Little-known smaller stocks that a $2.3-billion fund manager is buying and selling

Little-known smaller stocks that a .3-billion fund manager is buying and selling

Alexander Etsel.The Globe and Mail While many money managers shy away from buying small cap and microcap companies, Alex Etsell seeks them out – believing some of these lower-profile names can provide the greatest growth potential. Mr. Etsell, a senior portfolio manager and partner at Hillsdale Investment Management Inc. in Toronto, also believes these smaller-sized … Read more

BMO expects big bounce-back in TSX stocks. More, why Canadian rails are tempting buys right now

BMO expects big bounce-back in TSX stocks.  More, why Canadian rails are tempting buys right now

The S&P/TSX Composite Index is trading at recessionary valuation levels and that, combined with the extreme breadth of weakness and the dramatic underperformance of cyclical stocks, has BMO chief strategist Brian Belski expecting a strong rally in Canadian stocks. Mr. Belski calculates that Canadian stocks are trading at an average trailing price to earnings ratio … Read more

It’s time to ponder adding bonds again to your portfolio. Plus, what a $6-billion Scotiabank fund manager is buying and selling

It’s time to ponder adding bonds again to your portfolio.  Plus, what a -billion Scotiabank fund manager is buying and selling

It’s time to start thinking about applying the most basic rule of investing in stocks to bonds: Buy low. Bond prices have plunged this year, which means yields have risen sharply. We are now getting into a zone on yields where investors with a long-term perspective may find some interesting developments, particularly in corporate bonds. … Read more

Why are strategists still so positive, despite all the bad news

Why are strategists still so positive, despite all the bad news

Wall Street forecasters are still a remarkably optimistic lot despite plunging share prices and recession forecasts that have become as common as long-weekend hotdogs. On average, top strategists predict the S&P 500 index will finish 2022 at 4,482, according to a report by Aneet Chachra, a portfolio manager at the British-American fund company Janus Henderson. … Read more

Markets are falling, but my dividends keep going up

Markets are falling, but my dividends keep going up

Some people celebrate Canada Day by wearing red and white or heading out to watch the fireworks. I like to express my patriotism by adding up all the dividend increases from the Canadian companies in my model Yield Hog Dividend Growth Portfolio. This year, dividends have been one of the few bright spots for investors. … Read more

Are bank stocks reflecting a recession? Not yet, and that’s a concern

Are bank stocks reflecting a recession?  Not yet, and that’s a concern

Canadian bank stocks are struggling as investors fret over the possibility of an oncoming recession, but some analysts believe that banks are not yet reflecting an ugly economic downturn. Share prices of the Big Six banks – Bank of Montreal, Canadian Imperial Bank of Commerce, National Bank of Canada, Royal Bank of Canada, Bank of … Read more

Why Canadian energy stocks are a no-brainer

Why Canadian energy stocks are a no-brainer

General view of the Imperial Oil refinery, located near Enbridge’s Line 5 pipeline, which Michigan Governor Gretchen Whitmer ordered shut down in May, 2021, in Sarnia, Ont.CARLOS OSORIO/Reuters Canadian oil and gas stocks were a compelling buy even before the sector’s latest drubbing. Now they’re almost a no-brainer. Over the past few weeks, the energy … Read more

20 stocks with a history of profitability that could weather a downturn

20 stocks with a history of profitability that could weather a downturn

What are we looking for? High-quality companies garnering positive sentiment from Street analysts. The screen In a recent article, The Globe and Mail highlighted Mark Carney’s thoughts on the state of the Canadian economy and the possibility of a looming recession. In short, Mr. Carney doesn’t think things will be as bad as they were … Read more

Premarket: Stocks extend bear market bounce as inflation angst eases

Premarket: Stocks extend bear market bounce as inflation angst eases

Tokyo pedestrians wearing protective masks are reflected on an electronic board displaying various company’s stock prices in this file photo.Kim Kyung Hoon/Reuters World shares extended their bounce on Monday, building on Friday’s strong Wall Street close as off-peak oil prices helped sentiment improve and temper fears of prolonged inflation. Strong morning gains in Europe and … Read more

12 outperforming TSX dividend stocks with low levels of ESG risk

20 stocks with a history of profitability that could weather a downturn

What are we looking for? Outperforming Canadian stocks that have low levels of ESG risk. The screen Given the rocky Canadian equity markets of late, younger investors, who are often enthusiastic consumers of newsfeeds and social media, are reminded that what may appear to be the end of the world today will likely seem like … Read more