rate resets revisited… Shawn Allen’s preferred share updates… A tale of two gold funds… The risk/reward dilemma… Richard Croft updates Power Corp., CIBC, Manulife… Gordon Pape updates Enbridge, Fortis
The rate decision… The Week… Gordon Pape updates Archer-Daniels-Midland, AT&T… Consumer stocks give inflation protection… Gavin Graham recommends Reckitt Benckiser… Gavin Graham updates Novartis, Glaxo Smith Kline… Your Questions: Cyber security
Gold on a roll… The Week… A tale of two halves?… Shawn Allen updates Costco, Alimentation Couche-Tard, Dollarama… CanTech stocks beat average… Gordon Pape’s ETF updates… Financial Factoids: Rupert Murdoch
Immigration boosts stock returns… This month’s Top Pick: InterRent REIT… Gordon Pape updates Russel Metals, iShares 0-5 Years TIPS Bond Index ETF, Harvest Brand Leaders Plus Income ETF
ETF Update-July 2024