Articles

BNN Market Call Tonight – Janaury 11, 2018 – Market Outlook


DAVID DRISCOLL’S MARKET OUTLOOK Are we in for a wild ride in 2018? With the S&P 500 Index currently trading at 23.14x earnings and its historical average at 16.2, one may surmise the market is 43 per cent overvalued. However, according to…

Globe and Mail: Investors, don’t give in to the fear of missing out


Brett Girard in the Globe and Mail on December 22, 2017 Investors, don’t give in to the fear of missing out (link) by Rob Carrick

Client Question: How do you invest to deal with the recent disruptive or destructive technology trends?


While Amazon may get the most press for disrupting industries and economies around the world, there are plenty of companies making their own waves on this front. The way to go about investing on the right side of these trends…

Client Question: What kind of returns may I expect from my investments?


The first thing investors need to understand is that risk and reward walk hand-in-hand. Therefore, the higher the risk, the higher the range the returns should be. Unfortunately, it works both ways – you may earn big returns or suffer…

Client Question: What do you think about the FAANG stocks?


This year, the FAANG stocks (Facebook, Amazon, Apple, Netflix and Google) have enjoyed an average 47% return, well above the market averages. The reason we don’t own them is three-fold: They make up a large portion of the Dow Jones…

Client Question: Why should I own foreign investments?


Canada may be a great place to live but according to 2017 data from the IMF the Canadian economy makes up only about 1.4% of global GDP. By investing only in Canada you are turning down an opportunity to invest…

Client Question: What’s the biggest risk in my DIY portfolio?


Here’s a commentary by Cormac Mullen of Bloomberg News on September 14, 2017 about “cluster” risk: “Cluster risk, occurring when performance patterns become correlated among a group of stocks with similar business profiles yet different sector classifications, is a hazard…

Client Question: Why does the market often take off at the end of the trading day?


Near the end of the trading day, about 2:30 p.m., markets can pick up in both volume and breadth. That’s because Exchange-Traded Funds (ETFs) have to execute their buys and sells based on cash received or demanded during the day.…

Client Question: How do you invest a new account?


We take our time with new clients’ money. Some firms may invest all the money immediately because they counsel against trying to time the market but depending on the market situation, we believe that some prudence is required. Usually ½ positions are purchased…

Client Question: What are the minimums/maximums I should keep in cash when investing?


It depends on your risk tolerance. For those who aren’t emotional about investing and have a greater-than-10-year horizon, an investor can stay fully invested to capture the dividend growth. Also, there are only a few dates during the calendar year…