Jim Bates

Jim is an associate editor at TSI Network. He is the lead reporter and analyst for The Successful Investor and Wall Street Stock Forecaster and a member of the Investment Planning Committee. Jim has held the Chartered Financial Analyst designation since 1992 and spent more than a decade at the Financial Post DataGroup before joining TSI Network. He has a Bachelor of Commerce degree from the University of Toronto.

Posts by the author
Growth Stocks
RTX Keeps Adding to Its Strong Backlog
RTX Corp. (formerly Raytheon Technologies Corp.) hits new all-time highs on unprecedented global demand.
4 min read
Jim Bates
Value Stocks
Finning International Has a Surging Backlog Amid Mining and Infrastructure Boom
2 min read
Jim Bates
McDonald's Corp. plans to keep aggressively opening locations to continue to power its sales.
Blue Chip Stocks
McDonald’s Reports Higher Sales Despite Economic Headwinds
2 min read
Jim Bates
Growth Stocks
This spinoff stands out among tech stocks
We hardly ever recommend buying new issues when they are first sold to the public, and often stay away from them for months, if not years, afterward. That’s because new issues often come to market when it’s a good time for the company and/or its insiders to sell, but that’s not necessarily a good time for you to buy. Spinoffs are in many ways the opposite of new issues. Companies often do spinoffs when they feel it isn’t a good time to sell. Instead, they choose to hand out shares of the new firm to their shareholders. That often results in buying opportunities. (In a just-published issue of Wall Street Stock Forecaster, our newsletter for investing in the U.S. markets, we update our buy/sell/hold advice on a spinoff whose shares have risen over 21% since September. See below for further details on this tech stock’s outlook.)...
2 min read
Jim Bates
Wealth Management
Money management: Why you should be wary of “model” portfolios
These days, some of the most misleading ads you’ll see concern so-called “model portfolios.” All too many brokers use these model portfolios to build their money management business.

For instance, one recent ad claimed that its model portfolio turned $100,000 in 2000 into more than $1.7 million by 2009....
3 min read
Jim Bates
Wealth Management
Investor Toolkit: 4 portfolio management balancing acts for lower-risk gains
Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re a new or experienced investor, these weekly updates are designed to give you a specific advice on successful investing, including tips on portfolio management. Each Investor Toolkit update gives you a fundamental tip and shows you how you can put it into practice right away....
2 min read
Jim Bates
Wealth Management
Investor Toolkit: Look beyond share prices for higher portfolio investing profits
Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re a new or experienced investor, these weekly updates are designed to give you specific advice on the fundamentals of successful portfolio investing. Each Investor Toolkit update gives you a fundamental portfolio investing tip and shows you how you can put it into practice right away.

Today’s tip: “Base investments on value, not stock price flip-flops”

Stocks go up and down every day....
2 min read
Jim Bates
Wealth Management
Portfolio management: How we assess goodwill risk
As part of our portfolio management strategy, we put a lot of importance on the amount of goodwill that a company carries as an asset on its balance sheet.

(We provide personal, in-depth portfolio management services to a small group of investors through Successful Investor Wealth Management....
2 min read
Jim Bates
Wealth Management
Investment warning: The limelight is a dangerous place to shop for your stock portfolio
When building your stock portfolio, it’s crucial to follow our advice on downplaying stocks that seem to be near-universally recommended by brokers and are getting a lot of favourable media coverage. That’s because, in investing, familiarity can breed excessive feelings of comfort, security and performance.

(Downplaying stocks in the broker/public relations limelight is part of our three-part investing program....
2 min read
Jim Bates
Wealth Management
This portfolio investing strategy could lead to big profits — but use caution
With interest rates still near historic lows, borrowing money to invest continues to look like an attractive portfolio investing strategy.

Today, you can borrow for as little as 3.5% if you use your home as collateral. Over long periods, the total return on a well-diversified portfolio of high-quality stocks runs to as much as 10%, or around 7.5% after inflation....
2 min read
Jim Bates
Wealth Management
Investor Toolkit: An easy way to make higher profits in your stock portfolio
Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re a new or experienced investor, these weekly updates are designed to give you specific advice on the fundamentals of successful investing. Each Investor Toolkit update gives you a fundamental tip and shows you how you can put it into practice right away.

Today’s tip: “Stock portfolio turnover costs money, so buy investments that you might want to hold on to indefinitely.”

Investors often wonder how often they should sell investments they own and buy new ones....
2 min read
Jim Bates
Wealth Management
Cut your risk with our 3-part portfolio management strategy
One of our Successful Investor Wealth Management clients recently turned 70, and he wonders what effect this should have on his portfolio management. He now has 85% of his portfolio in stocks, 15% in short-term T-bills and zero in long-term bonds and other long-term fixed-return investments.

This Successful Investor Wealth Management client has a pension that provides most of the cash flow he needs....
3 min read
Jim Bates
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