ETF and Mutual Fund Update-Feb 2022
Archives: Newsletters
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
Dos and don’ts for 2022… Gordon Pape updates Brookfield Renewables… Your Questions: Dealing with an inheritance, BMO ETFs
A year to forget… Safely investing in the Metaverse… Adam Mayers updates CAE and Disney… OSC investigates banks as fund sales rise… Gordon Pape’s updates Okta Inc… Gavin Graham updates iShares MSCI UK ETF… Your Questions: Investing from abroad
ETF and Mutual Fund Update-Jan 2022
Past and future… Two stocks to watch in 2022… A stellar 2021 but what’s next?… Shawn Allen updates Toll Brothers, American Express, Metro Inc… Glenn Rogers updates Rock Tech Lithium… Gordon Pape’s ETF updates
Seven resolutions for 2022… Omicron and your money… REITs as an inflation hedge… Gordon Pape’s updates: Pembina Pipeline, Atlantica Sustainable Infrastructure, Principal Financial Group, B&G Foods… Gavin Graham’s updates: iShares MSCI UK ETF, iShares S&P Global Water Index ETF, Corby Spirit and Wines, Fiera Capital, Calian Group… Price increase: final reminder… Happy Holidays
Fund Ranking Report-November 2021
It was a very strange year… Omicron: Variant of concern?… Richard Croft updates Pinterest, Goldman Sachs, First Trust Dow Jones Internet Index Fund, iShares China Large Cap ETF… An EV maker to challenge Tesla… Glenn Rogers updates DocuSign, Palo Alto Networks, Teledoc Health, Nike… Price increase – last warning
An early Christmas present… This month’s Top Pick: Western Union… Your Questions: Firm Capital, Brookfield LPs… A holiday special… Beat the price increase
ETF and Mutual Fund Update-Dec 2021
Hold keeps rolling… A telehealth IPO with strong partners… Adam Mayers updates iShares U.S. Medical Devices ETF, Medtronic Inc… Shawn Allen updates Aecon Group… Ryan Irvine updates Trulieve Cannabis Corp., Quipt Home Medical Corp…. Holiday Special – Beat the price increase
Inflation not going away… A cyclical stock with downside protection… Beating the high US dollar exchange fees… Shawn Allen updates Visa, BHP Group… Ryan Irvine updates Dynacor… Beat the price increase
REIT ETFs show mixed returns… Diversified REITs make a comeback… Top Pick: Artis REIT… Richard Croft’s Update: Power Corp. of Canada… Gordon Pape’s Updates: BMO Low Volatility Canadian Equity ETF, CI U.S. & Canada Lifeco Income ETF… Gavin Graham’s Updates: Diageo, Unilver, Stella-Jones, Pizza Pizza Royalty Corp., The Keg Royalties Income Fund
Fund Ranking Report-October 2021
Coping with inflation… Where’s the market going?… The future of augmented reality… Richard Croft updates Premium Income Corp. Class A, BMO Covered Call Banks… Gordon Pape updates Equitable Group, BCE, Telus… Gavin Graham updates InterRent REIT, Novartis, National Grid… Your Questions: Can’t buy mutual funds
Dividend ban lifted… This month’s Top Pick: Russel Metals… Gordon Pape’s updates: iShares Core Balanced ETF Portfolio, Horizons Enhanced Income Gold Producers ETF, CI First Asset Gold+ Giants Covered Call ETF, BCE
Buybacks nearing new record… Is nuclear the answer?… Gavin Graham recommends Cameco… Gavin Graham’s updates: Jefferies Financial Group, Loews Inc… Gordon Pape’s updates: Alphabet, Pfizer… Pros’ Platform: More on covered call tech ETFs… Last webinar for 2021
ETF and Mutual Fund Update-Nov 2021
Investing for the environment… Gordon Pape updates Suncor, Shaw Communications… Ryan Irvine updates Sylogist, Trulieve Cannabis, Quipt Home Medical Corp., Dynacor Gold Mines… Your Questions: When to sell; Return of capital… Members’ Corner: Taxing CDRs… Ryan Irvine’s fall webinars
Where to find dividend growth
The purpose of income portfolios is income… Top Pick: Freehold Royalties Ltd… Richard Croft’s Update: Power Corp. of Canada… Gordon Pape’s Updates: Procter & Gamble Co., Fortis Inc… Gavin Graham’s Updates: Fairfax Financial Holdings Ltd., Savaria Corp., Boralex Inc…. Ryan Irvine’s Fall Webinars: How to Position your Stock Portfolio for 2022 and Beyond
Global Portfolio posts another gain… There’s an EV in your future… Restaurants bounce back… Gordon Pape updates CGI Group… Your Questions: CDRs… Pro’s Platform… Ryan Irvine’s fall webinars
Cyber defence… Trading stocks on major news… Shawn Allen’s updates: Canadian Western Bank, Costco Wholesale, CN Rail, Alcanna Inc., West Fraser Timber… Gordon Pape updates Fortis… Your Questions: Opinion on ZWT
Fund Ranking Report-September 2021
Balanced Portfolio continues to gain… This month’s Top Pick: Gibson Energy… Your Questions: Canadian General Investments
ETF and Mutual Fund Update-Oct 2021
September was a loser – as usual… Taxing times for Canadian banks… Gavin Graham updates Royal Bank, TD, and Scotiabank… The Agnico-Kirkland deal… Gordon Pape updates Gilead Sciences, Badger Infrastructure Solutions, Descartes Systems… Your Questions: TFSA quandary
High Yield Portfolio posts gain… REITs for income and value… Top Pick: Automotive Properties REIT… Gordon Pape’s Updates: Harvest Healthcare Income Leaders ETF, Horizons Active Cdn Dividend ETF, BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF, Brompton Flaherty & Crumrine Investment Grade Preferred ETF… Gavin Graham’s Updates: Suncor Energy
We still need gas… Delta woes… Fear of making (a) mistake… Gavin Graham updates Pan American Silver… Ryan Irvine updates Viemed Healthcare
Inflation’s up. Why not gold?… Gavin Graham’s gold updates: Agnico Eagle, Barrick Gold, Franco-Nevada… Know why you own a stock… Ryan Irvine recommends Boardwalk REIT… Ryan Irvine updates Dynacor, Polaris Infrastructure… A personal note
Not all bond ETFs are losers… Gavin Graham updates Johnson & Johnson, Intact Financial, Cineplex… Correction: Slate REIT
Fund Ranking Report-August 2021
The wall of worry… Your bank is not your buddy… Strong fundamentals improve solar’s outlook… Adam Mayers recommends a solar ETF… Adam Mayers updates Canadian Solar, Nutrien, Nvdia… Kevin Foley: Beating rising rates… Gordon Pape updates UnitedHealth Group… Your Questions: ETF managers
ETF and Mutual Fund Update-Sept 2021
ARK flops but Growth Portfolio gains… Robots threaten jobs? Then own the robots!… Shawn Allen updates Linamar, WSP Global, Stantec… Gordon Pape updates Amazon.com… Richard Croft updates BMO S&P/TSX Equal Weight Banks Index ETF, BMO Covered Call Canadian Banks ETF… Gavin Graham updates Johnson & Johnson, Intact Financial… Your Questions: GreenPower Motor Co.
RRIF Portfolio doing well… REIT Roundup… Gavin Graham’s REIT updates: Choice, Crombie, SmartCentres, Plaza, Slate, Allied, Minto… Gordon Pape’s update: Pembina Pipeline… Your questions: US investing
Pandemic winners and losers… Are stocks overvalued?… Using options to dollar-cost average… Richard Croft updates Global X U.S. Infrastructure Development ETF, Pershing Square Tontine Holdings, Facebook… Gordon Pape updates Walmart… Justin Anis: Boring is beautiful… Your Questions: Next wave
Small gain for RRSP portfolio… Emerging markets offer great opportunities… Adam Mayers picks EMQQ… Adam Mayers updates Microsoft, Telus… Gordon Pape updates Alphabet… Gavin Graham updates Manulife, Canadian Natural Resources… Glenn Rogers updates Shopify
Fund Ranking Report-July 2021
Bank ETFs… This month’s Top Pick: RBNK… Gordon Pape updates Pembina Pipeline, Harvest Brand Leaders Plus Income ETF, CI First Asset Tech Giants Covered Call ETF… Your Questions: Firm Capital… Members’ Corner: Reaching for yield
Pipeline woes… Packing a punch… Gavin Graham recommends Winpak… Gavin Graham updates Empire Corp., GlaxoSmithKline… Glenn Rogers updates Teck Resources
ETF and Mutual Fund Update-Aug 2021
Small company, big profit… In praise of dividends… This month’s Top Picks: Manulife, Power Corp…. Richard Croft’s updates: CIBC… Gavin Graham’s updates: Brookfield Asset Management, Capital Power, Leon’s Furniture… Gordon Pape’s updates: The Northwest Company, Coca-Cola, Fortis
Three ETF outperformers… Keeping the lights on… Glenn Rogers updates DocuSign, Boeing, eBay… The RV market looks strong… What to do in a Sideways Market… Gordon Pape updates NFI Group
Inflation accelerates… Takeover bids and top performers… Ryan Irvine updates Quipt Home Medical Corp., Exco Technologies… Gordon Pape updates Richelieu Hardware… Your Questions: Investing for one year… Members’ Corner: French version; EARK costs