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ARTICLE ARCHIVE
11/24/2017 9:03:06 PM
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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.

 

DUE DILIGENCE
By Dave Paterson | Wednesday, November 22, 2017

There is no denying that technology plays a key role in the U.S. economy, both in terms of innovation and invention, as well as the available investment opportunities. Technology is the largest sector in the S&P 500, representing nearly 20% of the market capitalization. The Fidelity Technology Innovators Fund has taken advantage of this trend, with the Series F posting a 5-year average annual compounded rate of return of 29.15%, compared with 8.1% for the S&P/TSX Composite Total Return Index.

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Financial Education
By Knowledge Bureau | Tuesday, November 21, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Knowledge Bureau Staff

With the recently proposed tax reforms, more doors continue to close on opportunities for income-splitting between spouses. However, there is still one key strategy – the inter-spousal loan – that can minimize tax where one person in the couple earns significantly more than the other.

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Fund Library News
By Fund Library News Wire | Thursday, November 16, 2017

 

By Michael Cooke, Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments.

With more than 500 exchange-traded funds (ETFs) listed in Canada, how do you pick the right one for your portfolio? That’s where it all starts. I suggest there are four key criteria for selecting an ETF that can help achieve your investment goals. Your financial advisor can work with you to assess the four criteria during your search.

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DUE DILIGENCE
By Dave Paterson | Wednesday, November 15, 2017



Invesco’s Powershares ETFs have been a strong competitor in the market for some time now. In the fixed-income space, I have two particular favorites, PowerShares Senior Loan Index ETF (TSX: BKL.F) and the PowerShares Tactical Bond ETF (TSX: PTB). Here’s a closer look at these funds.

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Financial Education
By Knowledge Bureau | Tuesday, November 14, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

A few weeks ago, the financial news of the day involved a controversy about the taxation of employee benefits. The Canada Revenue Agency (CRA) was enforcing its interpretation of the law in relation to the taxation of the benefit of receiving employee discounts at work. After a political outcry, CRA backed down, leaving several question marks.

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THE ETF INVESTOR
By Tyler Mordy | Monday, November 13, 2017



Japanese Prime Minister Shinzo Abe’s bold bet on an early election has paid off. Last month, his Liberal Democratic Party (LDP) and its coalition partners scored a thumping victory, securing a “super majority” in both houses of parliament. Japan’s Nikkei 225 Index continues its uptrend. Is it durable?

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ADVISOR’S PERSPECTIVE
By Bruce Loeppky  | Thursday, November 09, 2017

This has been a pretty good year, all things considered. The European and Asian economies are moving along smoothly and America is chugging along. Canada has done its part by posting strong economic results even as oil prices have remained generally low. Our dollar even made some nice gains even as oil prices remained low through most of the year, which doesn’t normally happen. That is where we got the “petro currency” tag some years back. But as always, there are growing risks and storm clouds brewing.

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DUE DILIGENCE
By Dave Paterson | Wednesday, November 08, 2017



In the bond space, there are few shops that are as well respected as Canso, the managers of the FundGrade™ A Grade Lysander-Canso Corporate Value Bond Fund. It’s a “go anywhere,” unconstrained, value-focused bond fund. Using a very thorough, fundamentally-driven credit analysis process, lead manager John Carswell and the team at Canso Investment Counsel look to build a concentrated portfolio of investment-grade and high-yield bonds. The strategy has clearly worked, as the team has delivered consecutive FundGrade A+ Awards in 2015 and 2016.

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Estate Planning
By Margaret O'Sullivan | Tuesday, November 07, 2017



One of the increasing challenges facing parents and other family members today is achieving success in their estate planning – passing on their wealth well. But how should we define “success”? From a professional viewpoint, much of estate planning focuses on ensuring a tax- and cost-efficient transition of wealth to future generations and focuses primarily on financial aspects. But in doing so, have we lost sight of the forest for the trees? What is the overarching purpose of passing on wealth? Is it just about the money?

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Fund Library News
By Fund Library News Wire | Friday, November 03, 2017

* Apple drives U.S. market gains, oil boosts Canada benchmark.
* Horizons launches AI-powered ETF.
* Fidelity debuts innovation-focused fund.


* Apple drives U.S. market gains, oil boosts Canada benchmark.
The major North American stock indices logged another week of gains, with Canada’s benchmark S&P/TSX Composite Index advancing 0.4% on the week, boosted by a 3.2% jump in the price of crude oil, settling near a two-year high of US$55.71 per barrel on Friday. U.S. stock indices basked in the halo effect of estimate-beating quarterly earnings from current market monster Apple Inc. (NASDAQ: AAPL), which surged 2.6% on Friday, nearing a market capitalization of US$900 billion. The S&P 500 Composite Index gained 0.3% on the week, while the Nasdaq Composite Index rose 1%, for a 26% advance in the year to date. Sentiment was further boosted by the U.S. October payroll report, which showed 261,000 new jobs added in the month, and a dip in the unemployment rate, to 4.1% from 4.2% in September. And the appointment of Jerome Powell as the new chairman of the Federal Reserve to replace Janet Yellen at least came as no surprise.

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The Analyst’s Desk
By John Krisko | Thursday, November 02, 2017

A SPECIAL REPORT FROM



The “Three Pillars of Active Management” may sound like the title of a trendy self-help book. While it is self-help of a kind, it won’t help you lose weight or deal with cholesterol. In fact, it’s a relatively new financial theory that serves as the theoretical foundation for an analysis of the actively managed portfolio of an investment fund. And it can be a useful additional tool for investors, analysts, and portfolio managers to add to their arsenal of fund metrics when screening for investments for portfolios.

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THE FUND INSIDE
By Olev Edur | Wednesday, November 01, 2017

It may be described as an exchange traded fund (ETF), but CI Investments Inc.’s First Asset Global Financial Sector ETF (TSX: FSF) is not your typical ETF. It posted a whopping 42.9% one-year return through September 2017. Along with its sister fund, First Asset European Bank ETF (TSX: FHB) with a 49.6% return, it topped the financial services equity fund category for the year. Put that down to portfolio manager John Hadwen’s intensely active management style.

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DUE DILIGENCE
By Dave Paterson | Tuesday, October 31, 2017

Subadvised by Calgary-based Mawer Asset Management, The Manulife World Investment Class is basically the same fund as the highly regarded Mawer International Equity Fund but in a different wrapper. The key difference between the two is that the Manulife offering is targeted at investment advisors, carrying both a higher management fee and embedded dealer compensation. This fund has an MER of 2.55%, which is higher than Mawer’s version.

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Fund Library News
By Fund Library News Wire | Friday, October 27, 2017

By Mike Keerma

* Unstoppable stock indices ride tech wave to new heights.
* Horizons launches international dividend ETF.
* RBC introduces bond and bank ETFs.

* Unstoppable stock indices ride tech wave to new heights.
The surging technology sector and strong third-quarter gross domestic product growth (3.0% annual rate) were the drivers helping power the major U.S. stock indices to another week of record high closes. Strong earnings reports from tech giants Alphabet Inc. (NASDAQ: GOOGL) , Microsoft Corp. (NASDAQ: MSFT), Intel Corp. (NASDAQ: INTC), and Amazon.com Inc. (NASDAQ: AMZN) lifted the Nasdaq Composite Index to a 1.1% gain on the week, closing at an all-time high and its fifth consecutive weekly advance. The S&P 500 Composite Index also felt the tech wind beneath its wings, closing Friday with a 0.3% gain on the week, also with a record high close. Following suit, Toronto’s benchmark S&P/TSX Composite Index ended the week with a record high close of 15,953.51 on Friday, posting a 0.6% gain on the week, as the Bank of Canada kept its key interest rate unchanged at 1%, while the price of crude oil advanced 3.7%.

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TAX PLANNING
By Samantha Prasad | Thursday, October 26, 2017



Often the decision to sell a recreational property is made in the fall, after the summer residence is shut down for the winter. It may be the result of a natural progression, as the younger generation may not be interested or able to maintain the cottage tradition. Or it may be that owning two houses leaves just too little time for that all-important R&R. If the decision to sell is made, however, be aware that there will likely be some major tax consequences. Fortunately, there are some ways to mitigate these.

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DUE DILIGENCE
By Dave Paterson | Wednesday, October 25, 2017

The RBC O’Shaughnessy U.S. Value Fund is a two-time FundGrade A+® Award winner (2012, 2013) whose longer-term performance has fallen off recently. But given how sub-advisor Jim O’Shaughnessy of O’Shaughnessy Capital Management runs the fund, I fully expect the fund to get its mojo back in the not too distant future. In the meantime, the fund has returned an impressive 21% over the past year to Sept. 30.

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Financial Education
By Knowledge Bureau | Tuesday, October 24, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Faced with widespread backlash from professionals, farmers, and small business owners, Finance Minister Bill Morneau has backtracked on a few of the Finance Department’s controversial tax reforms for private corporations, tinkering with some of the proposed changes and adding a tax cut of $2.9 billion over the next five years to douse the flames of discontent. However, family businesses will continue to face tax risk and uncertainty due to a “reasonableness” test – albeit a simplified one – that will limit income sprinkling to contributors of labor, risk, or capital in the business.

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Fund Library News
By Fund Library News Wire | Friday, October 20, 2017

By Mike Keerma

Stock markets in the U.S. closed at record highs again this past week, as the U.S. Senate passed a budget blueprint that would pave the way for the Trump Administration’s plan to reform the unwieldy U.S. tax code. That, along with a purported short list of candidates to lead the Federal Reserve Board, had investor sentiment bubbling even higher, leading the blue-chip S&P Composite Index to yet another record close and its sixth consecutive weekly gain, at 0.9%. The Nasdaq Composite Index also racked up a record high close on Friday, posting an advance of 0.4% on the week. Toronto’s benchmark S&P/TSX Composite Index gained 0.3% on the week, also its sixth consecutive weekly advance, buoyed by strength in the materials sector and gains in financial stocks. Gold, however, retreated 1.8% on the week, while crude oil posted a gain of 1.3%.

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Fund Library News
By Fund Library News Wire | Thursday, October 19, 2017

  

By Mark Brisley, Managing Director and Head of Dynamic Funds

“Preparing for a rainy day” may be the best way to describe the direction of the U.S. stock market with the three most recognized indexes – the Dow Jones Industrial Average, the S&P 500 Composite, and the Nasdaq Composite – having notched solid, double-digit gains to the end of August. Taking a longer view, the current U.S. equity bull market has boosted share prices by about 260% in a little over eight years to the middle of the third-quarter 2017. This makes it one of the longer and stronger uptrends in post-war history. So it’s not surprising that this cycle’s duration – in concert with depressed volatility readings, concerns about narrowing market participation, monetary tightening and stretched valuations – has some investors reviewing their passive U.S. equity ETF allocation.

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DUE DILIGENCE
By Dave Paterson | Wednesday, October 18, 2017

Ethical, or socially responsible, investing has been growing in popularity recently as more people look to do the right thing with their investment dollars. The NEI Ethical Canadian Equity Fund, managed by Calgary based QV Investments, is one of the oldest, and best-managed funds currently available in the socially-responsible investing space. Here’s a look at what makes this fund tick.

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