Stock market analysts call it the stock market rotation. The market makers (mostly fund managers) are rotating out of expensive high-flying tech stocks and moving to companies and sectors that offer more attractive valuations. That is, buying more current earnings compared to paying up for future earnings. Canadian stocks and value stocks in the U.S […]
Selling VDY to build a Canadian stock portfolio on the Sunday Reads.
In my wife’s Canadian RRSP account (personal) she held the Vanguard Canadian High Dividend ETF – ticker VDY. It certainly was not held for the big dividends but for the potential of those big dividend sectors to provide some total return outperformance vs the TSX Composite. Held from early 2013, VDY beat the TSX (XIC.TO) […]
Canadian stocks hit an all-time high on the Sunday Reads.
Lower U.S. inflation and Jerome Powell comments gave The Bank of Canada permission to go on a rate cutting frenzy (say experts). The news and numbers in the U.S. was more of a spark north of the border. Canadian stocks were up 2.76% for the week, vs 0.87% for U.S. stocks. International developed nation stocks […]
The Beat The TSX Portfolio skips another beat, while Canadian wide moats rule on the Sunday Reads.
In this Sunday Reads we’ll begin with a look at the first half returns for the Beat The TSX Portfolio and the Canadian Wide Moat Portfolios. The Beat The TSX Portfolio is a pure value play, discovered by those big dividends. The Canadian Wide Moat Portfolio relies on the moats – a lack of competition. […]
Checking in on our U.S. stocks on the Sunday Reads.
It’s much more fun to check in on the U.S. stock portfolio, compared to our Canadian stocks that’s for sure. That’s where the action is. That’s where the portfolio growth driver lives. I created a U.S. stock portfolio in 2014/2015 and while this was not the goal, the portfolio has bested the S&P 500 by […]
Canadian banks step up to the plate on the Sunday Reads.
TD Bank, the bank of the Blue Jays, was fittingly hitting lead off this Canadian bank earnings season. The Blue Jays are off to one of their worst starts in a decade. TD beat estimates for earnings and revenues. Did TD hit it out of the park? The rest of the Canadian banks step up […]