Hi Pat: What do you think about investing in Solium Capital? Thank you.

Solium Capital, $6.46, symbol SUM on Toronto (Shares outstanding: 47.1 million; Market cap: $304.3 million; www.solium.com), is a Calgary-based firm that provides software and support services to over 3,000 clients who administer stock-based compensation for their employees.

The company also helps its clients comply with increasingly… Read More

Bargain capital gains tax advice can cost you money

When you need tax advice, business associates and friends can be a valuable source of ideas and referrals. However, non-professionals can be mistaken or out of date in their tax knowledge, no matter how confident they seem.

This is also true of some semi-professionals—tax preparers,… Read More

H&R Block Inc. $25 – New York symbol HRB

H&R BLOCK INC. $19 (New York symbol HRB; Conservative Growth Portfolio, Finance sector; Shares outstanding: 325.0 million; Market cap: $6.2 billion; WSSF Rating: Above average) prepares income tax returns through offices in the United States, Canada, Australia and the UK. Other services include investment planning… Read More

Diversify Your Finance Holdings

Top-quality bank stocks are a sound addition to the Finance sector of most portfolios. However, you should also diversify your holdings with high-quality non-bank stocks such as these two.

H&R BLOCK INC. $19 (New York symbol HRB; Conservative Growth Portfolio, Finance sector; Shares outstanding: 325.0 million;… Read More