Top Articles for the Week of December 14

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

The Most Over- and Undersold Benefits of ETFs
ETFs have huge benefits for investors, they just might not be the ones you think

Should You Borrow Money to Invest?
Morningstar’s Christine Benz tells us some reasons not to

The 10 Biggest IPOs of 2020
These stock launches took on the pandemic, raised billions and brought some of the most exciting new opportunities

Fidelity’s Mark Schmehl Hunts for Innovative Companies Regardless of Price
Unusual situations call for special strategies - and they've been paying off in the pandemic

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify

COVID-19 Will Stress Berkshire
But the crisis will also accelerate the company's evolution from a reinvestment machine to one returning more capital to shareholders

Income Fund Outmanoeuvred in Pandemic
Decisive selling and opportunistic equity positions deliver another top-decile year for Mackenzie's global strategic income manager

December 7

ESG Considerations for Airbnb IPO Investors
Experts highlight governance and social risks that overshadow the excitement

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

How to Pick an All-in-One Fund?
Morningstar's Ian Tam explains that fees, your own risk appetite, and your financial goals are key in deciding which fund to buy

Fidelity’s Mark Schmehl Hunts for Innovative Companies Regardless of Price
Unusual situations call for special strategies - and they've been paying off in the pandemic

Did Star Ratings Work in the Pandemic?
Morningstar Canada's Director of Investment Research, Ian Tam, finds out how the Morningstar Star Rating for funds performed this year

When to Use an ETF
Investors have poured billions into low-cost ETFs in recent years, but does it always make sense to go passive? Consider this first

Stock of the Week: McDonald’s
Post-pandemic fast food will look a lot like this

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

November 30

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

The Creator of the 4 Percent Rule and His Own Retirement
The 4 per cent withdrawal rate in retirement is an industry standard, where a retiree can expect not to run out of money. Its creator, Bill Bengen, explains its use to Michael Kitces.

Four Coffee Stocks Poised for a Post-Pandemic Pick Up
These java juggernauts are brewing up plans to capture the return of commuters and their morning coffees

Stock of the Week: Husky
Or should we say, Cenovus, looks well-positioned to benefit from a potential oil shortage

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

When Should You Use an Active Fund?
Passive funds have grown in popularity as cheap, simple investment options. But does it ever pay to use an active manager? Yes. 

CPP’s Commitment to Canada 2050
Public pension plans play a key role in Canada’s path to net-zero emissions 

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

3 Stocks Plugged into the Renewable Energy Revolution
These companies are well-positioned for policy tailwinds and a shift to sustainable energy

November 23

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

3 Stocks Plugged into the Renewable Energy Revolution
These companies are well-positioned for policy tailwinds and a shift to sustainable energy

The Creator of the 4 Percent Rule and His Own Retirement
The 4 per cent withdrawal rate in retirement is an industry standard, where a retiree can expect not to run out of money. Its creator, Bill Bengen, explains its use to Michael Kitces.

What History Can Teach Us About the Post-COVID Economy
How habits, fear, and sunk costs can reshape economic behaviour

Income Manager Outperforms by Buying the Dip
Manulife’s five-star yield fund finds opportunities in times of fear and with a wide net

Is Your Portfolio Too Heavy on Technology Stocks?
If yes, investors may want to consider adding a counterweight to their tech-heavy portfolios writes Amy Arnott

Stock of the Week: Norbord
Wood’s on fire right now

The Canadian Balanced Fund Landscape
Balanced funds with more bonds in them lost less, and hence have been the quickest to recover this year 

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify

November 16

Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds

Stock of the Week: Ford
The legendary pony takes on Tesla and aims for pole position on profitability

Financial Planning in a Post-COVID-19 World
Canadians need advice, but those that need it most are least able to afford it, a Morningstar Executive Forum is told

Should Retirees Invest in Stocks?
An annuity used to be the simple solution for most retirees but the pension freedoms and ultra-low interest rates mean staying invested in the stock market could be the right choice for you

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Top U.S. and Canadian Weed Picks
Our favourite cannabis stocks to capture exponential growth opportunities ahead

Biden's Pipeline Pledge Could Batter Oil Stocks
A suffering energy sector could be in for additional struggles if the new U.S. president-elect follows through on killing Keystone XL

What Did Berkshire Buy in Q3?
There were a few surprises in the wide-moat firm's 13-F filing

November 9

Stock of the Week: Tesla
Can the brand and batteries be beat?

What to Expect From a Joe Biden Presidency?
From healthcare to climate change, Morningstar analysts look at the implications of the Democratic Party victory in the 2020 Election

What a Biden Win Means for Canada
The relationship between the U.S. and Canada is likely to be more harmonious, but the pipeline could be a problem 

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify

4 U.S. Industrials Stocks to Watch
Biden’s infrastructure plan could make industrial stocks great again

We Still Expect a Strong U.S. Economic Recovery
Neither the U.S. election outcome nor the coronavirus third wave will derail it

The best mutual funds for retirement
These funds are gold-rated, and have either four or five s

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

November 2

Are Lagging Canadian Telcos a Buy Now?
Bell, Rogers, and Telus have all fallen behind in the broad equity run-up - offering a variety of risks and opportunities for investors, explains sector analyst Matthew Dolgin

What Would a Biden Win Mean for Canadian Cannabis?
What would decriminalization in the U.S. do to established marijuana producers across the border? We ask Kristoffer Inton about opportunities available today

Morningstar Money Challenge: Day 1
First: Track your expenses

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

5 Scary Canadian Stocks
Beware: These companies are overvalued, will all of them carrying a Morningstar Star Rating of only one or two stars

Not the Best Time to Buy a House?
Falling rents while sales skyrocket - what to make of the Canadian real estate madness right now with Realosophy's John Pasalis

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Is Renting Throwing Away Money?
Factors like freedom and career flexibility can offer intangible financial benefits - in exchange for a home equity opportunity cost

4 U.S. Banks on Double-Digit Discounts
These stocks are trading at a sizeable discount to their intrinsic values offering some margin of safety

Don't Try to Time Elections
Why you should resist the urge to make predictions when there's a disconnect between the economy and security prices

October 26

Not the Best Time to Buy a House?
Falling rents while sales skyrocket - what to make of the Canadian real estate madness right now with Realosophy's John Pasalis

Stock of the Week: TD Bank
Look out, Questrade

5 Scary Canadian Stocks
Beware: These companies are overvalued, will all of them carrying a Morningstar Star Rating of only one or two stars

4 Reasons to Back Bonds
High prices and low, or even negative, yields make some bonds appear unattractive to investors, but here are four reasons not to ditch the debt

Canada's Resilient Sustainable Fund Space
Q3 continued a positive trend for ETF and fund flows for ESG investments

What Would a Biden Win Mean for Canadian Cannabis?
What would decriminalization in the U.S. do to established marijuana producers across the border? We ask Kristoffer Inton about opportunities available today

3 Stocks to Sanitize Your Portfolio
These companies boast non-cyclical, stable businesses that tend to do relatively well during economic upheavals and market downdrafts

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

To REIT or Not To REIT?
Signature’s Lee Goldman argues that the REIT space requires selectivity

Quant Concepts: A Portfolio of Horrors
A cautionary tale of picking Canadian companies poised to lose money, with CPMS's Emily Halverson-Duncan

October 19

Should you Break your Mortgage for a Lower Rate?
It could be expensive, because the flip side to the lowest rates of all time is some of the largest penalties of all time

13 Investment Risks to Consider
Think you considered all the risks before choosing your investments? Here are some you might have missed

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

4 Reasons to Back Bonds
High prices and low, or even negative, yields make some bonds appear unattractive to investors, but here are four reasons not to ditch the debt

The Future of Responsible Investing in Canada
Morningstar’s latest Executive Forum addresses questions around policy, regulation, greenwashing, and Canada’s oil and gas industry 

10 Cheap Moat-y Canadian Stocks
These companies all have economic moats and come at a discount - and two of them can fend off rivals for decades to come 

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Stock of the Week: BlackBerry
Is it back from the dead?

Tesla Gets a Moat Upgrade
We think the electric vehicle company has an improving sustainable competitive advantage 

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

October 12

Positive News From COVID-19 Vaccines Don't Change FVEs
Despite encouraging updates from AstraZeneca and BioNTech/Pfizer, we maintain our fair value estimates

10 Cheap Moat-y Canadian Stocks
These companies all have economic moats and come at a discount - and two of them can fend off rivals for decades to come

Five Factors for Low Volatility
These attributes help keep companies steady when markets get rough, Morningstar Canada's Director of Investment Research, Ian Tam finds

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify

Stock of the Week: Enbridge
The pipeline is back in action after the court order was lifted: does it matter?

What is a Bubble?
What happens when the stock market turns into a casino – and what to do when it does

24 Stocks for 2030
Morningstar analysts are all about investing for the long-term. We think these companies will benefit from one of five key trends over the next decade and beyond

October 5

Stock of the Week: Enbridge
The pipeline is back in action after the court order was lifted: does it matter?

Have You Thought About Liquidity Risk Lately?
Why it's so important - especially if you're looking thinking of selling soon

When to Sell an Investment
Getting back to cash is half the trade - here's what to remember

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Dividend Manager Stays True to Form
1832’s Don Simpson outperforms by hunting for hidden value amidst the uncertainty

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

24 Stocks for 2030
Morningstar analysts are all about investing for the long-term. We think these companies will benefit from one of five key trends over the next decade and beyond

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

September 28

Is Tesla's Share Price Bonkers?
Shares in the electric car maker have soared more than 800% over the past year. Can it continue? Morningstar columnist John Rekenthaler takes a look 

Tech in Canadian Funds
Are managers leading or following the technology boom?

A Better Way to Look at Investing in Equities for Income
The pros and cons of using dividend-paying stocks as bond replacements 

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

24 Stocks for 2030
Morningstar analysts are all about investing for the long-term. We think these companies will benefit from one of five key trends over the next decade and beyond

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

Peering into Palantir's Data Market Disruption
We value the company at US$28.2 billion, reinforced by a sticky customer base and positive moat trend

The Debt Mess
The choice we face is simple: we either we continue along the present path and allow a volatile situation to finally explode, or we go on a painful, self-inflicted deleveraging diet.

Waiting for the Cannabis Hit: 7 Stocks for Your Watchlist
How edibles could change the market

Blank Cheque Companies: Be Careful
Nikola's not the first 'SPAC' to emerge in an explosion of 'strategic' IPOs in 2020 - here's what investors need to know

September 21

10 ESG Funds for Passive Investors
The choices are far fewer when it comes to sustainable ETFs – of the 116 sustainable funds in Canada, only 30 are passive

3 Easy Steps to Finding a Suitable ESG Fund
Morningstar's ESG Screener makes it simple

What Can We Learn from the Rio Tinto Disaster?
The mining company intentionally destroyed a 46,000-year old sacred site for US$ 135 million worth of iron ore – and it could cost them billions

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

4 ESG Stocks to Consider
These companies have low ESG risk scores as rated by Sustainalytics

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

Good Active ESG Funds to Consider
If you want to invest in ESG-focused funds, here’s a list to help you start your research

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

How Much Should I be Saving?
The exact number may differ, but the principles are the same

China’s Changing Electric Vehicles
A better infrastructure, way more production and sales make for undeniable leadership

September 14

Stock of the Week: CIBC
Are the glory days over? Or is this just a new beginning?

100 Ways to Cut Your Day-to-Day Expenses
If you're looking to save a few more dollars, these tips on cutting your grocery, utility, and personal-care bills, among others, are worth a look

Canada and China Grow Dividends in Q32020
Will the dream run continue? Here are our top picks

Concentration Works Both Ways
Ian Tam analyzes the U.S. and Canadian recoveries and discovers something interesting

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Vanguard Cautions on Quest for Yield
The asset manager launched a new fund-of-funds product that targets a 4% annual payout, aimed at retirees and soon-to-be retirees

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

When Dollar-Cost Averaging Can Help (or Hurt)
A systematic investing approach doesn't usually improve returns, but it can help in certain situations

Downtown Won’t Become a Ghost Town
COVID-19 turned most city centres into empty spaces – but they won’t stay that way!

September 7

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

3 Stocks Growing With the Cloud
Accelerated adoption of digital cloud-based operations with the pandemic has these companies seeing significant profit potential

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Where to Find Value in the TSX?
The tide might be turning for cyclicals, but portfolio managers warn that you need to be very specific as you buy in Canada right now

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify

Not a Normal Recession: Manager
Mackenzie's growth manager is outperforming by getting extra picky

Our Comment Letter to the OSC
We comment on the OSC's Ontario Capital Markets Modernization Taskforce’s consultation report 

Canada and China Grow Dividends in Q32020
Will the dream run continue? Here are our top picks

August 31

My #1 Money Lessons
Morningstar experts reflect on the money lessons they would have wanted their younger selves to know

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

Stock Analyst Sentiment in COVID-19
At the peak of the pandemic, analysts were extremely bearish on Canadian stocks - but have since changed direction dramatically

Canadian Bank Q3 Results
Here's how the banks did this quarter

New Fair Values for Apple, Tesla After Stock Splits
After adjusting our fair value estimates, both stocks still look rich

Canadian Telco Havoc
Companies get a bad surprise with their overage charges; Telus may have taken a toll on Rogers

What is a Stock Split?
Companies like to play with the price of their stocks sometimes…here’s why and what you should know

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

How to Be a Better Investor: Episode 3
Products, services, what is what in the world of finance - and how to look out for yourself

August 24

Retirees: Should You Pay Off Your Mortgage?
Retirees looking for a decent return in this low-rate climate would be wise to consider it

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

A Tale of Two Markets
Market Concentration and the COVID-19 Recovery

The End of Preferred Shares?
LRCNs are set to be a game-changer, says Fiera Capital's Nicolas Normandeau - Could this mean the end of preferred shares?

Canadian Bank Q3 Results
Here's how the banks did this quarter

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.

Stock of the Week: Curaleaf
U.S. cannabis surges: But guess who wants the taxes

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify!

August 17

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify!

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

The Best Asset Allocation ETFs to Consider
Each of these ETFs are rated 3 Stars or higher by Morningstar, or have been awarded a quantitative rating of Bronze, Silver or Gold

Reasons NOT to Invest in Gold
It's hit a record high and investors have poured billions into funds that track the metal. But should you invest? Probably not

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

Recent Rally is an Illusion: Manager
Fidelity Canada’s value-oriented Steve MacMillan says when the gains of tech stocks fade neglected U.S. small-caps will shine

What’s Buffett Selling?
There were few surprises in wide-moat Berkshire Hathaway's second-quarter 13-F filing

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Stock of the Week: Walmart’s Big Secret
If the rumours of an attack on Amazon are true, this revengeful retailer would do the most damage

3 Reasons to Buy Big Data
CIBC's tech fund head says the strength we've seen is here to stay

August 10

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify!

Should You Take The Higher Credit Card Limit?
Accepting the nice gesture in the mail isn't always the right thing to do

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Reasons NOT to Invest in Gold
It's hit a record high and investors have poured billions into funds that track the metal. But should you invest? Probably not

The Best Asset Allocation ETFs to Consider
Each of these ETFs are rated 3 Stars or higher by Morningstar, or have been awarded a quantitative rating of Bronze, Silver or Gold

Why Aren’t Stock Bubbles Considered Inflation?
Central banks should start by stabilizing assets 

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

How to Be a Better Investor: Episode 2
Put your money to work if you're looking for financial freedom

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Baby Steps for Reducing Risk
Investors can take smaller steps to reduce a portfolio’s risk profile without making a sweeping overhaul

August 3

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify!

7 Things Your Estate Plan Might Have Missed
If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

3 Reasons to Buy Big Data
CIBC's tech fund head says the strength we've seen is here to stay

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Fund Finds Superior Income and Growth at Home
Five-star CC&L gets the best of both worlds by casting a wide net – and focusing on the TSX

European Telecom Stocks on Sale
These blue-chip businesses are nimbly adapting by reducing costs, improving efficiencies and growing their geographic footprint to remain competitive and profitable

How to Be a Better Investor: Episode 2
Put your money to work if you're looking for financial freedom

Corporate Bonds are on Shaky Ground
Pre-COVID, corporate debt was at an all-time high, and at an all-time low-quality level. Now, a lot of that low-grade debt is being downgraded to junk status

July 27

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

ESG Grows During Recovery
Sustainable investments have seen a pick up in investor attention

Canada’s 2nd Most Expensive Stock
Gold's giving Shopify a run for its money

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

Big Beer on Sale
These 3 brewing barons are high-quality businesses with entrenched positions in a consolidated market - and now they're about to catch some tailwinds of growth

Corporate Bonds are on Shaky Ground
Pre-COVID, corporate debt was at an all-time high, and at an all-time low-quality level. Now, a lot of that low-grade debt is being downgraded to junk status.

Fund Finds Superior Income and Growth at Home
Five-star CC&L gets the best of both worlds by casting a wide net – and focusing on the TSX

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

How to Be a Better Investor: Episode 1
Learn how to picture your goals so you can better reach them

What a Covid-19 Vaccine Means for Investors
Three new vaccines for coronavirus look poised for emergency use authorization in the US this autumn. What does that mean for investors?

July 20
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

Why Gold is Not a Great Investment
If it isn't making you money, it's costing you money

How I Played Options and ‘Lost’
Why investors need a controlled trial by fire, taking advice from social media and a small defence of options

Investing in Post-Pandemic Real Estate
Why 1832 Asset Management’s Tom Dicker sees some promising pockets in certain commercial realty and single family homes

Stagnant Canadian Strategic Beta Market
Although assets are up to $15.4 billion in 2019, that's still only a 10% share - as it has been since 2014

What a Covid-19 Vaccine Means for Investors
Three new vaccines for coronavirus look poised for emergency use authorization in the US this autumn. What does that mean for investors?

Coronavirus Controversies Climb
Issues concerning responsible investors continue to rise in the wake of the virus: Sustainalytics 

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

How to Not Run Out of Money
Running out of money is a major fear for retirees, but there are ways to make sure you protect yourself

July 13

How to Not Run Out of Money
Running out of money is a major fear for retirees, but there are ways to make sure you protect yourself

Working From Home? Mind the Tax Rules
You must be required by your employer to deduct expenses, and there are limitations

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Should You Pay Down Your Mortgage?
Being mortgage-free is a dream many people hold and rock-bottom interest rates might make it easier to achieve. But is it the best way to use your savings?

Will Airbnb IPO or What?
We don’t think COVID has made the intended public offering impossible

The Pros and Cons of ETFs
Some benefits of exchange-traded funds have been oversold, while others are under-appreciated, argues Morningstar's global director of ETF research

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

Why Gold is Not a Great Investment
If it isn't making you money, it's costing you money

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

July 6

Working From Home? Mind the Tax Rules
You must be required by your employer to deduct expenses, and there are limitations

Should You Pay Down Your Mortgage?
Being mortgage-free is a dream many people hold and rock-bottom interest rates might make it easier to achieve. But is it the best way to use your savings? 

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long

The Pros and Cons of ETFs
Some benefits of exchange-traded funds have been oversold, while others are under-appreciated, argues Morningstar's global director of ETF research

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

The Facts Around Dividends
4 facts to keep in mind when deciding whether to buy dividend stocks or funds

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

3 Stocks Susceptible to H-1B Visa Clampdown
Investors may want to keep these names, among the top 30 H-1B employers, on their radar, as this restriction could alter their business fundamentals in a meaningful way

Confessions of a Former 'FIRE' Skeptic
How I learned to stop worrying and believe that these people are actually onto something

June 29

What Do the Mutual Fund Classes Mean?
Understand how the same fund can differ, with Morningstar's Director of Investment Research, Ian Tam

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Annuities Aren't What They Used to Be
Insuring good income in retirement is getting harder as we live longer - but COVID could change that

From WeWork to We Don't Work
A wave of demand disruptions is about to bring severe consequences to the company if it doesn’t let go of leases soon

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

Ontario DSC Rules Promote Wealth Inequality
Now it's only the small investors who fall prey

Confessions of a Former 'FIRE' Skeptic
How I learned to stop worrying and believe that these people are actually onto something

15 Stocks to Invest in Change
These companies achieve high Minority Empowerment Scores because they demonstrate a strong commitment to diversity and inclusion

When to Buy Stocks Directly
An offer that most investors should refuse

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

June 22
Why Early Retirement Is a Wrong Goal
Just because you can doesn't mean you should

Lululemon Continues to Defy Gravity
Online sales helped saved the company this year. Will its retail magic make up for lost opportunity?

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

Easy Money: Download Robinhood, Buy Stonks, Bro Down
A battle between smart professional stock sellers and those known as the corona generation has hit global equity markets in recent months.

Ontario DSC Rules Promote Wealth Inequality
Now it's only the small investors who fall prey

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

What Do the Mutual Fund Classes Mean?
Understand how the same fund can differ, with Morningstar's Director of Investment Research, Ian Tam

5 Ways Rebalancing Can Benefit Your Retirement Plan
The virtues of rebalancing are greater when you're retired than when you are accumulating.

June 15

Why Early Retirement Is a Wrong Goal
Just because you can doesn't mean you should

10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale

Is the Stock Market Rebound Overdone?
There is no definitive answer, but here are three things to consider before you invest

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

Quant Concepts: Uncommon Canadian dividend stocks
Stepping outside of the S&P/TSX Composite can yield you some benchmark-beating performance, and less volatility, Emily Halverson-Duncan finds

Is Your ETF Actually Diversified?
If you’re in a market-weighted S&P/TSX Composite index, or even an S&P 500 ETF, maybe not.

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

It's the Fundamentals, Not the Forecasts
Nevermind trying to guess the path, Manulife’s Prakash Chaudhari finds the right vehicle

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

June 8

Battle at Timmies
Shareholders of the parent company of Tim Horton’s, Popeye’s and Burger King aren’t giving up on employees and the environment – even in the face of resistance from the board

Playing Canadian Banks Right Now
The latest results weren't pretty - on the surface. Morningstar's Eric Compton says there's more than meets the eye, and he's switching picks now

3 Pot Stocks with High Upside Potential
Cannabis surviving the crisis might not come as a surprise when it's poised for exponential growth

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

How Canadian Bear Markets Influence Fund Performance
Are funds reacting similarly during the coronavirus pandemic?

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

OK, People: It's Time to Think Big
If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

Is the Stock Market Rebound Overdone?
There is no definitive answer, but here are three things to consider before you invest

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

June 1

Tim Hortons 2.0
Timmies is about to get a little Burger King

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

Human Rights on the Ballot at Google
Alphabet’s AGM will see shareholders vote on 10 proposals, including pay equity, sustainability and human rights risks – but it's looking like an uphill battle with the board

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

Why Fees Matter
After 10 years, the impact of a 2% fee results in a difference of 18% less wealth when compared to no fees. After 20 years, that widens to 33%

OK, People: It's Time to Think Big
If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way

The Dividend Balancing Act
Ensure your dividend-paying companies are more than attractive on the surface with these tips from Morningstar Canada's Director of Investment Research, Ian Tam, CFA

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Cannabis, Take Two
Canadian companies are picking up ‘low-hanging fruit’, while U.S. giants focus on multiplication 

May 25

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Is technology the new king?
With the housing market temporarily frozen, and energy decimated, the technology sector has crept into the number one spot. Where does that leave Canada?

Should Investors Fear Deflation or Inflation?
Up until the pandemic, deflation was the threat. But with record stimulus comes the risk of inflation. What should investors prepare for?

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

Buy like Buffett
These 3 U.S. stocks in Berkshire Hathaway's portfolio are all undervalued according to our metrics

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

The investments for the times
Take a look back at past downturns to see how each asset type fared when the going got tough with Morningstar's Director of Investment Research, Ian Tam, CFA

2010 vs 2020: How investing has changed
A look at the 10 biggest companies today and a decade ago reveals a lot about how investors are thinking

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

May 18

Canadian energy hits an ESG roadblock
A reckoning is coming for our oil, as Norges Bank divests from four Canadian oil majors - and more asset managers are expected to follow

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

Residential real estate: a reckoning or just a softening?
For the time being, the residential real estate market is holding up, but there are challenges ahead

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

Well-managed companies at attractive prices
The stocks of undervalued, high-quality companies run by adept managers are appealing no matter the market climate

Morningstar Quantitative Ratings in the sell-off
Holding true even in the worst of times, the gold-rated funds outperformed those that rated neutral or negative

Canadian real estate remains resilient
Realosophy's John Pasalis says sales are steady but there are warning signs with rentals

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

May 11

Coronavirus vaccine progress accelerates
Diagnostic testing, treatment, and a coronavirus vaccine could allow near-normal distancing and nonessential business recovery by mid-2021

Canadian real estate remains resilient
Realosophy's John Pasalis says sales are steady but there are warning signs with rentals

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Sell in May, Go Away
A strategy that leads to pay day? Not really.

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

The hardest decision in investing
When and how should you get back into equity markets after panic selling?

Beyond Meat madness
The no-moat, no-meat burger stock is still too expensive

Gold shines for this fund
RBC's approach to precious metals has paid off - miners, bullion and other related securities have made for a medalist performance 

Canada’s dividend aristocrats fall from grace
For now… Could their moves to cut payouts be a sign of strength?

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

May 4

Should you borrow to invest?
Right now, valuations have corrected, some stocks are yielding upwards of 6%, and borrowing rates are low, so the math works out

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

Berkshire meeting takeaway: extreme caution
This wide-moat firm's annual meeting reminded us to take caution and preserve cash

Canada’s dividend aristocrats fall from grace
For now… Could their moves to cut payouts be a sign of strength?

Time to invest in the U.S. dollar?
The U.S. dollar is at its highest point in 18 years and near an all-time high. Time to buy it long or short it?

The stock market is not the economy
What’s more, the two are drifting even further apart

COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

April 27

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

Time for accountability at Tim's
Pandemic will make it harder for parent company to ignore worker rights proposal this time around

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

Getting retirement ready in turbulent times
It’s time for pre-retirees to start taking concrete steps

COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains

Time for a new modern portfolio model?
The old stock/bond model may be getting less efficient and more volatile, and to help with that, new models are offering alternatives

5 stocks Buffett might buy, if he could
The Oracle of Omaha might take an interest in these high-quality firms if Berkshire were nimble enough

Why ESG matters in downturns
Companies that 'do the right thing' are also likely to do well in the future 

Canadians experience ‘Below Average’ tax and regulatory environment
Morningstar’s sixth Global Investor Experience Study sees Canada continue to score poorly relative to other markets

April 20

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

10 top sustainable mutual funds in Canada
The choice between investing sustainably and performance is not mutually exclusive

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains

Why ESG matters in downturns
Companies that 'do the right thing' are also likely to do well in the future 

Valuable ESG stocks
These three sustainable Canadian companies are on sale

10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options

Why oil went negative
For the first time in history, WTI crude slipped into negative territory, because of vanished demand and a storage crunch

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

4 ESG stocks for sustainable investing
Aligned with investor values and on sale, these big names may be the responsible bet you're looking for

April 13

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains

Is it time to keep your distance from Zoom?
The teleconferencing platform has had a surge in users, but the freemium model is not without risks—some more embarrassing than others

This time’s recovery will take longer
BMO’s James Thai argues that as the market slowly recovers it’s critical to separate winners from losers

Is this time different?
The regularity of market crashes is a reminder that patience is key to investing in equity markets

The tech fund that barely fell
How Fidelity Global Innovators stayed afloat, and the resilience of exciting names

Deals on dividend stars
Yields are looking very nice relative to today's prices - here are a few tips to help with your stock picks from Morningstar's Director of Investment Research, Ian Tam

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

How to decide where to hire active managers
Active management is tougher in some categories than others

April 06

9 sources of emergency cash, ranked from best to worst
Credit cards are the easiest, but worst option – here’s eight others to try before you swipe

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains

Did the Morningstar Star ratings work in this downturn?
In a word, yes. Equity funds (and managers) that have historically outperformed their peers have continued to do so in this current downturn

Why are China’s markets doing so well?
In developed economies: the question on the street is “when will the market blowout end?” In China: the question is “when will the bull market start?”

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

How to lose money
Even though it feels like you are reducing risk by pulling out of the market, the long-term effects could hurt your overall returns

What to do with Canadian banks?
The yields look good, but the risks are real, and it could get worse before it gets better

What are top performing dividend funds holding?
Here's a look at the stocks the best performing dividend income funds within Morningstar’s database are holding

March 30

COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

Which companies won’t cut dividends?
With the fear of a recession – and dividends cuts – looming, here’s what to look for in companies that can sustain dividends into the future

The return of the value investor
Brandes’ Luiz Sauerbronn is excited because now, good companies are available at attractive prices, and says “Everything is on sale!”

Will Shopify lead the way?
It’s done well throughout the volatility, but it needs to come down in price – a lot

Stocks or ETFs?
Want to get in on the action? Start here

Now’s the time to buy
The current market conditions are creating tremendous dislocations between share prices and intrinsic values, says Sionna’s Marian Hoffmann

What are top performing dividend funds holding?
Here's a look at the stocks the best performing dividend income funds within Morningstar’s database are holding

What to do with Canadian banks?
The yields look good, but the risks are real, and it could get worse before it gets better

March 23

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

Why are China’s markets doing so well?
In developed economies: the question on the street is “when will the market blowout end?” In China: the question is “when will the bull market start?”

The opportunities in a recession
The rough road to recession ultimately leads to shiny new opportunities for those who hold on to their nerve – and quality stocks

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

When FOMO is warranted
The long-term pain of missing a major day of investment returns won’t be felt until years later – the only way to ensure you catch it is to stay invested

What to do with Canadian banks?
The yields look good, but the risks are real, and it could get worse before it gets better

When will stocks recover?
The four stages of (most) bear markets

What next for REITs?
At this point in the market downturn, no sector is immune, but some offer a better resistance potential, and REITs could be one

5 cheap wide-moat Canadian stocks
These stocks have fallen below our fair value estimates – and have a sustainable competitive advantage relative to their peers

COVID-19 and your taxes: Deadlines extended
Outstanding federal 2019 tax now due Aug. 31, and other changes to know

March 16

20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction

5 cheap wide-moat Canadian stocks
These stocks have fallen below our fair value estimates – and have a sustainable competitive advantage relative to their peers

COVID-19 and your money
With all the headlines and confusion, we want to make sure you’re headed in the right direction - this list of news will be updated daily, to help you stay informed and prepared

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

What to do with Canadian banks?
The yields look good, but the risks are real, and it could get worse before it gets better

3 things to do right now
With COVID-19 comes an crucial need to ensure you're making the right moves: Ian Tam, Director of Investment Research at Morningstar Canada

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

Funds that outperformed in 2008
Seven equity funds that protected on the downside during the 2008-2009 financial crisis and recovered faster than the index

Virus brings rare entry for tech stocks
Wild weeks on Wall Street have opened some tempting opportunities

How Canadian funds are holding up
In the past month, the worst performing categories are all equity focused while most of the top performing categories are fixed income focused

March 09

10 cheap moat-y Canadian stocks
These stocks have fallen below our fair value estimates – and have a sustainable competitive advantage relative to their peers

3 things to do right now
With COVID-19 comes an crucial need to ensure you're making the right moves: Ian Tam, Director of Investment Research at Morningstar Canada

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

4 ways to turn a down market to your advantage
Christine Benz offers some practical things that investors can do in this market uncertainty

Risk, not volatility, is the real enemy
Grant us investors the wisdom to know the difference

How to play these volatile times
COVID-19, rate cuts, and talk of recessionary risks - what are investors to do? Scotia's Judith Chan weighs in

Funds that outperformed in 2008
Seven equity funds that protected on the downside during the 2008-2009 financial crisis and recovered faster than the index

How Canadian funds are holding up
In the past month, the worst performing categories are all equity focused while most of the top performing categories are fixed income focused

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

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

March 02

Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Emotional investing: What it costs, and what to do about it
It gets expensive when investors sell during downturns, research shows

The best ETFs to hold for retirement
If you know where you want your assets to go, see this list of the best-rated ETFs available in Canada

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

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

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

4 ways to turn a down market to your advantage
Christine Benz offers some practical things that investors can do in this market uncertainty

Should you be passive or active today?
Apart from the differences in costs and convenience, the choice of approach applies differently depending on your target sector and the market cycle

When does investing become speculation?
When the expected return is not clearly positive

February 24

Surge in Canadian retirement savings
But where is the money going? Most Canadians are struggling to define their financial goals, BMO study says, with insights on gender and advice on RRSPs

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Coronavirus-hit casino stocks on sale
China’s Macau shutdown is a great short term gateway to long term growth

The best ETFs to hold for retirement
If you know where you want your assets to go, see this list of the best-rated ETFs available in Canada

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

TFSAs aren’t for saving
RRSPs get all the investor attention this time of the year, and they shouldn’t

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

Getting started with sustainable investing
Here's what you need to know about sustainable funds and different ESG factors

ESG is a must for retirement
Investors at every life-stage, early, mid-career, or retirees, need to invest sustainably

What’s going on with gold?
Why today’s demand could become tomorrow’s supply

February 17

TFSAs aren’t for saving
RRSPs get all the investor attention this time of the year, and they shouldn’t

The best ETFs to hold for retirement
If you know where you want your assets to go, see this list of the best-rated ETFs available in Canada

Picking funds for retirement
Learn how to analyze the fit of funds for your portfolio with the Sharpe ratio, standard deviation, and create your own risk profile – and why these parameters matter

The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars

Retirement is more than money
It looks different these days. And investors need to ask themselves some important questions: Morningstar Executive Forum

3 Canadian picks for a decade or two
Rob Miehm shares a few ideas for those with a 10 to 20-year time retirement horizon

Should you borrow to invest in an RRSP?
Advisors weigh in on when the strategy can, and cannot, pay off

Canadian dividends in 2020
Why we're entering the "decade of dividend growth investing" and where dividend growth in Canada will come from, with Guardian Capital's Srikanth Iyer

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

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

February 10

BMO's new suite of ESG ETFs
What they include, exclude, how they picked fixed income and why there are some Canadian names that didn't make the cut

Canadian dividends in 2020
Why we're entering the "decade of dividend growth investing" and where dividend growth in Canada will come from, with Guardian Capital's Srikanth Iyer

Canada's best actively-managed ETFs
Easy-to-access professional management proved a medalist performance is possible

What Theranos can teach us about human behaviour
Lessons from the “New Steve Jobs’” fall from grace

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

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

Investor tax tips for 2020
Review your strategy now to take advantage of a tax-efficiencies this year

Canadian banks to take on volatility
Why they're an attractive place to anchor your portfolio in these choppy markets 

Adding growth to dividends
If you want stable income along with growth, here are alternatives to the Big Banks

Why not 100% equities?
Revisiting a 25-year old suggestion

February 03

Canada's best actively-managed ETFs
Easy-to-access professional management proved a medalist performance is possible

The Aurora aftermath
We see extreme uncertainty and we're reducing our fair value estimates for the company but we remain optimistic about the massive market potential ahead

How to play U.S. cannabis
The lack of federal legalization isn’t stopping these giants from unlocking massive growth in the states

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

Canadian cannabis update
Should investors be worried about a further fall in stock prices? Or is it an even better buying opportunity?

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

Utilities to protect from virus volatility
These three companies are a source of stability in uncertain times

Adding growth to dividends
If you want stable income along with growth, here are alternatives to the Big Banks

Health-care stocks: No fear of contagion
The coronavirus outbreak isn’t likely to have a long-term financial impact, and we aren’t changing our fair value estimates for these stocks

The impact of coronavirus for investors
And what we're doing with our portfolios: Morningstar Investment Management

January 27

5 tips for trading ETFs
It is always a good time to brush up on what constitutes good hygiene when transacting ETFs

Canadian cannabis update
Should investors be worried about a further fall in stock prices? Or is it an even better buying opportunity?

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

Vanguard’s new single-ticket global bond ETF
The latest offering gives Canadian investors access to over 15,000 fixed income securities at a management fee of 0.30%

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

Canada’s top 3 ETFs of the decade
These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge

New frontiers in factor investing
Momentum, volatility, quality and more – Morningstar’s new Factor Profile shows you the exposure of your funds to key drivers of risk and return

Understanding Morningstar's new Factor Profile
Learn how to use the new tool to identify seven return-driving dimensions in funds

Dividends in Canadian energy
Opportunities, risks and top picks that aren't only Enbridge

10 most popular stocks, funds, and ETFs of 2019
Here are the most-viewed securities on Morningstar.ca this year

January 20

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

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

5 vital signs to check your financial independence
Clear metrics toward financial independence can help you make better financial decisions

Canada’s top 3 ETFs of the decade
These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge

Dividends in Canadian energy
Opportunities, risks and top picks that aren't only Enbridge

5 tips for trading ETFs
It is always a good time to brush up on what constitutes good hygiene when transacting ETFs

10 most popular stocks, funds, and ETFs of 2019
Here are the most-viewed securities on Morningstar.ca this year

Global dividends for Canadian investors
The managers of Vanguard Global Dividend achieve a dividend yield that beats the benchmark, while maintaining long-term gains

Canada's 2020 outlook
Learn what asset managers think will happen this year

Is Enbridge a good pick for dividend seekers?
The wide-moat firm has one of the most attractive dividends in the Canadian energy sector

January 13

RBC's 2020 outlook
For the 2020s, RBC highlights four key themes for Canada – Climate change, an aging population, technological advances and slowing growth

Canada’s top 3 ETFs of the decade
These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge

The cannabis investing outlook in 5 charts
The cannabis market is on track for a ninefold increase over the coming decade as legalisation gathers pace across the US

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

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

Global dividends for Canadian investors
The managers of Vanguard Global Dividend achieve a dividend yield that beats the benchmark, while maintaining long-term gains

6 investing lessons for everyone
Morningstar columnist Christine Benz reflects on the biggest lessons she has learned from 25 years of investing

7 stocks with dimmer outlooks
These stocks underwent dramatic fair value or moat rating changes last month

Top Canadian stocks of 2019
A look at the top performers of the TSX Composite index, the top stocks in our coverage universe, and three stocks that are undervalued

Canada's 2020 outlook
Learn what asset managers think will happen this year

January 6

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

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

Top Canadian stocks of 2019
A look at the top performers of the TSX Composite index, the top stocks in our coverage universe, and three stocks that are undervalued

Is Enbridge a good pick for dividend seekers?
The wide-moat firm has one of the most attractive dividends in the Canadian energy sector

Canada’s top 3 ETFs of the decade
These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge

How to start trading
Ready to put your money to work? Here’s how to decide whether you want to be the captain, or what kind of co-pilot you want

Oh Ontario!
Most of Canada will ban Deferred Sales Charges in 2020 –Ontario is the exception

Ready to launch when rates rise
Preferred share manager Roger Rouleau has dry powder to deploy at 1832 Asset Management

4 stocks to bite into
These companies have a head start on the plant-based meat alternatives market, which we project will grow to US$48 billion by 2029

Canada's 2020 outlook
Learn what asset managers think will happen next year

December 30

Is Enbridge a good pick for dividend seekers?
The wide-moat firm has one of the most attractive dividends in the Canadian energy sector

Canada’s top 3 ETFs of the decade
These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge

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

Top Canadian stocks of 2019
A look at the top performers of the TSX Composite index, the top stocks in our coverage universe, and three stocks that are undervalued

Canada's 2020 outlook
Learn what asset managers think will happen next year

10 most popular stocks, funds, and ETFs of 2019
Here are the most-viewed securities on Morningstar.ca this year

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

7 golden rules of dividend investing
Avoid these mistakes if you want to build a portfolio focused on high dividend yields

5 lessons from the 'Witch' of Wall Street
The best advice is often timeless

How to find the best ETFs?
Go for gold when going for this efficient and easy-to-access asset class 

December 23

10 most popular stocks, funds, and ETFs of 2019
Here are the most-viewed securities on Morningstar.ca this year

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

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

How to find the best ETFs?
Go for gold when going for this efficient and easy-to-access asset class

These 7 arguments against index investing aren't compelling
A closer look at the merits of common arguments against index investing

Santa’s Financial Plan
We put together a to-do list for Santa (no naughty, all nice), to make sure all future Christmases run smoothly – and so that he can spend January on a beach

Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates

3 bargains in Berkshire's portfolio
This trio of stocks in Berkshire Hathaway are undervalued according to our metrics

A year-end to-do list for bucket investors
A step-by-step guide to 'bucket maintenance' as the year winds down

December 16

Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance

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

How to find the best ETFs?
Go for gold when going for this efficient and easy-to-access asset class

These 7 arguments against index investing aren't compelling
A closer look at the merits of common arguments against index investing

How income works in a low interest rate reality
A recipe for returns and sustainable yield with Leith Wheeler’s Jim Gilliland

3 bargains in Berkshire's portfolio
This trio of stocks in Berkshire Hathaway are undervalued according to our metrics

A polite reminder on fees
3 key things ultimately contribute to our true financial success: reasonable expectations, a close eye on fees, and great financial coaching

Healthy returns from booming biotech names
Long term investors can look to the sector for a dose of safety in uncertainty, and sometimes, “spectacular profitability”

Do you still use dividends for income?
Dividend stocks may no longer be reliable in an uncertain interest rate environment - Steadyhand's Tom Bradley discusses alternative income options

Canada’s top dividend stocks for Q3
Dividend growth in the Great White North beat the States for the ninth consecutive quarter

December 09

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

Do you still use dividends for income?
Dividend stocks may no longer be reliable in an uncertain interest rate environment - Steadyhand's Tom Bradley discusses alternative income options

These 7 arguments against index investing aren't compelling
A closer look at the merits of common arguments against index investing

How to find the best ETFs?
Go for gold when going for this efficient and easy-to-access asset class

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 3 low-cost mutual funds
Gold-rated gains at a bargain

Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates

Dollar-cost averaging vs. lump-sum investing
Dribbling a small amount of money into stocks is not necessarily the most lucrative investment strategy

Canada's real estate gold rush
Potential pricing problems and why you should be wary of preconstruction condos with baked-in appreciation

Investment adages that don't make sense
Yet they will not become extinct

December 02

Canada's top 3 low-cost mutual funds
Gold-rated gains at a bargain

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

Canada's real estate gold rush
Potential pricing problems and why you should be wary of preconstruction condos with baked-in appreciation

Canada’s top dividend stocks for Q3
Dividend growth in the Great White North beat the States for the ninth consecutive quarter

These 7 arguments against index investing aren't compelling
A closer look at the merits of common arguments against index investing

7 golden rules of dividend investing
Avoid these mistakes if you want to build a portfolio focused on high dividend yields

Berkshire is NOT a fund
It has great management and a variety of holdings – but there are fundamental differences that mean this stock is no fund substitute

Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates

How mutual fund income is taxed
Learn how distributions are taxed and what structures you can use to keep more of your money

Canadians are still getting gouged
Investors are still paying many advisors 5% commissions (and more) primarily due to political interference - where do we go from here? 

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