Knowledge Centre

Monthly Insight

SURGING OIL PRICE = GOOD EQUITY MARKETS October 2019
Contrary to popular belief, on a global scale there is very little correlation between the stock market and oil prices. Generally stock prices rise and fall based on future corporate earnings reports, intrinsic values, investor risk tolerances and many other factors.
ENERGY STOCKS VS. OIL PRICES September 2019
Investing in energy stocks can be a feast-or-famine experience. The highs are sheer bliss while the lows can be excruciating. It seldom seems as though there is any middle ground. There is, of course, one major catalyst that works to exaggerate the moves to the upside or downside. The price...
BETA VS. RETURN August 2019
Diversification by spreading monies across multiple asset classes is the cornerstone of modern investment theory. If investors choose the right classes then they can limit potential losses without compromising potential gains. In this era of high volatility, investors are constantly looking at different parameters such as earnings per share growth...
CHERRY-PICKING July 2019
Cherry-picking is the practice of presenting the results of a study that best supports your argument, instead of reporting all the findings. If you start with an open mind, that is perfect; however if one sets out to prove what one already believes, you are at the least misinterpreting the...
DAYTIME IS FOR LOSERS June 2019
A widespread misconception is that the stock markets are only open in the daytime. This is wrong considering that stock markets continue to work during the night. In fact, it appears that the daytime market is not where the best results are obtained. Overnight is when the real money is...
RIDE THE RALLY May 2019
The current Canadian stock market rally has reached 16.9% so far this year and it appears to be in good shape to continue roaring right along. Should we be celebrating? There is certainly a strong bullish case to be made because after market declines (including 2018) going back to 1924,...
THE TRUE COST OF ETFS April 2019
Most investors know that passive Exchange Traded Funds (ETFs) are low cost investment vehicles, correct? Well, almost right! Passive ETFs are “designed” to track an index or market at a low cost. ETFs may be relatively cheap from a Management Expense Ratio (MER) perspective but the costs don’t stop there....
On The Way Up, Again March 2019
Many investors were all too willing to bail on stocks recently as their prospects looked quite dim. Of course, the same was being said of the market in early 2009 when the world was thought to be on the edge of financial ruin. The reality was that the first part...
The Other January Effect February 2019
Most investors have heard of the January Effect which is the observation that January has historically been the best month to be invested in stocks. This year was particularly good with Canadian and U.S. markets up 8.7% and 8.0% respectively. However, there is another January effect which states that, “as...
Balancing Risk & Reward January 2019
One of the core pieces of information in the financial planning process is the assumption of what the future return for a portfolio could be. Certainly, higher returns are more desirable as they generate greater spending power and/or the potential to achiever goals sooner. Of course, the standard caveat is...

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