Stocks Investing

Although 2018 has been a roller-coaster for stock markets globally, their allure has continued to be an addiction for Canadians. This has been particularly true when compared to other assets like cash, property, and bonds. While it is true that those other assets have a great appeal during the economicContinue Reading

investment returns come from

When markets are good, advisers and portfolio managers get too much credit for investment returns. Clients are happy that their nest egg is growing and attribute their good fortune to their provider. Conversely, when markets are bad, investment professionals take the heat. Whether it’s fair or not, it happens aContinue Reading

Stocks Investing

Management fees, part of the expense ratio of funds, have always been considered one of the primarily nuisances for investors when deciding between a fund and individual stocks.  Don’t confuse management fees with commissions fees when buying into funds.  They are two different animals.  These days ETFs are free whenContinue Reading

growth and income investing

There can be a number of reasons for an investor to sell a stock. To determine when you should sell a stock, investors should review what the original goal was of buying each individual stock. Here are some illustrative examples. Is it a speculative play? I bought Katanga Mining Ltd.Continue Reading

Stock Market Uncertainty

It’s been nearly a decade since I started speaking to fund managers on a regular basis. While each conversation is about something different—a sector to invest in, a stock to explore, an economic issue to pay attention to—one comment has come up time and time again: “Markets hate uncertainty.” It’sContinue Reading

Grow your TFSA

f you’re relatively new to investing stocks, you’re probably still exploring the many different strategies out there. No matter which strategies you choose, there are two ways to make money: getting income or selling for a gain. New investors tend to be mesmerized by the ups and downs of stockContinue Reading