investing

Investing is the act of purchasing assets with the expectation that they will appreciate in value or generate income over time, ultimately helping to grow your wealth.

Investing involves buying assets such as stocks, bonds, real estate, or other financial instruments with the goal of earning a return. This return can come in the form of capital gains (when the asset increases in value) or income (such as dividends or interest payments).

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Can you correctly define value investing and how it relates to your portfolio? Here’s a quiz to see if you can.
Take advantage of investment advice for young professionals that zeros in on the consistent application of our Successful Investor philosophy and principles

Value investing is one of several investment styles that have over time performed better than the overall market. Other long-term styles with strong track records include small companies, low volatility stocks, and high-quality companies.


The problem for you as an investor is that the winning styles vary over time.


As we highlighted in our October 2018 issue, value stock investors globally have enjoyed a superior long-term performance....


iShares recently published its future megatrends report and launched two new ETFs aimed at capitalizing on them. Here’s your quick look at both of iShares’ new funds. Each one is a buy, but only for aggressive investors willing to bet on the broad unfolding of these industry-disrupting trends.


BlackRock’s iShares recently introduced its new megatrend investing outlook, which includes a line of exchange-traded funds aimed at profiting from structural shifts influencing the global economy and society, generally.


The five megatrends identified are technological breakthroughs, emerging global wealth and shifting economic power, climate change and resource scarcity, demographics and social change, and rapid urbanization.


To profit from these trends, BlackRock introduced two new ETFs:


ISHARES CYBERSECURITY & TECH ETF $25.13 (New York symbol IHAK) invests in companies involved in cyber security and technology, including cyber security hardware, software, products, and services....

ETFs remain popular investment vehicles for investors. In the U.S., total net inflows into ETFs amounted to $197 billion (for the year to the end of September). This was about the same as 2018, which saw record inflows. Canadian ETFs attracted net new money of $15.5 billion so far this year (up to the end of August)....
Avoid a strict value company vs growth company strategy and instead focus on high-quality examples of each investment type for the biggest portfolio gains
A: TransAlta Renewables, $13.83, symbol RNW on Toronto (Shares outstanding: 264.3 million; Market cap: $3.7 billion; www.transaltarenewables.com), is one of the largest generators of wind power in Canada and is among the country’s largest publicly traded renewable power companies.

TransAlta Renewables owns 21 wind farms, 13 hydroelectric facilities, seven natural gas generation plants, one solar facility and one natural gas pipeline....
A: Power Financial, $29.30, symbol PWF on Toronto (Shares outstanding: 664.1 million; Market cap: $19.8 billion; www.powerfinancial.com), holds majority interests in Great-West Lifeco, symbol GWO on Toronto, and IGM Financial, symbol IGM on Toronto.

We currently see Great-West as a hold and IGM Financial as a buy....
A: When a company splits its shares, it is simply cutting itself up into a different number of pieces, without changing its fundamental value. It simply wants its stock to trade in a price-per-share range that seems reasonable to investors.

Mechanics of a split: If a stock’s price rises much beyond $50 a share in Canada (or $100 a share in the U.S.), some investors may shun it since it seems expensive....
A: Medical Facilities Corp., $7.38, symbol DR on Toronto (Shares outstanding: 31.1 million; Market cap: $251.3 million, www.medicalfacilitiescorp.ca), owns majority interest in five specialty surgical hospitals in South Dakota, Indiana, Oklahoma and Arkansas....