Last updated: Jul-21-2017

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

ARTICLE ARCHIVE
7/24/2017 12:48:27 PM
HOME : FEATURES : ARTICLE ARCHIVE

Opinions expressed in articles published on this site are solely those of the contributing authors and do not necessarily represent the views or opinions of The Fund Library, its staff or affiliates.

 

THE ETF INVESTOR
By Tyler Mordy | Friday, July 14, 2017



With the Bank of Canada’s decision on Wednesday to hike its benchmark target overnight rate by 25 basis points, to 0.75%, Canada has become the first country in the G7 to join the U.S. in raising interest rates. This has fed speculation that the world’s central bankers are entering a durable tightening cycle. What gives?

more...
Fund Library News
By Fund Library News Wire | Friday, July 14, 2017

By Mike Keerma

The major U.S. and Canadian stock indices posted strong weekly gains, despite softer U.S. inflation and retail sales reports. Both gold and crude oil also rose on the week, as the U.S. dollar faded on soft inflation and retail sales data. Toronto’s benchmark S&P/TSX Composite Index advanced 1.0% on the week, fueled by a 5.1% weekly gain in the price of crude oil, a 1.3% rise in the price of gold. The Canadian dollar continued to climb against the U.S. dollar, closing the week at US$0.7905, as the Bank of Canada hiked its policy rate to 0.75%. The blue-chip U.S. benchmark S&P 500 Composite Index climbed 1.4% on the week, closing at a record high on Friday, while the Nasdaq Composite Index closed just shy of its record, gaining 2.6% on the week.

more...
Financial Education
By Knowledge Bureau | Thursday, July 13, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Are you planning to sell a personal residence, such as your cottage, in 2017? If so, take note of new tax compliance requirements. Failing to comply fully with the rules could mean some major tax penalties.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, July 12, 2017

 

The RBC Strategic Income Bond Fund just passed its three-year anniversary and has over that time delivered strong results for investors, earning a Fundata A+™ Award for 2016, and current FundGrade™ A-Grade Rating in the process. The fund’s one-ticket bond portfolio consists of a number of bond funds offered by RBC, providing exposure to investment-grade corporate bonds, high yield bonds, emerging market debt, and convertible bonds.

more...
Fund Library News
By Fund Library News Wire | Tuesday, July 11, 2017

  

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

Investors are always looking for the right sector at the right time to get the maximum possible return with the lowest inherent risk. Finding that perfect investment looks easy in hindsight; however, a properly constructed portfolio that includes sector rotation strategies balancing risk and reward is well positioned to handle developing scenarios. Exchange-traded funds (ETFs) have traditionally been an efficient way to enact these asset allocation strategies, providing wide exposure across a single sector with a single trade.

more...
Fund Library News
By Fund Library News Wire | Friday, July 07, 2017

By Mike Keerma

Both the S&P 500 Composite Index and the Nasdaq Composite Index edged up this week as a positive U.S. jobs report for June buoyed investor sentiment helped along by a growing consensus that the Fed will hold off on another rate hike until December. Technology stocks rebounded after a losing streak and helped the big indices climb back from losses earlier in the week.

Toronto’s benchmark S&P/TSX Composite Index, however, slipped -1% on the week, despite similarly strong Canadian job creation in June, as traders continued to price in a 25-basis-point rate hike by the Bank of Canada next week. June’s strong job numbers helped boost the Canadian dollar to US$0.776 by Friday’s close.

Sliding energy stocks also weighed on TSX peformance as the price of crude oil fell -4.0% on the week, against a backdrop of growing supply and the global market’s general indifference to and skepticism of the much-ballyhooed production cuts by the Organization for the Petroleum Exporting Countries. And despite rising geopolitical tensions in Asia as a consequence of North Korea’s intercontinental ballistic missile test, gold fell -2.4% on the week.

more...
Fund Library News
By Fund Library News Wire | Thursday, July 06, 2017



The S&P 500 Index reached new record highs in the weeks following the 2016 U.S. elections, and the Dow Jones Industrial Average finished above 20,000 for the first time ever on January 25, 2017. In a marked reversal of fortunes, U.S. value stocks outperformed their growth counterparts for a substantial part of 2016, and looked set to continue the trend into 2017.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, July 05, 2017



In recent weeks, there has been a lot of talk about the potential for a big market correction as we head into the summer and the fall, which has historically been the most volatile period for stocks. There are many reasons for some concern, with valuation levels leading the pack. While lower rates may help justify inflated valuations, it’s difficult to believe that price-to-earnings ratios of more than 21 times is sustainable into the future, particularly when the longer-term average is closer to 15. If we get a regression to the historic average, that’s a nearly 30% drop in value.

more...
Estate Planning
By Margaret O'Sullivan | Friday, June 30, 2017



July 1, 2017, is not only Canada’s 150th birthday and a cause for great celebration, which we are eagerly looking forward to, but it is also the date that Canadian financial institutions must have in place appropriate procedures to provide information to Canada Revenue Agency on financial accounts held by non-residents of Canada, which will begin in 2018.

more...
Fund Library News
By Fund Library News Wire | Friday, June 30, 2017

By Mike Keerma

Stock markets in Canada and the U.S. posted a losing week, to cap off a month of lacklustre performance. Toronto’s S&P/TSX Composite Index ground down nearly -1% on the week, led by losses in the financial and energy sectors. The broad Canadian benchmark posted a monthly retreat of -1.1% in June overall, its second straight monthly decline, and is now down -2.4% for the year to date. U.S. benchmark indices didn’t do much better, as the S&P 500 Composite Index declined -0.6% on the week, for a marginal gain of 0.5% on the month. Meanwhile, the Nasdaq Composite Index lost -2.0% on the week as technology shares retreated, putting the index -1.0% underwater for the month. Still, the Nasdaq is ahead 14% year to date, while the S&P 500 is up 8%. Crude oil gained 7.3% on the week, but continues to hover below US$50 per barrel, posting a near -5% loss in June, with a -14% decline year to date. Gold slipped -1% on the week for a -2.1% loss in June, but remained ahead 7.8% year to date.

more...
Fund Library News
By Fund Library News Wire | Thursday, June 29, 2017



Regulators around the world are looking at measures to ensure that investors understand the costs of investing and are receiving value for their money. As different approaches are tested, it is becoming clear that a one-size-fits-all approach to fee regulation can lead to unintended consequences that may disproportionately impact some segments of consumers – in particular, more modest investors and those just starting on the savings path.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, June 28, 2017



Since taking the reins in late 2009, lead manager Jeff Feng has done a great job with Trimark International Companies Fund, posting above-average returns in each year. Co-managed with Matt Peden since 2013, they have earned the Fundata FundGrade A+ Award for three years running, from 2014 to 2016. That’s in large measure a result of how they view their investment choices.

more...
Financial Education
By Knowledge Bureau | Tuesday, June 27, 2017

Tax filing season should now be over for most individuals. But don’t file away your Notice of Assessment just yet. It contains important information about the contribution room you have available for your Registered Retirement Savings Plan (RRSP). And this is critical for those who want to get a head start on contributing to their RRSPs for 2017.

more...
Fund Library News
By Fund Library News Wire | Friday, June 23, 2017

By Mike Keerma

* Stocks perk up but stay flat on the week.
* Canada’s inflation rate cools in May.
* Buffett snatches up Home Capital from bargain bin.
* Sears Canada now a (below) dollar store.
* Harvest Portfolios debuts global REIT ETF.

* Stocks perk up but stay flat on the week. Stock markets perked up a bit this week, closing with small gains week-over-week, helped along by small gains in the energy sector in Friday’s session as well as continuing momentum among technology stocks. In the absence of any major economic releases and geopolitical imbroglios, stock markets were largely flat on the week. Toronto’s S&P/TSX Composite Indexedged up 0.8% on news of cooling Canadian inflation and a bailout of Home Capital Group (TSX: HCG) by Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK.A), while New York’s S&P 500 Composite Index held steady with a near-invisible 0.2% gain. The Nasdaq Composite Index remained the outlier, with a 1.8% advance on the week, for a 16.4% year-to-date gain, as tech issues sprung back to life last week, ending two weeks of losses for the Nasdaq. Crude oil rose 0.8% on Friday despite traders’ anxieties about a supply glut. With summer trading seasonality starting to kick in, and not all that much for traders to worry about in the market, gold remained virtually flat on the week.

more...
The Analyst’s Desk
By Reid Baker  | Thursday, June 22, 2017

A SPECIAL REPORT FROM



What’s happening to volatility, and why does it matter? This question seems to pop up more often now. Volatility, as measured by standard deviation (SD), is currently at historic lows. The reasons for that are subject to much debate by market watchers. In practical terms, however, there’s another potential impact that we in the fund risk-rating business are watching closely: The CSA’s new fund risk classification methodology, which is based largely on standard deviation. It’s here that current low volatility levels could affect funds’ risk ratings going forward.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, June 21, 2017

The Vanguard Canadian Short Term Bond Index ETF (TSX: VSB) provides exposure to a portfolio of Canadian government and corporate bonds with maturities that range between one and five years. The index is weighted by market capitalization, and is marked by high credit quality and low volatility, which would make it an attractive component of conservative portfolios.

more...
TAX PLANNING
By Samantha Prasad | Tuesday, June 20, 2017



If you’ve received a Notice of Assessment or Reassessment from the Canada Revenue Agency (CRA), demanding even more money, and you’ve had no luck sorting out the problem the conventional way, your next step is to prepare a Notice of Objection. At this point, your tax file is starting to get serious – and complicated. Here’s a look at the process involved.

more...
Fund Library News
By Fund Library News Wire | Friday, June 16, 2017

By Mike Keerma

* Grocery selloff dampens markets.
* First Asset to terminate Canadian equity ETF.
* Blackrock expands iShares core dividend ETF lineup.
* Canoe to merge funds.

* Grocery selloff dampens markets. The S&P 500 Composite Index and the Nasdaq Composite Index weakened marginally on the week, as investors sold off shares in the intensely competitive grocery sector on news that online retailer Amazon.com Inc. (NASDAQ: AMZN) will acquire grocery chain Whole Foods Market Inc. (NASDAQ: WFM) in a US$13.7 billion buyout. Gains in the energy sector on Friday helped support markets towards the end of the week. However, an overall weekly loss of -1.1% in crude oil contributed to the -1.8% retreat in Toronto’s benchmark S&P/TSX Composite Index on the week.

more...
Financial Education
By Knowledge Bureau | Friday, June 16, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Despite recent reports that Millennials are worried about facing tougher financial times in their retirement, a little information can go a long way for this well-educated generation. Their concern can largely be dispelled by enhancing their tax literacy and boiling down this big issue into four important opportunities that can create significant future wealth.

more...
Fund Library News
By Fund Library News Wire | Thursday, June 15, 2017



By Kurt Reiman, Director, Chief Investment Strategist for Canada

Canada’s surprisingly strong first-quarter GDP report was the best quarterly print since the second quarter of 2014 and led the G7 countries, but investors shouldn’t assume more of the same from the economy in the months ahead.

more...
 
:: STOCK SEARCH
Find a Stock

(Leave blank for all)
Symbol   Name
:: MEMBER SERVICES
Username:
Password:
Forgot your password?
Register now
Tech Support
:: USEFUL LINKS
For general inquiries, please email the Librarian.
 
Home |  Features |  Member Services |  Tools |  Funds |  About Us
For any questions or problems with this site, please contact the Librarian.
Page ID: 20:03:0000:00000000:9/19/2016:12:02:29 PM Duration of this visit: 0 sec.