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Canadian Mining Companies - Is now a good time to buy?
Last week's look at the environmental, social and governance aspects of Canada's largest mining companies found most to be taking such matters seriously. It's a good start but an investor wants to know...
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Investing Ideas from Norway, Home of a Humungous Pension Fund
When we reviewed the investing practices of Canada's three largest pension funds a few years ago, we discovered a number of ideas useful to individual investors. However, we also found that some of...
View ArticleGreen Bonds - The Fixed Income Way to Invest by ESG/SRI Principles
Investing in equities that meet ESG / SRI criteria is well established in Canada. Investors can pick from a reasonable smattering of mutual funds and ETFs, or pick out companies that either rate better...
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Risk Tolerance: Why and How to Measure Your Own
It is standard best practice for a professional financial advisor to understand a client's risk tolerance. Since we, as DIY investors, have to be our own financial and investment advisor, that means we...
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Risk Capacity: What is your capacity and does it match your tolerance?
Last week's post on risk tolerance mentioned that an investor's own financial situation can create more or less leeway to withstand the bad effects of poor investing results without permanent...
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Risk Need - Figuring out how much risk you need to take
Risk is always part of investing but how much do you actually need to take? The last component of any investor's risk profile to go along with risk tolerance /attitude and risk capacity is the need to...
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What's up, or should we say down, with REITs?
Investors with real estate holdings (REITs) have been feeling the pain of downside through the past year. While the overall Toronto stock market has moved higher, real estate has fallen quite...
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Are Stocks less, or more, risky in the long run?
Today we look at an investing question that divides investing and finance heavyweights like Vanguard founder John Bogle, Wharton School professor and best-selling Stocks for the Long Run author Jeremy...
View ArticleWhat are the important long term investing risks? (Volatility is NOT one of...
Last week's post on the riskiness of stocks in the long run highlighted the fact that historically equities have performed very well over long holding periods despite being subject to massive...
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Holiday cheer alternative - Investing in wine and whisky
Forget gold. Laugh if you wish but wine and whisky can also be considered an investment. In The Price of Wine, professors Elroy Dimson, Peter Rousseau and Christophe Spaenjers recently discovered that...
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Top-100 Canadian CEOs Update: Who is the most Over-Paid?
The Canadian Centre for Policy Alternatives' Hugh Mackenzie has come out with All in a Day's Work? (CEO Pay in Canada) which shows how much the best paid 100 CEOs of Canada's biggest public companies...
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Canadian CEO Pay Update: Who earned their pay by rewarding investors?
Last week we threw some mud at companies that paid their CEOs handsomely while investors suffered. This week we look at the good side of the ledger for investors, where CEO and top executive pay may...
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Tax Planning for Investors in or near Retirement: Age Credits and OAS Clawbacks
Many if not most investors are aware of the fact that eligible Canadian dividends held in a non-registered taxable account are grossed up before inclusion in income. From 2012 onwards, the gross-up on...
View ArticleTaxes 2014: Compendium of Links & Resources for Filing 2013 Income Tax
Tax season is starting. The Canada Revenue Agency will soon open up the NETFILE online electronic tax filing service to receive returns electronically. It's time for Canadian investors to start getting...
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How does RBC's new Canadian Dividend ETF compare?
The ETF market in Canada took another step towards greater competition this month with RBC's launch of five new equity dividend-oriented ETFs, covering Canada, the USA (a US dollar version and a...
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Dividend Stock Olympics - The 15 Canadian Medalists
Inspired by the upcoming start of the 22nd Olympic Winter Games in Sochi, we decided to look at what's inside the Canadian equity dividend ETFs that we reviewed last week to pick out the athletes...
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Canadian Equity Market Darlings and Dogs: February 2014 Update
February 14th being Valentines Day, it's a good time time for our semi-annual look at the Canadian equities market to see which sectors and companies the market loves (theĀ Darlings) or shuns (the...
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Convertible Debentures: the Certs mint of investments
Many years ago a famous TV commercial for Certs featured a debate as to whether it is a candy mint or a breath mint.<iframe width="420" height="315" src="//www.youtube.com/embed/E8zwnXjIjPM?rel=0"...
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Tax-efficient Fixed Income for Non-registered Taxable Accounts
Some investors, especially those in high income brackets or those who save a lot, may have run out of RRSP and TFSA room, yet still want or need (e.g. because of a target asset allocation) to hold...
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How to Avoid the Misery of T1135 Foreign Holdings Disclosure
When we last wrote about the T1135 Foreign Income Verification Statement, the form required by the Canada Revenue Agency when certain specified foreign assets of a Canadian taxpayer exceed $100,000 in...
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