Inflation hits the markets… The future of FAANG+… Airbnb is a Buy… Glenn Rogers updates 4 ETFs… Two winners from Glenn Rogers… Ryan Irvine’s summer webinars
Archives: Newsletters
Fund Ranking Report-May 2021
Return to normality… Gavin Graham updates Scotiabank, Canadian Western Bank… Gordon Pape updates BMO Covered Call Dow Jones ETF… Correction: Pizza Pizza
ETF and Mutual Fund Update-June 2021
The threats to the market… Investor mistakes come with the territory… Shawn Allen reviews lululemon… Shawn Allen updates CN Rail, Stantec, Ceapro Inc…. Gordon Pape updates Equitable Group, Suncor, TC Energy… What’s with the CRA?
Telecom shake-up… Profiting from the microchip shortage… Adam Mayers recommends Nvidia… As pandemic eases, Medtech rebounds… Gordon Pape updates Amazon, Pfizer… Your Questions: Investing tax refund… Members’ Corner: Robo-advisors
Green energy hits bear market… There’s value in streaming… This month’s Top Pick: Anglo Pacific Group… Gavin Graham’s updates: AirBoss of America, Boralex, Corby Spirits and Wines, Fiera Capital, Pizza Pizza Royalty Corp…. Gordon Pape’s ETF updates: Horizons HEP, CI First Asset CGXF, Vanguard VBU, Horizons HALRoyalty Corp…. Members’ Corner: Foreign dividends
Is inflation a market threat?… Richard Croft’s updates: Goldman Sachs, Pershing Square Tontine Holdings… Price does not equal value… Ryan Irvine’s updates: Calian Group, Dynacor Gold Mines, Trulieve Cannabis Corp…. Gordon Pape updates Canadian Utilities, BCE… Your Questions: Resource funds
Fund Ranking Report-April 2021
Limiting risk… Top Pick: Canadian Utilities… Gordon Pape updates BCE, Pembina Pipeline, Enbridge… Members’ Corner: Thanks to Paul Bamford
Sell in May?… Upward bias – bumpy ride… Richard Croft updates Premium Income Corporation Class A Shares, Pinterest… Gordon Pape updates TFI International… Glenn Rogers updates Sabre Corp… Your Questions: TFSA withdrawal… Members’ Corner: Pensions
ETF and Mutual Fund Update-May 2021
Investing in infrastructure… What’s in your tax future?… Shawn Allen updates CN Rail, Alcanna Inc., Toll Brothers… The A’s have it… Your Questions: Investing an inheritance… Members’ Corner: Microsoft
Balanced Portfolio gains ground… A fixed-income proxy for conservative investors… Gordon Pape’s updates: Procter & Gamble, CI U.S. & Canada Lifeco Income ETF, BMO Emerging Markets Bond Hedged to CAD Index ETF, Harvest Healthcare Leaders Income ETF… Your Questions: Tax-efficient retirement; Tax advantages of REITs; Closed-end funds
Targeting outperformers… Agriculture/gardening stocks post gains… Specialty REITs performing well… Inflation Creeping Back… Gordon Pape’s updates: AT&T, CGI Group, BMO Low Volatility Canadian Equity ETF… Your Questions: Transferring TFSAs; Mutual fund or stock?
Profits in water, Unmasking an investment opportunity, Glenn Rogers updates Crown Castle International, Electronic Arts, Vail Resorts, Sabre Corp., Gordon Pape updates UnitedHealth, Gilead Sciences, Stryker Corp.
Fund Ranking Report-March 2021
Where now for the bull?… Big moves for the markets… Gavin Graham updates Barrick Gold, Agnico Eagle Mines, Franco-Nevada, Pan American Silver… Gordon Pape updates Badger Daylighting, Sandstorm Gold Royalties, BMO India Equity Index ETF… Ryan Irvine’s seminars – last call
Brookfield ups the ante… Gordon Pape updates Algonquin Power & Utilities, Principal Financial Group, B&G Foods…. Digital tax credit… Your Questions: The future of bond funds… Members’ Corner: Climate change… Ryan Irvine’s spring webinars
ETF and Mutual Fund Update-Apr 2021
First-quarter takeaways… The markets: Expensive or cheap?… Ryan Irvine updates Sylogist, Protech Home Medical, Enghouse Systems… Gordon Pape updates Tourmaline Oil… Glenn Rogers updates ViacomCBS, Carnival Corp…. Digital tax credit… Your Questions: Taking profits… Ryan Irvine’s webinars
The pandemic – one year later… Things that might go bump in the night… Shawn Allen updates Canadian Western Bank, Berkshire Hathaway, Costco… Gordon Pape updates Archer-Daniels-Midland… Richard Croft updates three ETFs… Your Questions: EARK ETF… Correction… Ryan Irvine’s spring webinars
In this issue: Big gain for High-Yield Portfolio Minimum rate reset prefs still a good deal Top Pick: Enbridge minimum rate reset preferred Series 19 Gordon Pape’s ETF updates: iShares Core Balanced (XBAL), Brompton, Flaherty & Crumrine Preferred (BPRF), CI First Asset Gold+ (CGXF), iShares Global REIT (REET), Global X SuperDividend REIT (SRET), iShares Edge […]
Investing in a changing world… Adam Mayers recommends a disruptive ETF… Adam Mayers’s updates: Canadian Solar, Horizons US Marijuana Index ETF
Global Portfolio gains 20%… Gordon Pape updates Shaw Communications… Gavin Graham updates Canadian Natural Resources, National Grid Transco… Glenn Rogers updates Bank of America, BWX Technologies… Members’ Corner: Bitcoin
Finding value… Riding the Bitcoin tsunami… Richard Croft updates iShares Gold Bullion ETF… A Canadian lithium play… Glenn Rogers updates Chegg, Roku… Members’ Corner: TD Waterhouse
Rising rates hit utilities… Gordon Pape updates TC Energy, BMO Group, Pembina Pipeline, TransAlta Renewables… Your Questions: Calculating yield; Too much in one fund?; Bond market crash
Fund Ranking Report-February 2021
Has the tech bubble burst?… A copper-bottomed certainty?… Gavin Graham recommends First Quantum Minerals… Gavin Graham updates Canadian Natural Resources, iA Financial, Fairfax Financial… Gordon Pape updates Target, Descartes Systems… Your Questions: What’s with gold?… Member’s Corner: TD Waterhouse
ETF and Mutual Fund Update-Mar 2021
Markets rattled by bond yields… Ryan Irvine picks Calian… Ryan Irvine updates Dynacor, Sylogist… Gordon Pape updates Walmart, Enbridge… Your Questions: Commodities… Members’ Corner: Problems with TD Waterhouse
In this issue: RRIF portfolio bounces back Investing through bubbles, booms, and busts This month’s Top Pick: CT REIT Gavin Graham’s updates: Diageo, Unilever, Calian Group, Fairfax Financial Gordon Pape’s updates: iShares U.S. Treasury Bond ETF Next update edition: March 11 Printable PDF RRIF PORTFOLIO BOUNCES BACK By Gordon Pape, Editor and Publisher A RRIF […]
Growth Portfolio continues rise… A SPAC primer… Richard Croft’s SPAC recommendations… Richard Croft updates four ETFs… Gordon Pape updates TFI International, BCE, TC Energy… Your Questions: Green ETF
RRSP Portfolio posts big gain… Building a winning RRSP… New opportunities in telemedicine… Adam Mayers updates Microsoft, McDonald’s… Shawn Allen on CRH takeover
Top Funds January 2021
Brookfield twins pay off… Dividend hikes… Gordon Pape updates BCE… Your Questions: Withdrawing RRIF assets; Solving a mystery; Taxing bond ETFs; Wife’s RRSP
What’s expensive?… RRSP tips (1)… The State of the Markets… Shawn Allen recommends West Fraser Timber… Shawn Allen updates Visa, CRH Medical Corp…. Gordon Pape updates AT&T… Your Questions: Investing in IPOs
ETF and Mutual Fund Update-Feb 2021
The Reddit mob… Four ETFs for confused investors… Vaccine progress… Glenn Rogers updates iShares MSCI Europe Financials ETF, Wedbush ETFMG Video Gaming Tech ETF, Teck Resources, Waste Connections, Palo Alto Networks… Gordon Pape updates TFI International
Firm Capital defies pessimists… This month’s Top Pick: Procter & Gamble… Seeds of division… Richard Croft’s covered call recommendations… Richard Croft’s updates: CIBC… Gordon Pape’s updates: Dream Industrial REIT… Paul Bamford’s updates: Granite REIT, Morguard REIT… Your Questions: Transferring funds to an RRSP
Pipeline politics… Britain after Brexit – what next?… Gavin Graham recommends National Grid Transco… Gavin Graham updates InterRent REIT, Jeffries Financial, Loews… Gordon Pape’s updates: Shaw Communications, UnitedHealth Group… Your Questions: RRIF planning; Profits from gaming
An historic week… The road to recovery… Ryan Irvine updates two winners… More Ryan Irvine updates: Sylogist, Polaris Infrastructure… Gordon Pape updates Walmart, Target… Your Questions: Take profits?… Gavin Graham, Ryan Irvine on MoneyShow
In this issue: Industrial REITs are hot Brookfield to the rescue Gordon Pape updates Morneau Shepell, B&G Foods, Enbridge Your Questions: Loss on GOVT Next regular issue: January 28 Download the PDF INDUSTRIAL REITS ARE HOT By Gordon Pape, Editor and Publisher There are some fundamental changes taking place in the REIT industry and savvy […]
Georgia surprise lifts markets… 2021: The year of investing cautiously… Georgia vote boosts cannabis stocks… Gordon Pape updates Pfizer, Enbridge, Richelieu Hardware… Glenn Rogers updates AeroVironmental, China Mobile, Alibaba Group… Richard Croft updates Facebook… Your Questions: TFSA contribution; Son plans to invest
ETF and Mutual Fund Update-Jan 2021
Farewell 2020. You won’t be missed… What lies ahead?… The lessons of 2020… Shawn Allen updates American Express, Canadian Tire, Linamar… Richard Croft updates Goldman Sachs, BMO Covered Call Canadian Banks ETF… Glenn Rogers updates DocuSign, Teledoc… Your Questions: What about PAWZ?
Printable PDF
Overlooked high-yielders… Supporting structures… Top Pick: Stella-Jones… Gavin Graham’s updates: Pason Systems, Richards Packaging Income Fund… Gordon Pape’s updates: BMO Financial Group, Horizons Active Cdn Divided ETF, CI First Asset Canadian Buyback Index ETF, Canoe EIT Income Fund, BMO… Covered Call Dow Jones Industrial Average Hedged to CAD ETF… Your Questions: BEP split… Last chance to beat the price increase
The year that was… Our pandemic stock picks… The world of 2021… Richard Croft recommends PIC.A… Glenn Rogers looks to the future… Glenn Rogers updates Vail Resorts, Nike… Price increase reminder… Last issue of 2020
Printable PDF
Standing pat pays off… Blockchain is more than Bitcoin… Adam Mayers’s Blockchain updates… Gordon Pape updates Fortis, Equitable Group, Telus… Your Questions: ETF with U.S. exposure; Investing in Stripe Inc…. Price increase reminder