Canadian equity fund managers are tilting their portfolios heavily toward cyclical stocks, betting on economic improvement and crossing their fingers in hopes of an upside surprise.The consensus economic prediction for 2011 won’t surprise anyone: sluggish growth with a vigilant watch on a few fronts. For instance, fund managers are aware of the risk that China’s […]
Strong Canadian dollar will help some industries, hinder others
13 stocks expected to produce superior results
Industry going in two directions based on commodity prices
Soft assets or hard assets? Banks or base metals? This is sometimes the basic choice for Canadian investors — and it is part of a fundamental investment trade-off throughout known stock market history. We know the recent version of this story: banks and financial assets enjoyed a record boom in the 1980s and 1990s; since […]
One firm is expected to do well in the short term but not so well in the long term. The opposite is expected of the other retailer
Restructuring efforts are paying off for Torstar, Transcontinental and Glacier Media
Uncertainty in the U.S. housing market remains a key concern
The rising loonie continues to plague the bottom line for many Canadian companies; take note of how this affects your clients