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ADVISOR FOCUS - a newsletter from
22 January 2003

Current Issue | Subscribe to Advisor Focus | Back Issues

SPOTLIGHT: Value Investing Revisited

Dig Deep for Hidden Value

The trick to value investing, writes John Heinzl, is to buy good companies when nobody else wants them, which requires a strong contrarian streak -- and buckets of patience. It is not a game for investors with weak stomachs.

The bargains are slim in a market that's already risen 25 per cent, but some value managers with proven track records say it's still possible to find hidden gems -- if you know what to look for.

Read Heinzl's informative article.

From the Archives: View the Value Investing Special Report

PERSONAL FINANCE: Estate Planning; Tips for 2004

  • Use Incentive Trusts to Reward, Not Punish
    According to Tim Cestnick, a testamentary incentive trust is simply a trust that is created at the time of your death, by your will. The trust, however, comes with strings attached. These trusts are designed to encourage certain beneficial behaviour by your beneficiaries, and to perhaps discourage other negative behaviour.
    How? The provisions you include in an incentive trust are limited primarily by your creativity. What provisions are most common? Read Cestnick's full report.
  • Ten Helpful Tips for Saving and Investing this Year
    As Rob Carrick states: Extra caution has to be used when investing in income trusts -- that's Tip Eight. Trusts are just great in principle, but many of them are coming off a multi-year rally that makes them expensive. Also, the unit price of power-generating and pipeline trusts could be vulnerable to rising interest rates. Read Carrick's top 10.

SPOTLIGHT: Restoring Investor Confidence in 2004

  • Strategy, Selectivity Key to Playing Market Rebound
    Those who take the brave step of tearing open their fund statements now will likely find that their fortunes have improved -- and may be ready to plow some money back into markets and mutual funds this RRSP season. But where to put the cash in 2004? Some suggestions from the pros. Read Carolyn Leitch's report.

Plus: Carrick's 2-Minute Portfolio Posts Solid Year

  • RRSP Season: Wounded Investors Lured Back
    A recent survey released in early January found 49 per cent of 1,205 adults polled last October plan to contribute to an RRSP this season, up from 43 per cent last year. Their average contribution is expected to be $4,964, down slightly from $5,083 last year.
    Still, as Randy Ray writes, financial institutions and fund sellers know they have twin tasks ahead of them. Read Ray's full report. 
  • A Tale of Two Markets Gives Canadian Firms Interesting Choices
    Americans are back in love with stocks. It's forgive and forget when it comes to the tech wreck. U.S. equity mutual funds have been net buyers of new stocks since last March, in step with a rally in the markets. Canadians, though, are more reticent. Read Andrew Willis' report.

Bank Mergers, Energy Trusts and Interest Rates

  • Time for Canadian Banks to Roll the Dice
    Merged or unmerged, Canadian banks could become significant regional names south of the border. Waiting for Ottawa to bless mergers is a proven waste of time. According to Eric Reguly, it's time to start taking bigger risks.

Plus: Waterhouse Shelves Merger Talks

  • Energy Trusts Can Expect Leaner Year
    Oil and gas trusts have enjoyed strong returns over the past five years, with a total 2003 return surpassing 45 per cent. However, unit holders should lower their expectations in 2004, says a study by BMO Nesbitt Burns Inc. Brent Jang explains.
  • Bank of Canada Signals Low Interest Rates are Here To Stay
    The economy is caught between a rebounding global economy, which normally helps exporters, and the rising Canadian dollar, which hurts them. Has the bank done enough to offset the effects of the high-flying Loonie? Economics reporter Bruce Little weighs in.

More: View Savings and Investment Rates on