asset management

We first recommended specialty insurer Trisura in the third issue (December 2017) of TSI Spinoffs & Takeovers. It has not disappointed us.


Trisura took its current form on June 22, 2017, when Brookfield Asset Management Inc. (Toronto symbol BAM.A) spun it off as a separate company....

The success of the COVID-19 vaccination rollout is letting more businesses re-open. Consumers also continue to repay their loans on time. As a result, the Office of the Superintendent of Financial Institutions has increased the minimum capitalization ratio (CET1, or Common Equity Tier 1) for Canada’s banks to 10.5%....

This month we take a look at a new healthcare ETF from TD Asset Management, plus a very unique ETF from Horizons that focus on companies looking to develop psychedelic drugs for the treatment of mental illness.


TD Asset Management recently launched the TD Global Healthcare Leaders Index ETF $15.57 (Toronto symbol TDOC)....

Over the last few years, more and more ETF managers have launched funds focused on taking environmental, social, and governance (ESG) factors into account.


Sustainable investing offers some investors a lot of conceptual and emotional appeal. But does investing in these kind of stocks hurt your portfolio returns? Yes and no.


One way investing in sustainable ETFs can hurt performance is the ethical criteria used by some funds to select stocks could keep you out of promising investments with the power to boost your long-term portfolio returns....

This month we take a look at new cryptocurrency ETFs from CI First Asset.


CI Global Asset Management recently launched the third Canadian ETF that invests in the cryptocurrency Bitcoin, the CI Galaxy Bitcoin Fund $10.11 (Toronto symbol BTCX)....

For parents or grandparents who wish to save for their children’s future, there are few better ways than to invest in a diversified portfolio of high-quality, growing companies. Here are two ETFs that can help investors achieve that goal. And even better, these same ETFs are great portfolio additions at any age! Meanwhile, please also see the Supplement on page 49 for more information.


BMO S&P/TSX CAPPED COMPOSITE ETF $25.79 (Toronto symbol ZCN; TSINetwork ETF Rating: Aggressive; Market cap: $5.4 billion) invests in publicly listed Canadian companies.


The ETF tracks the S&P/TSX Capped Composite Index....

IAC/INTERACTIVE CORP. $238 is a buy. The Internet and media company (Nasdaq symbol IAC; Manufacturing & Industry Sector; Shares outstanding: 85.3 million; Market cap: $20.3 billion; No dividend paid; Takeover Target Rating: Lowest; www.iac.com) still plans to spin off its Vimeo business as a separate company....

Last month we recommended some international ETFs—but at the same time, we noted that Canadian investors often have a bias for investing in their home markets. And we agree with that bias—we still recommend that most Canadians hold the bulk of their portfolios in Canadian stocks, or ETFs that hold those stocks.


Here we highlight two ETFs that invest in top Canadian stocks....

Banks and other financial services firms suffered in early 2020 as the pandemic took hold. But most have since bounced back. Meanwhile, once COVID-19 eventually subsides and economic activity strengthens, the best of these stocks should be strong performers. That’s all the more so because the pandemic has accelerated their shift to online services as a way of servicing clients while cutting costs.


Here are three ETFs—among them two Canadian-listed funds—that provide investors with exposure to U.S....

Broadridge is far from a household name, except in households where most members work in the investment business. Since Automatic Data Processing (symbol ADP on Nasdaq) spun it off in 2007, the company has become a key provider of services to financial, brokerage and wealth management firms.

We added Broadridge to our recommendations in the February 2008 issue of Wall Street Stock Forecaster as a buy at $22 a share....