Five Ways Companies Turn Investors Off

Five Ways Companies Turn Investors OffIt is pretty hard to pick a good stock: You need to find competent management, a good business, a competitive advantage, a good balance sheet, a low valuation, a good growth profile and solid cash flow, among dozens and dozens of other subjective and quantitative factors. What’s more, even when you find a good company, you need other investors to like it and push the price up, or you still…

Read More >>

Finally! Alternative Investments For the Rest of Us

Finally!  Alternative Investments For the Rest of UsThere’s no doubt some Canadian investors are cynical about the rise in popularity of alternative investments over the past few years. And really, who can blame them? Hedge-fund strategies and non-traditional asset classes such as private equity and infrastructure are repeatedly touted for their significant diversification benefits and returns that are uncorrelated to stocks and bonds, but they also usually come with big price tags and, more often than not,…

Read More >>

Why Investors Can Still Find Bargain Stocks in Canada, U.S.

Why Investors Can Still Find Bargain Stocks in Canada, U.S.The number of warnings about overvalued markets seems to be quickly ratcheting upward and no wonder. Stocks in the U.S. closed their best August since 2000, with the S&P 500 up 3.77% for the month. And with a 1.92% return for the TSX during that time, the rally has left equity valuations on both sides of the border sitting at multi-year highs. The S&P 500 currently has a price-earnings ratio…

Read More >>

Tougher Standards for Financial Advisors Still Out of Reach

Tougher Standards for Financial Advisors Still Out of ReachAfter years of consultations about raising standards for financial advisors many industry watchers are beginning to doubt it will ever happen. “They’ve been at this for a long time, so you sort of wonder about the ability to get to a simple result — whether there’s a will to bite the bullet,” says Ed Waitzer, a partner at Toronto law firm Stikeman Elliott LLP. Mr. Waitzer, a former chairman of…

Read More >>

6 Rules for Novice Investors

6 Rules for Novice InvestorsI recently began volunteering with an organization called Girls Inc., one of whose valuable programs that teaches teen girls the basics of investing and money management. By the end of the program, the girls will be competently managing a full-blown investment portfolio. Sadly, that’s something that most adults are unable to do. Most novice investors who come to me for advice have usually been burned badly by trying to trade…

Read More >>

Investors Have Little Trust in Financial Services

Investors Have Little Trust in Financial ServicesThe recent global financial crisis did more than ravage investment portfolios, wipe out employment and force people out of their homes. It also obliterated trust in the financial services industry by the people who use it most – investors. A new international study says a mere 53 per cent of investors in the United States, United Kingdom, Hong Kong, Canada and Australia have faith in investment firms. What’s more, the…

Read More >>

Markets messing with your mind? The Most Common Investor Head Fakes

Markets messing with your mind? The Most Common Investor Head FakesWe like to think of ourselves as rational beings, but when it comes to investing our own money we can all get a little loopy. In a recent poll by BMO, two-thirds of respondents admitted they are not in total control of their emotions when making investment decisions, and most have invested on impulse. With so many non-professional investors participating in the markets a growing field of study called behavioral…

Read More >>