Posts by Canadian MoneySaver

Thumbnail for Good Things Come In Small Packages: Why We Like Small And Mid-Cap U.S. Stocks

Closer to the end of 2020, Peter Hodson and I, with Belco Private Capital Inc., launched the i2i Long/Short U.S. Equity Fund, a fund focused on small and mid-cap U.S. stocks. Naturally, being Canadian and operating in Canada, it begs the question of why U.S. small and mid-cap (SMID-cap) stocks are in the first place. So, let’s look at some of the reasons why we like U.S. SMID-caps. 

More Opportunities 

The first reason is obvious; the SMID-cap space in the U.S. is multiple the size of the Canadian SMID-cap space. One of the reasons we like small and mid-cap names, to begin with, is that they tend to fly more under the radar, and markets tend to be slower to catch on to promising companies. As an example, we count roughly 57 analysts who cover Amazon. That is 57 people whose full-time job is

Thumbnail for Post-Pandemic Non-Retirement

Ellen roseman speaks to Barbara Stewart, Chartered Financial Analyst and Research, about post-pandemic non-retirement as well as her Rich Thinking research on women and money and how women are re-inventing themselves as relating to employment, post-pandemic. She also discusses her five post pandemic financial planning retirement tips.

Thumbnail for Urgent! You need a Will!

Ellen Roseman speaks with Tim Hewson from LegalWills.ca about why everyone needs a will and the problems that are created when there isn't one upon death!  They also talk about reasons that people give why they haven't yet gotten one and tips and tricks when you do decide to get a will. 

Thumbnail for The Era of Financial Democratization and the Emergence of Blossom Social
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The Internet Era and Financial Information

Finance has always been a respectable career due to its contribution not only to people's retirement plans, but it also facilitates companies’ ability to raise capital to create jobs and improve society. Investing knowledge was often thought to be acquired only by professionals who graduated with prestigious college degrees from elite institutions, however, that perception is no longer true.

In recent years, accessing information is no longer a competitive advantage. Far gone are the days when investors had to email the authorities and wait two weeks until they can receive a company’s quarterly earnings or annual reports. Nowadays, investors just need to go to popular websites, such as SEC or SEDAR filings to instantly acquire original information at a cost of almost zero. In fact, financial information has been democratized not only in terms of cost but also its timeliness and ubiquity. For exam

Thumbnail for THAT Infamous Rogers Outage

Do you remember the infamous Rogers outage on 8 July 2022, also known as Red Friday – when a routine maintenance update backfired and led to a shutdown of services for customers across Canada?

A coding error in a routine maintenance update deleted a routing filter in its distribution routers, Rogers later told the CRTC. This caused the routers to propagate “abnormally high volumes of routes throughout the core network,” leading some network equipment to exceed capacity and fail.

Like many customers, I had no idea what was going on that morning when I woke to find my phone had no coverage. Was our wi-fi network down? To test that theory, I went outside, but my phone still didn’t work.

There I met a neighbour who warned me to carry cash if I planned to buy anything. He had tried to fill his large car with gas, but his credit card was not acce

Thumbnail for What History Can Teach Us About Upcoming Market Trends  Part 1

I was asked a question by a reader of my blog a couple of weeks ago. It was regarding the potential for a sideways market emerging after the current bear trend ends, rather than the emergence of a new bull market. As it happens, more than 20 years ago, in the January 2001 issue of Canadian MoneySaver, Bull, Bear or Neither? (canadianmoneysaver.ca), I wrote an article that was one of his most important market observations at the time. The article, entitled “Bull, Bear or Neither”, appeared to be among the first to suggest the end of the mega bull market that, at the time, had been the 1982 to 2000 bull. I postulated the potential of a choppy sideways trading range for the coming decade. My observation at the time was that the US markets had experienced several prolonged sideways periods over its 100+ year history. These choppy sideways periods occurred after each significant bull market.

Going back to the early 1900s, there have been four major periods of sideways

Thumbnail for Self-Directed Investing and Online Brokerages

Ellen Roseman speaks with Hamish Khamiza, President and CEO of SparxTrading, an online media company which publishes digital investment content for DIY investors.  They chat about online investing, online brokerages, dividend re-investing and upcoming trends.