investment

FACTSET RESEARCH SYSTEMS INC., $427.11, symbol FDS on New York, is a leading provider of financial data and portfolio analytics to investment firms worldwide.

On December 27, 2021, FactSet announced that it would acquire CUSIP Global Services for $1.93 billion in cash....

To help you decide if certain ETFs are suitable for your portfolio and investment temperament, we classify them into three easy-to-understand categories: Conservative, Aggressive and Income. To determine how an ETF fits into one of those three classifications, we examine a number of factors....

This month we look at two recently listed Canadian ETFs. One aims to capture its gains from the “metaverse” and the other from sports and entertainment.


EVOLVE METAVERSE ETF $9.27 (Toronto symbol MESH) invests mainly in North American companies involved in the development of the “metaverse.” The metaverse is a term coined to describe an immersive 3-dimensional version of the Internet, powered by virtual reality technology....

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....

RIOCAN REAL ESTATE INVESTMENT TRUST $23 is a buy. The REIT (Toronto symbol REI.UN; Aggressive Growth Portfolio, Manufacturing & Industry sector; Units outstanding: 317.8 million; Market cap: $7.3 billion; Price-to-sales ratio: 6.2; Distribution yield: 4.2%; TSINetwork Rating: Average; www.riocan.com) owns all or part of 210 shopping centres and other properties across Canada.


With the spread of the Omicron variant of COVID-19, Ontario, Quebec and other provinces have ordered gyms, movie theatres and restaurants to close....

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....

BANK OF MONTREAL, $143.11, Toronto symbol BMO, remains a buy.

Canada’s banking regulator—the Office of the Superintendent of Financial Institutions (OFSI)—recently lifted the restrictions on capital distributions it placed on banks and insurers in March 2020 due to COVID-19 uncertainty.

As a result, Bank of Montreal is raising your dividend by 25.5%....

TC ENERGY INC., $59.84, is a buy. The company (Toronto symbol TRP; Shares outstanding: 981.0 million; Market cap: $58.6 billion; TSINetwork Rating: Above Average; Dividend yield: 5.8%; www.tcenergy.com.) has formally launched a complaint under the U.S.-Mexico-Canada trade agreement over the U.S....

NEWMONT CORP., $60.33, remains a buy. The company (New York symbol NEM; Shares o/s: 797.4 million; Market cap: $48.2 billion; TSINetwork Rating: Average; Dividend yield: 3.7%; www.newmont.com) recently announced a strategic alliance with Caterpillar Inc....

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....