Top articles for the week of Sep 09

MOST READ: Stocks were in focus last week, along with indexes and goals-based investing when you're in your 40s!

Ruth Saldanha 24 June, 2019 | 2:59PM

Banff peak

September 09

Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records

What happens if everyone indexes?
Morningstar's Alex Bryan discusses some possible consequences

It’s time to let go of these stocks
These 15 wide- and narrow-moat names are significantly overvalued by our measures

16 high-quality companies with exceptional leadership
There's a reason these wide-moat firms all trade in the 4- and 5-star range

Investing in your 40s
Even if you’re on the road to retirement, it’s time for a savings and risk reality check

Corporate bonds will continue to climb: Manager
A comeback for Canadian corporate debt and sustainable selections see Patrick O’Toole’s corporate bond fund at CIBC top nine percent returns so far this year

The active-passive portfolio
It’s important to evaluate different strategies in terms of a continuum, not conflict

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

5 stocks you can hold forever
In times of uncertainty, it's best to look for stocks that will deliver for the long-term

Battle of the bandwidths
Freedom Mobile is gaining ground and the Big 3 are beginning to shake in their boots – is it time to buy?



September 02

Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records

Invest in transportation disruption
New vehicle technologies and industries are coming faster than you think, and investors will want to get ahead of the major social and economic changes that follow

Canada's unreliable risk ratings
A downward shift in fund risk ratings now that the market crash of '08 is out of the picture demonstrates the limitations of the CSA system, says Morningstar's Paul Kaplan

Canadian funds maneuver tax changes – for now
$5.3b in funds evolving for efficiency at Horizons ETFs, and other corporate class funds, put the Federal Budget move back in the government’s court ahead of the election

20 common investing mistakes
Be sure you set a plan and don't let emotions steer you off course

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

5 stocks you can hold forever
In times of uncertainty, it's best to look for stocks that will deliver for the long-term

Are low-risk funds really low risk?
Funds are lowering their risk levels now that the 2008 financial crisis is out of the picture - can investors still rely on a 10-year standard deviation? We ask Mark Noble at Horizons ETFs

Is hiring an advisor 'worth it'?
A key consideration: How many parts of your financial life can the advisor impact for the better? 

 


August 26

Canada’s top 20 dividend stocks

In the second quarter of 2019, they broke all-time S&P/TSX 60 records

5 stocks you can hold forever
In times of uncertainty, it's best to look for stocks that will deliver for the long-term

Canada's supercharged investment opportunities
We found out where the $950 million ‘supercluster’ money from the Canadian government is going – and one way you also can invest today

Are we headed for a recession?
Morningstar Investment Management's Dan Kemp talks inverted bond yield curves and whether a recession is on the cards

Canadian financial advice: good intentions, bad results
Advisors typically invest personally as they advise their clients – trade frequently, chase returns, prefer expensive, actively managed funds, and underdiversify

20 common investing mistakes
Be sure you set a plan and don't let emotions steer you off course

Four fast-food stocks with an appetite for growth
Most of these companies have grown revenue and profits in the face of unrelenting stock market volatility and economic uncertainty

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

 

August 19

Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records

This dividend fund manager avoids dividend traps
Avoiding companies that cater to investors with a thirst for dividends, Dynamic's David Fingold looks for dividend growth, and often finds the first dividend payment

Is your ESG fund actually ESG?
Why investors in this new field need to look under the hood

Four utility stocks to defend against yield inversion
The sector remains relatively immune from economic shocks, has recession-resistant products and pays healthy dividends – but the stocks are expensive

Investing in your 50s
An investing roadmap is paramount in your peak earnings years – here are a few essential stops on the way to meeting your retirement goals

11 big things: The strange world of WeWork
Last week brought two major IPO filings, the stunning fall of a former unicorn, a game-changing streaming media deal, and a few revealing details of the most valuable VC-backed company in the US about to go public

Investors moving out of Canada?
A new survey from Horizons ETFs found investors and advisors are looking elsewhere for opportunity, namely in U.S. equities and gold - we sat down with Mark Noble to learn why

10 cheap stocks with healthy dividends
These stocks will likely continue to deliver consistent dividends over the next 10+ years

A down-market survival guide for retirees
These six steps can help you take back control in uncertain times

What a weak loonie means for Canadian investors
Currency movements are highly volatile and hard to predict – so individual investors should stay away from taking direct currency bets

 

August 12

What a weak loonie means for Canadian investors

Currency movements are highly volatile and hard to predict – so individual investors should stay away from taking direct currency bets

4 Canadian stocks to sell
These names are among the most expensive we cover - might be time to exit

Dividends are like marriage, buybacks are like dating
With Canadian stock buybacks at an all time high, author Ian de Verteuil explains the motives and mixed signals behind the newfound "love affair"

Buffett a long-term value play as recession fears bite
With nearly US$100 billion that could be committed to investments, acquisitions and share repurchases, Berkshire is also a strategic bear-case bet

3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own

Three high-yield stocks to bet on
With possible rate cuts, and lowering yields, investors may find more comfort in dividend-paying stocks as a better alternative to bonds

Money MythBuster: You NEED to invest in gold
Factors determining a successful investment in gold are extremely difficult – if not impossible for retail investors – to predict

Four chip stocks wired to ride long-term tailwinds
The trade war's taken a toll on the tech sector, but there's still a long runway of growth for the semiconductor industry, and these chipmakers are programmed to take off

China in doldrums amidst trade war
An update on what's happening within China amidst the ongoing trade war and what's at stake ahead of tariffs set to surge in September

 

August 05

3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own

Is there a good time to buy or sell actively managed funds?
Why staying invested is the name of the game

No "retail apocalypse" in Canada right now
However, Hudson's Bay presents a canary in the coalmine, says DBRS' Stephanie Hughes

This manager thinks like an owner
EdgePoint's Frank Mullen diversifies his business ideas and seeks out local champions

Can investors still trust risk ratings?
The painful memories of 2008 are no longer reflected in 10-year returns – a potentially dangerous omission when assessing fund risk and suitability

Money MythBuster: You NEED to invest in gold
Factors determining a successful investment in gold are extremely difficult – if not impossible for retail investors – to predict

Damages of the short-term mindset
“Short-termism” refers to corporations focusing on short-term results to boost share prices in response to pressure from financial players, often at the expense of long-term interests

Three high-yield stocks to bet on
With possible rate cuts, and lowering yields, investors may find more comfort in dividend-paying stocks as a better alternative to bonds

Three food-delivery apps set to serve some growth
Greater internet penetration, higher standards of living in developing countries and an increase in mobile usage are cooking up a lucrative dine-at-home culture

 


July 29

Canada's top stock pick for the first half of 2019
It's the top star-rated performer of the year so far, but we feel that it's trading at twice the price it should be. Is it still worth buying?

3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own

4 superior foreign stocks to buy
These undervalued wide- and narrow-moat names were recently added to the Morningstar Global ex-US Moat Focus Index

3 high-yield stocks to bet on
With possible rate cuts, and lowering yields, investors may find more comfort in dividend-paying stocks as an alternative to bonds

Is there a good time to buy or sell actively managed funds?
Why staying invested is the name of the game

Make the most of your fixed income
With international economic uncertainty, many investors are looking to set course for fixed income – but there are still decisions to make on where and how to invest

Fed cuts interest rates for first time in a decade
The U.S. Federal Reserve has cut rates for the first time in more than 10 years. Will the Bank of Canada follow suit?

Investing in your 80s and beyond
How to plan, prepare and find the right people you can trust to ensure a comfortable retirement 

Money MythBuster: You NEED to invest in gold
Factors determining a successful investment in gold are extremely difficult – if not impossible for retail investors – to predict

 

July 22

3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own

Are these 9 stocks with fair value hikes worth buying?
These stocks all experienced significant fair-value increases in June--and one enjoyed a moat boost, too

13 stocks you think you should sell, but shouldn't
These stocks carry sky-high price/earnings ratios, but we think they're actually undervalued

Four U.S. bank stocks in good shape to grow
These financial institutions passed the latest Fed stress test, and even after topping profit expectations, most are still trading below their fair value

This manager sticks with the winners
With an average holding period of 13 years, Jeff Hyrich’s fund at Invesco proves that patience pays off

No long-term impact of FDA crack down on Curaleaf’s CBD marketing
Morningstar analyst Kristoffer Inton believes that the shares remain undervalued

How to set your savings rate
Savings rate rules of thumb are better than nothing, but smart investors customize their own savings targets

Is weed a responsible investment?
Do the medical applications of cannabis make it an ESG-positive investment? Or do the recreational applications make it a vice, and therefore ESG-negative?

Investors should focus on fees right now
In an uncertain, late-stage economy that’s also seeing bond yields fall with interest rates, BMO thinks a fee-focused ETF approach to bonds is your best bet



July 15

What did investors read about last week? Stocks! 13 stocks you shouldn't sell, the top Canadian dividend stocks, and four railroad stocks were the most read articles last week 

13 stocks you think you should sell, but shouldn't
These stocks carry sky-high price/earnings ratios, but we think they're actually undervalued

3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own

Four railroad stocks steaming ahead
Investors may want to hitch a ride with these wide moat companies once a pullback creates attractive entry points and as profitability picks up

How to calculate your net worth
Three steps to finding your current net worth and the ideal starting point for big-picture financial planning

Money MythBuster: High risk equals high returns
Only when your portfolio is efficient can you unlock the potential for higher returns with more risk - and why low risk stocks might be the right route to take

10 tips for more effective ETF investing
We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting

Our top cannabis stock picks
We see these three companies as undervalued and best positioned to capture opportunities in a growing market

4 ways to create a hands-off portfolio in retirement
Morningstar's director of personal finance Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities

This manager finds both moats and bargains
Fidelity’s Jed Weiss seeks EAFE companies with structural growth prospects, high barriers to entry and attractive valuations

Should millennials invest in what they use?
Millennials are avid consumers of some of today's hottest stocks, so it might make sense for them to take part in the profit - but are they safe bets?

 

 

July 8

What did investors read about last week? Top dividend stocks, new cannabis coverage and ways to create a portfolio that's 'hands-off' in retirement

3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own

Four cannabis stocks with room to grow
Significant investments, improved distribution and refined marketing strategies mean these cannabis stocks are only just starting to sprout

Canadian cannabis update
After tremendous growth fueled by nationwide legalization, Morningstar analyst Kristoffer Inton estimates that national sales will grow annually by 20% - here’s why

Our top cannabis stock picks
We see these three companies as undervalued and best positioned to capture opportunities in a growing market

Is weed a responsible investment?
Do the medical applications of cannabis make it an ESG-positive investment? Or do the recreational applications make it a vice, and therefore ESG-negative?

4 ways to create a hands-off portfolio in retirement
Morningstar's director of personal finance Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities

Money MythBuster: Popular stocks are always 'Buys'
Companies which tend to have low P/E, low price-to-book are unloved, and typically trade at lower prices and so over time produce higher returns

10 tips for more effective ETF investing
We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting

Morningstar's new cannabis coverage
Introducing equity analyst Kristoffer Inton, his new coverage of the exciting cannabis market and where he’s seeing opportunities and risks 

Careful, not conservative
TD’s Brian Berghuis emphasizes meeting management teams and assessing business models for durable growth that will sustain business cycles

 

July 1

3 Canadian dividend stocks, 10 tips for more effective ETF investing, and four ways to create a hands-off portfolio in retirement, were the most popular articles last week.

3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own

10 tips for more effective ETF investing
We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting

4 ways to create a hands-off portfolio in retirement
Morningstar's director of personal finance Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities

Money MythBuster: Popular stocks are always 'Buys'
Companies which tend to have low P/E, low price-to-book are unloved, and typically trade at lower prices and so over time produce higher returns

7 cheap U.S. stocks for risk-takers
Investors willing to take a daring bet today ought to consider these underpriced names

Three stocks to bet on the esports craze
The global esports industry is projected to hit US$1.1 billion by the end of the year, and these stocks are trading at discounts to our fair value estimates

This manager finds quality in Québec
National Bank’s Marc Lecavalier has beautifully outperformed by investing in La Belle Province

Meet the Buffett antithesis
Fidelity's Mark Schmehl doesn't do value investing, or any other styles for that matter - here's why he's better off

Money MythBuster: Dollar cost averaging is good
Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible 

T
his manager hunts the hunters
Mawer’s Jeff Mo seeks small companies with growth by acquisition strategies for his five-star Canadian fund

 

June 24

The Buffett antithesis, why dollar cost averaging is bad, and 10 tips for more effective ETF investing, were the most popular articles last week.


Meet the Buffett antithesis
Fidelity's Mark Schmehl doesn't do value investing, or any other styles for that matter - here's why he's better off

Money MythBuster: Dollar cost averaging is good
Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible

10 tips for more effective ETF investing
We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting

7 cheap U.S. stocks for risk-takers
Investors willing to take a daring bet today ought to consider these underpriced names

Three healthcare stocks on deep discount
These stocks are each trading at over a 30% discount to our fair value estimates

This manager finds quality in Québec
National Bank’s Marc Lecavalier has beautifully outperformed by investing in La Belle Province

4 ways to create a hands-off portfolio in retirement
Morningstar's director of personal finance Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities

7 U.S. stocks to avoid
We suggest that investors avoid richly priced, high-uncertainty names, says Morningstar.com’s director of content, Susan Dziubinski

Three sportswear stocks set to score
Global activewear is projected to grow at an annual rate of 6.5% from 2018-2024, and these companies are likely to benefit

 

June 17

Three healthcare stocks on deep discounts, 7 U.S. stocks to avoid, and a profile of Mawer's Jeff Mo, were the most popular articles last week.

Three healthcare stocks on deep discount
These stocks are each trading at over a 30% discount to our fair value estimates

7 U.S. stocks to avoid
We suggest that investors avoid richly priced, high-uncertainty names, says Morningstar.com’s director of content, Susan Dziubinski

This manager hunts the hunters
Mawer’s Jeff Mo seeks small companies with growth by acquisition strategies for his five-star Canadian fund

The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

The best performing mutual funds of 2018
Of over 1,000 medalist mutual funds that had positive returns, most of the top performers are U.S. focused

Top performing mutual funds of Q1
Three marijuana funds had returns over 30%, while one global equity and one U.S. equity fund made the top 5

Diversification means investing overseas too
Many arguments for investing with a home bias no longer hold water, argues Morningstar director of global ETF research Ben Johnson

Four cheap Canadian energy stocks
These leading Canadian energy stocks have made substantial gains so far this year but are still trading below their fair value

Should you pick funds that practice discounted cash flow analysis?
The pursuit of quality, higher future cash flows, and stable growth

Canada's top stock pick for the first half of 2019, 3 Canadian dividend stocks, and 4 superior foreign stocks to buy

About Author

Ruth Saldanha

Ruth Saldanha  Ruth Saldanha is Senior Editor at Morningstar.ca