Last updated: May-25-2017

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Latest articles in the Fund Library

By Robyn K. Thompson | Friday, May 26, 2017

Q – Our oldest child is just graduating from grade six, and we’d like to start saving for post-secondary education. We’ve seen some brochures from companies that offer Registered Education Savings Plans, but they seem somewhat complicated, with our funds pooled with other investors. And we’re not even sure we need it. Do you have any suggestions? – Paul and Lorraine T., Peterborough, Ontario


By Fund Library News Wire | Thursday, May 25, 2017

By David Barr and Felix Narhi, PenderFund Capital Management

We’ve been asked a lot recently about whether or not we have exposure to certain headline housing stocks in our equity portfolios. Fortunately, the answer is no. We think this is a good opportunity to highlight some of the key aspects of our investment strategy and why we shied away from stocks in the non-prime housing market.


By Dave Paterson | Wednesday, May 24, 2017

Over the years, the Sentry Small/Mid Cap Income Fund has been one of the best small/mid cap funds in the category, delivering strong performance with lower-than-average volatility, resulting in superior risk-adjusted returns. The fund has won the Fundata FundGrade A+ Award every since the Award debuted in 2012. How do managers Aubrey Hearn and Michael Simpson achieve such a sterling track record?


By Gordon Pape | Tuesday, May 23, 2017


It’s the toughest decision that investors face – to sell or not to sell? I have written about this subject before, but people keep asking the question: How do you decide when to pull the trigger on a stock? I wish there were an easy formula. Unfortunately, there isn’t. But over the years, I’ve developed six general guidelines that can help make the sell decision.


By Fund Library News Wire | Friday, May 19, 2017

By Mike Keerma

* Political risk spooks markets.
* Franklin Templeton launches target return fund.

* Political risk spooks markets. The major stock indices lost ground marginally on the week, after a steep mid-week dip as traders digested growing political uncertainty in Washington, which has the potential of derailing President Trump’s ambitious tax-cutting agenda. This week’s drama was driven by President Donald Trump’s previous firing of FBI Director James Comey, and the appointment of former FBI Director Robert Mueller as special counsel to lead a federal investigation into whether there was Russian interference in the presidential election. While political risk focused traders’ attention this week, it remains to be seen whether it has any staying power, as steady economic growth and strong first-quarter earnings reports provided something of a reality check against the clouds of political hot air emanating from the U.S. capital. The Canadian benchmark S&P/TSX Composite Index rose 1.2% in Friday’s session as the price of crude oil rallied to close Friday at US$50.41, up 5.2% on the week. But it wasn’t enough to prevent the index from slipping -0.5% on the week. The U.S. blue-chip S&P 500 Composite Index rallied nearly 1% in Friday’s trading, but edged down -0.4% on the week overall. The tech-weighted Nasdaq Composite Index posted a weekly loss of -0.6%.


More recent articles

By Robyn K. Thompson | Friday, May 19, 2017
By Brian Bridger | Thursday, May 18, 2017
By Dave Paterson | Wednesday, May 17, 2017
By Knowledge Bureau | Tuesday, May 16, 2017
By Margaret O'Sullivan | Monday, May 15, 2017
By Fund Library News Wire | Friday, May 12, 2017
By Robyn K. Thompson | Friday, May 12, 2017
By Bruce Loeppky  | Thursday, May 11, 2017
By Dave Paterson | Wednesday, May 10, 2017
By Olev Edur | Tuesday, May 09, 2017
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