Search found 4567 matches

by Taggart
14 Nov 2017 05:18
Forum: Financial Planning and Building Portfolios
Topic: Robo-advisors
Replies: 55
Views: 5660

Re: Robo-advisors

Haven't delved into them, but according to Andrew Hallam in Millionaire Teacher Second Edition, American expatriates have access to at least three U.S. based robo-advisors. Assetbuilder, PlanVision, or RW Investment Strategies.
by Taggart
11 Nov 2017 07:36
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Fairfax Financial Holdings Limited (Symbol-FFH)
Replies: 166
Views: 24720

Re: Fairfax Financial Holdings Limited (Symbol-FFH)

Fairfax buys $11.8 million worth of Torstar shares

The financial company now owns 40.6 per cent of the Toronto Star owner's non-voting shares.
by Taggart
10 Nov 2017 18:01
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Power of Dividend Growth 2011 (and beyond)
Replies: 731
Views: 52419

Re: Power of Dividend Growth 2011 (and beyond)

I missed this one from a couple of months ago. Financial Post Jonathan Ratner You’ve probably heard the argument before: companies that pay dividends are better investments than those that don’t. The data certainty supports this thesis, most recently, with an analysis from Desjardins Capital Markets...
by Taggart
09 Nov 2017 15:26
Forum: Financial News, Policy and Economics
Topic: Clippings 2017
Replies: 262
Views: 15887

Re: Clippings 2017

http://www.morningstar.com/news/market-watch/TDJNMW_20171108777/update-nikkei-tops-23000-for-first-time-since-1992-as-asian-market-rally-continues.html "Japan's Nikkei topped 23,000 for the first time since January 1992" Stocks for the long run can truly be for the long run. Yes, Park but 23000 in ...
by Taggart
08 Nov 2017 15:38
Forum: Financial News, Policy and Economics
Topic: Clippings 2017
Replies: 262
Views: 15887

Re: Clippings 2017

If you look at for example the S&P 600 SmallCap Index, what that index does, which is distinct from its peers, is it screens potential stocks to be included in the portfolio for profitability. It effectively acts as a quality screen. What you see is that when you screen small caps for quality, scre...
by Taggart
05 Nov 2017 08:14
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Small Stock Investing.
Replies: 7
Views: 345

Re: Small Stock Investing.

I went through the taxable portfolio and was surprised to find that we had only two companies could be classified as small according to the iShares S&P/TSX Small Cap Index ETF Gluskin Sheff and High Liner Foods. Owned Home Capital until last spring until they showed that they weren't quite the good ...
by Taggart
04 Nov 2017 18:12
Forum: Retirement, Pensions and Peace of Mind
Topic: RRIF Withdrawal
Replies: 35
Views: 1773

Re: RRIF Withdrawal

I'll be converting to a RRIF in a couple of years, and had planned just to sell my own assets into cash before withdrawal.
by Taggart
04 Nov 2017 16:46
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Enbridge (Symbol-ENB)..are we getting close to a buy???
Replies: 231
Views: 27183

Re: Enbridge (Symbol-ENB)..are we getting close to a buy???

Putting Enbridge's bad day into perspective

Saturday, November 4, 2017
JOHN HEINZL

Why did Enbridge's shares get hammered this week?

Sometimes, it's not what a company says, but what it doesn't say, that gives investors fits.
by Taggart
31 Oct 2017 12:23
Forum: Financial Planning and Building Portfolios
Topic: Net Worth At Age 35?
Replies: 12
Views: 592

Re: Net Worth At Age 35?

I've met people many years ago who retired at the age of 35 or a bit later. Both couples each had around a half million USD, but that was around the mid to late 1980's when they left full time employment. They are now worth well over a $million each, even after retirement, travelling the world and r...
by Taggart
31 Oct 2017 07:57
Forum: Financial News, Policy and Economics
Topic: Momentum investing
Replies: 16
Views: 371

Re: Clippings 2017

O'shaughnessy uses value strategies combined with momentum. He has tweaked his momentum portion recently so what he has writren in ' what works on Wall street' is likely his former strategy of simple 12 month momentum. Can't recall exactly how he applies momentum now but lots of info on his website...
by Taggart
31 Oct 2017 04:12
Forum: Financial Planning and Building Portfolios
Topic: Retirement Portfolio Comments Sought
Replies: 15
Views: 751

Re: Retirement Portfolio Comments Sought

I would think having 100% bonds in a RIF would be way too risky. There would be less portfolio risk by just using a simple RIF portfolio like 60% bonds, 20% U.S. equity, and 20% international using broad based index ETF's or funds like TD e-Series. To make it even simpler you could go with just XAW ...
by Taggart
30 Oct 2017 08:29
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2017)
Replies: 500
Views: 47759

Re: What did you Buy? What might you buy? (2017)

The last time I owned individual tech stocks was over fifteen years ago. Never been tempted to buy back into them. I figure I have enough in the tech sector in our indexed TFSA's and RRSP's. As far as Canadian financials, in the non-registered account, for individual equities my target allocation to...
by Taggart
30 Oct 2017 03:57
Forum: Financial News, Policy and Economics
Topic: Momentum investing
Replies: 16
Views: 371

Re: Clippings 2017

Where are you finding info on his performance? The info I have is dated but it shows as of a couple years ago that he was underperforming the market by more than his management fee. Perhaps I should have more appropriately used the words past tense. For years, until 2016 I could look at the perform...
by Taggart
29 Oct 2017 19:08
Forum: Financial News, Policy and Economics
Topic: Momentum investing
Replies: 16
Views: 371

Re: Clippings 2017

The Globe & Mails Strategy Lab certainly did not agree with the above. That may well be, but Ken Fisher started his own investment firm back in 1979 and his dad Phil Fisher was one of the top investors of all time so I guess he does have some experience in momentum. It was Ken who first brought for...
by Taggart
29 Oct 2017 18:08
Forum: Financial News, Policy and Economics
Topic: Momentum investing
Replies: 16
Views: 371

Re: Clippings 2017

The Globe & Mails Strategy Lab certainly did not agree with the above. That may well be, but Ken Fisher started his own investment firm back in 1979 and his dad Phil Fisher was one of the top investors of all time so I guess he does have some experience in momentum. It was Ken who first brought for...
by Taggart
29 Oct 2017 14:32
Forum: Financial News, Policy and Economics
Topic: Momentum investing
Replies: 16
Views: 371

Re: Clippings 2017

Here's Ken Fisher's take on momentum investing from 2013 in "The Little Book of Market Myths" "There’s a school of investing built around this idea, called momentum investing. Contrary to a vast body of scholarly research (not to mention actual empirical evidence), these folks believe price movement...
by Taggart
29 Oct 2017 13:13
Forum: Financial Planning and Building Portfolios
Topic: One Fund or Very Simple Portfolio for a New Early 20's Investor
Replies: 31
Views: 650

Re: One Fund or Very Simple Portfolio for a New Early 20's Investor

I've looked at a few of these balanced index funds over the last few years, and thought something around 1% MER in Canada is not too bad....that is until John Bogle in his latest book alerted me to the fact that a balanced index fund from Vanguard in the U.S. has a MER of only 0.14 percent and I wen...
by Taggart
29 Oct 2017 11:07
Forum: Financial News, Policy and Economics
Topic: Clippings 2017
Replies: 262
Views: 15887

Re: Clippings 2017

The no paywall version.

-------------------------------------------------------------------------

Going even further back in market history:

From 1963 to 1983 for the TSE 300, not including dividends, the annual compound growth rate was 6.5% in stocks. Inflation about 6.8% a year.
by Taggart
25 Oct 2017 10:40
Forum: Financial Planning and Building Portfolios
Topic: 25 years ago, did Oct 19 '87 influence you?
Replies: 31
Views: 1281

Re: 25 years ago, did Oct 19 '87 influence you?

I didn't have a lot of money in 87. Still don't, but more than I had then. It was all a bit scary at the time, since I was buying into a market where either the New York Times or Wall Street Journal (can't remember which) had a chart that eerily looked like 1929. John Templeton calmed my jitters lat...
by Taggart
21 Oct 2017 05:30
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Bombardier (Symbol-BBD.B)
Replies: 98
Views: 14711

Re: Bombardier (Symbol-BBD.B)

I find it all very sad to see Canada's aerospace industry sideswiped once again. Avro, Spar and within a few years Bombardier's aircraft division. ------------------------------------------------------ Globeadvisor Bombardier 'just sold the future.' What now? Saturday, October 21, 2017 NICOLAS VAN P...
by Taggart
20 Oct 2017 05:23
Forum: Financial News, Policy and Economics
Topic: NAFTA Renegotiation
Replies: 61
Views: 3146

Re: NAFTA Renegotiation

Well, Canadians have only for themselves to blame. There's something called "diversification", but as long as I can remember Canada's exporters always wanted to take the easy way out, and trade mostly with America. That was about it. Full stop.
by Taggart
20 Oct 2017 05:15
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: AltaGas Services Ltd. (ALA-T)
Replies: 85
Views: 6729

Re: AltaGas Services Ltd. (ALA-T)

It could be that management is seeing something positive down the road that the ordinary investor isn't. I haven't delved into their financial statements, but taking a quick peek at Morningstar, it appears that the company is reporting free cash flow for the first time in well over five years.
by Taggart
14 Oct 2017 11:53
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you sell? What might you sell? (2017)
Replies: 159
Views: 15949

Re: What did you sell? What might you sell? (2017)

I don't own ALA, but i do note they haven't increased their dividend in 2017, so that alone precludes me from even considering buying in until they do so. If they did increase this year, it would be a reason to actually sell them, not buy them. It would be stupid for them to bleed even more cash on...