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no-cover
June 29, 2015
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A Synthetic Long Stock Strategy For Canadian Banks

Jason Ayres

Canadian bank stocks have been somewhat unfavorable this year. Concerns about the Canadian economy, the impact of low oil prices and the pressure on lending margins from lower interest rates have had many investors questioning just how much more upside can be expected. The chart below is a snap shot of the weekly price action...

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9 years ago
no-cover
June 22, 2015
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Playing the Weak Loonie

Richard Croft

The Canadian dollar has fallen on hard times. The Canadian dollar tends to follow West Texas Crude so it’s not surprising to see our Loonie trading close to 80 cents US. With lower Canadian interest rates and a US rate hike all but assured the Loonie may week stay in its current range for some time. If you buy into that...

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9 years ago
no-cover
June 05, 2015
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Hedging Canadian Market Risks

Patrick Ceresna

In full disclosure, it is my intention to be contentious in my views as I am disappointed by the lack of diverging opinions. The Canadian economy is in trouble and it is likely to get far worse than better and it is unlikely that the passage of time will fix the problem. Here are some simple truths you must consider when...

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9 years ago
no-cover
May 19, 2015
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Understanding How to Exit before you Enter

Richard Croft

Option trading is rarely static. Cost / benefit metrics can change quickly causing one to rethink whether the initial assessment underpinning a trade is still in play. Often follow up strategies are required to either minimize losses on trades that miss the mark or up the ante on profitable positions. Ideally, follow up...

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9 years ago
no-cover
May 19, 2015
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TFSA Contribution Levels Raised

Jason Ayres

Announced late April, but effective as of January 1st 2015, Canadians are now entitled to contribute $10,000.00 to their Tax Free Savings Account on a yearly basis, up from $5,500.00 last year. As of now, it makes the total contribution limit $41,000.00. According to news sources, the Liberals are on record opposing this...

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9 years ago
no-cover
April 29, 2015
Other

Hedging the Canadian Economic Recovery

Patrick Ceresna

On February 24, 2015, Stephan Poloz, Governor of the Bank of Canada made the following statement: “The negative effects of lower oil prices hit the economy right away, and the various positives—more exports because of a stronger U.S. economy and a lower dollar, and more consumption spending as households spend less on...

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9 years ago
no-cover
April 27, 2015
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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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9 years ago
no-cover
April 17, 2015
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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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