Last updated: Aug-21-2014

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

ARTICLE ARCHIVE
8/22/2014 9:43:55 AM
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.

 

INVESTMENT INSIGHT
By Patrick McKeough | Monday, August 18, 2014

 

Wise investors always value dividends, but many investors don’t realize that share buybacks can be just as valuable as dividends, and in some cases, more so. Dividends are in fashion with investors, and that’s a good thing. But it’s odd that while investors periodically crave cash dividends, they rarely get excited about stock buybacks.

more...
Fund Library News
By Fund Library News Wire | Friday, August 15, 2014

Despite a retreat on Friday, the big North American indexes closed Friday with week-over-week gains as positive U.S. industrial growth offset geopolitical tensions and stalling growth in the eurozone. The S&P 500 Composite Index gained 1.2% on the week, while Toronto’s S&P/TSX Composite advanced 0.7%.

more...
Estate Planning
By Margaret O'Sullivan | Thursday, August 14, 2014

The world is only getting smaller, not bigger. We move around more. We live for extended periods and purchase property in other countries. But this unprecedented global mobility has also raised some complex legal issues we should all be aware of.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, August 13, 2014


The GBC Growth and Income Fund proves that good things come in small packages. With just a little over $66 million in assets under management, this offering from Pembroke Private Wealth Management has managed itself into first-quartile performance over the past seven years, handily outperforming its peers in the Canadian Equity Balanced category, and earning it the Fundata FundGrade® A-Grade for June as well as two consecutive Fundata FundGrade A+ Ratings, in 2011 and again 2012.

more...
Financial Education
By Knowledge Bureau | Tuesday, August 12, 2014

TAX PLANNING FROM KNOWLEDGE BUREAU
  

The start of the school year is just around the corner, and now is a great time to think about the tax benefits of post-secondary studies in order to be organized come year-end. Here’s a quick look at the ins and outs of the key education tax credit available to students (and their parents).

more...
Fund Library News
By Fund Library News Wire | Friday, August 08, 2014

After last week’s steep losses, stock markets leveled off this past week, as investors regained some confidence. Canadian stocks ended the week just below breakeven, as the S&P/TSX Composite Index posted a hairline –0.1% loss, with Canada’s six big banks getting a credit rating cut from Standard & Poor’s, while the economy produced essentially no new jobs in July. U.S. stocks, meanwhile, posted slim gains on the week, with the S&P 500 Composite Index advancing 0.3%, following a report that Russia is looking for a de-escalation of the Ukraine crisis that it fomented, and the start of U.S. airstrikes against Islamic State militias in northern Iraq.

more...
ADVISOR’S PERSPECTIVE
By Bruce Loeppky  | Thursday, August 07, 2014

Stock markets have risen steadily over the past year, with no major corrections along the way. The end of July saw a broad market decline, but less than the 10% drop that would qualify as a “correction.” In general, markets have been unusually placid. The question is, have they been too quiet? The answer depends on how you’ve allocated assets in your current portfolio.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, August 06, 2014

With the European Central Bank taking aggressive stimulus action, there is a strong possibility that we will see a nice rally in European equities over the next few months. As happened in the U.S., increased liquidity is expected to drive an equity rally, pushing stock prices higher. Should things play out that way, I thought it would be fitting to take a look at the best ways to play Europe.

more...
THE FUND INSIDE
By Olev Edur | Tuesday, August 05, 2014

After two straight years of losses, the Precious Metals Equity fund category has roared back, returning an average return of 34.5% in the first six months of 2014. And there could be more to come, according to Chris Beer, vice president at RBC Global Asset Management in Toronto and senior portfolio manager of the RBC Global Precious Metals Fund.

more...
INVESTMENT INSIGHT
By Patrick McKeough | Monday, August 04, 2014

 

Every industry and group has its own special jargon. This specialized language always has the same purpose. It simplifies communications within the industry, and helps make insiders feel they are part of a tightly-knit community. It also helps the group pursue its goals. It shapes concepts that will establish lines of thought and discussions that match the industry’s view of the world. But it can be confusing for those who are not insiders in the group.

more...
Fund Library News
By Fund Library News Wire | Friday, August 01, 2014

Stock markets lost ground on the week, as a sudden two-day selloff on Thursday and Friday, triggered by Argentina’s sovereign debt default, pushed most stock indexes into the red for both the week and the month. The exception was Toronto’s S&P/TSX Composite Index, which lost 1.6% on the week, but advanced 1.2% through July, and remained 11.7% ahead for the year to date.

more...
INSURANCE
By Susan Yates | Thursday, July 31, 2014

Is life insurance a true financial asset? In some provinces it is, and you can sell a policy like any other financial asset you own (see my article on this). However, for incorporated businesspeople and professionals, it may be possible to transfer a personal life insurance policy to a corporation or other prescribed entity, especially if the shareholder faces medical or health problems that make purchasing new insurance too costly.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, July 30, 2014

    
With worries over the European economic situation lessening, European equities have been on a pretty strong run of late, with the Chou Europe Fund leading the European Equity mutual fund pack. It was one of the top performers over the five years ending June 30, gaining an average of 16.3% per year. For the past year alone, it gained an impressive 27%. The fund kept its Fundata FundGrade® A-Grade for June, and achieved the Fundata FundGrade A Rating™ in 2013.

more...
Financial Education
By Knowledge Bureau | Tuesday, July 29, 2014

TAX PLANNING FROM KNOWLEDGE BUREAU
By Evelyn Jacks

  

Retroactive tax hikes hurt family financial plans and make it difficult for them to responsibly plan for their financial futures. Yet, that’s exactly what’s at stake with Ontario’s significant tax hikes on high earners and small business, reintroduced in its July 2014 budget. To preserve wealth in 2014 and offset higher taxation on income, planning to minimize personal tax during work life and at retirement must begin immediately for business owners, employees with higher incomes, and in particular, with executors who will preside over a significant untaxed estate.

more...
Fund Library News
By Fund Library News Wire | Saturday, July 26, 2014

Toronto’s S&P/TSX Composite Index gained 1.2% on the week, on broad-based strength across the market, as positive earnings from Canadian National Railway Co. (TSX: CNR) and Loblaw Cos. (TSX: L) goosed investor sentiment, sending the index to a record-high close of 15,455.04 on Friday. U.S. stocks closed the week flat on a weak earnings report from Amazon.com Inc. (NASDAQ: AMZN) and softer outlook from Visa Inc. (NYSE: V).

more...
The Analyst’s Desk
By Reid Baker  | Thursday, July 24, 2014

Are funds that use socially-responsible investing (SRI) criteria doomed to poor performance? In a word, no. As always, performance and risk data tell the tale, so I did some research, comparing SRI and non-SRI funds to see if there’s any merit to the stigma attached to SRI funds’ performance. The results are surprising.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, July 23, 2014

Quick – how did your portfolio perform last year? Is that good or bad? While it might be great to see that your portfolio gained 20%, how do you know if that is really what it should have been? The answer is to measure your portfolio against an appropriate benchmark.

more...
THE ETF INVESTOR
By Wilfred Hahn | Tuesday, July 22, 2014

Despite powerful new initiatives by policymakers and central banks, the world’s economy remains riven by problems and a continuing slow expansion. Even in an era where there are more central banks than ever before; which as a group are more unified in their theories than ever, the fruits of their interventions have been more disappointing than ever before. If central banks and the world’s leading policymakers are in a state of befuddlement, lost in unfamiliar terrain with an old map and a broken compass, then what are investors, savers, and money managers to conclude? Maybe it’s time to sight in a new compass.

more...
INVESTMENT INSIGHT
By Patrick McKeough | Monday, July 21, 2014

 

Value investing’s good reputation owes a great deal to Warren Buffett, but he and other successful investors owe their success to much more than just one relatively narrow approach to the market. Last time, I pointed out that learning what not to do can be the hardest and costliest part of an investor’s education. I focused on how this applies to technical analysis – the practice of trying to base investment decisions on past trading and market history. I want to expand on what I said, since the idea applies to a wide range of narrow approaches to investing, including the almost sacrosanct principle of value investing.

more...
Fund Library News
By Fund Library News Wire | Friday, July 18, 2014

A rally on Friday retraced losses suffered in the major North American markets earlier in the week after Ukraine accused Russian-backed separatist militia in Eastern Ukraine of shooting down a Malaysian Airlines passenger jet with a Russian-supplied surface-to-air missile battery. But bargain hunters stampeded back into stocks on Friday, as shares of Google Inc., the world’s third-largest company, surged 4.2% on Friday after the company reported revenue that topped street estimates.

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: 20:03:0000:00000000:7/3/2014:1:08:38 PM Duration of this visit: 0 sec.