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  Look out for value traps
SHIRLEY WON  

Wednesday, November 29, 2017

Bargain stocks arising from yearend tax-loss selling can be tempting, but investors need to watch out for value traps.A stock can appear cheap because it trades at a low multiple of earnings, book value or cash flow. But a beaten-down share price can continue declining or stagnate. It might never recover.
FULL STORY


Zero-fee ETFs can come with strings attached
SHIRLEY WON  

Tuesday, November 14, 2017

Exchange-traded funds have exploded in popularity, spurred by lower fees that improve returns.But these funds, which trade like stocks, can be an even better bargain if investors don't have to pay commissions to buy and sell.
FULL STORY


Six ETFs that feature mighty small-cap stocks
SHIRLEY WON  

Tuesday, November 14, 2017

Smaller-company stocks offer better growth potential than their larger-cap cousins, but they often come with additional risk and volatility.Exchange-traded funds (ETFs), which track an index of stocks, however, can give exposure to this sector without the wild swings from owning individual names.
FULL STORY


Facebook under fire
SHANE DINGMAN  

Saturday, November 04, 2017

It turns out there is something on which even Republicans and Democrats can agree: Facebook Inc. needs to grow up.At 13 years old, the world's largest social network - with 2.07 billion monthly active users, a stock market value of $522-billion (U.S.) and revenues that are fast approaching $1-billion per week - is a very rich, powerful, secretive teenager. Suddenly, it finds itself being called to account for how it is using that power, and for how it often fails to stop those who want to use its platform for evil, and perhaps illegal, purposes.
FULL STORY


Six ways to play a recovering energy sector
SHIRLEY WON  

Wednesday, November 01, 2017

A mid a rally in crude oil prices and signs of global economic growth, investors might be tempted to bet on a recovering energy sector.Because the price of crude has been volatile in its climb to around $54 (U.S.) a barrel recently in New York from less than $30 early last year, it may be easier and more prudent to invest in exchange-traded funds (ETFs) rather than individual stocks.
FULL STORY


Mylo turns spare change into investments
SHIRLEY WON  

Friday, October 20, 2017

As a postsecondary student with part-time jobs, Julien Martin finds it's tough to squirrel away money. But these days, his loose change is adding up.Using a Mylo investment app linked to his debit and credit cards, he has saved close to $400 since the summer toward his goal of building a $3,000 emergency fund. The app simply rounds up his purchases to the nearest dollar, and the difference is invested weekly in a conservative exchange-traded fund [ETF] portfolio. For instance, if he spends $5.25 for a burger, 75 cents goes into his Mylo account.
FULL STORY


Pooled funds bring lower fees, greater diversification
SHIRLEY WON  

Wednesday, October 04, 2017

Typically aimed at high-networth investors, pooled funds can fly under the radar. They are not advertised like mutual funds, but investors with sizable assets may want to consider them to help lower their fees and/or diversify their portfolios.
FULL STORY


Canadian cities draft Amazon battle plans for 'the mother of all bidding wars'
ERIC ATKINS  

Saturday, September 30, 2017

A mazon.com Inc.'s call for pitches from cities to become home to its second headquarters has touched off a frenzy across the United States and Canada.Cities are crafting presentations that boast of their attributes in hopes of being picked as the place where Amazon will hire as many as 50,000 people and spend $5-billion (U.S.) as it develops its second corporate head office.
FULL STORY


Companies serving seniors ride demographic tailwind
SHIRLEY WON  

Tuesday, September 19, 2017

Going grey may not be fun, but aging baby boomers are creating opportunities for investors of all ages.In North America, the postwar cohort can be roughly defined as those born between 1946 and 1965. Health care and financial services are among the sectors that can benefit from this investment play.
FULL STORY


Six stock funds offer least-volatile foreign exposure
SHIRLEY WON  

Saturday, May 13, 2017

When it comes to investing, the world is your oyster.Still, many Canadian investors prefer the comfort of owning home-grown companies. It's great when resource and financial stocks are soaring because they make up a big chunk of the domestic market.
FULL STORY


Fund manager's target: tech companies ripe for takeover
SHIRLEY WON  

Tuesday, May 09, 2017

Takeover potential is often on David Barr's mind when he goes bargain-hunting for stocks to fill his Pender Small Cap Opportunities Fund.''We've had a total of 128 companies in the mutual fund [since its launch], and 43 have been acquired,'' says the 43-year-old president and portfolio manager at Vancouver-based PenderFund Capital Management Ltd.
FULL STORY


ZoomerMedia loses appeal in ex-CEO's lawsuit
SIMON HOUPT  

Wednesday, May 03, 2017

ZoomerMedia Ltd., the Torontobased media company overseen by industry veteran Moses Znaimer that targets the 45-plus demographic it calls ''boomers with zip,'' is on the hook for almost $800,000 after losing its final appeal in a long-running breach-of-contract suit filed by the former president and CEO of its television division.
FULL STORY


Trump and an aging population are among factors that make health care compelling
SHIRLEY WON  

Wednesday, April 26, 2017

U.S. health-care stocks took a beating last year amid worries about drug-price controls but have rallied since Donald Trump was elected president.While some stocks may no longer be bargains, the sector is still compelling for investors because it can offer steady growth, potential benefits from proposed tax reform and stability during market turbulence, financial experts say.
FULL STORY


ETFs that go beyond plain-vanilla index funds
SHIRLEY WON  

Saturday, April 22, 2017

Low interest rates are a pain for yield-hungry investors.While government bonds and guaranteed investment certificates offer safe but uninspiring returns, exchange-traded funds (ETFs) can provide alternative sources of income - albeit not without some risk.
FULL STORY


Pre-retirees seeking safe investments can't avoid risk
SHIRLEY WON  

Saturday, April 01, 2017

Aging baby boomers may want to play defence in their investment portfolios amid renewed market volatility, but it's not so easy.Facing a potentially longer lifespan than their parents, many investors in their 50s and early 60s need to be more open minded and take on more risk to avoid outliving their nest eggs, financial advisors say.
FULL STORY


Six small-cap stocks with room to run
SHIRLEY WON  

Wednesday, March 22, 2017

Investors who missed last year's rally in Canadian small-cap stocks can still find attractive bets in the sector.Resource stocks helped to drive this space higher in 2016 as commodity prices rebounded. But a recent pullback in energy and other areas has produced bargains, while other small-company stocks remain under the radar due to lack of analyst coverage.
FULL STORY


Six quality stocks to buy and sit on in your RRSP
SHIRLEY WON  

Tuesday, February 21, 2017

Trading stocks is tempting but not always the best way to build a retirement nest egg. Timing the market is not easy, and you could miss a stock's best gains.
FULL STORY


Six dividend-growth stocks for your RRSP
SHIRLEY WON  

Monday, February 20, 2017

When building a retirement nest egg, dividend growth stocks can offer investors the best of both worlds - potential capital gains, and rising regular payouts even when markets turn flat or shaky.
FULL STORY


INVEST LIKE A LEGEND
Shirley Won  

Friday, January 27, 2017

No one would dispute that John Bogle is a true legend in the world of investing. Not only did he found Vanguard Group--the world's largest provider of mutual funds, managing $3.8 trillion (U.S.) in assets--the 87-year-old retired CEO is also credited with creating the world's first index mutual fund.
FULL STORY


INVEST LIKE A LEGEND
Shirley Won  

Friday, January 27, 2017

Gundlach, 57, might be based in L.A., where his Doubleline Capital oversees $104 billion (U.S.) in assets. Even so, he's the reigning bond king on Wall Street. Gundlach runs Doubleline's top-performing Total Return Bond Fund, as well as the go-anywhere CIBC Renaissance Flexible Yield Fund, launched in Canada last year. He is known not only for outpacing indexes but also for making bold and contrarian calls. He predicted the subprime mortgage crisis, last year's rise in U.S. interest rates and Donald Trump's presidential victory.
FULL STORY


CONTENTS

Friday, January 27, 2017

FEATURES 29Invest like a legend Our seventh annual guide to making money now, with advice from the granddaddy of index investing; America's favourite personal finance guru; the new bond king; a doomsayer from Singapore and more.
FULL STORY


Six ETFs designed to outpace the plain vanilla
SHIRLEY WON  

Wednesday, December 21, 2016

Investors can bet on beating the market thanks to so-called ''smart beta'' exchange-traded funds, or ETFs. Their goal is to outpace plain vanilla indexes such as the SandP/TSX Composite or SandP 500 by offering lower-cost access to strategies normally used by active fund managers.
FULL STORY


Steady payouts relieve energy-sector pain
SHIRLEY WON  

Wednesday, November 23, 2016

Investors seeking to profit from a recovery in oil and gas prices might need plenty of patience, but owning dividend-paying energy stocks in the meantime can make the wait easier.
FULL STORY


New Canadian ETFs zero in on share buybacks
SHIRLEY WON  

Tuesday, November 01, 2016

Investors love to be ''paid'' through dividends from companies they own, but they can reap benefits from another tactic: share buybacks, which help push up a stock's price.When a company buys its own stock on the open market, it effectively reduces the number of shares outstanding. Buybacks have boomed in recent years as companies flush with cash have repurchased their stock for assorted reasons, effectively boosting earnings per share. Low interest rates have also made it easier for firms to borrow money to do so.
FULL STORY


Six stocks with takeover potential
SHIRLEY WON  

Friday, October 07, 2016

Owning shares in a company that becomes a takeover target can be rewarding for investors. Giant firms like to swallow smaller ones to pursue growth in a less risky way, and private equity players may be on the prowl, too, looking for aquisitions.
FULL STORY

 

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