2024

Week of March 11

3 Great Canadian ETFs for 2024 and Beyond
These medalist investment opportunities offer broad exposure and attractive risk-reward profiles without the high fees of similar mutual funds.

Best-Performing Canadian Dividend Stocks of January 2024
Tricon Residential and Leon's Furniture are among the month's high-yielding winners.

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

Why is BCE Stock so Cheap?
The higher dividends don’t make up for the job cuts at Bell Canada.

Enbridge: Stock of the Week
How to dole out 7% dividends and earn a 7% boost to fair value.

The Best Canadian ETFs for RRSPs in 2024
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

3 Warren Buffett Stocks to Own Forever
Berkshire Hathaway’s chairman expects to hold these stocks indefinitely.

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

The Best- and Worst-Performing Canadian ETFs of February 2024
Caldwell US Dividend Advantage ETF was the best-performing ETF in February 2024, while BMO Junior Gold Index ETF was the worst.

3 Cheap Stocks to Buy That the Best Value Managers Own
These undervalued stocks appear in the portfolios of highly rated large-cap value funds.

 

March 4

Enbridge: Stock of the Week
How to dole out 7% dividends and earn a 7% boost to fair value.

Best-Performing Canadian Dividend Stocks of January 2024
Tricon Residential and Leon's Furniture are among the month's high-yielding winners.

Bank of Canada March Interest Rate Decision – What's Likely on Wednesday
No change is expected to interest rates, but odds are we're in for a cut in the coming months.

3 Great Canadian ETFs for 2024 and Beyond
These medalist investment opportunities offer broad exposure and attractive risk-reward profiles without the high fees of similar mutual funds.

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

3 Dividend Stocks for March 2024
The dividend prospects for three firms with economic moats.

The Magnificent 7 Stocks Should Stay in Your Portfolio
Panelists told the Morningstar Executive Forum that the two phases of AI are first, enablers like the Magnificent 7, and second adopters, who will form the next round of returns generators. 

The Best- and Worst-Performing Canadian ETFs of February 2024
Caldwell US Dividend Advantage ETF was the best-performing ETF in February 2024, while BMO Junior Gold Index ETF was the worst.

Best-Performing Canadian Dividend Stocks of February 2024
Enerplus and CCL Industries Inc Registered Shs -B- Non Vtg are among February 2024's high-yielding winners.

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

 

February 26

Bank of Canada March Interest Rate Decision – What's Likely on Wednesday
No change is expected to interest rates, but odds are we're in for a cut in the coming months.

Dow to 1 Million? A Possibility in Many Investors’ Lifetime
But it could be a long road to get there.

Best-Performing Canadian Dividend Stocks of January 2024
Tricon Residential and Leon's Furniture are among the month's high-yielding winners.

3 Great Canadian ETFs for 2024 and Beyond
These medalist investment opportunities offer broad exposure and attractive risk-reward profiles without the high fees of similar mutual funds.

Why is BCE Stock so Cheap?
The higher dividends don’t make up for the job cuts at Bell Canada.

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

The Best Canadian ETFs for RRSPs in 2024
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

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

Best-Performing Canadian Dividend Stocks of February 2024
Enerplus and CCL Industries Inc Registered Shs -B- Non Vtg are among February 2024's high-yielding winners.

Why We Love This Vanguard Small-Cap ETF
A low fee and broad diversification make this small-value ETF especially appealing.

 

February 19

Your Guide to Retirement Income in Canada
These are the most popular methods to make the most of your nest egg – and an RRSP ‘trick’ if you still do some work at age 71.

Is the Canadian Stock Market Open Today?
Use this calendar to keep up with all the 2024 stock market holidays - both in Canada and the U.S.

Should You Pay Down Your Mortgage, or Fund Your RRSP?
It comes down to discipline and what you can afford. For those who can’t do both, the psychological advantage of being debt-free may trump funding their RRSPs.

Why is BCE Stock so Cheap?
The higher dividends don’t make up for the job cuts at Bell Canada.

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

SPY vs. VOO: Which of Warren Buffett’s Two ETFs is Better?
Both ETFs track the S&P 500 index. But only one earns Morningstar’s top rating. 

3 Great Canadian ETFs for 2024 and Beyond
These medalist investment opportunities offer broad exposure and attractive risk-reward profiles without the high fees of similar mutual funds.

When Does a TFSA Beat an RRSP?
Usually, when your income is lower, a TFSA is a better bet.

The Best Canadian ETFs for RRSPs in 2024
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

More Than 36% Undervalued, This Cheap Stock Is a Buy for Contrarians
The out-of-favor stock of this narrow-moat company is due for a rebound.

 

February 12

When Does a TFSA Beat an RRSP?
Usually, when your income is lower, a TFSA is a better bet.

The Best Canadian Mutual Funds for Your RRSP in 2024
Canadian investors should consider these top mutual funds for their retirement savings accounts. 

The Best Canadian ETFs for RRSPs in 2024
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

3 Great Canadian ETFs for 2024 and Beyond
These medalist investment opportunities offer broad exposure and attractive risk-reward profiles without the high fees of similar mutual funds.

This Mutual Fund Has Beaten Its Index 97% of the Time Since 2007. Should You Buy?
A top-rated manager and his well-executed, high-quality investment process earn this fund a Silver-rating from Morningstar in 2024.

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

SPY vs. VOO: Which of Warren Buffett’s Two ETFs is Better?
Both ETFs track the S&P 500 index. But only one earns Morningstar’s top rating. 

3 Great Canadian Stocks for Your RRSP in 2024
These companies can add some much-needed homegrown stability to your portfolio.

Index Funds Have Officially Won
The rise of indexing has done much to focus the minds of fund managers, advisers, and the end-client. AI is now doing exactly the same thing.

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

 

 

February 5

A Top-Rated Mutual Fund is Losing its Manager. Should You Worry?
This Gold-rated fund has outperformed its peers in 8 of the past 10-years.

TC Energy: Stock of the Week
Will rising carbon costs put an end to 7% dividends?

Best-Performing Canadian Dividend Stocks of January 2024
Tricon Residential and Leon's Furniture are among the month's high-yielding winners.

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

3 Great Canadian ETFs for 2024 and Beyond
These medalist investment opportunities offer broad exposure and attractive risk-reward profiles without the high fees of similar mutual funds.

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

Shareholders Want More From TD Bank Stock Than Dividends
Investors are asking that TD disclose its climate transition plan, and that it commit to lobbying the government for supportive climate policies.

Fairfax Financial Holdings Stock Falls Nearly 13% on Manipulation Allegations
Short seller Muddy Waters alleged manipulation in its asset values. We don’t disagree, but aren't changing our fair value estimate for FFH Stock.

10 Top Performing Canadian ETFs in 2023
9 of the top 10 are cryptocurrency, and the only one that isn’t is a leveraged ETF.

Shopping Around for the Best Exchange Rates
Converting Canadian Dollars to USD has its challenges: Here’s how to get the best bang for your buck!

 

 

January 29

3 Great Canadian ETFs for 2024 and Beyond
These medalist investment opportunities offer broad exposure and attractive risk-reward profiles without the high fees of similar mutual funds.

What Does Walmart's 3-for-1 Stock Split Mean?
Shareholders will receive a distribution of two additional shares of common stock for each share held for shareholders of record at the close of business on Thursday, Feb. 22, 2024.

Which Canadian Companies Could Cut Their Dividends?
Several firms have already announced dividend reductions, and three meet the criteria for possible cuts. 

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

Best-Performing Canadian Dividend Stocks of January 2024
Tricon Residential and Leon's Furniture are among the month's high-yielding winners.

10 Top Performing Canadian ETFs in 2023
9 of the top 10 are cryptocurrency, and the only one that isn’t is a leveraged ETF.

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

5 Cheap Canadian Stocks with High Dividend Yields
November 2023: There are banks, telecom companies, and an energy.

Signs of Hope for Canadian Stocks in 2024: Manager
RBC’s Jennifer McClelland anticipates a year of challenges and opportunities.

3 Restaurant Stocks for 2024
These fast food chains are serving up resilience amid shifting consumer tastes

 

 

January 22

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

10 of the Best Stocks to Buy Based on 2024 Expert Forecasts
Top investment firms expect international stocks to outperform. Here are Morningstar’s top international stock picks today.

10 Top Performing Canadian ETFs in 2023
9 of the top 10 are cryptocurrency, and the only one that isn’t is a leveraged ETF

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

Bank of Canada Interest Rate Decision – What's Likely on Wednesday
No change is expected to interest rates, but signs point to a cut in the cards soon.

5 Cheap Canadian Stocks with High Dividend Yields
November 2023: There are banks, telecom companies, and an energy

Vanguard Got Bitcoin Right
Sometimes it’s best to just say no.

Undervalued by 30% and Yielding 4%, This Cheap Stock Is a Buy
We’ve modestly increased our fair value estimate for this industry giant.

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

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

 

January 15

Bank of Canada Interest Rate Decision – What's Likely on Wednesday
No change is expected to interest rates, but signs point to a cut in the cards soon.

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

Which Canadian Companies Could Cut Their Dividends?
Several firms have already announced dividend reductions, and three meet the criteria for possible cuts. 

RBC: Stock of the Week
Canada's biggest bank has a plan to stay on top.

10 Top Performing Canadian ETFs in 2023
9 of the top 10 are cryptocurrency, and the only one that isn’t is a leveraged ETF

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

Your 2023-24 Canadian Tax Fact Sheet and Calendar
Keep track of these key dates and numbers to help shed your tax burden next year.

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. 

3 Great U.S. ETFs for 2024 and Beyond
These three highly rated American ETFs are in it for the long haul.

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

 

January 8

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

Bombardier: Stock of the Week
Canada’s about to have the fastest and furthest-flying private jet – should you invest in it?

Will Canada Get an Interest Rate Cut in 2024?
These factors could lead the Bank of Canada to lower rates, sooner. 

10 Top Performing Canadian ETFs in 2023
9 of the top 10 are cryptocurrency, and the only one that isn’t is a leveraged ETF

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. 

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

Your 2023-24 Canadian Tax Fact Sheet and Calendar
Keep track of these key dates and numbers to help shed your tax burden next year.

SEC Forced to Clarify Bitcoin ETF Rules After 'Unauthorised' X Post
The U.S. Securities and Exchange Commission's X account was 'compromised' when it falsely announced the approval of spot Bitcoin ETFs.

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

Canadian Small-Caps are Ripe for a Rally: Manager
This medalist fund manager is positioning her small-cap portfolio for a strong 2024 but is avoiding these areas in case the rally becomes a reversal.

 

January 1

One Canadian Bank Could Grow Dividends in 2024
We tell you which one, and we also explain the risks to watch for in Canadian banks this year.

Will Canada Get an Interest Rate Cut in 2024?
These factors could lead the Bank of Canada to lower rates, sooner. 

Your 2023-24 Canadian Tax Fact Sheet and Calendar
Keep track of these key dates and numbers to help shed your tax burden next year.

Which Canadian Energy Stocks Will Raise Dividends in 2024?
A top stock pick in the sector, plus what are some risks to watch in the space as we start this year.

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. 

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

10 Top Performing Canadian ETFs in 2023
9 of the top 10 are cryptocurrency, and the only one that isn’t is a leveraged ETF

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

Top Canadian Gold Stock Pick for 2024
It was a volatile 2023 for Canadian gold – expect more of the same in 2024.

3 Reasons Canadian Telecom Stocks Are Undervalued - And What to Buy Now
Plus which Canadian telecom companies will grow dividends, and which will not?

 

 

2023

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

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.

Don’t Keep Your Savings in Your TFSA
Why you’re missing out if you keep cash in that account.

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.

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. 

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

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

S&P 500 or total stock market index for U.S. exposure?
Understanding the differences and similarities between these two popular indexing strategies can affect your portfolio planning.

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

 

December 11

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. 

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 Investment
These 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 Mistakes
Peter 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 TFSA
Why you’re missing out if you keep cash in that account.

5 Investing Rules I Break in My Portfolio
Don’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 Week
Want to make a bet the news business will survive? Consider this first.

 

December 4

Don’t Keep Your Savings in Your TFSA
Why 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 Stocks
Canadians 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% Undervalued
This 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: Manager
Why 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 You
Watch 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 Stocks
These 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: Manager
PIMCO’s Alfred Murata argues that conditions have improved – and these higher-yielding assets look particularly attractive right now.

This Canadian Stock is Over 35% Undervalued
We 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 Portfolio
A guide to building an effective, low-maintenance portfolio.

Canadian Bank Fiscal Q4 Results
TD'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 Munger
Charlie 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 Tricks
As fraud schemes evolve, take a moment to protect your money and maintain your peace of mind.

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. 

This Canadian High Dividend Stock is Over 20% Undervalued
This 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 Term
The stocks of these high-quality growth companies look undervalued today.

Here’s Why Active ETFs Are So Hot Right Now
A 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 Q4
Undervalued 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 Survivors
This 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 Buy
These stocks may appeal to investors with long time horizons and an appetite for risk.

 

November 13 

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. 

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% Undervalued
A box-office success doesn't always mean blockbuster returns for investors - and this Canadian toy maker is still undervalued. 

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

Canada’s Softening Labour Market Still Suggests an End to BoC Rate Hikes
Hiring 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 Well
The 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 Now
These undervalued stocks of high-quality companies are attractive investments today.

Canadian Bank Pre-Earnings: What to Look for in the Bank Results
Our 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% Undervalued
We 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 Weakness
Put these wide-moat stocks trading near Morningstar’s fair value estimates on your watchlist.

3 Stocks for Stability in Uncertain Times
These 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% Undervalued
This stock has a forward dividend yield of 7.14%, and boasts a narrow economic moat.

Four Cheap Canadian Telecom Stocks
As 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 Halloween
These 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 Buy
The undervalued stocks of these wide-moat large companies look attractive today.

Three Low-Cost Canadian Balanced ETFs to Consider
These 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 Week
Get 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% Undervalued
This 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 Stocks
These undervalued stocks with reliable dividends are worth considering.

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

How to Master Your Next Mortgage Renewal
Get 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 Bills
These 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 ETFs
Offerings from iShares and Invesco lead the pack.

Fund Profile: BMO Allocation ETFs
Consider 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 Week
Just when you thought the dividends couldn’t go any higher.

Canada's Best Mutual Funds for International Exposure
Many 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 Stocks
These 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 Stocks
This dividend fund manager argues that with monetary tightening on hold valuations for Canadian dividend stocks are looking attractive.

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

Look for These 3 Things in Your REITs: Manager
Fidelity’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 Stocks
The 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 Beginners
The shares of these wide-moat companies are trading for less than they’re worth.

Fund Profile: Vanguard Allocation ETFs
These 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-Quartile
BMO 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 Stocks
This 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 Idea
We like the separation of the IoT and cybersecurity businesses and so should investors.

6 Conversations About Money to Have With Your Family Over the Holidays
Carve 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 Markets
There 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 Prospects
When 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 Stocks
Cheap high-quality stocks from the Morningstar Wide Moat Focus Index are attractive for long-term investors.

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.

Canada’s Cheapest Consumer Cyclical Stocks Right Now
The 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 ETFs
With their high yields, these options-trading funds are seeing a historic surge of interest.

Manulife: Stock of the Week
The dividends are great, but it’s probably not from the insurance business.

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

Top Canadian Stock Gainers and Losers of September 2023
Continuing 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 2023
These 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 Money
Investors are choosing safer funds and eschewing short-term ones.

The Best Types of Investments to Own During a Recession
These 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 Today
These undervalued stocks with reliable dividends are worth considering.

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.

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 ETFs
Offerings from iShares and Invesco lead the pack.

 

 

September 11

Undervalued by Nearly 40% and Yielding Almost 5%, This Stock Is a Buy
It’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 Struggle
Stock’s decline seems overly punitive given modest revisions on its outlook.

The Best Types of Bond Funds for the Core of a Portfolio
Which 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 Investors
Leith 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 Yields
Our analysts expect these companies to continue delivering for investors.

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

 

 

September 4

This Strategy Shows Why You Shouldn’t Dwell on the Market
Why 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 Income
Master 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 Banks
State 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 Yields
Our analysts expect these companies to continue delivering for investors.

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.

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 Dividend Aristocrat Stock Is on a 40% Discount
This 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 World
What impact will weaker manufacturing prices and muted property sales have on other economies?

Bank of Canada Pauses Hikes, Leaves Rates Unchanged
The 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 Buy
Undervalued 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 Week
Why 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 Tips
Should 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 Information
How to avoid becoming overwhelmed with incoming information.

11 Big IPOs to Watch
Stripe, 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 Week
After 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 Stocks
Shares 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 2023
Investors interested in growth stocks would be better off passing on these three ETFs.

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

7 Ways to Combat Impulsive Spending
The 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 ETFs
Solid 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 Collect
You 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 Portfolio
Sometimes what you leave out is just as important as what you put in.

7 Ways to Combat Impulsive Spending
The 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% Undervalued
Why we’re bullish on this overlooked stock with a 4% dividend yield.

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

5 Cheap Canadian Stocks with High Dividend Yields
Our 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 Winner
We’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 Week
Berkshire, 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 Stocks
Well-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 Warms
These 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 Canada
Air 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 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.

The Canadian Equity Market Isn’t as Canadian As it Once Was
According 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 Recession
Will 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 Portfolio
These 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 to
Vanguard 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 For
As 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 Brewing
Levels 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 Points
The 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 Finance
A 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 Better
Here'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 Investors
Investors 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% Undervalued
This wide-moat stock is a buy today.

Reddit Canada Weighs in on Lump Sum vs Monthly Lottery Payouts
Reddit’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 2023
West 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 Market
New 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 Funds
The 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 House
A 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 Returns
CI 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 Finance
Morningstar 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 Of
The 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 Nvidia
For 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 Week
We lowered our fair value estimate on BMO stock as high interest rates begin to hurt.

"Huge" Rebalancing at Momentum ETF Provides Market-Beating Clues
Changes 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 Dividends
Qualcomm, Williams-Sonoma, and Comcast make our list of cheap stocks with higher dividend payouts.

10 Money Saving Tips from Reddit Toronto
A 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 Hold
This 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. ETFs
If 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 Mortgage
The 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 Points
The 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 Dangerous
Passive 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 Week
From worst to best: How Canadian Pacific rail turned their train business around.

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.

 

 

 

 

 

May 29

The Great Canadian Buy and Hold Portfolio
Does 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 Q1
And 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 Week
Canada’s flag carrier is trading at a discount as bookings take off.

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

These Catalysts Could Propel Apple Stock in the Coming Months
While 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 Practices
32% 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 Stocks
Consider these diverse ETFs that favour technology companies.

 

 

May 22

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.

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.

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 Flags
There 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 Stocks
Consider 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 Companies
For 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 ETFs
They’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 Goes
Here’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 Beyond
This undervalued stock is a buy for its short-term resilience and long-term potential.

These Are Canada’s Only Gold-Rated Allocation ETFs
They’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 Term
The 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 Hold
These undervalued smaller growth stocks hold promise over the long term.

Demographic Dividends: How Canadians Can Invest in India’s Growth
The 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 Hold
These 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 2023
The dividend prospects of a utility, a bank, and a REIT.

Berkshire Hathaway: 5 Main Takeaways From the 2023 Annual Meeting
Here’s what you need to know.

10 Top Performing Canadian Mutual Funds in 2022
Here’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 Now
Canadian 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% Rally
The stock price of this high-quality company still looks cheap today.

For Dividend Investors, Time Pays
Dividends aren’t a magical source of returns, but they can offer an edge.

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

Costco: Stock of the Week
Is 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 Canada
Morningstar Canada's Ian Tam explains how to use the new rating to find outperforming funds.

Now is When You Get Back into Corporate Bonds: Manager
Invesco’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 View
We think it's a good deal for JPMorgan at least.

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

 

April 24

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

10 Top Performing Canadian Mutual Funds in 2022
Here’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 View
After 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 Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.

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

These ‘High Endurance’ Managers Build a Portfolio They Can Keep
How 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 Activist
Hermitage 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 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.

The Best Canadian ETFs for Your RRSP Right Now
Canadian 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't
Personal 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: Manager
Bluewater’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 Investors
Yes, valuation and values can overlap; we see solid long-term opportunities in these stocks.

Where Buy-And-Hold Works
Abdulai Mohamed makes the case for StonePine’s time-tested approach.

The 10 Best U.S. Dividend Stocks
These 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 Know
With 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 In
These Canadian companies offer discounted shares for investors looking to boost their domestic exposure.

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

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

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

Why You Shouldn’t Leave Your Cash in a Savings Account
Turns 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 ETFs
ETFs cease trading after financial statement deadline missed, auditor quit last November.

Battle of the Balanced Funds: Mawer vs. Manulife
How 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 Week
Why Teck shareholders should hope for another offer like Glencore’s.

4 U.S. Energy Stocks With Fast-Growing Dividends
A 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. Manulife
How a bond sleeve made a meaningful difference between these two global allocation funds.

The Best Canadian ETFs for Your RRSP Right Now
Canadian 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 Now
Turmoil in the financial sector has presented a buying opportunity for this well-known Canadian bank.

Budget 2023: Good for Homeowners, “Theatre” For New Buyers
The 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 Account
Turns 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 Week
These 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. RBC
How 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. RBC
How 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 Buffett
Berkshire 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: Manager
Mawer’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 Now
Turmoil 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 Flee
It's unlikely that First Republic Bank remains profitable, and stock holders could get wiped out.

Canada’s Cheapest (But Well-Rated) ETFs
Cheaper 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 Now
These 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 Week
Why 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 Fees
These mutual funds are consistent, efficient, and cheap. Like 0.35% MER cheap!

More Canadian CEOs Named Michael Than Women CEOs: Report
Equileap’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 It
Narratives are important in investing, but we may not be doing ourselves any favours in clinging to misleading impressions.

Bank of Canada Pauses, Leaves Rates Unchanged
After 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 House
A few key factors need to settle down before you decide to buy a new home.

The Best Canadian ETFs for Your RRSP Right Now
Canadian 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 Bad
Corporate 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 Income
Consider a screen for consistent distributions from ETFs and DIY Mutual Funds.

Why You Shouldn’t Leave Your Cash in a Savings Account
Turns 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 Environment
This strategy has demonstrated its ability to be nimble and capitalize on market trends. 

10 Most Popular Canadian Mutual Funds in 2022
Balanced, 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 Recession
These 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 2023
A look at three dividend payers with wide or narrow Morningstar Economic Moat Ratings.

Fund Spy: BMO Balanced ETF vs. BMO Retirement Balanced Fund
Which 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 Market
Harvest 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 Week
The 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 Attributes
Apart 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 Edition
Thanks 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 Risk
For 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 2023
Veeva, Clorox, and Kellogg are among the defensive stocks trading below our analysts’ fair value estimates.

10 Most Popular Canadian Mutual Funds in 2022
Balanced, 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 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.

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

BCE: Stock of the Week
Guess what Bell’s biggest business is.

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

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 Income
Consider a screen for consistent distributions from ETFs and DIY Mutual Funds.

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

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

10 Top Performing Canadian ETFs in 2022
The 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 2023
Bristol 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 2023
Investors 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 2023
If 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-Term
Mawer Investment Management’s Culture of Risk Management Pays Off with Gold-Rated Mawer Global Equity Fund

Amazon Asked by Investors to Explain Working Conditions
The 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 Now
The undervalued stocks of high-quality companies are compelling investments today. 

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

Restaurant Brands International: Stock of the Week
How 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 Account
Turns 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 Week
If you can’t beat inflation, consider joining it.

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

12 Lessons on Money (And Life) From Buffett and Munger
Two 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 Buy
These 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 2023
U.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 Pivot
Equity 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 Manager
Manulife’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 Market
Yum China, Kellogg, and AstraZeneca among those that remained cheap even after a bear market rally.

Canadian Housing Is Going Through a Welcome Adjustment
Declining 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 Winners
After 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 Canada
We 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 Portfolio
A diversified portfolio with various time frames can help you meet your income needs during retirement.

 

November 21

BMO Gets on the ARKK
What 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 Week
Why Elon Musk’s car company looks cheap amidst the Twitter drama.

The FTX Implosion Isn't The End of Crypto
Why 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 Earnings
GSK and Polaris among the undervalued stocks that posted solid third-quarter results.

How Twitter Stock Investors Got Lucky
3 Lessons for investors from Elon Musk’s bid and the Twitter soap opera.

Time to Lean Back into Tech: Manager
Heavily 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 Transition
Earlier 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 Rise
What 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 Rise
Christine Benz has some ideas on where your cash should go. And where not to go

10 Stocks for a Recession
These 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: Manager
PenderFund’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—Ever
No, crypto does not make the cut.

Rakuten: Stock of the Week
How 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: Manager
CI’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 Investment
The 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 Ratings
We’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 Valuations
Renewable energy continues to be a long-term boon for the sector.

ESG as Process Versus ESG as Product
Understanding 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 Charts
Bonds again offer no safe harbor as stocks make a round trip in the bear market.

How to Cope with Financial Loss
Tips 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 Discount
The 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 Stocks
Morningstar believes these companies are trading below their fair values.

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

Buying When Markets Fall – Another Lesson from Warren Buffett
This 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 2022
A look at the dividend prospects of three stocks that are popular with income investors.

Why We Expect Inflation to Fall in 2023
Despite 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 Rates
From 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 Week
Why crypto and graphics cards are breaking up – and they’re both better for it.

Defenders of ESG Go on the Offensive
Plus, 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 2022
These names are popular with income investors. 

Why the Quant Theory of Money May Be Wrong
In 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 Bang
Though anti-ESG shareholder proposals received much attention, they garnered little support if any.

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

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

Four Fidelity Funds Earn Medalist Morningstar Analyst Ratings
Fidelity 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 Bill
The 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 Hathaway
The 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: Nio
How 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 Out
Use 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: Manager
Mother 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: BlackBerry
Why 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: Manager
This 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 Rates
The interest rate opportunities may not be priced into these stocks.

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

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

 

 

July 11

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.

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

The Big 3 Telecom Companies
For 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: Manager
Why 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 Decline
Lessons 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 Avoid
Don’t buy these hard-hit stocks. They still look overpriced to us.

5 Reasons Why the Supply Chain is Improving
While 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 Now
The undervalued stocks of high-quality companies are compelling investments today.

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

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

8 Undervalued Electric Vehicle Stocks
Don’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 Fire
Wages 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 Discount
Even 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 Now
Of 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 2021
Yes, 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 Talk
Why 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 Stocks
Taiwan 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 Mistake
Changes 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 Buy
Why they're not only surviving, but stronger.

Intrinsic Value Holding Its Own
With 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 Decisions
Why 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 Now
These companies are plugged into the global energy pivot.

 

 

 

 

 

May 16

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

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

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

Apple Versus Microsoft: Only One is The Better Buy
They'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 Stocks
These 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 Markets
These 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: Manager
This 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 Opportunities
Undervalued 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: Netflix
Password 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 Bottle
It’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: Manager
This 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 Away
Simply staying invested in the index affords an investor a vastly larger amount of wealth.

 

 

 

April 11

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

Canada’s New Tax on Banks
Can 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 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.

Forced Labour in China: Where Pro-ESG and Anti-ESG Groups Meet
Both 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 Homebuyers
Navigate the new incentives and enhancements to old programs available to Canadians.

 

 

April 4

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

Budget 2022: Key Highlights
A 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 Trends
Meet 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 Proposals
These 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 Avoid
This 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 Supply
It’s not just in Canada, house prices across the world are shooting up.

How to Handle Your Taxes as a Couple
Whether 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 Rail
Why 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 Edition
These 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 Price
As 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: Wayfair
This 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 Exposure
Canadian 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: RBC
Can 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 Time
And make the most of tax breaks by double-checking these essentials.

 

 

March 07

Amazon 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 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 Own
These 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 Men
For 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 Exposure
As Ukraine is engulfed by a Russian attack, here are the Canadian funds with the most Russian exposure.

Sustainable ETFs for Income
Given 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 ETFs
A closer look at some of the most heralded and overlooked features of this investment wrapper.

How to Inflation-Proof Your Portfolio
Here 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 Saving
This is why you’re missing out if you’re only holding cash.

 

February 21

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

Canadian Mutual Funds with Russia Exposure
As 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 Rates
For 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: Telus
Why most opportunities here aren’t in wireless.

 

 

February 14

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

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

7 Undervalued Stocks with Dividends for Retirees
These 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 RRSP
Though 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 Estate
1832 Asset Management’s Tom Dicker is being selective in the real estate space 

Stock of the Week: Shopify
Still on top.

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

Russia, Ukraine and Oil Prices
Morningstar 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 Split
Companies 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 2022
Wrapping 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 Rise
Stocks 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 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.

4 TFSA Mistakes to Avoid
Financial 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 2022
These 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 Edition
These 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 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.

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 Into
These 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