These US ETFs Enhance Returns While Mitigating Risk
Quality investing is an enigma. Few, if any, investment strategies increase return without increasing (or even cutting) risk. But the quality factor has done just that over the past decade. Higher return without higher risk is counterintuitive and undermines economic theory in finance textbooks. What’s more puzzling is that there’s no universally accepted definition of […]
Top and Bottom Performing Canadian Stocks of February
Against a backdrop of trade tensions with the United States and uncertainty about Bank of Canada interest rate cuts, Canadian stocks were little changed in February. During the month, which were the best- and worst-performing Canadian stocks? The Morningstar Canada Large-Mid Cap Index fell 0.1% in February. The large-mid index tracks the performance of the […]
PDAC: International Seizures Highlight Need for Legal Awareness
Resource nationalism abroad is hiking costs for miners and showing how they need solid agreements and recourse avenues, lawyers said at the Prospectors and Developers Association of Canada (PDAC) conference. The past few months have seen Western miners initiate arbitration proceedings amid disputes with host governments in West African countries, including Barrick Gold (TSX: ABX; NYSE: […]
Tariffs Put Canadian Dollar in a Vulnerable Position
International tensions have turned the Canadian dollar into a punching bag for market volatility, with sharp swings driven by tariff announcements and uncertainty over US-Canada trade relations. Analysts warn that unless this uncertainty subsides, the Canadian dollar could remain on shaky ground for the foreseeable future. The Canadian dollar fell back to C$1.45 against the […]
Curaleaf Earnings: Impact of Price Compression on Results…
Curaleaf Holdings’ CURA fourth-quarter net revenue declined 4% over the prior year to $331 million, and adjusted EBITDA margin narrowed 117 basis points to 23%, as US price compression offset growing international medical demand and states with recently opened adult-use markets. Why it matters: As Curaleaf remains in a growth stage, sales growth is important […]
Top 10 High-Performing Canadian Dividend Stocks
Dividend-paying stocks that combine healthy balance sheets with hefty yields can provide investors with steady incomes, cushion against market downturns, and grow investments at a healthy clip. In February 2025, the top-performing dividend-payers included renewable energy firm Innergex Renewable INE, packaged foods company Maple Leaf MFI, and industrial distributor Finning FTT. To find the month’s […]
Stocks Impacted by Reciprocal Tariffs
The S&P/TSX Composite Index ended a volatile day in the red having lost 429 points. The benchmark index was down 1.7% at the close, after staging a slight recovery from a 2% decline at the open in the morning of March 04, dragged down by sweeping new US tariffs on Canada that took effect on […]
PDAC: ETFs Linked to Underfunding in Exploration
Mineral Fund Advisory President Christopher Berlet speaks at the PDAC conference. Credit: Frédéric Tomesco Massive investment flows into metals exchange-traded funds (ETFs) over the past two decades are the main reason miners are struggling to raise capital, an analyst told the world’s biggest mining conference. Global metal and mining ETF assets rose about 6% in […]
Three Canadian Stocks Currently Overvalued
Gold mining and financial services stocks have been big winners over the past year. Riding the secular trend, Kinross Gold K, Agnico Eagle Mines AEM, and Fairfax Financial Holdings FFH stand out as the most expensive Canadian-listed stocks, according to Morningstar analysts. For this article, we screened Canadian-listed stocks under Morningstar’s coverage, ranked them based […]
A High-Performing US Stock to Purchase Before It’s Too Late…
Hershey HSY shares are on a tear, up nearly 20% this month. Yet this wide-moat company still looks 15% undervalued to us. While we expect high cocoa costs to eat into gross margins in 2025, we like Hershey’s dominant position in its industry and think management’s smart brand investments and ability to extract costs bode […]