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
