ETF Update-November 2023
Archives: Newsletters
A healthcare winner… Deadline looms for FHSA… Shawn Allen updates American Express, RioCan REIT, Costco, Alimentation Couche-Tard, Dollarama… Gordon Pape’s stock updates: CGI Group, Apple Inc…. Gordon Pape’s ETF updates: Harvest Tech Achievers Growth and Income ETF, iShares Core S&P US Total Market ETF… Your Questions: High-interest ETFs… Members’ Corner: Alberta and the CPP
Double threats… Gordon Pape updates Pembina Pipeline, Fortis Inc… Gavin Graham updates Brookfield Corp…. Your Questions: Investing in HISA ETFs
CPP to cost more… Gold shines brightly… Gavin Graham’s precious metals updates… Gordon Pape updates BCE, A&T… Richard Croft updates First Trust Dow Jones Internet Index Fund… Financial Factoids: Mark Zuckerburg… Members’ Corner: Brookfield… Correction
Brookfield confusion… Too hot to handle?… The end is near…maybe… Richard Croft updates Premium Income Corporation, BMO Covered Call Canadian Banks ETF, BMO S&P/TSX Equal Weight Banks Index ETF… Amazon to the rescue… Ryan Irvine’s fall events
Dividend bargains… This month’s Top Pick: Organon & Co… Rough times for Balanced Portfolio… Gavin Graham updates Stella-Jones, Boralex, Corby… Gordon Pape updates Mullen Group
Crypto: big returns, bigger risk… Canadians are pessimistic about economy… Another way to play the weight loss craze… Glenn Rogers updates Verizon, Nike, Barrick Gold, Rock Teck Lithium, Shopify… Gordon Pape updates Tourmaline Oil, CGI Group… Emerge funds to wind up… Your Questions: OAS clawback… Ryan Irvine’s fall events
The Indian imbroglio… Diabetes drugs a game-changer… Adam Mayers updates Corby Spirit and Wine, Scott’s Miracle-Gro… Gordon Pape updates ExxonMobil… Ryan Irvine updates XPEL Inc., Polaris Infrastructure… Financial Factoids: Henry Ford
Covered call bonds… Gordon Pape updates Fortis, North West Company, Emera… Gavin Graham updates Unilever… Your Questions: Transferring funds; Rate resets
ETF Update-October 2023
Non-tech winners… Rolling recession (2)… Bifurcated market offers opportunities… Ryan Irvine updates Viemed Healthcare, Calian Group… Gordon Pape updates Fortis, Pfizer
It’s the cash that counts… The end of rising rates, or just a pause?… Top Pick: Boardwalk REIT… Gavin Graham updates Diageo, Fiera Capital, Richards Packaging Income Fund… Gordon Pape updates NorthWest Healthcare Properties REIT… Your Questions: DXQ taxation
Global Portfolio on track… Are we in a rolling recession?… Discount giants take opposite directions… Gordon Pape updates Enbridge, Home Depot… Shawn Allen updates Canadian Western Bank… Financial Factoids: Bill Gates… Members’ Corner: Price updates
A transport giant… Interpreting price/book value ratios… Shawn Allen updates CN Rail, lululemon Athletic, Aecon Group… The importance of dividends… Financial Factoids: J.P. Morgan… Members’ Corner: Selling Suncor
Enbridge’s big gamble… Gordon Pape update Russel Metals, B&G Foods, Atlantica Sustainable Infrastructure PLC… Your Questions: What to do with losing ETFs
ETF Update-September 2023
Big gain for Growth Portfolio… Out-of-this-world investing… Adam Mayers likes RTX Corp… Adam Mayers update Nvidia, Nutrien… The future of interest rates…. Gordon Pape updates Alphabet, Suncor Energy, ARC Energy, Tourmaline Oil
Rate hikes hit RRIF portfolio… An options alternative to single mortgages… Richard Croft updates iShares Core Canadian Short-Term Bond Index ETF, BMO Short Corporate Bond Index ETF, Manulife Financial… Gordon Pape updates Keyera Corp., Gibson Energy, Pembina Pipeline, Proctor & Gamble
Rate hikes hit banks… Gavin Graham updates Manulife… Tough times for conservative portfolios… Gordon Pape updates Amazon, Apple… Ryan Irvine updates Aritzia… Financial Factoids: Jeff Bezos
The dark side of crypto… Small cap buys… Gordon Pape updates EQB Inc., Stryker Corp… Glenn Rogers updates Johnson & Johnson, Teladoc Health… Ryan Irvine at Money Show
How safe are energy dividends?… Gordon Pape updates BCE, Freehold Royalties, Algonquin Power & Utilities, Macquarie Infrastructure… Members’ Corner: Registered plans
Tough times for telecoms… The long, hot summer… Glenn Rogers updates NextEra Energy, Ross Stores, The TJX Companies… Gordon Pape updates CGI Group… Your Questions: Rail stocks… Pro’s Platform: Yields
ETF Update August 2023
Yield on sale… Low-end chipmakers thrive… Emerge funds still in limbo… Adam Mayers update Medtronic… Gordon Pape’s ETF updates: BMO Clean Energy Index ETF, iShares Global Agricultural Index ETF… Gordon Pape’s stock updates: Alphabet, TC Energy… Financial Factoids: Words of wisdom… Your Questions: Wants less China
The worst place for your money… Buy perpetual preferred shares now… Good news for REITs: rate cycle ending… Gavin Graham updates Allied Properties, Primaris REIT… Gordon Pape updates Firm Capital, Mullen Group, The North West Company, Innergex… Your Questions: What about annuities?
ARK ETF still struggling… The boom/bust paradox… Richard Croft updates Goldman Sachs, Paramount Global… Gordon Pape updates Canadian Utilities, UnitedHealthcare, J.B. Hunt Transport… Financial Factoids: Warren Buffett… Members’ Corner: Babylon Holdings… Your Questions: Sell TC Energy?
Predictions and probabilities… Adjust your fixed income allocations… Shawn Allen updates Ceapro Inc., West Fraser Timber… Gordon Pape updates EQB Inc…. Gavin Graham updates Manulife Financial, Jeffries Financial Group… Financial Factoids: Elon Musk… Members’ Corner: Trading volume… Correction: ARC Resources
NorthWest looks oversold… Gordon Pape updates TransAlta Renewables, Algonquin Power & Utilities, Canoe EIT Income Fund… Gavin Graham updates AltaGas… Your Questions: Variable income securities
ETF Update-July 2023
No recession – yet… ARC looks attractive… Buy humiliation, sell hubris… Gavin Graham updates iShares MSCI UK ETF, Fairfax Financial, iA Financial Group… Gordon Pape updates iShares Core US Aggregate Bond ETF, iShares Edge MSCI Minimum Volatility USA Index ETF (CAD-Hedged), BMO Low Volatility US Equity Hedged to CAD ETF… Your Questions: ETF volume… Housekeeping
Surprise! Stocks that bucked the trend… Big 3 grocers profit amidst slowdown… Adam Mayers updates Nvidia, CAE, Canadian Solar… Gordon Pape’s stock updates: Telus, Richelieu Hardware… Gordon Pape’s ETF updates: CI First Asset Morningstar Canada Value Index ETF, Harvest Tech Achievers Growth and Income ETF, iShares Core S&P US Total Market ETF… Your View: The bulls have it!
Betting on interest rates… Rate resets look attractive… Recession coming – but green demand still growing… This month’s Top Pick: Lundin Mining… Gavin Graham updates Watts Water Systems, Sun Life Financial… Gordon Pape updates Brookfield Renewable Partners
Buy and Hold setback… Inflation cools less than expected… Richard Croft updates Premium Income Corp., First Trust Dow Jones Internet Index Fund, Global X U.S. Infrastructure Development ETF… Gordon Pape’s ETF updates: BMO Low Volatility Canadian Equity ETF, BMO Low Volatility International Equity Hedged to Canadian Dollar ETF, CI First Asset Canadian REIT ETF
ETF Update-June 2023
Don’t laugh at emerging markets… AI could be a game-changer – or not… Glenn Rogers updates Palo Alto Networks, Devon Energy, Airbnb, Cheniere Energy, Roku… Gordon Pape updates Okta Inc., American Water Works, Canadian Utilities
Brookfield LPs recover… Gordon Pape’s stock updates: BMO Group, Exchange Income Corporation… Gordon Pape’s ETF updates: iShares 0-5 Years TIPS Bond Index ETF, CI Health Care Giants Covered Call ETF, BMO Global Consumer Staples Hedged to CAD Index ETF
Even Buffett likes AI… Quality trumps value in the long run… Shawn Allen updates Canadian Tire, Starbucks, Linamar… Big box stores diverge… Gordon Pape’s ETF updates: iShares USD Green Bond ETF, iShares Core S&P/TSX Capped Composite Index ETF
The diversification challenge… Three small-cap winners… Gordon Pape updates Stryker Corp., CAPREIT, Telus, Apple… Gavin Graham updates Winpak… Your Questions: RRSP mortgage
Algonquin eyes a break-up… Hedging your portfolio… Richard Croft updates Power Corporation of Canada, Canadian Imperial Bank of Commerce, BMO Short Corporate Bond Index ETF… This month’s Top Pick: Mullen Group… Gordon Pape’s stock updates: Duke Energy, TC Energy, Enbridge, Pembina Pipeline… Your Questions: CI’s credit rating
Utilities recover… A recession with high oil prices?… Gavin Graham likes Chevron… Gavin Graham updates Cameco, First Quantum Minerals, Canadian Natural Resources, Empire Company… Gordon Pape updates Thermo Fisher Scientific… Your Questions: Buy Topicus?
ETF and Mutual Fund Update-May 2023
TD calls off First Horizon deal… Trucking stocks pull back… Why spin-offs add value for investors… McDonald’s, RBI hit new highs… Gordon Pape updates Norfolk Southern, Pfizer… Your Questions: Royalty trusts
Earning income from gold… Energy stocks continue to pay off… Yours Questions: GIS puzzle
Tech turnaround… Play defence with healthcare… Glenn Rogers updates Teck Resources, Xylem Inc., Consumer Staples Select Sector SPDR ETF, Health Care Select Sector SPDR Fund, Rivian Automative… Gordon Pape updates TC Energy… Your Questions: Return of capital
Balance bounce-back… The end of the rate hike cycle… Gavin Graham updates CK Hutchison Holdings, The Keg, Pason Systems, Savaria Corp., Bank of Nova Scotia… Gordon Pape updates Proctor & Gamble, Coca-Cola… Your Questions: Savings ETFs
Investing in tough times… Earnings in a slow-growth environment… Richard Croft picks Paramount Global… Richard Croft updates e.l.f. Beauty Inc., Goldman Sachs, BMO Covered Call Canadian Banks ETF, BMO S&P/TSX Equal Weight Banks Index ETF… Gordon Pape updates UnitedHealth Group, ExxonMobil… Your Questions: Too much cash flow… Members’ Corner: Shiller p/e
Emerge funds in limbo… Bank risks explained… Shawn Allen updates Stantec, WSP Global, Alimentation Couche-Tard, and Canadian Western Bank… Gordon Pape’s stock updates: Archer-Daniels-Midland, AT&T, ABB Group… Gordon Pape’s ETF updates: iShares Canadian Core Bond Index ETF, iShares Convertible Bond Index ETF… Your Questions: Move to cash?
TNT drops a bomb… Gavin Graham updates five retail REITs… Your Questions: Tax treatment of HHL.U
ETF and Mutual Fund Update-April 2023
Hold the AI!… Where is the market now?… Ryan Irvine updates Hammond Power, Envela Corp., Calian Group… Gordon Pape updates Norfolk Southern… Gavin Graham updates TD Bank