The big Canadian banks and other financials finally got the go-ahead from OSFI. They are now allowed to increase dividends and buy back shares. Those are two major moves that return value to shareholders. Of course, paying down debt and investing in future growth projects are in the mix when companies have free cashflow. The […]
The investonomic smorgasbord on the Sunday Reads.
Start with some stocks and dividends and energy and asset allocation and then mix in $2 per litre gas prices, plus my dueling economists who say GMO stagflation “yes!” and inflation “no way” and you’ve got an investonomic smorgasbord on the Sunday Reads. This week when I made sense of the markets for MoneySense, I […]
What is the cost of your Canadian home bias?
Investors around the globe are known to invest ‘too much’ of their portfolio in their home country. It is called a home bias. Canadian investors are guilty of that home bias. Many estimates suggest that Canadians hold about 60% of their portfolio assets in Canada. Meanwhile Canadian stock markets only represent about 3% of the […]
The Beat The TSX Portfolio is also beating Vanguard’s High Dividend ETF VDY.
Yesterday we had a look at the Canadian high dividend approach that has returned to its market-beating ways. An interesting and popular approach for investors who build their own stock portfolio is the BTSX index. That ‘index’ suggests that you buy the top ten highest yielding stocks that you’ll find in the TSX 60. Keep […]
Big Canadian dividends are having their way.
Many Canadian self-directed investors love dividend stocks. And they mostly love their Canadian dividend stocks that pay big juicy dividends. And those big dividend payers have a very nice history of increasing dividends as well. That dividend growth can be in the area of 8% or more. Who doesn’t like an 8% annual raise? Add […]
Earnings season gives stocks a lift on the Sunday Reads.
You might be watching NFL football this Sunday, but just as exciting was the kick off to earnings season south of the border. U.S. stocks had been stumbling and fumbling in recent months, but stocks are now running again thanks to putting some impressive numbers on the board. It was hit after hit. Yes, I’ve […]