November 25
7 golden rules of dividend investing
Avoid these mistakes if you want to build a portfolio focused on high dividend yields
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Time to buy the dip on Cannabis?
Canadian Cannabis 2.0 is on its way and the U.S. is set to be the "biggest and the best cannabis market in the world"
BMO to Close European ETFs
Intense competition in the passive investing space forces the hand of Montreal-based asset manager, some of whose ETFs are positively rated by Morningstar
Canada’s top dividend stocks for Q3
Dividend growth in the Great White North beat the States for the ninth consecutive quarter
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
From hot to not
Is it the end for favourites like blockchain, artificial intelligence, cannabis and robotics?
The trouble with our neighbours
What it means for the markets – and Canadian investors
What is an exchange-traded fund?
We explain what ETFs are, how to use them, and how to find the best ones
November 18
Canada’s top dividend stocks for Q3
Dividend growth in the Great White North beat the States for the ninth consecutive quarter
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Dollar cost averaging doesn't work
Investing a bit at a time is a bad idea, and buying the dip is an unnecessary risk, recent Morningstar research finds
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
Shop these stocks this holiday season
With Black Friday, Cyber Monday, and Boxing Day all coming up, these companies are well positioned to capitalize on the annual shopping jamboree
Retirees: are you spending too much?
The 4 per cent guideline can put you in the right ballpark, but the best spending policies factor in time horizon, asset allocation, and market fluctuations.
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
Investing in your 20s
You’ve already got the most valuable asset around – put it to work
Better buy this search engine
We think China’s Baidu is worth far more than its going rate – and makes Google look tiny
November 11
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Mutual funds: Where fun came to die
The industry is better than ever--but also duller
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
Money MythBuster: 4% withdrawal rule
How much you withdraw depends on how much you spend, and retirement spending is not a single point decision, but multiple decisions over time
Is it time to sell these 5 U.S. stocks?
These names suffered double-digit losses in October. Should you hold on?
Apple's back
A stronger-than-expected iPhone launch, as well as success in wearables and services, see us raise our fair value estimate
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
Dividends don’t dictate success: Manager
Healthy returns rely on cash reinvestment, says Franklin Bissett’s Garey Aitken
From hot to not
Is it the end for favourites like blockchain, artificial intelligence, cannabis and robotics?
Investing in your 20s
You’ve already got the most valuable asset around – put it to work
November 4
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Investment horror stories - and the lessons they teach
Happy Halloween: Bitcoin, the haunted house and other tales of terror
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
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 scary Canadian stocks
These are the most overpriced stocks in our coverage universe today
Investing in your 30s
How to strike the right balance between expenses now and income later
Morningstar rating changes
Morningstar Quantitative Rating methodology is changing to better capture the alpha you're paying for in your funds, among other enhancements
Redesign your portfolio with these fashion and luxury goods stocks
Add some oomph, brand power and big growth from new markets with these North American names
Money MythBuster: 100 minus age = equity
Asset allocation is more than a formula
Why investors need a 'nudge'
Real people need practical applications that integrate economics with psychology - a Nobel-winning idea that saw Richard Thaler pioneer behavioural finance
October 28
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
5 scary Canadian stocks
These are the most overpriced stocks in our coverage universe today
Why oil's undervalued
The pipelines will be built, and they'll be tapped into new low-cost technology, says sector analyst Joe Gemino
Lithium stocks charged up from EV adoption
Electric vehicle adoption and an exponential growth in applications are fueling demand for this key battery component
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
Investment horror stories - and the lessons they teach
Happy Halloween: Bitcoin, the haunted house and other tales of terror
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
What you need to know to invest
Understanding risk and how it relates to three different ways to grow your money is key
Why Canada differs on rate direction - again
Are we playing it safe with interest rates or will we need to play catch-up with other world economies?
Money MythBuster: 100 minus age = equity
Asset allocation is more than a formula
October 21
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
7 steps to estimating your in-retirement cash-flow needs
Rules of thumb may be too high for affluent retirees with high savings rates, but there are deal-breakers to watch out for
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
Four stocks to watch in the streaming wars
The landscape is going to become fiercely competitive, as new and established players jostle for subscribers, advertising dollars, and market dominance
The new Liberal minority government
And what it means for the economy, especially energy, banks, and the environment
Money MythBuster: 100 minus age = equity
Asset allocation is more than a formula
A simple plan for financial independence
Examining personal finance through the lens of economics yields a nifty road map for accumulating wealth
Election 2019: Promises will increase prices
Making borrowing easier without stimulating supply will push prices higher, and could make it harder to afford homes
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
Quant Concepts: Top Canadian ESG dividend stocks
Investors need not choose between their ethical beliefs and their investment objectives, says CPMS's Emily Halverson-Duncan
October 14
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
Election 2019: Promises will increase prices
Making borrowing easier without stimulating supply will push prices higher, and could make it harder to afford homes
Four safety stocks to steady your portfolio
These names are undervalued, have durable businesses and ample unrealized upside potential, ideal in uncertain times
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
Betting on Canadian banks
Growth may be slowing, but steady results have Morningstar's Eric Compton seeing some undervalued stocks
An emergency fund for retirement? Yes
Judith Ward from T. Rowe Price discusses cash cushions for pre-retirees and retirees
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
Cannabis faces significant ESG risks
The industry would be wise to adopt sustainable practices from the beginning
October 7
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Where's the recession?
RBC's Eric Lascelles helps us make sense of the mixed signals in the market today
Four safety stocks to steady your portfolio
These names are undervalued, have durable businesses and ample unrealized upside potential, ideal in uncertain times
Betting on Canadian banks
Growth may be slowing, but steady results have Morningstar's Eric Compton seeing some undervalued stocks
Manager focused on downside & upside in market uncertainty
A long list of fragilities in U.S. equities persist but Mawer’s Colin Wong remains cautiously optimistic
What to do with $60 million?
With the descendants of an Indian royal coming into a cool $57.5 million last week, we wondered – what’s the best thing to do when coming into money?
Alibaba's just getting started
A strong network effect makes for a wide moat for this 4-star stock
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
Time to buy gold?
Gold's been growing amidst the economic uncertainty - why, and should investors get in? We ask Hans Albrecht at Horizons ETFs
Should millennials invest or deal with their debt?
Debt may be a necessary evil, but it can also be a strategic wealth-builder
September 30
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Canada's flawed financial advice industry
Commissions and conflicting interests persist - when are we going to get the value we deserve?
If a recession hits, we’ll need a new ‘Plan B’
It will be different this time, and the usual tools won’t work as well
Should millennials invest or deal with their debt?
Debt may be a necessary evil, but it can also be a strategic wealth-builder
Five reasons to buy Amazon
Add up the sum-of-the-parts and you'll find a trillion-dollar business case
One simple trick that will help you invest better
Here’s how you can use the laws of psychological distance to your advantage
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
Not a time to be drastic: manager
Mixed market sentiment and inestimable issues have Scotiabank’s Judith Chan sticking with enduring fundamental quality
Is the DSC fee ban dead?
A type of commission on mutual fund sales was set to be banned, but the Ontario government threw a wrench in the works - will something else emerge in the interest of investors?
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
September 23
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Is Canada ready for climate change?
Canada is a commodity heavy economy – how can we thrive in a low carbon future?
5 sustainable funds for outperformance
These funds have the highest Morningstar Sustainability Rating, as well as the highest Morningstar Quantitative Rating of ‘Gold’
Not a time to be drastic: manager
Mixed market sentiment and inestimable issues have Scotiabank’s Judith Chan sticking with enduring fundamental quality
Is cannabis ESG positive or negative?
We examine whether the new industry is an alternative to opioids, or a sin stock
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
One simple trick that will help you invest better
Here’s how you can use the laws of psychological distance to your advantage
EMs and ESG: Mutually exclusive?
Investing in emerging markets and then using investor status to engage companies to improve ESG performance can be a direct and effective way to create impact
Four retirement-planning blind spots
Anticipate extra costs and portfolio shocks before pulling the ripcord on retirement
September 16
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Do you have enough to retire?
For soon-to-be retirees, it's crucial to conduct an ultra-customized assessment of retirement-savings adequacy
What the Saudi attack means for Canadian oil
Canadian energy stocks soar, and the Canadian Crude Index is up 10%, but pipelines are a key obstacle
Enrich your portfolio with these four global oil stocks
These are well-run diversified businesses that boast strong balance sheets, undeniable growth prospects and are trading at discounts to our fair value estimates
How to save twice your salary by age 35
We walk through exactly what's required to hit this savings benchmark (hint: it's not sorcery)
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
Global risks for Canadian investors
Franklin Templeton's Mike Greenberg has his eye on a few indicators that could infect our open economy
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
Canadian investors get a ‘Below Average’ fee experience
Morningstar’s sixth Global Investor Experience Study on fees and expenses sees Canada rise from dead last
Investing basics: how do you measure investment success?
Investors often review performance against a designated benchmark, but this can result in a biased comparison - so how should you determine investment success?
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
This 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
