5 Reasons to Love Stocks No Matter What the Market is Doing

5 Reasons to Love Stocks No Matter What the Market is DoingI was reading a new investment book this week, Market Masters, by Robin Speziale. (Well, I sort of had to read it, since there was a chapter on me in it!) The book is a collection of interviews with successful investors, and makes for a very good read. At the end, Speziale speculates on what actually makes a good investor. One of his conclusions: good investors simply love the investment…

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Top 5 things you need to worry about financially

Top 5 things you need to worry about financiallyThe financial situation of 2008-09 was the kind of disaster that instilled in a lot of people serious jitters, whether they were lifelong investors or simply beginners. Many still have deep fears of the market crashing. But there are far more concrete things to worry about financially. Inflation “There are a number of people I meet who are 50 and 60 that think that what they need to be most…

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The Trouble with Investing Fees — Are Commission- or Fee-Based Accounts Better?

The Trouble with Investing Fees -- Are Commission- or Fee-Based Accounts Better?If you have a full-service investment account at a Canadian brokerage, your advisor has probably approached you in recent months to discuss the option of signing up for what is called a “fee-based account.” This means that you would be charged an annual fee of somewhere between 1-1.5% of the assets under advisement (AUA) at the brokerage, rather than paying commissions on individual buy and sell transactions. I am often…

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The Investing Case for Canada

The Investing Case for CanadaCanada has always had to play second fiddle to our neighbours to the south. The Great White North just never seems to get the respect it deserves, whether it’s the frequent lag in products arriving on our soil, the border, tax and currency concerns among athletes and entertainers, and, of course, the weather. From an investing standpoint, it’s true that Canada was the place to be during the commodity supercycle…

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The Invisible Correction

The Invisible CorrectionFrom Black Monday, Oct. 19, 1987, to the September 2008 crash caused by U.S. financials’ exposure to toxic subprime loans and credit default swaps, it’s no wonder that, when autumn nears, so do investors’ fears of stock-market routs. During the 2008 collapse, which was the last major market crash aside from the flash crash of 2010, U.S. equities lost 21% of their value in a week and continued to crater until…

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The Way Millionaires View Money Is Different From Everyone Else

The Way Millionaires View Money Is Different From Everyone ElseDoesn’t it seem like the rich keep getting richer while the middle class is stuck in the same old spot? Economic inequality is a hot topic right now, and many people go as far as accusing the wealthy of having some sort of unfair advantage. Those are easy accusations to make, and they resonate well with some people. But the truth is, there are no unfair advantages. Everyone has the…

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Ready for Takeoff? Check Your Investment Again

Ready for Takeoff? Check Your Investment AgainDue diligence in investments, which involves both quantitative and qualitative work, is similar to security checks in air travel in the sense that how much work is done, and the attention with which it is executed can make the difference between getting on something well-conceived and well-run and something potentially harmful. Of course, there are investments that are both liquid and highly regulated that are less likely to require in-depth…

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5 Things to do Before Selling a Winning Stock

5 Things to do Before Selling a Winning StockAutoCanada Inc. was the subject of 5i Research Inc.’s first research report after we launched our company in January 2012. It was given a B+ rating and its share price was $6.30. Now it’s at about $70 per share making it that rare 10-bagger — that is, a stock that has increased tenfold. We’re not gloating, but it is, of course, great to pick such an investment winner. Many investors,…

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Canadian Investors Keeping Cash Within Our Borders

Canadian Investors Keeping Cash Within Our BordersBlame it on Olympic fever. It seems nothing is immune to the wave of Canadian pride sweeping the nation, not even how we choose to invest our money. A new poll from CIBC Asset Management found the majority of Canadians, though primarily interested in long-term growth, remain reluctant to stray too far from home when it comes to investing our retirement portfolios. Indeed, 68 per cent of Canadians surveyed said…

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