It’s the Canada Day long weekend and we Canucks certainly have a lot to be thankful for. We live in one of the best countries on the planet. Sure, we’ll complain here and there, sometimes to the point where we are even forced to write a letter (Canadian defiance). It’s not a perfect country or […]
Bond bulls, stock bears and energy dividends on the Sunday Reads.
It was a crazy week in the markets. South of the border the Fed took the stage and ‘shocked’ the markets (actually the move was leaked) with a 75 basis point rate hike. The markets initially liked the big move. Finally, the Fed will get serious about inflation. But then market makers changed their mind […]
Canadian stocks are looking good on the Sunday Reads.
Stock markets around the world are in correction mode. Leading the way for major markets are U.S. stocks. As I offered for more than a year, U.S. were very expensive. Canadian stocks don’t have the same growth profile as U.S. stocks, and they have offered very good value for quite some time. Rising earnings and […]
Are we there yet? Plus, the Sunday Reads.
This past week, U.S. stocks (S&P 500) were within a whisker of entering an official bear market. That bear market definition is a decline of 20% or more. But on Friday, the market got off the mat, dusted itself off and offered a one-day relief rally. The S&P 500 was up 2.8% while the tech-heavy […]
Building the energy dividend portfolio.
When it comes to sectors, energy is the most useful inflation fighter. In fact it is the only sector that has delivered positive real returns across every inflationary period, looking back some 100 years of stock market history. Energy stocks also delivered incredible returns during the stagflationary period of the 1970’s and into the early […]
Finding dividend growth tech stocks, on the Sunday Reads.
In early 2015 I sold our U.S. Dividend Achievers index ETF and bought (skimmed) 15 of the largest cap holdings. The goal of investment strategy is greater portfolio stability with the potential of outperformance. The index insists on at least 10 years of dividend growth, it also applies financial health screens. The index ETF (ticker […]