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Your financial life is serious business. When it comes to achieving major long-term financial goals, the stakes are high. Now imagine if you were responsible for overseeing the Canada Pension Plan Investment Board (CPP InvestmentsTM) and the Fund’s over $700 billion worth of net assets. Surely, it would be invaluable for MoneySavers of all ages—but especially for young adults—to learn how the professionals at the helm of CPP Investments, the independent Crown Corporation tasked with ensuring that the CPP is financially sustainable, manage the Fund for more than 22 million Canadians, six million of whom received CPP benefits last year.
How a company communicates during a crisis offers investors a rare window into its leadership quality and organizational culture. Media narratives during corporate crises can drive dramatic stock price movements, but beneath the Public Relations (PR) spin lies valuable intelligence for the discerning investor. By understanding how to evaluate crisis communications, investors can distinguish between temporary setbacks and fundamental business problems, potentially identifying both risks and opportunities ahead of the market.
We’ve all heard that successful investing happens when you “buy low and sell high”, but I encourage you to challenge that approach and implement an alternate investment strategy. Here’s why:
For prior parts of the “Big Winner Series”, we discussed common mistakes to avoid when looking for big winners and then the primary factors that make up a potential big winner. As mentioned in the previous articles, finding big winners is not easy, and the hardest part is the act of holding on to them long enough to let them become a big winner in your portfolio. In this article, we are going to look at methods to help an investor hold onto a big winner once they have found one.
European defence stocks have vastly outperformed the S&P 500 this year and so far, show no sign of slowing down. Despite the currency risk, Canadian investors may be able to ride the momentum.
Like every consumer industry, investment tastes change to reflect the times. The utilitarian 60/40 portfolio is now deemed passé and poorly suited for these tumultuous times. Alts (a.k.a. ‘alternative investment strategies’) are roaring down the product pipeline. Once the exclusive domain of institutional investors, family offices, and high-net-worth individuals, these often pricey and opaque strategies, such as private equity, private credit, and venture capital, are now being pitched to the hoi polloi. But are they “a must-have”—or “a most hyped”?
In October 2024, the Ontario Securities Commission (“OSC”) released a Consultation Paper 81-737 (the Proposal) for comment to enable retail investors access to illiquid long-term assets through a new type of prospectus-qualified investment fund.
Spring is all about being refreshed, renewed, and new growth. It also offers a good time to look at your portfolio to make sure it is still doing what you intend it to do, particularly as the markets have been bumpy over the last few months. In many cases, the growth story in many individual stocks may have changed over the last few months. That industrial name exposed to tariff risks might not be quite the growth stock you thought it was. Or maybe, that gold mine has had such a significant run that it is time to rebalance a little. Of course, it is not always easy to find those compelling growth names that will help drive your portfolio to the next level. We wanted to look at three metrics that can help an investor cut through the noise, and hopefully, make it easier to find that next great growth stock.
Spring is here and Canadians are getting their gardens ready. At my house, our daughter has a fan blowing on her indoor plants, which she says she will move outdoors on the Victoria Day weekend once the overnight temperature is consistently above 10 degrees Celsius. The plants, she says, will grow tall and are used for making a substance used in rope and industrial textiles. She’s only allowed to grow four of them, she said. Hmm.