How To Invest

In addition, Pat thinks then beginner investors should cultivate two important qualities: a healthy sense of skepticism and patience.

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Investors should approach all investments with a healthy sense of skepticism. This can help keep you out of fraudulent stocks that masquerade as high-quality stocks. It will also keep you out of legally operated, but poorly managed, companies that promise more than they can possibly deliver.

If you are a new investor, you should also realize that losing patience can cause you to sell your best choices right before a big rise. All too often, investors buy a promising stock just as it enters a period of price stagnation. Even the best-performing stocks run into these unpredictable phases from time to time. They move mainly sideways in a wide range for months or years before their next big rise begins. (Stock brokers often refer to these stocks as “dead money.”)

If you lack patience, you run a big risk of selling your best choices in the midst of one of these phases, prior to the next big move upward. If you lose patience and sell, you are particularly likely to do so in the low end of the trading range, when stock prices have weakened and confidence in the stock has waned.

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How To Invest Library Archives
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Closed-end funds are a lot like conventional, open-end mutual funds....
Dear Inner Circle member,


Here’s the text of the most-recent letter I sent to our Portfolio Management clients in late January:


“In 2017, déjà vu could turn out to be the investor tool of the year.


History always tries to repeat itself, but never quite succeeds—especially in the stock market....
Dear Inner Circle member,


Here’s a third (consecutive) look at the pitfalls of trying to predict market corrections. This week we focus on interest rates, which some investors now see as the single most important factor for the market.


Today, many investors think the surprise election of Donald Trump as U.S....
A: Patterson Companies, $43.46, symbol PDCO on Nasdaq (Shares outstanding: 97.9 million; Market cap: $4.2 billion; www.pattersoncompanies.com), distributes products for the dental and animal health industries.


Patterson Dental provides a wide range of one-time and limited use dental products throughout North America....
A: ZCL Composites Inc., $12.10, symbol ZCL on Toronto (Shares outstanding: 30.8 million; Market cap: $373.7 million; www.zcl.com), makes fiberglass storage tanks and related liners, mainly for the oil and gas industry. It markets those corrosion-resistant products under the ZCL, Xerxes, and Parabeam trademarks....
A: Trimble Inc., $31.20, symbol TRMB on Nasdaq (Shares outstanding: 250.6 million; Market cap: $7.9 billion; www.trimble.com), mainly provides advanced GPS positioning systems to commercial and government users in several areas....
A: iShares MSCI United Kingdom ETF, $31.89, symbol EWU on New York (Units outstanding: 77.8 million; Market cap: $2.5 billion; www.ishares.com), is an ETF that invests in 109 large and mid-sized companies in the U.K.


The ETF’s top holdings are Royal Dutch Shell, HSBC Holdings, British American Tobacco plc, BP plc, GlaxoSmithKline plc, Diageo plc, AstraZeneca, Vodafone Group and Reckitt Benckiser Group.


iShares launched the ETF on March 12, 1996....












































CI Canadian Bond Fund



$ 31,286



CI Canadian Equity



$ 73,406



CI Corporate Bond



$ 37,783



iShares Cdn S&P/TSX60



$ 22,640



iShares MSCI JAPAN ETF



$ 22,640



BCE Inc.



$ 7,592



SPDR S&P China ETF



$ 6,783



WestJet Airlines



$ 12,090



Cash



$ 3,489



TOTAL Investments



$ 217,710




A: We don’t generally recommend that investors hold mutual funds, mostly because of their higher fees.


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Dear Inner Circle member,


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The company switched its registration from an income trust to a corporation on January 1, 2011.


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