stock exchange
John Templeton, a famous investor who inspired modern investors, still offers lessons we can use today
Pennsylvania-based Vanguard Group is one of the world’s largest investment management companies. In all, it administers about $4 trillion U.S., spread across 370 mutual funds and ETFs.
Generally speaking, Canadians are unable to buy mutual funds that are registered in the U.S....
Generally speaking, Canadians are unable to buy mutual funds that are registered in the U.S....
A: Canoe EIT Income Fund, $11.93 symbol EIT.UN on Toronto (Units outstanding: 90.1 million; Market cap: $1.1 billion; www.canoefinancial.com), changed its name from EnerVest Diversified Income Trust in November 2013. The stock symbol remained the same.
Canoe EIT is a closed-end fund that invests in a portfolio of dividend-paying stocks....
Canoe EIT is a closed-end fund that invests in a portfolio of dividend-paying stocks....
Q: Dear Pat: Please comment on high-dividend-paying NorthWest HealthCare Properties. As usual your assessment of the various strengths and risks is much appreciated.
A: NorthWest HealthCare Properties REIT, $10.86, symbol NWH.UN on Toronto (Units outstanding: 87.4 million; Market cap: $949.1 million; www.nwhp.ca), owns 141 properties, with a focus on medical office buildings and clinics....
A: NorthWest HealthCare Properties REIT, $10.86, symbol NWH.UN on Toronto (Units outstanding: 87.4 million; Market cap: $949.1 million; www.nwhp.ca), owns 141 properties, with a focus on medical office buildings and clinics....
We think conservative investors can hold up to 10% of their portfolios in foreign stocks. One way to do that is by choosing exchange-traded funds (ETFs) with an overseas focus.
The best ETFs continue to offer very low management fees and well-diversified, tax-efficient portfolios of highquality stocks.
Here’s a look at four international ETFs we see as buys, and two we feel you should continue to hold.
ISHARES MSCI EMERGING MARKETS INDEX FUND $41.20 (New York symbol EEM; buy or sell through brokers) aims to track the MSCI Emerging Markets Index.
The fund’s geographic breakdown includes China, 26.9%; South Korea, 15.5%; Taiwan, 12.2%; India, 8.5%; Brazil, 6.9%; South Africa, 6.6%; Mexico, 3.6%; Russia, 3.4%; Indonesia, 2.5%; Malaysia, 2.4%; Thailand, 2.2%; and Poland, 1.3%.
Its top holdings are Tencent Holdings (China: Internet), 4.3%; Samsung Electronics (South Korea), 4.3%; Taiwan Semiconductor (computer chips), 3.6%; Alibaba Group (China: e-commerce), 3.0%; Naspers (South Africa: media and Internet), 2.0%; China Construction Bank, 1.5%; China Mobile, 1.5%; Hon Hai Precision (Taiwan), 1.2%; Baidu (China: Internet), 1.1%; and Industrial & Commercial Bank of China, 1.1%.
iShares launched the ETF on April 7, 2003....
The best ETFs continue to offer very low management fees and well-diversified, tax-efficient portfolios of highquality stocks.
Here’s a look at four international ETFs we see as buys, and two we feel you should continue to hold.
ISHARES MSCI EMERGING MARKETS INDEX FUND $41.20 (New York symbol EEM; buy or sell through brokers) aims to track the MSCI Emerging Markets Index.
The fund’s geographic breakdown includes China, 26.9%; South Korea, 15.5%; Taiwan, 12.2%; India, 8.5%; Brazil, 6.9%; South Africa, 6.6%; Mexico, 3.6%; Russia, 3.4%; Indonesia, 2.5%; Malaysia, 2.4%; Thailand, 2.2%; and Poland, 1.3%.
Its top holdings are Tencent Holdings (China: Internet), 4.3%; Samsung Electronics (South Korea), 4.3%; Taiwan Semiconductor (computer chips), 3.6%; Alibaba Group (China: e-commerce), 3.0%; Naspers (South Africa: media and Internet), 2.0%; China Construction Bank, 1.5%; China Mobile, 1.5%; Hon Hai Precision (Taiwan), 1.2%; Baidu (China: Internet), 1.1%; and Industrial & Commercial Bank of China, 1.1%.
iShares launched the ETF on April 7, 2003....
Dear client:
Since 2004, Fortis has successfully used acquisitions to speed up its growth. Generally, we feel it pays to take a skeptical view of firms that use that strategy to fuel their expansion. That’s because hidden problems with new businesses can limit any expected profit increases.
However, Fortis’s focus on well-established, regulated utilities cuts that risk....
Since 2004, Fortis has successfully used acquisitions to speed up its growth. Generally, we feel it pays to take a skeptical view of firms that use that strategy to fuel their expansion. That’s because hidden problems with new businesses can limit any expected profit increases.
However, Fortis’s focus on well-established, regulated utilities cuts that risk....
A: On a broad level, funds that specialize in small-cap stocks are always more volatile. However, some small caps do offer above-average potential—like those we recommend in Stock Pickers Digest.
Incidentally, we think it’s a mistake to generalize about small cap stocks....
Incidentally, we think it’s a mistake to generalize about small cap stocks....
Today, many investors might not immediately recognize the name of master investor John Templeton. In the final quarter of the last century, however, Templeton was as famous and highly regarded as Warren Buffett is today.
Templeton got his start as an investor during the 1930s Depression....
Templeton got his start as an investor during the 1930s Depression....
Pennsylvania-based Vanguard Group is one of the world’s largest investment management companies. In all, it administers almost $3 trillion U.S. across 175 mutual funds and ETFs.
Generally speaking, Canadians are unable to buy mutual funds that are registered in the U.S....
Generally speaking, Canadians are unable to buy mutual funds that are registered in the U.S....
A: Aberdeen Asia-Pacific Income Fund, $4.53, symbol FAP on Toronto (Units outstanding: 52.3 million; Market cap: $236.9 million; www.aberdeen-asset.ca), is a closed-end fund that invests in foreign currency bonds—mostly from Australia and Asian countries. The fund’s MER is 1.11%.
Closed-end funds are a lot like conventional, open-end mutual funds....
Closed-end funds are a lot like conventional, open-end mutual funds....