investing

In February 2018, Becton Dickinson acquired rival medical device maker C.R. Bard (old New York symbol BCR), one of our early Wall Street Stock Forecaster recommendations.

Under the terms of the deal, Bard investors received $222.93 in cash plus 0.5077 of a Becton share for each BCR share they held....

TSX blue chip stocks are well-established companies with attractive business prospects and trading on the Toronto Stock Exchange.

In our view, the recent bankruptcy of cryptocurrency exchange operator FTX Trading highlights the dangers of investing in potentially disruptive fintech (the combination of financial services and technology services). We prefer these three well-established fintechs, which have innovative products and a long history of rising revenue and earnings.


BROADRIDGE FINANCIAL SOLUTIONS INC....

Cisco Systems continues to diversify into security software and other services. That cuts its reliance on selling computer networking hardware. The company’s supply chain problems are also easing, which should let it keep raising your dividend and buying back shares.


CISCO SYSTEMS INC....

The safest investments in Canada, are Canadian funds like ETFs or mutual funds that aim to equal the performance of a Canadian market index.

A: Hamilton Enhanced Canadian Bank ETF, $21.63, symbol HCAL on Toronto, (Units outstanding: 18.7 million; Market cap: $404.5 million; hamiltonetfs.com) aims to track the Solactive Canadian Bank Mean Reversion Index.

This index invests in the biggest six Canadian banks—Bank of Nova Scotia, Bank of Montreal, CIBC, Royal Bank, TD and National Bank....

Here’s Part One of the most-recent letter I sent to our Portfolio Management clients in October 2022:

“We’re aiming to get this client letter out to you a little earlier than usual. That way, you’ll have a chance to read it before we know the outcome of the U.S....

A: Tamarack Valley Energy Ltd., $4.60, symbol TVE on Toronto (Shares outstanding: 556.4 million; Market cap: $2.5 billion; www.tamarackvalley.ca), is an oil and gas exploration and production firm in Western Canada....

Sustainable investing has grown exponentially over the past decade, while its scope has broadened and the approach has become more sophisticated. As of December 2021, assets under management at global exchange-traded funds that publicly set environmental, social, and governance (“ESG”) investment objectives amounted to more than $2.7 trillion; 81% were in European-based funds, and 13% were in U.S.-based funds.


According to research published by Morningstar in 2018, 16 out of 20 equity indexes in the Morningstar Global Sustainability Index family, have beaten their non-sustainability equivalents over their lifespans....

Here’s a look at how holding bonds compares to investing in stocks over time.


We’re using readily available data (see table at right) from the U.S. to demonstrate the long-term performance track record and the risk profiles of various asset classes, including government and corporate bonds.


The annual growth in U.S....