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ARTICLE ARCHIVE
1/22/2018 10:45:42 AM
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Opinions expressed in articles published on this site are solely those of the contributing authors and do not necessarily represent the views or opinions of The Fund Library, its staff or affiliates.

 

DUE DILIGENCE
By Dave Paterson | Wednesday, January 17, 2018



TD U.S. Blue Chip Equity Fund is one of the “growthiest” U.S. equity funds around. It has also been one of the strongest performers in 2017, posting an impressive 25.5% return for the year. In comparison, the S&P 500 Total Return Index (C$) rose by 13.8%. That kind of performance garnered it the FundGrade A+® Award in 2012, 2013, and 2015.

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Fund Library News
By Fund Library News Wire | Monday, January 15, 2018

A SPECIAL REPORT FROM



By Sayem Hossain, Analyst, Analytics & Data, Fundata Canada Inc.

Cryptocurrencies have been much in the news recently. In fact, it’s been hard to avoid headlines recently about “Bitcoin” or “Ethereum.” And stories about how you’d now be a millionaire “if only you had purchased US$100 in Bitcoins six years ago” are fascinating to be sure, even if there’s more than just a whiff of 20/20 hindsight to them. But with cryptocurrencies still very much in the news, is there a way for the average investor to get into these things? An even more important question: Should you?

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Fund Library News
By Fund Library News Wire | Friday, January 12, 2018

By Mike Keerma

The major U.S. stock market gauges logged another week of gains, as investor sentiment was buoyed by gains in the financial sector and expectations of strong earnings growth for the fourth-quarter earnings season, and by growing optimism about the state of the U.S. economy following the passage of a major tax reform bill. Markets ignored an uptick in core U.S. inflation in December, and continued their record-setting ways, closing at fresh record highs on Friday. The tech-weighted Nasdaq Composite Index advanced 1.7% on the week, despite an announcement from Facebook Inc. (NASDAQ: FB) that it will favor personal over business and media newsfeeds, a move that could hit its bottom line. Fuelled by generally ebullient investor sentiment, the S&P 500 Composite Index gained 0.7% on the week. But Toronto’s S&P/TSX Composite Index lagged, closing down 0.3% on the week, despite weekly gains in both crude oil and gold.

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Fund Library News
By Fund Library News Wire | Thursday, January 11, 2018



By Aubrey Basdeo, Managing Director, Head of Canadian Fixed Income, BlackRock

What does a flattening yield curve mean these days? Perhaps not what it used to. No doubt, the slope of yield curve, as measured by the spread between two- and 10-year government bonds, has been flattening since 2014 in both Canada and the United States, and the trend has recently intensified: During the month of November, the spread between Canada 10-years and two-years fell by 10 basis points, while the Treasury curve tightened by nearly 20 bps. As we headed into December, the curve sat at its flattest level since the Great Recession.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 10, 2018



Those investors looking for a stable source of tax-efficient monthly income with the potential for some capital growth may want to consider the Leith Wheeler Income Advantage Fund. Over the past five-years, the no load units of this fund have generated an average annual compounded rate of return of nearly 6.3%, placing it in first-quartile performance, and handily outpacing both the index and its Canadian Fixed Income Balanced peer group. The fund achieved a FundGrade A Grade in November, and won a FundGrade A+® Award for 2013.

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THE ETF INVESTOR
By Tyler Mordy | Tuesday, January 09, 2018



One has to be a certain age to feel nostalgia for the grunge rock band Nirvana. However, their seminal 1991 song, “Smells Like Teen Spirit,” managed to garner widespread appeal and can still get a diverse crowd rocking. Lead singer Kurt Cobain’s repeated refrain “Here we are now, entertain us,” captured the new nonchalance of the so-called slacker generation – an early manifestation of the now ubiquitous “whatever.” A parallel to this has played out in financial markets. Since the depths of the financial crisis, corporate profits have boomed, and global risk asset markets have soared. It’s been quite the show. What’s next?

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Fund Library News
By Fund Library News Wire | Friday, January 05, 2018

By Mike Keerma

Stock markets kept popping the champagne corks during the first week of the new year as the big U.S. indices posted four straight days of gains, setting fresh closing record highs, and extending the bull market into 2018. Market sentiment was buoyed by the passage of a major U.S. tax reform bill with major corporate tax cuts, a healthy December labor report indicating 148,000 new jobs, solid corporate earnings, and rising commodity prices. The broad U.S. blue-chip S&P 500 Composite Index gained 2.6% on the week, while the tech-weighted Nasdaq Composite Index advanced 3.4%. Toronto’s benchmark S&P/TSX Composite Index rose 0.9% on the week, setting a record intra-day high on Thursday before tracking back late in the week. Crude oil rallied 1.9% on the week despite a late-week selloff that weighed on TSX daily performance on Friday, while gold rose 0.9%.



2017 Year-End Market Summary

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Financial Education
By Knowledge Bureau | Thursday, January 04, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Knowledge Bureau Staff

It’s official: Family income sprinkling rules took effect on Jan. 1, and unless a family member can show active participation under the still-complicated reasonableness tests, distributions of income from private family businesses will be taxed at top tax rates, with none of the progressivity in tax rates available to individuals. This will require an immediate rethinking of resources available to the economic unit known as the family business.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 03, 2018



Toronto-based money manager EdgePoint Wealth Management offers five funds. The EdgePoint Canadian Portfolio is their Canadian equity offering that boasts first-quartile performance that exceeds both its benchmark and peer group. The fund has a monthly FundGrade A rating, and garnered the annual FundGrade A+® Award for both 2015 and 2016.

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Fund Library News
By Fund Library News Wire | Friday, December 29, 2017



By Todd Schlanger, Senior Investment Strategist, Investment Strategy Group, Vanguard Group, Inc.

Key highlights of Vanguard’s Risk Speedometers

* Our risk speedometers show investors’ willingness to take on risk edged slightly higher over the past month as stock prices continue to rise.
* Investment risk continues to be well balanced overall, which is an encouraging sign amid Canadian and global equity market outperformance.
* The trend toward global diversification continued as flows went into global categories and out of Canadian categories.

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The Analyst’s Desk
By Brian Bridger | Thursday, December 28, 2017

A SPECIAL REPORT FROM



This year should serve as a good reminder for Canadian investors about the importance of geographic diversification. While most equity categories have had positive returns so far in 2017, funds focused on regions outside of our borders have by far been the best performing.

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DUE DILIGENCE
By Dave Paterson | Wednesday, December 27, 2017



Apart from a blip in 2015, CI Cambridge Canadian Growth Companies Fund has posted absolute and risk-adjusted performance numbers that have been well above average. For the five-years ending Nov. 30, it delivered an average annual compounded rate of return of 14.9%, while the S&P/TSX Completion Index rose by 6.7%. The fund’s performance garnered it the Fundata A+® Award for 2014 and 2015.

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Fund Library News
By Fund Library News Wire | Thursday, December 21, 2017



By Felix Narhi, CIO & Portfolio Manager, Penderfund Capital Management

At Pender, we are often asked about our cash levels, because it fluctuates over time depending on the individual Fund mandate and the opportunity set. One of the common misconceptions regarding some Pender mandates is that most outsiders think we have generated good risk-adjusted returns despite holding cash. However, we are of the view that good risk-adjusted returns have been achieved because of the opportunistic deployment of cash over the cycle. Without that cash, it would be impossible to deploy capital when individual stocks drop and “fat pitches” suddenly become available, or when the market enters one of its recurring corrections and great opportunities become more widespread.

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DUE DILIGENCE
By Dave Paterson | Wednesday, December 20, 2017

Brandes U.S. Small Cap Equity Fund is offered by Bridgehouse Asset Managers and is managed by the Brandes Investment Committee using a fundamentally-driven, bottom-up, value-focused approach based on the classic Graham and Dodd theory of value investing. It’s a U.S.-centric small/mid cap fund that looks to build a diversified portfolio of businesses that are trading well below their estimate of true value, with the potential for capital growth. At the end of November, it held 45 names, with the top 10 making up about 30% of the fund’s assets.

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Fund Library News
By Fund Library News Wire | Tuesday, December 19, 2017

  

By Jay Bhutani, Senior Vice-President, AGF Investments Inc.

In 1992, Major League Baseball’s Oakland A’s pioneered the combination of traditional scouting practices with statistical analysis of players. Like baseball, investing contains a wealth of data and metrics which can be analyzed to inform decisions.

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THE ETF INVESTOR
By Tyler Mordy | Monday, December 18, 2017



A collective gasp in the global oil market back in August was nearly audible when Royal Dutch Shell PLC’s CEO, Ben Van Beurden, commented, “Lower forever; yeah, that’s the mindset.” Huh…forever? Like “forever-ever”? (in the words of 1990s hip hop group OutKast).

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Fund Library Q&A
By Robyn K. Thompson | Friday, December 15, 2017



The holiday season is fast approaching. And with the lights and festivities, investors and taxpayers will also have visions of year-end tax planning dancing in their heads. Well, maybe not, but there are certainly plenty of year-end tax-planning ideas you might want to consider that could save you big tax bucks come next April. Here’s a summary:

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TAX PLANNING
By Samantha Prasad | Thursday, December 14, 2017



Parents with kids in post-secondary schools often get a case of sticker shock around this time of the year. Luckily, there is some tax relief at hand with various deductions and credits available for students. I looked at a few of these last time, including the tuition and education credits. Here are a few more tax-saving ideas for parents with a case of tuition shock.

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DUE DILIGENCE
By Dave Paterson | Wednesday, December 13, 2017



Despite a recent bout of underperformance, the Steadyhand Income Fund has been one of the best fixed-income-focused balanced funds over the long-term. For the five years ending Nov. 30, it posted an average annual compounded rate of return of 4.7%, outpacing most of its peers. Looking out further, over a 10-year period, it delivered an annualized average 6.1%, placing it in the first quartile of performance and making it one of the top funds in the category. The fund is a proven performer, having garnered the FundGrade A+® Award in 2013 and 2016.

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Financial Education
By Knowledge Bureau | Tuesday, December 12, 2017

A SPECIAL REPORT FROM KNOWLEDGE BUREAU



By Evelyn Jacks

The tax take is much more significant than first thought. The Parliamentary Budget Officer (PBO) released a report on November 23, 2017, that suggests the revenue increase from proposed new taxes on passive income earned in a small business corporation will be as high as $6 billion dollars annually by the time the full effects of the changes are implemented. This is much more than the initial $250 million figure first suggested by the Department of Finance, and still only a best guess.

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