In Focus

After a miserable 2015, we predicted last January that the Canadian market, along with the Dividend Champions Portfolio, would deliver a strong performance in 2016. Thankfully, we were not disappointed.The Thomson Reuters Equity Canada Index, which we use as the benchmark for the Dividend Champions Portfolio, delivered a 25.4% total… Read More

The avalanche of money that flowed into low-volatility and high-dividend mutual and exchange traded funds over the past few years is rapidly heading for the exits as investors take note of the recent sharp increases in longer-term interest rates.These higher yields are great news for savers, but they… Read More

Four regional Canadian housing markets have received “Red Flags” from the Canada Housing and Mortgage Corporation (“CMHC”), an austere government agency that is considered the leading authority on the nation’s housing sector.“We now see strong evidence of problematic conditions overall nationally,” the agency’s chief economist said. “This is fuelled by… Read More

The fund management industry is among the most profitable. But the industry’s fee-charging practices are not without critics. As one cynical observer put it, paraphrasing Winston Churchill: “Never in the course of history have so many paid so much to so few for so little.”At the most extreme… Read More

It’s the era of easy money. The world’s central bankers are trying to stimulate economic growth and create jobs by keeping interest rates historically low. Of the 10 major economies in the world, only three countries have short-term interest rates exceeding 0.5%. Another three have negative short-term interest rates: borrowers… Read More

The Dividend Champions portfolio focuses on companies that will generate and grow wealth over the long term. So it’s mainly “buy and hold.” However, you can create additional income on your holdings, protect against downside risks and enhance the returns on long positions with simple options strategies.Starting this month, on… Read More

When legendary rhythm and blues singer Billy Ocean performs “Red Light Spells Danger,” his mind isn’t on Canadian home prices. But with a hat tip to Billy, we’ll use an altered title of his song for our “Red Hot” alert on the Canadian housing market.Last year we expressed concerns that… Read More