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Best Articles: December 4th week


Banff peak

2023

VIDEO: This Morning’s Top Headlines – Dec. 4
NBC News

December 4

VIDEO: WHAS11 Top Stories: 5 p.m. Monday, Dec. 4, 2023
WHAS11

Don’t Keep Your Savings in Your TFSA
Why you’re missing out if you keep cash in that account.

5 Cheap Canadian Stocks with High Dividend Yields
November 2023: There are banks, telecom companies, and an energy company in this list of some of the best Canadian dividend stocks. 

Top Canadian Gold Stocks
Canadians love gold, and if you want to invest in stocks rather than the physical metal, two of the stocks we cover are cheap right now.

Why is BRP Stock so Cheap?
Don’t sell Ski-Doos when there’s a waitlist and winter’s on the way.

This Canadian Stock is Over 20% Undervalued
This fertilizer company will benefit from stronger housing starts and home renovations in 2025.

Is EBITDA as bad as Buffett says?
EBITDA can be a helpful valuation tool in some instances--just don't mistake it for free cash flow.

We’re Overdue a Global Downturn: Manager
Why RBC’s gold-medalist all-equity fund manager says the damage done to the economy hasn’t hit stocks yet – and here’s what she’s doing about it.

This Wide-Moat AI Stock May Surprise You
Watch out for this investment opportunity as artificial intelligence meets the metaverse.

An 8% Retirement Withdrawal Rate?
A radio host advocates no small plans.

The 10 Best Dividend Stocks
These undervalued stocks with reliable dividends are worth considering.

November 27

VIDEO: Top Story with Tom Llamas - Dec. 4 | NBC News NOW
NBC News

Will the 4% Rule Finally Be Accurate in 2024?
Our annual study suggests that new retirees can spend more from their portfolios.

5 Cheap Canadian Stocks with High Dividend Yields
November 2023: There are banks, telecom companies, and an energy company in this list of some of the best Canadian dividend stocks. 

An 8% Retirement Withdrawal Rate?
A radio host advocates no small plans.

Is EBITDA as bad as Buffett says?
EBITDA can be a helpful valuation tool in some instances--just don't mistake it for free cash flow.

“Tremendous Opportunities” Ahead for Fixed-Income Investors: Manager
PIMCO’s Alfred Murata argues that conditions have improved – and these higher-yielding assets look particularly attractive right now.

This Canadian Stock is Over 35% Undervalued
We expect 2024 will still be challenging for this lumber company, but it should benefit from a housing rebound in 2025.

How to Scam-Proof Your Credit Card: Essential Tips and Tricks
As fraud schemes evolve, take a moment to protect your money and maintain your peace of mind.

5 Steps to a Minimalist Portfolio
A guide to building an effective, low-maintenance portfolio.

Canadian Bank Fiscal Q4 Results
TD's messy results, RBC earnings as expected, Scotiabank’s fair value estimate lowered, BMO is well positioned, and National Bank to face higher credit costs.

12 Lessons on Money and More From Warren Buffett and Charlie Munger
Charlie Munger, who worked alongside Warren Buffett at Berkshire Hathaway for decades, died Nov. 28, 2023, at age 99.

November 20 

VIDEO: Today's Top Headlines | Monday, Dec. 4
Fox News

How to Scam-Proof Your Credit Card: Essential Tips and Tricks
As fraud schemes evolve, take a moment to protect your money and maintain your peace of mind.

5 Cheap Canadian Stocks with High Dividend Yields
November 2023: There are banks, telecom companies, and an energy company in this list of some of the best Canadian dividend stocks. 

This Canadian High Dividend Stock is Over 20% Undervalued
This company is a pipeline firm – one of Canada’s lifelines – and its 7.8% forward dividend yield is ‘highly secure.’

10 Best Growth Stocks to Buy for the Long Term
The stocks of these high-quality growth companies look undervalued today.

Here’s Why Active ETFs Are So Hot Right Now
A constellation of factors have powered active ETFs’ meteoric rise.

Will the 4% Rule Finally Be Accurate in 2024?
Our annual study suggests that new retirees can spend more from their portfolios.

3 Warren Buffett Stocks to Buy in Q4
Undervalued stocks in Berkshire Hathaway’s portfolio, as well as its latest buys and sells from its third-quarter 2023 13F filing.

An 8% Retirement Withdrawal Rate?
A radio host advocates no small plans.

Global Dividend Manager Prefers Thrivers Over Survivors
This five-star dividend fund manager finds companies that shine in tough times as market sentiment has grown more pessimistic.

5 Ultracheap Stocks Undervalued by More Than 50% to Buy
These stocks may appeal to investors with long time horizons and an appetite for risk.

November 13 

VIDEO: This Week in Waste: Top Stories Dec 4- Dec 7
WasteExpo

5 Cheap Canadian Stocks with High Dividend Yields
November 2023: There are banks, telecom companies, and an energy company in this list of some of the best Canadian dividend stocks. 

Going Into Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
The data center business and artificial intelligence are the focus for Nvidia’s earnings report.

This Canadian Stock is Over 30% Undervalued
A box-office success doesn't always mean blockbuster returns for investors - and this Canadian toy maker is still undervalued. 

How to Invest Better With Bonds
Sharpening your fixed-income portfolio allocations can improve results.

Canada’s Softening Labour Market Still Suggests an End to BoC Rate Hikes
Hiring slowed in October while unemployment ticked higher, which may make the central bank more cautious about raising the cost of borrowing. 

After Earnings, Is Air Canada Stock a Buy, Sell, or Fairly Valued?
With earnings and revenues that surpassed Wall Street’s expectations here’s what we think of Air Canada Stock.

We Need to Talk About Your Retirement ‘Spending’
Big inheritances can be a sign of underconsumption and suboptimal planning.

18 Rules for Aging Well
The rules to age successfully include, 'the unexamined life lasts longer', 'change no more than one-eighth of your life at a time', 'nobody is thinking about you', and 'pursue virtue but don’t sweat it'.

Why is Berkshire Hathaway Stock so Cheap?
A bet with Buffett today may be better than ever.

Why is Canadian Tire Stock so Cheap?
This may be a bet if you believe Canadian Tire Money has value.

November 6

VIDEO: Today in History for December 4th
Associated Press

The 10 Best Companies to Invest in Now
These undervalued stocks of high-quality companies are attractive investments today.

Canadian Bank Pre-Earnings: What to Look for in the Bank Results
Our analyst is keeping an eye on provisioning rates, net interest income normalization, and slowing growth. Plus, find out our top picks.

We Need to Talk About Your Retirement ‘Spending’
Big inheritances can be a sign of underconsumption and suboptimal planning.

This Canadian Stock is Over 60% Undervalued
We disagree with a broader market view that the lithium market will move into a supply surplus in 2024 and 2025, instead we could see a supply deficit in 202

Why Are Boomers Being Blamed for Canada’s Housing Crisis?
Baby Boomers are participants in the Canadian housing crisis, not the cause of it.

Three Low-Cost Canadian Balanced ETFs to Consider
These Canadian allocation funds provide efficient investment oversight.

3 High-Quality Stocks to Buy on Weakness
Put these wide-moat stocks trading near Morningstar’s fair value estimates on your watchlist.

3 Stocks for Stability in Uncertain Times
These companies can provide downside protection during economic weakness. 

Why is Berkshire Hathaway Stock so Cheap?
A bet with Buffett today may be better than ever.

After Earnings, is Apple a Buy, Sell or Hold?
Solid results and a decent outlook, but Apple stock modestly overvalued.

October 30

VIDEO: Watch Morning Joe Highlights: Dec. 4 | MSNBC
MSNBC

This Canadian High Dividend Stock is 25% Undervalued
This stock has a forward dividend yield of 7.14%, and boasts a narrow economic moat.

Four Cheap Canadian Telecom Stocks
As the communication services sector recovers from its 2022 losses, we expect these four Canadian companies to ride the upswing. 

5 Scary Stocks for You to Avoid This Halloween
These specters can be found across sectors—from education to telecom, from tech to logistics. Read on to find out which is the scariest. 

2 Cheap Growth Stocks to Buy
The undervalued stocks of these wide-moat large companies look attractive today.

Three Low-Cost Canadian Balanced ETFs to Consider
These Canadian allocation funds provide efficient investment oversight.

5 Top-Performing Technology ETFs
Offerings from iShares and Invesco lead the pack.

Why Are Boomers Being Blamed for Canada’s Housing Crisis?
Baby Boomers are participants in the Canadian housing crisis, not the cause of it.

After Earnings, Is BlackBerry Stock a Buy, Sell, or Fairly Valued?
With results that met expectations here’s what we think of BlackBerry stock.

TransUnion: Stock of the Week
Get on the side of creditors with this stock trading at a serious discount.

What Did We Learn From the Last Bull Market?
Three lessons from the pandemic boom.

October 23

VIDEO: PBS NewsHour full episode, Dec. 4, 2023
PBS NewsHour

A Dividend Aristocrat to Buy That’s 26% Undervalued
This wide-moat company’s stock looks cheaper than it has in several years.

After Earnings, Is BlackBerry Stock a Buy, Sell, or Fairly Valued?
With results that met expectations here’s what we think of BlackBerry stock.

The 10 Best U.S. Dividend Stocks
These undervalued stocks with reliable dividends are worth considering.

4 Big Dividend ETF Upgrades in 2023
These dividend ETFs hold quality companies and come with a proven track record.

How to Master Your Next Mortgage Renewal
Get the best deal on your next mortgage with these expert tips for Canadian homeowners.

Raising a Child in Canada Costs a Quarter Million: How to Handle the Bills
These tax breaks, tricks and tips can help you get through the financial gauntlet of parenthood.

Why You Can Still Count on Canadian Bank Stocks
This dividend fund manager argues that with monetary tightening on hold valuations for Canadian dividend stocks are looking attractive.

5 Top-Performing Technology ETFs
Offerings from iShares and Invesco lead the pack.

Fund Profile: BMO Allocation ETFs
Consider these low-cost balanced funds that benefit from a strong management team.

5 Cheap Canadian Stocks with High Dividend Yields
Our analysts expect these companies to continue delivering for investors.

October 16

VIDEO: AP Top Stories December 4 A
Associated Press

Enbridge: Stock of the Week
Just when you thought the dividends couldn’t go any higher.

Canada's Best Mutual Funds for International Exposure
Many Canadians’ portfolios are overweight in domestic stocks. These eleven funds, which earn our highest ratings, offer instant diversification across global equity markets. 

These 3 ETFs Hold High-Quality Stocks
These low-cost funds show that quality can come cheap.

Canadians: Plan to Keep More of Your Investment Income
Master the ‘how’ and ‘when’ of your income from interest, dividends, and distributions with these tips.

5 Cheap Canadian Stocks with High Dividend Yields
Our analysts expect these companies to continue delivering for investors.

Why You Can Still Count on Canadian Bank Stocks
This dividend fund manager argues that with monetary tightening on hold valuations for Canadian dividend stocks are looking attractive.

3 Cheap International Stocks to Buy
These names are among the most undervalued stocks we see abroad right now.

Look for These 3 Things in Your REITs: Manager
Fidelity’s Steve Buller argues that barring negative headlines about high office vacancies, real estate stocks are slowly recovering.

Why the Israel-Hamas War May Not Be a Positive for Defence Stocks
The link between military conflict and defence stock profit is not as clear as one might think.

Do Honest Countries Make the Best Investments?
International stock investors don’t talk much about national ethics—but perhaps they should.

October 9

VIDEO: AP Top Stories December 4 P
Associated Press

3 Undervalued Stocks for Beginners
The shares of these wide-moat companies are trading for less than they’re worth.

Fund Profile: Vanguard Allocation ETFs
These low-cost, medalist approaches to a balanced portfolio aim to outperform the rest.

The Best Balanced ETFs for an RESP
Though there are no target date ETFs available, low-cost balanced funds can work in the same way.

This Low-Cost and Low-Vol ETF is Top-Quartile
BMO has managed to deliver a 5-star performance at a fraction of the price with lower volatility than both the index and category.

5 Cheap Canadian Stocks with High Dividend Yields
Our analysts expect these companies to continue delivering for investors.

Why You Can Still Count on Canadian Bank Stocks
This dividend fund manager argues that with monetary tightening on hold valuations for Canadian dividend stocks are looking attractive.

Blackberry to Split in Two: Why We Like the Idea
We like the separation of the IoT and cybersecurity businesses and so should investors.

6 Conversations About Money to Have With Your Family Over the Holidays
Carve out some time to discuss financial planning.

What Does the TD Blue Chip Equity Manager Change Mean for You?
One of Canada’s largest equity mutual funds will no longer be managed by its the top-performing subadvisor T Rowe Price – Epoch Investment Partners will take over.

Israel-Hamas War: Three Scenarios That Worry The Markets
There was no sell-off on the main international stock exchanges the day after the Hamas attack, but strategists and managers are looking at the consequences of a lasting war.

October 2

VIDEO: WHAS11 Top Louisville News Stories: Monday, Dec. 4, 2023
WHAS11

What Funds to Buy: Canada's First Morningstar Prospects
When you think about funds for your portfolio, consider starting your search here.

What Does the TD Blue Chip Equity Manager Change Mean for You?
One of Canada’s largest equity mutual funds will no longer be managed by its the top-performing subadvisor T Rowe Price – Epoch Investment Partners will take over.

10 Undervalued Wide-Moat Stocks
Cheap high-quality stocks from the Morningstar Wide Moat Focus Index are attractive for long-term investors.

Why You Can Still Count on Canadian Bank Stocks
This dividend fund manager argues that with monetary tightening on hold valuations for Canadian dividend stocks are looking attractive.

Canada’s Cheapest Consumer Cyclical Stocks Right Now
The consumer cyclical sector has excelled so far this year, but these four Canadian companies still hold opportunities for investors. 

Why Investors Are Pouring Billions Into Covered-Call ETFs
With their high yields, these options-trading funds are seeing a historic surge of interest.

Manulife: Stock of the Week
The dividends are great, but it’s probably not from the insurance business.

3 Low-Cost Stocks With High Potential
These undervalued stocks were recently added to the Morningstar Wide Moat Focus Index.

Top Canadian Stock Gainers and Losers of September 2023
Continuing the cannabis gains of September with Canopy, Curaleaf and Green Thumb stocks leading the charge, while Tilray, Canfor, Shopify and Laurentian plummeted.

September 25

VIDEO: WHAS11 Top Louisville News Stories: Monday, Dec. 4, 2023
WHAS11

Is This New Dividend Aristocrat Yielding 7% a Buy?
This wide-moat company has raised its dividend for 25 years in a row.

Best Carbon Capture Stocks to Buy in 2023
These companies are set to benefit from billions pledged to remove carbon dioxide from our atmosphere.

5 Cheap Canadian Stocks with High Dividend Yields
Our analysts expect these companies to continue delivering for investors.

6 Charts On Where Bond Fund Investors Are Putting Their Money
Investors are choosing safer funds and eschewing short-term ones.

The Best Types of Investments to Own During a Recession
These assets are safer than others when the economy slows.

Why Are We Averse to Annuities?
Investors have the right to be skeptical.

The 10 Best Dividend Stocks Today
These undervalued stocks with reliable dividends are worth considering.

The Best Balanced ETFs for an RESP
Though there are no target date ETFs available, low-cost balanced funds can work in the same way.

Why is Bell Stock So Cheap?
The telecom company is the most expensive of the Big 3 but is still trading at a 12% discount to our fair value estimate.

5 Top-Performing Technology ETFs
Offerings from iShares and Invesco lead the pack.

September 11

VIDEO: Masha and the Bear 2023 🎬 NEW EPISODE! 🎬 Best cartoon collection 🥔 Soup Pursuit 🥕🍲
Masha and The Bear

Undervalued by Nearly 40% and Yielding Almost 5%, This Stock Is a Buy
It’s a Warren Buffett stock pick, too.

High-Yielding Cash and Money Market ETFs are Great – For Now
“Cash” ETFs deliver great yields at this moment, but they are no long-term substitutes for classic fixed income funds.

BlackBerry Stock Slides as Cybersecurity Business Continues to Struggle
Stock’s decline seems overly punitive given modest revisions on its outlook.


The Best Types of Bond Funds for the Core of a Portfolio

Which bond funds should (and shouldn’t) consume the bulk of your fixed-income assets.

Berkshire Hathaway Sold This Stock. Should You?
Warren Buffett’s behemoth has scaled back its sizable position in this technology stock.

Why Are Cannabis Stocks Heating Up?
Cannabis companies are looking to make a comeback and Morningstar's Kristoffer Inton is watching these weed stocks.

This ‘Far-Sighted’ Strategy is Built for Long Term Investors
Leith Wheeler’s small/mid-cap strategy makes for a great medalist value opportunity. 

Are Bonds a Better Bet Than U.S. Stocks Right Now?
Morningstar Investment Management’s Marta Norton lays out the changing calculus for investing across the markets.

5 Cheap Canadian Stocks with High Dividend Yields
Our analysts expect these companies to continue delivering for investors.

CIBC: Stock of the Week
Why is CIBC preparing for losses in real estate – should investors be worried?

September 4

VIDEO: Haberman says this legal case cuts at the heart of Trump’s identity
CNN

This Strategy Shows Why You Shouldn’t Dwell on the Market
Why Mawer’s gold-medalist global equity fund manager prefers to outperform by buying single stocks on three principles.

Canadians: Plan to Keep More of Your Investment Income
Master the ‘how’ and ‘when’ of your income from interest, dividends, and distributions with these tips.

How the 3 Largest Shareholders in the World Voted at Canadian Banks
State Street, Vanguard, and Blackrock voted against all shareholder proposals, but Vanguard’s sub-advisors showed support on some issues.  

5 Cheap Canadian Stocks with High Dividend Yields
Our analysts expect these companies to continue delivering for investors.

Canadians: Consider the Tax on the Interest You Collect
You might be surprised by these reporting requirements – and tax breaks - on your interest-bearing investments like bonds and GICs.

The Best Balanced ETFs for an RESP
Though there are no target date ETFs available, low-cost balanced funds can work in the same way.

This Dividend Aristocrat Stock Is on a 40% Discount
This narrow-moat dividend-growth stock looks cheap to us.

Why is George Weston Stock so Cheap?
Loblaws without the bread business and helping of real estate serves up a compelling opportunity.

What Economists Think a China Downturn Could Mean for the Rest of the World
What impact will weaker manufacturing prices and muted property sales have on other economies?

Bank of Canada Pauses Hikes, Leaves Rates Unchanged
The target for the overnight rate is being held at 5%, with the Bank Rate at 5.25% and the deposit rate at 5%.

August 21

VIDEO: Will Israel continue its war in Gaza despite increasing international isolation? | DW News
DW News

3 Warren Buffett Stocks to Buy
Undervalued stocks in Berkshire Hathaway’s portfolio, as well as its latest buys and sells.

After Earnings, Is Disney Stock a Buy, Sell, or Fairly Valued?
Losses shrank, but subscriber growth will be important going forward.

Shopify: Stock of the Week
Why Shopify shareholders should be excited – and careful right now.

When to Sell a Stock? And What to Buy Instead?
What are some signs that you should sell a stock, plus a cheaper alternative to Tesla and Nvidia for you to buy right now.

Canadians: Consider the Tax on the Interest You Collect
You might be surprised by these reporting requirements – and tax breaks - on your interest-bearing investments like bonds and GICs.

5 Reddit Investing Tips
Should someone with a defined benefit pension invest, save, or what? Reddit has some answers – and Morningstar has seven tips.

5 Cheap Canadian Stocks with High Dividend Yields
Our analysts expect these companies to continue delivering for investors.

Everyone Needs a 'Too Hard' Pile For Financial Information
How to avoid becoming overwhelmed with incoming information.

11 Big IPOs to Watch
Stripe, Databricks, and Instacart are among the firms expected to revive the lackluster IPO market.

Why is Bell Stock So Cheap?
The telecom company is the most expensive of the Big 3 but is still trading at a 12% discount to our fair value estimate.

August 14

VIDEO: BREAKING: House votes to begin impeachment inquiry into President Biden
NBC News

Telus: Stock of the Week
After the layoffs, Telus stock is the cheapest Canadian telecom we cover.

Canadians: Consider the Tax on the Interest You Collect
You might be surprised by these reporting requirements – and tax breaks - on your interest-bearing investments like bonds and GICs.

Canada’s Cheapest Renewable Utilities Stocks
Shares of these Canadian businesses involved in the clean energy transition are currently undervalued.

How Have the Most Expensive Funds Done in Canada?
Ian Tam explores whether Canadian mutual funds with high fees have paid off.

3 Growth ETFs To Avoid in 2023
Investors interested in growth stocks would be better off passing on these three ETFs.

This Fund Did Dividends Without the Drawdowns
How a strict Canadian dividend stock strategy helped this investment team build a lower-volatility medalist mutual fund.

7 Ways to Combat Impulsive Spending
The Fear of Missing Out can be costly. But the Joy of Missing Out can work wonders for your budget and balance sheet

3 Great Bond ETFs
Solid core options to anchor your portfolio.

5 Cheap Canadian Stocks with High Dividend Yields
Our analysts expect these companies to continue delivering for investors.

How Much Money Do You Need to Be Happy?
You might be a part of the ‘cult of never enough.’

August 7

VIDEO: Israel-Hamas war: Hamas hostages beaten and tortured, trauma continues | LiveNOW from FOX
LiveNOW from FOX

Canadians: Consider the Tax on the Interest You Collect
You might be surprised by these reporting requirements – and tax breaks - on your interest-bearing investments like bonds and GICs.

Which Index is Best for U.S. Equity Exposure?
Meaningful differences exist between the most popular benchmarks.

6 Things I Don’t Own in My Portfolio
Sometimes what you leave out is just as important as what you put in.

7 Ways to Combat Impulsive Spending
The Fear of Missing Out can be costly. But the Joy of Missing Out can work wonders for your budget and balance sheet.

A Wide-Moat Dividend Stock to Buy That’s 35% Undervalued
Why we’re bullish on this overlooked stock with a 4% dividend yield.

The Lights Are Flashing, so Get Your Foot on The Brake
Market and economic indicators are suddenly sounding, so what on Earth should investors do?

5 Cheap Canadian Stocks with High Dividend Yields
Our analysts expect these companies to continue delivering for investors.

After Earnings, Is Berkshire Hathaway Stock a Buy, a Sell, or Fairly Valued?
Here’s our look at Berkshire’s Q2 results and key factors in how we’re looking at the stock for Buffett’s company.

As Trans Mountain Losses Build, Enbridge Emerges a Winner
We’re looking at a $20 billion loss, maybe more, on the Trans Mountain Pipeline, and Enbridge’s Mainline system is the best alternative.

July 24

VIDEO: Gaza's rain crisis: 1.9M displaced Palestinians struggle in makeshift tents
Al Jazeera English

Why is TC Energy Stock So Cheap?
There is a concern over the wildfire impact on natural gas pipeline flows, and worries about cost overruns on the Coastal GasLink.

11 Redditors in Canada Weigh In on Paying Down a Mortgage
Reddit’s Personal Finance Canada community offered advice on whether it makes sense to pay down a mortgage earlier, especially with high interest rates.

Berkshire Hathaway: Stock of the Week
Berkshire, owing to its diversification and its lower overall risk profile, offers one of the better risk-adjusted return profiles in the financial-services sector.

5 Most Undervalued U.S. Defensive Stocks
Well-known names such as Moderna, CVS, and Kraft Heinz are trading at discounted prices.

Is Work-from-Home Threatening Commercial Real Estate and U.S. Banks?
As commercial real estate continues to struggle, banks in the U.S.will feel the brunt. Canadian banks will not be as impacted.

Do I Need a Side Hustle?
Before you spend your time, consider how you’re spending your money, first.

Is Alibaba Stock a Buy, a Sell or Fairly Valued Right Now?
After the 25% trim, shares in the e-commerce giant remain undervalued.

3 Stocks That Could Heat Your Portfolio as the World Warms
These companies play a pivotal role in making buildings more energy-efficient, and are set to thrive in a warming world.

Fund Managers Are Sitting on Cash. Why?
The stock market rally since October hasn’t fazed tactical allocation funds - they have kept moving out of stocks. 

July 17

VIDEO: How is the Gaza War seen beyond the US and the West? | Inside Story
Al Jazeera English

The Most Expensive Stock in Canada
Air Canada stock is trading at a 36% premium to our fair value estimate - but it is unlikely the party will continue long-term. 

11 Redditors in Canada Weigh In on Paying Down a Mortgage
Reddit’s Personal Finance Canada community offered advice on whether it makes sense to pay down a mortgage earlier, especially with high interest rates.

The Canadian Equity Market Isn’t as Canadian As it Once Was
According to Morningstar Indexes’ annual study, 48% of the revenues from the Canadian equity market are sourced domestically.

Is Alibaba Stock a Buy, a Sell or Fairly Valued Right Now?
After the 25% trim, shares in the e-commerce giant remain undervalued.

How to Make the Most of Your Cash Right Now?
Focus on matching your financial goals with the appropriate time horizon rather than simply on the higher rates.

Now’s the Time to Prepare for What Comes After the Recession
Will it be a soft recession? Light recession? No recession? It doesn’t matter. You should probably set your sights on what comes next.

3 Cheap Food Delivery Stocks to Bring Gains to Your Portfolio
These companies recognize the potential in utilizing autonomous delivery – and right now, the stocks are undervalued.

Canadians have 15x More Exposure to Canada Than They Need to
Vanguard found that Canadian investors allocate 52% of their total equities to Canadian equities – but a variation of the 60-40 portfolio works!

Alphabet Earnings: What to Look For
As Alphabet nears its latest earnings results, we're watching for AI’s impact on Google’s revenue and any signs of a second-half turnaround for advertising

Historically Low Corporate Default Rates Hide That Trouble Is Brewing
Levels of defaults and bankruptcies have seldom been so low. But a recent study shows that 37% of firms are close to default.

July 10

VIDEO: AP Top Stories December 4th P
Associated Press

Home Prices in Urban Canada Won’t Fall. Where to Buy Right Now?
DBRS Morningstar thinks that demand will stay strong, while supply will stay weak - so prices won't fall, especially in Toronto and Vancouver.

Which is the Best Canadian Boutique Asset Management Firm?
Mawer Vs Edgepoint Vs Beutel Goodman – one’s Parent Rating is higher than the other two.

Why is TD Bank Stock So Cheap?
Expect fairly messy earnings for the next year or more, although the upshot will be consistent mid-teens returns on equity.

Bank of Canada Raises Interest Rates Another 25 Basis Points
The target for the overnight rate is now 5%, with the with the Bank Rate at 5.25% and the deposit rate at 5%

What the Taylor Swift Eras Tour Can Teach Us About Finance
A look at what the popstar made us do to our budgets.

How to Make the Most of Your Cash Right Now?
Focus on matching your financial goals with the appropriate time horizon rather than simply on the higher rates.

Why is Telus Stock So Cheap?
Telus is the most attractive telecom stock in Canada – and the reason why might surprise you.

In Asset Management, Bigger is Not Always Better
Here's a look at some of the best boutique managers we cover. 

Will the U.S. Dollar Lose Its Supremacy? Unlikely.
Though the U.S. dollar may seem like it is reducing in importance, its status as the world’s reserve currency is still firmly entrenched.

What the Nasdaq 100 Rebalance Means for ETF and Index Fund Investors
Investors of funds tracking the index can expect a slightly different portfolio.

July 3

VIDEO: Nightly News Full Broadcast - Dec. 4
NBC News

Why is TD Bank Stock So Cheap?
Expect fairly messy earnings for the next year or more, although the upshot will be consistent mid-teens returns on equity.

Which is the Best Canadian Boutique Asset Management Firm?
Mawer Vs Edgepoint Vs Beutel Goodman – one’s Parent Rating is higher than the other two.

A U.S. Dividend Aristocrat That’s 20% Undervalued
This wide-moat stock is a buy today.

Reddit Canada Weighs in on Lump Sum vs Monthly Lottery Payouts
Reddit’s Personal Finance Canada community offered advice to a lottery winner - and Ian Tam ran the numbers. 

Top Canadian Stock Gainers and Losers of June 2023
West Fraser Timber, Canfor and Bombardier stocks jump, while Canopy Growth, Tilray and Saputo stocks plunge.

Q3 Stock Market Outlook: Time to Batten Down the Hatches or Raise the Sail?
Investors should take profits on overextended stocks and reinvest in undervalued names left behind by the rally.

Why is Rogers Stock So Cheap?
The Narrow-moat telecom major has a fair value estimate of $75, and it currently trading significantly below this level.

When Should You Own the Underlying Components Rather Than a Fund-of-Funds?
Expensive fund-of-funds strategies may create a better opportunity for cost savings for investors, but there will likely be performance drift.

Why is Telus Stock So Cheap?
Telus is the most attractive telecom stock in Canada – and the reason why might surprise you.

3 Pharma Stocks Eyeing Plump Profits in the Weight Loss Market
New oral weight management drugs are in various stages of clinical trials, holding the potential to generate hefty revenue when they hit the US$ 405 billion market.

June 26

VIDEO: Top news stories in Connecticut for Dec. 4, 2023 at 6 a.m.
FOX 61

Canadians Prefer Global Balanced Funds
The latest Morningstar Balanced Fund Landscape for Canadian Investors reveals that local funds close to make way for global options.

When Should You Own the Underlying Components Rather Than a Fund-of-Funds?
Expensive fund-of-funds strategies may create a better opportunity for cost savings for investors, but there will likely be performance drift.

What's Behind the Canadian Balanced Fund Boom?
The impact of Vanguard ETFs, fees and what happened last year with performance: Author Michael Dobson discusses the new Balanced Fund Landscape report.

Canadians: Don’t Rush To Buy a House
A few key factors need to settle down before you decide to buy a new home.

Why Do Investors Hire Their Financial Advisor?
Our research points to the importance of addressing a client’s emotional needs during beginning conversations.

Deliberately Different, Delivering Above-Average Returns
CI Global Leaders focuses on picking winning stocks, intentionally underweighting U.S. equities and the technology sector.

What Does Blackrock’s Bitcoin ETF Mean for Cryptocurrencies?
As the world's largest asset manager, BlackRock would immediately give legitimacy to the Bitcoin market in need of it.

Meta Stock Vs Tesla: In a Fight Between the Stocks, Which Is the Better Buy?
Both companies are in the news as Mark Zuckerberg and Elon Musk seemingly agree to a cage fight. But are the stocks a buy right now? One wins out over the other.  

A Career Retrospective: My 35 Years in Finance
Morningstar Director of Research Paul Kaplan writes his last column before retirement, in which he reviews nearly five decades of education and work.

The Best Wide-Moat Growth Stock You’ve Never Heard Of
The stock of this U.S. niche software leader is undervalued.

June 12

VIDEO: Top Stories – 4 Dec 2020
ThisWeekinFM

Why is Telus Stock So Cheap?
Telus is the most attractive telecom stock in Canada – and the reason why might surprise you.

Don't Sell Your Teck Resources Stock Just Yet: Analyst
"Teck's in Play," says Jon Mills, as the bids roll in for its coal business - and what Glencore may do about it.

9 AI Stocks That Aren't Nvidia
For those who don't want to chase the latest hot stock but are bullish on semiconductors, there are plenty of Morningstar-rated options.

BMO: Stock of the Week
We lowered our fair value estimate on BMO stock as high interest rates begin to hurt.

"Huge" Rebalancing at Momentum ETF Provides Market-Beating Clues
Changes in a major 'winner-picking' strategy from iShares offers these tips for stock-pickers, as Ryan Jackson shares the biggest and newest additions to the fund.

5 Steps to a Minimalist Portfolio
A guide to building an effective, low-maintenance portfolio. Plus, some sample portfolio mixes to help you get started.

6 Undervalued Stocks That Just Increased Their Dividends
Qualcomm, Williams-Sonoma, and Comcast make our list of cheap stocks with higher dividend payouts.

10 Money Saving Tips from Reddit Toronto
A new immigrant asked for steps to maximize savings in Toronto - Reddit delivered answers.

Canadians: Your CPP and QPP Cheques Will Keep Coming
Why pension recipients in Canada shouldn’t worry about their payments - but there is a tipping point ahead for the government programs.

Should You Buy a Covered Call ETF?
You could, but you might be giving up as much as 9.5% annualized returns.

June 5

VIDEO: Top U.S. & World Headlines — December 13, 2023
Democracy Now!

An Undervalued Stock With 50%-Plus Upside to Buy and Hold
This cheap lithium stock offers long-term investors a way to play one of today’s top growth trends.

Should You Buy a Covered Call ETF?
You could, but you might be giving up as much as 9.5% annualized returns.

15 Canadian Redditors on Stocks vs. ETFs
If you want to be in a driver’s seat, you’ll also have to control your mind to be able to sift through the 24-hour news cycle without forming a bias. 

Canadian Banks Are Worried You Won’t Pay Your Mortgage
The big banks have increased their loan loss provisions, which means less cash flow, but dividends won’t be impacted for now.

Canadians: Your CPP and QPP Cheques Will Keep Coming
Why pension recipients in Canada shouldn’t worry about their payments - but there is a tipping point ahead for the government programs.

Old Age Security: Steady as She Goes
Here’s why retired Canadians can trust they will continue receiving their Old Age Security (OAS) cheques, even with countless economic challenges ahead.

Bank of Canada Raises Interest Rates Another 25 Basis Points
The target for the overnight rate is now 4.75%, with the with the Bank Rate at 5% and the deposit rate at 4.75%.

Why Ditching Active Funds is Boring and Maybe Dangerous
Passive funds with low fees have attracted trillions of dollars - but ditching active management may be a bad investment in the long run.

CP Rail: Stock of the Week
From worst to best: How Canadian Pacific rail turned their train business around.

5 Steps to a Minimalist Portfolio
A guide to building an effective, low-maintenance portfolio. Plus, some sample portfolio mixes to help you get started.

May 29

VIDEO: KGW Top Stories: Noon, Monday, Dec. 4, 2023
KGW News

The Great Canadian Buy and Hold Portfolio
Does the ‘do nothing’ portfolio work in Canada? Explore with Ian Tam using these 10 Canadian stocks.

Canadians: Your CPP and QPP Cheques Will Keep Coming
Why pension recipients in Canada shouldn’t worry about their payments - but there is a tipping point ahead for the government programs.

Canadian Dividends Grow 8.1% in Q1
And global dividends are set to rise 5% this year, according to Janus Henderson. 

Old Age Security: Steady as She Goes
Here’s why retired Canadians can trust they will continue receiving their Old Age Security (OAS) cheques, even with countless economic challenges ahead.

Air Canada: Stock of the Week
Canada’s flag carrier is trading at a discount as bookings take off.

Top Canadian Stock Gainers and Losers of May 2023
Blackberry, Shopify and Air Canada stocks jump, while Canopy Growth, Tilray and Nutrien stocks plunge.

These Catalysts Could Propel Apple Stock in the Coming Months
While rumours swirl about an Apple AR/VR headset, an increasing monetization of its user base sees more upside in Apple stock thanks to its platform of services. 

Why Index Funds and ETFs Are Good for Retirees
Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.

One in Three Amazon Shareholders Unhappy with Executive Pay Practices
32% of Amazon shareholders voted not to approve the company’s executive compensation in the “Say on Pay” proposal. Other proposals also earned high support.

3 Diversified ETFs That Favour Tech Stocks
Consider these diverse ETFs that favour technology companies.

May 22

Canadians: Your CPP and QPP Cheques Will Keep Coming
Why pension recipients in Canada shouldn’t worry about their payments - but there is a tipping point ahead for the government programs.

Old Age Security: Steady as She Goes
Here’s why retired Canadians can trust they will continue receiving their Old Age Security (OAS) cheques, even with countless economic challenges ahead.

Why Index Funds and ETFs Are Good for Retirees
Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.

Is it Better to Buy a Bond or a Bond Fund?
How the decision to buy bonds on your own comes down to cost, convenience, and skills according to Larry Siegel, Director of Research at the CFA Institute Research Foundation.

Are We Being Priced Out of Cars Now?
Like homes, cars are now out of reach of most buyers, the latest data shows.

Beware of These Fund Red Flags
There are many things to consider when picking a great fund to invest in, but knowing what to avoid is just as important.

3 Diversified ETFs That Favour Tech Stocks
Consider these diverse ETFs that favour technology companies.

Should I be Worried About The US Debt Ceiling Crisis?
Investors can look to history for lessons on what the political battle means for their portfolios and the markets.  

Don't Blindly Chase High Dividend Yield: The Risks With Generous Companies
For income seekers, stock-picking is about more than maximizing payouts. A high dividend yield can go hand in hand with unwanted risk.  

These Are Canada’s Only Gold-Rated Allocation ETFs
They’ve had a massive effect on Canada’s balanced ETF market, and they should continue to outperform other all-in-one.

May 15

VIDEO: ABC World News Tonight with David Muir Full Broadcast - Dec. 4, 2023
ABC News

Old Age Security: Steady as She Goes
Here’s why retired Canadians can trust they will continue receiving their Old Age Security (OAS) cheques, even with countless economic challenges ahead.

Is it Better to Buy a Bond or a Bond Fund?
How the decision to buy bonds on your own comes down to cost, convenience, and skills according to Larry Siegel, Director of Research at the CFA Institute Research Foundation.

A Cheap Growth Stock for 2023 and Beyond
This undervalued stock is a buy for its short-term resilience and long-term potential.

These Are Canada’s Only Gold-Rated Allocation ETFs
They’ve had a massive effect on Canada’s balanced ETF market, and they should continue to outperform other all-in-one.

10 Best U.S. Value Stocks to Buy for the Long Term
The stocks of these high-quality companies look cheap today.

3 Growth Stocks for Aggressive Investors to Buy and Hold
These undervalued smaller growth stocks hold promise over the long term.

Demographic Dividends: How Canadians Can Invest in India’s Growth
The world’s most populous country now has an economic edge – and these Canadian ETFs and mutual funds have exposure to the investment opportunities.

What’s Your Investment Personality: Loner, Follower, or Zombie?
Mindsets strongly affect investor decisions.

May 8

VIDEO: Hallie Jackson NOW - Dec. 4 | NBC News NOW
NBC News

3 Growth Stocks for Aggressive Investors to Buy and Hold
These undervalued smaller growth stocks hold promise over the long term.

Looking for a Strong 60/40 Balanced Fund?
Capital Group manages a great one for Canadian investors.

3 Dividend Stocks for May 2023
The dividend prospects of a utility, a bank, and a REIT.

Berkshire Hathaway: 5 Main Takeaways From the 2023 Annual Meeting
Here’s what you need to know.

10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.

The World is Awash With Debt, So How Do I Invest?
The next source of issues in financial markets is anyone's guess, but a focus on quality will allow you to sleep at night.

Is Alphabet Stock a Buy, a Sell, or Fairly Valued After Earnings?
With growing advertising revenue at Google and continued strength in the cloud business, here is what we think of Alphabet’s stock.

The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

May 1

VIDEO:

What Happens if a Company’s Stock Falls to Zero?
Here’s how you’ll be affected if a stock becomes worthless – and how to profit.

This Tech Stock Is a Buy Even After 60% Rally
The stock price of this high-quality company still looks cheap today.

For Dividend Investors, Time Pays
Dividends aren’t a magical source of returns, but they can offer an edge.

10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.

Costco: Stock of the Week
Is this Costco’s secret to lasting retail success?

Looking for a Strong 60/40 Balanced Fund?
Capital Group manages a great one for Canadian investors.

Morningstar's Updated Rating for ETFs and Mutual Funds in Canada
Morningstar Canada's Ian Tam explains how to use the new rating to find outperforming funds.

Now is When You Get Back into Corporate Bonds: Manager
Invesco’s Matt Brill says the end of rate hikes is near – and you should be rewarded for owning fixed income.

JPMorgan buys First Republic Bank - The Morningstar View
We think it's a good deal for JPMorgan at least.

The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

April 24

VIDEO:

3 Top Tech Stocks to Buy and Hold in 2023
These undervalued wide-moat stocks hold promise for long-term investors.

10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.

Why is Tesla Stock (Still) So Cheap?
Elon may be overcommitted but Tesla investors shouldn’t lose focus.

Glencore to Teck: 'It’s On'
With the coal separation stalled, Glencore is likely to return – and other bidders may emerge.

Microsoft Thwarted Over Activision Blizzard - the Morningstar View
After the UK Regulator's surprise intervention, we are lowering our conviction that the deal will be approved.

The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

3 Stocks with Strong Cash Flow
Take on stormy economic weather with companies focused on free cash flow.

These ‘High Endurance’ Managers Build a Portfolio They Can Keep
How StonePine puts together solid portfolios with very low turnover. 

Should You Save For Retirement or an Emergency First?
Retirement vs. Emergency Savings: How to prioritize in times of economic uncertainty. 

Browder: Putin Has Done More For Clean Energy Than Any Climate Activist
Hermitage Capital Management CEO and spirited Kremlin foe Bill Browder returns to the Morningstar studio to talk surprises, strategy, and that intelligence leak.

April 17

VIDEO:

What Are Market Bears Saying?
What do Michael Burry, Nasseem Taleb, Nouriel Roubini, and Jeremy Grantham think of the markets today?

10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.

The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

I Could Have Bought That Gucci Bag - Here's Why I Didn't
Personal finance expert Christine Benz says these luxuries in life are better than name brands.

Time to Go Both Defensive and Growth with Your Stock Picks: Manager
Bluewater’s Shah Khan argues that amidst inflation and looming recession, the focus for stock investors should be on strong companies that can thrive in challenging times.

8 Stocks for Impact-Minded ESG Investors
Yes, valuation and values can overlap; we see solid long-term opportunities in these stocks.

Where Buy-And-Hold Works
Abdulai Mohamed makes the case for StonePine’s time-tested approach.

The 10 Best U.S. Dividend Stocks
These undervalued stocks with reliable dividends are worth considering today.

What Does Sustainable Investing Mean for Canadian Fund Investors?
Regulators just made things clearer for ESG investors - which helped us find the top sustainable mutual funds and ETFs in Canada.

Loblaws Gets a New CEO: What to Know
With Galen Weston stepping back as chief executive, senior equity analyst Dan Wasiolek shares his thoughts on Loblaw stock now. 

April 10

VIDEO:

9 Cheap Local Stocks for Canadians to Invest In
These Canadian companies offer discounted shares for investors looking to boost their domestic exposure.

The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

Long-Term Growth Trends Canadians Can Invest In
Electric vehicle production, medical technology, and cybersecurity are expected to shine in 2023. 

10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.

Why You Shouldn’t Leave Your Cash in a Savings Account
Turns out, there is such a thing as having too much money saved. Here’s why you should get your cash to work for you – and it can’t do that in a savings account.

OSC Issues Cease Trade Order for Emerge ETFs
ETFs cease trading after financial statement deadline missed, auditor quit last November.

Battle of the Balanced Funds: Mawer vs. Manulife
How a bond sleeve made a meaningful difference between these two global allocation funds.

Is Meta Stock Still a Buy After Its Big Rally?
Facebook and Instagram Reels seen as growth drivers.

Teck Resources: Stock of the Week
Why Teck shareholders should hope for another offer like Glencore’s.

4 U.S. Energy Stocks With Fast-Growing Dividends
A record year of profits means U.S. energy companies are paying buckets of cash to investors.

April 3

VIDEO:

Battle of the Balanced Funds: Mawer vs. Manulife
How a bond sleeve made a meaningful difference between these two global allocation funds.

The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

How to Report Your Income from Dividends?
Make sure your income and transactions are properly reported on your tax return.

The Cheapest Moat-y Canadian Bank Stock Right Now
Turmoil in the financial sector has presented a buying opportunity for this well-known Canadian bank.

Budget 2023: Good for Homeowners, “Theatre” For New Buyers
The investor threat is gone, existing homeowners are safe(r) and housing affordability isn’t much better.

Why You Shouldn’t Leave Your Cash in a Savings Account
Turns out, there is such a thing as having too much money saved. Here’s why you should get your cash to work for you – and it can’t do that in a savings account.

Is the Worst Really Over for Bonds?
Franklin Bissett’s Tom O’Gorman argues that the fixed-income market may be bottoming but it’s time to be cautious about corporate bonds.

RBC: Stock of the Week
These businesses at RBC have been running countercyclical.

Do You Really Need $1.7 Million to Retire?
A recent poll says Canadians believe they need that much to retire – but your retirement number depends on your personal financial circumstances.

Fund Teams Face Off: BMO vs. TD vs. RBC
How do portfolio manager teams compare at these big Canadian banks?

March 20

VIDEO:

Will Canadian Banks Be Impacted by the Global Banking Crisis?
Market volatility continues for Canadian bank stocks, but funding is stable and unrealized losses appear manageable.

Fund Teams Face Off: BMO vs. TD vs. RBC
How do portfolio manager teams compare at these big Canadian banks?

Is it Time to Short Jim Cramer?
These new ETFs are putting money where Jim Cramer's mouth is - here's why you should treat it as entertainment.

Another Banking Crisis, Another Call to Buffett
Berkshire could inject capital into U.S. regional banks in exchange for high-coupon preferred stock and warrants to buy common stock. We don’t expect Berkshire to buy a bank.

Stock Slump Was Good Medicine: Manager
Mawer’s Grayson Witcher is on the lookout for well-managed and attractively priced companies amidst market uncertainty.

The Cheapest Moat-y Canadian Bank Stock Right Now
Turmoil in the financial sector has presented a buying opportunity for this well-known Canadian bank.

How Exposed Are Canadian Investors to Credit Suisse?
These are the problems the Swiss bank is facing, how Canadian banks differ, and how much Credit Suisse stock we're holding.

Lowering First Republic Stock’s Fair Value Estimate as Depositors Flee
It's unlikely that First Republic Bank remains profitable, and stock holders could get wiped out.

Canada’s Cheapest (But Well-Rated) ETFs
Cheaper isn’t always better, but it helps.

The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

March 06

VIDEO:

3 Canadian Female Portfolio Managers to Invest with Now
These fabulous female managers are worth your money.

Do You Really Need $1.7 Million to Retire?
A recent poll says Canadians believe they need that much to retire – but your retirement number depends on your personal financial circumstances.

What Should You Buy in Your Portfolio Right Now?
Bonds are attractive again, thematic investing is difficult, and ESG is here to stay, the Morningstar Executive Forum is told.

CIBC: Stock of the Week
Why CIBC and other Canadian banks could be in transition this year – and not in a good way.

The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

Canadians: Don’t Rush To Buy a House
A few key factors need to settle down before you decide to buy a new home.

Fund Spy: Go for the Known with Low Fees
These mutual funds are consistent, efficient, and cheap. Like 0.35% MER cheap!

More Canadian CEOs Named Michael Than Women CEOs: Report
Equileap’s latest report shows that only 28 companies globally have closed the gender pay gap, and just 18 have achieved gender balance at all levels.

Want to Invest Successfully? Stop Trying to Make Sense of It
Narratives are important in investing, but we may not be doing ourselves any favours in clinging to misleading impressions.

Bank of Canada Pauses, Leaves Rates Unchanged
After eight straight hikes, the Bank left the overnight rate at 4.5% and is continuing its policy of quantitative tightening.

February 27

VIDEO:

Canadians: Don’t Rush To Buy a House
A few key factors need to settle down before you decide to buy a new home.

The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

Rate Hikes May Have Gone Too Far – And Bonds Don’t Look Bad
Corporate bonds continue to be attractive as CIBC’s Patrick O’Toole hands the baton to Adam Ditkofsky.

10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.

How to Find Canadian ETFs for Income
Consider a screen for consistent distributions from ETFs and DIY Mutual Funds.

Why You Shouldn’t Leave Your Cash in a Savings Account
Turns out, there is such a thing as having too much money saved. Here’s why you should get your cash to work for you – and it can’t do that in a savings account.  

Which Canadian Bank Stocks Will Raise Dividends in 2023?
Morningstar analyst Eric Compton talks about the risks facing Canadian banks in 2023, and tells us his favourite picks.

Do You Really Need $1.7 Million to Retire?
A recent poll says Canadians believe they need that much to retire – but your retirement number depends on your personal financial circumstances.

AGF Global Select: A Rare Fit in Any Environment
This strategy has demonstrated its ability to be nimble and capitalize on market trends. 

10 Most Popular Canadian Mutual Funds in 2022
Balanced, income and dividend funds continue to dominate, and only one fund earns the coveted ‘Gold’ rating.

February 6

VIDEO:

3 Great Canadian ETFs for 2023 - And Beyond
The best options for investors right now are diversified funds that manage knowable risks and stand to outperform in the long run, irrespective of what comes next.

Are (Canadian) Dividend Funds All That?
Dividend funds for Canucks: We look at mutual funds from across five dimensions to see if they’re all what they're cracked up to be.

10 Stocks for a Recession
These undervalued stocks come from high-quality companies in defensive sectors.

Is the S&P 500 the Best Way to Play the U.S. Market?
The index is broad, and diversified, but it has its quirks, including not allowing Tesla in till 2020.

3 Dividend Stocks for February 2023
A look at three dividend payers with wide or narrow Morningstar Economic Moat Ratings.

Fund Spy: BMO Balanced ETF vs. BMO Retirement Balanced Fund
Which of the two holds up over the long term?

10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.

Why Healthcare Stocks Have Been Beating the Market
Harvest Portfolio’s Paul MacDonald remains upbeat about healthcare and pharmaceutical stocks in this ETF after a positive 2022.

What Will Energy Stocks Do in 2023?
Could oil and energy stocks replicate their winning streak in 2023? Unlikely.

Netflix: Stock of the Week
The great password crackdown is upon us. What does that mean for investors?

January 30

VIDEO:

More to Funds than Fees: Keep an Eye out for these Attributes
Apart from fees, what considerations should investors keep in mind when picking a fund or ETF? 

Why is BlackBerry Stock so Cheap?
BlackBerry’s car business growth is overtaking cybersecurity

Experts Forecast Stock and Bond Returns: 2023 Edition
Thanks to higher yields and lower equity valuations, return assumptions for non-U.S. equities are the highest they’ve been in years.

10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.

3 Great Canadian ETFs for 2023 - And Beyond
The best options for investors right now are diversified funds that manage knowable risks and stand to outperform in the long run, irrespective of what comes next.

10 Cheap Stocks With Wide Moats and Low ESG Risk
For sustainable investors, explore opportunities in GSK, Guidewire, Disney, TSMC, and more.

Which Canadian Bank Stocks Will Raise Dividends in 2023?
Morningstar analyst Eric Compton talks about the risks facing Canadian banks in 2023, and tells us his favourite picks.

GICs vs. Bonds: Which Should You Invest In?
Which fixed-income option is best for you? The answer isn’t always straightforward.

11 Undervalued Defensive Stocks for 2023
Veeva, Clorox, and Kellogg are among the defensive stocks trading below our analysts’ fair value estimates.

10 Most Popular Canadian Mutual Funds in 2022
Balanced, income and dividend funds continue to dominate, and only one fund earns the coveted ‘Gold’ rating.

January 23

VIDEO:

3 Great Canadian ETFs for 2023 - And Beyond
The best options for investors right now are diversified funds that manage knowable risks and stand to outperform in the long run, irrespective of what comes next.

The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments today.

BCE: Stock of the Week
Guess what Bell’s biggest business is.

Air Canada: Stock of the Week
How will our airline finally make its comeback?

10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.

How to Find Canadian ETFs for Income
Consider a screen for consistent distributions from ETFs and DIY Mutual Funds.

We’re Not in For Another Negative Year: Bond Manager
RBC’s Dagmara Fijalkowski anticipates brighter fixed-income prospects in 2023.

Europe vs China: The Scramble for LNG
Europe's sharply increased reliance on LNG has put it in direct competition with post-lockdown China.

10 Top Performing Canadian ETFs in 2022
The energy sector dominated, but these winning products differ in important ways.

Which Canadian Bank Stocks Will Raise Dividends in 2023?
Morningstar analyst Eric Compton talks about the risks facing Canadian banks in 2023, and tells us his favourite picks.

January 16

VIDEO:

What Canadian Dividends are Likely to be Cut?
Not so fast shooter, look beyond the enticingly high yields to avoid nasty surprises. 

Two Dividend Stock Picks for 2023
Bristol Gates' Achilleas Taxildaris likes two dividend growers - one from Canada, and one from the U.S.

3 Great U.S.-listed ETFs for Your RRSP in 2023
Investors don’t have to give up long-term performance to manage current risks, and they should always be tax-savvy.

7 Ways Investors in their 70s Can Prepare for 2023
If you’re in your 70s and rely on your investments for your cashflow needs, here’s what you should do to get ahead in 2023.

Which Canadian Bank Stocks Will Raise Dividends in 2023?
Morningstar analyst Eric Compton talks about the risks facing Canadian banks in 2023, and tells us his favourite picks.

Mawer Global Equity is a Fund for the Long-Term
Mawer Investment Management’s Culture of Risk Management Pays Off with Gold-Rated Mawer Global Equity Fund

Amazon Asked by Investors to Explain Working Conditions
The same proposal earned over 40% support in a 2022 annual meeting, or more than half the independent vote.

The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments today. 

10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.

Restaurant Brands International: Stock of the Week
How Tim’s is taking on ‘faster food’.

2022

VIDEO:

December 12

VIDEO:

What’s a Safe Withdrawal Rate Today?
Christine Benz and John Rekenthaler examine what declining stock and bond prices and higher inflation mean for retirement income in the U.S.

Why You Shouldn’t Leave Your Cash in a Savings Account
Turns out, there is such a thing as having too much money saved. Here’s why you should get your cash to work for you – and it can’t do that in a savings account.  

Enbridge: Stock of the Week
If you can’t beat inflation, consider joining it.

The Investor’s Guide to Year-End Tax Savings
Strategies for Canadians can involve TFSAs, RRSPs, and capital gains/losses.

12 Lessons on Money (And Life) From Buffett and Munger
Two of the world's most successful investors have some wisdom for you, and it's not just about where you put your money.

3 Warren Buffett Stocks to Buy
These undervalued stocks are among Berkshire Hathaway’s recent purchases.

Are Stocks Cheap or Expensive Right Now?
Nearly three-quarters of Canadian stocks in our coverage universe are on deep discounts.

A Possible Turning Point in the Struggle to Tame Inflation in 2023
U.S. Economic Outlook: Despite the risk of a recession in the first half of the year, we expect economic growth to rebound sharply afterwards.

The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.

Why 2023 Could Be the Year of the Pivot
Equity markets will probably gyrate around hope and despair phases, driven mostly by valuation multiples while earnings will be revised down… until they no longer are.

November 28

VIDEO:

End of Interest Rate Hikes is Near: Bond Manager
Manulife’s Chris Chapman argues that the Bank of Canada must be seeing the impact of its interest rate policies by now.

14 Undervalued Stocks Gaining in the Bear Market
Yum China, Kellogg, and AstraZeneca among those that remained cheap even after a bear market rally.

Canadian Housing Is Going Through a Welcome Adjustment
Declining home prices have been painful for households in Canada, but it’s necessary, healthy and prices will probably hold, experts say.

These 3 Shopping Stocks Could be Holiday Winners
After blockbuster Black Friday sales figures, these retailers are well positioned for the winter shopping season.

What Does the RBC-HSBC Deal Mean For You?
The impact on RBC stock is neutral, but this move is not good news for customers' banking services and fees. 

Are U.S. Dividend Stocks a Good Investment Today?
How U.S. dividend stocks have performed in 2022’s bear market and their prospects in a recession. 

RBC to Acquire HSBC Canada
We see good cost cuts and some client-retention risks.

Are Growth Stocks Worth a Look in 2023?
The signs are promising.

The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.

The Bucket Approach to Building a Retirement Portfolio
A diversified portfolio with various time frames can help you meet your income needs during retirement.

November 21

VIDEO:

BMO Gets on the ARKK
What we make of BMO's new ARK Invest funds - and Cathie Wood's underlying strategy - with Morningstar Canada's Director of Manager Research.

Tesla: Stock of the Week
Why Elon Musk’s car company looks cheap amidst the Twitter drama.

The FTX Implosion Isn't The End of Crypto
Why the technology and its biggest fans aren't going anywhere.

The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.

5 Undervalued Stocks That Crushed Q3 2022 Earnings
GSK and Polaris among the undervalued stocks that posted solid third-quarter results.

How Twitter Stock Investors Got Lucky
3 Lessons for investors from Elon Musk’s bid and the Twitter soap opera.

Time to Lean Back into Tech: Manager
Heavily sold-off tech, consumer discretionary and industrial stocks have the potential to pivot and outperform defensives, says medalist equity fund manager.

Canadian Banks Score Poorly on Net Zero Transition
Earlier this week, Investors for Paris Compliance released a report that found that while none of the big six Canadian banks are on track to net zero, some are better than others.

GICs vs. Bonds: Which Should You Invest In?
Which fixed-income option is best for you? The answer isn’t always straightforward.

How to Handle Your Mortgage When Rates Rise
What should you do with your mortgage in a rising interest rate environment? Jason Health at Objective Financial Partners shares some strategies.

October 17

VIDEO:

How to Make Your Cash Work Harder as Interest Rates Rise
Christine Benz has some ideas on where your cash should go. And where not to go

10 Stocks for a Recession
These undervalued stocks come from high-quality companies in defensive sectors.

The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.

End of the Rate Hike Cycle in Sight: Manager
PenderFund’s fixed income specialist argues central bank tightening nears an end and the prospects for high-yield bonds are improving.

Why is Loblaw Stock so Expensive?
The No-Name price freeze probably signals a needed price hike.

The 5 Best Financial Innovations—Ever
No, crypto does not make the cut.

Rakuten: Stock of the Week
How the king of cash back became the top e-commerce company in Japan.

What Is Capitulation?
Simply put - it's trying to time the exact bottom of the market. Almost impossible in practice. 

Will the 60/40 Portfolio Start to Work Again?
The jury is out on whether rising bond yields could turn the tides back in favour of the popular diversification strategy.

Brace for Hikes on the Horizon: Manager
CI’s Drummond Brodeur reckons that a defensive posture is needed as restrictive central bank interest rate policy persists.

October 10

VIDEO:

Why the Nasdaq Isn't a Particularly Good Investment
The NASDAQ 100 index only includes companies that trade on the NASDAQ - which is great for the index provider, but not for you, the investor. 

The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.

23 Canadian Stocks Get New Uncertainty Ratings
We’ve lowered the Morningstar Uncertainty Rating for nearly all of the 23 Canadian stocks that are getting their ratings changed.

Why is Alphabet Stock so Cheap?
Even in a recession, you wouldn’t cancel your Google Drive

Why Are Fears of a New Financial Crisis Growing?
`Tremors’ in the markets have some concerned, but investors are cautioned against overreacting.

What in the World is Happening in the UK?
As the PM fights for her political life, Finance Minister Kwasi Kwarteng becomes the fall guy, getting fired in just 37 days.

The Best Canadian Bank Stocks to Buy in 2022
Right now, most of the Canadian banks in our coverage universe are undervalued.

Which Canadian Asset Managers Walk the Talk on Climate Action?
Top pension funds support sustainability more than fund managers.

Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations
Renewable energy continues to be a long-term boon for the sector.

ESG as Process Versus ESG as Product
Understanding the difference can help clear up confusion around ESG investing.

October 3

VIDEO:

Why is Credit Suisse Under Pressure?
Swiss bank's shares are under pressure and the price of insuring its debt has rocketed. The bank's senior executives are insisting that it has a strong capital position.

Nasdaq 2022: Is History Repeating Itself?
When the last tech bubble imploded, the Nasdaq index lost almost 80% over two years. Could the same thing be happening?

The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.

Q3 2022 US Market Performance in 8 Charts
Bonds again offer no safe harbor as stocks make a round trip in the bear market.

What's Next for the Stock Market?
Stocks are well into undervalued territory, against a backdrop of high inflation and weak economic growth.

The World’s Cheapest Tech Stocks
Morningstar believes these companies are trading below their fair values.

The Risks and Rewards of ETF Investing
FT Alphaville editor, Robin Wigglesworth, shares his experiences in writing a book on exchange traded funds.

Buying When Markets Fall – Another Lesson from Warren Buffett
This is a counterintuitive move, but yet a logical one.  

September 12

VIDEO:

Why is Rogers Stock so Cheap?
The business has bounced back much faster than sentiment.

The Best Canadian Bank Stocks to Buy in 2022
Right now, most of the Canadian banks in our coverage universe are undervalued.

NVIDIA: Stock of the Week
Why crypto and graphics cards are breaking up – and they’re both better for it.

Defenders of ESG Go on the Offensive
Plus, a trip to Bizarro ESG World.

Best Cannabis Stocks for 2022
Make the most of the bear market by considering these cannabis companies trading at deep discounts.

Which Inflation Hedges Have Worked?
We found several winners — and a lot more losers.

August 15

VIDEO:

The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.

3 Dividend Stocks for August 2022
These names are popular with income investors. 

Why the Quant Theory of Money May Be Wrong
In the second part of Paul Kaplan’s interview with Larry Siegel, the two discuss the theory that says that inflation occurs when the supply of money grows faster than the price-adjusted demand for money - and why it might be wrong.

The Best Canadian Bank Stocks to Buy in 2022
Right now, most of the Canadian banks in our coverage universe are undervalued.

Anti-ESG Proxy 'Explosion' Ends With a Whimper, Not a Bang
Though anti-ESG shareholder proposals received much attention, they garnered little support if any.

Selling Your Cottage? Watch the Taxes
If you’re thinking of cashing out your rural real estate, save money with these tax tips.

Best Cannabis Stocks for 2022
Make the most of the bear market by considering these cannabis companies trading at deep discounts.

Four Fidelity Funds Earn Medalist Morningstar Analyst Ratings
Fidelity Special Situations, Fidelity Canadian Growth, Fidelity Global Innovators, and Fidelity Canadian Opportunities all earn either Silver or Bronze Ratings.

Three Stocks to Benefit from the U.S. Climate Bill
The US$369 Bn climate spending bill will support clean energy initiatives and lower carbon pollution – and these companies will benefit.

Stock of the Week: Berkshire Hathaway
The earnings loss distracts, and we think the stock is undervalued right now.  

August 1

VIDEO:

The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.

The Best Canadian Bank Stocks to Buy in 2022
Right now, most of the Canadian banks in our coverage universe are undervalued.

Why is AMTD Digital Stock Up 21,000%?
The AMTD Digital stock has shot the lights out since its IPO in July. But why? Short answer - no one knows.

Should You Rush to Pay Down Your Mortgage?
Why reducing the debt on your home isn’t necessarily the right idea.

Stock of the Week: Nio
How the Chinese rival to Tesla is charging ahead.

How taxes on dividends differ
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits.

What's Your Personal Inflation Rate? Use This Spreadsheet to Find Out
Use our spreadsheet to calculate your personal rate of inflation.

Will the Fed Cut Rates in 2023?
This is why rates could start going the other way next year.

Is India the Anti-China?
Having made the quantum leap to becoming an urban service economy, this is how India is retracing its steps to best China in manufacturing. 

Resources Should be Resilient in a Recession: Manager
Mother Nature only makes so much of these metals soon to be in demand again, says CI’s Curtis Gillis.

July 25

VIDEO:

Stock of the Week: BlackBerry
Why this reformed meme stock is now undervalued.

The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.

The Best Canadian Bank Stocks to Buy in 2022
Right now, most of the Canadian banks in our coverage universe are undervalued.

Green Light to Buy Value Stocks: Manager
This Canadian fund manager is beating the downturn in stocks by finding market "dislocations".

Why This Oil Price Decline Is Not Built to Last
'The sanctions haven’t even hit’ and other reasons this gold-medalist energy fund manager is upbeat about the outlook for energy stocks.

Bell vs Rogers Stock: Which Is the Better Buy Now?
Both companies are Canadian telecom giants, but one stock is more attractive than the other today.

Should You Rush to Pay Down Your Mortgage?
Why reducing the debt on your home isn’t necessarily the right idea.

These U.S. Banks Are Set to Benefit from Rising Rates
The interest rate opportunities may not be priced into these stocks.

3 Stocks That Are Good Inflation Investments
Go for pricing power with these companies to help protect against an economy of rising costs.

The Canadian Stock Market Remains Half Domestic and Half International
Globally, markets are becoming more interconnected.

July 11

VIDEO:

The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.

The Best Canadian Bank Stocks to Buy in 2022
Right now, most of the Canadian banks in our coverage universe are undervalued.

6 Things To Know About Stock Market Crashes and Downturns
The regularity of market crashes and declines is a reminder that patience is key to investing in equity markets.

The Big 3 Telecom CompaniesFor investors greater profitability makes wireless players more attractive investment prospects

When Are Dividends Bad?
There are two scenarios – one each for income and growth investors – in which dividends might not be the best idea.

Might Be Time to Re-Risk: Manager
Why Mackenzie’s Tim Johal is casting a wider net after the equity correction for his Canadian dividend mandate.

Watch For These Themes When Canadian Markets Decline
Lessons from the past on stock behaviour up North to help navigate the future, with Morningstar Canada's Director of Research, Paul Kaplan. 

4 Stocks to Avoid
Don’t buy these hard-hit stocks. They still look overpriced to us.

5 Reasons Why the Supply Chain is Improving
While the situation is much better than in 2021, it just doesn't feel like that at the moment.

Why is Berkshire so Cheap?
The dry powder’s being put to use.

June 20

VIDEO:

What Does Shopify’s Stock Split Mean for Investors?
The e-commerce company’s shares will have a fair value estimate of US$45 following the planned 10-1 split.

The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments today.

Exciting Time to Be a Canadian Value Investor
Brandes manager has started seeing opportunity in energy, and owns no banks.

The Morningstar Rating for Stocks
The Morningstar Rating for stocks can help investors uncover stocks that are truly undervalued, cutting through the market noise.

8 Undervalued Electric Vehicle Stocks
Don’t bother with Tesla—BorgWarner, Sensata, and other companies throughout the EV supply chain are trading at discounts and looking good for the planet.

Wage Inflation Spiral: Playing with Fire
Wages are increasing everywhere, sometimes alarmingly. A salary spiral has not yet set in, but an economist thinks it might.

US Stocks Are Trading at a Rarely-Seen Discount
Even with the market's bounce, the selloff provides a chance to invest in significantly undervalued stocks.

Is China a Hedge Against a U.S. Recession?
Multi-asset portfolio managers advise turning to Asia as a diversifier.

The Cheapest Stocks in Canada Right Now
Of the 64 stocks in our coverage universe, these are the cheapest, trading at 30% discount to our fair value estimates.

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

June 6

VIDEO:

What Does Amazon’s Stock Split Mean for Investors?
Amazon’s stock will have a fair value estimate of US$192.50 per share following 20-1 split.

What to Make of the Recession Talk
Why a downturn's not a foregone conclusion, and what that means for investors today, with Morningstar Canada's head of investment management, Michael Keaveney.

6 High-Quality, Undervalued Semiconductor Stocks
Taiwan Semiconductor, Nvidia, and other chipmakers have been hit by supply-chain woes, but their stocks are at their cheapest in many years.

Liberal Tax on REITs Would be a Mistake
Changes in the tax treatment of Real Estate Investment Trusts to improve rent affordability could make the problem worse, experts say.

Stock of the Week: Best Buy
Why they're not only surviving, but stronger.

Intrinsic Value Holding Its Own
With Joel Tillinghast retiring as portfolio manager, Fidelity's equity team points to these opportunities for continued outperformance in global small and mid-caps.

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

The Role of Family and Friends in Investing Decisions
Why it's important to involve families in financial planning.

Where Does the Supply Chain Crisis Stand Now?
There are signs the tide may be turning even as challenges continue in some sectors.

3 Best Solar Stocks to Consider Right Now
These companies are plugged into the global energy pivot.

May 16

VIDEO:

4 Canadian High-Yield Dividend Stocks to Avoid
These stocks have juicy yields – but these dividends might not be sustainable.

The Four Horsemen of Investing
Corral these risks to improve the odds of investment success.

Stock of the Week: Shopify
Has peak e-commerce already passed?

Apple Versus Microsoft: Only One is The Better Buy
They're both computing giants, and they both have a diversified range of products and services, but only one is the better buy right now, so which is it?

9 Cheap Moat-y Canadian Stocks
These undervalued names from up North have a sustainable competitive advantage - and they're on a discount.

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

Three Consumer Stocks to Consider in Shaky Markets
These businesses operate in sectors that are relatively steady in times of economic uncertainty.

How Much Cash Should You Have on Hand Today?
Enough for an emergency fund, but some investors should set aside even more cash. Here's why.

Emerging Markets Could Be Bottoming: Manager
This medalist fund from RBC is making the most of EM investors in “despair” as discounts relative to developed markets widen.

Hate the Sin, Love the Stock: Investors’ ESG Exclusions Leave Opportunities
Undervalued shares include AB InBev, Boston Beer, Imperial Brands, and Roblox.

May 2

VIDEO:

Is Loblaw's Connected to Forced Uyghur Labour?
Tainted goods are still coming, say shareholders, and they want better audits. The matter goes to vote this Thursday, May 5th. 

Stock of the Week: Netflix
Password sharing doesn’t seem to be the problem.

Have Growth Stocks Bottomed?
They are off to their worst start in since forever. 

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

Bond Markets: The Genie is Out The Bottle
It’s been a horrendous time for fixed income investors, and those without experience of previous bear markets are feeling the pain the most

Buy or Sell? What Should Investors Do?
Investors are confronted with strong signals to buy and sell – at the same time.

Inflation Fears are Overdone: Manager
This five-star fixed income strategy can benefit from rising rates anyway.

Google Parent Announces 20-for-1 Stock Split
Companies like to play with the price of their stocks sometimes…here’s why and what you should know.

10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.

Reminder: Don’t Sell in May and Go Away
Simply staying invested in the index affords an investor a vastly larger amount of wealth.

April 11

VIDEO:

Canadians: Unbundle Your Investment Fees
Why we got a below-average grade on mutual fund fees - and what you can do about it.

Canada’s New Tax on Banks
Can bank stocks afford the federal budget’s fee?

4 Dangerous Assumptions That Could Hurt Your Retirement Plan
By the time retirement savers realize the error of their ways, it may be too late.     

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

Shopify Plans 10-for-1 Stock Split
Companies like to play with the price of their stocks sometimes…here’s why and what you should know.

10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.

Forced Labour in China: Where Pro-ESG and Anti-ESG Groups Meet
Both pro- and -anti-ESG shareholder proposals filed by investors seem to agree on the issue of forced labour in China.

The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.

Does the Shopify CEO Have All the Answers?
'Founder share' announcement raises concerns that Shopify's board has bought into concept of superstar CEO.

What the Budget’s Bringing First-Time Homebuyers
Navigate the new incentives and enhancements to old programs available to Canadians.

April 4

VIDEO:

4 Dangerous Assumptions That Could Hurt Your Retirement Plan
By the time retirement savers realize the error of their ways, it may be too late.     

10 Undervalued Wide-Moat Stocks
The cheapest names in the Morningstar Wide Moat Focus Index--plus stocks the index has recently added and dropped.

Budget 2022: Key Highlights
A Federal tax on banks and insurers, credits for carbon capture, electric vehicle subsidies, a first-time home buyer TFSA and more for Canadian investors to watch out for.

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.

The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.

How Long Will the Shortages Last?
While some shortages might recede, others are intensifying.

Where Are Safe Havens for Investors?
Whether it’s the war in Ukraine, inflation, or rate hikes and quantitative tightening, investors are spooked.

3 Stocks Plugged into Crypto Trends
Meet the publicly-listed companies cashing in on cryptocurrency demand.

Dangerous Canadian Stocks to Avoid
This April 1st, don't pull a prank on your portfolio with these silly stocks.

March 28

VIDEO:

The Rise of Anti-ESG Shareholder Proposals
These proposals, though few, are increasing and contribute noise to analyses of ESG voting.

The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.

Dangerous Canadian Stocks to Avoid
This April 1st, don't pull a prank on your portfolio with these silly stocks.

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.

Can’t Afford a House? Blame a Lack of Supply
It’s not just in Canada, house prices across the world are shooting up.

How to Handle Your Taxes as a Couple
Whether you’ve tied the knot or not, you’ll be making it official come tax time – here’s what to know.

Stock of the Week: CP Rail
Why the strike wasn’t meant to last.

What’s an NFT and Should I Care?
Digital images are worth more than a thousand words. In fact, they could be worth millions. Or nothing.

What is a 'Yield Curve Inversion'? Should I Worry?
Here’s why this important bond market indicator is flashing a warning sign.

March 21

VIDEO:

The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

8 Stocks That Are High in Quality, Cheap in Price
As the market stays in correction territory, high-quality undervalued stocks including Biogen and Salesforce look poised to gain.

10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.

Interest Rates: How High is Too High?
What’s the tipping point when interest rate increases start to hurt?

Is the 4% Rule Dead?
Morningstar researchers find that a 3.3% withdrawal rate is a good starting point – but it won’t work for everyone.

Stock of the Week: Wayfair
This is what happens when malls re-open.

Top Mutual Funds to Consider for an RRSP
It’s that time of the year again.

10 Top Performing Canadian Stocks in 2021
Of all the companies in our coverage universe, these made the most of a weird/good year.

March 14

VIDEO:

Canadian Debt Funds With Russia Exposure
Canadian bond investors are not immune to direct and peripheral impacts of a Russian default.

The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.

Is Shopify Finally Cheap?
Life after lockdown doesn’t look so bad.

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

What to Do When Mutual Funds Close?
Thematic funds are more likely to shutter. If you pick a high-quality manager with a proven track record, you should be fine.

10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.

Stock of the Week: RBC
Can you beat Canadian banks right now?

Is the 4% Rule Dead?
Morningstar researchers find that a 3.3% withdrawal rate is a good starting point – but it won’t work for everyone.

Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.

How to Handle Your Investments Come Tax Time
And make the most of tax breaks by double-checking these essentials.

March 07

VIDEO:

Amazon Announces 20-for-1 Stock Split
Companies like to play with the price of their stocks sometimes…here’s why and what you should know.

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.

10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.

Russia-Ukraine: What Should Canadian Investors Do?
The short-term is rocky, but the initial market drop usually recovers in one to six months.

Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.

Canadian Mutual Fund Managers Are Overwhelmingly Men
For every 7 men, there's only one woman at the helm.

Buy or Rent? Retire Now? Lower Your Mortgage?
When considering the BIG financial decisions, sometimes it's more effective to focus on the 'Personal' and less on the 'Finance' aspects of personal finance. 

February 28

VIDEO:

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

The Most Over- and Undersold Benefits of ETFs
A closer look at some of the most heralded and overlooked features of this investment wrapper.

How to Inflation-Proof Your Portfolio
Here are some ways to hedge inflation risks. Plus one on which we don’t have any idea: the cryptocurrencies.

Your RRSP Beneficiary Designations May Be a Problem
Make sure you didn't make these mistakes on your account forms.

The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.

10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.

Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.

No, Your TFSA Still Isn’t For Saving
This is why you’re missing out if you’re only holding cash.

February 21

VIDEO:

Your RRSP Beneficiary Designations May Be a Problem
Make sure you didn't make these mistakes on your account forms.

Canadian Mutual Funds with Russia Exposure
As Ukraine is engulfed by a Russian attack, here are the Canadian funds with the most Russian exposure.

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

Canadian Banks to Profit from Rising Rates
For these three banks, interest rate hikes are an opportunity.

Great ETFs to Consider for your RRSP
These balanced funds are a good place to start your research.

10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.

Top Mutual Funds to Consider for an RRSP
It’s that time of the year again.

Tesla vs. Google: Which Should You Buy?
Both may be mega-cap growth stocks, but only one is undervalued today.

The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.

Stock of the Week: Telus
Why most opportunities here aren’t in wireless.

February 14

VIDEO:

Top Mutual Funds to Consider for an RRSP
It’s that time of the year again.

Great ETFs to Consider for your RRSP
These balanced funds are a good place to start your research.

7 Undervalued Stocks with Dividends for Retirees
These income names are all trading at double-digit discounts.

10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

Do You Need Crypto in Your Retirement Portfolio?
There's a lot to think about with this wild card - if you can even call it that.

Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.

The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.

How to Make a Million Dollar RRSP
Though it may seem like an insurmountable amount to accumulate, getting there may be easier than you expect.

10 Top Performing Canadian Stocks in 2021
Of all the companies in our coverage universe, these made the most of a weird/good year.

February 07

VIDEO:

Why is Air Canada so Cheap?
Learn how the airline makes money while flights are grounded.

10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.

10 Top Performing Canadian Stocks in 2021
Of all the companies in our coverage universe, these made the most of a weird/good year.

Still Money to be Made in Canadian Real Estate
1832 Asset Management’s Tom Dicker is being selective in the real estate space 

Stock of the Week: Shopify
Still on top.

The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.

Russia, Ukraine and Oil Prices
Morningstar oil analysts look at the likely effects of a Russian invasion of Ukraine on crude prices and what history tells us.

Are You Ready For ESG?
Don't wait for your funds to catch up. Morningstar Canada's Director of Manager Research, Danielle LeClair has some tips for when you're ready to swap.

January 31

VIDEO:

Google Parent Announces 20-for-1 Stock Split
Companies like to play with the price of their stocks sometimes…here’s why and what you should know.

The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.

4 TFSA Mistakes to Avoid
Financial Planner Adam Bornn tells us how these easy-to-make mistakes are costing investors big-time bucks.

5 Ways to Save Tax in 2022
Wrapping your head around tax planning now can help you save taxes when you file your 2022 return a year from now.

10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.

10 Top Performing Canadian Stocks in 2021
Of all the companies in our coverage universe, these made the most of a weird/good year.

3 Stocks to Consider When Rates Rise
Stocks in utilities and telecom tend to underperform when interest rates spike

3 Canadian ETF Trends to Watch in 2022
These types of funds caught the attention of retail investors and broke records last year, National Bank research finds.

 

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January 24

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The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.

10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.

4 TFSA Mistakes to Avoid
Financial Planner Adam Bornn tells us how these easy-to-make mistakes are costing investors big-time bucks.

Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.

10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.

10 Top Performing Canadian Stocks in 2021
Of all the companies in our coverage universe, these made the most of a weird/good year.

3 Canadian ETF Trends to Watch in 2022
These types of funds caught the attention of retail investors and broke records last year, National Bank research finds.

DIY Portfolios vs. All-in-One ETFs
All-in-One ETF products are a great deal for do-it-yourself investors who lack the knowledge, skill or discipline to build a portfolio from scratch.

January 17

VIDEO:

Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.

Buying a Condo in Florida?
Six important considerations when buying a snowbird property stateside.

DIY Portfolios vs. All-in-One ETFs
All-in-One ETF products are a great deal for do-it-yourself investors who lack the knowledge, skill or discipline to build a portfolio from scratch.

Will Cannabis Stocks Revive in 2022?
There's plenty of opportunity for these stocks.

Buying a Condo in Florida?
Six important considerations when buying a snowbird property stateside.

Are NFTs Hurting the Environment?
Why paying for the digital art is polluting

January 10

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December 6

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Is 3.3% the New 4.0%?
Recent Morningstar research shows that the 4% standard for in-retirement withdrawals may be a bit too aggressive.

ETFs to Consider for Your RRSP
Wondering where to invest? Start your research here!

November 29

VIDEO:

3 Warren Buffett Stocks on Sale
These undervalued stocks are among the holdings in Berkshire Hathaway today.

Are NFTs Hurting the Environment?
Why paying for the digital art is polluting

Canadian Banks and Energy Cheaper Than Pre-Pandemic?
Why TD’s Doug Warwick remains bullish on dividend growth stocks.

What’s the Cost of Buying Good ESG Companies?
We've found investors are paying too much for good ESG companies and too little for bad ESG companies. Here's how to overcome that.

Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?

6 Canadian Stocks on Sale this Black Friday
All of these stocks are four- or five-star buys.

November 22

VIDEO:

Is 3.3% the New 4.0%?
Recent Morningstar research shows that the 4% standard for in-retirement withdrawals may be a bit too aggressive.

Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?

November 15

VIDEO:

What's a Safe Retirement Spending Rate for the Decades Ahead?
Simple tweaks can have an appreciable impact on your withdrawal rate.

Are NFTs Hurting the Environment?
Why paying for the digital art is polluting

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

 

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November 8

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October 25

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October 18

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10 Cheapest Canadian Stocks
These companies are the most undervalued right now but fair warning, they have earned their uncertainty ratings.

How Much to Pay for a Great Company?
So you found a great company. How much is it worth? Here’s some basic principles and tools that can help you find out.

ESG Funds See Muted Q3 Growth
Sustainable funds and ETFs topped $28.2 billion, representing a quarter-over-quarter growth rate of 7% and a year-over-year growth rate of 143%.

October 11

VIDEO:

Companies to Watch in the Electric Vehicle Supply Chain
Automakers aren’t the only ones poised to benefit from EV growth.

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

Global Alpha’s in Small Caps
Gold medallist fund manager sees a light at the end of the tunnel for these small businesses.

Which Canadian Bank Could Raise Dividends the Most?
Morningstar analyst Eric Compton thinks dividends could rise this year - but which bank could raise the most?

September 20

VIDEO:

Top Sustainable ETFs to Consider
Here’s a list of Canadian ETFs for investors who want to invest in a sustainable way.

Do You Really Need to Save That Much for Retirement?
We take a closer look at popular retirement savings estimates.

Are NFTs Hurting the Environment?
Why paying for the digital art is polluting

September 13

VIDEO:

Retirement Planning When You Have Enough
Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.

Do You Really Need to Save That Much for Retirement?
We take a closer look at popular retirement savings estimates.

7 Stocks to Buy on a Dip
These wide-moat, low-uncertainty names may be fairly valued today, but they should be on quality seekers’ watchlists.

September 06

VIDEO:

Are NFTs Hurting the Environment?
Why paying for the digital art is polluting

August 16

VIDEO:

Are NFTs Hurting the Environment?
Why paying for the digital art is polluting

Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?

Which Canadian Bank Could Raise Dividends the Most?
Morningstar analyst Eric Compton thinks dividends could rise this year - but which bank could raise the most?

August 16

VIDEO:

65-Plus Workers – Should You Defer CPP?
Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option.

Start Replacing Oil in Portfolios
Horizons ETFs Nick Piquard thinks that in the long-term, the sector may not be able to realise as much value from these assets as once thought possible.

3 Canadian Stocks to Sell
These names are looking a little expensive right now.

August 09

VIDEO:

Canadian Bank Dividends Ready to Rise
With the lack of dividend growth last year, payouts for many names could be set for double-digit growth.

What is a Meme Stock?
Hard to define, but investors should know it when they see it.

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

August 02 

VIDEO:

What is a Meme Stock?
Hard to define, but investors should know it when they see it.

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

June 28

VIDEO:

3 Gold-Rated Canadian Balanced Funds
Looking for the best of Canadian equity and income in one?

 June 28

Stock of the Week: Air Canada
It takes two vaccinated countries to travel.

3 Gold-Rated Canadian Balanced Funds
Looking for the best of Canadian equity and income in one?

June 14 

VIDEO:

June 7

VIDEO:

Why is Enbridge so Cheap?
Investors underestimate how long legal battles last.Are NFTs Hurting the Environment?
Why paying for the digital art is polluting

Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?

5 Gold-Rated Global Funds to Consider
If you want your portfolio to leave Canada for a while, there's plenty of options!

Why is Green Thumb so Cheap?
Cannabis investors need to chill.

Stock of the Week: Salesforce.com

They’re building an empire

The Benefits and Drawbacks of Active ETFs
Active ETFs are not an oxymoron.

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

May 10

VIDEO:

Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?

May 24

VIDEO:

Is Cryptocurrency for Real?
Crypto is an increasingly dominant topic of conversation among investors, but is it a genuine asset class or the latest in a long list of financial manias? 

When Should You Pay for Advice?
For investors with less time or knowledge to manage their investment portfolio, it might be wise to consult an independent advisor.

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

May 10

VIDEO:

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

How taxes on dividends differ
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits

Second Time Lucky for WeWork?
Office leasing company WeWork is trying to float again after 2019's debacle, but this time looks very different - could it benefit from the rise in demand for flexible office space?

May 3

VIDEO:

Stock of the Week: Tesla

If Elon ends up delivering, we might need to raise our fair value to US$1,500 a share.

Possible Bubbles to Watch Out for in Canada

Vanguard shares concerns on housing and crypto, and what to expect from the stock market in 2021.

Top Performing Canadian Mutual Funds in 2020

These ten funds had the best returns this year – how did they do it?

6 Stocks That Let You Sleep at Night

These wide-moat, low-uncertainty names are reliable.

Are NFTs Hurting the Environment?

Why paying for the digital art is polluting

10 Stocks Buffett Might Buy, if He Could

The investing legend might take an interest in these high-quality firms if Berkshire were nimble enough

3 Beer Stocks to Mull

These businesses are somewhat insulated from economic upheavals such as the one caused by the coronavirus pandemic.

Sell in May, Go Away

A strategy that leads to pay day? Not really.

Boom Time for Canadian Tech IPOs

After a lull in Canadian technology IPOs, the tide seems to be turning. There have already been 19 listings so far, with dozens more on the way

How taxes on dividends differ

The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits

April 26

VIDEO:

Alibaba Stock is Now Cheap

VIDEO:

Can the e-commerce titan resist a hit in market share?

Top Performing Canadian Mutual Funds in 2020

These ten funds had the best returns this year – how did they do it?

Sell in May, Go Away

A strategy that leads to pay day? Not really.

How taxes on dividends differ

The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits

10 Canadian Stocks to Own

These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds

3 Space Stocks to Benefit from Increased Spending

Growing global investment set to turn space programs into trillion-dollar markets

An investing road map for retirees

For people in drawdown mode, tips on asset allocation, pensions, annuities, withdrawal rates and more.

When FOMO is Warranted

If you missed just two of the best market days in 2008 and 2020, your portfolio would be down 19%

8 Well-Rated Sustainable ETFs

These exchange traded funds have a potential to outperform

Canada’s Best All-in-One ETFs

Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

April 19

VIDEO:

10 Well-Rated Sustainable Funds

These four or five-star funds invest sustainably, and have the potential to outperform their peers

8 Well-Rated Sustainable ETFs

These exchange traded funds have a potential to outperform

Top Performing Canadian Mutual Funds in 2020

These ten funds had the best returns this year – how did they do it?

3 Renewable Energy Stocks

The International Energy Agency forecasts renewables to account for 95% of the net increase in global power capacity through 2025

4/20: Calm Before the Cannabis Storm

Tailwinds of growth for the industry ahead with reopening of economy, U.S. legalization

How taxes on dividends differ

The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits

Tackling Vaccine Hesitancy: Knowledge vs Fear

Don’t be fooled by the (dis)information overload – listen to the experts

5 Cheap Moat-y Dividend Stocks

These income opportunities are trading at a discount to our fair value estimates and have a competitive advantage

10 Canadian Stocks to Own

These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds

Canada’s Best All-in-One ETFs

Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

April 12

VIDEO:

5 Cheap Moat-y Dividend Stocks

These income opportunities are trading at a discount to our fair value estimates and have a competitive advantage

Stock of the Week: George Weston Ltd

Weston slices off the bread business as the prodigal son rises

The Best Inflation-Fighting Investments for Retirees

In-retirement portfolios should include a blend of inflation hedges and inflation beaters

How to Get the Best Out of Your Financial Advisor

Three essential boxes which you need to tick when taking financial advice – and no-nos you should never hear your advisor say

Top Performing Canadian Mutual Funds in 2020

These ten funds had the best returns this year – how did they do it?

10 Canadian Stocks to Own

These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds

When Should You Change Your Investment Strategy?

It is ill-advised to change your investment approach frequently, but there are some circumstances in which a change is warranted

Cheap Canadian Sector Stocks

Here are names that are under valued relative to sector peers 

Canada’s Best All-in-One ETFs

Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

How taxes on dividends differ

The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits

April 5

VIDEO:

Cheap Canadian Sector Stocks

Here are names that are under valued relative to sector peers 

Top Performing Canadian Mutual Funds in 2020

These ten funds had the best returns this year – how did they do it?

10 Canadian Stocks to Own

These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds

Stock of the Week: Green Thumb Industries

We increased our fair value for the U.S. cannabis giant – and a word on pay-to-play allegations

Banks Under Fire for Funding Oil

From 2016-2020, Canadian banks poured over $700 bn into fossil fuels, and shareholders are demanding change

Can You Owe $800k Tax on a Profit of $45k?

The rules for tax losses might lead to different outcomes in the U.S. and Canada

Vaccine Rollout Could Lift These Airline Stocks

Four air transport leaders look to make the most of border reopenings

Canada’s Best All-in-One ETFs

Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

How taxes on dividends differ

The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits

Top Performing Canadian ETFs in 2020

It was a year of low-cost rocket ships – here are the top ten

March 29

Can You Owe $800k Tax on a Profit of $45k?

The rules for tax losses might lead to different outcomes in the U.S. and Canada

Stock of the Week: Norwegian Cruise Line

We’re raising our fair value estimate – a bit - as we expect passenger levels above 2019 by 2023

10 Canadian Stocks to Own

These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds

Top Performing Canadian Mutual Funds in 2020

These ten funds had the best returns this year – how did they do it?

The 5 Most Expensive Canadian Stocks

How much of a premium are you paying for your favourite names?

How Dangerous Are Bonds Right Now?

Long-term investors in funds may have to contend with taking losses for quite some time

ARK Innovation’s Thematic Approach Is Ill-Prepared for a Major Twist

Its flagship strategy, ARK Innovation (ARKK), earns a Morningstar Analyst Rating of Neutral  

Canada’s Best All-in-One ETFs

Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

Sturdy Canadian Dividend Stocks

Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

15 Canadian Dividend Growers

When deciding if a stock is overvalued, measure against both the stock’s own history, and peers in the same sector. 

Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

15 Canadian Dividend Growers
When deciding if a stock is overvalued, measure against both the stock’s own history, and peers in the same sector. 

10 Undervalued Canadian Stocks
These local favourites are on sale

March 8

10 Undervalued Canadian Stocks
These local favourites are on sale

Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

No Room on the ARK?
If you can get aboard, should you?

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

The Financial Costs of Being a Woman
Women today must plan to live longer, while earning less, and shouldering the burden of child and elder care.

Funds to Consider for Your RRSP
Wondering where to invest? Start your research here!

Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten

Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?

Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

Companies that Cut Dividends in 2020
The outlook for dividends is positive, but there’s still some risk that investors should watch for

Reporting Capital Gains, Dividend Income is Complex
Tax returns reveal the importance of fiscal planning for investments

7 Surprising Stocks to Consider
These large companies lack economic moats and have negative moat trends--but we think they’re attractive nonetheless

February 8

Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten

Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

IPOs to Watch For in 2021
This year is setting up to be one of industry disruption – which side will you be on?

The Most Shorted Stocks in Canada
The GameStop furor has brought short-selling to the fore again, and there are signs that some of Canada's most shorted stocks have seen strong buying interest as a result


February 1
The Most Shorted Stocks in Canada
The GameStop furor has brought short-selling to the fore again, and there are signs that some of Canada's most shorted stocks have seen strong buying interest as a result

Can You Retire With a Million?
A million bucks has lost its buying power but many people still dream of achieving such a large piggy pot

Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?

Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?

Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten

January 18

Sturdy Canadian Dividend Stocks

Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

No Keystone, No Problem
We still see TC Energy as undervalued, although Cenovus’s growth prospects could be hurt

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?

Farewell, Mutual Funds
Eventually, ETFs will be the industry standard

January 1110 Cheap Canadian Stocks
Some of the biggest names up North are on sale

Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?

Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

10 Cheap Moaty Canadian Stocks
These companies all have an edge and come at a discount - and two of them can fend off rivals for decades to come 

3 Health Food Stocks to Consider

The global plant-based meat market, valued at US$4.3 billion in 2020, is projected to nearly double by 2025 

January 04

Robinhood Was Indeed Too Good to Be True
The SEC releases the results of its investigation 

Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?

10 Cheap Moaty Canadian Stocks
These companies all have an edge and come at a discount - and two of them can fend off rivals for decades to come 


2020

December 14

Stock of the Week: Palantir
It’s not the Matrix

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

10 Cheap Moat-y Canadian Stocks
These companies all have economic moats and come at a discount - and two of them can fend off rivals for decades to come 

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

24 Stocks for 2030
Morningstar analysts are all about investing for the long-term. We think these companies will benefit from one of five key trends over the next decade and beyond

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Dividend Manager Stays True to Form
1832’s Don Simpson outperforms by hunting for hidden value amidst the uncertainty

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

24 Stocks for 2030
Morningstar analysts are all about investing for the long-term. We think these companies will benefit from one of five key trends over the next decade and beyond

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

Good Active ESG Funds to Consider
If you want to invest in ESG-focused funds, here’s a list to help you start your research

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify!

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

How to Be a Better Investor: Episode 2
Put your money to work if you're looking for financial freedom

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Corporate Bonds are on Shaky Ground
Pre-COVID, corporate debt was at an all-time high, and at an all-time low-quality level. Now, a lot of that low-grade debt is being downgraded to junk status

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

How to Not Run Out of Money
Running out of money is a major fear for retirees, but there are ways to make sure you protect yourself

July 13How to Not Run Out of Money
Running out of money is a major fear for retirees, but there are ways to make sure you protect yourself

Working From Home? Mind the Tax Rules
You must be required by your employer to deduct expenses, and there are limitations

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

June 1

Tim Hortons 2.0
Timmies is about to get a little Burger King

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

Human Rights on the Ballot at Google
Alphabet’s AGM will see shareholders vote on 10 proposals, including pay equity, sustainability and human rights risks – but it's looking like an uphill battle with the board

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

Why Fees Matter
After 10 years, the impact of a 2% fee results in a difference of 18% less wealth when compared to no fees. After 20 years, that widens to 33%

OK, People: It's Time to Think Big
If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way

The Dividend Balancing Act
Ensure your dividend-paying companies are more than attractive on the surface with these tips from Morningstar Canada's Director of Investment Research, Ian Tam, CFA

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Cannabis, Take Two
Canadian companies are picking up ‘low-hanging fruit’, while U.S. giants focus on multiplication 


10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

April 20

April 06

9 sources of emergency cash, ranked from best to worst

Credit cards are the easiest, but worst option – here’s eight others to try before you swipe

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains

Did the Morningstar Star ratings work in this downturn?
In a word, yes. Equity funds (and managers) that have historically outperformed their peers have continued to do so in this current downturn

Why are China’s markets doing so well?
In developed economies: the question on the street is “when will the market blowout end?” In China: the question is “when will the bull market start?”

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

How to lose money
Even though it feels like you are reducing risk by pulling out of the market, the long-term effects could hurt your overall returns

What to do with Canadian banks?
The yields look good, but the risks are real, and it could get worse before it gets better

What are top performing dividend funds holding?
Here's a look at the stocks the best performing dividend income funds within Morningstar’s database are holding

March 30COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

Which companies won’t cut dividends?
With the fear of a recession – and dividends cuts – looming, here’s what to look for in companies that can sustain dividends into the future

The return of the value investor
Brandes’ Luiz Sauerbronn is excited because now, good companies are available at attractive prices, and says “Everything is on sale!”

Will Shopify lead the way?
It’s done well throughout the volatility, but it needs to come down in price – a lot

Stocks or ETFs?
Want to get in on the action? Start here

Now’s the time to buy
The current market conditions are creating tremendous dislocations between share prices and intrinsic values, says Sionna’s Marian Hoffmann

What are top performing dividend funds holding?
Here's a look at the stocks the best performing dividend income funds within Morningstar’s database are holding

What to do with Canadian banks?
The yields look good, but the risks are real, and it could get worse before it gets better

March 23

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

Why are China’s markets doing so well?
In developed economies: the question on the street is “when will the market blowout end?” In China: the question is “when will the bull market start?”

The opportunities in a recession
The rough road to recession ultimately leads to shiny new opportunities for those who hold on to their nerve – and quality stocks

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

When FOMO is warranted
The long-term pain of missing a major day of investment returns won’t be felt until years later – the only way to ensure you catch it is to stay invested

March 09

February 24

Surge in Canadian retirement savings

But where is the money going? Most Canadians are struggling to define their financial goals, BMO study says, with insights on gender and advice on RRSPs

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Coronavirus-hit casino stocks on sale
China’s Macau shutdown is a great short term gateway to long term growth

The best ETFs to hold for retirement
If you know where you want your assets to go, see this list of the best-rated ETFs available in Canada

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

TFSAs aren’t for saving
RRSPs get all the investor attention this time of the year, and they shouldn’t

Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records

Getting started with sustainable investing
Here's what you need to know about sustainable funds and different ESG factors

ESG is a must for retirement
Investors at every life-stage, early, mid-career, or retirees, need to invest sustainably

What’s going on with gold?
Why today’s demand could become tomorrow’s supply

February 10


December 23

November 18Canada’s top dividend stocks for Q3
Dividend growth in the Great White North beat the States for the ninth consecutive quarter

Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records

Dollar cost averaging doesn't work
Investing a bit at a time is a bad idea, and buying the dip is an unnecessary risk, recent Morningstar research finds

Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates

Shop these stocks this holiday season
With Black Friday, Cyber Monday, and Boxing Day all coming up, these companies are well positioned to capitalize on the annual shopping jamboree

Retirees: are you spending too much?
The 4 per cent guideline can put you in the right ballpark, but the best spending policies factor in time horizon, asset allocation, and market fluctuations.

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

Investing in your 20s
You’ve already got the most valuable asset around – put it to work

Better buy this search engine
We think China’s Baidu is worth far more than its going rate – and makes Google look tiny

November 11

Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records

Mutual funds: Where fun came to die
The industry is better than ever--but also duller

Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates

Money MythBuster: 4% withdrawal rule
How much you withdraw depends on how much you spend, and retirement spending is not a single point decision, but multiple decisions over time

Is it time to sell these 5 U.S. stocks?
These names suffered double-digit losses in October. Should you hold on?

Apple's back
A stronger-than-expected iPhone launch, as well as success in wearables and services, see us raise our fair value estimate

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

Dividends don’t dictate success: Manager
Healthy returns rely on cash reinvestment, says Franklin Bissett’s Garey Aitken

From hot to not
Is it the end for favourites like blockchain, artificial intelligence, cannabis and robotics?

Investing in your 20s
You’ve already got the most valuable asset around – put it to work


October 21Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records

7 steps to estimating your in-retirement cash-flow needs
Rules of thumb may be too high for affluent retirees with high savings rates, but there are deal-breakers to watch out for

Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates

Four stocks to watch in the streaming wars
The landscape is going to become fiercely competitive, as new and established players jostle for subscribers, advertising dollars, and market dominance

The new Liberal minority government
And what it means for the economy, especially energy, banks, and the environment

Money MythBuster: 100 minus age = equity
Asset allocation is more than a formula

A simple plan for financial independence
Examining personal finance through the lens of economics yields a nifty road map for accumulating wealth

Election 2019: Promises will increase prices
Making borrowing easier without stimulating supply will push prices higher, and could make it harder to afford homes

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

Quant Concepts: Top Canadian ESG dividend stocks
Investors need not choose between their ethical beliefs and their investment objectives, says CPMS's Emily Halverson-Duncan


October 14
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records

Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates

Election 2019: Promises will increase prices
Making borrowing easier without stimulating supply will push prices higher, and could make it harder to afford homes

Four safety stocks to steady your portfolio
These names are undervalued, have durable businesses and ample unrealized upside potential, ideal in uncertain times

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

Betting on Canadian banks
Growth may be slowing, but steady results have Morningstar's Eric Compton seeing some undervalued stocks

An emergency fund for retirement? Yes
Judith Ward from T. Rowe Price discusses cash cushions for pre-retirees and retirees

Money MythBuster: Dollar cost averaging is good
Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible

Cannabis faces significant ESG risks
The industry would be wise to adopt sustainable practices from the beginning


October 7
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records

Where's the recession?
RBC's Eric Lascelles helps us make sense of the mixed signals in the market today

Four safety stocks to steady your portfolio
These names are undervalued, have durable businesses and ample unrealized upside potential, ideal in uncertain times

Betting on Canadian banks
Growth may be slowing, but steady results have Morningstar's Eric Compton seeing some undervalued stocks

Manager focused on downside & upside in market uncertainty
A long list of fragilities in U.S. equities persist but Mawer’s Colin Wong remains cautiously optimistic

What to do with $60 million?
With the descendants of an Indian royal coming into a cool $57.5 million last week, we wondered – what’s the best thing to do when coming into money? 

Alibaba's just getting started
A strong network effect makes for a wide moat for this 4-star stock

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

Time to buy gold?
Gold's been growing amidst the economic uncertainty - why, and should investors get in? We ask Hans Albrecht at Horizons ETFs

Should millennials invest or deal with their debt?
Debt may be a necessary evil, but it can also be a strategic wealth-builder

September 30


Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records

Canada's flawed financial advice industry
Commissions and conflicting interests persist - when are we going to get the value we deserve?

If a recession hits, we’ll need a new ‘Plan B’
It will be different this time, and the usual tools won’t work as well

Should millennials invest or deal with their debt?
Debt may be a necessary evil, but it can also be a strategic wealth-builder

Five reasons to buy Amazon
Add up the sum-of-the-parts and you'll find a trillion-dollar business case

One simple trick that will help you invest better
Here’s how you can use the laws of psychological distance to your advantage

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

Not a time to be drastic: manager
Mixed market sentiment and inestimable issues have Scotiabank’s Judith Chan sticking with enduring fundamental quality

Is the DSC fee ban dead?
A type of commission on mutual fund sales was set to be banned, but the Ontario government threw a wrench in the works - will something else emerge in the interest of investors?

Money MythBuster: Dollar cost averaging is good
Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible


September 16


Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records

Do you have enough to retire?
For soon-to-be retirees, it's crucial to conduct an ultra-customized assessment of retirement-savings adequacy

What the Saudi attack means for Canadian oil
Canadian energy stocks soar, and the Canadian Crude Index is up 10%, but pipelines are a key obstacle

Enrich your portfolio with these four global oil stocks
These are well-run diversified businesses that boast strong balance sheets, undeniable growth prospects and are trading at discounts to our fair value estimates

How to save twice your salary by age 35
We walk through exactly what's required to hit this savings benchmark (hint: it's not sorcery)

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

Global risks for Canadian investors
Franklin Templeton's Mike Greenberg has his eye on a few indicators that could infect our open economy

Money MythBuster: Dollar cost averaging is good
Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible

Canadian investors get a ‘Below Average’ fee experience
Morningstar’s sixth Global Investor Experience Study on fees and expenses sees Canada rise from dead last

Investing basics: how do you measure investment success?
Investors often review performance against a designated benchmark, but this can result in a biased comparison - so how should you determine investment success? 

September 02


Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records

Invest in transportation disruption
New vehicle technologies and industries are coming faster than you think, and investors will want to get ahead of the major social and economic changes that follow

Canada's unreliable risk ratings
A downward shift in fund risk ratings now that the market crash of '08 is out of the picture demonstrates the limitations of the CSA system, says Morningstar's Paul Kaplan

Canadian funds maneuver tax changes – for now
$5.3b in funds evolving for efficiency at Horizons ETFs, and other corporate class funds, put the Federal Budget move back in the government’s court ahead of the election

20 common investing mistakes
Be sure you set a plan and don't let emotions steer you off course

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

5 stocks you can hold forever
In times of uncertainty, it's best to look for stocks that will deliver for the long-term

Are low-risk funds really low risk?
Funds are lowering their risk levels now that the 2008 financial crisis is out of the picture - can investors still rely on a 10-year standard deviation? We ask Mark Noble at Horizons ETFs

Is hiring an advisor 'worth it'?
A key consideration: How many parts of your financial life can the advisor impact for the better? 

August 26

Canada’s top 20 dividend stocks


In the second quarter of 2019, they broke all-time S&P/TSX 60 records

5 stocks you can hold forever
In times of uncertainty, it's best to look for stocks that will deliver for the long-term

Canada's supercharged investment opportunities
We found out where the $950 million ‘supercluster’ money from the Canadian government is going – and one way you also can invest today

Are we headed for a recession?
Morningstar Investment Management's Dan Kemp talks inverted bond yield curves and whether a recession is on the cards

Canadian financial advice: good intentions, bad results
Advisors typically invest personally as they advise their clients – trade frequently, chase returns, prefer expensive, actively managed funds, and underdiversify

20 common investing mistakes
Be sure you set a plan and don't let emotions steer you off course

Four fast-food stocks with an appetite for growth
Most of these companies have grown revenue and profits in the face of unrelenting stock market volatility and economic uncertainty

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

August 12

What a weak loonie means for Canadian investors


Currency movements are highly volatile and hard to predict – so individual investors should stay away from taking direct currency bets

4 Canadian stocks to sell
These names are among the most expensive we cover - might be time to exit

Dividends are like marriage, buybacks are like dating
With Canadian stock buybacks at an all time high, author Ian de Verteuil explains the motives and mixed signals behind the newfound "love affair"

Buffett a long-term value play as recession fears bite
With nearly US$100 billion that could be committed to investments, acquisitions and share repurchases, Berkshire is also a strategic bear-case bet

3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own

Three high-yield stocks to bet on
With possible rate cuts, and lowering yields, investors may find more comfort in dividend-paying stocks as a better alternative to bonds

Money MythBuster: You NEED to invest in gold
Factors determining a successful investment in gold are extremely difficult – if not impossible for retail investors – to predict

Four chip stocks wired to ride long-term tailwinds
The trade war's taken a toll on the tech sector, but there's still a long runway of growth for the semiconductor industry, and these chipmakers are programmed to take off

China in doldrums amidst trade war
An update on what's happening within China amidst the ongoing trade war and what's at stake ahead of tariffs set to surge in September

August 05

July 22

3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own

Are these 9 stocks with fair value hikes worth buying?
These stocks all experienced significant fair-value increases in June--and one enjoyed a moat boost, too

13 stocks you think you should sell, but shouldn't
These stocks carry sky-high price/earnings ratios, but we think they're actually undervalued

Four U.S. bank stocks in good shape to grow
These financial institutions passed the latest Fed stress test, and even after topping profit expectations, most are still trading below their fair value

This manager sticks with the winners
With an average holding period of 13 years, Jeff Hyrich’s fund at Invesco proves that patience pays off

No long-term impact of FDA crack down on Curaleaf’s CBD marketing
Morningstar analyst Kristoffer Inton believes that the shares remain undervalued

How to set your savings rate
Savings rate rules of thumb are better than nothing, but smart investors customize their own savings targets

Is weed a responsible investment?
Do the medical applications of cannabis make it an ESG-positive investment? Or do the recreational applications make it a vice, and therefore ESG-negative?

Investors should focus on fees right now
In an uncertain, late-stage economy that’s also seeing bond yields fall with interest rates, BMO thinks a fee-focused ETF approach to bonds is your best bet

July 15

What did investors read about last week? Stocks! 13 stocks you shouldn't sell, the top Canadian dividend stocks, and four railroad stocks were the most read articles last week 

July 8

What did investors read about last week? Top dividend stocks, new cannabis coverage and ways to create a portfolio that's 'hands-off' in retirement

3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own

Four cannabis stocks with room to grow
Significant investments, improved distribution and refined marketing strategies mean these cannabis stocks are only just starting to sprout

10 tips for more effective ETF investing
We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting

Morningstar's new cannabis coverage
Introducing equity analyst Kristoffer Inton, his new coverage of the exciting cannabis market and where he’s seeing opportunities and risks 
Careful, not conservative
TD’s Brian Berghuis emphasizes meeting management teams and assessing business models for durable growth that will sustain business cycles

July 1

3 Canadian dividend stocks, 10 tips for more effective ETF investing, and four ways to create a hands-off portfolio in retirement, were the most popular articles last week.

3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own

10 tips for more effective ETF investing
We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting

Meet the Buffett antithesis
Fidelity's Mark Schmehl doesn't do value investing, or any other styles for that matter - here's why he's better off

Money MythBuster: Dollar cost averaging is good
Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible 

T

his manager hunts the hunters
Mawer’s Jeff Mo seeks small companies with growth by acquisition strategies for his five-star Canadian fund

June 24

The Buffett antithesis, why dollar cost averaging is bad, and 10 tips for more effective ETF investing, were the most popular articles last week.


Meet the Buffett antithesis
Fidelity's Mark Schmehl doesn't do value investing, or any other styles for that matter - here's why he's better off

June 17

Three healthcare stocks on deep discounts, 7 U.S. stocks to avoid, and a profile of Mawer's Jeff Mo, were the most popular articles last week.

Three healthcare stocks on deep discount
These stocks are each trading at over a 30% discount to our fair value estimates

7 U.S. stocks to avoid
We suggest that investors avoid richly priced, high-uncertainty names, says Morningstar.com’s director of content, Susan Dziubinski

This manager hunts the hunters
Mawer’s Jeff Mo seeks small companies with growth by acquisition strategies for his five-star Canadian fund

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

The best performing mutual funds of 2018
Of over 1,000 medalist mutual funds that had positive returns, most of the top performers are U.S. focused

Top performing mutual funds of Q1
Three marijuana funds had returns over 30%, while one global equity and one U.S. equity fund made the top 5

Diversification means investing overseas too
Many arguments for investing with a home bias no longer hold water, argues Morningstar director of global ETF research Ben Johnson

Four cheap Canadian energy stocks
These leading Canadian energy stocks have made substantial gains so far this year but are still trading below their fair value

Should you pick funds that practice discounted cash flow analysis?
The pursuit of quality, higher future cash flows, and stable growth

Canada's top stock pick for the first half of 2019, 3 Canadian dividend stocks, and 4 superior foreign stocks to buy

Sources


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