The real estate sector has been battered by the pandemic. Retail and Office REITs have been particularly hard hit as social distancing and health and safety-related concerns have resulted in seismic shifts in work from home and online shopping. And it’s possible that the shift in how we work and how we shop is permanent. […]
Building the Canadian stock portfolio on Weekend Reads.
In my opinion the Canadian stock market and the Canadian economy present a unique opportunity. We can build the Canadian stock portfolio by focusing on a few key sectors. Canada is home to many wide moat or oligopoly sectors that includes the Canadian banks, telcos, railways, grocers, pipelines and utilities. For Million Dollar Journey, here’s […]
Looking to the Canadian energy sector for Canadian investors.
The Canadian energy sector has been beaten up. Foreign investors have given up and so have many Canadian investors. Where there is incredible pessimism there can be incredible rewards. But there is certainly no guarantee that the pessimism for the Canadian energy patch is not deserved. That said, it is also certainly possible that the […]
Thanksgiving weekend reads.
Yes, it might feel like a challenge to give thanks these days. We’re in the midst of a pandemic that brings fresh rounds of fear and uncertainty each week. Cases of COVID-19 are surging in many parts of Canada, the US and around the Globe. Yes we are in that second wave of the pandemic. […]
The ETF portfolio for retirees. How you doing?
We’ll check in on the ETF portfolio for retirees. We know that a simple balanced portfolio would have held up quite well over the last year. What does that mean for the retiree that creates a simple ETF portfolio to fund retirement? We’ll have a look at the 7-ETF portfolio for retirees on Cut The […]
Sunday reads. What a week it was.
OK, whoever is writing this stuff (the script for the world in which we live) is doing a bang up job. The twists and turns, the use of irony and dramatic foreshadowing, the list of characters and the character assassinations. So many literary devices on display. Hollywood screenwriters could not to a better job. In […]