The utility sector is known for its defensive qualities, providing a stable investment option in times of market uncertainty. By overweighting defensive sectors, investors can lower the volatility (risk) of their portfolios. Many will refer to Canadian utilities as ‘bond proxies’ due to their steadiness. However, the true strength lies not in the dividends they […]
Show me the money stocks, on the Sunday Reads.
The Wall Street Journal offers that the magnificent 7 are so last year. Cash cows are the new Kings. A WSJ article looks at ETFs that seek out the most cash flow rich companies. Free cash flow is generally defined as money left over after expenses and capital expenditures that a company can return to […]
Bonds get no respect. On the Sunday Reads.
Bonds are the Rodney Dangerfield of the investment world. They get no respect. Dangerfield was an American comedian, known for his self-deprecating one-liner humour, with his catchphrase “I get no respect!” Bonds don’t get a lot of respect or love these days. Bonds are supposed to keep an eye on the stock markets and provide support […]
The world changes on Monday. The Sunday Reads.
If you’re not living under a rock, or in a cabin in the mountains with no electricity, you’re likely aware that Donald Trump returns to the White House on Monday January 20th. The world will likely change drastically on the economic and geopolitical fronts. The thing is, we don’t know how things will change. No […]
Investing in Canadian stocks as Canada comes under attack.
U.S. President elect, Donald Trump, has strongly suggested that he’d like to acquire Canada as the 51st State. It is ridiculous, but he is dead serious. And to get the ‘deal’ done he will wage economic war against Canada. He’s ruled out a military invasion, for now (see below). Also, Canada is in a per-capita […]
Hello 2025 – Investing in the zero visibility age on the Sunday Reads.
While there are only two trading days left in 2024, it is clear that it is another year that fooled everyone. The year 2023 fooled economists and market prognosticators with U.S. stocks up over 26% in U.S. Dollars (and up more in Canadian Dollars). 2024 is shaping up as a carbon copy in performance and […]