powered by GlobeinvestorGold.com


Issue 1: November 2002

Crossing muddy waters
Corporate double-talk and PR spin has thrown up a barrier between retail investors and the facts. Writer Tavia Grant chips away at that wall

Earnings by any other name
Don't mistake the headline for the bottom line; know your terms and you'll know the company. Globe and Mail editor Fabrice Taylor identifies the numbers that count.

At debt's door
Understanding debt ratings can mean the difference between recognizing a going concern and falling into a bottomless pit. Dale Jackson explains the difference between Aaa's and Baa2's

The big picture
No company exists outside the context of the economy; Report on Business Television's economist Linda Nazareth examines the stats that will help you make smarter trades

Technically speaking
Is it the beginning of the end or the end of the beginning? Technical analyst Yola Edwards provides some of the technical tools you need to stay ahead of the curve

Keep it simple
Newer, more complex methods for valuing stocks do not provide the best results; Assant Wealth Management's Garnet Anderson says stick to the tried and true

Dialing in
Take a peek behind the corporate curtain and hear it in their own words; Report on Business Television producer Norm Barnett says the devil is in the details, and on the conference call

Back to top

Issue 2: December 2002

Analysts: The case for the defence
Economist Avery Shenfeld argues on behalf of the market's newest scapegoats.

Great expectations
What you need to know before acting on analysts' consensus estimates.

Contingency planning
Hope for the best, plan for the worst; the economy isn't out of the woods yet.

The ABCs of ETFs
For complete transparency in your portfolio, try exchange-traded funds.

Brace for shock
Use beta measurements to predict a stock's volatility before you buy it.

New tool in the shed
Make price to earnings growth ratios part of your valuation arsenal.

Back to top

Issue 3: January 2003

Energy essentials
How the Internet can help you keep up with the energy investment pros.

A matter of trusts
What you need to know before selecting an oil and gas income trust.

Staying power
The world needs Canada's oil sands, but does your stock portfolio?

Stars in the west
Oil prices may be near their peak, but these stocks have further to climb.

The Kyoto effect
Worried about Kyoto and your investments? Don't be. It's a sham.

Back to top

Issue 4: February 2003

Northern lights
Untainted by controversy, the Canadian diamond industry is booming.

High-low silver!
If you think gold's future is precarious, you should see silver.

Hedged in
Investors once paid a premium for Barrick's hedge expertise. No longer.

Yesterday's hero?
Precious metals funds were hot last year but what about 2003?

Yellow Brick Crossroads
Is it almost over for the metal that can cloud men's minds? Analyst Harry Koza on the myths and merits of gold.

Back to top

Issue 5: March 2003

Best plans for the worst case
Investors should hope for the best, but Rob Carrick advises preparing for the worst.

The long run
A speedy victory for the U.S. does not mean an end to turmoil.

Technically done
Technical charts look bearish for four defence contractors.

Steady on, folks
Investing for war is the same as investing for peace.

Oil and war
There are better reasons than war for buying oil and gas.

Back to top

Issue 6: April 2003

Realty check
Nothing lasts forever, not even real estate booms; is your portfolio prepared?

And in this corner
AT&T Canada and Call-Net are back, leaner and wiser than before, but will they prevail?

Still going strong
Oil and gold prices rose and fell with the fortunes of war. What happens now?

Is convergence dead?
No way, says analyst David Ellis. But first, media companies need to diverge.

Back to top

Issue 7: May 2003

Gassing up
Bond guy Harry Koza doesn't typically like stocks, but if you are going to buy one this Spring, buy this one

Question of trusts
Income trusts may have seen their best days, but then again, maybe not

Darling stocks of May
Here are a couple of stocks that could flourish in the months to come

Business intelligence
Cognos is a technology company that has been growing steadily and rewarding investors

When the loonie falters
Hereís a derivative that takes advantage of short-term declines in Canadian dollar

Back to top

Issue 8: June/July 2003

Trust with a twist
Analyst Wilf Gobert shows how the 'Net can help you keep up with the energy investment pros

Buy bonds, wear diamonds
Stocks and trusts arenít the only way to play the gas boom: Harry Koza investigates the bonds

Outstanding in their field
Investment reporter Rob Carrick explains what you need to know before buying oil and gas trusts

Chart toppers
These two natural gas companies are about to ignite according to technical analysis. Yola Edwards

Going super-Nova?
Columnist Mathew Ingram weighs the pros and cons of this natural gas consumer

Back to top

Issue 9: August 2003

Remaking BCE
Michael Sabia's changes have produced a stock once again worthy of blue-chip portfolios. Dave Ebner

A fund unlike any other
This fund has been beating its peers for half a century, making it bluer than most blue-chip stocks. Rob Carrick

Salad days
After a couple of tough years and its first ever loss, McDonald's is adapting to smarter eaters. Norm Barnett

Being Microsoft
It isn't easy being the biggest in the world. For one thing, people keep saying you're overvalued. Mathew Ingram

A tale of two blue chips
Two very different futures lie ahead for IBM and General Electric, according to technical analysis. Yola Edwards

Back to top

Issue 10: September/October 2003

The Graduate
Millionaire by 30, broke by 31, and long since recovered; what lessons can be had from Harry Koza's long path to success?

Stocking up
Stocks? Buy? Mutual fund expert Rob Carrick suggests topping up your first portfolio with stocks

Buy a house
No kidding, you can do it. And Dale Jackson shows how to put in place a life-long investment infrastructure

Contrarian guide
Ah, youth — a great time to make mistakes, but the Contra Guys say pay off your debts and practice at investing

Yahoo for risk
With a longer investment horizon, you can tolerate a bit more risk, Mathew Ingram writes

Back to top

Issue 11: November 2003

Appetite for risk
Overvalued tech stocks not spicy enough for you? Rob Carrick funds some exchange-traded funds that may satisfy your palate.

Extreme? Can we talk?
Bland is good and boring is better for Harry Koza, but if you insist on high risk, here's what you should know.

Homemade hedges
The purpose of hedging is to offset risk, and it's not just for the pros, Dale Jackson writes.

Bouncing off bottoms
Technical charts show these two Internet-related stocks are risky but poised to rise, Yola Edwards finds.

Investing abroad
How do you spell high risk? Those who spelled it 'Kazakhstan' have missed out, analyst Wilf Gobert writes.

Back to top

Issue 12: December/January 2004

Easy money
Think dividends are boring? Watch what someone can do with a $200,000 inheritance, writes Rob Carrick.

Buy now, play later
Harry Koza suggests you pay off your debts, max out your RRSP, buy some bonds, and then live a little.

Go short
If this is money you can afford to lose, you could win big by selling the market short, Mathew Ingram writes.

Rates also rise
Interest rates are poised to climb, writes Andrew Bell, so look to money market funds and oil-sands stocks.

Original thinking
Oil and gas royalty trusts were the first and may still be the best for your new portfolio, Glen MacNeill writes.

Back to top

Issue 13: February 2004

Killing you softly
Falling in love is wonderful, writes Harry Koza, but don't marry your position. You can't average down forever

Bring on the heartbreak
Everyone's owned a dud but when a top fund's magic disappears, that's when the teardrops start, writes Rob Carrick

It wasn't meant to last
Here are a few high-priced retails stocks that may be poised to break some hearts, writes Andrew Bell.

We'll always have Tokyo
This Japanese fund's gains were clearly unsustainable, but Dale Jackson writes he was a fool — a fool in love.

The value trap
When management and the company have the same name, writes Bob Tattersall, it's best to steer clear.

Back to top

Issue 14: March 2004

Heartbreak Hotel
Many travel-related stocks and trusts have made spirited comebacks, but this one continues to disappoint, writes Rob Carrick.

Room to grow
Legacy REIT was hit like the rest of its peers in 2003 and has been slower to recover. Mathew Ingram wonders if it's an opportunity?

Dutch treat
KLM's superb book value, attractive debt-to-equity ratio and good reputation has made this a buy for the Contra Guys

Into the blue
WestJet and Four Seasons are both making moves to higher ground, technical charts show Yola Edwards

Better than the real thing
Some argue in business that you can't beat a face-to-face meeting, but people keep trying. Dale Jackson explains how.

Back to top

Issue 15: April 2004

Astride the forest
British Columbia's Jimmy Pattison stands to benefit hugely from the combination of Canfor and Slocan, writes Paul Sullivan.

Chilly-chilly bling-bling
Mathew Ingram explains Northwest Territories' Aber Diamond moves into retail with a 51% stake in world-renowned Harry Winston.

Beyond the boom
Alberta's Calfrac Well Services provides insulation from oil-price swings while still thriving in oil patch, writes Wilf Gobert

Prarie glamour
Saskatchewan's Cameco, writes Andrew Allentuck, no longer considered a plodding commodity produce, has taken on growth stock multiples

Well connected?
Manitoba Tel's $1.7-billion takeover of Allstream promises a fat dividend, but competition isn't getting any easier, writes Dave Ebner

Back to top

Issue 16: May 2004

Power up
Quebec's Boralex and Innergex electricity income funds could energize your portfolio this summer, writes Harry Koza

Small but beautiful
Mike Weir's Toronto-based small capitalization mutual fund has led its league for 20 years, writes Andrew Allentuck

Hanging up on Aliant
New Brunswick's Aliant doesn't find much love on Bay Street, a situation that may be deserved. Dave Ebner explains.

High yields down east
Nova Scotia's Clearwater Seafoods Fund is serving up a lot of lobster, as well as a rock-steady distribution Rob Carrick discovers.

Taking off from the Rock
Newfoundland's CHC Helicopter boasts the world's largest helicopter fleet and a growing number of "buy" ratings, writes Mathew Ingram

Back to top

Issue 17: June 2004

Ever glittering
A safe place for your money in inflationary times? That would be gold, writes Mathew Ingram.

Satisfaction guaranteed
Normally, writes Harry Koza, bonds drop in price as interest rates rise. Not Osbies. They come with a guarantee.

What, me worry?
Bob Tattersall suggests small-cap-stock investors should concentrate on the trees, not the forest.

Dividend survivors
Rising interest rates may not favour dividend stocks, but some, writes Dale Jackson, will prosper.

Trust income trusts
While higher interest rates should hurt trusts, writes Rob Carrick, there are subtleties that work in their favour.

Back to top

Issue 18: July/August 2004

Hard currency in hard times
There are better ways to play gold than buying shares of your favourite miner, writes Harry Koza.

Power play
This small group of income trusts can provide intriguing coolness under fire, writes Rob Carrick.

The best defence
Defence-focused portfolios can provide more than stability in troubled times, suggests Andrew Allentuck.

In the pipeline
Not every energy investment swings with the price of crude oil, writes Wilf Gobert.

Scanning the field
There are a number of ways to play the biometric sector, writes Mathew Ingram, and almost as many caveats.

Back to top

Issue 19: September/October 2004

Cash at work
Oil and gas are still looking good, writes Harry Koza, but Potash and Pall may fund their way off the watchlist and into the portfolio.

Weeding the garden
Still contributing to your RRSP without a real retirement plan? Time to prune the portfolio to boost your yield, writes Dale Jackson.

The wealthy skinflint
There's a new, frugal you just waiting to take control of your mutual funds, suggests Rob Carrick.

Phoenix or flop?
Investors might want to wait before snapping up those new air Canada shares, writes Mathew Ingram.

Diversify before December
Technical charts indicate more strength ahead of the Canadian dollar and the Dow, writes Yola Edwards.

Back to top

Issue 20: November 2004

Un-American activity
Your best U.S. investment may be a handful of Canadian securities. Harry Koza.

Feast or famine?
Slow growth and rich valuations make U.S. techs trickier than ever. Mathew Ingram.

Split decisions
Retail investors can prosper under Democrats or Republicans, analysts say. Andrew Allentuck

You win either way
No matter who's president, this ETF tracks the biggest and best U.S. companies. Rob Carrick.

Energetic outlook
America's demand for fuel will continue to keep this sector afloat. Dale Jackson.

Back to top

Issue 21: December 2004

The rule of 10
This holiday season, I’ll take me $10,000 windfall and give myself the gift of 10-per-cent returns, writes Rob Carrick.

Betting on benchmarks
Technical patterns suggest the Dow industrials are posed for a breakout, writes Yola Edwards.

Going for growth
In the end, the best investments are where the growth is, and that, writes Mathew Ingram, is tech.

Game on!
Buy what you know, they say, and I know video games, writes Harry Koza.

Get an awesome TV
Here’s how to get an excellent television and pay for it with growth in your RRSP, writes Dale Jackson.

Back to top

Issue 22: January 2005

The next big thing
Consistency is key: what worked best in 2004 could make the difference this year, writes Harry Koza.

The ETF alternative
Universe of exchange-traded funds is like a shopping mall for investors. Rob Carrick.

Boom or bust?
Crude oil is off its highs, but evidence suggests the downturn won't last. Wilf Gobert.

Reversion to the mean
Many of today's underperforming funds may take the lead in 2004. Andrew Allentuck.

High burn rate
Satellite radio may work out fine, but so fat it's expensive. Mathew Ingram.

Back to top

Issue 23: February 2005

The long haul
You're in your 20s, so act your age, writes Rob Carrick, take on risk because time's on your side.

Finding your balance
Time is still your friend, writes Dale Jackson, so spread yourself wide and thin while in your 30s.

The age equation
Matching fixed income exposure to your age is not always the right bet, writes Mathew Ingram.

Hitting the peak
Your biggest earnings years are also your busiest for retirement planning, writes Andrew Allentuck.

Reaping the rewards
The biggest challenge in your 60s is to pace your income with your expenses writes Andrew Allentuck.

Back to top

Issue 24: March 2005

Radiating growth
If uranium is what you want, Mathew Ingram writes, then Cameco is the best game in town.

Brilliant options
Still betting on gold gains? ETFs may be the easiest and best way to go, Rob Carrick writes.

Top of the charts
Technical indicators point to further gains for industrial commodies and stocks, Yola Edwards writes.

Drifting in the wind
You can put your money in wind power, writes Dale Jackson, but it isnít easy or safe.

Call me Moloch
Endless oil and stone! It’s the Canadian way and nothing to be ashamed of, writes Harry Koza.

Back to top

Issue 25: April 2005

Far-flung treats
These faraway, closed-end funds are volatile but offer huge potential, Rob Carrick writes

Opportunities in India
India's middle class is growing and your portfolio can grow along with it, Dale Jackson writes.

Sector strategies
When investing around the globe, Andrew Allentuck wrties, it’s industries — not the country — that count.

Rubber Seoul
A rebounding economy and well-run companies make South Korea a good bet, Harry Koza writes.

Diversified dilemma
Your stock’s head office may be overseas, Bob Tattersall writes, but you still may not be diversifying abroad.

Back to top

Issue 26: May 2005

Time to let go
You may love the trusts in your portfolio, but a clean break now may help avoid heartbreak later, Rob Carrick writes

Growing pains
The market doesn't reward comapnies for maintaining the status quo; time to sell Microsoft? Mathew Ingram has some ideas.

Garden variety
If you are looking to build on your gains, Harry Koza writes, seed you portfolio with stocks, bongs and energy trusts.

Hard to heave
House cleaning your portfolio? Those labout-sponsored funds present unusual problems, Dale Jackson writes.

Fresh power
Nanotechnology company Alrair may be the power source your portfolio needs, Yola Edwards' charts show.

Back to top

Issue 27: June 2005

Doff the beer goggles
Please invest responsibly. Keep beer in the fridge, Rob Carrick writes, not in your portfolio.

Let it roll
Is Harley-Davidson as desirable as its bikes? Depends what you're looking for, Mathew Ingram writes.

Games people play
Golf Town looks good, Yola Edwards wrties, Canadian Tire not so much, technical analysis indicates.

Summer buzz
The makers of mosquito and black-fly repellant may be an attractive investment, Harry Koza writes.

The enjoyment dividend
Investing in a vacation property could pay handsome returns if you know the risks, Dale Jackson writes.

Back to top

Issue 28: July 2005

Peat power
At Thunder Bay, check out Peat Resources, which has a handle on an estimated 45 million tonnes of fuel-grade peat, Harry Koza writes.

Bond with Newfoundland
Improving finances make the rock worth considering as destination for fixed-income investment, Rob Carrick writes.

High and rising
Potash — Saskatchewan's glamour stock — thrives on soaring world demand, Andrew Allentuck writes.

Buy a resort or two
Hoteliers Fairmont and Intrawest could offer some opportunities, Yola Edwards' technical charts indicate.

Seafood king
Clearwater Seafoods Income Fund suffers only from a strong U.S. dollar, Mathew Ingram writes.

Back to top

Issue 29: August 2005

For now and forever
Despite periodic doubts in recent years, there will always be a Canadian Tire. Rob Carrick

All lipstick, no pig
Shopper's Drug Mart may have the right prescription for your portfolio. Andrew Allentuck

Comparison shopping
Which of the biggest three grocers should you consider for the best gains? Harry Koza

Out of time
Hudson's Bay is older than Canada and quick becoming a retailing dinosaur. Mathew Ingram

Fashion forward
Technical charts show more gains ahead for Charming Shoppes and Limited Brands. Yola Edwards writes.

Back to top

Issue 30: September 2005

So yesterday
Tech fund returns were significant in the 1990s, but there are better ways to play technology now. Rob Carrick

Heart breaker
World Heart Corporation has a promising product, but needs a cash infusion to prevent its faint pulse from flat-lining. Dale Jackson

Power to the People
Capston's micro-turbine electricity generators are packed with potential. Harry Koza

Tales from the Crypt
Certicom Corp. is unlocking the complex world of elliptic curve cryptosystems to tap into the ever-growing demand for faster and complex mobile and handheld devices. Mathew Ingram

Buy the chip dip
The second half of the year typically sees a jump in tech stocks, and chip makers may your best way in. Yola Edwards

Back to top

Issue 31: October 2005

Stealth yield
Patience is a virtue that can earn high levels of income. Rob Carrick

Don't be a yield pig
Remember to look into the company behind a high-yielding stock. Mathew Ingram

Get out of the kitchen
Corning used to be all about cookware, now that's a crock. Yola Edwards

A might wind
Clean Power may be a fairly speculative renewable energy trust, but it cranks out a high yield. Harry Koza

Crack open that nest eggReal estate is the grandfather of income trusts because everyone always has to be somewhere. Dale Jackson

Back to top

Issue 32: November 2005

Place Your Bets
PartyGaming has the dominant hand in the on-line gambling world, but new players are coming to the table. Mattew Ingram

To Die For
Just when it seems the tobacco industry has taken its last puff, the stocks catch fire. Dale Jackson

The Wages of Sin
If you think it pays to be bad, then the Vice Fund could be for you. Harry Koza

All In?
The internet-gaming stocks have peaked, but a comeback is in the cards. Yola Edwards

No Nukes?
In the oil-starved world to come, it'll be difficult to ignore the nuclear power option. Rob Carrick

Back to top

Issue 33: December 2005

Want to tinker in toys?
Hasbro's a good play in the cutthroat world of fun and games. Harry Koza

Barbie's sagging bottom line
Did Mattel get complacent about its hold on toy market?. Mattew Ingram

Tool time
Do-it-yourself boom powers up Home renovation companies' performance. Dale Jackson

Stuffed stockings
Leading specialty home product leader and book giant brimming with results. Yola Edwards

Plugged in
To exploit the craze for electronic toys, keep your eye on the U.S. economy. Rob Carrick

Back to top

Issue 34: January 2006

The fat bottom line
Despite the yo-yo reality of the dieting world, some weight loss companies offer growth potential for investors. Yola Edwards

Just run away
New Year's is a time to put distance between you and your underperforming mutual funds. Rob Carrick

A personal five-year plan
Take stock of your net worth by creating a benchmark for retirement planning. Dale Jackson

Release the hounds
Kick start your New Year by letting go of the dogs in your portfolio. Harry Koza

A matter of trust
The New Year is a good time to weed out less deserving income trusts from your portfolio. Mattew Ingram

Back to top

Issue 35: February 2006

Too hot to handle?
Exchange-traded funds and index mutual funds offer protection if energy stocks suddenly cool down. Rob Carrick

No brakes on crude's wild ride
Forecasters bet oil will remain high - if not move higher - over the next few years. Mattew Ingram

Mr. Rogers' global neighbourhood
The legendary entrepreneur's commodities index proves there's value in knowing how the world works. Dale Jackson

As good as gold
There are other ways to invest in physical precious metals these days than hording bullion. Harry Koza

The metal of the future
Gold's still precious, but titanium will likely be a good play for year's to come. Yola Edwards

Back to top

Issue 36: March 2006

A passage to India
Real estate is booming and there are investment vehicles to get you in on the ground floor. Paul Sullivan

Take it to the bank
Australia's McQuarie Bank has a stellar growth record. Mathew Ingram

Return to Silicon Valley
Innovation is spurring a tech rebound, but patience is required. Dale Jackson

A little bonding time
Go global with your personal portfolio with foreign exchange traded funds. Harry Koza

Ride a new Internet wave
Indications suggest another surge in tech stocks is brewing. Yola Edwards

Back to top

Issue 37: April 2006

Set your sights on safety
Excitement is no substitute for a healthy portfolio. Mathew Ingram

Watching Paint Dry
Solid investment returns are all about understanding risk tolerance. Want excitement? Go to Vegas. Harry Koza

The Bear Hunters
A few mutual fund managers have bucked downward trends and bounced back to earn a decent buck. Rob Carrick

Having it both ways
The battle cry for market neutral investors is "zig and zag". Dale Jackson

A cure for what ails you?
Remedy the risk in biotechnological and pharmaceutical companies, with these investment opportunities. Yola Edwards

Back to top

Issue 38: May 2006

In for a wild ride?
Junior resource companies offer a different kind of investment rush, just do your homework. Andrew Allentuck

Roll out the RIM
Concern over revenue and subscriber growth of the BlackBerry makes it a good bet to sell short, if you can handle the pressure. Mathew Ingram

Feeling lucky?
Aggressive growth mutual funds can give you the returns you crave, if you can stomach the risk. Dale Jackson

A speculative state of mind
A single-market ETF gives you 100-per-cent pure exposure to what's hot and can provide scorching returns. Rob Carrick

Take a walk on the wild side
Interested in a speculative flyer? Then I have one word for you: Asbestos. Harry Koza

The next "big" thing
Micro-structures employing nanotechnology could be a major investment play. Yola Edwards

Back to top

Issue 39: June 2006

The flight of the loonie
Canada's resource-rich economy will make the dollar a bird to reckoned with for some time. Yola Edwards

A star-spangled world of pain
One of the smartest ways to play the rising loonie is to own a hedged U.S. equity fund. Rob Carrick

Over the hedge
Short-selling stock in companies hardest hit by a stronger loonie could be a boost to your portfolio. Mathew Ingram

Avoid a currency trap
Global or international equity funds could provide a built-in hedge if they are well diversified. Dale Jackson

A good time to go shopping
There are companies that are good investment bets now that the Loonie has taken flight, but they are not easy to find. Andrew Allentuck

Back to top

Issue 40: July 2006

Bank on it
The end of a rising-rate cycle provides an opportunity to make a move into bank stocks. Rob Carrick

Bullet-proof protection?
Financial services mutual funds offer protection from the debilitating effect interest rate hikes have on bank stock. Dale Jackson

And now for something completely different
The growing non-bank financial sector should draw more investment interest in a stable or declining interest rate environment. Andrew Allentuck

Feel the power
Where are utility stocks headed? In a word, higher. Yola Edwards

Back to top

Issue 41: August 2006

Understanding income trusts
Trust units: There are a lot of misconceptions about this investment vehicle
By Mathew Ingram

Round and round you go
Cyclical stocks: You have to know when to enter and when to leave
By Yola Edwards

Beauty is only skin deep
Growth Investing: Whatever you do, don't be dazzled by the glamour
By Paul Sullivan

Slow and steady wins the race
Defensive stock: In a go-go stock market you may overlook these even keel investment opportunities
By Rob Carrick

Bargain hunters
Value Investing: Seek out strong businesses that are looking a little ugly
By Andrew Allentuck

Back to top

Issue 42: September 2006

Stuck in neutral?
If the markets are idling, park your money in income trusts
BY Paul Carrick

The vacation option
Utilize option strategies to navigate the market as it meanders up, down or sideways
BY Yola Edwards

Chart your own course
Market neutral hedge funds might be the answer to avoid the current market rut
BY Dale Jackson

Time for a little unconventional thinking
A growth strategy is a good way to approach a period of market instability
BY Paul Sullivan

Wishing on a new star
At a time when the markets are searching for new darlings, this sectorís traditional leaders appear lacklustre at best
BY Mathew Ingram

Back to top

Issue 43: October 2006

Hereís to you, Uncle Horace
Paul Sullivan warns growing this inheritance gift will be tricky due to a looming 'yield curve inversion'
BY By Paul Sullivan

A bank job
Rob Carrick's investment plan is to plunk it down on the Big Five financial institutions, then watch it grow
BY Rob Carrick

Investing a windfall wisely
Dale Jackson plans to spread the inheritance over various risk levels, just the way Uncle Horace would have liked it
BY Dale Jackson

Pool your resources
Yola Edwards notes it would be wise to not overlook the demand for commodities from emerging nations like China
BY Yola Edwards

Back to top

Issue 44: November 2006

Donít throw in the towel yet
BY Yola Edwards

Sifting through the wreckage
BY Dale Jackson

The dust has settled
BY Mathew Ingram

You need professional help
BY Rob Carrick

Trust carnage leaves valuable debris
BY Andrew Allentuck

Back to top

Issue 45: December 2006

All I want for Christmas
Mathew Ingram has been good this year, he says, and he's hoping for Google stock under the tree. Mathew Ingram.
By Mathew Ingram

A stocking that glows
Forget the lump of coal Santa usually brings Paul Sullivan. This year, he's hoping for uranium stock
By Paul Sullivan

The best Christmas ever
Rob Carrick hung his stocking with care in the hopes Berkshire B stock would soon be placed there.
By Rob Carrick

The gift of global domination
Dear Santa Claus, my wish list is simple this year, writes Dale Jackson, just give me the world.
By Dale Jackson

Gifts that keep on giving
Stocks as stocking stuffers? Sure. Andrew Allentuck suggests a few that could be just right for you.
By Andrew Allentuck

Naughty or nice?
How did the U.S. economy behave this year? Not as bad as you thought, writes Yola Edwards.
By Yola Edwards

Back to top

Issue 46: January 2007

Casino Royale
Invest in online gambling stock? Sure, just know when to hold them and know when to fold them, advises Paul Sullivan.
By Paul Sullivan

From Russia with Love
Intrigue, risk, and potentially huge payoffs await those who invest in Russia, writes Mathew Ingram, just be wary of the occasional bullets.
By Mathew Ingram

Diamonds are Forever
These stones are a speculative play at best, says Rob Carrick, but there are some Canadian mines worth a look.
By Rob Carrick

Bullion will take a backseat to uranium oxide this year, Yola Edwards predicts.
By Yola Edwards

Live and Let Die
A lobby group is attempting to thwart Jim Flaherty's decision to close the income tax loophole.
By Dale Jackson

Andrew Allentuck examines the high prospects and soaring risks of investing in aerospace.
By Andrew Allentuck

Back to top

Issue 47: February 2007

Go clean, invest green
It’s early days in the fight against global warming, but there are four environmentally-friendly exchange-traded funds, writes Rob Carrick. By Rob Carrick

Blowing in the wind
Investing in wind power is easier said than done, but there are options, writes Mathew Ingram. By Mathew Ingram

Liquid assets
Investment opportunities in water are rare and can be risky, but the tide is turning, writes Dale Jackson. By Dale Jackson

A corporate change in climate
DuPont E I De Nemours & Co is basing its future on a more environmentally-friendly bottom line, writes Yola Edwards. By Yola Edwards

Can you feel the temperature rising?
There are many ways to invest in energy companies that wonít contribute to rising levels of greenhouse gas emissions, writes Andrew Allentuck. By Andrew Allentuck

Back to top

Issue 48: March 2007

Riding out the market's volatility
Coping with the shakes takes the right investment strategy For the investor, the trick is understanding that volatility going to happen, and then doing something about it, writes Andrew Allentuck.
By Andrew Allentuck

Keeping the bogeyman at bay
It's hard to argue with the idea that knowledge is power. But can you ever know enough to protect yourself from volatility? Paul Sullivan took a look back to find out.
By Paul Sullivan

Smoothing out the rough spots
Marchís market jitters have a lot of investors craving a little harmony in their portfolios. Yin and yang funds can help you get there, writes Dale Jackson.
By Dale Jackson

Charting a course through the turmoil
Technical analysis offered up some warning signals that the markets were in headed into a rough patch. Yola Edwards eyes some strategies you can use the next time it looks like things are getting rocky.
By Yola Edwards

Letting your portfolio ride in style
Volatile markets are exhausting, if you play their game. But, with a little exposure to everything, you can let your investments ride, writes Rob Carrick.
By Rob Carrick

Back to top

Issue 49: April 2007

The fashionable alternative
Hedge funds hold out the promise of being able to outperform in difficult market environments, writes Andrew Allentuck.
By Andrew Allentuck

Exploring opportunities
Sprott Opportunities Hedge Fund casts a wide net for the unpopular stocks with growth potential, Dale Jackson writes.
By Dale Jackson

Mother Russia's becoming trendy
Rob Carrick introduces a couple of funds that can get you into this undeniably hot market.
By Rob Carrick

The million dollar question
Paul Sullivan examines investment strategies for tapping into B.C.'s red-hot real estate market.
By Paul Sullivan

Keep it simple
Yola Edwards says a surging Loonie and strong oil sector suggest it is best buck the gobal trend and buy Canadian.
By Yola Edwards

Back to top

Issue 50: May 2007

Waiting in the wings
Bonds can insure portfolios against losses and eventually revert to cash.
By Andrew Allentuck

The cuddly side of a bear market
A new crop of exchange-traded funds ensure that if major stock indexes are down, these critters go up.
By Rob Carrick

Hibernating never looked so good
Money market funds provide a nearly risk-free way to hold money that can be accessed quickly.
By Dale Jackson

Don't get in the way of a freight train
The bear may not land until 2010, leaving some time to be aggressive.
By Yola Edwards

Grin and bear it
It may not be exciting, but stocks with a high dividend yield provide ample protection in a Bear Market.
By Paul Sullivan

Back to top

Issue 51: June 2007

In the summertime ...
Repair to the hammock and relax knowing your dividend funds are safe and resilient.
Rob Carrick

Take a summer cruise
Take a proven performer, like a long haul mutual fund, to smooth out the twists and turns.
Dale Jackson

Sell in May and go away
Where to invest when the markets head south.
Andrew Allentuck

Rich dad, poor dad
The advice father gave me many summers ago sill stands up, writes Paul Sullivan.
By Paul Sullivan

Slow and steady wins this race
You can enjoy the summer if you follow Warren Buffet's time-tested investment strategy.
Yola Edwards

Back to top

Issue 52: July 2007

The merits of cash
Dale Jackson asks, could the carry trade carry your savings away?
Dale Jackson

Towards a more diverse currency standard
Asian currencies at risk in the wake of the growing U.S. credit worries.
Andrew Allentuck

The Big Mac attack
Despite appearances to the contrary, the currency market doesn't require a grasp of voodoo to get it in the game.
Paul Sullivan

The Loonie’s golden glow
Currency fluctuations and stock market gyrations usually lead to higher gold prices, but that has not happened yet.
Yola Edwards

Back to top

Issue 53: August 2007

The best offence is a good defens-ive stock
Consumer products Ė mundane, perhaps, but they showed resiliency during the recent market correction writes Andrew Allentuck.
Andrew Allentuck

Don't count out battered bank stocks
A wounded bank provides a good opportunity to get in on an excellent long-term investment.
Rob Carrick

The widows and orphans of tech
Some of the tech sector’s heaviest hitters have clearly been wronged in the recent market correction, Dale Jackson offers some good candidates poised for a comeback.
Dale Jackson

Bowed but not broken
iShares Dow Jones U.S. Broker-Dealers Index Fund took a beating, but it’s weathered the storm.
Yola Edwards

Time for a safe haven
Fear that the lending crisis is far from over has pushed gold prices higher, and it may not have peaked, writes Paul Sullivan.
Paul Sullivan

Back to top

Issue 54: September 2007

Patience is a virtue
OK, the banks weren't the best choice over the past year to grow an inheritance, but just wait a few years.
Rob Carrick

A double digit gain for Uncle Horace
Dale Jackson planned to invest his fictitious investment wisely, as explains, a diverse portfolio came through.
Dale Jackson

The Do Nothing strategy
Buy three stocks and forget about them for one calendar year, reap 14 per cent returns.
Paul Sullivan

Horace was always a resourceful man
Yola Edwards turned to the materials sector and alternative energy sources to turn her ficitious inheritance into a 34 per cent gain over one year.
Yola Edwards

Back to top

Issue 55: October 2007

Can the loonie's surge last?
When it may return to earth is an issue vital to investors and to almost every part of Canadian business, Andrew Allentuck reports.
Andrew Allentuck

Still some mountain left to climb
Yola Edwards explains why she feels the loonie's acsent will continue.
Yola Edwards

Give the loonie some love
Naysayers are looking to predict its fall, write Paul Sullivan, but thanks to demand for commodities, he feels it is nothing by good times ahead.
Paul Sullivan

An eye for a bargain
Every time the loonie climbs higher against the U.S. dollar, it makes buying American stocks more attractive.
Rob Carrick

Don't close the barn door just yet
The rocket-powered loonie has impacted the average retail investment portfolio, but there are some ways to hedge your exposure to currency fluctuation.
Dale Jackson

Back to top

Issue 56: December 2007

The best advice there is

Rob Carrick

Advice that stands the test of time

Dale Jackson

Patience is an investment virtue

Andrew Allentuck

Buy low, sell high?

Paul Sullivan

By the numbers

Yola Edwards

Back to top

Issue 57: January 2008

Planes: The friendly skies of Westjet
What's not to like about a company with a strong track record of record-breaking profits and passenger growth?
Paul Sullivan

Trains: Bombardier back on track
It's full steam ahead for the transportation giant and world's largest manufacturer of trains and subways
Andrew Allentuck

Automobiles: The Big Three's struggle
The gang that can't drive straight are still striving to find their equilibrium
Rob Carrick

Transportation: Change coming round the bend
A stock which closely mirrors the index, say Boeing, may offer an opportunity to participate in the index's expected rebound
Yola Edwards

Back to top

Issue 58: February 2008

Stock market poison?
The markets usually suffer through the first year of new administration, no matter what political party wins, writes Rob Carrick.
Rob Carrick

An old time technology revival
Politics and business are both influenced by sentiment and it's on that common ground where technology thrives, writes Dale Jackson.
Dale Jackson

Moving markets
History shows that stock investors do best with a Democrat in the White House. writes Andrew Allentuck.
Andrew Allentuck

The McCain option
Yola Edwards considers the impact a government run by the current Republican front-runner would have on the markets.
Yola Edwards

Back to top

Issue 59: March 2008

Carlos Slim Helu
It is impossible for a Mexican citizen to go one day without enriching the world's No.2 richest man
Andrew Allentuck

Warren Buffett
The Oracle of Omaha is no one-trick pony
Dale Jackson

Sergey Brin and Larry Page
The collective brilliance of the Google guys has led to their company cornering the search engine market
Paul Sullivan

SC Johnson and Son Inc.
A family company that has stayed true to its roots by treating employees well
Yola Edwards

Back to top

Issue 60: April 2008

Weathering the storm
Take refuge in energy, food and discount retail stocks, Yola Edwards writes
Yola Edwards

Don't get caught naked
An investor can reduce risk with covered calls, but it is a tricky game, writes Dale Jackson
Dale Jackson

A six-pack solution
Malt beverages are not on the menu, but Rob Carrick offers some stocks that could keep you refreshed during a flat stock market
Rob Carrick

A deep well
The booming Oil sector offers a safe bet in turbulent times, explains Paul Sullivan
Paul Sullivan

A security blanket
Bonds offer a way to survive the markets writes Andrew Allentuck
Andrew Allentuck

Back to top

Issue 61: May 2008

Fighting the invisible enemy
Experts are hedging against inflation without missing out on growth opportunities on global equity markets – and they’re doing it in interesting ways.
Dale Jackson

The chicken or the egg
Fight rising food prices by going back to the farm
Yola Edwards

The REIT Stuff
When it comes to fighting inflation, real estate packs a punch
Rob Carrick

When prices rise, own the problem
One part of capital markets tends to thrive when inflation is roaring – commodities
Andrew Allentuck

Back to top

Issue 62: June 2008

Winds of change
Europe blows away Canada on wind power
Dale Jackson

Blinded by the light
A growing demand for energy shines spotlight on solar power
Yola Edwards

The nuclear option
This fossil fuel alternative has been around a while, but figures to play a greater role in the future
Rob Carrick

Ebb and flow
Tidal power is a clean, predictable and renewable energy option
Andrew Allentuck

Back to top

Issue 63: July 2008

Poor medal count for Olympic stocks
“Weaker, lower, slower” - that should be the theme for major sponsors of the 2008 Beijing Olympics
Dale Jackson

Trade on an Olympic proportion
Canada is having a boom in trade with China — but can it last?
Andrew Allentuck

A gold and silver jump off?
Despite their coveted status among Olympic athletes, there is not a lot of good news in the futures market for these precious metals
Yola Edwards

In praise of bronze
Everyone knows that Gold is the most desired Olympic medal, but Paul Sullivan makes a case for its poor cousin
Paul Sullivan

Back to top

Issue 64: November 2008

A strong bond
A good bond will return your money one day, a promise no stock can make, but inflationary pressure could erode value
Andrew Allentuck

Trusts look good, on the surface
You'll have to dig deep to find the trusts that will stand up bravely in this volatile climate
Rob Carrick

Who's got your back?
Money market funds carry very little direct market risk, but the safety of these investments depend on who is behind the holdings.
Dale Jackson

Go for Gold
No one knows shere the price of bullion will go, but most, including some wise investors believe demand has not peaked
Paul Sullivan

Oil's well that ends well
During times of turmoil in global financial markets investors turn to physical assets
Yola Edwards

Back to top

Issue 65: January 2009

The Year of Hope
Once you start thinking green, a whole new world of investment opportunities appear
Paul Sullivan

Keep things simple
Make a fresh start in 2009 by getting to know exchange-traded funds
Rob Carrick

Get ready for a changing world
Rarely have so many, been so wrong, about so much
Dale Jackson

Time to get back in the game
It appears that the worst is behind us, now it's time to add to portfolio positions
Yola Edwards

A three-step guide to a fresh start
Forget bonds and booms; turn to bonds and preferreds and lock in returns
Andrew Allentuck

Back to top

Issue 66: February 2009

The Best Performance by a Mutual Fund in a Bear Market
Ivy Foreign Equity: In a year that will live in investing infamy, this unassuming global equity fund lost only 6.95 per cent
Rob Carrick

Keep things simple
In these troubled times, even cosmetic treatments can't mask some serious price corrections
Yola Edwards

The Best Stock Under $10
The nominees are: Bank of America, Starbucks, Eldorado, PMC-Sierra and Suntech
Paul Sullivan

The Best Performance by a Bond Award
Global Government Bonds beat all comers last year with a 38.7 per cent return in a year when every stock market index saw losses
Andrew Allentuck

And the Golden Raspberry goes to...
TD Corporate Bond Capital Yield fund took a 8 per cent hit on a portfolio of rock-solid Canadian bond issuers last year
Dale Jackson

Back to top

Issue 67: March 2009

The fallen
by Andrew Allentuck

The old rules don't apply
by Yola Edwards

Get out the mops and pails
by Paul Sullivan

Pull the biggest weeds first
by Dale Jackson

A good place to start
by Paul Carrick

Back to top