Last updated: Nov-16-2018

    
 
SEARCH BY COMPANY
Pick a content section from the drop-down to see a list of articles:

ARTICLE ARCHIVE
11/18/2018 9:42:01 AM
HOME : FEATURES : ARTICLE ARCHIVE

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 Mark Taucar | Tuesday, November 13, 2018



In my estimation, what we’ve seen in the markets recently is a healthy selloff in a broader bull phase that will eventually stabilize. Much of the market’s actions have been driven by one of the strongest bull quarters (quarters that haven’t immediately followed a low from a major selloff) in this now 10-year long recovery from 2008-09 market crash. The motivation was really driven by many who may have wished to take profit or became skittish at the prospects of what the new earnings season may uncover. There are five key reasons I feel the selling will abate and that a floor will be set, at least for the short-term – until next earnings season in the first quarter of 2019.

more...
Fund Library News
By Fund Library News Wire | Monday, November 12, 2018

A SPECIAL REPORT FROM



By Nash Swamy, Junior Analyst, Analytics & Data, Fundata Canada Inc.

When analyzing the Canadian investment space, it is crucial to ask what are fund managers doing with the $1.85 trillion allocated to mutual funds, ETFs and other investment vehicles. Investment funds are often packaged and sold to investors on some criteria, such as targeting U.S. large caps, emerging markets, or specific sectors. But before a Canadian investment manager can invest millions in exchanges around the world, a simple exchange rate transaction must occur as a prerequisite to participate in global capital markets. By analyzing the deployable cash in investment funds, we can assess the street’s market sentiment and get a fix on the liquidity of investment funds on a cash and cash-equivalents basis.

more...
Fund Library News
By Fund Library News Wire | Friday, November 09, 2018

By Mike Keerma

* Market week: Stocks slip on growth concerns.
* CI launches advisor-sold Alternative funds.
* Horizons debuts “Industry 4.0” ETF.


* Market week: Stocks slip on growth concerns. The major stock indices slipped on the week against a background of growing concern over a global economic slowdown, especially in China, as the price of crude oil slid into bear market territory (down 20% from its recent peak). The U.S. Federal Reserve Board held its trend-setting federal funds rate unchanged on Thursday, at between 2% and 2.25%, with a hike still widely expected next month. The S&P 500 Composite Index lost 1.0% on the week, led by heavy selling in General Electric Co. following disappointing quarterly earnings results. The Nasdaq Composite Index retreated 1.6% on the week. And Toronto’s S&P/TSX Composite Index edged back 0.5%.

more...
Fund Library News
By Fund Library News Wire | Thursday, November 08, 2018



By Tim Huver, Head of Product, Vanguard Investments Canada

It can be tempting to try to beat the market. Some skilled investors, who can dedicate the time and effort and keep costs low, have had some success. But for most, it’s a difficult task.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, November 07, 2018



Managed by T. Rowe Price, the TD U.S. Mid-Cap Growth Fund has been one of the strongest performers in its category over the past few years. For the five years ending Sept. 30, the fund delivered an average annual compounded rate of return of 17.9%, outpacing both the peer group and the Russell 2000, which returned an average annual 11.1% over the same period. Shorter term numbers are also solid, with the fund producing a 1-year gain of 20.4%. The fund has garnered the FundGrade A+® Award for the past three years, and currently has a FundGrade A Grade for September.

more...
Fund Library News
By Fund Library News Wire | Friday, November 02, 2018

Trade tension between China and the U.S. dominated the month in stock index performance, as all the major North American indices dropped more than 6% on the month overall in October. However, a surge in U.S. job creation in October, lifted the indices for the week.

more...
Financial Education
By Knowledge Bureau | Thursday, November 01, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

It pays to file outstanding tax returns before year end, not only to recover refunds that the Canada Revenue Agency (CRA) may still owe you, but also to avoid paying penalties and interest that would be charged for gross negligence or in some cases, tax evasion. But also, when you don’t file on time, you miss out on important tax-planning opportunities that may end for you on Dec. 31. Here are eight important reasons to review your return before year-end.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, October 31, 2018



Managed by the Invesco team of Jeff Hyrich and Erin Greenfield, Invesco Global Endeavour Fund is a concentrated, all-cap offering that has been one of my favourites for some time. It was formerly called Trimark Global Endeavour Fund, but back in July Invesco rebranded its Trimark and PowerShares funds under the Invesco name. Management and fund objectives remaining the same for the most part. The managers of this fund aim for a concentrated portfolio of between 25 and 40 companies of any size that are typically leaders in their industry.

more...
The Analyst’s Desk
By Brian Bridger | Monday, October 29, 2018

A SPECIAL REPORT FROM



The deadline for Exchange Traded Funds (ETFs) to file an ETF Facts document is less than a month away. But essentially all ETFs have already produced one of these documents as part of their annual prospectus filing. In fact, over 800 of these fact sheets have already been filed with regulators. For investors, the more important date to remember is Dec. 10. After this, dealers must send an ETF Facts to anyone who purchases an ETF. The document contains specific details about the ETF along with a number of informative metrics, including average daily trading volume, number of days traded, and average bid/ask spread. For more information about what these metrics measure and what they might tell you about an ETF, see my April article. In this article I'll examine how Canadian ETFs stack up for each of these measures.

more...
Fund Library News
By Fund Library News Wire | Friday, October 26, 2018

By Mike Keerma

* Stocks sink to the red zone.
* BEST acquires Dynamic Venture Opportunities Fund.
* Canoe acquires nine Fiera mutual funds.

* Stocks sink to the red zone. It was red across the board for the big market gauges this past week, as stocks continued to slide. Traders ignored strong third-quarter U.S. GDP growth of 3.5% and fretted instead about rising interest rates, slowing economic growth in China, trade frictions, and the sustainability of the torrid pace of earnings growth over the past few quarters. Market sentiment was not helped by Amazon.com Inc.’s (NASDAQ: AMZN) lower sales forecast for the coming holidays, while Alphabet Inc. (NASDAQ: GOOGL) (parent of Google) exceeded earnings estimates but didn’t meet revenue targets. Those cracks in the wall helped push the Nasdaq Composite Index to a 3.8% loss for the week, but even more worryingly, to an 11% loss for October to date, which puts it in correction territory for the month. The S&P 500 Composite Index lost nearly 4% on the week. And Toronto’s S&P/TSX Composite Index dropped 3.8%, joining in the global selling party, as a 2.5% weekly loss in crude oil kept pressure on the energy sector.

more...
Fund Library News
By Fund Library News Wire | Wednesday, October 24, 2018



By Kristina Hooper, Global Market Strategist, Invesco Ltd.

There was no rest for the weary last week, as geopolitical developments came fast and furious, and capital markets reacted. Below, I cover five important issues that have continued to contribute to stock market volatility – some of which flew under the radar during the week’s flood of news – and highlight five issues to watch this week.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, October 24, 2018



The FundGrade A Grade-rated Manulife Dividend Income Plus Fund (formerly the Manulife Canadian Focused Fund) is managed by the same team, using a nearly identical process as one of my favorites, the Manulife Fundamental Dividend Fund (formerly the Manulife Dividend Income Fund). The managers use a unique multi-step approach that looks to fully understand the value of a business.

more...
THE ETF INVESTOR
By Tyler Mordy | Tuesday, October 23, 2018



Every now and then, the obviousness of a consensus view is so powerful that, few can imagine anything that might disturb it. That pretty much describes the current consensus view. While acknowledgement is given to the fact that U.S. equity valuations are at extremes, virtually all strategists believe a continuing bull market is still supported.

more...
Fund Library News
By Fund Library News Wire | Friday, October 19, 2018

By Mike Keerma

With the exception of the Nasdaq Composite Index, which lost 0.6% on the week, the main North American stock gauges gained fractionally with no troubling datapoints or geopolitical inflammations to overly upset traders. U.S. quarterly earnings continue to come in mostly better than expected, which is usually a signal of underlying economic strength. However, as stock markets are forward-looking, last quarter’s earnings are already old news, as investors fret about weak housing data, rising Treasury bond yields, more rate hikes from the Federal Reserve, and bubbling trade tensions, that could be the ingredients for an economic slowdown next year. The S&P 500 Composite Index remained flat on the week, while Toronto’ s S&P/TSX Composite Index gained a marginal 0.4%. Crude oil prices fell on the week as U.S. inventories increased. In the meantime, the 31st anniversary of the October 1987 market crash came and went without incident, except among the usual coterie of October doomsayers who assert markets are way overdue for another stomach-churning drop.

more...
TAX PLANNING
By Samantha Prasad | Thursday, October 18, 2018




Buying a new home is tough enough. Once you’ve signed on the dotted line, you actually have to undertake the move, and many homeowners, especially new ones, are shocked by the additional costs involved once they’ve actually completed the purchase. But what many homeowners don’t know is that if you’re moving closer to your place of employment or to attend post-secondary school, there’s a host of expenses you can deduct that can alleviate at least some of the financial pain of moving.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, October 17, 2018



Launched in September 2013, the NEI Global Total Return Bond Fund is sub-advised by Paris-based Amundi Asset Management. It focuses primarily on investment-grade bonds around the world, in both developed and emerging markets, with the goal of balancing returns with potential risk.

more...
Financial Education
By Knowledge Bureau | Tuesday, October 16, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Claiming medical expenses can be painful for most taxpayers – there are so many receipts and tiny numbers involved. But it can be worthwhile, especially if you schedule your dental and medical treatments in a tax-savvy manner before year-end.

more...
Fund Library News
By Fund Library News Wire | Monday, October 15, 2018



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

In a previous commentary, we noted how the fundamental nature of capitalism is changing and why it is important to see the world as it really is. We further explored the phenomenon of technological disruption in our recent article “The four most dangerous words in investing.” We noted how technology-driven competitive advantage is becoming increasingly important in almost every sector. Today, investing in “technology” is far different from my father’s siloed technology investing in the 1970s and ’80s. MSCI, the world’s leading index and analytics provider, which manages the Global Industry Classification Standard (GICS®) that categorizes all companies into specific sectors, is belatedly making some changes to recognize this reality.

more...
Fund Library News
By Fund Library News Wire | Friday, October 12, 2018

By Mike Keerma

Despite some upside strength on Friday, the major stock indices slumped badly on week as a whole, as swings between risk-off and risk-on sentiment had investors switching between stocks and bonds through the week. Concerns over whether another rate hike by the U.S. Federal Reserve Board would push the U.S. into a recession combined with uncertainties about a U.S./China trade war to unsettle markets, even as strong results from three big U.S. banks kicked off what is expected by many analysts to be a positive third-quarter earnings season. The S&P 500 Composite Index closed with a weekly loss for the third consecutive week, falling 4%, while the Nasdaq Composite Index lost 3.7% on week, despite posting its best single-day advance since late March. Toronto’s S&P/TSX Composite Index fell 3.3% on the week, as financials sold off in response to rising U.S. bond yields and energy stocks plunged as WTI crude oil dropped 3.8% on the week and the spread between Western Canada Select and WTI crude prices widened.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, October 10, 2018



Dynamic Power American Growth Class is managed using a process similar to its sister Dynamic Power Global Growth Class, with the key difference being its focus on U.S. equities. The fund holds a concentrated portfolio of 20 to 30 U.S., companies that veteran manager Noah Blackstein believes to have the best growth prospects, strongest earnings momentum, and a history of upside earnings surprises.

more...
 
:: STOCK SEARCH
Find a Stock

(Leave blank for all)
Symbol   Name
:: MEMBER SERVICES
Username:
Password:
Forgot your password?
Register now
Tech Support
:: USEFUL LINKS
For general inquiries, please email the Librarian.
 
Home |  Features |  Member Services |  Tools |  Funds |  About Us
For any questions or problems with this site, please contact the Librarian.
Page ID: 20:03:0000:00000000:9/12/2017:3:10:55 PM Duration of this visit: 0 sec.