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ARTICLE ARCHIVE
1/19/2017 3:51:01 AM
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Opinions expressed in articles published on this site are solely those of the contributing authors and do not necessarily represent the views or opinions of The Fund Library, its staff or affiliates.

 

Fund Library News
By Fund Library News Wire | Friday, January 13, 2017

By Mike Keerma

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U.S. banks shine, but stocks remain flat on the week.
* Precious metals, resources dominate fund performance in 2016.

*
U.S. banks shine, but stocks remain flat on week. Strong quarterly U.S. bank earnings helped the major North American stock indices rally on Friday ahead of a U.S. long weekend. Strong earnings reports from U.S. financial majors like J.P. Morgan Chase & Co. (NYSE: JPM) and Bank of America Corp. (NYSE: BAC) raised hopes for strong fourth-quarter earnings overall, and fed into gains in Canada’s financial sector as well. However, crude oil prices fell 2% on the week, on the absence of any evidence that Opec’s widely reported production cut agreement has taken effect. As a result, Toronto’s benchmark S&P/TSX Composite Index remained flat on the week, as did the U.S. blue-chip S&P 500 Composite Index. The Nasdaq Composite Index advanced 1% on the week on continuing strength in technology stocks, closing at a fresh record. In addition, gold rallied 2% on the week over growing anxiety over China’s economic health.

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TAX PLANNING
By Samantha Prasad | Thursday, January 12, 2017



If you have not yet made a contribution to your Registered Retirement Savings Plan (RRSP) for 2016, you have only about six more weeks to get your act together. The deadline for 2016 contributions is March 1, 2017. But the big question at this time of the year, when your bank account might be a bit low after the holidays, is where to get the money for a contribution. Fortunately, there are a number of options to consider.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 11, 2017

The IA Clarington Canadian Small Cap Fund has a history of delivering above-average returns with lower-than-average volatility in the Canadian Small/Mid Cap Equity category. The managers use a fundamentally-driven, bottom-up investment process that looks for high-quality businesses run by strong management teams and that are trading at attractive valuations. The formula continues to work, with the fund posting a first-quartile 3-year average annual compounded rate of return of 5.77% as of Nov. 30, 2016.

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Financial Education
By Knowledge Bureau | Tuesday, January 10, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Are you using your automobile for work or for your own business? Perhaps you are unsure whether you should make a claim for auto expenses for 2016; or maybe you suspect you aren’t claiming everything you are entitled to. This is a good reason to see your tax advisor, and make sure you are prepared to make a full claim. Here’s a summary of how it works.

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Fund Library News
By Fund Library News Wire | Monday, January 09, 2017

  

By Mark Raes, Head of Product, BMO Asset Management Inc.

Fixed-income exchange traded funds (ETFs) are one of the most popular and fastest growing segments of the ETF market. They appeal to investors by trading like equities while providing exposure to a diversified basket of bonds. Investors recognize that ETFs are easy to use, offer additional liquidity, and help to minimize trading costs.

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Fund Library News
By Fund Library News Wire | Friday, January 06, 2017

By Mike Keerma

* Stocks post strong gains in early New Year’s rally.
* Horizons ETFs to shut down advisor-class units.

* Stocks post strong gains in early New Year’s rally. Spurred on by hopes for greater U.S. economic stimulus in the early days of the new Trump Administration, and a positive U.S. job creation report for December, the benchmark North American stock indices closed the week with respectable gains, propelled by the financial and technology sectors. Both the blue-chip S&P 500 Composite Index and the Nasdaq Composite Index logged their first record highs for the year during Friday’s session, as the S&P 500 gained 1.7% on the shortened trading week, while the Nasdaq advanced 2.6%. The venerable Dow Jones Industrial Average came within a hair’s-breadth of reaching an all-time record-high 20,000 level in Friday’s session, but failed to breach that threshold and eased back to end the day at 19,963.80. Toronto’s benchmark S&P/TSX Composite Index started the New Year off with a robust 1.4% gain for the week.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 04, 2017

When I reviewed the Trimark Income Growth Fund in my newsletter back in April 2013, shortly after Clayton Zacharias had taken over the management of the equity portion of the fund, I said I was “…cautiously optimistic that with Mr. Zacharias managing the equity portion that we will see a sustained improvement in overall returns.” Turns out I was right.

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Fund Library News
By Fund Library News Wire | Friday, December 30, 2016

By Mike Keerma

North America stock markets finished 2016 in the black, posting solid gains for the year overall. Toronto’s benchmark S&P/TSX Composite Index logged the strongest gains (in domestic currency terms), rising 17.5% on the year, supported by the recovering price of crude oil, which surged 45% for the year. The U.S. blue-chip S&P 500 Composite Index gained steadily through the year as the U.S. economy continued to expand steadily and both business and consumer confidence improved. The election of Donald Trump as president was seen by markets as a net positive for U.S. business growth and contributed to a fourth-quarter stock market rally, which also saw the U.S. Federal Reserve Board raise its key rate by 25 basis points for the first time since December 2015. The Nasdaq Composite Index advanced 7.5% for the year on generally positive gains in the technology sector. Though the price of gold plunged in the second half as traders migrated back to equity markets, gold still managed to gain 8.6% for the year.

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The Analyst’s Desk
By Brian Bridger | Thursday, December 29, 2016

A SPECIAL REPORT FROM



Until now, investment fund managers have been able to use their own methodology to determine the risk ratings of their funds, which has led to inconsistencies and confusion in the industry. To standardize risk ratings, the regulatory agency association, the Canadian Securities Administrators (CSA), has been developing a risk-rating methodology in consultation with industry participants. It recently published its final amendments, and this will be used to calculate the risk ratings that appear in Fund Facts sheets and the soon-to-be-required ETF Facts for exchange-traded funds.

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DUE DILIGENCE
By Dave Paterson | Wednesday, December 28, 2016

Given the somewhat unique mandate of the CI Signature Corporate Bond Fund, it’s a tough one to classify. It invests in a diversified portfolio of bonds, right across the credit spectrum, ranging from AAA-rated government bonds to high yield.

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Fund Library News
By Fund Library News Wire | Tuesday, December 27, 2016



By Mark Taucar, Accilent Capital Management

Prevailing strategies used to market financial products to clients rely on subjectivity to forecast outcomes, creating complex and compelling-sounding opportunities that have most clients buy into the traditional “tire-kicking” analysis. As clients, we tend to buy into these very nuanced stories, and we attribute great insight to those who convey their insight in such a manner.

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Financial Education
By Knowledge Bureau | Thursday, December 22, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

When it comes to moving house, it pays to keep close track of your expenses and save all your receipts and invoices. You could be eligible for some lucrative moving expense deductions. Let’s cover what’s deductible and what’s not. Here’s a handy checklist prepared by Knowledge Bureau staff.

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DUE DILIGENCE
By Dave Paterson | Wednesday, December 21, 2016

   

As investors continue their hunt for yield, dividend funds remain a popular choice, and the Fidelity Dividend Fund is one of the best in the category, with a year-to-date return of 9.82% as of Nov. 30, and a 5-year average annual compounded rate of return at 8.44%. It’s the kind of performance that has merited the monthly FundGrade™ A rating, as well as the annual FundGrade A+™ Award for 2015.

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TAX PLANNING
By Samantha Prasad | Tuesday, December 20, 2016



For most small business owners with a Dec. 31 year-end there are only a few days left before you close the books on 2016. Here’s hoping it was a very good year! Now, here are a few tax-saving strategies to consider before you start preparing those financial statements.

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Fund Library News
By Fund Library News Wire | Friday, December 16, 2016

By Mike Keerma

* Fed rate hike, China’s sabre rattling stall markets.
* Invesco to edit names and symbols of six PowerShares ETFs.

* China’s sabre rattling stall markets. The benchmark North American stock market indices edged back marginally on the week, bringing to an end several weeks of gains. Investors took a breather following the U.S. Federal Reserve Board’s decision on Wednesday to hike its fed funds rate by 25 basis points. Traders were spooked on Friday after reports that an unclassified U.S. Navy underwater scientific drone had been seized in the South China Sea by Chinese navy ships that had been shadowing the U.S. naval ship. It provided a good excuse for profit taking, following a string of record highs for the big U.S. indices. Both the S&P 500 Composite Index and the Nasdaq Composite Index closed the week nearly flat, each with a -0.1% loss on the week. Cushioned somewhat by continued strength in the price of crude oil, Toronto’s benchmark S&P/TSX Composite Index posted a -0.4% retreat on the week, a consequence mostly of the Fed’s rate hike.

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DUE DILIGENCE
By Dave Paterson | Thursday, December 15, 2016

When long-time fund manager Jerry Javasky stepped down in 2009, the reins of the Mackenzie Ivy Canadian Fund were handed over to Mackenzie Senior V.P. and Head of the Ivy Group, Paul Musson. When Mr. Javasky ran the fund, its stellar capital protection was legendary. Unfortunately, it was also known for its lackluster performance in up markets. Today, with Mr. Musson running the show, the emphasis on downside protection remains firmly in focus, but now it does a much better job at providing decent gains when the markets are rising. For investors, this means the potential for stronger overall risk-adjusted returns over the long-term.

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THE ETF INVESTOR
By Tyler Mordy | Wednesday, December 14, 2016



In this special musical confection timed for the holiday season, Forstrong Global’s President and CIO, Tyler Mordy, presents a seasonal take on today’s Federal Reserve Board rate decision. Framed as a musical duet between Janet Yellen and a nervous investor community, it’s sung to the tune of “Baby It’s Cold Outside,” by Frank Loesser. Performed by Anna Jacyszyn and Robert Fine. Lyrics by Tyler Mordy and David Kletz.

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TAX PLANNING
By Samantha Prasad | Tuesday, December 13, 2016



It’s the holiday season, complete with gift lists and festive trimmings. But along with the festivities, we should also try some year-end tax planning to trim our 2016 tax bill. Don’t worry, there’s plenty to go around for both employees and business owners. But don’t delay. For some items, you have only until Dec. 31 to take action. Here’s a summary of what employees can do to save on tax this year-end.

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Financial Education
By Knowledge Bureau | Monday, December 12, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

If December is moving month for you, I have three pieces of advice: Take a deep breath; treat yourself to some extra eggnog; and keep those moving expense receipts handy – they will be worth a lot of money when you file your tax return. Here’s what you need to know about moving expenses.

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Fund Library News
By Fund Library News Wire | Friday, December 09, 2016

By Mike Keerma

The epic stock market rally continued, as the major North American indices all logged robust gains for another week, against a backdrop of European Central Bank easing, the possibility of crude oil production cutbacks by key non-Opec producers this weekend, and an anticipated rate increase by the U.S. Federal Reserve next week. The U.S. blue-chip S&P 500 Composite Index surged 3.1% on the week and the Nasdaq Composite Index gained 3.6%. Both indices closed at a record high. Toronto’s benchmark S&P/TSX Composite also continued its rally, advancing 1.7% on the week, buoyed by strong gains in the energy and financial sectors. The index is now up 17.7% year to date.

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