Every day, it seems, we read a sad story of how a Canadian has been scammed in one way or another. Be it a cryptocurrency trading scam, a Facebook Marketplace scam, an email phishing scam or something else, we are constantly reading about some poor individual, usually an older person, losing thousands, even hundreds of thousands, of dollars to an ingenious scam. Most of the time, the scammers can’t be prosecuted because there is either simply no trail to follow or the trail leads to another country where prosecution is difficult, if not impossible. The onus is on individuals to prote ..read more

Weekly stock market update & five stock related articles we thought were a must-read this week ..read more

Listen on Spotify Join Chris and Zach as they discuss a couple of interesting ETFs, spotlight a few Canadian small-cap stocks, talk about upcoming earnings they are watching, review hedging strategies for investors, and play 'guess that chart ..read more

New Podcast Episode In this episode, Chris and Zach discuss a couple of interesting ETFs, spotlight a few Canadian small-cap stocks, talk about upcoming earnings that they're watching, review hedging strategies for investors, and play 'guess that chart'. Listen on Spotify   Special Report We have released a special report analyzing 10 Canadian small-cap names that have recently demonstrated solid momentum in both fundamentals and share price, that we feel can generate attractive returns for investors Read the special repo ..read more

In this edition of ‘Stock Teasers’, we are going to be looking at Canadian stock outliers using a unique screener in each edition. The screeners have two main variables, of which will change each time, and the end goal is to find a group of stock outliers on the graph and identify why they might be outliers. Canadian Stock Outlier Screener We have used the following variables across the Canadian stock universe: Return on Capital (ROC) in the most recent fiscal year and 5-year EBIT CAGR. Combining two variables gave investors a decent economic picture of how fast companies grew their earnings w ..read more

 The TSE Index was up 3.8% in the month of March, 5.8 % YTD and 5.5% over the past year. Canadian GDP was up 0.2% in the 4th quarter of 2023 and 1.1% for the full year; in the USA the GDP was up 3.3% for the 4th  quarter and 6.3% for the full year. Canadian inflation rate was 2.9% annually in March 2024 and the US annual rate was 3.5% in March 2024. With this background, the following Table presents the highest and lowest performers for the month of March, 2024.   ..read more

Weekly stock market update & five stock related articles we thought were a must-read this week ..read more

ETF Strategy: Hamilton Canadian Financials Yield Maximizer ETF (HMAX): HMAX is designed to provide high monthly income from Canada’s 10 largest financial services companies. The ETF uses an active covered call strategy to enhance monthly distribution income and reduce volatility. HMAX generates higher monthly income by writing at-the-money covered call options. Approximately 70% of the fund is weighted toward the ‘Big 5 banks’ (RBC, TD, CIBC, BNS, BMO). HMAX’s strategy seeks to benefit from income while also allowing for capital appreciation and protection against downside risk by only writing ..read more

For many investors, ETFs serve as one of the most efficient investment vehicles offering flexibility and broad market exposure. The market for ETF products has seen significant growth over the previous few years, and now there are numerous options and styles available. However, for Canadian investors, products denominated in Canadian Dollars can be more limiting in certain strategies/investment styles compared to US Dollar denominated funds. One workaround that asset managers have been utilizing to combat this problem is by offering CAD hedged versions of their ETFs denominated in USD. We will ..read more

Weekly stock market update & five stock related articles we thought were a must-read this week ..read more