Articles

2024 was a strong year for the U.S. equities market in general, given the tailwinds from declining inflation and a new cycle of easing interest rates.

That being said, not all sectors performed. The Energy sector overall was up slightly, around 2% (dividend included) for the year, while the S&P 500 and Nasdaq have provided returns of approximately 25% and 32%, respectively. The drastic underperformance made energy relatively attractive compared to the overall market which is trading at premium valuations compared to historical averages.

While Valentine's Day is a time to show some appreciation to those we love, and maybe even a chance to ignite a spark with that special someone you have known for some time, there is also a darker side to Valentine's Day. Maybe it is me, as I was never one to have a mailbox overflowing with Valentine's requests back in the day (believe it or not!), but this special day often seemed to be a day where many would also re-evaluate their relationships and benchmark them against their more popular peers. Many might conclude that “It’s not you; it’s me”, and decide that Valentine's Day (or at least after waiting a reasonable period after the day) is the time to break up and move on.

I’ve been dating a lovely man for the past couple of years, and I suspect he is planning to propose to me on Valentine’s Day. I’m a little nervous since this would be my second time at the altar, and there were money issues in my first marriage. We haven’t really talked about our attitudes towards money. What suggestions do you have?

It will likely be no surprise to dividend investors that the Beat the TSX (BTSX) portfolio lagged its benchmark index in 2024. BCE (BCE Inc.), a stalwart dividend stock for decades, has been crushed to prices not seen since 2010. And Algonquin Power & Utilities (AQN) continued the brutal slide it began in 2022, with another dividend cut and accompanying price drop.

Investors across all ages may be curious about their individual retirement goals, and the largest question of them all, is how much is needed for retirement. In this article, we wanted to discuss not only a quick and simple way to measure the approximate amount one might need at retirement but also, a study on the 4% withdrawal rule and how that has performed across different investment types.

In this article, I will explain the different types of risks, highlight common investment pitfalls, and discuss actionable ways to navigate market volatility. Whether you’re a seasoned investor or just starting out, this guide should provide valuable lessons on managing risk and making informed financial decisions.

Everyone knows that Nvidia is doing really well making chips for Generative AI; depending on the day, it’s the world’s most valuable company. I am trying to find an undiscovered stock that might benefit from Gen AI. I read something about liquid cooling in the data centres…does that make sense?

2024 is coming to an end, which has marked a solid year for equity in both Canada and the U.S. markets, due to a favourable macro backdrop of interest rates easing and a meaningful slowdown in inflation. It has been a while since our last update of the CMS Model Portfolio. Before we go into details about the performance and changes to the portfolio during the year, we wanted to briefly discuss the strategy and the objectives of the portfolio.

Fifteen years ago, American investor Kevin Vogelsang caught the bug for buying Chinese stocks. He took a position in FAB Universal Corporation, a brand created in 2008 that had over 12,000 self-service kiosks located throughout China where customers would download music, movies, and TV episodes while watching video ads. After several tumultuous years, by 2017, FAB Universal finally ceased operations, making the shares worthless. Looking back on the experience in the Wall Street Journal, Vogelsang admitted he should have paid more attention to the company’s AMEX ticker: FU.