Q: Hello, Pat. What is your opinion on holding a Canadian-focused small-/mid-cap fund such as the Fidelity Special Situations Fund. Do you think it’s a good idea to hold more aggressive Canadian small and mid-cap stocks?

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… Read More

How ETF managers define growth & value

Among the wide variety of investing styles, growth and value are among the most popular.
Growth investors focus on companies that are expected to grow their revenues and profits faster than the rest. Bargain or value stocks will typically trade lower than their financial fundamentals suggest… Read More