With the Q2 newsletter to be released over the next week (it is a month late due to my vacation and moving. It is tough to write and have quality ideas when you have not done any reading), I thought it would be a good idea to review the performance. In the previous newsletter (dated […]
Read moreEnergy Investment Idea
This idea is predicated on three assumptions I have There will be no Border Adjustment Tax on Canadian energy imports to the USA. The price of oil stays above $40US/barrel The US-Cdn exchange rate stays below $1.35Cdn Dollars for each US Dollar (above ~$0.74US Dollars per Canadian Dollar). If these assumptions remain true, Canadian energy stocks […]
Read moreUpdate on the Canadian Economy
I have been more bullish on the Canadian economy than most. I have expected a higher Loonie because of this. The Loonie has broken above the downtrend line from the May 2015 high and the 50 day moving average is approaching the 200 ma from below. A break above 77US cents would confirm the bullish […]
Read moreHow to Short a Stock
HOW TO SHORT A STOCK Steps to Short Stocks To short a stock, you have to borrow the stock first. This requires calling your broker or discount phone line. The stock can be borrowed from other investors or from the firms account. Your advisor or discount representative will find the stock. There is an interest […]
Read morePortfolio Strategies
PORTFOLIO STRATEGIES There are numerous investment and portfolio strategies one can follow, each with its own pros and cons. While there is a certain amount of general portfolio advice, the specific approach you should choose is entirely based on your investment goals and style, as well as your personal preferences. When you or your portfolio […]
Read moreExchange Traded Funds
EXCHANGE TRADED FUNDS ETF Insight An Exchange Traded Fund (or ETF) is an investment fund, similar to a Mutual Fund, but one that can be bought and sold during the trading day on a stock exchange. ETFs can track stock indexes, stock sectors, commodities, bonds or specific investments, such as art or a specific strategy. […]
Read moreStock Tips
STOCK TIPS Stock Strategies To be a successful stock investor, there are a few rules and guidelines that one needs to follow. 1) Do not look for – or accept – stock tips Peter Lynch, one of the greatest and most successful investors of all time had the following to say about market stocks tips: […]
Read moreInitial Public Offering
INITIAL PUBLIC OFFERING An Initial Public Offering, also known as an IPO, is the process that a private corporation takes to become a public corporation by listing its shares on a stock exchange. The simple difference between a private corporation and public corporation is the number of shareholders allowed by law, and the ease with […]
Read moreStock Markets
STOCK MARKETS What is a Stock Market? A stock market is a secondary market where shares of listed companies trade. It can be a formal exchange, such as the NYSE or Toronto Stock Market, or an Over-The-Counter Exchange, like the NASDAQ. Why Stock Markets Exist Raising Capital In free-market economies, stock markets (or stock exchanges) […]
Read moreInvestment Strategies
INVESTMENT STRATEGIES There are many roads to investment success and investors should be aware of all the different investment options they can take. Regardless of which investment strategy you choose, the key is to find one that leads to a well-balanced portfolio and stick to it. Portfolio Strategies There are a number of excellent investment […]
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