wall street

What does a diversified portfolio look like? A well-diversified portfolio balances risk by spreading investment holdings out by industry sector and other factors
Stock beta ratings are of limited use in picking stocks. The stock’s volatility is measured against the 1.0 beta assigned to a major index.
Random events can appear in bunches, which may make it seem like stock pattern recognition works as a strategy. But it will more likely lead you to losses
Investing in U.S. real estate from Canada can pay off for some investors, but it’s riskier than many investors think
ETF investing is one of the best financial innovations of our time but themed ETF investing—including the Dogs of the Dow — is a poor investing strategy
Discover how Jimmy Carter’s deregulation legacy connects to modern investment opportunities under Trump’s economic policies. Expert analysis on Canadian investment strategy, government deregulation investing, and portfolio allocation for 2025.
Below is the most-recent letter I sent to our Portfolio Management clients in February 2025. But first ...

Many thanks to a long-time reader

Back in the 1990s, I wrote an occasional newspaper column entitled “Tip Of The Week.” Recently a long-time reader sent me a sample of one from 1999.

“Thanks for the great advice, Pat,” she wrote....
Telus offers a high 7.3% yield as it diversifies its revenue streams in high-growth technology verticals.
Broadridge is far from a household name outside of the financial sector. Regardless, since it was spun off by Automatic Data Processing (symbol ADP on Nasdaq) in 2007, the company has become a dominant player.

We added the stock as a buy in our February 2008 issue of Wall Street Stock Forecaster at $22 a share....
TC ENERGY CORP., $68.86, Toronto symbol TRP, is a top pick for 2025.

The company owns a 93,300-kilometre pipeline network, which pumps natural gas from Alberta to eastern Canada and the U.S. It also has gas pipelines in Mexico, and it owns or invests in seven power plants in Canada and the U.S.

On October 1, 2024, TC completed the spinoff of its oil pipeline business as separate company South Bow Corp....