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
Wealth Management
Our portfolio investing advice on 3 Canadian stocks
Members of our Inner Circle service often ask for our portfolio investing advice on stocks they are thinking of buying that we don’t cover in our newsletters. These companies range from the most speculative penny mines to large multinational corporations.

Many of these stocks fall into a grey area....
3 min read
Jim Bates
Wealth Management
Owning the right number of stocks is key to a successful portfolio management strategy
There’s no limit to the range of investment questions that members of Pat McKeough’s Inner Circle get to ask me and my investment associates.

Many members ask us about specific investments (such as stocks, exchange-traded funds and income trusts), that they are thinking of buying or selling....
2 min read
Jim Bates
Wealth Management
4 easy-to-make errors that can kill the returns on your stock portfolio
Here are four common mistakes investors make when buying (or selling) stocks. By avoiding them, you stand a better chance of improving your returns — and cutting risk — in your stock portfolio:

1. Failing to take a broad view: When making investment decisions, it pays to take a wide range of relevant facts — positive and negative — into account....
2 min read
Jim Bates
Wealth Management
This common portfolio investing mistake can kill your profits
Sometimes a stock moves downward and creates what we consider a buying opportunity. We apply the term when we feel an attractive stock has dropped in price for reasons that are of a passing nature, or that are exaggerated in investors’ minds.

This shouldn’t be confused with “averaging down.” That’s when you buy more of a stock you own that has fallen in price, mainly to lower your average cost per share....
2 min read
Jim Bates
Wealth Management
How one big idea can hurt your portfolio investing results
At Successful Investor Wealth Management, we sometimes get questions from investors who are looking for one great stock pick, or one big idea, that can quickly make them rich.

Beginning investors often start their portfolio investing with these types of ideas....
2 min read
Jim Bates
Wealth Management
Cut your risk with our conservative portfolio investing philosophy
A market slump like the one we’ve experienced since 2007 demonstrates the appeal of a conservative, risk-averse portfolio investing philosophy like ours. While the well-established companies we invest in may not fly as high as speculative stocks when the market is soaring, they hold up much better in market downturns.

As part of our portfolio investing strategy, we diversify by spreading the investments of clients of our Successful Investor Wealth Management service out across the five main economic sectors (Manufacturing & Industry; Resources; Consumer; Finance; Utilities), even when much of the market’s action is concentrated in one or two industries or sectors.

That’s because the market’s hottest segments can unpredictably jump from hot to cold....
2 min read
Jim Bates
Wealth Management
Portfolio management vs. financial planning
When investors are considering hiring us to manage their portfolios through Successful Investor Wealth Management Inc., they sometimes ask about the difference between portfolio management and financial planning.

It’s a good question....
2 min read
Jim Bates
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