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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A: M Split Corp is a split-share company that holds a substantial block of shares of Manulife Financial, a leading Canadian insurer.

Manulife is a buy recommendation of our Canadian Wealth Advisor newsletter.

“Split corps” are a type of investment product that financial institutions create to provide new investment opportunities for investors, and new revenue opportunities for themselves....
SELLAS LIFE SCIENCES GROUP INC., $5.07, symbol SLS on Nasdaq, is a clinical biopharmaceutical company aiming to develop novel cancer immunotherapies.

Sellas went public in January 2018 through a merger with Galena Biopharma.

The company’s shares briefly shot up to as high as $15.08 in June 2021....

COMPUTER MODELLING GROUP, $4.40, is still a buy. The company (Toronto symbol CMG; TSINetwork Rating: Extra Risk) (www.cmgl.ca; Shares o/s 80.3 million; Market cap: $353.5 million; Dividend yield: 4.6%) reports that in the three months ended September 30, 2021, its revenue fell 10.7%, to $15.9 million from $17.9 million a year earlier....
Activist investors make their money by targeting underperforming firms they feel would benefit from better management or assets sales. Here’s our analysis of two U.S. companies that are now under pressure from prominent activists.


DANA INC. $24 is a hold. The company (New York symbol DAN; Manufacturing & Industry sector; Shares outstanding: 144.2 million; Market cap: $3.5 billion; Dividend yield 1.7%; Takeover Target Rating: Medium; www.dana.com) makes a variety of parts, including axles, driveshafts and transmissions, for leading automakers such as Ford, General Motors, Chrysler and Toyota.


Billionaire activist investor Carl Icahn now controls 9.9% of Dana’s shares....
Here’s the text of my latest letter to our Portfolio Management clients, sent in October 2021:

“You may be surprised to learn that the percentage of Americans who own stocks has been going down for some time.

The Gallup organization carries out an annual Economy and Personal finance survey....
China hosts some of the largest stock markets in the world with Shanghai, Hong Kong, and Shenzhen ranked among the global top 10 markets. Although rules governing access for foreign investors have continued to relax over the past decade, access remains somewhat complicated with a multitude of share categories subject to different rules.


The majority of Chinese stocks are listed on the Shanghai and the Shenzhen stock exchanges—they are generally categorized as A shares and are quoted in the local currency, the yuan.


Chinese investors, as well as qualified foreign institutional investors, can trade directly on these markets....
What is an ETF? An exchange-traded fund (ETF) is a pooled investment vehicle that trades like a common stock on the market. Investors own a portion of all the assets held by the ETF.


What assets do ETFs hold? They let you own publicly traded equities, bonds, commodities, currencies, stock options and futures.


What are the associated costs of investing in ETFs? Direct costs for investors are broker trading fees to buy and sell ETF units on the stock exchange....
A: We generally feel that most investors should hold the bulk of their investment portfolios in conservative securities from well-established companies. This means holding a total of 15 to 25 well-established, dividend-paying stocks, chosen mainly from our “Average” or higher ratings, and spreading your holdings out across most if not all of the five main economic sectors.

However, some investors choose to add more aggressive or speculative stocks to their holdings in their pursuit of bigger, faster gains....
The term “synergy” entered common investor use during the takeover craze of the 1960s, when businesses started to expand by taking over companies in unrelated fields. This was supposed to make the combined companies grow faster than if they had stuck to their own fields.

The acquirers borrowed a term from biology to explain their rationale: this mix-rather-than-match growth strategy brought synergistic benefits....
Instead of investing directly in cryptocurrencies, such as bitcoin, we prefer companies like Visa and PayPal that will profit from processing crypto transactions. Both firms also stand to gain from the ongoing shift to electronic payments.


VISA INC....