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no-cover
April 27, 2015
Other

Strategies for Income Investors seeking Yield

Richard Croft

Income hungry investors continue to ramp up their risk appetite in order to collect extra basis points in yield. Bonds continue to defy gravity as foreign investors flock to the safety and higher yield in North American fixed income assets. Canadian bonds have turned in strong returns as witnessed by the iShares Broad Bond...

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4 years ago
no-cover
April 17, 2015
Other

Hedging a Diversified Portfolio

Jason Ayres

It is an accepted reality among investors that we are living in a global economy. If you take a look at when most of the volatility in the equity markets has occurred, it is generally around a Bank of Canada (BOC), Federal Reserve Open Market Committee (FOMC) or an European Central Bank (ECB) rate announcement and subsequent...

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4 years ago
no-cover
March 30, 2015
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Have the Rail Stocks Been Derailed?

Patrick Ceresna

The past 4 years have been great for railway stocks. The boom in energy and exportation of resources since 2011 has seen revenues and profits soaring. Investors that participated in this story have been handsomely rewarded with stocks like Canadian Pacific Railway having risen 400% off of its 2011 lows. While I do not want to...

529
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4 years ago
no-cover
March 13, 2015
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TD Bank Long Term Call Management

Jason Ayres

Back on January 30th, I posted a blog outlining a strategy to limit your risk for a longer term bullish position on TD Bank. For full details please reference What About The Banks? I suggested that with TD shares trading at $51.00, we could purchase call options at the $52.50 strike price expiring in January 2016 for $2.99 per...

549
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4 years ago
no-cover
March 02, 2015
Other

A Eurozone Play

Richard Croft

On January 15th, the Swiss National Bank (SNB – Switzerland’s central bank) removed its’ self-imposed restrictions on the Swiss Franc. A major shift in policy shrouded in secrecy at a time when central banks had been trying to be more transparent, which many felt would have dire consequences for the Swiss economy....

548
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4 years ago
no-cover
March 02, 2015
Other

Hedging the Currency Impact on Canadian Stocks

Patrick Ceresna

Canadian investors started the year with a pleasant surprise as the Canadian market and many Canadian stocks performed relatively well. We suggest a little digression to understand the precipitating factors that have driven this rise. Over the last 6 months, we have seen a dynamic shift in Canadian economics. Canada has been...

601
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4 years ago
no-cover
February 17, 2015
Other

Catching a Falling Knife

Jason Ayres

Back at the end of January, Richard Croft posed the question “Has Oil Bottomed?“. At the time of publishing, oil was trading at around $46.00 per barrel. In his article, he cites a number of supply and demand and geo-political considerations supporting the potential for range bound trading activity between $40.00...

596
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4 years ago
no-cover
February 17, 2015
Other

Hedging Interest Rate Risk

Richard Croft

This past week we saw some indications that longer term interest rates may actually rise. Something investors have been talking about for the past two years! It is not that interest rates will rise significantly, it is more about what impact any change in mindset will have on your portfolio. More importantly, what steps can one...

571
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4 years ago
no-cover
February 02, 2015
Other

Consumer Skepticism

Richard Croft

A number of the big name oil companies are reporting earnings this week and many analysts think that the numbers may be worse than expected, which is to say worse than numbers that have already been revised downward. Still, this is one case where you might want to take the numbers with a grain of salt. Let’s face it, tighter...

596
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4 years ago
no-cover
January 30, 2015
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What About The Banks?

Jason Ayres

Since my colleagues have already discussed Canadian Investors’ favorite topics, oil and gold (see Has Oil Bottomed? By Richard Croft and Is the Divergence in Gold and Opportunity? by Patrick Ceresna), I thought I would take a look at Canadian banks. Canadian banks have no doubt come under pressure, dropping an average of...

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4 years ago