In this post, I take a look at sector changes in the S&P/TSX Composite Index from 2006-2020. A sober reminder that sometimes what goes up, must come down.
Read MoreBlog
Articles
I've never believed in the merits of a momentum investing strategy, but what about an anti-momentum strategy? So I hypothesized the following: "During periods of high market volatility among sectors, the best performing sectors in the past six months will end up having the worst forward six-month returns, and vice versa." Read on to find out if I'm right!
Read More
Social investing - you may have heard of it. Alternatively known as responsible investing or investing based on ESG (Environmental, Social, and Governance) factors, there are a fast-growing number of funds catering to investors looking to put their money where their mouths are. But can they outperform? Read on to get an in depth look at the Jantzi Social Index and how it's constructed.
Read More
While there are several thousand stocks that investors could purchase, in general all stocks tend to fall into one of three groups—growth stocks, value stocks, and dividend stocks. As the name suggests, growth stocks typically offer potential for outsized capital gains due to their high levels of growth. But growth stocks also usually have extremely high stock valuations, and most do not pay dividends to shareholders. As a result, growth stocks can be very risky, particularly during recessions.
Read More
If a company cuts its dividend, is it time to sell? Taking advantage of this unique opportunity to analyze the market with so many companies cutting dividends due to COVID-19, I've analyzed 174 U.S. dividend cut announcements and their subsequent price performance relative to their sector benchmarks. The results were intriguing!
Read More
Check out this week's biggest movers in the S&P 500 and S&P/TSX Composite Indexes for the week ending May 8, 2020!
Read More
Check out the total weekly returns for all companies trading on the S&P 500 and the S&P/TSX Composite Index here! Report generated for the week ending May 1, 2020.
Read More
The big winners and losers by sector for the S&P 500 and the S&P/TSX Composite Index. Week Ending April 24, 2020.
Read More
As an investor, it is important to understand that your portfolio returns will be determined primarily by asset and sector allocation rather than individual security selection. Therefore, by starting with an industry analysis, you can first determine the best sectors and industries to invest in and then determine the individual stocks which make up your portfolio. This article provides a framework for such industry analysis.
Read More
Check out the major advancers and decliners by sector for companies in the S&P 500 and the S&P/TSX Composite Index for the week ending April 17, 2020.
Read More
Have you ever wondered who really runs the show when it comes to the top Canadian publicly traded companies? Check out my analysis of the most well-connected directors serving on S&P/TSX Composite Index member companies.
Read More
I’m excited to announce that beginning this Sunday, I will be including the weekly total returns for the S&P 500 as well as the S&P/TSX Composite Index in my weekly email to subscribers. In addition, you’ll now get to download a single file showing all the weekly returns for all of the major Canadian and U.S. equities all in an easy-to-use format, allowing you to compare weekly performances across sectors and industries.
Read More
Check out the top advancers and decliners on the S&P/TSX Composite Index for the week ending April 3, 2020.
Read More
Learn about how to create a performance attribution report on your investment portfolio. See the reasons for your over or underperformance by calculating the allocation and selection effects and use that information to determine if ETF's are right for you.
Read More
Check out the top advancers and decliners for the TSX for the week ending March 27, 2020.
Read More
With all the negativity in the world today, there is one distinct group of people who always see the glass as half full: equity analysts. I’ve written about equity analysts several times before and warned against the dangers of relying on their price targets when making investment decisions, but with the recent volatility (mostly downwards) in stock prices, I feel it’s worth a more up-to-date analysis to see just how optimistic they are that things will turn out rosy in the near term.
Read More
Check out the top advancers and decliners for the TSX for the week ending March 20, 2020.
Read More
Check out this week’s best and worst performers by sector - take a guess as to which company was the only one to end up in the green?
Read More
We’ve all been taken for a ride during this stock market downturn, and the truth is that nobody really knows when it’s going to end. It will end, eventually, but you may be more than a bit saddened when it’s all said and done. For me, I’m trying to look for the silver lining in all of this, and with that have found a new appreciation for dividend investors. Come check it out!
Read More
Click here to see the top TSX advancers and decliners by sector for the week ending March 6, 2020!
Read More