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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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. Buying a Condo in Florida? Six important considerations when buying a snowbird property stateside.
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 Most Popular Stocks, Funds, and ETFs of 2021 Here are the most-viewed securities on Morningstar.ca this year. Time to Sell Tech? Not if you own wide economic moat, high quality names.
Are NFTs Hurting the Environment? Why paying for the digital art is polluting Your Growth Stock Panic, My Buying Opportunity Value’s got the valuation problem: Invesco European equity manager. Is Tesla's Disruption Worth the Price? Here's Morningstar analyst Seth Goldstein's take on the world's largest battery electric vehicle automaker.
10 Top Performing Canadian ETFs in 2021 These major gainers exemplify the changing tides in the market. 10 Most Popular Stocks, Funds, and ETFs of 2021 Here are the most-viewed securities on Morningstar.ca this year. 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. Canada’s Worst Performing Stock in 2021 This is one of those ‘glass half empty or half full’ situations. Canada’s Best Performing Stock in 2021 Here’s a hint: EVs 11 Top Stocks for 2022 and Beyond These wide-moat companies have positive moat trends and exemplary capital allocation ratings. Stock of the Week: CI Financial This company’s been aggressively acquiring wealth (management). Are NFTs Hurting the Environment? Why paying for the digital art is polluting
Is 3.3% the New 4.0%? Recent Morningstar research shows that the 4% standard for in-retirement withdrawals may be a bit too aggressive.
Are NFTs Hurting the Environment? Why paying for the digital art is polluting What Is Loss Aversion and How to Deal With It Investors feel losses more keenly than gains. Luckily, we have some tips to avoid bad decisions.
65-Plus Workers – Should You Defer CPP? Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option. Dividend Manager Focuses on Potential Upside RBC Canadian Dividend’s Stuart Kedwell is open-minded about what could go better for a company – and what might get worse 3 Wide-Moat Stocks on Sale After the Omicron Sell-Off These high-quality names were caught up the market downdraft.
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? 3 Stocks Set to Benefit from a Strong Labour Market These companies are in demand as workforces expand in both private and government sectors. Better Stocks Than Bonds in Retirement A history of asset allocation for retirees.
ETFs to Consider for Your RRSP Wondering where to invest? Start your research here!
3 Warren Buffett Stocks on Sale These undervalued stocks are among the holdings in Berkshire Hathaway today.
Are NFTs Hurting the Environment? Why paying for the digital art is polluting
Canadian Banks and Energy Cheaper Than Pre-Pandemic? Why TD’s Doug Warwick remains bullish on dividend growth stocks.
Funds and ETFs: Is Cheaper Always Better? Mostly, but not always. 3 Lessons I Learned From ARK Innovation ETF ARK Invest’s flagship offering might not be for me--and that’s okay.
What’s the Cost of Buying Good ESG Companies? We've found investors are paying too much for good ESG companies and too little for bad ESG companies. Here's how to overcome that.
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?
Stock of the Week: Okta An app that isn’t likely to be deleted any time soon. The Problems With the World’s Biggest Bitcoin Fund Grayscale Bitcoin Trust opened the floodgates but is structurally inadequate.
6 Canadian Stocks on Sale this Black Friday All of these stocks are four- or five-star buys.
Is 3.3% the New 4.0%? Recent Morningstar research shows that the 4% standard for in-retirement withdrawals may be a bit too aggressive.
Are NFTs Hurting the Environment? Why paying for the digital art is polluting Mutual Funds Continue to Thrive in Canada Though ETF launches outpace mutual funds in the U.S., the same is not true up North. 6 Newly Rated and Competitive Stocks to Consider These companies all earn Morningstar economic moat ratings of narrow. The Hidden Costs of Free Investment Services Looking gift horses in their mouths. Bonds Now Cost More Than Stocks What to do when inflation makes the safer bet seem too risky. How Could the 'Great Resignation' Affect Your Equity Portfolio? Here are some ways to identify companies facing challenges related to their human capital. Stocks to Play Rising Oil Prices These companies are on a double-digit discount as demand jumps. 6 Canadian Stocks on Sale this Black Friday All of these stocks are four- or five-star buys.
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?
What's a Safe Retirement Spending Rate for the Decades Ahead? Simple tweaks can have an appreciable impact on your withdrawal rate.
Are NFTs Hurting the Environment? Why paying for the digital art is polluting
Is Your Portfolio Too Canadian? Likely yes, our research finds, as home country bias is a real challenge in the North Stocks and Bonds Could Both Fall? How this manager is balancing both asset classes with what she sees ahead. ARK Innovation Has Likely Been a Disappointment for Most Investors Investors are fleeing for the exits amid the fund's underperformance this year.
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Stocks for the US$1 Trillion Infrastructure Bill These companies are in sectors set to benefit from some big spending ahead. 3 Key Factors for Investment Success Here are three things to consider that can increase your investment success. Canadian ID Theft Nearly Doubles in Pandemic ‘Password markets’ and new threats continue to evolve – what the experts say to protect yourself.
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Are NFTs Hurting the Environment? Why paying for the digital art is polluting Taxes for Canadian Investors 101 Make the most of those gains, losses and dividends in your 2021 tax year with this quick guide. Investing When Everything Is Expensive It's time to revisit the precept of core and explore. Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Stocks to Join the Trillion-dollar Club Invest in ideas that have gone elite by letting these companies in your portfolio. 40 Defensive Stocks on Sale These quality names are trading at 4- and 5-star levels. Fund Launches into Small Cap ‘Sweet Spot’ How this new dividend-focused mandate made a medalist first year with Canadian holdings. Why is CN Rail so Expensive? A long history of performance that may be worth waiting for. Stock of the Week: PayPal We’re not sure there were shared interests in a Pinterest deal anyway. Tesla Shares Fall for Second Day as Competition Emerges Increased competition from Nvidia could reduce Tesla's AV technological advantage and weigh on long-term growth.
4 Scary Canadian Stocks With only 1 or 2 stars, you might want to watch out for these companies. What’s Up with the Loonie? What has caused the Canadian dollar to oscillate? Is the cause U.S., domestic, or something else? Are NFTs Hurting the Environment? Why paying for the digital art is polluting Investment Horror Stories - And the Lessons They Teach March 2020. The Oil-pocalypse. The emerging market party that never came. Gather round and hark these tales of horror, and learn from these mistakes! What’s Going on at Rogers? The latest twist in the family (and company) saga Why Some People Invest and Others Don't What makes some people more inclined to invest than their peers? Stock of the Week: John Deere 10,000 workers on strike and we already think they’re overpriced
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Stocks That Haven’t Cut Dividends in 20 Years The reigning champions of cash flow stability in Canada. ‘I’ll Take Guaranteed Life Income Over an Annuity’ They’re the same thing, but the name of the product matters more, Morningstar study finds.
What’s Up with the Loonie? What has caused the Canadian dollar to oscillate? Is the cause U.S., domestic, or something else? Stocks That Haven’t Cut Dividends in 20 Years The reigning champions of cash flow stability in Canada.
Are NFTs Hurting the Environment? Why paying for the digital art is polluting Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Stock of the Week: NextEra Energy Solar making up 40% of electricity supply by 2035?
10 Cheapest Canadian Stocks These companies are the most undervalued right now but fair warning, they have earned their uncertainty ratings. How Much to Pay for a Great Company? So you found a great company. How much is it worth? Here’s some basic principles and tools that can help you find out. ESG Funds See Muted Q3 Growth Sustainable funds and ETFs topped $28.2 billion, representing a quarter-over-quarter growth rate of 7% and a year-over-year growth rate of 143%.
Retirement Planning When You Have Enough Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks. Great Rotation to Value Keeps Rolling Investors should be thinking about ‘company fragility’ as managers see sector rotation away from growth.
Are NFTs Hurting the Environment? Why paying for the digital art is polluting Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? 10 Cheapest Canadian Stocks These companies are the most undervalued right now but fair warning, they have earned their uncertainty ratings. 3 ‘Pick-Me-up’ Stocks for Your Portfolio These coffee stocks are fueled by global growth in caffeine consumption.
Retirement Planning When You Have Enough Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks. Stock of the Week: SNC-Lavalin A good argument for long-term investing
Companies to Watch in the Electric Vehicle Supply Chain Automakers aren’t the only ones poised to benefit from EV growth.
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Global Alpha’s in Small Caps Gold medallist fund manager sees a light at the end of the tunnel for these small businesses.
Which Canadian Bank Could Raise Dividends the Most? Morningstar analyst Eric Compton thinks dividends could rise this year - but which bank could raise the most?
Top Sustainable ETFs to Consider Here’s a list of Canadian ETFs for investors who want to invest in a sustainable way.
Retirement Planning When You Have Enough Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks. What's Evergrande? Should I Care? Fears are mounting the collapse of one of China's real estate juggernauts could infect global markets. As New Critiques of Sustainable Investing Emerge, Don’t Dump Your ESG Fund Sustainalytics analyst says critiques fail to understand what ESG has already accomplished.
Should You Buy an Income Property or Stocks? Here's a look at the pros and cons of buying an investment property. So Many Sustainable Funds, Which to Choose? Ask yourself why.
Do You Really Need to Save That Much for Retirement? We take a closer look at popular retirement savings estimates.
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Still Room for REITs to Run? Housing shortage and strong consumer appetite drive growth in these real estate sectors, says Renaissance fund manager.
Are NFTs Hurting the Environment? Why paying for the digital art is polluting
Retirement Planning When You Have Enough Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.
Do You Really Need to Save That Much for Retirement? We take a closer look at popular retirement savings estimates.
13 Undervalued Wide-Moat Companies With Exceptional Leadership These wide-moat firms all earn Exemplary capital allocation ratings and trade in the 4- and 5-star range. Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?
7 Stocks to Buy on a Dip These wide-moat, low-uncertainty names may be fairly valued today, but they should be on quality seekers’ watchlists.
Are NFTs Hurting the Environment? Why paying for the digital art is polluting 4 Stocks for Crypto Exposure These companies offer cryptocurrency exposure without ‘hodl’ing digital coins.
How taxes on dividends differ The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits. Manager Buys Global Winners RBC European Equity’s Dominic Wallington focuses on global ‘number ones’ with a long history of success. Stock of the Week: Monster Energy A Red Bull you can own.
Do You Really Need to Save That Much for Retirement? We take a closer look at popular retirement savings estimates. 13 Undervalued Wide-Moat Companies With Exceptional Leadership These wide-moat firms all earn Exemplary capital allocation ratings and trade in the 4- and 5-star range. 7 Stocks to Buy on a Dip These wide-moat, low-uncertainty names may be fairly valued today, but they should be on quality seekers’ watchlists.
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Why is TC Energy So Cheap? Still plenty of other pipeline opportunities.
Are NFTs Hurting the Environment? Why paying for the digital art is polluting
Which Canadian Bank Could Raise Dividends the Most? Morningstar analyst Eric Compton thinks dividends could rise this year - but which bank could raise the most? Berkshire Hathaway Valuation Gets a Boost Strong investment performance and operating results leave the conglomerate well positioned. Is China Coming Up Against a Great Wall? China’s potential economic stagnation could be to India’s advantage. Navigating a Fixed Income Reversal of Fortune How Derek Amery’s dealing with a challenging bond market at MI 1832 Asset Management.
Do You Really Need to Save That Much for Retirement? We take a closer look at popular retirement savings estimates. Stock of the Week: Canadian Tire The iconic store needs to digitize to survive. 3 Investments That Are Riskier Than You Think EM bonds, country ETFs and small caps can yield extra returns. But investors must know how to handle them. 4 Warren Buffett Stocks to Buy These undervalued stocks are among the holdings in Berkshire Hathaway today.
Are NFTs Hurting the Environment? Why paying for the digital art is polluting
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?
65-Plus Workers – Should You Defer CPP? Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option. How Much Do You Need to Retire? The success or failure of a retirement plan depends on a number of variables. What is a Meme Stock? Hard to define, but investors should know it when they see it.
Which Canadian Bank Could Raise Dividends the Most? Morningstar analyst Eric Compton thinks dividends could rise this year - but which bank could raise the most?
Which Canadian Bank Could Raise Dividends the Most? Morningstar analyst Eric Compton thinks dividends could rise this year - but which bank could raise the most? 11 Medalist Sustainable Funds These gold, silver, or bronze-rated mutual funds and ETFs have performed well relative to peers.
65-Plus Workers – Should You Defer CPP? Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option. Start Replacing Oil in Portfolios Horizons ETFs Nick Piquard thinks that in the long-term, the sector may not be able to realise as much value from these assets as once thought possible.
3 Canadian Stocks to Sell These names are looking a little expensive right now.
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Are NFTs Hurting the Environment? Why paying for the digital art is polluting Stock of the Week: Visa The company could improve already ample margins by collecting fees on future payments, credit, debit or mobile. Why is Lenovo So Cheap? The consumer tech rush isn’t over. Code Red: Investors Must Do Their Part There are pathways out of the “code red for humanity”, and all Canadian investors have to play their part to hold companies accountable.
The World's Most Undervalued Stocks The cheapest companies covered by Morningstar come from China, the U.S., France and Japan. 3 Canadian Stocks to Sell These names are looking a little expensive right now.
65-Plus Workers – Should You Defer CPP? Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option. Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Are NFTs Hurting the Environment? Why paying for the digital art is polluting Don’t Expect a Major Correction Fidelity’s Maxime Lemieux acknowledges the market has had a significant bounce but there is still room to run. Stock of the Week: Constellation Brands The kind of 'Corona' you'd want - especially in your portfolio!
Canadian Bank Dividends Ready to Rise With the lack of dividend growth last year, payouts for many names could be set for double-digit growth.
What is a Meme Stock? Hard to define, but investors should know it when they see it.
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
65-Plus Workers – Should You Defer CPP? Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option. 3 Cybersecurity Stocks to Consider These stocks could benefit as governments and corporations beef up cybersecurity
What is a Meme Stock? Hard to define, but investors should know it when they see it.
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Are NFTs Hurting the Environment? Why paying for the digital art is polluting Is a Side Hustle Worth it? What the experts say you should consider, and question, before picking up another gig.
Canadian Bank Dividends Ready to Rise With the lack of dividend growth last year, payouts for many names could be set for double-digit growth. How taxes on dividends differ The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits. Stock of the Week: CNOOC Chinese oil set to benefit from high gas prices for time to come.
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
How to Spend Savings in a Tax-Smart Way This retired couple found the right balance to get money out of their RRSPs with a reduced bill. What is a Meme Stock? Hard to define, but investors should know it when they see it. Still a Long Road to Legalizing Cannabis Federally in the U.S. But investors can still find value in their cannabis stocks.
Are NFTs Hurting the Environment? Why paying for the digital art is polluting Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? 4 Canadian Weed Stocks on Sale Four of the five cheapest names we cover are cannabis companies.
A Checklist for Retirement Cash Flows Maximizing nonportfolio sources of income can reduce demands on your portfolio. Five Star Stocks on Deep Discount Still deals to be had in the bull run. 7 Ways to Improve Your Credit Score These tips can help you establish good credit or improve poor credit.
3 Gold-Rated Canadian Balanced Funds Looking for the best of Canadian equity and income in one?
Stock of the Week: Air Canada It takes two vaccinated countries to travel.
A Checklist for Retirement Cash Flows Maximizing nonportfolio sources of income can reduce demands on your portfolio. Five Star Stocks on Deep Discount Still deals to be had in the bull run.
What is a Meme Stock? Hard to define, but investors should know it when they see it. Are NFTs Hurting the Environment? Why paying for the digital art is polluting 3 Canadian Stocks to Avoid These stocks are all extremely overvalued by our standards - and carry a good deal of uncertainty, too.
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Stay Away from Group RESPs Don’t jeopardize your child’s future if you don’t fully understand the risks with these products Why is Molson Coors So Cheap? Mainstream beer isn’t mainstream anymore.
3 Gold-Rated Canadian Balanced Funds Looking for the best of Canadian equity and income in one?
Stock of the Week: BlackBerry Got that hype stock fever? Consider this first. What is a Meme Stock? Hard to define, but investors should know it when they see it. The Case for Diversification in Canada Being appropriately diversified and allocated (per your risk tolerance and risk capacity) would have afforded better results over the most recent market panic. Are NFTs Hurting the Environment? Why paying for the digital art is polluting Why is Alibaba So Cheap? Think the investments won't pay off? 3 Gold-Rated Canadian Balanced Funds Looking for the best of Canadian equity and income in one? Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?
5 Gold-Rated Global Funds to Consider If you want your portfolio to leave Canada for a while, there's plenty of options! How taxes on dividends differ The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits 3 Stocks to Ride the Travel Rebound These companies are best positioned to benefit from increased demand for summer vacations, and a return of travelling activity to normal levels.
Why is Enbridge so Cheap? Investors underestimate how long legal battles last. Are NFTs Hurting the Environment? Why paying for the digital art is polluting
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?
5 Gold-Rated Global Funds to Consider If you want your portfolio to leave Canada for a while, there's plenty of options!
Why is Green Thumb so Cheap? Cannabis investors need to chill.
Stock of the Week: Salesforce.com
They’re building an empire
The Street Says These Stocks Are on Sale Institutional analysts working for large financial institutions believe that these Canadian stocks are undervalued. Green Bonds Go Mainstream Fixed income investors can now find sustainable yield in a newly-listed Canadian ETF.
The Benefits and Drawbacks of Active ETFs Active ETFs are not an oxymoron.
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Why is Enbridge so Cheap? Investors underestimate how long legal battles last. What Happens When You Mix RESPs with TFSAs? This family maximized the tax efficiency of their children's education savings by combining the power of both accounts.
Diversification IS a Free Lunch Canadian investors would be wise to not put all their eggs in a single basket. Are NFTs Hurting the Environment? Why paying for the digital art is polluting
Pipeline Problems for Enbridge? With legal battles around a potential Line 5 shutdown likely to heat up, we ask Morningstar's Stephen Ellis about the risks ahead for investors The Street Says These Stocks Are on Sale Institutional analysts working for large financial institutions believe that these Canadian stocks are undervalued.
5 Gold-Rated Global Funds to Consider If you want your portfolio to leave Canada for a while, there's plenty of options! Don’t Give Up on Bonds Bonds’ ability to zig when stocks are zagging is especially useful when markets are in “risk-off” mode. 4 Cheap Tech Stocks These stocks are trading at double-digit discounts to their fair value estimates.
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?
Pipeline Problems for Enbridge? With legal battles around a potential Line 5 shutdown likely to heat up, we ask Morningstar's Stephen Ellis about the risks ahead for investors 5 Gold-Rated Global Funds to Consider If you want your portfolio to leave Canada for a while, there's plenty of options! 2 Warren Buffett Stocks to Buy These undervalued stocks are among the holdings in Berkshire Hathaway today
Are NFTs Hurting the Environment? Why paying for the digital art is polluting Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Stocks to Play the Lumber Boom These companies are feasting on high demand for wood products. Stock of the Week: Apple We’re raising our fair value as sales hit new highs – but investors need to put it in perspective
Is Cryptocurrency for Real? Crypto is an increasingly dominant topic of conversation among investors, but is it a genuine asset class or the latest in a long list of financial manias? When Should You Pay for Advice? For investors with less time or knowledge to manage their investment portfolio, it might be wise to consult an independent advisor.
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Are NFTs Hurting the Environment? Why paying for the digital art is polluting 10 Superior U.S. Dividend Stocks These stocks are good choices whether you're looking for dividend growth, down-market defense, or inflation protection. Stock of the Week: Moderna Strengths that are also weaknesses Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Will Workers Return to the Office? REITs are suffering – but there may be new tenants and opportunities soon.
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds How taxes on dividends differ The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits
Second Time Lucky for WeWork? Office leasing company WeWork is trying to float again after 2019's debacle, but this time looks very different - could it benefit from the rise in demand for flexible office space?
5 Cheap Moat-y Dividend Stocks These income opportunities are trading at a discount to our fair value estimates and have a competitive advantage Possible Bubbles to Watch Out for in Canada Vanguard shares concerns on housing and crypto, and what to expect from the stock market in 2021.
Stock of the Week: Tesla
If Elon ends up delivering, we might need to raise our fair value to US$1,500 a share.
Possible Bubbles to Watch Out for in Canada
Vanguard shares concerns on housing and crypto, and what to expect from the stock market in 2021.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
6 Stocks That Let You Sleep at Night
These wide-moat, low-uncertainty names are reliable.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
10 Stocks Buffett Might Buy, if He Could
The investing legend might take an interest in these high-quality firms if Berkshire were nimble enough
These businesses are somewhat insulated from economic upheavals such as the one caused by the coronavirus pandemic.
Sell in May, Go Away
A strategy that leads to pay day? Not really.
Boom Time for Canadian Tech IPOs
After a lull in Canadian technology IPOs, the tide seems to be turning. There have already been 19 listings so far, with dozens more on the way
How taxes on dividends differ
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits
Can the e-commerce titan resist a hit in market share?
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Sell in May, Go Away
A strategy that leads to pay day? Not really.
How taxes on dividends differ
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits
These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds
3 Space Stocks to Benefit from Increased Spending
Growing global investment set to turn space programs into trillion-dollar markets
An investing road map for retirees
For people in drawdown mode, tips on asset allocation, pensions, annuities, withdrawal rates and more.
If you missed just two of the best market days in 2008 and 2020, your portfolio would be down 19%
These exchange traded funds have a potential to outperform
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
These four or five-star funds invest sustainably, and have the potential to outperform their peers
These exchange traded funds have a potential to outperform
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
The International Energy Agency forecasts renewables to account for 95% of the net increase in global power capacity through 2025
4/20: Calm Before the Cannabis Storm
Tailwinds of growth for the industry ahead with reopening of economy, U.S. legalization
How taxes on dividends differ
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits
Tackling Vaccine Hesitancy: Knowledge vs Fear
Don’t be fooled by the (dis)information overload – listen to the experts
These income opportunities are trading at a discount to our fair value estimates and have a competitive advantage
These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
These income opportunities are trading at a discount to our fair value estimates and have a competitive advantage
Stock of the Week: George Weston Ltd
Weston slices off the bread business as the prodigal son rises
The Best Inflation-Fighting Investments for Retirees
In-retirement portfolios should include a blend of inflation hedges and inflation beaters
How to Get the Best Out of Your Financial Advisor
Three essential boxes which you need to tick when taking financial advice – and no-nos you should never hear your advisor say
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds
When Should You Change Your Investment Strategy?
It is ill-advised to change your investment approach frequently, but there are some circumstances in which a change is warranted
Here are names that are under valued relative to sector peers
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
How taxes on dividends differ
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits
Here are names that are under valued relative to sector peers
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds
Stock of the Week: Green Thumb Industries
We increased our fair value for the U.S. cannabis giant – and a word on pay-to-play allegations
Banks Under Fire for Funding Oil
From 2016-2020, Canadian banks poured over $700 bn into fossil fuels, and shareholders are demanding change
Can You Owe $800k Tax on a Profit of $45k?
The rules for tax losses might lead to different outcomes in the U.S. and Canada
Vaccine Rollout Could Lift These Airline Stocks
Four air transport leaders look to make the most of border reopenings
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
How taxes on dividends differ
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits
Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten
Can You Owe $800k Tax on a Profit of $45k?
The rules for tax losses might lead to different outcomes in the U.S. and Canada
Stock of the Week: Norwegian Cruise Line
We’re raising our fair value estimate – a bit - as we expect passenger levels above 2019 by 2023
These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
The 5 Most Expensive Canadian Stocks
How much of a premium are you paying for your favourite names?
How Dangerous Are Bonds Right Now?
Long-term investors in funds may have to contend with taking losses for quite some time
ARK Innovation’s Thematic Approach Is Ill-Prepared for a Major Twist
Its flagship strategy, ARK Innovation (ARKK), earns a Morningstar Analyst Rating of Neutral
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
When deciding if a stock is overvalued, measure against both the stock’s own history, and peers in the same sector.
March 22 Rogers-Shaw: Good for Investors, Bad for Consumers Phone bills will rise as a result of the merger, and rural Canada might be hardest hit 10 Canadian Stocks to Own These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds Can You Owe $800k Tax on a Profit of $45k? The rules for tax losses might lead to different outcomes in the U.S. and Canada Stock of the Week: Curaleaf We raised our fair value for the cannabis giant taking on Canopy in Europe FIRE-d Up For Retirement Can these “FIRE” enthusiasts achieve their dream of early retirement?
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds The Big 3 Telecom Companies For investors greater profitability makes wireless players more attractive investment prospects
Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics 15 Canadian Dividend Growers When deciding if a stock is overvalued, measure against both the stock’s own history, and peers in the same sector.
March 15 15 Canadian Dividend Growers When deciding if a stock is overvalued, measure against both the stock’s own history, and peers in the same sector. Dividends After the Rogers-Shaw Merger What the massive deal does for income investors - and other companies in the industry - with sector analyst Matthew Dolgin
10 Undervalued Canadian Stocks These local favourites are on sale
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics How to Spot a Value or Dividend Trap A generous payout is enticing but it’s not always a positive sign, writes Nicki Bourlioufas Coronavirus Market Crash Was the Shortest The year may have been unprecedented, but the best course for navigating a market dip stayed the same. Stock of the Week: NVIDIA Can ‘supercomputers on wheels’ save sales in a crypto downturn? Rogers-Shaw Merger Price is Fair Shaw shareholders, BCE, Telus are the big winners Today's Best Canadian Bank Picks Learn the latest on quarterly earnings, who's leading the pack, and what to make of the housing market, with Morningstar's Eric Compton
March 8 10 Undervalued Canadian Stocks These local favourites are on sale
Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Cathie Wood Isn’t Worried About Inflation The CEO of ARK Invest believes that the bull market has broadened out into value Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten
No Room on the ARK? If you can get aboard, should you?
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds The Financial Costs of Being a Woman Women today must plan to live longer, while earning less, and shouldering the burden of child and elder care.
Funds to Consider for Your RRSP Wondering where to invest? Start your research here!
March 1 TFSAs (Still) Aren’t For Saving RRSP season may be over, but one of the best investment vehicles is always available Should You Pay Down Your Mortgage or Invest in the Stock Market? With interest rates at rock bottom, should you use extra cash to pay down your mortgage or invest in the stock market? 2 Canadian Stocks Buffett Sold These names – one in energy, the other in gold – featured on Berkshire’s ‘Sell’ list Retirement Blind Spots Retirement has changed significantly and the new reality causes people to entertain blind spots that could prove costly or disheartening, or both Couple Favours Dividends, Loses Out on Returns What can Kevin and Lori do to get their portfolio back on track and better position themselves for retirement?
How to Keep the Home in Retirement Downsizing isn't necessarily definite when you take these budgeting and income-boosting steps No Room on the ARK? If you can get aboard, should you?
Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Are Bitcoin ETFs a Setup for Disappointment? Morningstar's Director of Global ETF Strategy, Ben Johnson, outlines the risks of holding thematic ETFs - and bitcoin, with an idea on portfolio allocations
February 22 ETFs to Consider for Your RRSP Wondering where to invest? Start your research here! Funds to Consider for Your RRSP Wondering where to invest? Start your research here!
Stay Away from Group RESPs Don’t jeopardize your child’s future if you don’t fully understand the risks with these products Stock of the Week: Canadian National Railway Take some time to appreciate 20 years of outperformance How to Keep the Home in Retirement Downsizing isn't necessarily definite when you take these budgeting and income-boosting steps The Total Return Approach to Retirement Income in retirement can come from more than bonds and dividends, explains Morningstar's Christine Benz Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? 4 Healthy Stocks for Your Portfolio These companies are hitting the ground running in the post-pandemic healthcare sector
Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
February 15 Stay Away from Group RESPs Don’t jeopardize your child’s future if you don’t fully understand the risks with these products Undervalued Canadian Stocks In today's frothy marketplace, these homegrown stocks are still on sale A Top (Canadian) Stock in Telecom We think this company is well-positioned to increase market share
Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?
Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds Companies that Cut Dividends in 2020 The outlook for dividends is positive, but there’s still some risk that investors should watch for
Reporting Capital Gains, Dividend Income is Complex Tax returns reveal the importance of fiscal planning for investments
7 Surprising Stocks to Consider These large companies lack economic moats and have negative moat trends--but we think they’re attractive nonetheless
Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten
Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?
If There’s a Bubble, It’s in Bonds: Cathie Wood ARK Invest takes on hot stock valuations worries in their February webinar, with a word on value traps. Reporting Capital Gains, Dividend Income is Complex Tax returns reveal the importance of fiscal planning for investments
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds IPOs to Watch For in 2021 This year is setting up to be one of industry disruption – which side will you be on?
Can You Retire With a Million? A million bucks has lost its buying power but many people still dream of achieving such a large piggy pot 7 Surprising Stocks to Consider These large companies lack economic moats and have negative moat trends--but we think they’re attractive nonetheless
The Most Shorted Stocks in Canada The GameStop furor has brought short-selling to the fore again, and there are signs that some of Canada's most shorted stocks have seen strong buying interest as a result
February 1 The Most Shorted Stocks in Canada The GameStop furor has brought short-selling to the fore again, and there are signs that some of Canada's most shorted stocks have seen strong buying interest as a result Can You Retire With a Million? A million bucks has lost its buying power but many people still dream of achieving such a large piggy pot
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?
Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics 10 Gold-Medalist Equity Mutual Funds These funds provided peak performance at reasonable rates
10 Cheap Canadian Stocks Some of the biggest names up North are on sale Does Your Portfolio Need Bitcoin? Maybe - but keep it to a minimum
10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options
January 25 Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics Can a Risk Averse Saver Boost Her Retirement Income? Yes, by turning her ‘Human Capital’ into ‘Financial Capital’
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?
Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds Stock of the Week: Teladoc The company eliminating waiting rooms at the doctor’s office Better Than Bonds, Steadier Than Stocks RBC's Norman So has a ten-year track record of downside protection and strong returns 5 Cheap Canadian Oil and Gas Stocks Oil prices have paved a way around Keystone XL, amidst underestimated growth prospects for Canadian producers Where Was Jack Ma? We doubt it was anything to do with the authorities as Alibaba looks set to weather regulatory risk 10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options
January 18 Sturdy Canadian Dividend Stocks Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics No Keystone, No Problem We still see TC Energy as undervalued, although Cenovus’s growth prospects could be hurt Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?
Farewell, Mutual Funds Eventually, ETFs will be the industry standard
Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten How to Invest for Income Traditionally, income was achieved by holding bonds, but ultra-low interest rates mean that these days investors need to be a bit more creative Warren Buffett's 2020 Scorecard Billionaire investor Warren Buffett had a mixed year by his standards, with some winners such as Apple and Snowflake balanced by banks and energy 10 Cheap Canadian Stocks Some of the biggest names up North are on sale Are Thematic ETFs for You? Mark Noble from Horizons ETFs shares his thoughts on ETF trends for 2021, with a focus on thematic investing opportunities
January 11 10 Cheap Canadian Stocks Some of the biggest names up North are on sale
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it?
Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
10 Most Popular Stocks, Funds, and ETFs of 2020 Here are the most-viewed securities on Morningstar.ca this year A Value Stock Rebound Is Good News for Dividend Investors Equity income is well-positioned, both short- and long-term
10 Cheap Moaty Canadian Stocks These companies all have an edge and come at a discount - and two of them can fend off rivals for decades to come 3 Health Food Stocks to Consider The global plant-based meat market, valued at US$4.3 billion in 2020, is projected to nearly double by 2025
Top Performing Canadian Stocks of 2020 These 10 names in our coverage universe had impressive returns, and some are still undervalued! 10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options
January 04 Robinhood Was Indeed Too Good to Be True The SEC releases the results of its investigation
10 Most Popular Stocks, Funds, and ETFs of 2020 Here are the most-viewed securities on Morningstar.ca this year Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? 10 Cheap Moaty Canadian Stocks These companies all have an edge and come at a discount - and two of them can fend off rivals for decades to come
Top Performing Canadian Stocks of 2020 These 10 names in our coverage universe had impressive returns, and some are still undervalued! Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long 10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options
Dec 28 Top Performing Canadian ETFs in 2020 It was a year of low-cost rocket ships – here are the top ten Top Performing Canadian Mutual Funds in 2020 These ten funds had the best returns this year – how did they do it? Top Performing Canadian Stocks of 2020 These 10 names in our coverage universe had impressive returns, and some are still undervalued! 10 Most Popular Stocks, Funds, and ETFs of 2020 Here are the most-viewed securities on Morningstar.ca this year Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds Year-End Review: How Did Funds Do? The results are in on 2020 fund flow and asset class performance - learn about them with Morningstar's Ian Tam 3 Stocks for Christmas Shopping As shoppers return to the high street to snap up festive treats, these three wide-moat stocks stand to benefit
The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long Les fonds communs canadiens les plus performants en 2020 Ces dix fonds sont ceux qui ont eu le meilleur rendement cette année; comment ont-ils fait?
Stock of the Week: Palantir It’s not the Matrix
Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds The Most Over- and Undersold Benefits of ETFs ETFs have huge benefits for investors, they just might not be the ones you think Should You Borrow Money to Invest? Morningstar’s Christine Benz tells us some reasons not to The 10 Biggest IPOs of 2020 These stock launches took on the pandemic, raised billions and brought some of the most exciting new opportunities
Fidelity’s Mark Schmehl Hunts for Innovative Companies Regardless of Price Unusual situations call for special strategies - and they've been paying off in the pandemic Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long
The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify COVID-19 Will Stress Berkshire But the crisis will also accelerate the company's evolution from a reinvestment machine to one returning more capital to shareholders Income Fund Outmanoeuvred in Pandemic Decisive selling and opportunistic equity positions deliver another top-decile year for Mackenzie's global strategic income manager
December 7 ESG Considerations for Airbnb IPO Investors Experts highlight governance and social risks that overshadow the excitement Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds How to Pick an All-in-One Fund? Morningstar's Ian Tam explains that fees, your own risk appetite, and your financial goals are key in deciding which fund to buy Fidelity’s Mark Schmehl Hunts for Innovative Companies Regardless of Price Unusual situations call for special strategies - and they've been paying off in the pandemic Did Star Ratings Work in the Pandemic? Morningstar Canada's Director of Investment Research, Ian Tam, finds out how the Morningstar Star Rating for funds performed this year When to Use an ETF Investors have poured billions into low-cost ETFs in recent years, but does it always make sense to go passive? Consider this first Stock of the Week: McDonald’s Post-pandemic fast food will look a lot like this
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long
The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale
November 30 Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds The Creator of the 4 Percent Rule and His Own Retirement The 4 per cent withdrawal rate in retirement is an industry standard, where a retiree can expect not to run out of money. Its creator, Bill Bengen, explains its use to Michael Kitces. Four Coffee Stocks Poised for a Post-Pandemic Pick Up These java juggernauts are brewing up plans to capture the return of commuters and their morning coffees Stock of the Week: Husky Or should we say, Cenovus, looks well-positioned to benefit from a potential oil shortage Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long When Should You Use an Active Fund? Passive funds have grown in popularity as cheap, simple investment options. But does it ever pay to use an active manager? Yes. CPP’s Commitment to Canada 2050 Public pension plans play a key role in Canada’s path to net-zero emissions
The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale 3 Stocks Plugged into the Renewable Energy Revolution These companies are well-positioned for policy tailwinds and a shift to sustainable energy
November 23 Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds 3 Stocks Plugged into the Renewable Energy Revolution These companies are well-positioned for policy tailwinds and a shift to sustainable energy The Creator of the 4 Percent Rule and His Own Retirement The 4 per cent withdrawal rate in retirement is an industry standard, where a retiree can expect not to run out of money. Its creator, Bill Bengen, explains its use to Michael Kitces. What History Can Teach Us About the Post-COVID Economy How habits, fear, and sunk costs can reshape economic behaviour Income Manager Outperforms by Buying the Dip Manulife’s five-star yield fund finds opportunities in times of fear and with a wide net Is Your Portfolio Too Heavy on Technology Stocks? If yes, investors may want to consider adding a counterweight to their tech-heavy portfolios writes Amy Arnott Stock of the Week: Norbord Wood’s on fire right now The Canadian Balanced Fund Landscape Balanced funds with more bonds in them lost less, and hence have been the quickest to recover this year
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify
November 16 Canada’s Best All-in-One ETFs Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds Stock of the Week: Ford The legendary pony takes on Tesla and aims for pole position on profitability Financial Planning in a Post-COVID-19 World Canadians need advice, but those that need it most are least able to afford it, a Morningstar Executive Forum is told Should Retirees Invest in Stocks? An annuity used to be the simple solution for most retirees but the pension freedoms and ultra-low interest rates mean staying invested in the stock market could be the right choice for you Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify
10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale Top U.S. and Canadian Weed Picks Our favourite cannabis stocks to capture exponential growth opportunities ahead Biden's Pipeline Pledge Could Batter Oil Stocks A suffering energy sector could be in for additional struggles if the new U.S. president-elect follows through on killing Keystone XL What Did Berkshire Buy in Q3? There were a few surprises in the wide-moat firm's 13-F filing
November 9 Stock of the Week: Tesla Can the brand and batteries be beat? What to Expect From a Joe Biden Presidency? From healthcare to climate change, Morningstar analysts look at the implications of the Democratic Party victory in the 2020 Election What a Biden Win Means for Canada The relationship between the U.S. and Canada is likely to be more harmonious, but the pipeline could be a problem
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long
10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify 4 U.S. Industrials Stocks to Watch Biden’s infrastructure plan could make industrial stocks great again We Still Expect a Strong U.S. Economic Recovery Neither the U.S. election outcome nor the coronavirus third wave will derail it The best mutual funds for retirement These funds are gold-rated, and have either four or five s 10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options
November 2 Are Lagging Canadian Telcos a Buy Now? Bell, Rogers, and Telus have all fallen behind in the broad equity run-up - offering a variety of risks and opportunities for investors, explains sector analyst Matthew Dolgin What Would a Biden Win Mean for Canadian Cannabis? What would decriminalization in the U.S. do to established marijuana producers across the border? We ask Kristoffer Inton about opportunities available today Morningstar Money Challenge: Day 1 First: Track your expenses Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long 5 Scary Canadian Stocks Beware: These companies are overvalued, will all of them carrying a Morningstar Star Rating of only one or two stars
Not the Best Time to Buy a House? Falling rents while sales skyrocket - what to make of the Canadian real estate madness right now with Realosophy's John Pasalis 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale Is Renting Throwing Away Money? Factors like freedom and career flexibility can offer intangible financial benefits - in exchange for a home equity opportunity cost 4 U.S. Banks on Double-Digit Discounts These stocks are trading at a sizeable discount to their intrinsic values offering some margin of safety Don't Try to Time Elections Why you should resist the urge to make predictions when there's a disconnect between the economy and security prices
October 26 Not the Best Time to Buy a House? Falling rents while sales skyrocket - what to make of the Canadian real estate madness right now with Realosophy's John Pasalis Stock of the Week: TD Bank Look out, Questrade 5 Scary Canadian Stocks Beware: These companies are overvalued, will all of them carrying a Morningstar Star Rating of only one or two stars 4 Reasons to Back Bonds High prices and low, or even negative, yields make some bonds appear unattractive to investors, but here are four reasons not to ditch the debt Canada's Resilient Sustainable Fund Space Q3 continued a positive trend for ETF and fund flows for ESG investments What Would a Biden Win Mean for Canadian Cannabis? What would decriminalization in the U.S. do to established marijuana producers across the border? We ask Kristoffer Inton about opportunities available today 3 Stocks to Sanitize Your Portfolio These companies boast non-cyclical, stable businesses that tend to do relatively well during economic upheavals and market downdrafts
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long To REIT or Not To REIT? Signature’s Lee Goldman argues that the REIT space requires selectivity Quant Concepts: A Portfolio of Horrors A cautionary tale of picking Canadian companies poised to lose money, with CPMS's Emily Halverson-Duncan
October 19 Should you Break your Mortgage for a Lower Rate? It could be expensive, because the flip side to the lowest rates of all time is some of the largest penalties of all time 13 Investment Risks to Consider Think you considered all the risks before choosing your investments? Here are some you might have missed
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long 4 Reasons to Back Bonds High prices and low, or even negative, yields make some bonds appear unattractive to investors, but here are four reasons not to ditch the debt The Future of Responsible Investing in Canada Morningstar’s latest Executive Forum addresses questions around policy, regulation, greenwashing, and Canada’s oil and gas industry
10 Cheap Moat-y Canadian Stocks These companies all have economic moats and come at a discount - and two of them can fend off rivals for decades to come
10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale Stock of the Week: BlackBerry Is it back from the dead? Tesla Gets a Moat Upgrade We think the electric vehicle company has an improving sustainable competitive advantage
10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options
October 12 Positive News From COVID-19 Vaccines Don't Change FVEs Despite encouraging updates from AstraZeneca and BioNTech/Pfizer, we maintain our fair value estimates 10 Cheap Moat-y Canadian Stocks These companies all have economic moats and come at a discount - and two of them can fend off rivals for decades to come Five Factors for Low Volatility These attributes help keep companies steady when markets get rough, Morningstar Canada's Director of Investment Research, Ian Tam finds
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long
10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale
10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options
The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify Stock of the Week: Enbridge The pipeline is back in action after the court order was lifted: does it matter? What is a Bubble? What happens when the stock market turns into a casino – and what to do when it does
24 Stocks for 2030 Morningstar analysts are all about investing for the long-term. We think these companies will benefit from one of five key trends over the next decade and beyond
October 5 Stock of the Week: Enbridge The pipeline is back in action after the court order was lifted: does it matter? Have You Thought About Liquidity Risk Lately? Why it's so important - especially if you're looking thinking of selling soon When to Sell an Investment Getting back to cash is half the trade - here's what to remember
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long
10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale
Dividend Manager Stays True to Form 1832’s Don Simpson outperforms by hunting for hidden value amidst the uncertainty
10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options
24 Stocks for 2030 Morningstar analysts are all about investing for the long-term. We think these companies will benefit from one of five key trends over the next decade and beyond
The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify
The best mutual funds for retirement These funds are gold-rated, and have either four or five stars
September 28 Is Tesla's Share Price Bonkers? Shares in the electric car maker have soared more than 800% over the past year. Can it continue? Morningstar columnist John Rekenthaler takes a look Tech in Canadian Funds Are managers leading or following the technology boom? A Better Way to Look at Investing in Equities for Income The pros and cons of using dividend-paying stocks as bond replacements
10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale 24 Stocks for 2030 Morningstar analysts are all about investing for the long-term. We think these companies will benefit from one of five key trends over the next decade and beyond Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long Peering into Palantir's Data Market Disruption We value the company at US$28.2 billion, reinforced by a sticky customer base and positive moat trend The Debt Mess The choice we face is simple: we either we continue along the present path and allow a volatile situation to finally explode, or we go on a painful, self-inflicted deleveraging diet. Waiting for the Cannabis Hit: 7 Stocks for Your Watchlist How edibles could change the market Blank Cheque Companies: Be Careful Nikola's not the first 'SPAC' to emerge in an explosion of 'strategic' IPOs in 2020 - here's what investors need to know
September 21 10 ESG Funds for Passive Investors The choices are far fewer when it comes to sustainable ETFs – of the 116 sustainable funds in Canada, only 30 are passive 3 Easy Steps to Finding a Suitable ESG Fund Morningstar's ESG Screener makes it simple What Can We Learn from the Rio Tinto Disaster? The mining company intentionally destroyed a 46,000-year old sacred site for US$ 135 million worth of iron ore – and it could cost them billions 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale 4 ESG Stocks to Consider These companies have low ESG risk scores as rated by Sustainalytics
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long
Good Active ESG Funds to Consider If you want to invest in ESG-focused funds, here’s a list to help you start your research
The best mutual funds for retirement These funds are gold-rated, and have either four or five stars
How Much Should I be Saving? The exact number may differ, but the principles are the same China’s Changing Electric Vehicles A better infrastructure, way more production and sales make for undeniable leadership
September 14 Stock of the Week: CIBC Are the glory days over? Or is this just a new beginning? 100 Ways to Cut Your Day-to-Day Expenses If you're looking to save a few more dollars, these tips on cutting your grocery, utility, and personal-care bills, among others, are worth a look
Canada and China Grow Dividends in Q32020 Will the dream run continue? Here are our top picks Concentration Works Both Ways Ian Tam analyzes the U.S. and Canadian recoveries and discovers something interesting
10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale
Vanguard Cautions on Quest for Yield The asset manager launched a new fund-of-funds product that targets a 4% annual payout, aimed at retirees and soon-to-be retirees The best mutual funds for retirement These funds are gold-rated, and have either four or five stars
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long When Dollar-Cost Averaging Can Help (or Hurt) A systematic investing approach doesn't usually improve returns, but it can help in certain situations Downtown Won’t Become a Ghost Town COVID-19 turned most city centres into empty spaces – but they won’t stay that way!
September 7 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long 3 Stocks Growing With the Cloud Accelerated adoption of digital cloud-based operations with the pandemic has these companies seeing significant profit potential
The best mutual funds for retirement These funds are gold-rated, and have either four or five stars Where to Find Value in the TSX? The tide might be turning for cyclicals, but portfolio managers warn that you need to be very specific as you buy in Canada right now The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify Not a Normal Recession: Manager Mackenzie's growth manager is outperforming by getting extra picky Our Comment Letter to the OSC We comment on the OSC's Ontario Capital Markets Modernization Taskforce’s consultation report Canada and China Grow Dividends in Q32020 Will the dream run continue? Here are our top picks
August 31 My #1 Money Lessons Morningstar experts reflect on the money lessons they would have wanted their younger selves to know 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long Stock Analyst Sentiment in COVID-19 At the peak of the pandemic, analysts were extremely bearish on Canadian stocks - but have since changed direction dramatically
Canadian Bank Q3 Results Here's how the banks did this quarter New Fair Values for Apple, Tesla After Stock Splits After adjusting our fair value estimates, both stocks still look rich Canadian Telco Havoc Companies get a bad surprise with their overage charges; Telus may have taken a toll on Rogers What is a Stock Split? Companies like to play with the price of their stocks sometimes…here’s why and what you should know The best mutual funds for retirement These funds are gold-rated, and have either four or five stars How to Be a Better Investor: Episode 3 Products, services, what is what in the world of finance - and how to look out for yourself
August 24 Retirees: Should You Pay Off Your Mortgage? Retirees looking for a decent return in this low-rate climate would be wise to consider it 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale A Tale of Two Markets Market Concentration and the COVID-19 Recovery The End of Preferred Shares? LRCNs are set to be a game-changer, says Fiera Capital's Nicolas Normandeau - Could this mean the end of preferred shares? Canadian Bank Q3 Results Here's how the banks did this quarter
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long A Retirement Readiness Checklist Determining if you're on track to retire can be more manageable if you break it into smaller steps. Stock of the Week: Curaleaf U.S. cannabis surges: But guess who wants the taxes The best mutual funds for retirement These funds are gold-rated, and have either four or five stars
The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify!
August 17 The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify! 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale The Best Asset Allocation ETFs to Consider Each of these ETFs are rated 3 Stars or higher by Morningstar, or have been awarded a quantitative rating of Bronze, Silver or Gold Reasons NOT to Invest in Gold It's hit a record high and investors have poured billions into funds that track the metal. But should you invest? Probably not Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long Recent Rally is an Illusion: Manager Fidelity Canada’s value-oriented Steve MacMillan says when the gains of tech stocks fade neglected U.S. small-caps will shine What’s Buffett Selling? There were few surprises in wide-moat Berkshire Hathaway's second-quarter 13-F filing The best mutual funds for retirement These funds are gold-rated, and have either four or five stars Stock of the Week: Walmart’s Big Secret If the rumours of an attack on Amazon are true, this revengeful retailer would do the most damage 3 Reasons to Buy Big Data CIBC's tech fund head says the strength we've seen is here to stay
August 10 The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify! Should You Take The Higher Credit Card Limit? Accepting the nice gesture in the mail isn't always the right thing to do
10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale
Reasons NOT to Invest in Gold It's hit a record high and investors have poured billions into funds that track the metal. But should you invest? Probably not The Best Asset Allocation ETFs to Consider Each of these ETFs are rated 3 Stars or higher by Morningstar, or have been awarded a quantitative rating of Bronze, Silver or Gold Why Aren’t Stock Bubbles Considered Inflation? Central banks should start by stabilizing assets Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long
How to Be a Better Investor: Episode 2 Put your money to work if you're looking for financial freedom
The best mutual funds for retirement These funds are gold-rated, and have either four or five stars Baby Steps for Reducing Risk Investors can take smaller steps to reduce a portfolio’s risk profile without making a sweeping overhaul
August 3 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale The Best ETFs for DIY Investors If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify! 7 Things Your Estate Plan Might Have Missed If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long 3 Reasons to Buy Big Data CIBC's tech fund head says the strength we've seen is here to stay
The best mutual funds for retirement These funds are gold-rated, and have either four or five stars
Fund Finds Superior Income and Growth at Home Five-star CC&L gets the best of both worlds by casting a wide net – and focusing on the TSX European Telecom Stocks on Sale These blue-chip businesses are nimbly adapting by reducing costs, improving efficiencies and growing their geographic footprint to remain competitive and profitable How to Be a Better Investor: Episode 2 Put your money to work if you're looking for financial freedom
Corporate Bonds are on Shaky Ground Pre-COVID, corporate debt was at an all-time high, and at an all-time low-quality level. Now, a lot of that low-grade debt is being downgraded to junk status
July 27 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale ESG Grows During Recovery Sustainable investments have seen a pick up in investor attention Canada’s 2nd Most Expensive Stock Gold's giving Shopify a run for its money
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long Big Beer on Sale These 3 brewing barons are high-quality businesses with entrenched positions in a consolidated market - and now they're about to catch some tailwinds of growth Corporate Bonds are on Shaky Ground Pre-COVID, corporate debt was at an all-time high, and at an all-time low-quality level. Now, a lot of that low-grade debt is being downgraded to junk status. Fund Finds Superior Income and Growth at Home Five-star CC&L gets the best of both worlds by casting a wide net – and focusing on the TSX The best mutual funds for retirement These funds are gold-rated, and have either four or five stars How to Be a Better Investor: Episode 1 Learn how to picture your goals so you can better reach them What a Covid-19 Vaccine Means for Investors Three new vaccines for coronavirus look poised for emergency use authorization in the US this autumn. What does that mean for investors?
July 20 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long
Why Gold is Not a Great Investment If it isn't making you money, it's costing you money How I Played Options and ‘Lost’ Why investors need a controlled trial by fire, taking advice from social media and a small defence of options
Investing in Post-Pandemic Real Estate Why 1832 Asset Management’s Tom Dicker sees some promising pockets in certain commercial realty and single family homes Stagnant Canadian Strategic Beta Market Although assets are up to $15.4 billion in 2019, that's still only a 10% share - as it has been since 2014 What a Covid-19 Vaccine Means for Investors Three new vaccines for coronavirus look poised for emergency use authorization in the US this autumn. What does that mean for investors? Coronavirus Controversies Climb Issues concerning responsible investors continue to rise in the wake of the virus: Sustainalytics
The best mutual funds for retirement These funds are gold-rated, and have either four or five stars
How to Not Run Out of Money Running out of money is a major fear for retirees, but there are ways to make sure you protect yourself
July 13 How to Not Run Out of Money Running out of money is a major fear for retirees, but there are ways to make sure you protect yourself
Working From Home? Mind the Tax Rules You must be required by your employer to deduct expenses, and there are limitations
10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale
Should You Pay Down Your Mortgage? Being mortgage-free is a dream many people hold and rock-bottom interest rates might make it easier to achieve. But is it the best way to use your savings? Will Airbnb IPO or What? We don’t think COVID has made the intended public offering impossible The Pros and Cons of ETFs Some benefits of exchange-traded funds have been oversold, while others are under-appreciated, argues Morningstar's global director of ETF research Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long Why Gold is Not a Great Investment If it isn't making you money, it's costing you money
The best mutual funds for retirement These funds are gold-rated, and have either four or five stars
Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider
July 6 Working From Home? Mind the Tax Rules You must be required by your employer to deduct expenses, and there are limitations Should You Pay Down Your Mortgage? Being mortgage-free is a dream many people hold and rock-bottom interest rates might make it easier to achieve. But is it the best way to use your savings? 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long The Pros and Cons of ETFs Some benefits of exchange-traded funds have been oversold, while others are under-appreciated, argues Morningstar's global director of ETF research
The best mutual funds for retirement These funds are gold-rated, and have either four or five stars The Facts Around Dividends 4 facts to keep in mind when deciding whether to buy dividend stocks or funds Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider 3 Stocks Susceptible to H-1B Visa Clampdown Investors may want to keep these names, among the top 30 H-1B employers, on their radar, as this restriction could alter their business fundamentals in a meaningful way Confessions of a Former 'FIRE' Skeptic How I learned to stop worrying and believe that these people are actually onto something
June 29 What Do the Mutual Fund Classes Mean? Understand how the same fund can differ, with Morningstar's Director of Investment Research, Ian Tam 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale Annuities Aren't What They Used to Be Insuring good income in retirement is getting harder as we live longer - but COVID could change that From WeWork to We Don't Work A wave of demand disruptions is about to bring severe consequences to the company if it doesn’t let go of leases soon Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Ontario DSC Rules Promote Wealth Inequality Now it's only the small investors who fall prey Confessions of a Former 'FIRE' Skeptic How I learned to stop worrying and believe that these people are actually onto something 15 Stocks to Invest in Change These companies achieve high Minority Empowerment Scores because they demonstrate a strong commitment to diversity and inclusion When to Buy Stocks Directly An offer that most investors should refuse The best mutual funds for retirement These funds are gold-rated, and have either four or five stars
June 22 Why Early Retirement Is a Wrong Goal Just because you can doesn't mean you should Lululemon Continues to Defy Gravity Online sales helped saved the company this year. Will its retail magic make up for lost opportunity?
10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale
20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Easy Money: Download Robinhood, Buy Stonks, Bro Down A battle between smart professional stock sellers and those known as the corona generation has hit global equity markets in recent months. Ontario DSC Rules Promote Wealth Inequality Now it's only the small investors who fall prey The best mutual funds for retirement These funds are gold-rated, and have either four or five stars What Do the Mutual Fund Classes Mean? Understand how the same fund can differ, with Morningstar's Director of Investment Research, Ian Tam 5 Ways Rebalancing Can Benefit Your Retirement Plan The virtues of rebalancing are greater when you're retired than when you are accumulating.
June 15 Why Early Retirement Is a Wrong Goal Just because you can doesn't mean you should 10 Canadian Dividend Stocks That Are Still Cheap Banks, energy companies and consumer plays, among others stocks with yield on sale Is the Stock Market Rebound Overdone? There is no definitive answer, but here are three things to consider before you invest 20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Quant Concepts: Uncommon Canadian dividend stocks Stepping outside of the S&P/TSX Composite can yield you some benchmark-beating performance, and less volatility, Emily Halverson-Duncan finds Is Your ETF Actually Diversified? If you’re in a market-weighted S&P/TSX Composite index, or even an S&P 500 ETF, maybe not.
Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider It's the Fundamentals, Not the Forecasts Nevermind trying to guess the path, Manulife’s Prakash Chaudhari finds the right vehicle
The best mutual funds for retirement These funds are gold-rated, and have either four or five stars
June 8 Battle at Timmies Shareholders of the parent company of Tim Horton’s, Popeye’s and Burger King aren’t giving up on employees and the environment – even in the face of resistance from the board Playing Canadian Banks Right Now The latest results weren't pretty - on the surface. Morningstar's Eric Compton says there's more than meets the eye, and he's switching picks now 3 Pot Stocks with High Upside Potential Cannabis surviving the crisis might not come as a surprise when it's poised for exponential growth 20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction How Canadian Bear Markets Influence Fund Performance Are funds reacting similarly during the coronavirus pandemic? Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider
OK, People: It's Time to Think Big If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Is the Stock Market Rebound Overdone? There is no definitive answer, but here are three things to consider before you invest The best mutual funds for retirement These funds are gold-rated, and have either four or five stars
June 1 Tim Hortons 2.0 Timmies is about to get a little Burger King 20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider Human Rights on the Ballot at Google Alphabet’s AGM will see shareholders vote on 10 proposals, including pay equity, sustainability and human rights risks – but it's looking like an uphill battle with the board Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Why Fees Matter After 10 years, the impact of a 2% fee results in a difference of 18% less wealth when compared to no fees. After 20 years, that widens to 33% OK, People: It's Time to Think Big If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way The Dividend Balancing Act Ensure your dividend-paying companies are more than attractive on the surface with these tips from Morningstar Canada's Director of Investment Research, Ian Tam, CFA The best mutual funds for retirement These funds are gold-rated, and have either four or five stars Cannabis, Take Two Canadian companies are picking up ‘low-hanging fruit’, while U.S. giants focus on multiplication
May 25 20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction Is technology the new king? With the housing market temporarily frozen, and energy decimated, the technology sector has crept into the number one spot. Where does that leave Canada? Should Investors Fear Deflation or Inflation? Up until the pandemic, deflation was the threat. But with record stimulus comes the risk of inflation. What should investors prepare for? Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider Buy like Buffett These 3 U.S. stocks in Berkshire Hathaway's portfolio are all undervalued according to our metrics Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance The investments for the times Take a look back at past downturns to see how each asset type fared when the going got tough with Morningstar's Director of Investment Research, Ian Tam, CFA 2010 vs 2020: How investing has changed A look at the 10 biggest companies today and a decade ago reveals a lot about how investors are thinking The best mutual funds for retirement These funds are gold-rated, and have either four or five stars
10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options
May 18 Canadian energy hits an ESG roadblock A reckoning is coming for our oil, as Norges Bank divests from four Canadian oil majors - and more asset managers are expected to follow 20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider Residential real estate: a reckoning or just a softening? For the time being, the residential real estate market is holding up, but there are challenges ahead Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Well-managed companies at attractive prices The stocks of undervalued, high-quality companies run by adept managers are appealing no matter the market climate Morningstar Quantitative Ratings in the sell-off Holding true even in the worst of times, the gold-rated funds outperformed those that rated neutral or negative Canadian real estate remains resilient Realosophy's John Pasalis says sales are steady but there are warning signs with rentals
The best mutual funds for retirement These funds are gold-rated, and have either four or five stars 10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options
May 11 Coronavirus vaccine progress accelerates Diagnostic testing, treatment, and a coronavirus vaccine could allow near-normal distancing and nonessential business recovery by mid-2021 Canadian real estate remains resilient Realosophy's John Pasalis says sales are steady but there are warning signs with rentals 20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction Sell in May, Go Away A strategy that leads to pay day? Not really. Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider The hardest decision in investing When and how should you get back into equity markets after panic selling? Beyond Meat madness The no-moat, no-meat burger stock is still too expensive Gold shines for this fund RBC's approach to precious metals has paid off - miners, bullion and other related securities have made for a medalist performance Canada’s dividend aristocrats fall from grace For now… Could their moves to cut payouts be a sign of strength? Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance
May 4 Should you borrow to invest? Right now, valuations have corrected, some stocks are yielding upwards of 6%, and borrowing rates are low, so the math works out 20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider Berkshire meeting takeaway: extreme caution This wide-moat firm's annual meeting reminded us to take caution and preserve cash Canada’s dividend aristocrats fall from grace For now… Could their moves to cut payouts be a sign of strength? Time to invest in the U.S. dollar? The U.S. dollar is at its highest point in 18 years and near an all-time high. Time to buy it long or short it? The stock market is not the economy What’s more, the two are drifting even further apart COVID-19: Will Canadian house prices fall? Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains
Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance
10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options
April 27 10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options Time for accountability at Tim's Pandemic will make it harder for parent company to ignore worker rights proposal this time around 20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider Getting retirement ready in turbulent times It’s time for pre-retirees to start taking concrete steps COVID-19: Will Canadian house prices fall? Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains Time for a new modern portfolio model? The old stock/bond model may be getting less efficient and more volatile, and to help with that, new models are offering alternatives 5 stocks Buffett might buy, if he could The Oracle of Omaha might take an interest in these high-quality firms if Berkshire were nimble enough Why ESG matters in downturns Companies that 'do the right thing' are also likely to do well in the future Canadians experience ‘Below Average’ tax and regulatory environment Morningstar’s sixth Global Investor Experience Study sees Canada continue to score poorly relative to other markets
20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction 10 top sustainable mutual funds in Canada The choice between investing sustainably and performance is not mutually exclusive Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider COVID-19: Will Canadian house prices fall? Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains Why ESG matters in downturns Companies that 'do the right thing' are also likely to do well in the future Valuable ESG stocks These three sustainable Canadian companies are on sale 10 best sustainable ETFs in Canada For investors who prefer passive investments over active, here are a few options Why oil went negative For the first time in history, WTI crude slipped into negative territory, because of vanished demand and a storage crunch Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance 4 ESG stocks for sustainable investing Aligned with investor values and on sale, these big names may be the responsible bet you're looking for
April 13 20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider COVID-19: Will Canadian house prices fall? Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains Is it time to keep your distance from Zoom? The teleconferencing platform has had a surge in users, but the freemium model is not without risks—some more embarrassing than others This time’s recovery will take longer BMO’s James Thai argues that as the market slowly recovers it’s critical to separate winners from losers Is this time different? The regularity of market crashes is a reminder that patience is key to investing in equity markets The tech fund that barely fell How Fidelity Global Innovators stayed afloat, and the resilience of exciting names Deals on dividend stars Yields are looking very nice relative to today's prices - here are a few tips to help with your stock picks from Morningstar's Director of Investment Research, Ian Tam Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance How to decide where to hire active managers Active management is tougher in some categories than others
April 06 9 sources of emergency cash, ranked from best to worst Credit cards are the easiest, but worst option – here’s eight others to try before you swipe 20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider COVID-19: Will Canadian house prices fall? Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains Did the Morningstar Star ratings work in this downturn? In a word, yes. Equity funds (and managers) that have historically outperformed their peers have continued to do so in this current downturn Why are China’s markets doing so well? In developed economies: the question on the street is “when will the market blowout end?” In China: the question is “when will the bull market start?” Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance How to lose money Even though it feels like you are reducing risk by pulling out of the market, the long-term effects could hurt your overall returns What to do with Canadian banks? The yields look good, but the risks are real, and it could get worse before it gets better What are top performing dividend funds holding? Here's a look at the stocks the best performing dividend income funds within Morningstar’s database are holding
March 30 COVID-19: Will Canadian house prices fall? Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains 20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider Which companies won’t cut dividends? With the fear of a recession – and dividends cuts – looming, here’s what to look for in companies that can sustain dividends into the future The return of the value investor Brandes’ Luiz Sauerbronn is excited because now, good companies are available at attractive prices, and says “Everything is on sale!” Will Shopify lead the way? It’s done well throughout the volatility, but it needs to come down in price – a lot Stocks or ETFs? Want to get in on the action? Start here Now’s the time to buy The current market conditions are creating tremendous dislocations between share prices and intrinsic values, says Sionna’s Marian Hoffmann What are top performing dividend funds holding? Here's a look at the stocks the best performing dividend income funds within Morningstar’s database are holding What to do with Canadian banks? The yields look good, but the risks are real, and it could get worse before it gets better
March 23 Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider Why are China’s markets doing so well? In developed economies: the question on the street is “when will the market blowout end?” In China: the question is “when will the bull market start?” The opportunities in a recession The rough road to recession ultimately leads to shiny new opportunities for those who hold on to their nerve – and quality stocks 20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction When FOMO is warranted The long-term pain of missing a major day of investment returns won’t be felt until years later – the only way to ensure you catch it is to stay invested
What to do with Canadian banks? The yields look good, but the risks are real, and it could get worse before it gets better When will stocks recover? The four stages of (most) bear markets What next for REITs? At this point in the market downturn, no sector is immune, but some offer a better resistance potential, and REITs could be one 5 cheap wide-moat Canadian stocks These stocks have fallen below our fair value estimates – and have a sustainable competitive advantage relative to their peers COVID-19 and your taxes: Deadlines extended Outstanding federal 2019 tax now due Aug. 31, and other changes to know
March 16 20 cheap Canadian dividend stocks Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction 5 cheap wide-moat Canadian stocks These stocks have fallen below our fair value estimates – and have a sustainable competitive advantage relative to their peers COVID-19 and your money With all the headlines and confusion, we want to make sure you’re headed in the right direction - this list of news will be updated daily, to help you stay informed and prepared Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider What to do with Canadian banks? The yields look good, but the risks are real, and it could get worse before it gets better 3 things to do right now With COVID-19 comes an crucial need to ensure you're making the right moves: Ian Tam, Director of Investment Research at Morningstar Canada Is there a good time to buy or sell actively managed funds? Why staying invested is the name of the game Funds that outperformed in 2008 Seven equity funds that protected on the downside during the 2008-2009 financial crisis and recovered faster than the index Virus brings rare entry for tech stocks Wild weeks on Wall Street have opened some tempting opportunities How Canadian funds are holding up In the past month, the worst performing categories are all equity focused while most of the top performing categories are fixed income focused
10 cheap moat-y Canadian stocks These stocks have fallen below our fair value estimates – and have a sustainable competitive advantage relative to their peers 3 things to do right now With COVID-19 comes an crucial need to ensure you're making the right moves: Ian Tam, Director of Investment Research at Morningstar Canada Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider 4 ways to turn a down market to your advantage Christine Benz offers some practical things that investors can do in this market uncertainty Risk, not volatility, is the real enemy Grant us investors the wisdom to know the difference How to play these volatile times COVID-19, rate cuts, and talk of recessionary risks - what are investors to do? Scotia's Judith Chan weighs in Funds that outperformed in 2008 Seven equity funds that protected on the downside during the 2008-2009 financial crisis and recovered faster than the index How Canadian funds are holding up In the past month, the worst performing categories are all equity focused while most of the top performing categories are fixed income focused Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records
March 02 Buy the dip with these 10 cheap Canadian stocks It’s best not to sell when facing volatility and market corrections - However, if you have some cash to deploy, here are some 'cheap' stocks in our coverage universe to consider The best mutual funds for retirement These funds are gold-rated, and have either four or five stars Emotional investing: What it costs, and what to do about it It gets expensive when investors sell during downturns, research shows The best ETFs to hold for retirement If you know where you want your assets to go, see this list of the best-rated ETFs available in Canada Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance A down-market survival guide for retirees These six steps can help you take back control in uncertain times Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records 4 ways to turn a down market to your advantage Christine Benz offers some practical things that investors can do in this market uncertainty Should you be passive or active today? Apart from the differences in costs and convenience, the choice of approach applies differently depending on your target sector and the market cycle When does investing become speculation? When the expected return is not clearly positive
February 24 Surge in Canadian retirement savings But where is the money going? Most Canadians are struggling to define their financial goals, BMO study says, with insights on gender and advice on RRSPs The best mutual funds for retirement These funds are gold-rated, and have either four or five stars Coronavirus-hit casino stocks on sale China’s Macau shutdown is a great short term gateway to long term growth The best ETFs to hold for retirement If you know where you want your assets to go, see this list of the best-rated ETFs available in Canada Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance TFSAs aren’t for saving RRSPs get all the investor attention this time of the year, and they shouldn’t Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Getting started with sustainable investing Here's what you need to know about sustainable funds and different ESG factors ESG is a must for retirement Investors at every life-stage, early, mid-career, or retirees, need to invest sustainably What’s going on with gold? Why today’s demand could become tomorrow’s supply
February 17 TFSAs aren’t for saving RRSPs get all the investor attention this time of the year, and they shouldn’t The best ETFs to hold for retirement If you know where you want your assets to go, see this list of the best-rated ETFs available in Canada Picking funds for retirement Learn how to analyze the fit of funds for your portfolio with the Sharpe ratio, standard deviation, and create your own risk profile – and why these parameters matter The best mutual funds for retirement These funds are gold-rated, and have either four or five stars Retirement is more than money It looks different these days. And investors need to ask themselves some important questions: Morningstar Executive Forum 3 Canadian picks for a decade or two Rob Miehm shares a few ideas for those with a 10 to 20-year time retirement horizon Should you borrow to invest in an RRSP? Advisors weigh in on when the strategy can, and cannot, pay off
Canadian dividends in 2020 Why we're entering the "decade of dividend growth investing" and where dividend growth in Canada will come from, with Guardian Capital's Srikanth Iyer Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records
BMO's new suite of ESG ETFs What they include, exclude, how they picked fixed income and why there are some Canadian names that didn't make the cut Canadian dividends in 2020 Why we're entering the "decade of dividend growth investing" and where dividend growth in Canada will come from, with Guardian Capital's Srikanth Iyer Canada's best actively-managed ETFs Easy-to-access professional management proved a medalist performance is possible What Theranos can teach us about human behaviour Lessons from the “New Steve Jobs’” fall from grace Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Investor tax tips for 2020 Review your strategy now to take advantage of a tax-efficiencies this year Canadian banks to take on volatility Why they're an attractive place to anchor your portfolio in these choppy markets Adding growth to dividends If you want stable income along with growth, here are alternatives to the Big Banks Why not 100% equities? Revisiting a 25-year old suggestion
February 03 Canada's best actively-managed ETFs Easy-to-access professional management proved a medalist performance is possible The Aurora aftermath We see extreme uncertainty and we're reducing our fair value estimates for the company but we remain optimistic about the massive market potential ahead How to play U.S. cannabis The lack of federal legalization isn’t stopping these giants from unlocking massive growth in the states Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Canadian cannabis update Should investors be worried about a further fall in stock prices? Or is it an even better buying opportunity? Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Utilities to protect from virus volatility These three companies are a source of stability in uncertain times Adding growth to dividends If you want stable income along with growth, here are alternatives to the Big Banks Health-care stocks: No fear of contagion The coronavirus outbreak isn’t likely to have a long-term financial impact, and we aren’t changing our fair value estimates for these stocks The impact of coronavirus for investors And what we're doing with our portfolios: Morningstar Investment Management
January 27 5 tips for trading ETFs It is always a good time to brush up on what constitutes good hygiene when transacting ETFs Canadian cannabis update Should investors be worried about a further fall in stock prices? Or is it an even better buying opportunity? Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Vanguard’s new single-ticket global bond ETF The latest offering gives Canadian investors access to over 15,000 fixed income securities at a management fee of 0.30% Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Canada’s top 3 ETFs of the decade These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge New frontiers in factor investing Momentum, volatility, quality and more – Morningstar’s new Factor Profile shows you the exposure of your funds to key drivers of risk and return Understanding Morningstar's new Factor Profile Learn how to use the new tool to identify seven return-driving dimensions in funds Dividends in Canadian energy Opportunities, risks and top picks that aren't only Enbridge 10 most popular stocks, funds, and ETFs of 2019 Here are the most-viewed securities on Morningstar.ca this year
January 20 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance 5 vital signs to check your financial independence Clear metrics toward financial independence can help you make better financial decisions
Canada’s top 3 ETFs of the decade These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge Dividends in Canadian energy Opportunities, risks and top picks that aren't only Enbridge 5 tips for trading ETFs It is always a good time to brush up on what constitutes good hygiene when transacting ETFs 10 most popular stocks, funds, and ETFs of 2019 Here are the most-viewed securities on Morningstar.ca this year Global dividends for Canadian investors The managers of Vanguard Global Dividend achieve a dividend yield that beats the benchmark, while maintaining long-term gains Canada's 2020 outlook Learn what asset managers think will happen this year Is Enbridge a good pick for dividend seekers? The wide-moat firm has one of the most attractive dividends in the Canadian energy sector
January 13 RBC's 2020 outlook For the 2020s, RBC highlights four key themes for Canada – Climate change, an aging population, technological advances and slowing growth Canada’s top 3 ETFs of the decade These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge The cannabis investing outlook in 5 charts The cannabis market is on track for a ninefold increase over the coming decade as legalisation gathers pace across the US Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Global dividends for Canadian investors The managers of Vanguard Global Dividend achieve a dividend yield that beats the benchmark, while maintaining long-term gains 6 investing lessons for everyone Morningstar columnist Christine Benz reflects on the biggest lessons she has learned from 25 years of investing 7 stocks with dimmer outlooks These stocks underwent dramatic fair value or moat rating changes last month Top Canadian stocks of 2019 A look at the top performers of the TSX Composite index, the top stocks in our coverage universe, and three stocks that are undervalued Canada's 2020 outlook Learn what asset managers think will happen this year
January 6 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Top Canadian stocks of 2019 A look at the top performers of the TSX Composite index, the top stocks in our coverage universe, and three stocks that are undervalued Is Enbridge a good pick for dividend seekers? The wide-moat firm has one of the most attractive dividends in the Canadian energy sector Canada’s top 3 ETFs of the decade These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge How to start trading Ready to put your money to work? Here’s how to decide whether you want to be the captain, or what kind of co-pilot you want Oh Ontario! Most of Canada will ban Deferred Sales Charges in 2020 –Ontario is the exception Ready to launch when rates rise Preferred share manager Roger Rouleau has dry powder to deploy at 1832 Asset Management 4 stocks to bite into These companies have a head start on the plant-based meat alternatives market, which we project will grow to US$48 billion by 2029 Canada's 2020 outlook Learn what asset managers think will happen next year
December 30 Is Enbridge a good pick for dividend seekers? The wide-moat firm has one of the most attractive dividends in the Canadian energy sector Canada’s top 3 ETFs of the decade These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Top Canadian stocks of 2019 A look at the top performers of the TSX Composite index, the top stocks in our coverage universe, and three stocks that are undervalued Canada's 2020 outlook Learn what asset managers think will happen next year 10 most popular stocks, funds, and ETFs of 2019 Here are the most-viewed securities on Morningstar.ca this year Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance 7 golden rules of dividend investing Avoid these mistakes if you want to build a portfolio focused on high dividend yields 5 lessons from the 'Witch' of Wall Street The best advice is often timeless How to find the best ETFs? Go for gold when going for this efficient and easy-to-access asset class
10 most popular stocks, funds, and ETFs of 2019 Here are the most-viewed securities on Morningstar.ca this year Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance How to find the best ETFs? Go for gold when going for this efficient and easy-to-access asset class These 7 arguments against index investing aren't compelling A closer look at the merits of common arguments against index investing Santa’s Financial Plan We put together a to-do list for Santa (no naughty, all nice), to make sure all future Christmases run smoothly – and so that he can spend January on a beach Three undervalued Canadian stocks These stocks are trading at considerable discounts to our fair value estimates 3 bargains in Berkshire's portfolio This trio of stocks in Berkshire Hathaway are undervalued according to our metrics A year-end to-do list for bucket investors A step-by-step guide to 'bucket maintenance' as the year winds down
December 16 Canada’s top 3 mutual funds of the decade These gold-rated actively managed approaches took top spots for long term performance Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records How to find the best ETFs? Go for gold when going for this efficient and easy-to-access asset class These 7 arguments against index investing aren't compelling A closer look at the merits of common arguments against index investing How income works in a low interest rate reality A recipe for returns and sustainable yield with Leith Wheeler’s Jim Gilliland 3 bargains in Berkshire's portfolio This trio of stocks in Berkshire Hathaway are undervalued according to our metrics A polite reminder on fees 3 key things ultimately contribute to our true financial success: reasonable expectations, a close eye on fees, and great financial coaching Healthy returns from booming biotech names Long term investors can look to the sector for a dose of safety in uncertainty, and sometimes, “spectacular profitability” Do you still use dividends for income? Dividend stocks may no longer be reliable in an uncertain interest rate environment - Steadyhand's Tom Bradley discusses alternative income options Canada’s top dividend stocks for Q3 Dividend growth in the Great White North beat the States for the ninth consecutive quarter
December 09 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Do you still use dividends for income? Dividend stocks may no longer be reliable in an uncertain interest rate environment - Steadyhand's Tom Bradley discusses alternative income options These 7 arguments against index investing aren't compelling A closer look at the merits of common arguments against index investing How to find the best ETFs? Go for gold when going for this efficient and easy-to-access asset class Canada’s top dividend stocks for Q3 Dividend growth in the Great White North beat the States for the ninth consecutive quarter Canada's top 3 low-cost mutual funds Gold-rated gains at a bargain Three undervalued Canadian stocks These stocks are trading at considerable discounts to our fair value estimates Dollar-cost averaging vs. lump-sum investing Dribbling a small amount of money into stocks is not necessarily the most lucrative investment strategy Canada's real estate gold rush Potential pricing problems and why you should be wary of preconstruction condos with baked-in appreciation Investment adages that don't make sense Yet they will not become extinct
December 02 Canada's top 3 low-cost mutual funds Gold-rated gains at a bargain Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Canada's real estate gold rush Potential pricing problems and why you should be wary of preconstruction condos with baked-in appreciation Canada’s top dividend stocks for Q3 Dividend growth in the Great White North beat the States for the ninth consecutive quarter These 7 arguments against index investing aren't compelling A closer look at the merits of common arguments against index investing 7 golden rules of dividend investing Avoid these mistakes if you want to build a portfolio focused on high dividend yields Berkshire is NOT a fund It has great management and a variety of holdings – but there are fundamental differences that mean this stock is no fund substitute Three undervalued Canadian stocks These stocks are trading at considerable discounts to our fair value estimates How mutual fund income is taxed Learn how distributions are taxed and what structures you can use to keep more of your money Canadians are still getting gouged Investors are still paying many advisors 5% commissions (and more) primarily due to political interference - where do we go from here?
November 25 7 golden rules of dividend investing Avoid these mistakes if you want to build a portfolio focused on high dividend yields Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Time to buy the dip on Cannabis? Canadian Cannabis 2.0 is on its way and the U.S. is set to be the "biggest and the best cannabis market in the world" BMO to Close European ETFs Intense competition in the passive investing space forces the hand of Montreal-based asset manager, some of whose ETFs are positively rated by Morningstar Canada’s top dividend stocks for Q3 Dividend growth in the Great White North beat the States for the ninth consecutive quarter Three undervalued Canadian stocks These stocks are trading at considerable discounts to our fair value estimates From hot to not Is it the end for favourites like blockchain, artificial intelligence, cannabis and robotics? The trouble with our neighbours What it means for the markets – and Canadian investors What is an exchange-traded fund? We explain what ETFs are, how to use them, and how to find the best ones
November 18 Canada’s top dividend stocks for Q3 Dividend growth in the Great White North beat the States for the ninth consecutive quarter Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Dollar cost averaging doesn't work Investing a bit at a time is a bad idea, and buying the dip is an unnecessary risk, recent Morningstar research finds Three undervalued Canadian stocks These stocks are trading at considerable discounts to our fair value estimates Shop these stocks this holiday season With Black Friday, Cyber Monday, and Boxing Day all coming up, these companies are well positioned to capitalize on the annual shopping jamboree Retirees: are you spending too much? The 4 per cent guideline can put you in the right ballpark, but the best spending policies factor in time horizon, asset allocation, and market fluctuations. The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option Investing in your 20s You’ve already got the most valuable asset around – put it to work Better buy this search engine We think China’s Baidu is worth far more than its going rate – and makes Google look tiny
November 11 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Mutual funds: Where fun came to die The industry is better than ever--but also duller Three undervalued Canadian stocks These stocks are trading at considerable discounts to our fair value estimates Money MythBuster: 4% withdrawal rule How much you withdraw depends on how much you spend, and retirement spending is not a single point decision, but multiple decisions over time Is it time to sell these 5 U.S. stocks? These names suffered double-digit losses in October. Should you hold on? Apple's back A stronger-than-expected iPhone launch, as well as success in wearables and services, see us raise our fair value estimate The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option Dividends don’t dictate success: Manager Healthy returns rely on cash reinvestment, says Franklin Bissett’s Garey Aitken From hot to not Is it the end for favourites like blockchain, artificial intelligence, cannabis and robotics? Investing in your 20s You’ve already got the most valuable asset around – put it to work
November 4 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Investment horror stories - and the lessons they teach Happy Halloween: Bitcoin, the haunted house and other tales of terror Three undervalued Canadian stocks These stocks are trading at considerable discounts to our fair value estimates The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option 5 scary Canadian stocks These are the most overpriced stocks in our coverage universe today Investing in your 30s How to strike the right balance between expenses now and income later Morningstar rating changes Morningstar Quantitative Rating methodology is changing to better capture the alpha you're paying for in your funds, among other enhancements Redesign your portfolio with these fashion and luxury goods stocks Add some oomph, brand power and big growth from new markets with these North American names Money MythBuster: 100 minus age = equity Asset allocation is more than a formula Why investors need a 'nudge' Real people need practical applications that integrate economics with psychology - a Nobel-winning idea that saw Richard Thaler pioneer behavioural finance
October 28 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records 5 scary Canadian stocks These are the most overpriced stocks in our coverage universe today Why oil's undervalued The pipelines will be built, and they'll be tapped into new low-cost technology, says sector analyst Joe Gemino Lithium stocks charged up from EV adoption Electric vehicle adoption and an exponential growth in applications are fueling demand for this key battery component Three undervalued Canadian stocks These stocks are trading at considerable discounts to our fair value estimates Investment horror stories - and the lessons they teach Happy Halloween: Bitcoin, the haunted house and other tales of terror The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option What you need to know to invest Understanding risk and how it relates to three different ways to grow your money is key Why Canada differs on rate direction - again Are we playing it safe with interest rates or will we need to play catch-up with other world economies? Money MythBuster: 100 minus age = equity Asset allocation is more than a formula
October 21 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records 7 steps to estimating your in-retirement cash-flow needs Rules of thumb may be too high for affluent retirees with high savings rates, but there are deal-breakers to watch out for Three undervalued Canadian stocks These stocks are trading at considerable discounts to our fair value estimates Four stocks to watch in the streaming wars The landscape is going to become fiercely competitive, as new and established players jostle for subscribers, advertising dollars, and market dominance The new Liberal minority government And what it means for the economy, especially energy, banks, and the environment Money MythBuster: 100 minus age = equity Asset allocation is more than a formula A simple plan for financial independence Examining personal finance through the lens of economics yields a nifty road map for accumulating wealth Election 2019: Promises will increase prices Making borrowing easier without stimulating supply will push prices higher, and could make it harder to afford homes The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option Quant Concepts: Top Canadian ESG dividend stocks Investors need not choose between their ethical beliefs and their investment objectives, says CPMS's Emily Halverson-Duncan
October 14 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Three undervalued Canadian stocks These stocks are trading at considerable discounts to our fair value estimates Election 2019: Promises will increase prices Making borrowing easier without stimulating supply will push prices higher, and could make it harder to afford homes Four safety stocks to steady your portfolio These names are undervalued, have durable businesses and ample unrealized upside potential, ideal in uncertain times The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option Betting on Canadian banks Growth may be slowing, but steady results have Morningstar's Eric Compton seeing some undervalued stocks An emergency fund for retirement? Yes Judith Ward from T. Rowe Price discusses cash cushions for pre-retirees and retirees Money MythBuster: Dollar cost averaging is good Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible Cannabis faces significant ESG risks The industry would be wise to adopt sustainable practices from the beginning
October 7 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Where's the recession? RBC's Eric Lascelles helps us make sense of the mixed signals in the market today Four safety stocks to steady your portfolio These names are undervalued, have durable businesses and ample unrealized upside potential, ideal in uncertain times Betting on Canadian banks Growth may be slowing, but steady results have Morningstar's Eric Compton seeing some undervalued stocks Manager focused on downside & upside in market uncertainty A long list of fragilities in U.S. equities persist but Mawer’s Colin Wong remains cautiously optimistic What to do with $60 million? With the descendants of an Indian royal coming into a cool $57.5 million last week, we wondered – what’s the best thing to do when coming into money? Alibaba's just getting started A strong network effect makes for a wide moat for this 4-star stock The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option Time to buy gold? Gold's been growing amidst the economic uncertainty - why, and should investors get in? We ask Hans Albrecht at Horizons ETFs Should millennials invest or deal with their debt? Debt may be a necessary evil, but it can also be a strategic wealth-builder
September 30 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Canada's flawed financial advice industry Commissions and conflicting interests persist - when are we going to get the value we deserve? If a recession hits, we’ll need a new ‘Plan B’ It will be different this time, and the usual tools won’t work as well Should millennials invest or deal with their debt? Debt may be a necessary evil, but it can also be a strategic wealth-builder Five reasons to buy Amazon Add up the sum-of-the-parts and you'll find a trillion-dollar business case One simple trick that will help you invest better Here’s how you can use the laws of psychological distance to your advantage The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option Not a time to be drastic: manager Mixed market sentiment and inestimable issues have Scotiabank’s Judith Chan sticking with enduring fundamental quality Is the DSC fee ban dead? A type of commission on mutual fund sales was set to be banned, but the Ontario government threw a wrench in the works - will something else emerge in the interest of investors? Money MythBuster: Dollar cost averaging is good Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible
September 23 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Is Canada ready for climate change? Canada is a commodity heavy economy – how can we thrive in a low carbon future? 5 sustainable funds for outperformance These funds have the highest Morningstar Sustainability Rating, as well as the highest Morningstar Quantitative Rating of ‘Gold’ Not a time to be drastic: manager Mixed market sentiment and inestimable issues have Scotiabank’s Judith Chan sticking with enduring fundamental quality Is cannabis ESG positive or negative? We examine whether the new industry is an alternative to opioids, or a sin stock The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option One simple trick that will help you invest better Here’s how you can use the laws of psychological distance to your advantage EMs and ESG: Mutually exclusive? Investing in emerging markets and then using investor status to engage companies to improve ESG performance can be a direct and effective way to create impact Four retirement-planning blind spots Anticipate extra costs and portfolio shocks before pulling the ripcord on retirement
Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Do you have enough to retire? For soon-to-be retirees, it's crucial to conduct an ultra-customized assessment of retirement-savings adequacy What the Saudi attack means for Canadian oil Canadian energy stocks soar, and the Canadian Crude Index is up 10%, but pipelines are a key obstacle Enrich your portfolio with these four global oil stocks These are well-run diversified businesses that boast strong balance sheets, undeniable growth prospects and are trading at discounts to our fair value estimates How to save twice your salary by age 35 We walk through exactly what's required to hit this savings benchmark (hint: it's not sorcery) The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option Global risks for Canadian investors Franklin Templeton's Mike Greenberg has his eye on a few indicators that could infect our open economy Money MythBuster: Dollar cost averaging is good Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible Canadian investors get a ‘Below Average’ fee experience Morningstar’s sixth Global Investor Experience Study on fees and expenses sees Canada rise from dead last Investing basics: how do you measure investment success? Investors often review performance against a designated benchmark, but this can result in a biased comparison - so how should you determine investment success?
September 09 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records What happens if everyone indexes? Morningstar's Alex Bryan discusses some possible consequences It’s time to let go of these stocks These 15 wide- and narrow-moat names are significantly overvalued by our measures 16 high-quality companies with exceptional leadership There's a reason these wide-moat firms all trade in the 4- and 5-star range Investing in your 40s Even if you’re on the road to retirement, it’s time for a savings and risk reality check Corporate bonds will continue to climb: Manager A comeback for Canadian corporate debt and sustainable selections see Patrick O’Toole’s corporate bond fund at CIBC top nine percent returns so far this year The active-passive portfolio It’s important to evaluate different strategies in terms of a continuum, not conflict The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option 5 stocks you can hold forever In times of uncertainty, it's best to look for stocks that will deliver for the long-term Battle of the bandwidths Freedom Mobile is gaining ground and the Big 3 are beginning to shake in their boots – is it time to buy?
September 02 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records Invest in transportation disruption New vehicle technologies and industries are coming faster than you think, and investors will want to get ahead of the major social and economic changes that follow Canada's unreliable risk ratings A downward shift in fund risk ratings now that the market crash of '08 is out of the picture demonstrates the limitations of the CSA system, says Morningstar's Paul Kaplan Canadian funds maneuver tax changes – for now $5.3b in funds evolving for efficiency at Horizons ETFs, and other corporate class funds, put the Federal Budget move back in the government’s court ahead of the election 20 common investing mistakes Be sure you set a plan and don't let emotions steer you off course The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option 5 stocks you can hold forever In times of uncertainty, it's best to look for stocks that will deliver for the long-term Are low-risk funds really low risk? Funds are lowering their risk levels now that the 2008 financial crisis is out of the picture - can investors still rely on a 10-year standard deviation? We ask Mark Noble at Horizons ETFs Is hiring an advisor 'worth it'? A key consideration: How many parts of your financial life can the advisor impact for the better?
August 26 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records 5 stocks you can hold forever In times of uncertainty, it's best to look for stocks that will deliver for the long-term Canada's supercharged investment opportunities We found out where the $950 million ‘supercluster’ money from the Canadian government is going – and one way you also can invest today Are we headed for a recession? Morningstar Investment Management's Dan Kemp talks inverted bond yield curves and whether a recession is on the cards Canadian financial advice: good intentions, bad results Advisors typically invest personally as they advise their clients – trade frequently, chase returns, prefer expensive, actively managed funds, and underdiversify 20 common investing mistakes Be sure you set a plan and don't let emotions steer you off course Four fast-food stocks with an appetite for growth Most of these companies have grown revenue and profits in the face of unrelenting stock market volatility and economic uncertainty The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
August 19 Canada’s top 20 dividend stocks In the second quarter of 2019, they broke all-time S&P/TSX 60 records This dividend fund manager avoids dividend traps Avoiding companies that cater to investors with a thirst for dividends, Dynamic's David Fingold looks for dividend growth, and often finds the first dividend payment Is your ESG fund actually ESG? Why investors in this new field need to look under the hood Four utility stocks to defend against yield inversion The sector remains relatively immune from economic shocks, has recession-resistant products and pays healthy dividends – but the stocks are expensive Investing in your 50s An investing roadmap is paramount in your peak earnings years – here are a few essential stops on the way to meeting your retirement goals 11 big things: The strange world of WeWork Last week brought two major IPO filings, the stunning fall of a former unicorn, a game-changing streaming media deal, and a few revealing details of the most valuable VC-backed company in the US about to go public Investors moving out of Canada? A new survey from Horizons ETFs found investors and advisors are looking elsewhere for opportunity, namely in U.S. equities and gold - we sat down with Mark Noble to learn why 10 cheap stocks with healthy dividends These stocks will likely continue to deliver consistent dividends over the next 10+ years A down-market survival guide for retirees These six steps can help you take back control in uncertain times What a weak loonie means for Canadian investors Currency movements are highly volatile and hard to predict – so individual investors should stay away from taking direct currency bets
August 12 What a weak loonie means for Canadian investors Currency movements are highly volatile and hard to predict – so individual investors should stay away from taking direct currency bets 4 Canadian stocks to sell These names are among the most expensive we cover - might be time to exit Dividends are like marriage, buybacks are like dating With Canadian stock buybacks at an all time high, author Ian de Verteuil explains the motives and mixed signals behind the newfound "love affair" Buffett a long-term value play as recession fears bite With nearly US$100 billion that could be committed to investments, acquisitions and share repurchases, Berkshire is also a strategic bear-case bet 3 Canadian dividend stocks Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own Three high-yield stocks to bet on With possible rate cuts, and lowering yields, investors may find more comfort in dividend-paying stocks as a better alternative to bonds Money MythBuster: You NEED to invest in gold Factors determining a successful investment in gold are extremely difficult – if not impossible for retail investors – to predict Four chip stocks wired to ride long-term tailwinds The trade war's taken a toll on the tech sector, but there's still a long runway of growth for the semiconductor industry, and these chipmakers are programmed to take off China in doldrums amidst trade war An update on what's happening within China amidst the ongoing trade war and what's at stake ahead of tariffs set to surge in September
3 Canadian dividend stocks Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own Is there a good time to buy or sell actively managed funds? Why staying invested is the name of the game No "retail apocalypse" in Canada right now However, Hudson's Bay presents a canary in the coalmine, says DBRS' Stephanie Hughes This manager thinks like an owner EdgePoint's Frank Mullen diversifies his business ideas and seeks out local champions Can investors still trust risk ratings? The painful memories of 2008 are no longer reflected in 10-year returns – a potentially dangerous omission when assessing fund risk and suitability Money MythBuster: You NEED to invest in gold Factors determining a successful investment in gold are extremely difficult – if not impossible for retail investors – to predict Damages of the short-term mindset “Short-termism” refers to corporations focusing on short-term results to boost share prices in response to pressure from financial players, often at the expense of long-term interests Three high-yield stocks to bet on With possible rate cuts, and lowering yields, investors may find more comfort in dividend-paying stocks as a better alternative to bonds Three food-delivery apps set to serve some growth Greater internet penetration, higher standards of living in developing countries and an increase in mobile usage are cooking up a lucrative dine-at-home culture
July 29 Canada's top stock pick for the first half of 2019 It's the top star-rated performer of the year so far, but we feel that it's trading at twice the price it should be. Is it still worth buying? 3 Canadian dividend stocks Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own 4 superior foreign stocks to buy These undervalued wide- and narrow-moat names were recently added to the Morningstar Global ex-US Moat Focus Index 3 high-yield stocks to bet on With possible rate cuts, and lowering yields, investors may find more comfort in dividend-paying stocks as an alternative to bonds Is there a good time to buy or sell actively managed funds? Why staying invested is the name of the game Make the most of your fixed income With international economic uncertainty, many investors are looking to set course for fixed income – but there are still decisions to make on where and how to invest Fed cuts interest rates for first time in a decade The U.S. Federal Reserve has cut rates for the first time in more than 10 years. Will the Bank of Canada follow suit? Investing in your 80s and beyond How to plan, prepare and find the right people you can trust to ensure a comfortable retirement Money MythBuster: You NEED to invest in gold Factors determining a successful investment in gold are extremely difficult – if not impossible for retail investors – to predict
3 Canadian dividend stocks Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own Are these 9 stocks with fair value hikes worth buying? These stocks all experienced significant fair-value increases in June--and one enjoyed a moat boost, too 13 stocks you think you should sell, but shouldn't These stocks carry sky-high price/earnings ratios, but we think they're actually undervalued Four U.S. bank stocks in good shape to grow These financial institutions passed the latest Fed stress test, and even after topping profit expectations, most are still trading below their fair value This manager sticks with the winners With an average holding period of 13 years, Jeff Hyrich’s fund at Invesco proves that patience pays off No long-term impact of FDA crack down on Curaleaf’s CBD marketing Morningstar analyst Kristoffer Inton believes that the shares remain undervalued How to set your savings rate Savings rate rules of thumb are better than nothing, but smart investors customize their own savings targets Is weed a responsible investment? Do the medical applications of cannabis make it an ESG-positive investment? Or do the recreational applications make it a vice, and therefore ESG-negative? Investors should focus on fees right now In an uncertain, late-stage economy that’s also seeing bond yields fall with interest rates, BMO thinks a fee-focused ETF approach to bonds is your best bet
What did investors read about last week? Stocks! 13 stocks you shouldn't sell, the top Canadian dividend stocks, and four railroad stocks were the most read articles last week
13 stocks you think you should sell, but shouldn't These stocks carry sky-high price/earnings ratios, but we think they're actually undervalued 3 Canadian dividend stocks Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own Four railroad stocks steaming ahead Investors may want to hitch a ride with these wide moat companies once a pullback creates attractive entry points and as profitability picks up How to calculate your net worth Three steps to finding your current net worth and the ideal starting point for big-picture financial planning Money MythBuster: High risk equals high returns Only when your portfolio is efficient can you unlock the potential for higher returns with more risk - and why low risk stocks might be the right route to take 10 tips for more effective ETF investing We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting Our top cannabis stock picks We see these three companies as undervalued and best positioned to capture opportunities in a growing market
4 ways to create a hands-off portfolio in retirement Morningstar's director of personal finance Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities This manager finds both moats and bargains Fidelity’s Jed Weiss seeks EAFE companies with structural growth prospects, high barriers to entry and attractive valuations Should millennials invest in what they use? Millennials are avid consumers of some of today's hottest stocks, so it might make sense for them to take part in the profit - but are they safe bets?
What did investors read about last week? Top dividend stocks, new cannabis coverage and ways to create a portfolio that's 'hands-off' in retirement
3 Canadian dividend stocks Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own Four cannabis stocks with room to grow Significant investments, improved distribution and refined marketing strategies mean these cannabis stocks are only just starting to sprout
Canadian cannabis update After tremendous growth fueled by nationwide legalization, Morningstar analyst Kristoffer Inton estimates that national sales will grow annually by 20% - here’s why Our top cannabis stock picks We see these three companies as undervalued and best positioned to capture opportunities in a growing market Is weed a responsible investment? Do the medical applications of cannabis make it an ESG-positive investment? Or do the recreational applications make it a vice, and therefore ESG-negative? 4 ways to create a hands-off portfolio in retirement Morningstar's director of personal finance Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities Money MythBuster: Popular stocks are always 'Buys' Companies which tend to have low P/E, low price-to-book are unloved, and typically trade at lower prices and so over time produce higher returns
10 tips for more effective ETF investing We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting
Morningstar's new cannabis coverage Introducing equity analyst Kristoffer Inton, his new coverage of the exciting cannabis market and where he’s seeing opportunities and risks Careful, not conservative TD’s Brian Berghuis emphasizes meeting management teams and assessing business models for durable growth that will sustain business cycles
3 Canadian dividend stocks, 10 tips for more effective ETF investing, and four ways to create a hands-off portfolio in retirement, were the most popular articles last week. 3 Canadian dividend stocks Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own 10 tips for more effective ETF investing We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting
4 ways to create a hands-off portfolio in retirement Morningstar's director of personal finance Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities Money MythBuster: Popular stocks are always 'Buys' Companies which tend to have low P/E, low price-to-book are unloved, and typically trade at lower prices and so over time produce higher returns 7 cheap U.S. stocks for risk-takers Investors willing to take a daring bet today ought to consider these underpriced names Three stocks to bet on the esports craze The global esports industry is projected to hit US$1.1 billion by the end of the year, and these stocks are trading at discounts to our fair value estimates This manager finds quality in Québec National Bank’s Marc Lecavalier has beautifully outperformed by investing in La Belle Province
Meet the Buffett antithesis Fidelity's Mark Schmehl doesn't do value investing, or any other styles for that matter - here's why he's better off
Money MythBuster: Dollar cost averaging is good Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible T his manager hunts the hunters Mawer’s Jeff Mo seeks small companies with growth by acquisition strategies for his five-star Canadian fund
The Buffett antithesis, why dollar cost averaging is bad, and 10 tips for more effective ETF investing, were the most popular articles last week.
Meet the Buffett antithesis Fidelity's Mark Schmehl doesn't do value investing, or any other styles for that matter - here's why he's better off
Money MythBuster: Dollar cost averaging is good Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible 10 tips for more effective ETF investing We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting 7 cheap U.S. stocks for risk-takers Investors willing to take a daring bet today ought to consider these underpriced names Three healthcare stocks on deep discount These stocks are each trading at over a 30% discount to our fair value estimates This manager finds quality in Québec National Bank’s Marc Lecavalier has beautifully outperformed by investing in La Belle Province 4 ways to create a hands-off portfolio in retirement Morningstar's director of personal finance Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities 7 U.S. stocks to avoid We suggest that investors avoid richly priced, high-uncertainty names, says Morningstar.com’s director of content, Susan Dziubinski Three sportswear stocks set to score Global activewear is projected to grow at an annual rate of 6.5% from 2018-2024, and these companies are likely to benefit
Three healthcare stocks on deep discounts, 7 U.S. stocks to avoid, and a profile of Mawer's Jeff Mo, were the most popular articles last week.
Three healthcare stocks on deep discount These stocks are each trading at over a 30% discount to our fair value estimates
7 U.S. stocks to avoid We suggest that investors avoid richly priced, high-uncertainty names, says Morningstar.com’s director of content, Susan Dziubinski This manager hunts the hunters Mawer’s Jeff Mo seeks small companies with growth by acquisition strategies for his five-star Canadian fund
The best ETFs to hold in a retirement portfolio Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option The best performing mutual funds of 2018 Of over 1,000 medalist mutual funds that had positive returns, most of the top performers are U.S. focused Top performing mutual funds of Q1 Three marijuana funds had returns over 30%, while one global equity and one U.S. equity fund made the top 5 Diversification means investing overseas too Many arguments for investing with a home bias no longer hold water, argues Morningstar director of global ETF research Ben Johnson Four cheap Canadian energy stocks These leading Canadian energy stocks have made substantial gains so far this year but are still trading below their fair value Should you pick funds that practice discounted cash flow analysis? The pursuit of quality, higher future cash flows, and stable growth
Canada's top stock pick for the first half of 2019, 3 Canadian dividend stocks, and 4 superior foreign stocks to buy
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Ruth Saldanha is Editorial Manager at Morningstar.ca. Follow her on Twitter @KarishmaRuth.
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The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. It is projection/opinion and not a statement of fact. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Morningstar Star Rating for Stocks, please visit here
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