The 5% solution… Gordon Pape updates BMO Equal Weight Utilities Index ETF, The Coca-Cola Company… Gavin Graham updates Boralex… Your Questions: Russel Metals, Algonquin dividends… Pro’s Posts: Strip bond ETFs
Archives: Newsletters
ETF and Mutual Fund Update-Aug 2022
A tale of two funds… The oil dividends are flowing… Glenn Rogers updates Shopify, Rivien, Teledoc Health… Gordon Pape updates BMO Low Volatility Canadian Equity ETF, Walmart, Tourmaline Oil… Your Questions: Invest or reduce debt; Imperial Oil share purchase
Bond angst… We’ll always need power (and much more)… Top Pick: AltaGas… Gordon Pape updates Brookfield Renewable Partners, Brookfield Infrastructure LP… Gavin Graham updates Diageo, Unilever, Fiera Capital, Boralex, Suncor… Members’ Corner: Interest rates
Not everything is down… As investors fret, opportunities emerge… Uneven post-pandemic recovery favours Loblaws… Gordon Pape’s updates: Suncor Energy, American Water Works, Norfolk Southern, iShares Core US Aggregate Bond ETF… Your Questions: Transferring TFSA assets
Shock and awe!… What’s really driving inflation?… Gordon Pape’s updates: Tourmaline Oil, Enbridge, Fortis, UnitedHealth Group… Members’ Corner: Model portfolios
High rates may not be “transitory”… This month’s Top Pick: Exchange Income Corp…. Gordon Pape updates NorthWest Healthcare Properties REIT, Dream Industrial REIT
Tech wreck II… This too shall pass – but it may get worse first… Shawn Allen updates WSP Global, Stantec, Visa… Gordon Pape’s stock updates: Sandstorm Gold Royalties, Thor Industries… Gordon Pape’s ETF updates: ARK Innovation ETF, iShares Global Green Bond ETF, iShares Global Government Bond Index ETF… Your Questions: Retirement drawdowns… Members’ Corner: Pay-out ratios
ETF and Mutual Fund Update-July 2022
Energy sector pays off… The REIT stuff… Graham’s retail REIT updates: Choice Properties, CT, SmartCentres, Plaza Retail… Graham’s commercial/residential REIT updates: Allied Properties, Minto Apartment, Artis… Gordon Pape updates ConocoPhillips… Members’ Corner: Likes VRIF
Ten years of Buy and Hold… Infrastructure offers safety and income… Dividend funds with different outlooks… Gordon Pape updates Suncor Energy, TFI International… Members’ Corner: DRIPs… Correction: BMO dividends
Coping with the bear… Ryan Irvine: Buying opportunities ahead… Here comes the bride. Oops!… Gordon Pape updates Amazon… Whine! Prices going up
Pipelines prosper… This month’s Top Pick: CI Health Care Giants Covered Call ETF… Your Questions: Seeks a retirement fund; Wants an investment course
Pro and cons of DRIPs… Bottom fishing… Richard Croft updates BMO Covered Call Canadian Banks ETF, BMO S&P/TSX Equal Weight Banks Index ETF, Goldman Sachs… Gordon Pape updates Descartes Systems Group, Target… Seniors shocked at high risk rating… Your Questions: DRIP taxation… Members’ Corner: Dividend stocks
ETF and Mutual Fund Update-June 2022
Interest rate woes… Fight a recession with dividends… An uncomfortable opportunity… Glenn Rogers updates Xylem, Boeing, Nike, Sabre, Teck Resources… Gordon Pape updates Telus, BCE… Your Questions: DRIP taxation
Big box stores struggle… Investment valuations and interest rates… Shawn Allen recommends Starbucks… Shawn Allen updates Canadian Tire, Alimentation Couch-Tard, Canadian Western Bank… Gordon Pape updates Home Depot… Your Questions: Tax filings; Claiming tax loss; Successor annuitants
Defensive positions… The correction blues… Richard Croft’s updates: CIBC, Manulife… Gordon Pape’s updates: Algonquin Power & Utilities, Summit Industrial Income REIT, Canoe EIT Income Fund, Valero Energy, Procter & Gamble… Your Questions: LIF dividend
Market bust, energy boom… Gains for fast food giants… REITs with new economy potential… Gordon Pape’s updates: ExxonMobil, Equitable Group, Brookfield Asset Management… Your Questions: Mawer fund; Seeking a safe haven; Pharmaceutical ETFs… Members’ Corner: More on aging
Balancing act… Bond dilemma… Gordon Pape updates North West Company, Coca-Cola… Your Questions: Slate Grocery REIT
Man vs. machine… Rising rates a mixed blessing for banks… Gavin Graham updates Royal Bank, TD Bank, Scotiabank… Gordon Pape updates Pfizer, NFI Group… Members’ Corner: The aging crisis
ETF and Mutual Fund Update-May 2022
The aging crisis… Ryan Irvine updates Polaris Infrastructure, Caledonia Mining, Dynacor Gold, Hammond Power Solutions… Gordon Pape updates Alphabet, CGI Group… Your Questions: Drawing down RRIFs
Storm clouds… A cheap play on global growth… Top Pick: CK Hutchison Holdings Ltd… Gavin Graham’s updates: Bank of Nova Scotia, CN Rail, Pason Systems, The Keg Royalty Income Fund… Gordon Pape’s updates: BMO Low Volatility Canadian Equity ETF… Your Questions: Brookfield partnerships, Short-term bond funds
Battered bargains… Stagflation ahead?… Gordon Pape’s ETF updates… Gordon Pape’s stock updates: UnitedHealth Group, Descartes Systems… Your Questions: Sell bonds?; TFSA management
Coping with volatility… Solving Europe’s energy problems… Glenn Rogers’s updates: BWX Technologies, Carnival Corp., Crown Castle International, Consumer Staples Select Sector SPDR ETF, Health Care Select Sector SPDR Fund, Shopify… Gordon Pape’s updates: BMO Low Volatility International Equity Hedged to Canadian Dollar ETF… Your Questions: DRIP benefits; Tax on banks
Green energy comeback… This month’s Top Pick: Slate Grocery REIT… Gordon Pape updates Brookfield Asset Management… Gavin Graham updates Sun Life Financial… Your Questions: Saving for condo
FHSA’s: unique but flawed… Inflation – what’s in your basket?… Shawn Allen updates Berkshire Hathaway, Toll Brothers, Costco Wholesale… Gordon Pape’s ETF updates… Your Questions: US stocks in TFSA; Spousal RRSP… Members’ Corner: Tech ETFs
ETF and Mutual Fund Update-Apr 2022
Grim outlook for bonds… Mixed messages… Ryan Irvine updates Caledonia Mining, Polaris Infrastructure, Boardwalk REIT, Calian Group… Gordon Pape’s ETF updates… Your Questions: One-time gain; RRSPs… Last call for Keystone webinars
Gain for Balanced Portfolio… Building back better… Top Pick: Watts Water Systems… Gavin Graham’s updates: Intact Financial, Stella Jones, Savaria Corp… Gordon Pape’s updates: Western Union, Russel Metals… Your Questions: Retirement investing… Keystone’s spring webinars
A ten-year milestone… Needs vs. Wants investing… Adam Mayers updates Babylon Holdings, Nivida, Nutrien Corp… Gordon Pape updates CGI Group, Brookfield Asset Management… Your Questions: RRSPs and taxes… KeyStone’s spring webinars
Food crisis… High stakes poker… Richard Croft updates Premium Income Fund Class A… Gordon Pape updates Walmart, Target… Gavin Graham updates Intact Financial… Your Questions: Terrified!; TFSA question… KeyStone’s spring webinars
Gain for High-Yield Portfolio… Gordon Pape updates BMO Group… Gavin Graham updates Fairfax Financial… Your Questions: Real return bond funds
Bullet-proof your portfolio… Gold glitters… Gavin Graham picks Equinox Gold… Gavin Graham updates Fairfax Financial… Setback for Growth Portfolio… Gordon Pape updates NFI Group… Members’ Corner: Why not a woman?
ETF and Mutual Fund Update-Mar 2022
Changing course… LNG demand to spike… Glenn Rogers updates Global X Lithium and Battery Technology ETF, Generac Holdings, Roku, Paramount Global, Telefonica… Gordon Pape updates Suncor, CI First Asset Morningstar Canada Value Index ETF… Your Questions: Investing for son… Members’ Corner: Options calculations
The invasion and your money… RRSPs still a good choice… Shawn Allen updates CN Rail, lululemon, RioCan… Gordon Pape updates Equitable Group… Your Questions: 3M not performing; Real Return Bonds
Small gain for RRIF portfolio… Russia-Ukraine means higher inflation… Gavin Graham’s updates: Canadian Western Bank, Leon’s Furniture, CT REIT, Granite REIT, Richards Packaging Income Fund… New Harvest ETF to yield 8.5%
Secrets of investing success… Gordon Pape updates Pfizer, Gilead Sciences, Stryker Corp., Thermo Fisher Scientific… Glenn Rogers updates Shopify… Ryan Irvine updates Aritzia, Espial Group, Firan Technology, Hammond Power Solutions, Questor Technologies, Meritage Hospitality Group, XPEL
Fund Ranking Report-January 2022
RRSP shake-up… Volatility returns… Richard Croft updates Equal Weight Banks ETF, Dow Jones Internet Index ETF, Global X U.S. Infrastructure Development ETF, Meta Platforms… Gordon Pape updates CGI Group, TFI International… Your Questions: Premium Income
Public Enemy #1… Gordon Pape updates BCE, Brookfield Renewables… Gavin Graham updates Anglo Pacific, Capital Power
ETF and Mutual Fund Update-Feb 2022
It’s been 25 years!… ARK Innovation rout offers opportunity… Adam Mayers updates Emerge ARK Global Disruption Innovative ETF, Microsoft, Nutrien… Ford bets big on EVs… Gordon Pape’s updates: Alphabet, Amazon… Your Questions: Activision Blizzard
More inflation-sensitive ETFs… Glenn Rogers updates Rivian Automotive, Verizon Communications, AeroVironment, Bank of America, Teck Resources… How to invest when there’s nowhere to hide… Gordon Pape updates Suncor, UnitedHealth… Your Questions: Newport Exploration
Don’t like bonds? Here’s another approach… Did father know best?… Richard Croft’s updates: CIBC, Manulife, Power Corp… Top Pick: Medical Properties Trust… Gordon Pape’s updates: TransAlta Renewables, Canadian Utilities, Procter & Gamble, Emera
Seeking an inflation refuge… Have growth stocks peaked?… Gold and inflation… Gavin Graham updates First Quantum Mining, Canadian Natural Resources, GlaxoSmithKline, Winpak… Gordon Pape’s updates: Tourmaline Oil… Your Questions: What about BAMR?
Supply chain woes hit NFI… Ryan Irvine picks Caledonia Mining… Ryan Irvine updates Dynacor, Exco, Enghouse Systems… Gordon Pape updates Sandstorm… Your Questions: Closed end funds, Exchange rate exemption?… Members’ Corner: Buy and hold works
Fund Ranking Report-December 2021