Top Articles: Week of December 18

2023

December 18

5 Cheap Canadian Stocks with High Dividend YieldsNovember 2023: There are banks, telecom companies, and an energy company in this list of some of the best Canadian dividend stocks.

Canada's Top 10 Performing Stocks in 2023The best returns are (almost) always a surprise.

10 Top Performing Canadian ETFs in 20239 of the top 10 are cryptocurrency, and the only one that isn't is a leveraged ETF.

Bombardier: Shares are UndervaluedWe're starting coverage of Bombardier stock, and we think the narrow-moat business jet manufacturer is prepared for take-off.

10 Top Performing Canadian Mutual Funds in 2023Bitcoin, Ethereum, everywhere – and some tech too.

10 Most Popular Canadian ETFs in 2023Here are the most-viewed ETFs on Morningstar.ca this year.

Canada's Top Performing Stock in 2023This Canadian company just soared to our top spot – but will it reclaim its glory of years past?

10 Most Popular Canadian Mutual Funds in 2023Balanced, Nasdaq, innovation and dividend funds dominated the charts, but surprisingly, fixed income did not.

10 Most Popular Stocks in Canada in 2023You may be surprised by the most-viewed stocks on Morningstar.ca this year.

3 Stocks for Lower Interest Rates in 2024Consider these high-yield investments amid increasing expectation of interest rate cuts this year.

December 11

5 Cheap Canadian Stocks with High Dividend YieldsNovember 2023: There are banks, telecom companies, and an energy company in this list of some of the best Canadian dividend stocks.

Why Are Active ETFs Everywhere in Canada?And how should investors decide if they should buy an active ETF right now?

5 Ultracheap Stocks to Buy With the Best Return on InvestmentThese undervalued companies have generated great returns in more ways than one.

Why is Magna Stock so Cheap?This Canadian auto parts giant just had a big revenue boost – here's how long it could last.

Should You Buy the Big Bond Bear Market?A massive drawdown in bonds seems to have left individual investors relatively unscathed. If you have money on the sidelines, now might be the time to look at bonds again.

Medalist Stock Picker Says Avoid These MistakesPeter Bates from T. Rowe Price talks about how he came to prioritize stock picking over making macro bets.

Don't Keep Your Savings in Your TFSAWhy you're missing out if you keep cash in that account.

5 Investing Rules I Break in My PortfolioDon't let perfect investing be the enemy of good.

Nvidia 2023 vs Cisco 1999: Will History Repeat?There are real similarities (and differences) between two dominant technology companies whose shares have both experienced massive rallies.

Thomson Reuters: Stock of the WeekWant to make a bet the news business will survive? Consider this first.

December 4

Don't Keep Your Savings in Your TFSAWhy you're missing out if you keep cash in that account.

5 Cheap Canadian Stocks with High Dividend Yields November 2023: There are banks, telecom companies, and an energy company in this list of some of the best Canadian dividend stocks.

Top Canadian Gold StocksCanadians love gold, and if you want to invest in stocks rather than the physical metal, two of the stocks we cover are cheap right now.

Why is BRP Stock so Cheap?Don't sell Ski-Doos when there's a waitlist and winter's on the way.

This Canadian Stock is Over 20% UndervaluedThis fertilizer company will benefit from stronger housing starts and home renovations in 2025.

Is EBITDA as bad as Buffett says? EBITDA can be a helpful valuation tool in some instances--just don't mistake it for free cash flow.

We're Overdue a Global Downturn: ManagerWhy RBC's gold-medalist all-equity fund manager says the damage done to the economy hasn't hit stocks yet – and here's what she's doing about it.

This Wide-Moat AI Stock May Surprise YouWatch out for this investment opportunity as artificial intelligence meets the metaverse.

An 8% Retirement Withdrawal Rate? A radio host advocates no small plans.

The 10 Best Dividend StocksThese undervalued stocks with reliable dividends are worth considering.

November 27

Will the 4% Rule Finally Be Accurate in 2024?Our annual study suggests that new retirees can spend more from their portfolios.

5 Cheap Canadian Stocks with High Dividend Yields November 2023: There are banks, telecom companies, and an energy company in this list of some of the best Canadian dividend stocks.

An 8% Retirement Withdrawal Rate? A radio host advocates no small plans.

Is EBITDA as bad as Buffett says?EBITDA can be a helpful valuation tool in some instances--just don't mistake it for free cash flow.

"Tremendous Opportunities" Ahead for Fixed-Income Investors: ManagerPIMCO's Alfred Murata argues that conditions have improved – and these higher-yielding assets look particularly attractive right now.

This Canadian Stock is Over 35% UndervaluedWe expect 2024 will still be challenging for this lumber company, but it should benefit from a housing rebound in 2025.

How to Scam-Proof Your Credit Card: Essential Tips and Tricks As fraud schemes evolve, take a moment to protect your money and maintain your peace of mind.

5 Steps to a Minimalist PortfolioA guide to building an effective, low-maintenance portfolio.

Canadian Bank Fiscal Q4 ResultsTD's messy results, RBC earnings as expected, Scotiabank's fair value estimate lowered, BMO is well positioned, and National Bank to face higher credit costs.

12 Lessons on Money and More From Warren Buffett and Charlie MungerCharlie Munger, who worked alongside Warren Buffett at Berkshire Hathaway for decades, died Nov. 28, 2023, at age 99.

November 20

How to Scam-Proof Your Credit Card: Essential Tips and TricksAs fraud schemes evolve, take a moment to protect your money and maintain your peace of mind.

5 Cheap Canadian Stocks with High Dividend YieldsNovember 2023: There are banks, telecom companies, and an energy company in this list of some of the best Canadian dividend stocks.

This Canadian High Dividend Stock is Over 20% UndervaluedThis company is a pipeline firm – one of Canada's lifelines – and its 7.8% forward dividend yield is 'highly secure.'

10 Best Growth Stocks to Buy for the Long TermThe stocks of these high-quality growth companies look undervalued today.

Here's Why Active ETFs Are So Hot Right NowA constellation of factors have powered active ETFs' meteoric rise.

Will the 4% Rule Finally Be Accurate in 2024?Our annual study suggests that new retirees can spend more from their portfolios.

3 Warren Buffett Stocks to Buy in Q4Undervalued stocks in Berkshire Hathaway's portfolio, as well as its latest buys and sells from its third-quarter 2023 13F filing.

An 8% Retirement Withdrawal Rate?A radio host advocates no small plans.

Global Dividend Manager Prefers Thrivers Over SurvivorsThis five-star dividend fund manager finds companies that shine in tough times as market sentiment has grown more pessimistic.

5 Ultracheap Stocks Undervalued by More Than 50% to BuyThese stocks may appeal to investors with long time horizons and an appetite for risk.

November 13

5 Cheap Canadian Stocks with High Dividend YieldsNovember 2023: There are banks, telecom companies, and an energy company in this list of some of the best Canadian dividend stocks.

Going Into Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?The data center business and artificial intelligence are the focus for Nvidia's earnings report.

This Canadian Stock is Over 30% UndervaluedA box-office success doesn't always mean blockbuster returns for investors - and this Canadian toy maker is still undervalued.

How to Invest Better With BondsSharpening your fixed-income portfolio allocations can improve results.

Canada's Softening Labour Market Still Suggests an End to BoC Rate HikesHiring slowed in October while unemployment ticked higher, which may make the central bank more cautious about raising the cost of borrowing.

After Earnings, Is Air Canada Stock a Buy, Sell, or Fairly Valued?With earnings and revenues that surpassed Wall Street's expectations here's what we think of Air Canada Stock.

We Need to Talk About Your Retirement 'Spending' Big inheritances can be a sign of underconsumption and suboptimal planning.

18 Rules for Aging WellThe rules to age successfully include, 'the unexamined life lasts longer', 'change no more than one-eighth of your life at a time', 'nobody is thinking about you', and 'pursue virtue but don't sweat it'.

Why is Berkshire Hathaway Stock so Cheap?A bet with Buffett today may be better than ever.

Why is Canadian Tire Stock so Cheap?This may be a bet if you believe Canadian Tire Money has value.

November 6

The 10 Best Companies to Invest in NowThese undervalued stocks of high-quality companies are attractive investments today.

Canadian Bank Pre-Earnings: What to Look for in the Bank ResultsOur analyst is keeping an eye on provisioning rates, net interest income normalization, and slowing growth. Plus, find out our top picks.

We Need to Talk About Your Retirement 'Spending'Big inheritances can be a sign of underconsumption and suboptimal planning.

This Canadian Stock is Over 60% UndervaluedWe disagree with a broader market view that the lithium market will move into a supply surplus in 2024 and 2025, instead we could see a supply deficit in 202

Why Are Boomers Being Blamed for Canada's Housing Crisis? Baby Boomers are participants in the Canadian housing crisis, not the cause of it.

Three Low-Cost Canadian Balanced ETFs to Consider These Canadian allocation funds provide efficient investment oversight.

3 High-Quality Stocks to Buy on WeaknessPut these wide-moat stocks trading near Morningstar's fair value estimates on your watchlist.

3 Stocks for Stability in Uncertain TimesThese companies can provide downside protection during economic weakness.

Why is Berkshire Hathaway Stock so Cheap?A bet with Buffett today may be better than ever.

After Earnings, is Apple a Buy, Sell or Hold?Solid results and a decent outlook, but Apple stock modestly overvalued.

October 30

This Canadian High Dividend Stock is 25% UndervaluedThis stock has a forward dividend yield of 7.14%, and boasts a narrow economic moat.

Four Cheap Canadian Telecom StocksAs the communication services sector recovers from its 2022 losses, we expect these four Canadian companies to ride the upswing.

5 Scary Stocks for You to Avoid This HalloweenThese specters can be found across sectors—from education to telecom, from tech to logistics. Read on to find out which is the scariest.

2 Cheap Growth Stocks to BuyThe undervalued stocks of these wide-moat large companies look attractive today.

Three Low-Cost Canadian Balanced ETFs to ConsiderThese Canadian allocation funds provide efficient investment oversight.

5 Top-Performing Technology ETFs Offerings from iShares and Invesco lead the pack.

Why Are Boomers Being Blamed for Canada's Housing Crisis?Baby Boomers are participants in the Canadian housing crisis, not the cause of it.

After Earnings, Is BlackBerry Stock a Buy, Sell, or Fairly Valued? With results that met expectations here's what we think of BlackBerry stock.

TransUnion: Stock of the WeekGet on the side of creditors with this stock trading at a serious discount.

What Did We Learn From the Last Bull Market?Three lessons from the pandemic boom.

October 23

A Dividend Aristocrat to Buy That's 26% UndervaluedThis wide-moat company's stock looks cheaper than it has in several years.

After Earnings, Is BlackBerry Stock a Buy, Sell, or Fairly Valued?With results that met expectations here's what we think of BlackBerry stock.

The 10 Best U.S. Dividend StocksThese undervalued stocks with reliable dividends are worth considering.

4 Big Dividend ETF Upgrades in 2023These dividend ETFs hold quality companies and come with a proven track record.

How to Master Your Next Mortgage RenewalGet the best deal on your next mortgage with these expert tips for Canadian homeowners.

Raising a Child in Canada Costs a Quarter Million: How to Handle the BillsThese tax breaks, tricks and tips can help you get through the financial gauntlet of parenthood.

Why You Can Still Count on Canadian Bank Stocks This dividend fund manager argues that with monetary tightening on hold valuations for Canadian dividend stocks are looking attractive.

5 Top-Performing Technology ETFsOfferings from iShares and Invesco lead the pack.

Fund Profile: BMO Allocation ETFsConsider these low-cost balanced funds that benefit from a strong management team.

5 Cheap Canadian Stocks with High Dividend Yields Our analysts expect these companies to continue delivering for investors.

October 16

Enbridge: Stock of the WeekJust when you thought the dividends couldn't go any higher.

Canada's Best Mutual Funds for International ExposureMany Canadians' portfolios are overweight in domestic stocks. These eleven funds, which earn our highest ratings, offer instant diversification across global equity markets.

These 3 ETFs Hold High-Quality StocksThese low-cost funds show that quality can come cheap.

Canadians: Plan to Keep More of Your Investment Income Master the 'how' and 'when' of your income from interest, dividends, and distributions with these tips.

5 Cheap Canadian Stocks with High Dividend Yields Our analysts expect these companies to continue delivering for investors.

Why You Can Still Count on Canadian Bank StocksThis dividend fund manager argues that with monetary tightening on hold valuations for Canadian dividend stocks are looking attractive.

3 Cheap International Stocks to BuyThese names are among the most undervalued stocks we see abroad right now.

Look for These 3 Things in Your REITs: ManagerFidelity's Steve Buller argues that barring negative headlines about high office vacancies, real estate stocks are slowly recovering.

Why the Israel-Hamas War May Not Be a Positive for Defence StocksThe link between military conflict and defence stock profit is not as clear as one might think.

Do Honest Countries Make the Best Investments?International stock investors don't talk much about national ethics—but perhaps they should.

October 9

3 Undervalued Stocks for BeginnersThe shares of these wide-moat companies are trading for less than they're worth.

Fund Profile: Vanguard Allocation ETFsThese low-cost, medalist approaches to a balanced portfolio aim to outperform the rest.

The Best Balanced ETFs for an RESP Though there are no target date ETFs available, low-cost balanced funds can work in the same way.

This Low-Cost and Low-Vol ETF is Top-QuartileBMO has managed to deliver a 5-star performance at a fraction of the price with lower volatility than both the index and category.

5 Cheap Canadian Stocks with High Dividend Yields Our analysts expect these companies to continue delivering for investors.

Why You Can Still Count on Canadian Bank StocksThis dividend fund manager argues that with monetary tightening on hold valuations for Canadian dividend stocks are looking attractive.

Blackberry to Split in Two: Why We Like the IdeaWe like the separation of the IoT and cybersecurity businesses and so should investors.

6 Conversations About Money to Have With Your Family Over the HolidaysCarve out some time to discuss financial planning.

What Does the TD Blue Chip Equity Manager Change Mean for You? One of Canada's largest equity mutual funds will no longer be managed by its the top-performing subadvisor T Rowe Price – Epoch Investment Partners will take over.

Israel-Hamas War: Three Scenarios That Worry The MarketsThere was no sell-off on the main international stock exchanges the day after the Hamas attack, but strategists and managers are looking at the consequences of a lasting war.

October 2

What Funds to Buy: Canada's First Morningstar ProspectsWhen you think about funds for your portfolio, consider starting your search here.

What Does the TD Blue Chip Equity Manager Change Mean for You?One of Canada's largest equity mutual funds will no longer be managed by its the top-performing subadvisor T Rowe Price – Epoch Investment Partners will take over.

10 Undervalued Wide-Moat StocksCheap high-quality stocks from the Morningstar Wide Moat Focus Index are attractive for long-term investors.

Why You Can Still Count on Canadian Bank StocksThis dividend fund manager argues that with monetary tightening on hold valuations for Canadian dividend stocks are looking attractive.

Canada's Cheapest Consumer Cyclical Stocks Right NowThe consumer cyclical sector has excelled so far this year, but these four Canadian companies still hold opportunities for investors.

Why Investors Are Pouring Billions Into Covered-Call ETFsWith their high yields, these options-trading funds are seeing a historic surge of interest.

Manulife: Stock of the WeekThe dividends are great, but it's probably not from the insurance business.

3 Low-Cost Stocks With High PotentialThese undervalued stocks were recently added to the Morningstar Wide Moat Focus Index.

Top Canadian Stock Gainers and Losers of September 2023Continuing the cannabis gains of September with Canopy, Curaleaf and Green Thumb stocks leading the charge, while Tilray, Canfor, Shopify and Laurentian plummeted.

September 25

Is This New Dividend Aristocrat Yielding 7% a Buy?This wide-moat company has raised its dividend for 25 years in a row.

Best Carbon Capture Stocks to Buy in 2023These companies are set to benefit from billions pledged to remove carbon dioxide from our atmosphere.

5 Cheap Canadian Stocks with High Dividend Yields Our analysts expect these companies to continue delivering for investors.

6 Charts On Where Bond Fund Investors Are Putting Their MoneyInvestors are choosing safer funds and eschewing short-term ones.

The Best Types of Investments to Own During a RecessionThese assets are safer than others when the economy slows.

Why Are We Averse to Annuities?Investors have the right to be skeptical.

The 10 Best Dividend Stocks TodayThese undervalued stocks with reliable dividends are worth considering.

The Best Balanced ETFs for an RESPThough there are no target date ETFs available, low-cost balanced funds can work in the same way.

Why is Bell Stock So Cheap?The telecom company is the most expensive of the Big 3 but is still trading at a 12% discount to our fair value estimate.

5 Top-Performing Technology ETFsOfferings from iShares and Invesco lead the pack.

September 11

Undervalued by Nearly 40% and Yielding Almost 5%, This Stock Is a BuyIt's a Warren Buffett stock pick, too.

High-Yielding Cash and Money Market ETFs are Great – For Now"Cash" ETFs deliver great yields at this moment, but they are no long-term substitutes for classic fixed income funds.

BlackBerry Stock Slides as Cybersecurity Business Continues to StruggleStock's decline seems overly punitive given modest revisions on its outlook.

The Best Types of Bond Funds for the Core of a PortfolioWhich bond funds should (and shouldn't) consume the bulk of your fixed-income assets.

Berkshire Hathaway Sold This Stock. Should You?Warren Buffett's behemoth has scaled back its sizable position in this technology stock.

Why Are Cannabis Stocks Heating Up?Cannabis companies are looking to make a comeback and Morningstar's Kristoffer Inton is watching these weed stocks.

This 'Far-Sighted' Strategy is Built for Long Term InvestorsLeith Wheeler's small/mid-cap strategy makes for a great medalist value opportunity.

Are Bonds a Better Bet Than U.S. Stocks Right Now?Morningstar Investment Management's Marta Norton lays out the changing calculus for investing across the markets.

5 Cheap Canadian Stocks with High Dividend YieldsOur analysts expect these companies to continue delivering for investors.

CIBC: Stock of the WeekWhy is CIBC preparing for losses in real estate – should investors be worried?

September 4

This Strategy Shows Why You Shouldn't Dwell on the MarketWhy Mawer's gold-medalist global equity fund manager prefers to outperform by buying single stocks on three principles.

Canadians: Plan to Keep More of Your Investment IncomeMaster the 'how' and 'when' of your income from interest, dividends, and distributions with these tips.

How the 3 Largest Shareholders in the World Voted at Canadian BanksState Street, Vanguard, and Blackrock voted against all shareholder proposals, but Vanguard's sub-advisors showed support on some issues.

5 Cheap Canadian Stocks with High Dividend YieldsOur analysts expect these companies to continue delivering for investors.

Canadians: Consider the Tax on the Interest You CollectYou might be surprised by these reporting requirements – and tax breaks - on your interest-bearing investments like bonds and GICs.

The Best Balanced ETFs for an RESPThough there are no target date ETFs available, low-cost balanced funds can work in the same way.

This Dividend Aristocrat Stock Is on a 40% DiscountThis narrow-moat dividend-growth stock looks cheap to us.

Why is George Weston Stock so Cheap?Loblaws without the bread business and helping of real estate serves up a compelling opportunity.

What Economists Think a China Downturn Could Mean for the Rest of the WorldWhat impact will weaker manufacturing prices and muted property sales have on other economies?

Bank of Canada Pauses Hikes, Leaves Rates UnchangedThe target for the overnight rate is being held at 5%, with the Bank Rate at 5.25% and the deposit rate at 5%.

August 21

3 Warren Buffett Stocks to BuyUndervalued stocks in Berkshire Hathaway's portfolio, as well as its latest buys and sells.

After Earnings, Is Disney Stock a Buy, Sell, or Fairly Valued?Losses shrank, but subscriber growth will be important going forward.

Shopify: Stock of the WeekWhy Shopify shareholders should be excited – and careful right now.

When to Sell a Stock? And What to Buy Instead?What are some signs that you should sell a stock, plus a cheaper alternative to Tesla and Nvidia for you to buy right now.

Canadians: Consider the Tax on the Interest You Collect You might be surprised by these reporting requirements – and tax breaks - on your interest-bearing investments like bonds and GICs.

5 Reddit Investing TipsShould someone with a defined benefit pension invest, save, or what? Reddit has some answers – and Morningstar has seven tips.

5 Cheap Canadian Stocks with High Dividend Yields Our analysts expect these companies to continue delivering for investors.

Everyone Needs a 'Too Hard' Pile For Financial InformationHow to avoid becoming overwhelmed with incoming information.

11 Big IPOs to WatchStripe, Databricks, and Instacart are among the firms expected to revive the lackluster IPO market.

Why is Bell Stock So Cheap?The telecom company is the most expensive of the Big 3 but is still trading at a 12% discount to our fair value estimate.

August 14

Telus: Stock of the WeekAfter the layoffs, Telus stock is the cheapest Canadian telecom we cover.

Canadians: Consider the Tax on the Interest You Collect You might be surprised by these reporting requirements – and tax breaks - on your interest-bearing investments like bonds and GICs.

Canada's Cheapest Renewable Utilities StocksShares of these Canadian businesses involved in the clean energy transition are currently undervalued.

How Have the Most Expensive Funds Done in Canada?Ian Tam explores whether Canadian mutual funds with high fees have paid off.

3 Growth ETFs To Avoid in 2023Investors interested in growth stocks would be better off passing on these three ETFs.

This Fund Did Dividends Without the DrawdownsHow a strict Canadian dividend stock strategy helped this investment team build a lower-volatility medalist mutual fund.

7 Ways to Combat Impulsive SpendingThe Fear of Missing Out can be costly. But the Joy of Missing Out can work wonders for your budget and balance sheet

3 Great Bond ETFsSolid core options to anchor your portfolio.

5 Cheap Canadian Stocks with High Dividend Yields Our analysts expect these companies to continue delivering for investors.

How Much Money Do You Need to Be Happy?You might be a part of the 'cult of never enough.'

August 7

Canadians: Consider the Tax on the Interest You CollectYou might be surprised by these reporting requirements – and tax breaks - on your interest-bearing investments like bonds and GICs.

Which Index is Best for U.S. Equity Exposure?Meaningful differences exist between the most popular benchmarks.

6 Things I Don't Own in My PortfolioSometimes what you leave out is just as important as what you put in.

7 Ways to Combat Impulsive SpendingThe Fear of Missing Out can be costly. But the Joy of Missing Out can work wonders for your budget and balance sheet.

A Wide-Moat Dividend Stock to Buy That's 35% UndervaluedWhy we're bullish on this overlooked stock with a 4% dividend yield.

The Lights Are Flashing, so Get Your Foot on The BrakeMarket and economic indicators are suddenly sounding, so what on Earth should investors do?

5 Cheap Canadian Stocks with High Dividend YieldsOur analysts expect these companies to continue delivering for investors.

After Earnings, Is Berkshire Hathaway Stock a Buy, a Sell, or Fairly Valued?Here's our look at Berkshire's Q2 results and key factors in how we're looking at the stock for Buffett's company.

As Trans Mountain Losses Build, Enbridge Emerges a WinnerWe're looking at a $20 billion loss, maybe more, on the Trans Mountain Pipeline, and Enbridge's Mainline system is the best alternative.

July 24

Why is TC Energy Stock So Cheap?There is a concern over the wildfire impact on natural gas pipeline flows, and worries about cost overruns on the Coastal GasLink.

11 Redditors in Canada Weigh In on Paying Down a Mortgage Reddit's Personal Finance Canada community offered advice on whether it makes sense to pay down a mortgage earlier, especially with high interest rates.

Berkshire Hathaway: Stock of the WeekBerkshire, owing to its diversification and its lower overall risk profile, offers one of the better risk-adjusted return profiles in the financial-services sector.

5 Most Undervalued U.S. Defensive StocksWell-known names such as Moderna, CVS, and Kraft Heinz are trading at discounted prices.

Is Work-from-Home Threatening Commercial Real Estate and U.S. Banks?As commercial real estate continues to struggle, banks in the U.S.will feel the brunt. Canadian banks will not be as impacted.

Do I Need a Side Hustle?Before you spend your time, consider how you're spending your money, first.

Is Alibaba Stock a Buy, a Sell or Fairly Valued Right Now? After the 25% trim, shares in the e-commerce giant remain undervalued.

3 Stocks That Could Heat Your Portfolio as the World WarmsThese companies play a pivotal role in making buildings more energy-efficient, and are set to thrive in a warming world.

Fund Managers Are Sitting on Cash. Why?The stock market rally since October hasn't fazed tactical allocation funds - they have kept moving out of stocks.

July 17

The Most Expensive Stock in CanadaAir Canada stock is trading at a 36% premium to our fair value estimate - but it is unlikely the party will continue long-term.

11 Redditors in Canada Weigh In on Paying Down a MortgageReddit's Personal Finance Canada community offered advice on whether it makes sense to pay down a mortgage earlier, especially with high interest rates.

The Canadian Equity Market Isn't as Canadian As it Once WasAccording to Morningstar Indexes' annual study, 48% of the revenues from the Canadian equity market are sourced domestically.

Is Alibaba Stock a Buy, a Sell or Fairly Valued Right Now?After the 25% trim, shares in the e-commerce giant remain undervalued.

How to Make the Most of Your Cash Right Now?Focus on matching your financial goals with the appropriate time horizon rather than simply on the higher rates.

Now's the Time to Prepare for What Comes After the RecessionWill it be a soft recession? Light recession? No recession? It doesn't matter. You should probably set your sights on what comes next.

3 Cheap Food Delivery Stocks to Bring Gains to Your PortfolioThese companies recognize the potential in utilizing autonomous delivery – and right now, the stocks are undervalued.

Canadians have 15x More Exposure to Canada Than They Need toVanguard found that Canadian investors allocate 52% of their total equities to Canadian equities – but a variation of the 60-40 portfolio works!

Alphabet Earnings: What to Look ForAs Alphabet nears its latest earnings results, we're watching for AI's impact on Google's revenue and any signs of a second-half turnaround for advertising

Historically Low Corporate Default Rates Hide That Trouble Is BrewingLevels of defaults and bankruptcies have seldom been so low. But a recent study shows that 37% of firms are close to default.

July 10

Home Prices in Urban Canada Won't Fall. Where to Buy Right Now?DBRS Morningstar thinks that demand will stay strong, while supply will stay weak - so prices won't fall, especially in Toronto and Vancouver.

Which is the Best Canadian Boutique Asset Management Firm? Mawer Vs Edgepoint Vs Beutel Goodman – one's Parent Rating is higher than the other two.

Why is TD Bank Stock So Cheap? Expect fairly messy earnings for the next year or more, although the upshot will be consistent mid-teens returns on equity.

Bank of Canada Raises Interest Rates Another 25 Basis PointsThe target for the overnight rate is now 5%, with the with the Bank Rate at 5.25% and the deposit rate at 5%

What the Taylor Swift Eras Tour Can Teach Us About FinanceA look at what the popstar made us do to our budgets.

How to Make the Most of Your Cash Right Now?Focus on matching your financial goals with the appropriate time horizon rather than simply on the higher rates.

Why is Telus Stock So Cheap? Telus is the most attractive telecom stock in Canada – and the reason why might surprise you.

In Asset Management, Bigger is Not Always BetterHere's a look at some of the best boutique managers we cover.

Will the U.S. Dollar Lose Its Supremacy? Unlikely.Though the U.S. dollar may seem like it is reducing in importance, its status as the world's reserve currency is still firmly entrenched.

What the Nasdaq 100 Rebalance Means for ETF and Index Fund InvestorsInvestors of funds tracking the index can expect a slightly different portfolio.

July 3

Why is TD Bank Stock So Cheap?Expect fairly messy earnings for the next year or more, although the upshot will be consistent mid-teens returns on equity.

Which is the Best Canadian Boutique Asset Management Firm?Mawer Vs Edgepoint Vs Beutel Goodman – one's Parent Rating is higher than the other two.

A U.S. Dividend Aristocrat That's 20% UndervaluedThis wide-moat stock is a buy today.

Reddit Canada Weighs in on Lump Sum vs Monthly Lottery PayoutsReddit's Personal Finance Canada community offered advice to a lottery winner - and Ian Tam ran the numbers.

Top Canadian Stock Gainers and Losers of June 2023West Fraser Timber, Canfor and Bombardier stocks jump, while Canopy Growth, Tilray and Saputo stocks plunge.

Q3 Stock Market Outlook: Time to Batten Down the Hatches or Raise the Sail?Investors should take profits on overextended stocks and reinvest in undervalued names left behind by the rally.

Why is Rogers Stock So Cheap?The Narrow-moat telecom major has a fair value estimate of $75, and it currently trading significantly below this level.

When Should You Own the Underlying Components Rather Than a Fund-of-Funds? Expensive fund-of-funds strategies may create a better opportunity for cost savings for investors, but there will likely be performance drift.

Why is Telus Stock So Cheap?Telus is the most attractive telecom stock in Canada – and the reason why might surprise you.

3 Pharma Stocks Eyeing Plump Profits in the Weight Loss MarketNew oral weight management drugs are in various stages of clinical trials, holding the potential to generate hefty revenue when they hit the US$ 405 billion market.

June 26

Canadians Prefer Global Balanced FundsThe latest Morningstar Balanced Fund Landscape for Canadian Investors reveals that local funds close to make way for global options.

When Should You Own the Underlying Components Rather Than a Fund-of-Funds?Expensive fund-of-funds strategies may create a better opportunity for cost savings for investors, but there will likely be performance drift.

What's Behind the Canadian Balanced Fund Boom?The impact of Vanguard ETFs, fees and what happened last year with performance: Author Michael Dobson discusses the new Balanced Fund Landscape report.

Canadians: Don't Rush To Buy a HouseA few key factors need to settle down before you decide to buy a new home.

Why Do Investors Hire Their Financial Advisor?Our research points to the importance of addressing a client's emotional needs during beginning conversations.

Deliberately Different, Delivering Above-Average ReturnsCI Global Leaders focuses on picking winning stocks, intentionally underweighting U.S. equities and the technology sector.

What Does Blackrock's Bitcoin ETF Mean for Cryptocurrencies?As the world's largest asset manager, BlackRock would immediately give legitimacy to the Bitcoin market in need of it.

Meta Stock Vs Tesla: In a Fight Between the Stocks, Which Is the Better Buy?Both companies are in the news as Mark Zuckerberg and Elon Musk seemingly agree to a cage fight. But are the stocks a buy right now? One wins out over the other.

A Career Retrospective: My 35 Years in FinanceMorningstar Director of Research Paul Kaplan writes his last column before retirement, in which he reviews nearly five decades of education and work.

The Best Wide-Moat Growth Stock You've Never Heard OfThe stock of this U.S. niche software leader is undervalued.

June 12

Why is Telus Stock So Cheap?Telus is the most attractive telecom stock in Canada – and the reason why might surprise you.

Don't Sell Your Teck Resources Stock Just Yet: Analyst"Teck's in Play," says Jon Mills, as the bids roll in for its coal business - and what Glencore may do about it.

9 AI Stocks That Aren't NvidiaFor those who don't want to chase the latest hot stock but are bullish on semiconductors, there are plenty of Morningstar-rated options.

BMO: Stock of the WeekWe lowered our fair value estimate on BMO stock as high interest rates begin to hurt.

"Huge" Rebalancing at Momentum ETF Provides Market-Beating CluesChanges in a major 'winner-picking' strategy from iShares offers these tips for stock-pickers, as Ryan Jackson shares the biggest and newest additions to the fund.

5 Steps to a Minimalist Portfolio A guide to building an effective, low-maintenance portfolio. Plus, some sample portfolio mixes to help you get started.

6 Undervalued Stocks That Just Increased Their DividendsQualcomm, Williams-Sonoma, and Comcast make our list of cheap stocks with higher dividend payouts.

10 Money Saving Tips from Reddit TorontoA new immigrant asked for steps to maximize savings in Toronto - Reddit delivered answers.

Canadians: Your CPP and QPP Cheques Will Keep Coming Why pension recipients in Canada shouldn't worry about their payments - but there is a tipping point ahead for the government programs.

Should You Buy a Covered Call ETF? You could, but you might be giving up as much as 9.5% annualized returns.

June 5

An Undervalued Stock With 50%-Plus Upside to Buy and HoldThis cheap lithium stock offers long-term investors a way to play one of today's top growth trends.

Should You Buy a Covered Call ETF?You could, but you might be giving up as much as 9.5% annualized returns.

15 Canadian Redditors on Stocks vs. ETFsIf you want to be in a driver's seat, you'll also have to control your mind to be able to sift through the 24-hour news cycle without forming a bias.

Canadian Banks Are Worried You Won't Pay Your MortgageThe big banks have increased their loan loss provisions, which means less cash flow, but dividends won't be impacted for now.

Canadians: Your CPP and QPP Cheques Will Keep Coming Why pension recipients in Canada shouldn't worry about their payments - but there is a tipping point ahead for the government programs.

Old Age Security: Steady as She Goes Here's why retired Canadians can trust they will continue receiving their Old Age Security (OAS) cheques, even with countless economic challenges ahead.

Bank of Canada Raises Interest Rates Another 25 Basis PointsThe target for the overnight rate is now 4.75%, with the with the Bank Rate at 5% and the deposit rate at 4.75%.

Why Ditching Active Funds is Boring and Maybe DangerousPassive funds with low fees have attracted trillions of dollars - but ditching active management may be a bad investment in the long run.

CP Rail: Stock of the WeekFrom worst to best: How Canadian Pacific rail turned their train business around.

5 Steps to a Minimalist PortfolioA guide to building an effective, low-maintenance portfolio. Plus, some sample portfolio mixes to help you get started.

May 29

The Great Canadian Buy and Hold PortfolioDoes the 'do nothing' portfolio work in Canada? Explore with Ian Tam using these 10 Canadian stocks.

Canadians: Your CPP and QPP Cheques Will Keep Coming Why pension recipients in Canada shouldn't worry about their payments - but there is a tipping point ahead for the government programs.

Canadian Dividends Grow 8.1% in Q1And global dividends are set to rise 5% this year, according to Janus Henderson.

Old Age Security: Steady as She Goes Here's why retired Canadians can trust they will continue receiving their Old Age Security (OAS) cheques, even with countless economic challenges ahead.

Air Canada: Stock of the WeekCanada's flag carrier is trading at a discount as bookings take off.

Top Canadian Stock Gainers and Losers of May 2023Blackberry, Shopify and Air Canada stocks jump, while Canopy Growth, Tilray and Nutrien stocks plunge.

These Catalysts Could Propel Apple Stock in the Coming MonthsWhile rumours swirl about an Apple AR/VR headset, an increasing monetization of its user base sees more upside in Apple stock thanks to its platform of services.

Why Index Funds and ETFs Are Good for Retirees Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.

One in Three Amazon Shareholders Unhappy with Executive Pay Practices32% of Amazon shareholders voted not to approve the company's executive compensation in the "Say on Pay" proposal. Other proposals also earned high support.

3 Diversified ETFs That Favour Tech StocksConsider these diverse ETFs that favour technology companies.

May 22

Canadians: Your CPP and QPP Cheques Will Keep ComingWhy pension recipients in Canada shouldn't worry about their payments - but there is a tipping point ahead for the government programs.

Old Age Security: Steady as She Goes Here's why retired Canadians can trust they will continue receiving their Old Age Security (OAS) cheques, even with countless economic challenges ahead.

Why Index Funds and ETFs Are Good for RetireesLow costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.

Is it Better to Buy a Bond or a Bond Fund?How the decision to buy bonds on your own comes down to cost, convenience, and skills according to Larry Siegel, Director of Research at the CFA Institute Research Foundation.

Are We Being Priced Out of Cars Now?Like homes, cars are now out of reach of most buyers, the latest data shows.

Beware of These Fund Red FlagsThere are many things to consider when picking a great fund to invest in, but knowing what to avoid is just as important.

3 Diversified ETFs That Favour Tech StocksConsider these diverse ETFs that favour technology companies.

Should I be Worried About The US Debt Ceiling Crisis?Investors can look to history for lessons on what the political battle means for their portfolios and the markets.

Don't Blindly Chase High Dividend Yield: The Risks With Generous CompaniesFor income seekers, stock-picking is about more than maximizing payouts. A high dividend yield can go hand in hand with unwanted risk.

These Are Canada's Only Gold-Rated Allocation ETFsThey've had a massive effect on Canada's balanced ETF market, and they should continue to outperform other all-in-one.

May 15

Old Age Security: Steady as She GoesHere's why retired Canadians can trust they will continue receiving their Old Age Security (OAS) cheques, even with countless economic challenges ahead.

Is it Better to Buy a Bond or a Bond Fund?How the decision to buy bonds on your own comes down to cost, convenience, and skills according to Larry Siegel, Director of Research at the CFA Institute Research Foundation.

A Cheap Growth Stock for 2023 and BeyondThis undervalued stock is a buy for its short-term resilience and long-term potential.

These Are Canada's Only Gold-Rated Allocation ETFsThey've had a massive effect on Canada's balanced ETF market, and they should continue to outperform other all-in-one.

10 Best U.S. Value Stocks to Buy for the Long TermThe stocks of these high-quality companies look cheap today.

Sustainable ETFs in Canada: How Far Have They Come?

Canadian sustainable ETFs have lower ESG risk than traditional funds, Morningstar's Ian Tam finds.

Fund Spy: This Contrarian Investment Strategy Works

A first-percentile performer at one, five, and ten-year trailing returns, it’s safe to say this medalist mutual fund is a reasonable contrarian play.

3 Growth Stocks for Aggressive Investors to Buy and HoldThese undervalued smaller growth stocks hold promise over the long term.

Demographic Dividends: How Canadians Can Invest in India's GrowthThe world's most populous country now has an economic edge – and these Canadian ETFs and mutual funds have exposure to the investment opportunities.

What's Your Investment Personality: Loner, Follower, or Zombie?Mindsets strongly affect investor decisions.

May 8

3 Growth Stocks for Aggressive Investors to Buy and HoldThese undervalued smaller growth stocks hold promise over the long term.

Looking for a Strong 60/40 Balanced Fund?Capital Group manages a great one for Canadian investors.

3 Dividend Stocks for May 2023The dividend prospects of a utility, a bank, and a REIT.

Berkshire Hathaway: 5 Main Takeaways From the 2023 Annual MeetingHere's what you need to know.

10 Top Performing Canadian Mutual Funds in 2022Here's how an 'energy advantage' played out in top Canadian portfolios.

Don’t Count on an Oil Glut: Analysts

A potential oil deficit with demand from developing economies should benefit investors.

Three Lessons From the 60/40 Portfolio’s Stumble

Balanced funds are sometimes dangerous—but can their risks be avoided?

The World is Awash With Debt, So How Do I Invest?The next source of issues in financial markets is anyone's guess, but a focus on quality will allow you to sleep at night.

Is Alphabet Stock a Buy, a Sell, or Fairly Valued After Earnings?With growing advertising revenue at Google and continued strength in the cloud business, here is what we think of Alphabet's stock.

The Best Canadian ETFs for Your RRSP Right NowCanadian investors should consider these top exchange-traded funds for their retirement savings accounts.

May 1

What Happens if a Company's Stock Falls to Zero?Here's how you'll be affected if a stock becomes worthless – and how to profit.

This Tech Stock Is a Buy Even After 60% RallyThe stock price of this high-quality company still looks cheap today.

For Dividend Investors, Time PaysDividends aren't a magical source of returns, but they can offer an edge.

10 Top Performing Canadian Mutual Funds in 2022Here's how an 'energy advantage' played out in top Canadian portfolios.

Costco: Stock of the WeekIs this Costco's secret to lasting retail success?

Looking for a Strong 60/40 Balanced Fund?Capital Group manages a great one for Canadian investors.

Morningstar's Updated Rating for ETFs and Mutual Funds in CanadaMorningstar Canada's Ian Tam explains how to use the new rating to find outperforming funds.

Now is When You Get Back into Corporate Bonds: ManagerInvesco's Matt Brill says the end of rate hikes is near – and you should be rewarded for owning fixed income.

JPMorgan buys First Republic Bank - The Morningstar ViewWe think it's a good deal for JPMorgan at least.

The Best Canadian ETFs for Your RRSP Right NowCanadian investors should consider these top exchange-traded funds for their retirement savings accounts.

April 24

3 Top Tech Stocks to Buy and Hold in 2023These undervalued wide-moat stocks hold promise for long-term investors.

10 Top Performing Canadian Mutual Funds in 2022Here's how an 'energy advantage' played out in top Canadian portfolios.

Why is Tesla Stock (Still) So Cheap?Elon may be overcommitted but Tesla investors shouldn't lose focus.

Glencore to Teck: 'It's On'With the coal separation stalled, Glencore is likely to return – and other bidders may emerge.

Microsoft Thwarted Over Activision Blizzard - the Morningstar ViewAfter the UK Regulator's surprise intervention, we are lowering our conviction that the deal will be approved.

The Best Canadian ETFs for Your RRSP Right NowCanadian investors should consider these top exchange-traded funds for their retirement savings accounts.

3 Stocks with Strong Cash FlowTake on stormy economic weather with companies focused on free cash flow.

These 'High Endurance' Managers Build a Portfolio They Can KeepHow StonePine puts together solid portfolios with very low turnover.

Should You Save For Retirement or an Emergency First?Retirement vs. Emergency Savings: How to prioritize in times of economic uncertainty.

Browder: Putin Has Done More For Clean Energy Than Any Climate ActivistHermitage Capital Management CEO and spirited Kremlin foe Bill Browder returns to the Morningstar studio to talk surprises, strategy, and that intelligence leak.

April 17

What Are Market Bears Saying?What do Michael Burry, Nasseem Taleb, Nouriel Roubini, and Jeremy Grantham think of the markets today?

10 Top Performing Canadian Mutual Funds in 2022Here's how an 'energy advantage' played out in top Canadian portfolios.

The Best Canadian ETFs for Your RRSP Right NowCanadian investors should consider these top exchange-traded funds for their retirement savings accounts.

I Could Have Bought That Gucci Bag - Here's Why I Didn'tPersonal finance expert Christine Benz says these luxuries in life are better than name brands.

Time to Go Both Defensive and Growth with Your Stock Picks: ManagerBluewater's Shah Khan argues that amidst inflation and looming recession, the focus for stock investors should be on strong companies that can thrive in challenging times.

8 Stocks for Impact-Minded ESG InvestorsYes, valuation and values can overlap; we see solid long-term opportunities in these stocks.

Where Buy-And-Hold WorksAbdulai Mohamed makes the case for StonePine's time-tested approach.

The 10 Best U.S. Dividend StocksThese undervalued stocks with reliable dividends are worth considering today.

What Does Sustainable Investing Mean for Canadian Fund Investors?Regulators just made things clearer for ESG investors - which helped us find the top sustainable mutual funds and ETFs in Canada.

Loblaws Gets a New CEO: What to KnowWith Galen Weston stepping back as chief executive, senior equity analyst Dan Wasiolek shares his thoughts on Loblaw stock now.

April 10

9 Cheap Local Stocks for Canadians to Invest InThese Canadian companies offer discounted shares for investors looking to boost their domestic exposure.

The Best Canadian ETFs for Your RRSP Right NowCanadian investors should consider these top exchange-traded funds for their retirement savings accounts.

Long-Term Growth Trends Canadians Can Invest InElectric vehicle production, medical technology, and cybersecurity are expected to shine in 2023.

10 Top Performing Canadian Mutual Funds in 2022Here's how an 'energy advantage' played out in top Canadian portfolios.

Why You Shouldn't Leave Your Cash in a Savings AccountTurns out, there is such a thing as having too much money saved. Here's why you should get your cash to work for you – and it can't do that in a savings account.

OSC Issues Cease Trade Order for Emerge ETFsETFs cease trading after financial statement deadline missed, auditor quit last November.

Battle of the Balanced Funds: Mawer vs. ManulifeHow a bond sleeve made a meaningful difference between these two global allocation funds.

Is Meta Stock Still a Buy After Its Big Rally?Facebook and Instagram Reels seen as growth drivers.

Teck Resources: Stock of the WeekWhy Teck shareholders should hope for another offer like Glencore's.

4 U.S. Energy Stocks With Fast-Growing DividendsA record year of profits means U.S. energy companies are paying buckets of cash to investors.

April 3

Battle of the Balanced Funds: Mawer vs. ManulifeHow a bond sleeve made a meaningful difference between these two global allocation funds.

The Best Canadian ETFs for Your RRSP Right NowCanadian investors should consider these top exchange-traded funds for their retirement savings accounts.

How to Report Your Income from Dividends?Make sure your income and transactions are properly reported on your tax return.

The Cheapest Moat-y Canadian Bank Stock Right NowTurmoil in the financial sector has presented a buying opportunity for this well-known Canadian bank.

Budget 2023: Good for Homeowners, "Theatre" For New BuyersThe investor threat is gone, existing homeowners are safe(r) and housing affordability isn't much better.

Why You Shouldn't Leave Your Cash in a Savings AccountTurns out, there is such a thing as having too much money saved. Here's why you should get your cash to work for you – and it can't do that in a savings account.

Is the Worst Really Over for Bonds?Franklin Bissett's Tom O'Gorman argues that the fixed-income market may be bottoming but it's time to be cautious about corporate bonds.

RBC: Stock of the WeekThese businesses at RBC have been running countercyclical.

Do You Really Need $1.7 Million to Retire?A recent poll says Canadians believe they need that much to retire – but your retirement number depends on your personal financial circumstances.

Fund Teams Face Off: BMO vs. TD vs. RBCHow do portfolio manager teams compare at these big Canadian banks?

March 20

Will Canadian Banks Be Impacted by the Global Banking Crisis?Market volatility continues for Canadian bank stocks, but funding is stable and unrealized losses appear manageable.

Fund Teams Face Off: BMO vs. TD vs. RBCHow do portfolio manager teams compare at these big Canadian banks?

Is it Time to Short Jim Cramer?These new ETFs are putting money where Jim Cramer's mouth is - here's why you should treat it as entertainment.

Another Banking Crisis, Another Call to BuffettBerkshire could inject capital into U.S. regional banks in exchange for high-coupon preferred stock and warrants to buy common stock. We don't expect Berkshire to buy a bank.

Stock Slump Was Good Medicine: ManagerMawer's Grayson Witcher is on the lookout for well-managed and attractively priced companies amidst market uncertainty.

The Cheapest Moat-y Canadian Bank Stock Right NowTurmoil in the financial sector has presented a buying opportunity for this well-known Canadian bank.

How Exposed Are Canadian Investors to Credit Suisse?These are the problems the Swiss bank is facing, how Canadian banks differ, and how much Credit Suisse stock we're holding.

Lowering First Republic Stock's Fair Value Estimate as Depositors FleeIt's unlikely that First Republic Bank remains profitable, and stock holders could get wiped out.

Canada's Cheapest (But Well-Rated) ETFsCheaper isn't always better, but it helps.

The Best Canadian ETFs for Your RRSP Right Now Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

March 06

3 Canadian Female Portfolio Managers to Invest with NowThese fabulous female managers are worth your money.

Do You Really Need $1.7 Million to Retire?A recent poll says Canadians believe they need that much to retire – but your retirement number depends on your personal financial circumstances.

What Should You Buy in Your Portfolio Right Now?Bonds are attractive again, thematic investing is difficult, and ESG is here to stay, the Morningstar Executive Forum is told.

CIBC: Stock of the WeekWhy CIBC and other Canadian banks could be in transition this year – and not in a good way.

The Best Canadian ETFs for Your RRSP Right Now Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

Canadians: Don't Rush To Buy a House A few key factors need to settle down before you decide to buy a new home.

Fund Spy: Go for the Known with Low FeesThese mutual funds are consistent, efficient, and cheap. Like 0.35% MER cheap!

More Canadian CEOs Named Michael Than Women CEOs: ReportEquileap's latest report shows that only 28 companies globally have closed the gender pay gap, and just 18 have achieved gender balance at all levels.

Want to Invest Successfully? Stop Trying to Make Sense of ItNarratives are important in investing, but we may not be doing ourselves any favours in clinging to misleading impressions.

Bank of Canada Pauses, Leaves Rates UnchangedAfter eight straight hikes, the Bank left the overnight rate at 4.5% and is continuing its policy of quantitative tightening.

February 27

Canadians: Don't Rush To Buy a HouseA few key factors need to settle down before you decide to buy a new home.

The Best Canadian ETFs for Your RRSP Right NowCanadian investors should consider these top exchange-traded funds for their retirement savings accounts.

Rate Hikes May Have Gone Too Far – And Bonds Don't Look BadCorporate bonds continue to be attractive as CIBC's Patrick O'Toole hands the baton to Adam Ditkofsky.

10 Top Performing Canadian Mutual Funds in 2022 Here's how an 'energy advantage' played out in top Canadian portfolios.

How to Find Canadian ETFs for IncomeConsider a screen for consistent distributions from ETFs and DIY Mutual Funds.

Why You Shouldn't Leave Your Cash in a Savings AccountTurns out, there is such a thing as having too much money saved. Here's why you should get your cash to work for you – and it can't do that in a savings account.

Which Canadian Bank Stocks Will Raise Dividends in 2023?Morningstar analyst Eric Compton talks about the risks facing Canadian banks in 2023, and tells us his favourite picks.

Do You Really Need $1.7 Million to Retire?A recent poll says Canadians believe they need that much to retire – but your retirement number depends on your personal financial circumstances.

AGF Global Select: A Rare Fit in Any EnvironmentThis strategy has demonstrated its ability to be nimble and capitalize on market trends.

10 Most Popular Canadian Mutual Funds in 2022Balanced, income and dividend funds continue to dominate, and only one fund earns the coveted 'Gold' rating.

February 6

3 Great Canadian ETFs for 2023 - And Beyond The best options for investors right now are diversified funds that manage knowable risks and stand to outperform in the long run, irrespective of what comes next.

Are (Canadian) Dividend Funds All That?Dividend funds for Canucks: We look at mutual funds from across five dimensions to see if they're all what they're cracked up to be.

10 Stocks for a RecessionThese undervalued stocks come from high-quality companies in defensive sectors.

Is the S&P 500 the Best Way to Play the U.S. Market?The index is broad, and diversified, but it has its quirks, including not allowing Tesla in till 2020.

3 Dividend Stocks for February 2023A look at three dividend payers with wide or narrow Morningstar Economic Moat Ratings.

Fund Spy: BMO Balanced ETF vs. BMO Retirement Balanced FundWhich of the two holds up over the long term?

10 Top Performing Canadian Mutual Funds in 2022 Here's how an 'energy advantage' played out in top Canadian portfolios.

Why Healthcare Stocks Have Been Beating the MarketHarvest Portfolio's Paul MacDonald remains upbeat about healthcare and pharmaceutical stocks in this ETF after a positive 2022.

What Will Energy Stocks Do in 2023?Could oil and energy stocks replicate their winning streak in 2023? Unlikely.

Netflix: Stock of the WeekThe great password crackdown is upon us. What does that mean for investors?

January 30

More to Funds than Fees: Keep an Eye out for these AttributesApart from fees, what considerations should investors keep in mind when picking a fund or ETF?

Why is BlackBerry Stock so Cheap?BlackBerry's car business growth is overtaking cybersecurity

Experts Forecast Stock and Bond Returns: 2023 EditionThanks to higher yields and lower equity valuations, return assumptions for non-U.S. equities are the highest they've been in years.

10 Top Performing Canadian Mutual Funds in 2022 Here's how an 'energy advantage' played out in top Canadian portfolios.

3 Great Canadian ETFs for 2023 - And Beyond The best options for investors right now are diversified funds that manage knowable risks and stand to outperform in the long run, irrespective of what comes next.

10 Cheap Stocks With Wide Moats and Low ESG RiskFor sustainable investors, explore opportunities in GSK, Guidewire, Disney, TSMC, and more.

Which Canadian Bank Stocks Will Raise Dividends in 2023?Morningstar analyst Eric Compton talks about the risks facing Canadian banks in 2023, and tells us his favourite picks.

GICs vs. Bonds: Which Should You Invest In?Which fixed-income option is best for you? The answer isn't always straightforward.

11 Undervalued Defensive Stocks for 2023Veeva, Clorox, and Kellogg are among the defensive stocks trading below our analysts' fair value estimates.

10 Most Popular Canadian Mutual Funds in 2022Balanced, income and dividend funds continue to dominate, and only one fund earns the coveted 'Gold' rating.

January 23

3 Great Canadian ETFs for 2023 - And BeyondThe best options for investors right now are diversified funds that manage knowable risks and stand to outperform in the long run, irrespective of what comes next.

The 10 Best Companies to Invest in NowThe undervalued stocks of high-quality companies are compelling investments today.

BCE: Stock of the WeekGuess what Bell's biggest business is.

Air Canada: Stock of the WeekHow will our airline finally make its comeback?

10 Top Performing Canadian Mutual Funds in 2022Here's how an 'energy advantage' played out in top Canadian portfolios.

How to Find Canadian ETFs for IncomeConsider a screen for consistent distributions from ETFs and DIY Mutual Funds.

We're Not in For Another Negative Year: Bond ManagerRBC's Dagmara Fijalkowski anticipates brighter fixed-income prospects in 2023.

Europe vs China: The Scramble for LNGEurope's sharply increased reliance on LNG has put it in direct competition with post-lockdown China.

10 Top Performing Canadian ETFs in 2022The energy sector dominated, but these winning products differ in important ways.

Which Canadian Bank Stocks Will Raise Dividends in 2023?Morningstar analyst Eric Compton talks about the risks facing Canadian banks in 2023, and tells us his favourite picks.

January 16

What Canadian Dividends are Likely to be Cut?Not so fast shooter, look beyond the enticingly high yields to avoid nasty surprises.

Two Dividend Stock Picks for 2023Bristol Gates' Achilleas Taxildaris likes two dividend growers - one from Canada, and one from the U.S.

3 Great U.S.-listed ETFs for Your RRSP in 2023Investors don't have to give up long-term performance to manage current risks, and they should always be tax-savvy.

7 Ways Investors in their 70s Can Prepare for 2023If you're in your 70s and rely on your investments for your cashflow needs, here's what you should do to get ahead in 2023.

Which Canadian Bank Stocks Will Raise Dividends in 2023?Morningstar analyst Eric Compton talks about the risks facing Canadian banks in 2023, and tells us his favourite picks.

Mawer Global Equity is a Fund for the Long-TermMawer Investment Management's Culture of Risk Management Pays Off with Gold-Rated Mawer Global Equity Fund

Amazon Asked by Investors to Explain Working ConditionsThe same proposal earned over 40% support in a 2022 annual meeting, or more than half the independent vote.

The 10 Best Companies to Invest in NowThe undervalued stocks of high-quality companies are compelling investments today.

10 Top Performing Canadian Mutual Funds in 2022Here's how an 'energy advantage' played out in top Canadian portfolios.

Restaurant Brands International: Stock of the WeekHow Tim's is taking on 'faster food'.

2022

December 12

What's a Safe Withdrawal Rate Today?Christine Benz and John Rekenthaler examine what declining stock and bond prices and higher inflation mean for retirement income in the U.S.

Why You Shouldn't Leave Your Cash in a Savings AccountTurns out, there is such a thing as having too much money saved. Here's why you should get your cash to work for you – and it can't do that in a savings account.

Enbridge: Stock of the WeekIf you can't beat inflation, consider joining it.

The Investor's Guide to Year-End Tax SavingsStrategies for Canadians can involve TFSAs, RRSPs, and capital gains/losses.

12 Lessons on Money (And Life) From Buffett and MungerTwo of the world's most successful investors have some wisdom for you, and it's not just about where you put your money.

3 Warren Buffett Stocks to BuyThese undervalued stocks are among Berkshire Hathaway's recent purchases.

Are Stocks Cheap or Expensive Right Now?Nearly three-quarters of Canadian stocks in our coverage universe are on deep discounts.

A Possible Turning Point in the Struggle to Tame Inflation in 2023U.S. Economic Outlook: Despite the risk of a recession in the first half of the year, we expect economic growth to rebound sharply afterwards.

The Best Canadian Dividend Stocks Right Now Here are the highest-yielding companies in our coverage up North.

Why 2023 Could Be the Year of the PivotEquity markets will probably gyrate around hope and despair phases, driven mostly by valuation multiples while earnings will be revised down… until they no longer are.

November 28

End of Interest Rate Hikes is Near: Bond ManagerManulife's Chris Chapman argues that the Bank of Canada must be seeing the impact of its interest rate policies by now.

14 Undervalued Stocks Gaining in the Bear MarketYum China, Kellogg, and AstraZeneca among those that remained cheap even after a bear market rally.

Canadian Housing Is Going Through a Welcome AdjustmentDeclining home prices have been painful for households in Canada, but it's necessary, healthy and prices will probably hold, experts say.

These 3 Shopping Stocks Could be Holiday WinnersAfter blockbuster Black Friday sales figures, these retailers are well positioned for the winter shopping season.

What Does the RBC-HSBC Deal Mean For You?The impact on RBC stock is neutral, but this move is not good news for customers' banking services and fees.

Are U.S. Dividend Stocks a Good Investment Today?How U.S. dividend stocks have performed in 2022's bear market and their prospects in a recession.

RBC to Acquire HSBC CanadaWe see good cost cuts and some client-retention risks.

Are Growth Stocks Worth a Look in 2023?The signs are promising.

The Best Canadian Dividend Stocks Right Now Here are the highest-yielding companies in our coverage up North.

The Bucket Approach to Building a Retirement PortfolioA diversified portfolio with various time frames can help you meet your income needs during retirement.

November 21

BMO Gets on the ARKKWhat we make of BMO's new ARK Invest funds - and Cathie Wood's underlying strategy - with Morningstar Canada's Director of Manager Research.

Tesla: Stock of the WeekWhy Elon Musk's car company looks cheap amidst the Twitter drama.

The FTX Implosion Isn't The End of CryptoWhy the technology and its biggest fans aren't going anywhere.

The Best Canadian Dividend Stocks Right Now Here are the highest-yielding companies in our coverage up North.

5 Undervalued Stocks That Crushed Q3 2022 EarningsGSK and Polaris among the undervalued stocks that posted solid third-quarter results.

How Twitter Stock Investors Got Lucky3 Lessons for investors from Elon Musk's bid and the Twitter soap opera.

Time to Lean Back into Tech: ManagerHeavily sold-off tech, consumer discretionary and industrial stocks have the potential to pivot and outperform defensives, says medalist equity fund manager.

Canadian Banks Score Poorly on Net Zero TransitionEarlier this week, Investors for Paris Compliance released a report that found that while none of the big six Canadian banks are on track to net zero, some are better than others.

GICs vs. Bonds: Which Should You Invest In?Which fixed-income option is best for you? The answer isn't always straightforward.

How to Handle Your Mortgage When Rates RiseWhat should you do with your mortgage in a rising interest rate environment? Jason Health at Objective Financial Partners shares some strategies.

October 17

How to Make Your Cash Work Harder as Interest Rates RiseChristine Benz has some ideas on where your cash should go. And where not to go

10 Stocks for a RecessionThese undervalued stocks come from high-quality companies in defensive sectors.

The Best Canadian Dividend Stocks Right Now Here are the highest-yielding companies in our coverage up North.

End of the Rate Hike Cycle in Sight: ManagerPenderFund's fixed income specialist argues central bank tightening nears an end and the prospects for high-yield bonds are improving.

Why is Loblaw Stock so Expensive?The No-Name price freeze probably signals a needed price hike.

The 5 Best Financial Innovations—EverNo, crypto does not make the cut.

Rakuten: Stock of the WeekHow the king of cash back became the top e-commerce company in Japan.

What Is Capitulation?Simply put - it's trying to time the exact bottom of the market. Almost impossible in practice.

Will the 60/40 Portfolio Start to Work Again?The jury is out on whether rising bond yields could turn the tides back in favour of the popular diversification strategy.

Brace for Hikes on the Horizon: ManagerCI's Drummond Brodeur reckons that a defensive posture is needed as restrictive central bank interest rate policy persists.

October 10

Why the Nasdaq Isn't a Particularly Good InvestmentThe NASDAQ 100 index only includes companies that trade on the NASDAQ - which is great for the index provider, but not for you, the investor.

The Best Canadian Dividend Stocks Right Now Here are the highest-yielding companies in our coverage up North.

23 Canadian Stocks Get New Uncertainty RatingsWe've lowered the Morningstar Uncertainty Rating for nearly all of the 23 Canadian stocks that are getting their ratings changed.

Why is Alphabet Stock so Cheap?Even in a recession, you wouldn't cancel your Google Drive

Why Are Fears of a New Financial Crisis Growing?`Tremors' in the markets have some concerned, but investors are cautioned against overreacting.

What in the World is Happening in the UK?As the PM fights for her political life, Finance Minister Kwasi Kwarteng becomes the fall guy, getting fired in just 37 days.

The Best Canadian Bank Stocks to Buy in 2022 Right now, most of the Canadian banks in our coverage universe are undervalued.

Which Canadian Asset Managers Walk the Talk on Climate Action?Top pension funds support sustainability more than fund managers.

Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty ValuationsRenewable energy continues to be a long-term boon for the sector.

ESG as Process Versus ESG as ProductUnderstanding the difference can help clear up confusion around ESG investing.

October 3

Why is Credit Suisse Under Pressure?Swiss bank's shares are under pressure and the price of insuring its debt has rocketed. The bank's senior executives are insisting that it has a strong capital position.

Nasdaq 2022: Is History Repeating Itself?When the last tech bubble imploded, the Nasdaq index lost almost 80% over two years. Could the same thing be happening?

The Best Canadian Dividend Stocks Right Now Here are the highest-yielding companies in our coverage up North.

Q3 2022 US Market Performance in 8 ChartsBonds again offer no safe harbor as stocks make a round trip in the bear market.

How to Cope with Financial LossTips to mentally recover from money problems of the past and move on to bigger things in your life. Three Wide Moat Stocks on a Deep DiscountThe stock market downturn has uncovered some investment opportunities with lasting competitive advantages.

What's Next for the Stock Market?Stocks are well into undervalued territory, against a backdrop of high inflation and weak economic growth.

The World's Cheapest Tech StocksMorningstar believes these companies are trading below their fair values.

The Risks and Rewards of ETF InvestingFT Alphaville editor, Robin Wigglesworth, shares his experiences in writing a book on exchange traded funds.

Buying When Markets Fall – Another Lesson from Warren BuffettThis is a counterintuitive move, but yet a logical one.

September 12

The Best Canadian Dividend Stocks Right Now Here are the highest-yielding companies in our coverage up North.3 Dividend Stocks for September 2022A look at the dividend prospects of three stocks that are popular with income investors.

Why We Expect Inflation to Fall in 2023Despite the striking short-term rate, a deeper look at the data suggests less reason for concern around longer-term inflation.3 Utilities Stocks That Could Get Hit by Rising RatesFrom water to hydro, these utility companies are facing increased costs as they mull raising their own rates.

Why is Rogers Stock so Cheap?The business has bounced back much faster than sentiment.

The Best Canadian Bank Stocks to Buy in 2022 Right now, most of the Canadian banks in our coverage universe are undervalued.

NVIDIA: Stock of the WeekWhy crypto and graphics cards are breaking up – and they're both better for it.

Defenders of ESG Go on the OffensivePlus, a trip to Bizarro ESG World.

Best Cannabis Stocks for 2022 Make the most of the bear market by considering these cannabis companies trading at deep discounts.

Which Inflation Hedges Have Worked?We found several winners — and a lot more losers.

August 15

The Best Canadian Dividend Stocks Right Now Here are the highest-yielding companies in our coverage up North.

3 Dividend Stocks for August 2022These names are popular with income investors.

Why the Quant Theory of Money May Be WrongIn the second part of Paul Kaplan's interview with Larry Siegel, the two discuss the theory that says that inflation occurs when the supply of money grows faster than the price-adjusted demand for money - and why it might be wrong.

The Best Canadian Bank Stocks to Buy in 2022 Right now, most of the Canadian banks in our coverage universe are undervalued.

Anti-ESG Proxy 'Explosion' Ends With a Whimper, Not a BangThough anti-ESG shareholder proposals received much attention, they garnered little support if any.

Selling Your Cottage? Watch the TaxesIf you're thinking of cashing out your rural real estate, save money with these tax tips.

Best Cannabis Stocks for 2022Make the most of the bear market by considering these cannabis companies trading at deep discounts.

Four Fidelity Funds Earn Medalist Morningstar Analyst RatingsFidelity Special Situations, Fidelity Canadian Growth, Fidelity Global Innovators, and Fidelity Canadian Opportunities all earn either Silver or Bronze Ratings.

Three Stocks to Benefit from the U.S. Climate BillThe US$369 Bn climate spending bill will support clean energy initiatives and lower carbon pollution – and these companies will benefit.

Stock of the Week: Berkshire HathawayThe earnings loss distracts, and we think the stock is undervalued right now.

August 1

The Best Canadian Dividend Stocks Right Now Here are the highest-yielding companies in our coverage up North.

The Best Canadian Bank Stocks to Buy in 2022 Right now, most of the Canadian banks in our coverage universe are undervalued.

Why is AMTD Digital Stock Up 21,000%?The AMTD Digital stock has shot the lights out since its IPO in July. But why? Short answer - no one knows.

Should You Rush to Pay Down Your Mortgage? Why reducing the debt on your home isn't necessarily the right idea.

Stock of the Week: NioHow the Chinese rival to Tesla is charging ahead.

How taxes on dividends differ The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits.

What's Your Personal Inflation Rate? Use This Spreadsheet to Find OutUse our spreadsheet to calculate your personal rate of inflation.

Will the Fed Cut Rates in 2023?This is why rates could start going the other way next year.

Is India the Anti-China?Having made the quantum leap to becoming an urban service economy, this is how India is retracing its steps to best China in manufacturing.

Resources Should be Resilient in a Recession: ManagerMother Nature only makes so much of these metals soon to be in demand again, says CI's Curtis Gillis.

July 25

Stock of the Week: BlackBerryWhy this reformed meme stock is now undervalued.

The Best Canadian Dividend Stocks Right Now Here are the highest-yielding companies in our coverage up North.

The Best Canadian Bank Stocks to Buy in 2022 Right now, most of the Canadian banks in our coverage universe are undervalued.

Green Light to Buy Value Stocks: ManagerThis Canadian fund manager is beating the downturn in stocks by finding market "dislocations".

Why This Oil Price Decline Is Not Built to Last'The sanctions haven't even hit' and other reasons this gold-medalist energy fund manager is upbeat about the outlook for energy stocks.

Bell vs Rogers Stock: Which Is the Better Buy Now?Both companies are Canadian telecom giants, but one stock is more attractive than the other today.

Should You Rush to Pay Down Your Mortgage?Why reducing the debt on your home isn't necessarily the right idea.

These U.S. Banks Are Set to Benefit from Rising RatesThe interest rate opportunities may not be priced into these stocks.

3 Stocks That Are Good Inflation InvestmentsGo for pricing power with these companies to help protect against an economy of rising costs.

The Canadian Stock Market Remains Half Domestic and Half InternationalGlobally, markets are becoming more interconnected.

July 11

The Best Canadian Dividend Stocks Right NowHere are the highest-yielding companies in our coverage up North.

The Best Canadian Bank Stocks to Buy in 2022Right now, most of the Canadian banks in our coverage universe are undervalued.

6 Things To Know About Stock Market Crashes and DownturnsThe regularity of market crashes and declines is a reminder that patience is key to investing in equity markets.

The Big 3 Telecom CompaniesFor investors greater profitability makes wireless players more attractive investment prospects

When Are Dividends Bad?There are two scenarios – one each for income and growth investors – in which dividends might not be the best idea.

Might Be Time to Re-Risk: ManagerWhy Mackenzie's Tim Johal is casting a wider net after the equity correction for his Canadian dividend mandate.

Watch For These Themes When Canadian Markets DeclineLessons from the past on stock behaviour up North to help navigate the future, with Morningstar Canada's Director of Research, Paul Kaplan.

4 Stocks to AvoidDon't buy these hard-hit stocks. They still look overpriced to us.

5 Reasons Why the Supply Chain is ImprovingWhile the situation is much better than in 2021, it just doesn't feel like that at the moment.

Why is Berkshire so Cheap?The dry powder's being put to use.

June 20

What Does Shopify's Stock Split Mean for Investors?The e-commerce company's shares will have a fair value estimate of US$45 following the planned 10-1 split.

The 10 Best Companies to Invest in NowThe undervalued stocks of high-quality companies are compelling investments today.

Exciting Time to Be a Canadian Value InvestorBrandes manager has started seeing opportunity in energy, and owns no banks.

The Morningstar Rating for StocksThe Morningstar Rating for stocks can help investors uncover stocks that are truly undervalued, cutting through the market noise.

8 Undervalued Electric Vehicle StocksDon't bother with Tesla—BorgWarner, Sensata, and other companies throughout the EV supply chain are trading at discounts and looking good for the planet.

Wage Inflation Spiral: Playing with FireWages are increasing everywhere, sometimes alarmingly. A salary spiral has not yet set in, but an economist thinks it might.

US Stocks Are Trading at a Rarely-Seen DiscountEven with the market's bounce, the selloff provides a chance to invest in significantly undervalued stocks.

Is China a Hedge Against a U.S. Recession?Multi-asset portfolio managers advise turning to Asia as a diversifier.

The Cheapest Stocks in Canada Right NowOf the 64 stocks in our coverage universe, these are the cheapest, trading at 30% discount to our fair value estimates.

10 Top Performing Canadian Mutual Funds in 2021Yes, energy and materials, but also some surprises.

June 6

What Does Amazon's Stock Split Mean for Investors?Amazon's stock will have a fair value estimate of US$192.50 per share following 20-1 split.

What to Make of the Recession TalkWhy a downturn's not a foregone conclusion, and what that means for investors today, with Morningstar Canada's head of investment management, Michael Keaveney.

6 High-Quality, Undervalued Semiconductor StocksTaiwan Semiconductor, Nvidia, and other chipmakers have been hit by supply-chain woes, but their stocks are at their cheapest in many years.

Liberal Tax on REITs Would be a MistakeChanges in the tax treatment of Real Estate Investment Trusts to improve rent affordability could make the problem worse, experts say.

Stock of the Week: Best BuyWhy they're not only surviving, but stronger.

Intrinsic Value Holding Its OwnWith Joel Tillinghast retiring as portfolio manager, Fidelity's equity team points to these opportunities for continued outperformance in global small and mid-caps.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

The Role of Family and Friends in Investing DecisionsWhy it's important to involve families in financial planning.

Where Does the Supply Chain Crisis Stand Now?There are signs the tide may be turning even as challenges continue in some sectors.

3 Best Solar Stocks to Consider Right NowThese companies are plugged into the global energy pivot.

May 16

4 Canadian High-Yield Dividend Stocks to AvoidThese stocks have juicy yields – but these dividends might not be sustainable.

The Four Horsemen of InvestingCorral these risks to improve the odds of investment success.

Stock of the Week: ShopifyHas peak e-commerce already passed?

Apple Versus Microsoft: Only One is The Better BuyThey're both computing giants, and they both have a diversified range of products and services, but only one is the better buy right now, so which is it?

9 Cheap Moat-y Canadian StocksThese undervalued names from up North have a sustainable competitive advantage - and they're on a discount.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

Three Consumer Stocks to Consider in Shaky MarketsThese businesses operate in sectors that are relatively steady in times of economic uncertainty.

How Much Cash Should You Have on Hand Today?Enough for an emergency fund, but some investors should set aside even more cash. Here's why.

Emerging Markets Could Be Bottoming: ManagerThis medalist fund from RBC is making the most of EM investors in "despair" as discounts relative to developed markets widen.

Hate the Sin, Love the Stock: Investors' ESG Exclusions Leave OpportunitiesUndervalued shares include AB InBev, Boston Beer, Imperial Brands, and Roblox.

May 2

Is Loblaw's Connected to Forced Uyghur Labour?Tainted goods are still coming, say shareholders, and they want better audits. The matter goes to vote this Thursday, May 5th.

Stock of the Week: NetflixPassword sharing doesn't seem to be the problem.

Have Growth Stocks Bottomed?They are off to their worst start in since forever.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

Bond Markets: The Genie is Out The BottleIt's been a horrendous time for fixed income investors, and those without experience of previous bear markets are feeling the pain the most

Buy or Sell? What Should Investors Do?Investors are confronted with strong signals to buy and sell – at the same time.

Inflation Fears are Overdone: ManagerThis five-star fixed income strategy can benefit from rising rates anyway.

Google Parent Announces 20-for-1 Stock Split Companies like to play with the price of their stocks sometimes…here's why and what you should know.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market.Reminder: Don't Sell in May and Go AwaySimply staying invested in the index affords an investor a vastly larger amount of wealth.

April 11

Canadians: Unbundle Your Investment FeesWhy we got a below-average grade on mutual fund fees - and what you can do about it.

Canada's New Tax on BanksCan bank stocks afford the federal budget's fee?

4 Dangerous Assumptions That Could Hurt Your Retirement Plan By the time retirement savers realize the error of their ways, it may be too late.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

Shopify Plans 10-for-1 Stock SplitCompanies like to play with the price of their stocks sometimes…here's why and what you should know.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market.

Forced Labour in China: Where Pro-ESG and Anti-ESG Groups MeetBoth pro- and -anti-ESG shareholder proposals filed by investors seem to agree on the issue of forced labour in China.

The 5 Best Canadian Companies to Own: 2022 Edition These companies are well-positioned for the future.

Does the Shopify CEO Have All the Answers?'Founder share' announcement raises concerns that Shopify's board has bought into concept of superstar CEO.

What the Budget's Bringing First-Time HomebuyersNavigate the new incentives and enhancements to old programs available to Canadians.

April 4

4 Dangerous Assumptions That Could Hurt Your Retirement PlanBy the time retirement savers realize the error of their ways, it may be too late.

10 Undervalued Wide-Moat StocksThe cheapest names in the Morningstar Wide Moat Focus Index--plus stocks the index has recently added and dropped.

Budget 2022: Key HighlightsA Federal tax on banks and insurers, credits for carbon capture, electric vehicle subsidies, a first-time home buyer TFSA and more for Canadian investors to watch out for.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market.

The 5 Best Canadian Companies to Own: 2022 Edition These companies are well-positioned for the future.

How Long Will the Shortages Last?While some shortages might recede, others are intensifying.

Where Are Safe Havens for Investors?Whether it's the war in Ukraine, inflation, or rate hikes and quantitative tightening, investors are spooked.

3 Stocks Plugged into Crypto TrendsMeet the publicly-listed companies cashing in on cryptocurrency demand.

Dangerous Canadian Stocks to Avoid This April 1st, don't pull a prank on your portfolio with these silly stocks.

March 28

The Rise of Anti-ESG Shareholder ProposalsThese proposals, though few, are increasing and contribute noise to analyses of ESG voting.

The 5 Best Canadian Companies to Own: 2022 Edition These companies are well-positioned for the future.

Dangerous Canadian Stocks to AvoidThis April 1st, don't pull a prank on your portfolio with these silly stocks.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market.

Can't Afford a House? Blame a Lack of SupplyIt's not just in Canada, house prices across the world are shooting up.

How to Handle Your Taxes as a CoupleWhether you've tied the knot or not, you'll be making it official come tax time – here's what to know.

Stock of the Week: CP RailWhy the strike wasn't meant to last.

What's an NFT and Should I Care?Digital images are worth more than a thousand words. In fact, they could be worth millions. Or nothing.

What is a 'Yield Curve Inversion'? Should I Worry?Here's why this important bond market indicator is flashing a warning sign.

March 21

The 5 Best Canadian Companies to Own: 2022 EditionThese companies are well-positioned for the future.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

8 Stocks That Are High in Quality, Cheap in PriceAs the market stays in correction territory, high-quality undervalued stocks including Biogen and Salesforce look poised to gain.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market.

Interest Rates: How High is Too High?What's the tipping point when interest rate increases start to hurt?

Is the 4% Rule Dead? Morningstar researchers find that a 3.3% withdrawal rate is a good starting point – but it won't work for everyone.

Stock of the Week: WayfairThis is what happens when malls re-open.

Top Mutual Funds to Consider for an RRSP It's that time of the year again.

10 Top Performing Canadian Stocks in 2021 Of all the companies in our coverage universe, these made the most of a weird/good year.

March 14

Canadian Debt Funds With Russia ExposureCanadian bond investors are not immune to direct and peripheral impacts of a Russian default.

The 5 Best Canadian Companies to Own: 2022 Edition These companies are well-positioned for the future.

Is Shopify Finally Cheap?Life after lockdown doesn't look so bad.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

What to Do When Mutual Funds Close?Thematic funds are more likely to shutter. If you pick a high-quality manager with a proven track record, you should be fine.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market.

Stock of the Week: RBCCan you beat Canadian banks right now?

Is the 4% Rule Dead?Morningstar researchers find that a 3.3% withdrawal rate is a good starting point – but it won't work for everyone.

Highest Dividends in 2022? What you can expect, and the top income stocks to watch in our coverage universe.

How to Handle Your Investments Come Tax TimeAnd make the most of tax breaks by double-checking these essentials.

March 07

Amazon Announces 20-for-1 Stock SplitCompanies like to play with the price of their stocks sometimes…here's why and what you should know.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

The 5 Best Canadian Companies to Own: 2022 Edition These companies are well-positioned for the future.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market.

Canadian Mutual Funds with Russia Exposure As Ukraine is engulfed by a Russian attack, here are the Canadian funds with the most Russian exposure.The Best Women-Run Companies to OwnThese firms have carved out lasting competitive advantages and are led by female CEOs.

Russia-Ukraine: What Should Canadian Investors Do?The short-term is rocky, but the initial market drop usually recovers in one to six months.

Highest Dividends in 2022? What you can expect, and the top income stocks to watch in our coverage universe.

Canadian Mutual Fund Managers Are Overwhelmingly MenFor every 7 men, there's only one woman at the helm.

Buy or Rent? Retire Now? Lower Your Mortgage?When considering the BIG financial decisions, sometimes it's more effective to focus on the 'Personal' and less on the 'Finance' aspects of personal finance.

February 28

Canadian Mutual Funds with Russia ExposureAs Ukraine is engulfed by a Russian attack, here are the Canadian funds with the most Russian exposure.Sustainable ETFs for IncomeGiven that interest rates aren't expected to rise astronomically, investors are likely still looking for sources of income.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

The Most Over- and Undersold Benefits of ETFsA closer look at some of the most heralded and overlooked features of this investment wrapper.

How to Inflation-Proof Your PortfolioHere are some ways to hedge inflation risks. Plus one on which we don't have any idea: the cryptocurrencies.

Your RRSP Beneficiary Designations May Be a Problem Make sure you didn't make these mistakes on your account forms.

The 5 Best Canadian Companies to Own: 2022 Edition These companies are well-positioned for the future.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market.

Highest Dividends in 2022? What you can expect, and the top income stocks to watch in our coverage universe.

No, Your TFSA Still Isn't For SavingThis is why you're missing out if you're only holding cash.

February 21

Your RRSP Beneficiary Designations May Be a ProblemMake sure you didn't make these mistakes on your account forms.

Canadian Mutual Funds with Russia ExposureAs Ukraine is engulfed by a Russian attack, here are the Canadian funds with the most Russian exposure.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

Canadian Banks to Profit from Rising RatesFor these three banks, interest rate hikes are an opportunity.

Great ETFs to Consider for your RRSP These balanced funds are a good place to start your research.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market.

Top Mutual Funds to Consider for an RRSP It's that time of the year again.

Tesla vs. Google: Which Should You Buy?Both may be mega-cap growth stocks, but only one is undervalued today.

The 5 Best Canadian Companies to Own: 2022 Edition These companies are well-positioned for the future.

Stock of the Week: TelusWhy most opportunities here aren't in wireless.

February 14

Top Mutual Funds to Consider for an RRSPIt's that time of the year again.

Great ETFs to Consider for your RRSPThese balanced funds are a good place to start your research.

7 Undervalued Stocks with Dividends for RetireesThese income names are all trading at double-digit discounts.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

Do You Need Crypto in Your Retirement Portfolio?There's a lot to think about with this wild card - if you can even call it that.

Highest Dividends in 2022? What you can expect, and the top income stocks to watch in our coverage universe.

The 5 Best Canadian Companies to Own: 2022 Edition These companies are well-positioned for the future.

How to Make a Million Dollar RRSPThough it may seem like an insurmountable amount to accumulate, getting there may be easier than you expect.

10 Top Performing Canadian Stocks in 2021 Of all the companies in our coverage universe, these made the most of a weird/good year.

February 07

Why is Air Canada so Cheap?Learn how the airline makes money while flights are grounded.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

Highest Dividends in 2022? What you can expect, and the top income stocks to watch in our coverage universe.

10 Top Performing Canadian Stocks in 2021 Of all the companies in our coverage universe, these made the most of a weird/good year.

Still Money to be Made in Canadian Real Estate1832 Asset Management's Tom Dicker is being selective in the real estate space

Stock of the Week: ShopifyStill on top.

The 5 Best Canadian Companies to Own: 2022 Edition These companies are well-positioned for the future.

Russia, Ukraine and Oil PricesMorningstar oil analysts look at the likely effects of a Russian invasion of Ukraine on crude prices and what history tells us.

Are You Ready For ESG?Don't wait for your funds to catch up. Morningstar Canada's Director of Manager Research, Danielle LeClair has some tips for when you're ready to swap.

January 31

Google Parent Announces 20-for-1 Stock SplitCompanies like to play with the price of their stocks sometimes…here's why and what you should know.

The 5 Best Canadian Companies to Own: 2022 Edition These companies are well-positioned for the future.

4 TFSA Mistakes to Avoid Financial Planner Adam Bornn tells us how these easy-to-make mistakes are costing investors big-time bucks.5 Ways to Save Tax in 2022Wrapping your head around tax planning now can help you save taxes when you file your 2022 return a year from now.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

Highest Dividends in 2022? What you can expect, and the top income stocks to watch in our coverage universe.

10 Top Performing Canadian Stocks in 2021 Of all the companies in our coverage universe, these made the most of a weird/good year.3 Stocks to Consider When Rates RiseStocks in utilities and telecom tend to underperform when interest rates spike

3 Canadian ETF Trends to Watch in 2022 These types of funds caught the attention of retail investors and broke records last year, National Bank research finds.

January 24

The 5 Best Canadian Companies to Own: 2022 EditionThese companies are well-positioned for the future.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market.

4 TFSA Mistakes to AvoidFinancial Planner Adam Bornn tells us how these easy-to-make mistakes are costing investors big-time bucks.

Highest Dividends in 2022? What you can expect, and the top income stocks to watch in our coverage universe.

10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

10 Top Performing Canadian Stocks in 2021 Of all the companies in our coverage universe, these made the most of a weird/good year.3 Canadian ETF Trends to Watch in 2022These types of funds caught the attention of retail investors and broke records last year, National Bank research finds.

DIY Portfolios vs. All-in-One ETFs All-in-One ETF products are a great deal for do-it-yourself investors who lack the knowledge, skill or discipline to build a portfolio from scratch.

Are NFTs Hurting the Environment? Why paying for the digital art is pollutin Best Innovative Companies to Own: 2022 EditionThese companies are expected to benefit from disruptive technologies.

January 17

Highest Dividends in 2022? What you can expect, and the top income stocks to watch in our coverage universe.

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market. 10 Top Performing Canadian Stocks in 2021 Of all the companies in our coverage universe, these made the most of a weird/good year. 10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises.

Buying a Condo in Florida? Six important considerations when buying a snowbird property stateside.

DIY Portfolios vs. All-in-One ETFsAll-in-One ETF products are a great deal for do-it-yourself investors who lack the knowledge, skill or discipline to build a portfolio from scratch.

Will Cannabis Stocks Revive in 2022?There's plenty of opportunity for these stocks.

Buying a Condo in Florida?Six important considerations when buying a snowbird property stateside.

Should You Change Your Mutual Fund Portfolio?Learn how your funds, especially those thematic ones, could be impacted by new Client Focused Reforms, with Morningstar Canada's Director of Manager Research, Danielle LeClair.3 Chip Stocks to Bite IntoThese semiconductor chip stocks will ride global demand, and two of them are undervalued.

Are NFTs Hurting the Environment? Why paying for the digital art is polluting

January 10

10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market. 10 Top Performing Canadian Stocks in 2021 Of all the companies in our coverage universe, these made the most of a weird/good year.Buying a Condo in Florida?Six important considerations when buying a snowbird property stateside.

Highest Dividends in 2022? What you can expect, and the top income stocks to watch in our coverage universe. 10 Top Performing Canadian Mutual Funds in 2021 Yes, energy and materials, but also some surprises. 10 Most Popular Stocks, Funds, and ETFs of 2021 Here are the most-viewed securities on Morningstar.ca this year.Time to Sell Tech?Not if you own wide economic moat, high quality names.

Are NFTs Hurting the Environment? Why paying for the digital art is pollutingYour Growth Stock Panic, My Buying OpportunityValue's got the valuation problem: Invesco European equity manager.Is Tesla's Disruption Worth the Price?Here's Morningstar analyst Seth Goldstein's take on the world's largest battery electric vehicle automaker.

January 03

10 Top Performing Canadian ETFs in 2021These major gainers exemplify the changing tides in the market.10 Most Popular Stocks, Funds, and ETFs of 2021Here are the most-viewed securities on Morningstar.ca this year.Highest Dividends in 2022?What you can expect, and the top income stocks to watch in our coverage universe.10 Top Performing Canadian Mutual Funds in 2021Yes, energy and materials, but also some surprises.10 Top Performing Canadian Stocks in 2021Of all the companies in our coverage universe, these made the most of a weird/good year.Canada's Worst Performing Stock in 2021This is one of those 'glass half empty or half full' situations.Canada's Best Performing Stock in 2021Here's a hint: EVs11 Top Stocks for 2022 and BeyondThese wide-moat companies have positive moat trends and exemplary capital allocation ratings.Stock of the Week: CI FinancialThis company's been aggressively acquiring wealth (management).Are NFTs Hurting the Environment?Why paying for the digital art is polluting

December 6

Is 3.3% the New 4.0%? Recent Morningstar research shows that the 4% standard for in-retirement withdrawals may be a bit too aggressive.

Are NFTs Hurting the Environment? Why paying for the digital art is pollutingWhat Is Loss Aversion and How to Deal With ItInvestors feel losses more keenly than gains. Luckily, we have some tips to avoid bad decisions.

65-Plus Workers – Should You Defer CPP? Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option.Dividend Manager Focuses on Potential UpsideRBC Canadian Dividend's Stuart Kedwell is open-minded about what could go better for a company – and what might get worse3 Wide-Moat Stocks on Sale After the Omicron Sell-OffThese high-quality names were caught up the market downdraft.

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?3 Stocks Set to Benefit from a Strong Labour MarketThese companies are in demand as workforces expand in both private and government sectors.Better Stocks Than Bonds in RetirementA history of asset allocation for retirees.

ETFs to Consider for Your RRSP Wondering where to invest? Start your research here!

November 29

3 Warren Buffett Stocks on SaleThese undervalued stocks are among the holdings in Berkshire Hathaway today.

Are NFTs Hurting the Environment? Why paying for the digital art is polluting

Canadian Banks and Energy Cheaper Than Pre-Pandemic?Why TD's Doug Warwick remains bullish on dividend growth stocks.

Funds and ETFs: Is Cheaper Always Better?Mostly, but not always.3 Lessons I Learned From ARK Innovation ETFARK Invest's flagship offering might not be for me--and that's okay.

What's the Cost of Buying Good ESG Companies?We've found investors are paying too much for good ESG companies and too little for bad ESG companies. Here's how to overcome that.

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?

Stock of the Week: OktaAn app that isn't likely to be deleted any time soon. The Problems With the World's Biggest Bitcoin FundGrayscale Bitcoin Trust opened the floodgates but is structurally inadequate.

6 Canadian Stocks on Sale this Black Friday All of these stocks are four- or five-star buys.

November 22

Is 3.3% the New 4.0%?Recent Morningstar research shows that the 4% standard for in-retirement withdrawals may be a bit too aggressive.

Are NFTs Hurting the Environment? Why paying for the digital art is pollutingMutual Funds Continue to Thrive in CanadaThough ETF launches outpace mutual funds in the U.S., the same is not true up North.6 Newly Rated and Competitive Stocks to ConsiderThese companies all earn Morningstar economic moat ratings of narrow.The Hidden Costs of Free Investment ServicesLooking gift horses in their mouths.Bonds Now Cost More Than StocksWhat to do when inflation makes the safer bet seem too risky.How Could the 'Great Resignation' Affect Your Equity Portfolio?Here are some ways to identify companies facing challenges related to their human capital.Stocks to Play Rising Oil PricesThese companies are on a double-digit discount as demand jumps.6 Canadian Stocks on Sale this Black FridayAll of these stocks are four- or five-star buys.

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?

November 15

What's a Safe Retirement Spending Rate for the Decades Ahead?Simple tweaks can have an appreciable impact on your withdrawal rate.

Are NFTs Hurting the Environment? Why paying for the digital art is polluting

Is Your Portfolio Too Canadian?Likely yes, our research finds, as home country bias is a real challenge in the NorthStocks and Bonds Could Both Fall?How this manager is balancing both asset classes with what she sees ahead.ARK Innovation Has Likely Been a Disappointment for Most InvestorsInvestors are fleeing for the exits amid the fund's underperformance this year.

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?Stocks for the US$1 Trillion Infrastructure BillThese companies are in sectors set to benefit from some big spending ahead. 3 Key Factors for Investment SuccessHere are three things to consider that can increase your investment success.Canadian ID Theft Nearly Doubles in Pandemic'Password markets' and new threats continue to evolve – what the experts say to protect yourself.

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

November 8

Are NFTs Hurting the Environment? Why paying for the digital art is pollutingTaxes for Canadian Investors 101Make the most of those gains, losses and dividends in your 2021 tax year with this quick guide.Investing When Everything Is ExpensiveIt's time to revisit the precept of core and explore.Top Performing Canadian Mutual Funds in 2020These ten funds had the best returns this year – how did they do it?Stocks to Join the Trillion-dollar ClubInvest in ideas that have gone elite by letting these companies in your portfolio.40 Defensive Stocks on SaleThese quality names are trading at 4- and 5-star levels.Fund Launches into Small Cap 'Sweet Spot'How this new dividend-focused mandate made a medalist first year with Canadian holdings.Why is CN Rail so Expensive?A long history of performance that may be worth waiting for.Stock of the Week: PayPalWe're not sure there were shared interests in a Pinterest deal anyway.Tesla Shares Fall for Second Day as Competition EmergesIncreased competition from Nvidia could reduce Tesla's AV technological advantage and weigh on long-term growth.

October 25

4 Scary Canadian StocksWith only 1 or 2 stars, you might want to watch out for these companies.What's Up with the Loonie?What has caused the Canadian dollar to oscillate? Is the cause U.S., domestic, or something else?Are NFTs Hurting the Environment?Why paying for the digital art is pollutingInvestment Horror Stories - And the Lessons They TeachMarch 2020. The Oil-pocalypse. The emerging market party that never came. Gather round and hark these tales of horror, and learn from these mistakes!What's Going on at Rogers?The latest twist in the family (and company) saga Why Some People Invest and Others Don'tWhat makes some people more inclined to invest than their peers?Stock of the Week: John Deere10,000 workers on strike and we already think they're overpriced

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Stocks That Haven't Cut Dividends in 20 Years The reigning champions of cash flow stability in Canada.'I'll Take Guaranteed Life Income Over an Annuity'They're the same thing, but the name of the product matters more, Morningstar study finds.

October 18

What's Up with the Loonie?What has caused the Canadian dollar to oscillate? Is the cause U.S., domestic, or something else?Stocks That Haven't Cut Dividends in 20 YearsThe reigning champions of cash flow stability in Canada.

Are NFTs Hurting the Environment? Why paying for the digital art is polluting Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?Stock of the Week: NextEra EnergySolar making up 40% of electricity supply by 2035?

10 Cheapest Canadian Stocks These companies are the most undervalued right now but fair warning, they have earned their uncertainty ratings.How Much to Pay for a Great Company?So you found a great company. How much is it worth? Here's some basic principles and tools that can help you find out.ESG Funds See Muted Q3 GrowthSustainable funds and ETFs topped $28.2 billion, representing a quarter-over-quarter growth rate of 7% and a year-over-year growth rate of 143%.

Retirement Planning When You Have Enough Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.Great Rotation to Value Keeps RollingInvestors should be thinking about 'company fragility' as managers see sector rotation away from growth.

October 11

Are NFTs Hurting the Environment? Why paying for the digital art is pollutingTop Performing Canadian Mutual Funds in 2020These ten funds had the best returns this year – how did they do it?10 Cheapest Canadian StocksThese companies are the most undervalued right now but fair warning, they have earned their uncertainty ratings.3 'Pick-Me-up' Stocks for Your PortfolioThese coffee stocks are fueled by global growth in caffeine consumption.

Retirement Planning When You Have Enough Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.Stock of the Week: SNC-LavalinA good argument for long-term investing

Companies to Watch in the Electric Vehicle Supply ChainAutomakers aren't the only ones poised to benefit from EV growth.

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

Global Alpha's in Small CapsGold medallist fund manager sees a light at the end of the tunnel for these small businesses.

Which Canadian Bank Could Raise Dividends the Most? Morningstar analyst Eric Compton thinks dividends could rise this year - but which bank could raise the most?

September 20

Top Sustainable ETFs to ConsiderHere's a list of Canadian ETFs for investors who want to invest in a sustainable way.

Retirement Planning When You Have Enough Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.What's Evergrande? Should I Care?Fears are mounting the collapse of one of China's real estate juggernauts could infect global markets.As New Critiques of Sustainable Investing Emerge, Don't Dump Your ESG FundSustainalytics analyst says critiques fail to understand what ESG has already accomplished.

Should You Buy an Income Property or Stocks?Here's a look at the pros and cons of buying an investment property.So Many Sustainable Funds, Which to Choose?Ask yourself why.

Do You Really Need to Save That Much for Retirement? We take a closer look at popular retirement savings estimates.

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?Still Room for REITs to Run?Housing shortage and strong consumer appetite drive growth in these real estate sectors, says Renaissance fund manager.

Are NFTs Hurting the Environment? Why paying for the digital art is polluting

September 13

Retirement Planning When You Have EnoughNot every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.

Do You Really Need to Save That Much for Retirement?We take a closer look at popular retirement savings estimates.

13 Undervalued Wide-Moat Companies With Exceptional Leadership These wide-moat firms all earn Exemplary capital allocation ratings and trade in the 4- and 5-star range. Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?

7 Stocks to Buy on a Dip These wide-moat, low-uncertainty names may be fairly valued today, but they should be on quality seekers' watchlists.

Are NFTs Hurting the Environment? Why paying for the digital art is polluting4 Stocks for Crypto ExposureThese companies offer cryptocurrency exposure without 'hodl'ing digital coins.

How taxes on dividends differThe advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits.Manager Buys Global WinnersRBC European Equity's Dominic Wallington focuses on global 'number ones' with a long history of success.Stock of the Week: Monster EnergyA Red Bull you can own.

September 06

Do You Really Need to Save That Much for Retirement?We take a closer look at popular retirement savings estimates.13 Undervalued Wide-Moat Companies With Exceptional LeadershipThese wide-moat firms all earn Exemplary capital allocation ratings and trade in the 4- and 5-star range.7 Stocks to Buy on a DipThese wide-moat, low-uncertainty names may be fairly valued today, but they should be on quality seekers' watchlists.

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?Why is TC Energy So Cheap?Still plenty of other pipeline opportunities.

Are NFTs Hurting the Environment? Why paying for the digital art is polluting

Which Canadian Bank Could Raise Dividends the Most? Morningstar analyst Eric Compton thinks dividends could rise this year - but which bank could raise the most?Berkshire Hathaway Valuation Gets a BoostStrong investment performance and operating results leave the conglomerate well positioned.Is China Coming Up Against a Great Wall?China's potential economic stagnation could be to India's advantage.Navigating a Fixed Income Reversal of FortuneHow Derek Amery's dealing with a challenging bond market at MI 1832 Asset Management.

August 16

Do You Really Need to Save That Much for Retirement?We take a closer look at popular retirement savings estimates.Stock of the Week: Canadian TireThe iconic store needs to digitize to survive.3 Investments That Are Riskier Than You ThinkEM bonds, country ETFs and small caps can yield extra returns. But investors must know how to handle them.4 Warren Buffett Stocks to BuyThese undervalued stocks are among the holdings in Berkshire Hathaway today.

Are NFTs Hurting the Environment? Why paying for the digital art is polluting

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?

65-Plus Workers – Should You Defer CPP? Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option.How Much Do You Need to Retire?The success or failure of a retirement plan depends on a number of variables.What is a Meme Stock?Hard to define, but investors should know it when they see it.

Which Canadian Bank Could Raise Dividends the Most? Morningstar analyst Eric Compton thinks dividends could rise this year - but which bank could raise the most?

August 16

Which Canadian Bank Could Raise Dividends the Most?Morningstar analyst Eric Compton thinks dividends could rise this year - but which bank could raise the most?11 Medalist Sustainable FundsThese gold, silver, or bronze-rated mutual funds and ETFs have performed well relative to peers.

65-Plus Workers – Should You Defer CPP? Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option.Start Replacing Oil in PortfoliosHorizons ETFs Nick Piquard thinks that in the long-term, the sector may not be able to realise as much value from these assets as once thought possible.

3 Canadian Stocks to Sell These names are looking a little expensive right now.

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Are NFTs Hurting the Environment? Why paying for the digital art is pollutingStock of the Week: VisaThe company could improve already ample margins by collecting fees on future payments, credit, debit or mobile.Why is Lenovo So Cheap?The consumer tech rush isn't over.Code Red: Investors Must Do Their PartThere are pathways out of the "code red for humanity", and all Canadian investors have to play their part to hold companies accountable.

August 09

The World's Most Undervalued StocksThe cheapest companies covered by Morningstar come from China, the U.S., France and Japan.3 Canadian Stocks to SellThese names are looking a little expensive right now.

65-Plus Workers – Should You Defer CPP? Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option.Top Performing Canadian Mutual Funds in 2020These ten funds had the best returns this year – how did they do it?Are NFTs Hurting the Environment?Why paying for the digital art is pollutingDon't Expect a Major CorrectionFidelity's Maxime Lemieux acknowledges the market has had a significant bounce but there is still room to run.Stock of the Week: Constellation BrandsThe kind of 'Corona' you'd want - especially in your portfolio!

Canadian Bank Dividends Ready to Rise With the lack of dividend growth last year, payouts for many names could be set for double-digit growth.

What is a Meme Stock? Hard to define, but investors should know it when they see it.

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

August 02

65-Plus Workers – Should You Defer CPP?Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option.3 Cybersecurity Stocks to ConsiderThese stocks could benefit as governments and corporations beef up cybersecurity

What is a Meme Stock? Hard to define, but investors should know it when they see it.

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?Are NFTs Hurting the Environment? Why paying for the digital art is pollutingIs a Side Hustle Worth it?What the experts say you should consider, and question, before picking up another gig.

Canadian Bank Dividends Ready to RiseWith the lack of dividend growth last year, payouts for many names could be set for double-digit growth.How taxes on dividends differThe advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits.Stock of the Week: CNOOCChinese oil set to benefit from high gas prices for time to come.

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

June 28

How to Spend Savings in a Tax-Smart WayThis retired couple found the right balance to get money out of their RRSPs with a reduced bill.What is a Meme Stock?Hard to define, but investors should know it when they see it.Still a Long Road to Legalizing Cannabis Federally in the U.S.But investors can still find value in their cannabis stocks.

Are NFTs Hurting the Environment? Why paying for the digital art is polluting Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?4 Canadian Weed Stocks on SaleFour of the five cheapest names we cover are cannabis companies.

A Checklist for Retirement Cash Flows Maximizing nonportfolio sources of income can reduce demands on your portfolio.Five Star Stocks on Deep DiscountStill deals to be had in the bull run.7 Ways to Improve Your Credit ScoreThese tips can help you establish good credit or improve poor credit.

3 Gold-Rated Canadian Balanced Funds Looking for the best of Canadian equity and income in one?

June 28

Stock of the Week: Air CanadaIt takes two vaccinated countries to travel.

A Checklist for Retirement Cash FlowsMaximizing nonportfolio sources of income can reduce demands on your portfolio.Five Star Stocks on Deep DiscountStill deals to be had in the bull run.

What is a Meme Stock? Hard to define, but investors should know it when they see it. Are NFTs Hurting the Environment? Why paying for the digital art is polluting3 Canadian Stocks to AvoidThese stocks are all extremely overvalued by our standards - and carry a good deal of uncertainty, too.

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?Stay Away from Group RESPsDon't jeopardize your child's future if you don't fully understand the risks with these productsWhy is Molson Coors So Cheap?Mainstream beer isn't mainstream anymore.

3 Gold-Rated Canadian Balanced Funds Looking for the best of Canadian equity and income in one?

June 14

Stock of the Week: BlackBerryGot that hype stock fever? Consider this first.What is a Meme Stock?Hard to define, but investors should know it when they see it.The Case for Diversification in CanadaBeing appropriately diversified and allocated (per your risk tolerance and risk capacity) would have afforded better results over the most recent market panic.Are NFTs Hurting the Environment?Why paying for the digital art is pollutingWhy is Alibaba So Cheap?Think the investments won't pay off?3 Gold-Rated Canadian Balanced FundsLooking for the best of Canadian equity and income in one?Top Performing Canadian Mutual Funds in 2020These ten funds had the best returns this year – how did they do it?

5 Gold-Rated Global Funds to Consider If you want your portfolio to leave Canada for a while, there's plenty of options!How taxes on dividends differThe advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits3 Stocks to Ride the Travel ReboundThese companies are best positioned to benefit from increased demand for summer vacations, and a return of travelling activity to normal levels.

June 7

Are NFTs Hurting the Environment?

Top Performing Canadian Mutual Funds in 2020These ten funds had the best returns this year – how did they do it?

5 Gold-Rated Global Funds to Consider If you want your portfolio to leave Canada for a while, there's plenty of options!

Why is Green Thumb so Cheap?Cannabis investors need to chill.

Stock of the Week: Salesforce.com

They’re building an empire

The Street Says These Stocks Are on Sale Institutional analysts working for large financial institutions believe that these Canadian stocks are undervalued. Green Bonds Go MainstreamFixed income investors can now find sustainable yield in a newly-listed Canadian ETF.

The Benefits and Drawbacks of Active ETFsActive ETFs are not an oxymoron.

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

May 10

Why is Enbridge so Cheap?Investors underestimate how long legal battles last.What Happens When You Mix RESPs with TFSAs?This family maximized the tax efficiency of their children's education savings by combining the power of both accounts.

Diversification IS a Free LunchCanadian investors would be wise to not put all their eggs in a single basket.Are NFTs Hurting the Environment?Why paying for the digital art is polluting

Pipeline Problems for Enbridge? With legal battles around a potential Line 5 shutdown likely to heat up, we ask Morningstar's Stephen Ellis about the risks ahead for investorsThe Street Says These Stocks Are on SaleInstitutional analysts working for large financial institutions believe that these Canadian stocks are undervalued.

5 Gold-Rated Global Funds to Consider If you want your portfolio to leave Canada for a while, there's plenty of options!Don't Give Up on BondsBonds' ability to zig when stocks are zagging is especially useful when markets are in "risk-off" mode.4 Cheap Tech StocksThese stocks are trading at double-digit discounts to their fair value estimates.

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?

May 24

Pipeline Problems for Enbridge?With legal battles around a potential Line 5 shutdown likely to heat up, we ask Morningstar's Stephen Ellis about the risks ahead for investors5 Gold-Rated Global Funds to ConsiderIf you want your portfolio to leave Canada for a while, there's plenty of options!2 Warren Buffett Stocks to BuyThese undervalued stocks are among the holdings in Berkshire Hathaway today

Are NFTs Hurting the Environment? Why paying for the digital art is polluting Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?Stocks to Play the Lumber BoomThese companies are feasting on high demand for wood products.Stock of the Week: AppleWe're raising our fair value as sales hit new highs – but investors need to put it in perspective

Is Cryptocurrency for Real?Crypto is an increasingly dominant topic of conversation among investors, but is it a genuine asset class or the latest in a long list of financial manias? When Should You Pay for Advice?For investors with less time or knowledge to manage their investment portfolio, it might be wise to consult an independent advisor.

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

May 10

Are NFTs Hurting the Environment?Why paying for the digital art is polluting10 Superior U.S. Dividend StocksThese stocks are good choices whether you're looking for dividend growth, down-market defense, or inflation protection.Stock of the Week: ModernaStrengths that are also weaknessesTop Performing Canadian Mutual Funds in 2020These ten funds had the best returns this year – how did they do it?Will Workers Return to the Office?REITs are suffering – but there may be new tenants and opportunities soon.

Canada's Best All-in-One ETFsWhether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual fundsHow taxes on dividends differThe advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits

Second Time Lucky for WeWork?Office leasing company WeWork is trying to float again after 2019's debacle, but this time looks very different - could it benefit from the rise in demand for flexible office space?

5 Cheap Moat-y Dividend StocksThese income opportunities are trading at a discount to our fair value estimates and have a competitive advantagePossible Bubbles to Watch Out for in CanadaVanguard shares concerns on housing and crypto, and what to expect from the stock market in 2021.

May 3

Stock of the Week: Tesla

If Elon ends up delivering, we might need to raise our fair value to US$1,500 a share.

Possible Bubbles to Watch Out for in Canada

Vanguard shares concerns on housing and crypto, and what to expect from the stock market in 2021.

Top Performing Canadian Mutual Funds in 2020

These ten funds had the best returns this year – how did they do it?

6 Stocks That Let You Sleep at Night

These wide-moat, low-uncertainty names are reliable.

Are NFTs Hurting the Environment?

Why paying for the digital art is polluting

10 Stocks Buffett Might Buy, if He Could

The investing legend might take an interest in these high-quality firms if Berkshire were nimble enough

3 Beer Stocks to Mull

These businesses are somewhat insulated from economic upheavals such as the one caused by the coronavirus pandemic.

Sell in May, Go Away

A strategy that leads to pay day? Not really.

Boom Time for Canadian Tech IPOs

After a lull in Canadian technology IPOs, the tide seems to be turning. There have already been 19 listings so far, with dozens more on the way

How taxes on dividends differ

The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits

April 26

Alibaba Stock is Now Cheap

Can the e-commerce titan resist a hit in market share?

Top Performing Canadian Mutual Funds in 2020

These ten funds had the best returns this year – how did they do it?

Sell in May, Go Away

A strategy that leads to pay day? Not really.

How taxes on dividends differ

The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits

10 Canadian Stocks to Own

These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds

3 Space Stocks to Benefit from Increased Spending

Growing global investment set to turn space programs into trillion-dollar markets

An investing road map for retirees

For people in drawdown mode, tips on asset allocation, pensions, annuities, withdrawal rates and more.

When FOMO is Warranted

If you missed just two of the best market days in 2008 and 2020, your portfolio would be down 19%

8 Well-Rated Sustainable ETFs

These exchange traded funds have a potential to outperform

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

April 19

10 Well-Rated Sustainable Funds

These four or five-star funds invest sustainably, and have the potential to outperform their peers

8 Well-Rated Sustainable ETFs

These exchange traded funds have a potential to outperform

Top Performing Canadian Mutual Funds in 2020

These ten funds had the best returns this year – how did they do it?

3 Renewable Energy Stocks

The International Energy Agency forecasts renewables to account for 95% of the net increase in global power capacity through 2025

4/20: Calm Before the Cannabis Storm

Tailwinds of growth for the industry ahead with reopening of economy, U.S. legalization

How taxes on dividends differ

The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits

Tackling Vaccine Hesitancy: Knowledge vs Fear

Don’t be fooled by the (dis)information overload – listen to the experts

5 Cheap Moat-y Dividend Stocks

These income opportunities are trading at a discount to our fair value estimates and have a competitive advantage

10 Canadian Stocks to Own

These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds

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

April 12

5 Cheap Moat-y Dividend Stocks

These income opportunities are trading at a discount to our fair value estimates and have a competitive advantage

Stock of the Week: George Weston Ltd

Weston slices off the bread business as the prodigal son rises

The Best Inflation-Fighting Investments for Retirees

In-retirement portfolios should include a blend of inflation hedges and inflation beaters

How to Get the Best Out of Your Financial Advisor

Three essential boxes which you need to tick when taking financial advice – and no-nos you should never hear your advisor say

Top Performing Canadian Mutual Funds in 2020

These ten funds had the best returns this year – how did they do it?

10 Canadian Stocks to Own

These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds

When Should You Change Your Investment Strategy?

It is ill-advised to change your investment approach frequently, but there are some circumstances in which a change is warranted

Cheap Canadian Sector Stocks

Here are names that are under valued relative to sector peers

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 taxes on dividends differ

The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits

April 5

Cheap Canadian Sector Stocks

Here are names that are under valued relative to sector peers

Top Performing Canadian Mutual Funds in 2020

These ten funds had the best returns this year – how did they do it?

10 Canadian Stocks to Own

These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds

Stock of the Week: Green Thumb Industries

We increased our fair value for the U.S. cannabis giant – and a word on pay-to-play allegations

Banks Under Fire for Funding Oil

From 2016-2020, Canadian banks poured over $700 bn into fossil fuels, and shareholders are demanding change

Can You Owe $800k Tax on a Profit of $45k?

The rules for tax losses might lead to different outcomes in the U.S. and Canada

Vaccine Rollout Could Lift These Airline Stocks

Four air transport leaders look to make the most of border reopenings

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 taxes on dividends differ

The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits

Top Performing Canadian ETFs in 2020

It was a year of low-cost rocket ships – here are the top ten

March 29

Can You Owe $800k Tax on a Profit of $45k?

The rules for tax losses might lead to different outcomes in the U.S. and Canada

Stock of the Week: Norwegian Cruise Line

We’re raising our fair value estimate – a bit - as we expect passenger levels above 2019 by 2023

10 Canadian Stocks to Own

These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds

Top Performing Canadian Mutual Funds in 2020

These ten funds had the best returns this year – how did they do it?

The 5 Most Expensive Canadian Stocks

How much of a premium are you paying for your favourite names?

How Dangerous Are Bonds Right Now?

Long-term investors in funds may have to contend with taking losses for quite some time

ARK Innovation’s Thematic Approach Is Ill-Prepared for a Major Twist

Its flagship strategy, ARK Innovation (ARKK), earns a Morningstar Analyst Rating of Neutral

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

Sturdy Canadian Dividend Stocks

Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

15 Canadian Dividend Growers

When deciding if a stock is overvalued, measure against both the stock’s own history, and peers in the same sector.

March 22Rogers-Shaw: Good for Investors, Bad for ConsumersPhone bills will rise as a result of the merger, and rural Canada might be hardest hit10 Canadian Stocks to OwnThese stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity fundsCan You Owe $800k Tax on a Profit of $45k?The rules for tax losses might lead to different outcomes in the U.S. and CanadaStock of the Week: CuraleafWe raised our fair value for the cannabis giant taking on Canopy in EuropeFIRE-d Up For RetirementCan these "FIRE" enthusiasts achieve their dream of early retirement?

Top Performing Canadian Mutual Funds in 2020

These ten funds had the best returns this year – how did they do it?

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 Big 3 Telecom Companies

For investors greater profitability makes wireless players more attractive investment prospects

Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics 15 Canadian Dividend Growers When deciding if a stock is overvalued, measure against both the stock's own history, and peers in the same sector.

March 1515 Canadian Dividend GrowersWhen deciding if a stock is overvalued, measure against both the stock's own history, and peers in the same sector. Dividends After the Rogers-Shaw MergerWhat the massive deal does for income investors - and other companies in the industry - with sector analyst Matthew Dolgin

10 Undervalued Canadian Stocks These local favourites are on sale

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metricsHow to Spot a Value or Dividend TrapA generous payout is enticing but it's not always a positive sign, writes Nicki BourlioufasCoronavirus Market Crash Was the ShortestThe year may have been unprecedented, but the best course for navigating a market dip stayed the same.Stock of the Week: NVIDIACan 'supercomputers on wheels' save sales in a crypto downturn?Rogers-Shaw Merger Price is FairShaw shareholders, BCE, Telus are the big winnersToday's Best Canadian Bank PicksLearn the latest on quarterly earnings, who's leading the pack, and what to make of the housing market, with Morningstar's Eric Compton

March 8 10 Undervalued Canadian StocksThese local favourites are on sale

Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Cathie Wood Isn't Worried About InflationThe CEO of ARK Invest believes that the bull market has broadened out into valueTop Performing Canadian ETFs in 2020It was a year of low-cost rocket ships – here are the top ten

No Room on the ARK? If you can get aboard, should you?

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 Financial Costs of Being a Woman

Women today must plan to live longer, while earning less, and shouldering the burden of child and elder care.

Funds to Consider for Your RRSP Wondering where to invest? Start your research here!

RRSP season may be over, but one of the best investment vehicles is always available

Should You Pay Down Your Mortgage or Invest in the Stock Market?

With interest rates at rock bottom, should you use extra cash to pay down your mortgage or invest in the stock market?

2 Canadian Stocks Buffett Sold

These names – one in energy, the other in gold – featured on Berkshire’s ‘Sell’ list

Retirement Blind Spots

Retirement has changed significantly and the new reality causes people to entertain blind spots that could prove costly or disheartening, or both

Couple Favours Dividends, Loses Out on Returns

What can Kevin and Lori do to get their portfolio back on track and better position themselves for retirement?

How to Keep the Home in Retirement Downsizing isn't necessarily definite when you take these budgeting and income-boosting stepsNo Room on the ARK?If you can get aboard, should you?

Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?Are Bitcoin ETFs a Setup for Disappointment?Morningstar's Director of Global ETF Strategy, Ben Johnson, outlines the risks of holding thematic ETFs - and bitcoin, with an idea on portfolio allocations

Wondering where to invest? Start your research here!

Funds to Consider for Your RRSP

Wondering where to invest? Start your research here!

Stay Away from Group RESPs Don't jeopardize your child's future if you don't fully understand the risks with these productsStock of the Week: Canadian National RailwayTake some time to appreciate 20 years of outperformanceHow to Keep the Home in RetirementDownsizing isn't necessarily definite when you take these budgeting and income-boosting stepsThe Total Return Approach to RetirementIncome in retirement can come from more than bonds and dividends, explains Morningstar's Christine BenzTop Performing Canadian Mutual Funds in 2020These ten funds had the best returns this year – how did they do it?4 Healthy Stocks for Your PortfolioThese companies are hitting the ground running in the post-pandemic healthcare sector

Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

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

Don’t jeopardize your child’s future if you don’t fully understand the risks with these products

Undervalued Canadian Stocks

In today's frothy marketplace, these homegrown stocks are still on sale

A Top (Canadian) Stock in Telecom

We think this company is well-positioned to increase market share

Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?

Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

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 outlook for dividends is positive, but there’s still some risk that investors should watch for

Reporting Capital Gains, Dividend Income is Complex Tax returns reveal the importance of fiscal planning for investments

7 Surprising Stocks to Consider These large companies lack economic moats and have negative moat trends--but we think they're attractive nonetheless

February 8

Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten

Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?

If There's a Bubble, It's in Bonds: Cathie WoodARK Invest takes on hot stock valuations worries in their February webinar, with a word on value traps.Reporting Capital Gains, Dividend Income is ComplexTax returns reveal the importance of fiscal planning for investments

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

IPOs to Watch For in 2021

This year is setting up to be one of industry disruption – which side will you be on?

Can You Retire With a Million? A million bucks has lost its buying power but many people still dream of achieving such a large piggy pot7 Surprising Stocks to ConsiderThese large companies lack economic moats and have negative moat trends--but we think they're attractive nonetheless

The Most Shorted Stocks in Canada The GameStop furor has brought short-selling to the fore again, and there are signs that some of Canada's most shorted stocks have seen strong buying interest as a result

The Most Shorted Stocks in Canada

The GameStop furor has brought short-selling to the fore again, and there are signs that some of Canada's most shorted stocks have seen strong buying interest as a result

Can You Retire With a Million?

A million bucks has lost its buying power but many people still dream of achieving such a large piggy pot

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?

Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten

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

Sturdy Canadian Dividend Stocks

Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

10 Gold-Medalist Equity Mutual Funds

These funds provided peak performance at reasonable rates

10 Cheap Canadian Stocks Some of the biggest names up North are on saleDoes Your Portfolio Need Bitcoin?Maybe - but keep it to a minimum

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

Sturdy Canadian Dividend Stocks

Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

Can a Risk Averse Saver Boost Her Retirement Income?

Yes, by turning her ‘Human Capital’ into ‘Financial Capital’

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?

Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten

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: Teladoc

The company eliminating waiting rooms at the doctor’s office

Better Than Bonds, Steadier Than Stocks

RBC's Norman So has a ten-year track record of downside protection and strong returns

5 Cheap Canadian Oil and Gas Stocks

Oil prices have paved a way around Keystone XL, amidst underestimated growth prospects for Canadian producers

Where Was Jack Ma?

We doubt it was anything to do with the authorities as Alibaba looks set to weather regulatory risk

10 best sustainable ETFs in Canada

For investors who prefer passive investments over active, here are a few options

January 18Sturdy Canadian Dividend Stocks

Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics

No Keystone, No Problem

We still see TC Energy as undervalued, although Cenovus’s growth prospects could be hurt

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

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?

Farewell, Mutual FundsEventually, ETFs will be the industry standard

Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top tenHow to Invest for IncomeTraditionally, income was achieved by holding bonds, but ultra-low interest rates mean that these days investors need to be a bit more creativeWarren Buffett's 2020 ScorecardBillionaire investor Warren Buffett had a mixed year by his standards, with some winners such as Apple and Snowflake balanced by banks and energy 10 Cheap Canadian StocksSome of the biggest names up North are on saleAre Thematic ETFs for You?Mark Noble from Horizons ETFs shares his thoughts on ETF trends for 2021, with a focus on thematic investing opportunities

January 1110 Cheap Canadian StocksSome of the biggest names up North are on sale

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?

Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten 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

10 Most Popular Stocks, Funds, and ETFs of 2020 Here are the most-viewed securities on Morningstar.ca this yearA Value Stock Rebound Is Good News for Dividend InvestorsEquity income is well-positioned, both short- and long-term

10 Cheap Moaty Canadian Stocks These companies all have an edge and come at a discount - and two of them can fend off rivals for decades to come 3 Health Food Stocks to ConsiderThe global plant-based meat market, valued at US$4.3 billion in 2020, is projected to nearly double by 2025

Top Performing Canadian Stocks of 2020 These 10 names in our coverage universe had impressive returns, and some are still undervalued! 10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options

January 04 Robinhood Was Indeed Too Good to Be TrueThe SEC releases the results of its investigation

10 Most Popular Stocks, Funds, and ETFs of 2020 Here are the most-viewed securities on Morningstar.ca this year Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten 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

Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?10 Cheap Moaty Canadian StocksThese companies all have an edge and come at a discount - and two of them can fend off rivals for decades to come

Top Performing Canadian Stocks of 2020 These 10 names in our coverage universe had impressive returns, and some are still undervalued! Canada's top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long 10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options

Dec 28Top Performing Canadian ETFs in 2020It was a year of low-cost rocket ships – here are the top tenTop Performing Canadian Mutual Funds in 2020These ten funds had the best returns this year – how did they do it?Top Performing Canadian Stocks of 2020These 10 names in our coverage universe had impressive returns, and some are still undervalued!10 Most Popular Stocks, Funds, and ETFs of 2020Here are the most-viewed securities on Morningstar.ca this yearCanada's Best All-in-One ETFsWhether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual fundsYear-End Review: How Did Funds Do?The results are in on 2020 fund flow and asset class performance - learn about them with Morningstar's Ian Tam3 Stocks for Christmas ShoppingAs shoppers return to the high street to snap up festive treats, these three wide-moat stocks stand to benefit

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 diversifyCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for longLes fonds communs canadiens les plus performants en 2020Ces dix fonds sont ceux qui ont eu le meilleur rendement cette année; comment ont-ils fait?

Stock of the Week: PalantirIt's not the Matrix

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 fundsThe Most Over- and Undersold Benefits of ETFsETFs have huge benefits for investors, they just might not be the ones you thinkShould You Borrow Money to Invest?Morningstar's Christine Benz tells us some reasons not toThe 10 Biggest IPOs of 2020These 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 diversifyCOVID-19 Will Stress BerkshireBut the crisis will also accelerate the company's evolution from a reinvestment machine to one returning more capital to shareholdersIncome Fund Outmanoeuvred in PandemicDecisive selling and opportunistic equity positions deliver another top-decile year for Mackenzie's global strategic income manager

December 7ESG Considerations for Airbnb IPO InvestorsExperts highlight governance and social risks that overshadow the excitementCanada's Best All-in-One ETFsWhether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual fundsHow 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 buyFidelity's Mark Schmehl Hunts for Innovative Companies Regardless of PriceUnusual situations call for special strategies - and they've been paying off in the pandemicDid 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 yearWhen to Use an ETFInvestors have poured billions into low-cost ETFs in recent years, but does it always make sense to go passive? Consider this firstStock of the Week: McDonald'sPost-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

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 sale3 Stocks Plugged into the Renewable Energy RevolutionThese companies are well-positioned for policy tailwinds and a shift to sustainable energy

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 16Canada's Best All-in-One ETFsWhether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual fundsStock of the Week: FordThe legendary pony takes on Tesla and aims for pole position on profitabilityFinancial Planning in a Post-COVID-19 WorldCanadians need advice, but those that need it most are least able to afford it, a Morningstar Executive Forum is toldShould 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 youCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for longThe Best ETFs for DIY InvestorsIf 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

There were a few surprises in the wide-moat firm's 13-F filing

November 9Stock of the Week: TeslaCan 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 ElectionWhat a Biden Win Means for CanadaThe 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 diversify4 U.S. Industrials Stocks to WatchBiden's infrastructure plan could make industrial stocks great againWe Still Expect a Strong U.S. Economic RecoveryNeither the U.S. election outcome nor the coronavirus third wave will derail itThe best mutual funds for retirementThese funds are gold-rated, and have either four or five s10 best sustainable ETFs in CanadaFor investors who prefer passive investments over active, here are a few options

November 2Are 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 DolginWhat 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 todayMorningstar Money Challenge: Day 1First: Track your expensesCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for long5 Scary Canadian StocksBeware: 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 saleIs Renting Throwing Away Money?Factors like freedom and career flexibility can offer intangible financial benefits - in exchange for a home equity opportunity cost4 U.S. Banks on Double-Digit DiscountsThese stocks are trading at a sizeable discount to their intrinsic values offering some margin of safetyDon't Try to Time ElectionsWhy you should resist the urge to make predictions when there's a disconnect between the economy and security prices

October 26Not 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 PasalisStock of the Week: TD BankLook out, Questrade5 Scary Canadian StocksBeware: These companies are overvalued, will all of them carrying a Morningstar Star Rating of only one or two stars4 Reasons to Back BondsHigh prices and low, or even negative, yields make some bonds appear unattractive to investors, but here are four reasons not to ditch the debtCanada's Resilient Sustainable Fund SpaceQ3 continued a positive trend for ETF and fund flows for ESG investmentsWhat 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 today3 Stocks to Sanitize Your PortfolioThese 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 longTo REIT or Not To REIT?Signature's Lee Goldman argues that the REIT space requires selectivityQuant Concepts: A Portfolio of HorrorsA cautionary tale of picking Canadian companies poised to lose money, with CPMS's Emily Halverson-Duncan

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 long4 Reasons to Back BondsHigh prices and low, or even negative, yields make some bonds appear unattractive to investors, but here are four reasons not to ditch the debtThe Future of Responsible Investing in CanadaMorningstar'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 saleStock of the Week: BlackBerryIs it back from the dead?Tesla Gets a Moat UpgradeWe 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 12Positive News From COVID-19 Vaccines Don't Change FVEsDespite encouraging updates from AstraZeneca and BioNTech/Pfizer, we maintain our fair value estimates10 Cheap Moat-y Canadian StocksThese companies all have economic moats and come at a discount - and two of them can fend off rivals for decades to comeFive Factors for Low VolatilityThese 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 diversifyStock of the Week: EnbridgeThe 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 2030Morningstar 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

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 decadeThese 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 Form1832's Don Simpson outperforms by hunting for hidden value amidst the uncertainty

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

24 Stocks for 2030Morningstar 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 28Is 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 FundsAre managers leading or following the technology boom?A Better Way to Look at Investing in Equities for IncomeThe 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 sale24 Stocks for 2030Morningstar 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 beyondCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for longPeering into Palantir's Data Market DisruptionWe value the company at US$28.2 billion, reinforced by a sticky customer base and positive moat trendThe Debt MessThe 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 WatchlistHow edibles could change the marketBlank Cheque Companies: Be CarefulNikola's not the first 'SPAC' to emerge in an explosion of 'strategic' IPOs in 2020 - here's what investors need to know

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 ConsiderIf 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 sameChina's Changing Electric VehiclesA better infrastructure, way more production and sales make for undeniable leadership

September 14Stock of the Week: CIBCAre the glory days over? Or is this just a new beginning?100 Ways to Cut Your Day-to-Day ExpensesIf 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 picksConcentration Works Both WaysIan 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 YieldThe asset manager launched a new fund-of-funds product that targets a 4% annual payout, aimed at retirees and soon-to-be retireesThe best mutual funds for retirementThese 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 longWhen Dollar-Cost Averaging Can Help (or Hurt)A systematic investing approach doesn't usually improve returns, but it can help in certain situationsDowntown Won't Become a Ghost TownCOVID-19 turned most city centres into empty spaces – but they won't stay that way!

September 710 Canadian Dividend Stocks That Are Still CheapBanks, energy companies and consumer plays, among others stocks with yield on saleCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for long3 Stocks Growing With the CloudAccelerated 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 nowThe Best ETFs for DIY InvestorsIf you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversifyNot a Normal Recession: ManagerMackenzie's growth manager is outperforming by getting extra pickyOur Comment Letter to the OSCWe comment on the OSC's Ontario Capital Markets Modernization Taskforce's consultation report Canada and China Grow Dividends in Q32020Will the dream run continue? Here are our top picks

August 31My #1 Money LessonsMorningstar experts reflect on the money lessons they would have wanted their younger selves to know10 Canadian Dividend Stocks That Are Still CheapBanks, 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 longStock Analyst Sentiment in COVID-19At 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 quarterNew Fair Values for Apple, Tesla After Stock SplitsAfter adjusting our fair value estimates, both stocks still look richCanadian Telco HavocCompanies get a bad surprise with their overage charges; Telus may have taken a toll on RogersWhat is a Stock Split?Companies like to play with the price of their stocks sometimes…here's why and what you should knowThe best mutual funds for retirementThese funds are gold-rated, and have either four or five starsHow to Be a Better Investor: Episode 3Products, services, what is what in the world of finance - and how to look out for yourself

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 longA Retirement Readiness ChecklistDetermining if you're on track to retire can be more manageable if you break it into smaller steps.Stock of the Week: CuraleafU.S. cannabis surges: But guess who wants the taxesThe best mutual funds for retirementThese funds are gold-rated, and have either four or five stars

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

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 10The Best ETFs for DIY InvestorsIf 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 GoldIt's hit a record high and investors have poured billions into funds that track the metal. But should you invest? Probably notThe Best Asset Allocation ETFs to ConsiderEach of these ETFs are rated 3 Stars or higher by Morningstar, or have been awarded a quantitative rating of Bronze, Silver or GoldWhy Aren't Stock Bubbles Considered Inflation?Central banks should start by stabilizing assets Canada's top 3 mutual funds of the decadeThese 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 retirementThese funds are gold-rated, and have either four or five starsBaby Steps for Reducing RiskInvestors 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 saleThe Best ETFs for DIY InvestorsIf 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 MissedIf your goal is to look out for your loved ones, consider tackling these estate-planning additional jobsCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for long3 Reasons to Buy Big DataCIBC'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 HomeFive-star CC&L gets the best of both worlds by casting a wide net – and focusing on the TSXEuropean Telecom Stocks on SaleThese blue-chip businesses are nimbly adapting by reducing costs, improving efficiencies and growing their geographic footprint to remain competitive and profitableHow to Be a Better Investor: Episode 2Put 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 saleESG Grows During RecoverySustainable investments have seen a pick up in investor attentionCanada's 2nd Most Expensive StockGold'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 longBig Beer on SaleThese 3 brewing barons are high-quality businesses with entrenched positions in a consolidated market - and now they're about to catch some tailwinds of growthCorporate Bonds are on Shaky GroundPre-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 HomeFive-star CC&L gets the best of both worlds by casting a wide net – and focusing on the TSXThe best mutual funds for retirementThese funds are gold-rated, and have either four or five starsHow to Be a Better Investor: Episode 1Learn how to picture your goals so you can better reach themWhat a Covid-19 Vaccine Means for InvestorsThree 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 saleCanada's top 3 mutual funds of the decadeThese 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 moneyHow 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 EstateWhy 1832 Asset Management's Tom Dicker sees some promising pockets in certain commercial realty and single family homesStagnant Canadian Strategic Beta MarketAlthough assets are up to $15.4 billion in 2019, that's still only a 10% share - as it has been since 2014What a Covid-19 Vaccine Means for InvestorsThree new vaccines for coronavirus look poised for emergency use authorization in the US this autumn. What does that mean for investors?Coronavirus Controversies ClimbIssues 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 MoneyRunning out of money is a major fear for retirees, but there are ways to make sure you protect yourself

July 13How to Not Run Out of MoneyRunning 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

These gold-rated actively managed approaches took top spots for long

If it isn't making you money, it's costing you money

The best mutual funds for retirementThese 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

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 longThe Pros and Cons of ETFsSome 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 starsThe Facts Around Dividends4 facts to keep in mind when deciding whether to buy dividend stocks or fundsBuy the dip with these 10 cheap Canadian stocksIt'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 consider3 Stocks Susceptible to H-1B Visa ClampdownInvestors 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 wayConfessions of a Former 'FIRE' SkepticHow I learned to stop worrying and believe that these people are actually onto something

June 29What Do the Mutual Fund Classes Mean?Understand how the same fund can differ, with Morningstar's Director of Investment Research, Ian Tam10 Canadian Dividend Stocks That Are Still CheapBanks, energy companies and consumer plays, among others stocks with yield on saleAnnuities Aren't What They Used to BeInsuring good income in retirement is getting harder as we live longer - but COVID could change thatFrom WeWork to We Don't WorkA wave of demand disruptions is about to bring severe consequences to the company if it doesn't let go of leases soonCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for long term performanceOntario DSC Rules Promote Wealth InequalityNow it's only the small investors who fall preyConfessions of a Former 'FIRE' SkepticHow I learned to stop worrying and believe that these people are actually onto something15 Stocks to Invest in ChangeThese companies achieve high Minority Empowerment Scores because they demonstrate a strong commitment to diversity and inclusionWhen to Buy Stocks DirectlyAn offer that most investors should refuseThe best mutual funds for retirementThese funds are gold-rated, and have either four or five stars

June 22Why Early Retirement Is a Wrong Goal Just because you can doesn't mean you shouldLululemon Continues to Defy GravityOnline 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 correctionCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for long term performanceEasy Money: Download Robinhood, Buy Stonks, Bro DownA 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 InequalityNow it's only the small investors who fall preyThe best mutual funds for retirementThese funds are gold-rated, and have either four or five starsWhat Do the Mutual Fund Classes Mean?Understand how the same fund can differ, with Morningstar's Director of Investment Research, Ian Tam5 Ways Rebalancing Can Benefit Your Retirement PlanThe virtues of rebalancing are greater when you're retired than when you are accumulating.

June 15Why Early Retirement Is a Wrong GoalJust because you can doesn't mean you should10 Canadian Dividend Stocks That Are Still CheapBanks, energy companies and consumer plays, among others stocks with yield on saleIs the Stock Market Rebound Overdone?There is no definitive answer, but here are three things to consider before you invest20 cheap Canadian dividend stocksSeveral dividend-paying stocks have entered the 'cheap' territory in the ongoing correctionCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for long term performanceQuant Concepts: Uncommon Canadian dividend stocksStepping outside of the S&P/TSX Composite can yield you some benchmark-beating performance, and less volatility, Emily Halverson-Duncan findsIs 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 considerIt's the Fundamentals, Not the ForecastsNevermind 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

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 wayCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for long term performanceIs the Stock Market Rebound Overdone?There is no definitive answer, but here are three things to consider before you investThe best mutual funds for retirementThese funds are gold-rated, and have either four or five stars

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 2520 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 stocksIt'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 considerBuy like BuffettThese 3 U.S. stocks in Berkshire Hathaway's portfolio are all undervalued according to our metricsCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for long term performanceThe investments for the timesTake 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, CFA2010 vs 2020: How investing has changedA look at the 10 biggest companies today and a decade ago reveals a lot about how investors are thinkingThe best mutual funds for retirementThese 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

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 stars10 best sustainable ETFs in CanadaFor investors who prefer passive investments over active, here are a few options

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

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

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 stocksSeveral dividend-paying stocks have entered the 'cheap' territory in the ongoing correction10 top sustainable mutual funds in CanadaThe choice between investing sustainably and performance is not mutually exclusiveBuy the dip with these 10 cheap Canadian stocksIt'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 considerCOVID-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 explainsWhy ESG matters in downturnsCompanies that 'do the right thing' are also likely to do well in the future Valuable ESG stocksThese three sustainable Canadian companies are on sale10 best sustainable ETFs in CanadaFor investors who prefer passive investments over active, here are a few optionsWhy oil went negativeFor the first time in history, WTI crude slipped into negative territory, because of vanished demand and a storage crunchCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for long term performance4 ESG stocks for sustainable investingAligned 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 explainsIs 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 othersThis time's recovery will take longerBMO's James Thai argues that as the market slowly recovers it's critical to separate winners from losersIs this time different?The regularity of market crashes is a reminder that patience is key to investing in equity marketsThe tech fund that barely fellHow Fidelity Global Innovators stayed afloat, and the resilience of exciting namesDeals on dividend starsYields 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 TamCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for long term performanceHow to decide where to hire active managersActive management is tougher in some categories than others

April 06 9 sources of emergency cash, ranked from best to worstCredit cards are the easiest, but worst option – here's eight others to try before you swipe20 cheap Canadian dividend stocksSeveral dividend-paying stocks have entered the 'cheap' territory in the ongoing correctionBuy the dip with these 10 cheap Canadian stocksIt'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 considerCOVID-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 explainsDid 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 downturnWhy 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 decadeThese gold-rated actively managed approaches took top spots for long term performanceHow to lose moneyEven though it feels like you are reducing risk by pulling out of the market, the long-term effects could hurt your overall returnsWhat to do with Canadian banks?The yields look good, but the risks are real, and it could get worse before it gets betterWhat 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 30COVID-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 explains20 cheap Canadian dividend stocksSeveral dividend-paying stocks have entered the 'cheap' territory in the ongoing correctionBuy the dip with these 10 cheap Canadian stocksIt'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 considerWhich 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 futureThe return of the value investorBrandes' 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 lotStocks or ETFs?Want to get in on the action? Start hereNow's the time to buyThe current market conditions are creating tremendous dislocations between share prices and intrinsic values, says Sionna's Marian HoffmannWhat are top performing dividend funds holding?Here's a look at the stocks the best performing dividend income funds within Morningstar's database are holdingWhat 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

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 betterWhen will stocks recover?The four stages of (most) bear marketsWhat 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 one5 cheap wide-moat Canadian stocksThese stocks have fallen below our fair value estimates – and have a sustainable competitive advantage relative to their peersCOVID-19 and your taxes: Deadlines extendedOutstanding federal 2019 tax now due Aug. 31, and other changes to know

March 1620 cheap Canadian dividend stocksSeveral dividend-paying stocks have entered the 'cheap' territory in the ongoing correction5 cheap wide-moat Canadian stocksThese stocks have fallen below our fair value estimates – and have a sustainable competitive advantage relative to their peersCOVID-19 and your moneyWith 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 preparedBuy the dip with these 10 cheap Canadian stocksIt'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 considerWhat to do with Canadian banks?The yields look good, but the risks are real, and it could get worse before it gets better3 things to do right nowWith COVID-19 comes an crucial need to ensure you're making the right moves: Ian Tam, Director of Investment Research at Morningstar CanadaIs there a good time to buy or sell actively managed funds?Why staying invested is the name of the gameFunds that outperformed in 2008Seven equity funds that protected on the downside during the 2008-2009 financial crisis and recovered faster than the indexVirus brings rare entry for tech stocksWild weeks on Wall Street have opened some tempting opportunitiesHow Canadian funds are holding upIn 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 stocksThese stocks have fallen below our fair value estimates – and have a sustainable competitive advantage relative to their peers3 things to do right nowWith COVID-19 comes an crucial need to ensure you're making the right moves: Ian Tam, Director of Investment Research at Morningstar CanadaBuy the dip with these 10 cheap Canadian stocksIt'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 consider4 ways to turn a down market to your advantageChristine Benz offers some practical things that investors can do in this market uncertaintyRisk, not volatility, is the real enemyGrant us investors the wisdom to know the differenceHow to play these volatile timesCOVID-19, rate cuts, and talk of recessionary risks - what are investors to do? Scotia's Judith Chan weighs inFunds that outperformed in 2008Seven equity funds that protected on the downside during the 2008-2009 financial crisis and recovered faster than the indexHow Canadian funds are holding upIn the past month, the worst performing categories are all equity focused while most of the top performing categories are fixed income focusedCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for long term performanceCanada's top 20 dividend stocksIn the second quarter of 2019, they broke all-time S&P/TSX 60 records

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 24Surge 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

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

Here's what you need to know about sustainable funds and different ESG factors

Investors at every life-stage, early, mid-career, or retirees, need to invest sustainably

Why today’s demand could become tomorrow’s supply

February 17TFSAs aren't for savingRRSPs get all the investor attention this time of the year, and they shouldn'tThe best ETFs to hold for retirementIf you know where you want your assets to go, see this list of the best-rated ETFs available in CanadaPicking funds for retirementLearn 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 matterThe best mutual funds for retirementThese funds are gold-rated, and have either four or five starsRetirement is more than moneyIt looks different these days. And investors need to ask themselves some important questions: Morningstar Executive Forum3 Canadian picks for a decade or twoRob 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 ETFsWhat they include, exclude, how they picked fixed income and why there are some Canadian names that didn't make the cutCanadian dividends in 2020Why we're entering the "decade of dividend growth investing" and where dividend growth in Canada will come from, with Guardian Capital's Srikanth IyerCanada's best actively-managed ETFsEasy-to-access professional management proved a medalist performance is possibleWhat Theranos can teach us about human behaviourLessons from the "New Steve Jobs'" fall from graceCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for long term performanceCanada's top 20 dividend stocksIn the second quarter of 2019, they broke all-time S&P/TSX 60 recordsInvestor tax tips for 2020Review your strategy now to take advantage of a tax-efficiencies this yearCanadian banks to take on volatilityWhy they're an attractive place to anchor your portfolio in these choppy markets Adding growth to dividendsIf you want stable income along with growth, here are alternatives to the Big BanksWhy not 100% equities?Revisiting a 25-year old suggestion

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

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

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

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

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

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

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

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 hedgeDividends in Canadian energyOpportunities, risks and top picks that aren't only Enbridge5 tips for trading ETFsIt is always a good time to brush up on what constitutes good hygiene when transacting ETFs10 most popular stocks, funds, and ETFs of 2019Here are the most-viewed securities on Morningstar.ca this yearGlobal dividends for Canadian investorsThe managers of Vanguard Global Dividend achieve a dividend yield that beats the benchmark, while maintaining long-term gainsCanada's 2020 outlookLearn what asset managers think will happen this yearIs Enbridge a good pick for dividend seekers?The wide-moat firm has one of the most attractive dividends in the Canadian energy sector

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 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

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

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

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

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

Preferred share manager Roger Rouleau has dry powder to deploy at 1832 Asset Management

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

The wide-moat firm has one of the most attractive dividends in the Canadian energy sector

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

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

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

Avoid these mistakes if you want to build a portfolio focused on high dividend yields

The best advice is often timeless

Go for gold when going for this efficient and easy-to-access asset class

December 23

10 most popular stocks, funds, and ETFs of 2019Here are the most-viewed securities on Morningstar.ca this yearCanada's top 20 dividend stocksIn the second quarter of 2019, they broke all-time S&P/TSX 60 recordsCanada's top 3 mutual funds of the decadeThese gold-rated actively managed approaches took top spots for long term performanceHow to find the best ETFs?Go for gold when going for this efficient and easy-to-access asset classThese 7 arguments against index investing aren't compellingA closer look at the merits of common arguments against index investingSanta's Financial PlanWe 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 beachThree undervalued Canadian stocksThese stocks are trading at considerable discounts to our fair value estimates3 bargains in Berkshire's portfolioThis trio of stocks in Berkshire Hathaway are undervalued according to our metricsA year-end to-do list for bucket investorsA step-by-step guide to 'bucket maintenance' as the year winds down

December 16

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

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

A recipe for returns and sustainable yield with Leith Wheeler’s Jim Gilliland

This trio of stocks in Berkshire Hathaway are undervalued according to our metrics

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

Long term investors can look to the sector for a dose of safety in uncertainty, and sometimes, “spectacular profitability”

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

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

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

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 02Canada's top 3 low-cost mutual funds

Gold-rated gains at a bargain

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?

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 18Canada’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

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

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

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

How much you withdraw depends on how much you spend, and retirement spending is not a single point decision, but multiple decisions over time

These names suffered double-digit losses in October. Should you hold on?

A stronger-than-expected iPhone launch, as well as success in wearables and services, see us raise our fair value estimate

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?

You’ve already got the most valuable asset around – put it to work

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

Happy Halloween: Bitcoin, the haunted house and other tales of terror

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

Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

These are the most overpriced stocks in our coverage universe today

How to strike the right balance between expenses now and income later

Morningstar Quantitative Rating methodology is changing to better capture the alpha you're paying for in your funds, among other enhancements

Add some oomph, brand power and big growth from new markets with these North American names

Asset allocation is more than a formula

Real people need practical applications that integrate economics with psychology - a Nobel-winning idea that saw Richard Thaler pioneer behavioural finance

October 28Canada's top 20 dividend stocksIn the second quarter of 2019, they broke all-time S&P/TSX 60 records5 scary Canadian stocksThese are the most overpriced stocks in our coverage universe todayWhy oil's undervaluedThe pipelines will be built, and they'll be tapped into new low-cost technology, says sector analyst Joe GeminoLithium stocks charged up from EV adoptionElectric vehicle adoption and an exponential growth in applications are fueling demand for this key battery componentThree undervalued Canadian stocksThese stocks are trading at considerable discounts to our fair value estimatesInvestment horror stories - and the lessons they teachHappy Halloween: Bitcoin, the haunted house and other tales of terrorThe best ETFs to hold in a retirement portfolioMorningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF optionWhat you need to know to investUnderstanding risk and how it relates to three different ways to grow your money is keyWhy Canada differs on rate direction - againAre we playing it safe with interest rates or will we need to play catch-up with other world economies?Money MythBuster: 100 minus age = equityAsset allocation is more than a formula

October 21Canada's top 20 dividend stocksIn the second quarter of 2019, they broke all-time S&P/TSX 60 records7 steps to estimating your in-retirement cash-flow needsRules of thumb may be too high for affluent retirees with high savings rates, but there are deal-breakers to watch out forThree undervalued Canadian stocksThese stocks are trading at considerable discounts to our fair value estimatesFour stocks to watch in the streaming warsThe landscape is going to become fiercely competitive, as new and established players jostle for subscribers, advertising dollars, and market dominanceThe new Liberal minority governmentAnd what it means for the economy, especially energy, banks, and the environmentMoney MythBuster: 100 minus age = equityAsset allocation is more than a formulaA simple plan for financial independenceExamining personal finance through the lens of economics yields a nifty road map for accumulating wealthElection 2019: Promises will increase pricesMaking borrowing easier without stimulating supply will push prices higher, and could make it harder to afford homesThe best ETFs to hold in a retirement portfolioMorningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF optionQuant Concepts: Top Canadian ESG dividend stocksInvestors need not choose between their ethical beliefs and their investment objectives, says CPMS's Emily Halverson-Duncan

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

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

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

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

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

Debt may be a necessary evil, but it can also be a strategic wealth-builder

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?

It will be different this time, and the usual tools won’t work as well

Debt may be a necessary evil, but it can also be a strategic wealth-builder

Add up the sum-of-the-parts and you'll find a trillion-dollar business case

Here’s how you can use the laws of psychological distance to your advantage

Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

Mixed market sentiment and inestimable issues have Scotiabank’s Judith Chan sticking with enduring fundamental quality

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?

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

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?

These funds have the highest Morningstar Sustainability Rating, as well as the highest Morningstar Quantitative Rating of ‘Gold’

Mixed market sentiment and inestimable issues have Scotiabank’s Judith Chan sticking with enduring fundamental quality

We examine whether the new industry is an alternative to opioids, or a sin stock

Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

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

Anticipate extra costs and portfolio shocks before pulling the ripcord on retirement

September 16

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

Canadian energy stocks soar, and the Canadian Crude Index is up 10%, but pipelines are a key obstacle

These are well-run diversified businesses that boast strong balance sheets, undeniable growth prospects and are trading at discounts to our fair value estimates

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

Morningstar’s sixth Global Investor Experience Study on fees and expenses sees Canada rise from dead last

Investors often review performance against a designated benchmark, but this can result in a biased comparison - so how should you determine investment success?

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?

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

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

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

Be sure you set a plan and don't let emotions steer you off course

Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

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

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

A key consideration: How many parts of your financial life can the advisor impact for the better?

August 26Canada’s top 20 dividend stocks

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

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

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

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

Most of these companies have grown revenue and profits in the face of unrelenting stock market volatility and economic uncertainty

Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option

August 19Canada's top 20 dividend stocksIn the second quarter of 2019, they broke all-time S&P/TSX 60 recordsThis dividend fund manager avoids dividend trapsAvoiding companies that cater to investors with a thirst for dividends, Dynamic's David Fingold looks for dividend growth, and often finds the first dividend paymentIs your ESG fund actually ESG?Why investors in this new field need to look under the hoodFour utility stocks to defend against yield inversionThe sector remains relatively immune from economic shocks, has recession-resistant products and pays healthy dividends – but the stocks are expensiveInvesting in your 50sAn investing roadmap is paramount in your peak earnings years – here are a few essential stops on the way to meeting your retirement goals11 big things: The strange world of WeWorkLast 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 publicInvestors 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 why10 cheap stocks with healthy dividendsThese stocks will likely continue to deliver consistent dividends over the next 10+ yearsA down-market survival guide for retireesThese six steps can help you take back control in uncertain timesWhat a weak loonie means for Canadian investorsCurrency movements are highly volatile and hard to predict – so individual investors should stay away from taking direct currency bets

August 12What 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

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

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

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

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

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 stocksManager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to ownIs there a good time to buy or sell actively managed funds?Why staying invested is the name of the gameNo "retail apocalypse" in Canada right nowHowever, Hudson's Bay presents a canary in the coalmine, says DBRS' Stephanie HughesThis manager thinks like an ownerEdgePoint's Frank Mullen diversifies his business ideas and seeks out local championsCan 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 suitabilityMoney MythBuster: You NEED to invest in goldFactors determining a successful investment in gold are extremely difficult – if not impossible for retail investors – to predictDamages 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 interestsThree high-yield stocks to bet onWith possible rate cuts, and lowering yields, investors may find more comfort in dividend-paying stocks as a better alternative to bondsThree food-delivery apps set to serve some growthGreater 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

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

These stocks all experienced significant fair-value increases in June--and one enjoyed a moat boost, too

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

With an average holding period of 13 years, Jeff Hyrich’s fund at Invesco proves that patience pays off

Morningstar analyst Kristoffer Inton believes that the shares remain undervalued

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

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

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

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

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

We see these three companies as undervalued and best positioned to capture opportunities in a growing market

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

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

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?

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 investingWe 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 coverageIntroducing equity analyst Kristoffer Inton, his new coverage of the exciting cannabis market and where he's seeing opportunities and risks Careful, not conservativeTD'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.

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

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 director of personal finance Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities

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

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

National Bank’s Marc Lecavalier has beautifully outperformed by investing in La Belle Province

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

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

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

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

National Bank’s Marc Lecavalier has beautifully outperformed by investing in La Belle Province

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

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 discountThese stocks are each trading at over a 30% discount to our fair value estimates

7 U.S. stocks to avoidWe suggest that investors avoid richly priced, high-uncertainty names, says Morningstar.com's director of content, Susan DziubinskiThis manager hunts the huntersMawer'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

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

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