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ARTICLE ARCHIVE
3/24/2017 11:54:54 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.

 

THE ETF INVESTOR
By Tyler Mordy | Monday, March 20, 2017



The U.S. dollar index is at a critical crossroads, recently surging to a 14-year high as investors bet that U.S. President Donald Trump’s eye-watering fiscal expansion will prove a replay of early 1980s Reaganomics. A cozy consensus is calling for an even higher U.S. dollar. Yet since the start of 2017, the dollar index has lost its upward momentum. Is an inflection point approaching?

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Fund Library News
By Fund Library News Wire | Friday, March 17, 2017

By Mike Keerma

* Stocks flatten out.
* Improving U.S. economic outlook.
*
Canadian job gains in February.
* (Canada) Goosing the stock.


* Stocks flatten out. The major North American indices ended pretty much flat on the week, as the U.S. Federal Reserve Board’s Open Market Committee on Wednesday raised its benchmark federal funds rate to 1.00% from 0.75%, reflecting robust job creation and employment rates as well as a 2% inflation rate that is near the Fed’s target. Toronto’s S&P/TSX Composite Index dipped -0.1% below breakeven on the week, weighed down by declines in financial and resource stocks. U.S. blue-chip S&P 500 Composite Index edged up 0.2% on the week, while the Nasdaq Composite Index gained 0.7%, putting the tech-weighted gauge ahead 9.6% year to to date. Gold gained 2% on the week, as bond yields inched down, and crude oil gained 0.6% but remained below US$50/barrel on the week.

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Fund Library News
By Fund Library News Wire | Thursday, March 16, 2017

By Mike Keerma

* Redwood lists two preferred share funds on NEO.
* Investors Group merges 20 funds.

* Top 10 fund categories for February.

* Redwood lists two preferred share funds on NEO. Redwood Asset Management Inc. announced on March 15 that its two new income-generating preferred share funds have begun trading on the NEO Stock Exchange.

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DUE DILIGENCE
By Dave Paterson | Wednesday, March 15, 2017



Over the past few years, there have been some minor changes to Mackenzie Ivy Global Balanced Fund that have certainly helped improve on its stellar equity sleeve. The first such change was bringing Steve Locke and his fixed-income team to take over management of the fixed-income portion of the fund. That’s clearly paid off, as the fund consistently attains a monthly FundGrade A Grade ranking. It was also awarded the FundGrade A+ Award for outstanding performance in 2016, having also garnered the Award in 2013 and 2014.

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Estate Planning
By Margaret O'Sullivan | Tuesday, March 14, 2017



One of the issues of increasing concern to parents is having that family wealth conversation. With increasing affluence, the present post-war Baby Boom generation is confronting – more so than their parents had to – the best way to approach talking with their children about financial matters, including their eventual inheritance.

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Fund Library News
By Fund Library News Wire | Friday, March 10, 2017

By Mike Keerma

* Stocks lose ground for the week.
* RBC shuts down two BonaVista funds.
* Invesco launches two PowerShares foreign dividend ETFs.


* Stocks lose ground. North America’s major stock indices lost ground on the week, despite a solid U.S. jobs report that saw 235,000 payrolls added in February, with the unemployment rate now sitting at 4.7%. Most observers believe that will spur the U.S. Federal Reserve Board to raise its benchmark federal funds rate at its regularly scheduled rate policy meeting next Tuesday and Wednesday, March 14-15. However, the relatively upbeat jobs data on Friday were not enough to overcome sliding investor sentiment through the week, as crude oil dropped -8.9% on the week and gold retreated -2.6%. The U.S. blue-chip S&P 500 Composite Index lost -0.4% on the week, while the Nasdaq Composite Index fell -0.2%. Toronto’s benchmark S&P/TSX Composite Index retreated 0.7% for the week, reacting to weakness in the energy sector.

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Financial Education
By Knowledge Bureau | Friday, March 10, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Employees who earn their living negotiating contracts for their employers or selling on commission may claim certain itemized sales expenses. In all cases, however, receipt-keeping is key; as is the availability of employer-signed Form T2200-Declaration of Conditions of Employment in case of audit.

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The Analyst’s Desk
By Reid Baker  | Thursday, March 09, 2017

A SPECIAL REPORT FROM



Assets continue to flow into Canadian exchange-traded funds (ETFs). The Canadian ETF Association (CETFA) and Strategic Insight are reporting Canadian ETF assets at $113.6 billion as of Dec. 31, 2016, after net creations of $16.4 billion in the year, representing year-over-year growth of 26.9%. BMO, Vanguard ,and BlackRock are the top three ETF providers in terms of net creations, having generated $8.0, $2.6 and $2.0 billion for the year. We know that in general, ETFs have been gaining popularity and will continue to do so, but with all this money flowing into ETFs, which market segments and strategies are garnering the most attention?

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DUE DILIGENCE
By Dave Paterson | Wednesday, March 08, 2017

 

In Canada, it has been shown that over time, roughly 65% to 70% of the total return of equities comes from reinvested dividends. That makes for a very compelling case to have dividend stocks a key part of your portfolio. With that in mind, I reviewed a number high-quality, dividend-focused exchange-traded funds (ETFs). The FundGrade A-Grade-rated PowerShares Canadian Dividend ETF (TSX: PDC) stood out as pretty attractive relative to its peers.

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Fund Library News
By Fund Library News Wire | Monday, March 06, 2017



By Mark Taucar, Accilent Capital Management

There are a few aspects of investment analysis that I’ve found to be particularly wanting – the subjectivity of traditional tire kicking analysis and the pitfalls of doggedly adhering to only one form of analysis (fundamental, technical, quantitative, etc). Can a so-called “passive” investment strategy using index-tracking products like exchange-traded funds truly overcome these weaknesses?

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Fund Library News
By Fund Library News Wire | Friday, March 03, 2017

By Mike Keerma

* Market wrap: Yellen speaks, markets advance.
* Fund news: National Bank terminates and/or merges 35 funds and series.

* Market wrap: Yellen speaks, markets advance. Stock markets advanced on the week in both Canada and the U.S., buoyed by the potential for another rate hike by the U.S. Federal Reserve Board this month following a speech by Fed Chairwoman Janet Yellen on Friday. The U.S. blue-chip benchmark S&P 500 Composite Index backed off its record high set during the week, but still gained 0.7% on the week overall. Similarly the Nasdaq Composite Index advanced 0.4% on the week, and is now ahead over 9% year to date. Toronto’s benchmark S&P/TSX Composite Index gained 0.5% on the week, following the U.S. markets’ lead with an additional boost from better-than-expected fourth-quarter GDP growth.

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THE FUND INSIDE
By Olev Edur | Thursday, March 02, 2017



All the big investment money these days seems focused on growth – the value side of the equation is, well, so boring in comparison to the latest tech skyrocket, or that big diamond or gold lode. But skyrockets are few and sporadic, and often subject to the whims of a volatile and unforgiving market. And that’s where the multi-year FundGrade A+ Award-winning Beutel Goodman American Equity Fund (BTG774) is a classic example of the merits in the value proposition.

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DUE DILIGENCE
By Dave Paterson | Wednesday, March 01, 2017

The Fidelity Canadian Disciplined Equity Fund takes something of an offbeat approach to investing in the Canadian market in that it is managed using a sector-neutral approach. That means it strives to have the same sector exposure as its benchmark, the S&P/TSX Composite Index. With the sector mix taken care of, it is then the manager’s ability to find good stocks that will be the key driver of return.

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Financial Education
By Knowledge Bureau | Tuesday, February 28, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

When can you claim the interest on investment loans? It’s a common question, but the answer depends on the investment for which you are borrowing money. In order to claim the interest when you borrow money to invest, your loan must meet three criteria.

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Fund Library News
By Fund Library News Wire | Friday, February 24, 2017

By Mike Keerma

* More records for U.S. indices, TSX backs off.
* EdgePoint closes Series O portfolios.
* BMO lists ETFs on NEO Exchange.
* LOGiQ shuts down Macquarie infrastructure fund.


* More records for U.S. indices, TSX backs off. The major U.S. market indices went on to close at fresh record highs again last week, while Canadian stocks retreated. The U.S. blue-chip S&P 500 Composite Index closed the week with a 0.7% advance, following the lead of the roaring Dow Jones Industrial Average, which gained 1% on the week, pushing it into new high territory with a record close of 20,821.76 on Friday. The Nasdaq Composite Index logged a hairline 0.1% advance on the week, closing Friday just marginally below a record advance. The U.S. indices were led higher by gains in utilities and telecom stocks, even as lagging energy and financial stocks put a damper on the ebullience. Toronto’s benchmark S&P/TSX Composite Index, however, lost 2% on the week, retreating in the face of sliding energy and financial stocks, which are overweighted in the index. Gold, meanwhile, gained 1.8% on the week, while crude oil advanced 1.3%.

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The Analyst’s Desk
By Brian Bridger | Thursday, February 23, 2017

A SPECIAL REPORT FROM



The new CSA methodology for calculating risk ratings for mutual funds and exchange-traded funds (ETFs) had the objective of standardizing risk rating across the industry. I showed in a previous article, by reproducing the calculation on funds with 10 years of history, that 28% of funds have a projected risk rating that is different than their current risk rating. While that result was somewhat expected, the bigger surprise was that there are more funds that could potentially lower their risk rating based on the new methodology than funds that will be forced to raise it.

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DUE DILIGENCE
By Dave Paterson | Wednesday, February 22, 2017

Leith Wheeler is one of those companies you don’t hear a lot about. Since 1982, this employee owned shop has quietly gone about its business of managing money for a wide range of Canadian retail, private client, and institutional investors. And one of its top performers is the Leith Wheeler Canadian Dividend Fund.

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THE ETF INVESTOR
By Tyler Mordy | Tuesday, February 21, 2017



Arriving at Benito Juárez international airport is often a painful experience due to long queues at immigration. This time, however, we whisked through the electronic passport scan and were immediately greeted in arrivals by a cheerful local group wearing hats bearing the ironic slogan “Make Mexico Great Again.”

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Fund Library News
By Fund Library News Wire | Monday, February 20, 2017

KNOWLEDGE BASE



This backgrounder has been prepared to provide accurate information about two new personalized annual reports that investors are beginning to receive this month under CRM2 – new reporting requirements set in place by the Canadian Securities Administrators that are summarized at the end of this article. The primary purpose of the backgrounder is to address frequent factual errors observed in media coverage about the content of the new reports.

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Fund Library News
By Fund Library News Wire | Friday, February 17, 2017

By Mike Keerma

Against a backdrop of climbing inflation and more hawkish signals from the Federal Reserve Board, U.S. stock markets closed at record highs on Friday, extending a streak of record high closes through February. The S&P 500 Composite Index advanced 1.5% on the week, and is now ahead 5.0% year to date, while the Nasdaq Composite Index advanced 1.8% on the week for an 8.5% gain year to date. In Canada, declining copper, gold, and crude oil prices weighed on Toronto’s benchmark S&P/TSX Composite Index on Friday, but the index still gained 0.7% on the week, and is now ahead 3.6% year to date.

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