DUNDEE CORP. $9.40 – Toronto symbol DC.A

DUNDEE CORP. $9.40 (Toronto symbol DC.A; Aggressive Growth Portfolio, Finance sector; Shares outstanding: 74.3 million; Market cap: $698.4 million; Price-to-sales ratio: 0.9; SI Rating: Average) is a holding company with subsidiaries in three main areas: wealth management, real estate and resources. The company’s main asset… Read More

Look beyond banks in Finance sector

These four financial companies tend to be more volatile than Canada’s big-five banks. But they are all leaders in their niche fields, and offer strong growth prospects, particularly as the economy begins to recover.

We feel that conservative investors should diversify their finance-sector holdings with… Read More

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. Portfolio management involves choosing investments for your portfolio. These selections are based on your… Read More

Buy for a market rebound

DUNDEEWEALTH INC. $5.69 (Toronto symbol DW; SI Rating: Speculative) (1-800-301-6745; www.dundeewealth.com; Shares outstanding: 118.3 million; Market cap: $673.4 million) manages investments and operates a brokerage business. It also provides financial-planning and investment advice.

DundeeWealth reported a loss of $126.3 million, or $0.89 a share, in the… Read More

DUNDEE CORP. $5.10 – Toronto symbol DC.A

DUNDEE CORP. $5.10 (Toronto symbol DC.A; Aggressive Growth Portfolio, Finance sector; Shares outstanding: 74.3 million; Market cap: $378.9 million; Price-to-sales ratio: 0.3; SI Rating: Average) is a holding company with subsidiaries in three main areas: wealth management, real estate and resources. Its main asset is… Read More

Look beyond banks for Finance growth

We continue to recommend that all investors own at least two of Canada’s big-five banks. But these should not be the extent of your financial holdings. Other types of financial investments, such as high-quality insurance companies, should play a role in your portfolio, as well.

Here… Read More