May 15
Old Age Security: Steady as She Goes
Here’s why retired Canadians can trust they will continue receiving their Old Age Security (OAS) cheques, even with countless economic challenges ahead.
Is it Better to Buy a Bond or a Bond Fund?
How the decision to buy bonds on your own comes down to cost, convenience, and skills according to Larry Siegel, Director of Research at the CFA Institute Research Foundation.
A Cheap Growth Stock for 2023 and Beyond
This undervalued stock is a buy for its short-term resilience and long-term potential.
These Are Canada’s Only Gold-Rated Allocation ETFs
They’ve had a massive effect on Canada’s balanced ETF market, and they should continue to outperform other all-in-one.
10 Best U.S. Value Stocks to Buy for the Long Term
The stocks of these high-quality companies look cheap today.
Sustainable ETFs in Canada: How Far Have They Come?
Canadian sustainable ETFs have lower ESG risk than traditional funds, Morningstar’s Ian Tam finds.
Fund Spy: This Contrarian Investment Strategy Works
A first-percentile performer at one, five, and ten-year trailing returns, it’s safe to say this medalist mutual fund is a reasonable contrarian play.
3 Growth Stocks for Aggressive Investors to Buy and Hold
These undervalued smaller growth stocks hold promise over the long term.
Demographic Dividends: How Canadians Can Invest in India’s Growth
The world’s most populous country now has an economic edge – and these Canadian ETFs and mutual funds have exposure to the investment opportunities.
What’s Your Investment Personality: Loner, Follower, or Zombie?
Mindsets strongly affect investor decisions.
May 8
3 Growth Stocks for Aggressive Investors to Buy and Hold
These undervalued smaller growth stocks hold promise over the long term.
Looking for a Strong 60/40 Balanced Fund?
Capital Group manages a great one for Canadian investors.
3 Dividend Stocks for May 2023
The dividend prospects of a utility, a bank, and a REIT.
Berkshire Hathaway: 5 Main Takeaways From the 2023 Annual Meeting
Here’s what you need to know.
10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.
Don’t Count on an Oil Glut: Analysts
A potential oil deficit with demand from developing economies should benefit investors.
Three Lessons From the 60/40 Portfolio’s Stumble
Balanced funds are sometimes dangerous—but can their risks be avoided?
The World is Awash With Debt, So How Do I Invest?
The next source of issues in financial markets is anyone’s guess, but a focus on quality will allow you to sleep at night.
Is Alphabet Stock a Buy, a Sell, or Fairly Valued After Earnings?
With growing advertising revenue at Google and continued strength in the cloud business, here is what we think of Alphabet’s stock.
The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.
May 1
What Happens if a Company’s Stock Falls to Zero?
Here’s how you’ll be affected if a stock becomes worthless – and how to profit.
This Tech Stock Is a Buy Even After 60% Rally
The stock price of this high-quality company still looks cheap today.
For Dividend Investors, Time Pays
Dividends aren’t a magical source of returns, but they can offer an edge.
10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.
Costco: Stock of the Week
Is this Costco’s secret to lasting retail success?
Looking for a Strong 60/40 Balanced Fund?
Capital Group manages a great one for Canadian investors.
Morningstar’s Updated Rating for ETFs and Mutual Funds in Canada
Morningstar Canada’s Ian Tam explains how to use the new rating to find outperforming funds.
Now is When You Get Back into Corporate Bonds: Manager
Invesco’s Matt Brill says the end of rate hikes is near – and you should be rewarded for owning fixed income.
JPMorgan buys First Republic Bank – The Morningstar View
We think it’s a good deal for JPMorgan at least.
The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.
April 24
3 Top Tech Stocks to Buy and Hold in 2023
These undervalued wide-moat stocks hold promise for long-term investors.
10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.
Why is Tesla Stock (Still) So Cheap?
Elon may be overcommitted but Tesla investors shouldn’t lose focus.
Glencore to Teck: ‘It’s On’
With the coal separation stalled, Glencore is likely to return – and other bidders may emerge.
Microsoft Thwarted Over Activision Blizzard – the Morningstar View
After the UK Regulator’s surprise intervention, we are lowering our conviction that the deal will be approved.
The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.
3 Stocks with Strong Cash Flow
Take on stormy economic weather with companies focused on free cash flow.
These ‘High Endurance’ Managers Build a Portfolio They Can Keep
How StonePine puts together solid portfolios with very low turnover.
Should You Save For Retirement or an Emergency First?
Retirement vs. Emergency Savings: How to prioritize in times of economic uncertainty.
Browder: Putin Has Done More For Clean Energy Than Any Climate Activist
Hermitage Capital Management CEO and spirited Kremlin foe Bill Browder returns to the Morningstar studio to talk surprises, strategy, and that intelligence leak.
April 17
What Are Market Bears Saying?
What do Michael Burry, Nasseem Taleb, Nouriel Roubini, and Jeremy Grantham think of the markets today?
10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.
The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.
I Could Have Bought That Gucci Bag – Here’s Why I Didn’t
Personal finance expert Christine Benz says these luxuries in life are better than name brands.
Time to Go Both Defensive and Growth with Your Stock Picks: Manager
Bluewater’s Shah Khan argues that amidst inflation and looming recession, the focus for stock investors should be on strong companies that can thrive in challenging times.
8 Stocks for Impact-Minded ESG Investors
Yes, valuation and values can overlap; we see solid long-term opportunities in these stocks.
Where Buy-And-Hold Works
Abdulai Mohamed makes the case for StonePine’s time-tested approach.
The 10 Best U.S. Dividend Stocks
These undervalued stocks with reliable dividends are worth considering today.
What Does Sustainable Investing Mean for Canadian Fund Investors?
Regulators just made things clearer for ESG investors – which helped us find the top sustainable mutual funds and ETFs in Canada.
Loblaws Gets a New CEO: What to Know
With Galen Weston stepping back as chief executive, senior equity analyst Dan Wasiolek shares his thoughts on Loblaw stock now.
April 10
9 Cheap Local Stocks for Canadians to Invest In
These Canadian companies offer discounted shares for investors looking to boost their domestic exposure.
The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.
Long-Term Growth Trends Canadians Can Invest In
Electric vehicle production, medical technology, and cybersecurity are expected to shine in 2023.
10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.
Why You Shouldn’t Leave Your Cash in a Savings Account
Turns out, there is such a thing as having too much money saved. Here’s why you should get your cash to work for you – and it can’t do that in a savings account.
OSC Issues Cease Trade Order for Emerge ETFs
ETFs cease trading after financial statement deadline missed, auditor quit last November.
Battle of the Balanced Funds: Mawer vs. Manulife
How a bond sleeve made a meaningful difference between these two global allocation funds.
Is Meta Stock Still a Buy After Its Big Rally?
Facebook and Instagram Reels seen as growth drivers.
Teck Resources: Stock of the Week
Why Teck shareholders should hope for another offer like Glencore’s.
4 U.S. Energy Stocks With Fast-Growing Dividends
A record year of profits means U.S. energy companies are paying buckets of cash to investors.
April 3
Battle of the Balanced Funds: Mawer vs. Manulife
How a bond sleeve made a meaningful difference between these two global allocation funds.
The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.
How to Report Your Income from Dividends?
Make sure your income and transactions are properly reported on your tax return.
The Cheapest Moat-y Canadian Bank Stock Right Now
Turmoil in the financial sector has presented a buying opportunity for this well-known Canadian bank.
Budget 2023: Good for Homeowners, “Theatre” For New Buyers
The investor threat is gone, existing homeowners are safe(r) and housing affordability isn’t much better.
Why You Shouldn’t Leave Your Cash in a Savings Account
Turns out, there is such a thing as having too much money saved. Here’s why you should get your cash to work for you – and it can’t do that in a savings account.
Is the Worst Really Over for Bonds?
Franklin Bissett’s Tom O’Gorman argues that the fixed-income market may be bottoming but it’s time to be cautious about corporate bonds.
RBC: Stock of the Week
These businesses at RBC have been running countercyclical.
Do You Really Need $1.7 Million to Retire?
A recent poll says Canadians believe they need that much to retire – but your retirement number depends on your personal financial circumstances.
Fund Teams Face Off: BMO vs. TD vs. RBC
How do portfolio manager teams compare at these big Canadian banks?
March 20
Will Canadian Banks Be Impacted by the Global Banking Crisis?
Market volatility continues for Canadian bank stocks, but funding is stable and unrealized losses appear manageable.
Fund Teams Face Off: BMO vs. TD vs. RBC
How do portfolio manager teams compare at these big Canadian banks?
Is it Time to Short Jim Cramer?
These new ETFs are putting money where Jim Cramer’s mouth is – here’s why you should treat it as entertainment.
Another Banking Crisis, Another Call to Buffett
Berkshire could inject capital into U.S. regional banks in exchange for high-coupon preferred stock and warrants to buy common stock. We don’t expect Berkshire to buy a bank.
Stock Slump Was Good Medicine: Manager
Mawer’s Grayson Witcher is on the lookout for well-managed and attractively priced companies amidst market uncertainty.
The Cheapest Moat-y Canadian Bank Stock Right Now
Turmoil in the financial sector has presented a buying opportunity for this well-known Canadian bank.
How Exposed Are Canadian Investors to Credit Suisse?
These are the problems the Swiss bank is facing, how Canadian banks differ, and how much Credit Suisse stock we’re holding.
Lowering First Republic Stock’s Fair Value Estimate as Depositors Flee
It’s unlikely that First Republic Bank remains profitable, and stock holders could get wiped out.
Canada’s Cheapest (But Well-Rated) ETFs
Cheaper isn’t always better, but it helps.
The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.
March 06
3 Canadian Female Portfolio Managers to Invest with Now
These fabulous female managers are worth your money.
Do You Really Need $1.7 Million to Retire?
A recent poll says Canadians believe they need that much to retire – but your retirement number depends on your personal financial circumstances.
What Should You Buy in Your Portfolio Right Now?
Bonds are attractive again, thematic investing is difficult, and ESG is here to stay, the Morningstar Executive Forum is told.
CIBC: Stock of the Week
Why CIBC and other Canadian banks could be in transition this year – and not in a good way.
The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.
Canadians: Don’t Rush To Buy a House
A few key factors need to settle down before you decide to buy a new home.
Fund Spy: Go for the Known with Low Fees
These mutual funds are consistent, efficient, and cheap. Like 0.35% MER cheap!
More Canadian CEOs Named Michael Than Women CEOs: Report
Equileap’s latest report shows that only 28 companies globally have closed the gender pay gap, and just 18 have achieved gender balance at all levels.
Want to Invest Successfully? Stop Trying to Make Sense of It
Narratives are important in investing, but we may not be doing ourselves any favours in clinging to misleading impressions.
Bank of Canada Pauses, Leaves Rates Unchanged
After eight straight hikes, the Bank left the overnight rate at 4.5% and is continuing its policy of quantitative tightening.
February 27
Canadians: Don’t Rush To Buy a House
A few key factors need to settle down before you decide to buy a new home.
The Best Canadian ETFs for Your RRSP Right Now
Canadian investors should consider these top exchange-traded funds for their retirement savings accounts.
Rate Hikes May Have Gone Too Far – And Bonds Don’t Look Bad
Corporate bonds continue to be attractive as CIBC’s Patrick O’Toole hands the baton to Adam Ditkofsky.
10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.
How to Find Canadian ETFs for Income
Consider a screen for consistent distributions from ETFs and DIY Mutual Funds.
Why You Shouldn’t Leave Your Cash in a Savings Account
Turns out, there is such a thing as having too much money saved. Here’s why you should get your cash to work for you – and it can’t do that in a savings account.
Which Canadian Bank Stocks Will Raise Dividends in 2023?
Morningstar analyst Eric Compton talks about the risks facing Canadian banks in 2023, and tells us his favourite picks.
Do You Really Need $1.7 Million to Retire?
A recent poll says Canadians believe they need that much to retire – but your retirement number depends on your personal financial circumstances.
AGF Global Select: A Rare Fit in Any Environment
This strategy has demonstrated its ability to be nimble and capitalize on market trends.
10 Most Popular Canadian Mutual Funds in 2022
Balanced, income and dividend funds continue to dominate, and only one fund earns the coveted ‘Gold’ rating.
February 6
3 Great Canadian ETFs for 2023 – And Beyond
The best options for investors right now are diversified funds that manage knowable risks and stand to outperform in the long run, irrespective of what comes next.
Are (Canadian) Dividend Funds All That?
Dividend funds for Canucks: We look at mutual funds from across five dimensions to see if they’re all what they’re cracked up to be.
10 Stocks for a Recession
These undervalued stocks come from high-quality companies in defensive sectors.
Is the S&P 500 the Best Way to Play the U.S. Market?
The index is broad, and diversified, but it has its quirks, including not allowing Tesla in till 2020.
3 Dividend Stocks for February 2023
A look at three dividend payers with wide or narrow Morningstar Economic Moat Ratings.
Fund Spy: BMO Balanced ETF vs. BMO Retirement Balanced Fund
Which of the two holds up over the long term?
10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.
Why Healthcare Stocks Have Been Beating the Market
Harvest Portfolio’s Paul MacDonald remains upbeat about healthcare and pharmaceutical stocks in this ETF after a positive 2022.
What Will Energy Stocks Do in 2023?
Could oil and energy stocks replicate their winning streak in 2023? Unlikely.
Netflix: Stock of the Week
The great password crackdown is upon us. What does that mean for investors?
January 30
More to Funds than Fees: Keep an Eye out for these Attributes
Apart from fees, what considerations should investors keep in mind when picking a fund or ETF?
Why is BlackBerry Stock so Cheap?
BlackBerry’s car business growth is overtaking cybersecurity
Experts Forecast Stock and Bond Returns: 2023 Edition
Thanks to higher yields and lower equity valuations, return assumptions for non-U.S. equities are the highest they’ve been in years.
10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.
3 Great Canadian ETFs for 2023 – And Beyond
The best options for investors right now are diversified funds that manage knowable risks and stand to outperform in the long run, irrespective of what comes next.
10 Cheap Stocks With Wide Moats and Low ESG Risk
For sustainable investors, explore opportunities in GSK, Guidewire, Disney, TSMC, and more.
Which Canadian Bank Stocks Will Raise Dividends in 2023?
Morningstar analyst Eric Compton talks about the risks facing Canadian banks in 2023, and tells us his favourite picks.
GICs vs. Bonds: Which Should You Invest In?
Which fixed-income option is best for you? The answer isn’t always straightforward.
11 Undervalued Defensive Stocks for 2023
Veeva, Clorox, and Kellogg are among the defensive stocks trading below our analysts’ fair value estimates.
10 Most Popular Canadian Mutual Funds in 2022
Balanced, income and dividend funds continue to dominate, and only one fund earns the coveted ‘Gold’ rating.
January 23
3 Great Canadian ETFs for 2023 – And Beyond
The best options for investors right now are diversified funds that manage knowable risks and stand to outperform in the long run, irrespective of what comes next.
The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments today.
BCE: Stock of the Week
Guess what Bell’s biggest business is.
Air Canada: Stock of the Week
How will our airline finally make its comeback?
10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.
How to Find Canadian ETFs for Income
Consider a screen for consistent distributions from ETFs and DIY Mutual Funds.
We’re Not in For Another Negative Year: Bond Manager
RBC’s Dagmara Fijalkowski anticipates brighter fixed-income prospects in 2023.
Europe vs China: The Scramble for LNG
Europe’s sharply increased reliance on LNG has put it in direct competition with post-lockdown China.
10 Top Performing Canadian ETFs in 2022
The energy sector dominated, but these winning products differ in important ways.
Which Canadian Bank Stocks Will Raise Dividends in 2023?
Morningstar analyst Eric Compton talks about the risks facing Canadian banks in 2023, and tells us his favourite picks.
January 16
What Canadian Dividends are Likely to be Cut?
Not so fast shooter, look beyond the enticingly high yields to avoid nasty surprises.
Two Dividend Stock Picks for 2023
Bristol Gates’ Achilleas Taxildaris likes two dividend growers – one from Canada, and one from the U.S.
3 Great U.S.-listed ETFs for Your RRSP in 2023
Investors don’t have to give up long-term performance to manage current risks, and they should always be tax-savvy.
7 Ways Investors in their 70s Can Prepare for 2023
If you’re in your 70s and rely on your investments for your cashflow needs, here’s what you should do to get ahead in 2023.
Which Canadian Bank Stocks Will Raise Dividends in 2023?
Morningstar analyst Eric Compton talks about the risks facing Canadian banks in 2023, and tells us his favourite picks.
Mawer Global Equity is a Fund for the Long-Term
Mawer Investment Management’s Culture of Risk Management Pays Off with Gold-Rated Mawer Global Equity Fund
Amazon Asked by Investors to Explain Working Conditions
The same proposal earned over 40% support in a 2022 annual meeting, or more than half the independent vote.
The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments today.
10 Top Performing Canadian Mutual Funds in 2022
Here’s how an ‘energy advantage’ played out in top Canadian portfolios.
Restaurant Brands International: Stock of the Week
How Tim’s is taking on ‘faster food’.
December 12
What’s a Safe Withdrawal Rate Today?
Christine Benz and John Rekenthaler examine what declining stock and bond prices and higher inflation mean for retirement income in the U.S.
Why You Shouldn’t Leave Your Cash in a Savings Account
Turns out, there is such a thing as having too much money saved. Here’s why you should get your cash to work for you – and it can’t do that in a savings account.
Enbridge: Stock of the Week
If you can’t beat inflation, consider joining it.
The Investor’s Guide to Year-End Tax Savings
Strategies for Canadians can involve TFSAs, RRSPs, and capital gains/losses.
12 Lessons on Money (And Life) From Buffett and Munger
Two of the world’s most successful investors have some wisdom for you, and it’s not just about where you put your money.
3 Warren Buffett Stocks to Buy
These undervalued stocks are among Berkshire Hathaway’s recent purchases.
Are Stocks Cheap or Expensive Right Now?
Nearly three-quarters of Canadian stocks in our coverage universe are on deep discounts.
A Possible Turning Point in the Struggle to Tame Inflation in 2023
U.S. Economic Outlook: Despite the risk of a recession in the first half of the year, we expect economic growth to rebound sharply afterwards.
The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.
Why 2023 Could Be the Year of the Pivot
Equity markets will probably gyrate around hope and despair phases, driven mostly by valuation multiples while earnings will be revised down… until they no longer are.
November 28
End of Interest Rate Hikes is Near: Bond Manager
Manulife’s Chris Chapman argues that the Bank of Canada must be seeing the impact of its interest rate policies by now.
14 Undervalued Stocks Gaining in the Bear Market
Yum China, Kellogg, and AstraZeneca among those that remained cheap even after a bear market rally.
Canadian Housing Is Going Through a Welcome Adjustment
Declining home prices have been painful for households in Canada, but it’s necessary, healthy and prices will probably hold, experts say.
These 3 Shopping Stocks Could be Holiday Winners
After blockbuster Black Friday sales figures, these retailers are well positioned for the winter shopping season.
What Does the RBC-HSBC Deal Mean For You?
The impact on RBC stock is neutral, but this move is not good news for customers’ banking services and fees.
Are U.S. Dividend Stocks a Good Investment Today?
How U.S. dividend stocks have performed in 2022’s bear market and their prospects in a recession.
RBC to Acquire HSBC Canada
We see good cost cuts and some client-retention risks.
Are Growth Stocks Worth a Look in 2023?
The signs are promising.
The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.
The Bucket Approach to Building a Retirement Portfolio
A diversified portfolio with various time frames can help you meet your income needs during retirement.
November 21
BMO Gets on the ARKK
What we make of BMO’s new ARK Invest funds – and Cathie Wood’s underlying strategy – with Morningstar Canada’s Director of Manager Research.
Tesla: Stock of the Week
Why Elon Musk’s car company looks cheap amidst the Twitter drama.
The FTX Implosion Isn’t The End of Crypto
Why the technology and its biggest fans aren’t going anywhere.
The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.
5 Undervalued Stocks That Crushed Q3 2022 Earnings
GSK and Polaris among the undervalued stocks that posted solid third-quarter results.
How Twitter Stock Investors Got Lucky
3 Lessons for investors from Elon Musk’s bid and the Twitter soap opera.
Time to Lean Back into Tech: Manager
Heavily sold-off tech, consumer discretionary and industrial stocks have the potential to pivot and outperform defensives, says medalist equity fund manager.
Canadian Banks Score Poorly on Net Zero Transition
Earlier this week, Investors for Paris Compliance released a report that found that while none of the big six Canadian banks are on track to net zero, some are better than others.
GICs vs. Bonds: Which Should You Invest In?
Which fixed-income option is best for you? The answer isn’t always straightforward.
How to Handle Your Mortgage When Rates Rise
What should you do with your mortgage in a rising interest rate environment? Jason Health at Objective Financial Partners shares some strategies.
October 17
How to Make Your Cash Work Harder as Interest Rates Rise
Christine Benz has some ideas on where your cash should go. And where not to go
10 Stocks for a Recession
These undervalued stocks come from high-quality companies in defensive sectors.
The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.
End of the Rate Hike Cycle in Sight: Manager
PenderFund’s fixed income specialist argues central bank tightening nears an end and the prospects for high-yield bonds are improving.
Why is Loblaw Stock so Expensive?
The No-Name price freeze probably signals a needed price hike.
The 5 Best Financial Innovations—Ever
No, crypto does not make the cut.
Rakuten: Stock of the Week
How the king of cash back became the top e-commerce company in Japan.
What Is Capitulation?
Simply put – it’s trying to time the exact bottom of the market. Almost impossible in practice.
Will the 60/40 Portfolio Start to Work Again?
The jury is out on whether rising bond yields could turn the tides back in favour of the popular diversification strategy.
Brace for Hikes on the Horizon: Manager
CI’s Drummond Brodeur reckons that a defensive posture is needed as restrictive central bank interest rate policy persists.
October 10
Why the Nasdaq Isn’t a Particularly Good Investment
The NASDAQ 100 index only includes companies that trade on the NASDAQ – which is great for the index provider, but not for you, the investor.
The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.
23 Canadian Stocks Get New Uncertainty Ratings
We’ve lowered the Morningstar Uncertainty Rating for nearly all of the 23 Canadian stocks that are getting their ratings changed.
Why is Alphabet Stock so Cheap?
Even in a recession, you wouldn’t cancel your Google Drive
Why Are Fears of a New Financial Crisis Growing?
`Tremors’ in the markets have some concerned, but investors are cautioned against overreacting.
What in the World is Happening in the UK?
As the PM fights for her political life, Finance Minister Kwasi Kwarteng becomes the fall guy, getting fired in just 37 days.
The Best Canadian Bank Stocks to Buy in 2022
Right now, most of the Canadian banks in our coverage universe are undervalued.
Which Canadian Asset Managers Walk the Talk on Climate Action?
Top pension funds support sustainability more than fund managers.
Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations
Renewable energy continues to be a long-term boon for the sector.
ESG as Process Versus ESG as Product
Understanding the difference can help clear up confusion around ESG investing.
October 3
Why is Credit Suisse Under Pressure?
Swiss bank’s shares are under pressure and the price of insuring its debt has rocketed. The bank’s senior executives are insisting that it has a strong capital position.
Nasdaq 2022: Is History Repeating Itself?
When the last tech bubble imploded, the Nasdaq index lost almost 80% over two years. Could the same thing be happening?
The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.
Q3 2022 US Market Performance in 8 Charts
Bonds again offer no safe harbor as stocks make a round trip in the bear market.
How to Cope with Financial Loss
Tips to mentally recover from money problems of the past and move on to bigger things in your life.
Three Wide Moat Stocks on a Deep Discount
The stock market downturn has uncovered some investment opportunities with lasting competitive advantages.
What’s Next for the Stock Market?
Stocks are well into undervalued territory, against a backdrop of high inflation and weak economic growth.
The World’s Cheapest Tech Stocks
Morningstar believes these companies are trading below their fair values.
The Risks and Rewards of ETF Investing
FT Alphaville editor, Robin Wigglesworth, shares his experiences in writing a book on exchange traded funds.
Buying When Markets Fall – Another Lesson from Warren Buffett
This is a counterintuitive move, but yet a logical one.
September 12
The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.
3 Dividend Stocks for September 2022
A look at the dividend prospects of three stocks that are popular with income investors.
Why We Expect Inflation to Fall in 2023
Despite the striking short-term rate, a deeper look at the data suggests less reason for concern around longer-term inflation.
3 Utilities Stocks That Could Get Hit by Rising Rates
From water to hydro, these utility companies are facing increased costs as they mull raising their own rates.
Why is Rogers Stock so Cheap?
The business has bounced back much faster than sentiment.
The Best Canadian Bank Stocks to Buy in 2022
Right now, most of the Canadian banks in our coverage universe are undervalued.
NVIDIA: Stock of the Week
Why crypto and graphics cards are breaking up – and they’re both better for it.
Defenders of ESG Go on the Offensive
Plus, a trip to Bizarro ESG World.
Best Cannabis Stocks for 2022
Make the most of the bear market by considering these cannabis companies trading at deep discounts.
Which Inflation Hedges Have Worked?
We found several winners — and a lot more losers.
August 15
The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.
3 Dividend Stocks for August 2022
These names are popular with income investors.
Why the Quant Theory of Money May Be Wrong
In the second part of Paul Kaplan’s interview with Larry Siegel, the two discuss the theory that says that inflation occurs when the supply of money grows faster than the price-adjusted demand for money – and why it might be wrong.
The Best Canadian Bank Stocks to Buy in 2022
Right now, most of the Canadian banks in our coverage universe are undervalued.
Anti-ESG Proxy ‘Explosion’ Ends With a Whimper, Not a Bang
Though anti-ESG shareholder proposals received much attention, they garnered little support if any.
Selling Your Cottage? Watch the Taxes
If you’re thinking of cashing out your rural real estate, save money with these tax tips.
Best Cannabis Stocks for 2022
Make the most of the bear market by considering these cannabis companies trading at deep discounts.
Four Fidelity Funds Earn Medalist Morningstar Analyst Ratings
Fidelity Special Situations, Fidelity Canadian Growth, Fidelity Global Innovators, and Fidelity Canadian Opportunities all earn either Silver or Bronze Ratings.
Three Stocks to Benefit from the U.S. Climate Bill
The US$369 Bn climate spending bill will support clean energy initiatives and lower carbon pollution – and these companies will benefit.
Stock of the Week: Berkshire Hathaway
The earnings loss distracts, and we think the stock is undervalued right now.
August 1
The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.
The Best Canadian Bank Stocks to Buy in 2022
Right now, most of the Canadian banks in our coverage universe are undervalued.
Why is AMTD Digital Stock Up 21,000%?
The AMTD Digital stock has shot the lights out since its IPO in July. But why? Short answer – no one knows.
Should You Rush to Pay Down Your Mortgage?
Why reducing the debt on your home isn’t necessarily the right idea.
Stock of the Week: Nio
How the Chinese rival to Tesla is charging ahead.
How taxes on dividends differ
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits.
What’s Your Personal Inflation Rate? Use This Spreadsheet to Find Out
Use our spreadsheet to calculate your personal rate of inflation.
Will the Fed Cut Rates in 2023?
This is why rates could start going the other way next year.
Is India the Anti-China?
Having made the quantum leap to becoming an urban service economy, this is how India is retracing its steps to best China in manufacturing.
Resources Should be Resilient in a Recession: Manager
Mother Nature only makes so much of these metals soon to be in demand again, says CI’s Curtis Gillis.
July 25
Stock of the Week: BlackBerry
Why this reformed meme stock is now undervalued.
The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.
The Best Canadian Bank Stocks to Buy in 2022
Right now, most of the Canadian banks in our coverage universe are undervalued.
Green Light to Buy Value Stocks: Manager
This Canadian fund manager is beating the downturn in stocks by finding market “dislocations”.
Why This Oil Price Decline Is Not Built to Last
‘The sanctions haven’t even hit’ and other reasons this gold-medalist energy fund manager is upbeat about the outlook for energy stocks.
Bell vs Rogers Stock: Which Is the Better Buy Now?
Both companies are Canadian telecom giants, but one stock is more attractive than the other today.
Should You Rush to Pay Down Your Mortgage?
Why reducing the debt on your home isn’t necessarily the right idea.
These U.S. Banks Are Set to Benefit from Rising Rates
The interest rate opportunities may not be priced into these stocks.
3 Stocks That Are Good Inflation Investments
Go for pricing power with these companies to help protect against an economy of rising costs.
The Canadian Stock Market Remains Half Domestic and Half International
Globally, markets are becoming more interconnected.
July 11
The Best Canadian Dividend Stocks Right Now
Here are the highest-yielding companies in our coverage up North.
The Best Canadian Bank Stocks to Buy in 2022
Right now, most of the Canadian banks in our coverage universe are undervalued.
6 Things To Know About Stock Market Crashes and Downturns
The regularity of market crashes and declines is a reminder that patience is key to investing in equity markets.
The Big 3 Telecom Companies
For investors greater profitability makes wireless players more attractive investment prospects
When Are Dividends Bad?
There are two scenarios – one each for income and growth investors – in which dividends might not be the best idea.
Might Be Time to Re-Risk: Manager
Why Mackenzie’s Tim Johal is casting a wider net after the equity correction for his Canadian dividend mandate.
Watch For These Themes When Canadian Markets Decline
Lessons from the past on stock behaviour up North to help navigate the future, with Morningstar Canada’s Director of Research, Paul Kaplan.
4 Stocks to Avoid
Don’t buy these hard-hit stocks. They still look overpriced to us.
5 Reasons Why the Supply Chain is Improving
While the situation is much better than in 2021, it just doesn’t feel like that at the moment.
Why is Berkshire so Cheap?
The dry powder’s being put to use.
June 20
What Does Shopify’s Stock Split Mean for Investors?
The e-commerce company’s shares will have a fair value estimate of US$45 following the planned 10-1 split.
The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments today.
Exciting Time to Be a Canadian Value Investor
Brandes manager has started seeing opportunity in energy, and owns no banks.
The Morningstar Rating for Stocks
The Morningstar Rating for stocks can help investors uncover stocks that are truly undervalued, cutting through the market noise.
8 Undervalued Electric Vehicle Stocks
Don’t bother with Tesla—BorgWarner, Sensata, and other companies throughout the EV supply chain are trading at discounts and looking good for the planet.
Wage Inflation Spiral: Playing with Fire
Wages are increasing everywhere, sometimes alarmingly. A salary spiral has not yet set in, but an economist thinks it might.
US Stocks Are Trading at a Rarely-Seen Discount
Even with the market’s bounce, the selloff provides a chance to invest in significantly undervalued stocks.
Is China a Hedge Against a U.S. Recession?
Multi-asset portfolio managers advise turning to Asia as a diversifier.
The Cheapest Stocks in Canada Right Now
Of the 64 stocks in our coverage universe, these are the cheapest, trading at 30% discount to our fair value estimates.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
June 6
What Does Amazon’s Stock Split Mean for Investors?
Amazon’s stock will have a fair value estimate of US$192.50 per share following 20-1 split.
What to Make of the Recession Talk
Why a downturn’s not a foregone conclusion, and what that means for investors today, with Morningstar Canada’s head of investment management, Michael Keaveney.
6 High-Quality, Undervalued Semiconductor Stocks
Taiwan Semiconductor, Nvidia, and other chipmakers have been hit by supply-chain woes, but their stocks are at their cheapest in many years.
Liberal Tax on REITs Would be a Mistake
Changes in the tax treatment of Real Estate Investment Trusts to improve rent affordability could make the problem worse, experts say.
Stock of the Week: Best Buy
Why they’re not only surviving, but stronger.
Intrinsic Value Holding Its Own
With Joel Tillinghast retiring as portfolio manager, Fidelity’s equity team points to these opportunities for continued outperformance in global small and mid-caps.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
The Role of Family and Friends in Investing Decisions
Why it’s important to involve families in financial planning.
Where Does the Supply Chain Crisis Stand Now?
There are signs the tide may be turning even as challenges continue in some sectors.
3 Best Solar Stocks to Consider Right Now
These companies are plugged into the global energy pivot.
May 16
4 Canadian High-Yield Dividend Stocks to Avoid
These stocks have juicy yields – but these dividends might not be sustainable.
The Four Horsemen of Investing
Corral these risks to improve the odds of investment success.
Stock of the Week: Shopify
Has peak e-commerce already passed?
Apple Versus Microsoft: Only One is The Better Buy
They’re both computing giants, and they both have a diversified range of products and services, but only one is the better buy right now, so which is it?
9 Cheap Moat-y Canadian Stocks
These undervalued names from up North have a sustainable competitive advantage – and they’re on a discount.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
Three Consumer Stocks to Consider in Shaky Markets
These businesses operate in sectors that are relatively steady in times of economic uncertainty.
How Much Cash Should You Have on Hand Today?
Enough for an emergency fund, but some investors should set aside even more cash. Here’s why.
Emerging Markets Could Be Bottoming: Manager
This medalist fund from RBC is making the most of EM investors in “despair” as discounts relative to developed markets widen.
Hate the Sin, Love the Stock: Investors’ ESG Exclusions Leave Opportunities
Undervalued shares include AB InBev, Boston Beer, Imperial Brands, and Roblox.
May 2
Is Loblaw’s Connected to Forced Uyghur Labour?
Tainted goods are still coming, say shareholders, and they want better audits. The matter goes to vote this Thursday, May 5th.
Stock of the Week: Netflix
Password sharing doesn’t seem to be the problem.
Have Growth Stocks Bottomed?
They are off to their worst start in since forever.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
Bond Markets: The Genie is Out The Bottle
It’s been a horrendous time for fixed income investors, and those without experience of previous bear markets are feeling the pain the most
Buy or Sell? What Should Investors Do?
Investors are confronted with strong signals to buy and sell – at the same time.
Inflation Fears are Overdone: Manager
This five-star fixed income strategy can benefit from rising rates anyway.
Google Parent Announces 20-for-1 Stock Split
Companies like to play with the price of their stocks sometimes…here’s why and what you should know.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
Reminder: Don’t Sell in May and Go Away
Simply staying invested in the index affords an investor a vastly larger amount of wealth.
April 11
Canadians: Unbundle Your Investment Fees
Why we got a below-average grade on mutual fund fees – and what you can do about it.
Canada’s New Tax on Banks
Can bank stocks afford the federal budget’s fee?
4 Dangerous Assumptions That Could Hurt Your Retirement Plan
By the time retirement savers realize the error of their ways, it may be too late.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
Shopify Plans 10-for-1 Stock Split
Companies like to play with the price of their stocks sometimes…here’s why and what you should know.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
Forced Labour in China: Where Pro-ESG and Anti-ESG Groups Meet
Both pro- and -anti-ESG shareholder proposals filed by investors seem to agree on the issue of forced labour in China.
The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.
Does the Shopify CEO Have All the Answers?
‘Founder share’ announcement raises concerns that Shopify’s board has bought into concept of superstar CEO.
What the Budget’s Bringing First-Time Homebuyers
Navigate the new incentives and enhancements to old programs available to Canadians.
April 4
4 Dangerous Assumptions That Could Hurt Your Retirement Plan
By the time retirement savers realize the error of their ways, it may be too late.
10 Undervalued Wide-Moat Stocks
The cheapest names in the Morningstar Wide Moat Focus Index–plus stocks the index has recently added and dropped.
Budget 2022: Key Highlights
A Federal tax on banks and insurers, credits for carbon capture, electric vehicle subsidies, a first-time home buyer TFSA and more for Canadian investors to watch out for.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.
How Long Will the Shortages Last?
While some shortages might recede, others are intensifying.
Where Are Safe Havens for Investors?
Whether it’s the war in Ukraine, inflation, or rate hikes and quantitative tightening, investors are spooked.
3 Stocks Plugged into Crypto Trends
Meet the publicly-listed companies cashing in on cryptocurrency demand.
Dangerous Canadian Stocks to Avoid
This April 1st, don’t pull a prank on your portfolio with these silly stocks.
March 28
The Rise of Anti-ESG Shareholder Proposals
These proposals, though few, are increasing and contribute noise to analyses of ESG voting.
The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.
Dangerous Canadian Stocks to Avoid
This April 1st, don’t pull a prank on your portfolio with these silly stocks.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
Can’t Afford a House? Blame a Lack of Supply
It’s not just in Canada, house prices across the world are shooting up.
How to Handle Your Taxes as a Couple
Whether you’ve tied the knot or not, you’ll be making it official come tax time – here’s what to know.
Stock of the Week: CP Rail
Why the strike wasn’t meant to last.
What’s an NFT and Should I Care?
Digital images are worth more than a thousand words. In fact, they could be worth millions. Or nothing.
What is a ‘Yield Curve Inversion’? Should I Worry?
Here’s why this important bond market indicator is flashing a warning sign.
March 21
The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
8 Stocks That Are High in Quality, Cheap in Price
As the market stays in correction territory, high-quality undervalued stocks including Biogen and Salesforce look poised to gain.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
Interest Rates: How High is Too High?
What’s the tipping point when interest rate increases start to hurt?
Is the 4% Rule Dead?
Morningstar researchers find that a 3.3% withdrawal rate is a good starting point – but it won’t work for everyone.
Stock of the Week: Wayfair
This is what happens when malls re-open.
Top Mutual Funds to Consider for an RRSP
It’s that time of the year again.
10 Top Performing Canadian Stocks in 2021
Of all the companies in our coverage universe, these made the most of a weird/good year.
March 14
Canadian Debt Funds With Russia Exposure
Canadian bond investors are not immune to direct and peripheral impacts of a Russian default.
The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.
Is Shopify Finally Cheap?
Life after lockdown doesn’t look so bad.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
What to Do When Mutual Funds Close?
Thematic funds are more likely to shutter. If you pick a high-quality manager with a proven track record, you should be fine.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
Stock of the Week: RBC
Can you beat Canadian banks right now?
Is the 4% Rule Dead?
Morningstar researchers find that a 3.3% withdrawal rate is a good starting point – but it won’t work for everyone.
Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.
How to Handle Your Investments Come Tax Time
And make the most of tax breaks by double-checking these essentials.
March 07
Amazon Announces 20-for-1 Stock Split
Companies like to play with the price of their stocks sometimes…here’s why and what you should know.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
Canadian Mutual Funds with Russia Exposure
As Ukraine is engulfed by a Russian attack, here are the Canadian funds with the most Russian exposure.
The Best Women-Run Companies to Own
These firms have carved out lasting competitive advantages and are led by female CEOs.
Russia-Ukraine: What Should Canadian Investors Do?
The short-term is rocky, but the initial market drop usually recovers in one to six months.
Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.
Canadian Mutual Fund Managers Are Overwhelmingly Men
For every 7 men, there’s only one woman at the helm.
Buy or Rent? Retire Now? Lower Your Mortgage?
When considering the BIG financial decisions, sometimes it’s more effective to focus on the ‘Personal’ and less on the ‘Finance’ aspects of personal finance.
February 28
Canadian Mutual Funds with Russia Exposure
As Ukraine is engulfed by a Russian attack, here are the Canadian funds with the most Russian exposure.
Sustainable ETFs for Income
Given that interest rates aren’t expected to rise astronomically, investors are likely still looking for sources of income.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
The Most Over- and Undersold Benefits of ETFs
A closer look at some of the most heralded and overlooked features of this investment wrapper.
How to Inflation-Proof Your Portfolio
Here are some ways to hedge inflation risks. Plus one on which we don’t have any idea: the cryptocurrencies.
Your RRSP Beneficiary Designations May Be a Problem
Make sure you didn’t make these mistakes on your account forms.
The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.
No, Your TFSA Still Isn’t For Saving
This is why you’re missing out if you’re only holding cash.
February 21
Your RRSP Beneficiary Designations May Be a Problem
Make sure you didn’t make these mistakes on your account forms.
Canadian Mutual Funds with Russia Exposure
As Ukraine is engulfed by a Russian attack, here are the Canadian funds with the most Russian exposure.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
Canadian Banks to Profit from Rising Rates
For these three banks, interest rate hikes are an opportunity.
Great ETFs to Consider for your RRSP
These balanced funds are a good place to start your research.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
Top Mutual Funds to Consider for an RRSP
It’s that time of the year again.
Tesla vs. Google: Which Should You Buy?
Both may be mega-cap growth stocks, but only one is undervalued today.
The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.
Stock of the Week: Telus
Why most opportunities here aren’t in wireless.
February 14
Top Mutual Funds to Consider for an RRSP
It’s that time of the year again.
Great ETFs to Consider for your RRSP
These balanced funds are a good place to start your research.
7 Undervalued Stocks with Dividends for Retirees
These income names are all trading at double-digit discounts.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
Do You Need Crypto in Your Retirement Portfolio?
There’s a lot to think about with this wild card – if you can even call it that.
Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.
The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.
How to Make a Million Dollar RRSP
Though it may seem like an insurmountable amount to accumulate, getting there may be easier than you expect.
10 Top Performing Canadian Stocks in 2021
Of all the companies in our coverage universe, these made the most of a weird/good year.
February 07
Why is Air Canada so Cheap?
Learn how the airline makes money while flights are grounded.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.
10 Top Performing Canadian Stocks in 2021
Of all the companies in our coverage universe, these made the most of a weird/good year.
Still Money to be Made in Canadian Real Estate
1832 Asset Management’s Tom Dicker is being selective in the real estate space
Stock of the Week: Shopify
Still on top.
The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.
Russia, Ukraine and Oil Prices
Morningstar oil analysts look at the likely effects of a Russian invasion of Ukraine on crude prices and what history tells us.
Are You Ready For ESG?
Don’t wait for your funds to catch up. Morningstar Canada’s Director of Manager Research, Danielle LeClair has some tips for when you’re ready to swap.
January 31
Google Parent Announces 20-for-1 Stock Split
Companies like to play with the price of their stocks sometimes…here’s why and what you should know.
The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.
4 TFSA Mistakes to Avoid
Financial Planner Adam Bornn tells us how these easy-to-make mistakes are costing investors big-time bucks.
5 Ways to Save Tax in 2022
Wrapping your head around tax planning now can help you save taxes when you file your 2022 return a year from now.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.
10 Top Performing Canadian Stocks in 2021
Of all the companies in our coverage universe, these made the most of a weird/good year.
3 Stocks to Consider When Rates Rise
Stocks in utilities and telecom tend to underperform when interest rates spike
3 Canadian ETF Trends to Watch in 2022
These types of funds caught the attention of retail investors and broke records last year, National Bank research finds.
January 24
The 5 Best Canadian Companies to Own: 2022 Edition
These companies are well-positioned for the future.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
4 TFSA Mistakes to Avoid
Financial Planner Adam Bornn tells us how these easy-to-make mistakes are costing investors big-time bucks.
Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
10 Top Performing Canadian Stocks in 2021
Of all the companies in our coverage universe, these made the most of a weird/good year.
3 Canadian ETF Trends to Watch in 2022
These types of funds caught the attention of retail investors and broke records last year, National Bank research finds.
DIY Portfolios vs. All-in-One ETFs
All-in-One ETF products are a great deal for do-it-yourself investors who lack the knowledge, skill or discipline to build a portfolio from scratch.
Are NFTs Hurting the Environment?
Why paying for the digital art is pollutin
Best Innovative Companies to Own: 2022 Edition
These companies are expected to benefit from disruptive technologies.
January 17
Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
10 Top Performing Canadian Stocks in 2021
Of all the companies in our coverage universe, these made the most of a weird/good year.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
Buying a Condo in Florida?
Six important considerations when buying a snowbird property stateside.
DIY Portfolios vs. All-in-One ETFs
All-in-One ETF products are a great deal for do-it-yourself investors who lack the knowledge, skill or discipline to build a portfolio from scratch.
Will Cannabis Stocks Revive in 2022?
There’s plenty of opportunity for these stocks.
Buying a Condo in Florida?
Six important considerations when buying a snowbird property stateside.
Should You Change Your Mutual Fund Portfolio?
Learn how your funds, especially those thematic ones, could be impacted by new Client Focused Reforms, with Morningstar Canada’s Director of Manager Research, Danielle LeClair.
3 Chip Stocks to Bite Into
These semiconductor chip stocks will ride global demand, and two of them are undervalued.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
January 10
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
10 Top Performing Canadian Stocks in 2021
Of all the companies in our coverage universe, these made the most of a weird/good year.
Buying a Condo in Florida?
Six important considerations when buying a snowbird property stateside.
Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
10 Most Popular Stocks, Funds, and ETFs of 2021
Here are the most-viewed securities on Morningstar.ca this year.
Time to Sell Tech?
Not if you own wide economic moat, high quality names.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Your Growth Stock Panic, My Buying Opportunity
Value’s got the valuation problem: Invesco European equity manager.
Is Tesla’s Disruption Worth the Price?
Here’s Morningstar analyst Seth Goldstein’s take on the world’s largest battery electric vehicle automaker.
January 03
10 Top Performing Canadian ETFs in 2021
These major gainers exemplify the changing tides in the market.
10 Most Popular Stocks, Funds, and ETFs of 2021
Here are the most-viewed securities on Morningstar.ca this year.
Highest Dividends in 2022?
What you can expect, and the top income stocks to watch in our coverage universe.
10 Top Performing Canadian Mutual Funds in 2021
Yes, energy and materials, but also some surprises.
10 Top Performing Canadian Stocks in 2021
Of all the companies in our coverage universe, these made the most of a weird/good year.
Canada’s Worst Performing Stock in 2021
This is one of those ‘glass half empty or half full’ situations.
Canada’s Best Performing Stock in 2021
Here’s a hint: EVs
11 Top Stocks for 2022 and Beyond
These wide-moat companies have positive moat trends and exemplary capital allocation ratings.
Stock of the Week: CI Financial
This company’s been aggressively acquiring wealth (management).
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
December 6
Is 3.3% the New 4.0%?
Recent Morningstar research shows that the 4% standard for in-retirement withdrawals may be a bit too aggressive.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
What Is Loss Aversion and How to Deal With It
Investors feel losses more keenly than gains. Luckily, we have some tips to avoid bad decisions.
65-Plus Workers – Should You Defer CPP?
Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option.
Dividend Manager Focuses on Potential Upside
RBC Canadian Dividend’s Stuart Kedwell is open-minded about what could go better for a company – and what might get worse
3 Wide-Moat Stocks on Sale After the Omicron Sell-Off
These high-quality names were caught up the market downdraft.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
3 Stocks Set to Benefit from a Strong Labour Market
These companies are in demand as workforces expand in both private and government sectors.
Better Stocks Than Bonds in Retirement
A history of asset allocation for retirees.
ETFs to Consider for Your RRSP
Wondering where to invest? Start your research here!
November 29
3 Warren Buffett Stocks on Sale
These undervalued stocks are among the holdings in Berkshire Hathaway today.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Canadian Banks and Energy Cheaper Than Pre-Pandemic?
Why TD’s Doug Warwick remains bullish on dividend growth stocks.
Funds and ETFs: Is Cheaper Always Better?
Mostly, but not always.
3 Lessons I Learned From ARK Innovation ETF
ARK Invest’s flagship offering might not be for me–and that’s okay.
What’s the Cost of Buying Good ESG Companies?
We’ve found investors are paying too much for good ESG companies and too little for bad ESG companies. Here’s how to overcome that.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Stock of the Week: Okta
An app that isn’t likely to be deleted any time soon.
The Problems With the World’s Biggest Bitcoin Fund
Grayscale Bitcoin Trust opened the floodgates but is structurally inadequate.
6 Canadian Stocks on Sale this Black Friday
All of these stocks are four- or five-star buys.
November 22
Is 3.3% the New 4.0%?
Recent Morningstar research shows that the 4% standard for in-retirement withdrawals may be a bit too aggressive.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Mutual Funds Continue to Thrive in Canada
Though ETF launches outpace mutual funds in the U.S., the same is not true up North.
6 Newly Rated and Competitive Stocks to Consider
These companies all earn Morningstar economic moat ratings of narrow.
The Hidden Costs of Free Investment Services
Looking gift horses in their mouths.
Bonds Now Cost More Than Stocks
What to do when inflation makes the safer bet seem too risky.
How Could the ‘Great Resignation’ Affect Your Equity Portfolio?
Here are some ways to identify companies facing challenges related to their human capital.
Stocks to Play Rising Oil Prices
These companies are on a double-digit discount as demand jumps.
6 Canadian Stocks on Sale this Black Friday
All of these stocks are four- or five-star buys.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
November 15
What’s a Safe Retirement Spending Rate for the Decades Ahead?
Simple tweaks can have an appreciable impact on your withdrawal rate.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Is Your Portfolio Too Canadian?
Likely yes, our research finds, as home country bias is a real challenge in the North
Stocks and Bonds Could Both Fall?
How this manager is balancing both asset classes with what she sees ahead.
ARK Innovation Has Likely Been a Disappointment for Most Investors
Investors are fleeing for the exits amid the fund’s underperformance this year.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Stocks for the US$1 Trillion Infrastructure Bill
These companies are in sectors set to benefit from some big spending ahead.
3 Key Factors for Investment Success
Here are three things to consider that can increase your investment success.
Canadian ID Theft Nearly Doubles in Pandemic
‘Password markets’ and new threats continue to evolve – what the experts say to protect yourself.
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
November 8
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Taxes for Canadian Investors 101
Make the most of those gains, losses and dividends in your 2021 tax year with this quick guide.
Investing When Everything Is Expensive
It’s time to revisit the precept of core and explore.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Stocks to Join the Trillion-dollar Club
Invest in ideas that have gone elite by letting these companies in your portfolio.
40 Defensive Stocks on Sale
These quality names are trading at 4- and 5-star levels.
Fund Launches into Small Cap ‘Sweet Spot’
How this new dividend-focused mandate made a medalist first year with Canadian holdings.
Why is CN Rail so Expensive?
A long history of performance that may be worth waiting for.
Stock of the Week: PayPal
We’re not sure there were shared interests in a Pinterest deal anyway.
Tesla Shares Fall for Second Day as Competition Emerges
Increased competition from Nvidia could reduce Tesla’s AV technological advantage and weigh on long-term growth.
October 25
4 Scary Canadian Stocks
With only 1 or 2 stars, you might want to watch out for these companies.
What’s Up with the Loonie?
What has caused the Canadian dollar to oscillate? Is the cause U.S., domestic, or something else?
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Investment Horror Stories – And the Lessons They Teach
March 2020. The Oil-pocalypse. The emerging market party that never came. Gather round and hark these tales of horror, and learn from these mistakes!
What’s Going on at Rogers?
The latest twist in the family (and company) saga
Why Some People Invest and Others Don’t
What makes some people more inclined to invest than their peers?
Stock of the Week: John Deere
10,000 workers on strike and we already think they’re overpriced
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Stocks That Haven’t Cut Dividends in 20 Years
The reigning champions of cash flow stability in Canada.
‘I’ll Take Guaranteed Life Income Over an Annuity’
They’re the same thing, but the name of the product matters more, Morningstar study finds.
October 18
What’s Up with the Loonie?
What has caused the Canadian dollar to oscillate? Is the cause U.S., domestic, or something else?
Stocks That Haven’t Cut Dividends in 20 Years
The reigning champions of cash flow stability in Canada.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Stock of the Week: NextEra Energy
Solar making up 40% of electricity supply by 2035?
10 Cheapest Canadian Stocks
These companies are the most undervalued right now but fair warning, they have earned their uncertainty ratings.
How Much to Pay for a Great Company?
So you found a great company. How much is it worth? Here’s some basic principles and tools that can help you find out.
ESG Funds See Muted Q3 Growth
Sustainable funds and ETFs topped $28.2 billion, representing a quarter-over-quarter growth rate of 7% and a year-over-year growth rate of 143%.
Retirement Planning When You Have Enough
Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.
Great Rotation to Value Keeps Rolling
Investors should be thinking about ‘company fragility’ as managers see sector rotation away from growth.
October 11
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
10 Cheapest Canadian Stocks
These companies are the most undervalued right now but fair warning, they have earned their uncertainty ratings.
3 ‘Pick-Me-up’ Stocks for Your Portfolio
These coffee stocks are fueled by global growth in caffeine consumption.
Retirement Planning When You Have Enough
Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.
Stock of the Week: SNC-Lavalin
A good argument for long-term investing
Companies to Watch in the Electric Vehicle Supply Chain
Automakers aren’t the only ones poised to benefit from EV growth.
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Global Alpha’s in Small Caps
Gold medallist fund manager sees a light at the end of the tunnel for these small businesses.
Which Canadian Bank Could Raise Dividends the Most?
Morningstar analyst Eric Compton thinks dividends could rise this year – but which bank could raise the most?
September 20
Top Sustainable ETFs to Consider
Here’s a list of Canadian ETFs for investors who want to invest in a sustainable way.
Retirement Planning When You Have Enough
Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.
What’s Evergrande? Should I Care?
Fears are mounting the collapse of one of China’s real estate juggernauts could infect global markets.
As New Critiques of Sustainable Investing Emerge, Don’t Dump Your ESG Fund
Sustainalytics analyst says critiques fail to understand what ESG has already accomplished.
Should You Buy an Income Property or Stocks?
Here’s a look at the pros and cons of buying an investment property.
So Many Sustainable Funds, Which to Choose?
Ask yourself why.
Do You Really Need to Save That Much for Retirement?
We take a closer look at popular retirement savings estimates.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Still Room for REITs to Run?
Housing shortage and strong consumer appetite drive growth in these real estate sectors, says Renaissance fund manager.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
September 13
Retirement Planning When You Have Enough
Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.
Do You Really Need to Save That Much for Retirement?
We take a closer look at popular retirement savings estimates.
13 Undervalued Wide-Moat Companies With Exceptional Leadership
These wide-moat firms all earn Exemplary capital allocation ratings and trade in the 4- and 5-star range.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
7 Stocks to Buy on a Dip
These wide-moat, low-uncertainty names may be fairly valued today, but they should be on quality seekers’ watchlists.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
4 Stocks for Crypto Exposure
These companies offer cryptocurrency exposure without ‘hodl’ing digital coins.
How taxes on dividends differ
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits.
Manager Buys Global Winners
RBC European Equity’s Dominic Wallington focuses on global ‘number ones’ with a long history of success.
Stock of the Week: Monster Energy
A Red Bull you can own.
September 06
Do You Really Need to Save That Much for Retirement?
We take a closer look at popular retirement savings estimates.
13 Undervalued Wide-Moat Companies With Exceptional Leadership
These wide-moat firms all earn Exemplary capital allocation ratings and trade in the 4- and 5-star range.
7 Stocks to Buy on a Dip
These wide-moat, low-uncertainty names may be fairly valued today, but they should be on quality seekers’ watchlists.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Why is TC Energy So Cheap?
Still plenty of other pipeline opportunities.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Which Canadian Bank Could Raise Dividends the Most?
Morningstar analyst Eric Compton thinks dividends could rise this year – but which bank could raise the most?
Berkshire Hathaway Valuation Gets a Boost
Strong investment performance and operating results leave the conglomerate well positioned.
Is China Coming Up Against a Great Wall?
China’s potential economic stagnation could be to India’s advantage.
Navigating a Fixed Income Reversal of Fortune
How Derek Amery’s dealing with a challenging bond market at MI 1832 Asset Management.
August 16
Do You Really Need to Save That Much for Retirement?
We take a closer look at popular retirement savings estimates.
Stock of the Week: Canadian Tire
The iconic store needs to digitize to survive.
3 Investments That Are Riskier Than You Think
EM bonds, country ETFs and small caps can yield extra returns. But investors must know how to handle them.
4 Warren Buffett Stocks to Buy
These undervalued stocks are among the holdings in Berkshire Hathaway today.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
65-Plus Workers – Should You Defer CPP?
Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option.
How Much Do You Need to Retire?
The success or failure of a retirement plan depends on a number of variables.
What is a Meme Stock?
Hard to define, but investors should know it when they see it.
Which Canadian Bank Could Raise Dividends the Most?
Morningstar analyst Eric Compton thinks dividends could rise this year – but which bank could raise the most?
August 16
Which Canadian Bank Could Raise Dividends the Most?
Morningstar analyst Eric Compton thinks dividends could rise this year – but which bank could raise the most?
11 Medalist Sustainable Funds
These gold, silver, or bronze-rated mutual funds and ETFs have performed well relative to peers.
65-Plus Workers – Should You Defer CPP?
Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option.
Start Replacing Oil in Portfolios
Horizons ETFs Nick Piquard thinks that in the long-term, the sector may not be able to realise as much value from these assets as once thought possible.
3 Canadian Stocks to Sell
These names are looking a little expensive right now.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Stock of the Week: Visa
The company could improve already ample margins by collecting fees on future payments, credit, debit or mobile.
Why is Lenovo So Cheap?
The consumer tech rush isn’t over.
Code Red: Investors Must Do Their Part
There are pathways out of the “code red for humanity”, and all Canadian investors have to play their part to hold companies accountable.
August 09
The World’s Most Undervalued Stocks
The cheapest companies covered by Morningstar come from China, the U.S., France and Japan.
3 Canadian Stocks to Sell
These names are looking a little expensive right now.
65-Plus Workers – Should You Defer CPP?
Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Don’t Expect a Major Correction
Fidelity’s Maxime Lemieux acknowledges the market has had a significant bounce but there is still room to run.
Stock of the Week: Constellation Brands
The kind of ‘Corona’ you’d want – especially in your portfolio!
Canadian Bank Dividends Ready to Rise
With the lack of dividend growth last year, payouts for many names could be set for double-digit growth.
What is a Meme Stock?
Hard to define, but investors should know it when they see it.
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
August 02
65-Plus Workers – Should You Defer CPP?
Not always. For Canadians who plan to continue to work in their later years, deferring CPP while continuing to work could be the least advantageous option.
3 Cybersecurity Stocks to Consider
These stocks could benefit as governments and corporations beef up cybersecurity
What is a Meme Stock?
Hard to define, but investors should know it when they see it.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Is a Side Hustle Worth it?
What the experts say you should consider, and question, before picking up another gig.
Canadian Bank Dividends Ready to Rise
With the lack of dividend growth last year, payouts for many names could be set for double-digit growth.
How taxes on dividends differ
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits.
Stock of the Week: CNOOC
Chinese oil set to benefit from high gas prices for time to come.
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
June 28
How to Spend Savings in a Tax-Smart Way
This retired couple found the right balance to get money out of their RRSPs with a reduced bill.
What is a Meme Stock?
Hard to define, but investors should know it when they see it.
Still a Long Road to Legalizing Cannabis Federally in the U.S.
But investors can still find value in their cannabis stocks.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
4 Canadian Weed Stocks on Sale
Four of the five cheapest names we cover are cannabis companies.
A Checklist for Retirement Cash Flows
Maximizing nonportfolio sources of income can reduce demands on your portfolio.
Five Star Stocks on Deep Discount
Still deals to be had in the bull run.
7 Ways to Improve Your Credit Score
These tips can help you establish good credit or improve poor credit.
3 Gold-Rated Canadian Balanced Funds
Looking for the best of Canadian equity and income in one?
June 28
Stock of the Week: Air Canada
It takes two vaccinated countries to travel.
A Checklist for Retirement Cash Flows
Maximizing nonportfolio sources of income can reduce demands on your portfolio.
Five Star Stocks on Deep Discount
Still deals to be had in the bull run.
What is a Meme Stock?
Hard to define, but investors should know it when they see it.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
3 Canadian Stocks to Avoid
These stocks are all extremely overvalued by our standards – and carry a good deal of uncertainty, too.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Stay Away from Group RESPs
Don’t jeopardize your child’s future if you don’t fully understand the risks with these products
Why is Molson Coors So Cheap?
Mainstream beer isn’t mainstream anymore.
3 Gold-Rated Canadian Balanced Funds
Looking for the best of Canadian equity and income in one?
June 14
Stock of the Week: BlackBerry
Got that hype stock fever? Consider this first.
What is a Meme Stock?
Hard to define, but investors should know it when they see it.
The Case for Diversification in Canada
Being appropriately diversified and allocated (per your risk tolerance and risk capacity) would have afforded better results over the most recent market panic.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Why is Alibaba So Cheap?
Think the investments won’t pay off?
3 Gold-Rated Canadian Balanced Funds
Looking for the best of Canadian equity and income in one?
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
5 Gold-Rated Global Funds to Consider
If you want your portfolio to leave Canada for a while, there’s plenty of options!
How taxes on dividends differ
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits
3 Stocks to Ride the Travel Rebound
These companies are best positioned to benefit from increased demand for summer vacations, and a return of travelling activity to normal levels.
June 7
Why is Enbridge so Cheap?
Investors underestimate how long legal battles last.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
5 Gold-Rated Global Funds to Consider
If you want your portfolio to leave Canada for a while, there’s plenty of options!
Why is Green Thumb so Cheap?
Cannabis investors need to chill.
Stock of the Week: Salesforce.com
They’re building an empire
The Street Says These Stocks Are on Sale
Institutional analysts working for large financial institutions believe that these Canadian stocks are undervalued.
Green Bonds Go Mainstream
Fixed income investors can now find sustainable yield in a newly-listed Canadian ETF.
The Benefits and Drawbacks of Active ETFs
Active ETFs are not an oxymoron.
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
May 10
Why is Enbridge so Cheap?
Investors underestimate how long legal battles last.
What Happens When You Mix RESPs with TFSAs?
This family maximized the tax efficiency of their children’s education savings by combining the power of both accounts.
Diversification IS a Free Lunch
Canadian investors would be wise to not put all their eggs in a single basket.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Pipeline Problems for Enbridge?
With legal battles around a potential Line 5 shutdown likely to heat up, we ask Morningstar’s Stephen Ellis about the risks ahead for investors
The Street Says These Stocks Are on Sale
Institutional analysts working for large financial institutions believe that these Canadian stocks are undervalued.
5 Gold-Rated Global Funds to Consider
If you want your portfolio to leave Canada for a while, there’s plenty of options!
Don’t Give Up on Bonds
Bonds’ ability to zig when stocks are zagging is especially useful when markets are in “risk-off” mode.
4 Cheap Tech Stocks
These stocks are trading at double-digit discounts to their fair value estimates.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
May 24
Pipeline Problems for Enbridge?
With legal battles around a potential Line 5 shutdown likely to heat up, we ask Morningstar’s Stephen Ellis about the risks ahead for investors
5 Gold-Rated Global Funds to Consider
If you want your portfolio to leave Canada for a while, there’s plenty of options!
2 Warren Buffett Stocks to Buy
These undervalued stocks are among the holdings in Berkshire Hathaway today
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Stocks to Play the Lumber Boom
These companies are feasting on high demand for wood products.
Stock of the Week: Apple
We’re raising our fair value as sales hit new highs – but investors need to put it in perspective
Is Cryptocurrency for Real?
Crypto is an increasingly dominant topic of conversation among investors, but is it a genuine asset class or the latest in a long list of financial manias?
When Should You Pay for Advice?
For investors with less time or knowledge to manage their investment portfolio, it might be wise to consult an independent advisor.
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
May 10
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
10 Superior U.S. Dividend Stocks
These stocks are good choices whether you’re looking for dividend growth, down-market defense, or inflation protection.
Stock of the Week: Moderna
Strengths that are also weaknesses
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Will Workers Return to the Office?
REITs are suffering – but there may be new tenants and opportunities soon.
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
How taxes on dividends differ
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits
Second Time Lucky for WeWork?
Office leasing company WeWork is trying to float again after 2019’s debacle, but this time looks very different – could it benefit from the rise in demand for flexible office space?
5 Cheap Moat-y Dividend Stocks
These income opportunities are trading at a discount to our fair value estimates and have a competitive advantage
Possible Bubbles to Watch Out for in Canada
Vanguard shares concerns on housing and crypto, and what to expect from the stock market in 2021.
May 3
If Elon ends up delivering, we might need to raise our fair value to US$1,500 a share.
Possible Bubbles to Watch Out for in Canada
Vanguard shares concerns on housing and crypto, and what to expect from the stock market in 2021.
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
6 Stocks That Let You Sleep at Night
These wide-moat, low-uncertainty names are reliable.
Are NFTs Hurting the Environment?
Why paying for the digital art is polluting
10 Stocks Buffett Might Buy, if He Could
The investing legend might take an interest in these high-quality firms if Berkshire were nimble enough
These businesses are somewhat insulated from economic upheavals such as the one caused by the coronavirus pandemic.
A strategy that leads to pay day? Not really.
Boom Time for Canadian Tech IPOs
After a lull in Canadian technology IPOs, the tide seems to be turning. There have already been 19 listings so far, with dozens more on the way
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits
April 26
Can the e-commerce titan resist a hit in market share?
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
A strategy that leads to pay day? Not really.
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits
These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds
3 Space Stocks to Benefit from Increased Spending
Growing global investment set to turn space programs into trillion-dollar markets
An investing road map for retirees
For people in drawdown mode, tips on asset allocation, pensions, annuities, withdrawal rates and more.
If you missed just two of the best market days in 2008 and 2020, your portfolio would be down 19%
These exchange traded funds have a potential to outperform
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
April 19
10 Well-Rated Sustainable Funds
These four or five-star funds invest sustainably, and have the potential to outperform their peers
These exchange traded funds have a potential to outperform
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
The International Energy Agency forecasts renewables to account for 95% of the net increase in global power capacity through 2025
4/20: Calm Before the Cannabis Storm
Tailwinds of growth for the industry ahead with reopening of economy, U.S. legalization
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits
Tackling Vaccine Hesitancy: Knowledge vs Fear
Don’t be fooled by the (dis)information overload – listen to the experts
5 Cheap Moat-y Dividend Stocks
These income opportunities are trading at a discount to our fair value estimates and have a competitive advantage
These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
April 12
5 Cheap Moat-y Dividend Stocks
These income opportunities are trading at a discount to our fair value estimates and have a competitive advantage
Stock of the Week: George Weston Ltd
Weston slices off the bread business as the prodigal son rises
The Best Inflation-Fighting Investments for Retirees
In-retirement portfolios should include a blend of inflation hedges and inflation beaters
How to Get the Best Out of Your Financial Advisor
Three essential boxes which you need to tick when taking financial advice – and no-nos you should never hear your advisor say
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds
When Should You Change Your Investment Strategy?
It is ill-advised to change your investment approach frequently, but there are some circumstances in which a change is warranted
Here are names that are under valued relative to sector peers
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits
April 5
Here are names that are under valued relative to sector peers
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds
Stock of the Week: Green Thumb Industries
We increased our fair value for the U.S. cannabis giant – and a word on pay-to-play allegations
Banks Under Fire for Funding Oil
From 2016-2020, Canadian banks poured over $700 bn into fossil fuels, and shareholders are demanding change
Can You Owe $800k Tax on a Profit of $45k?
The rules for tax losses might lead to different outcomes in the U.S. and Canada
Vaccine Rollout Could Lift These Airline Stocks
Four air transport leaders look to make the most of border reopenings
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
The advantage goes to shareholders of Canadian public companies, thanks to federal and provincial credits
Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten
March 29
Can You Owe $800k Tax on a Profit of $45k?
The rules for tax losses might lead to different outcomes in the U.S. and Canada
Stock of the Week: Norwegian Cruise Line
We’re raising our fair value estimate – a bit – as we expect passenger levels above 2019 by 2023
These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
The 5 Most Expensive Canadian Stocks
How much of a premium are you paying for your favourite names?
How Dangerous Are Bonds Right Now?
Long-term investors in funds may have to contend with taking losses for quite some time
ARK Innovation’s Thematic Approach Is Ill-Prepared for a Major Twist
Its flagship strategy, ARK Innovation (ARKK), earns a Morningstar Analyst Rating of Neutral
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
When deciding if a stock is overvalued, measure against both the stock’s own history, and peers in the same sector.
March 22
Rogers-Shaw: Good for Investors, Bad for Consumers
Phone bills will rise as a result of the merger, and rural Canada might be hardest hit
10 Canadian Stocks to Own
These stocks feature in at least 3 of the top 10 holdings of gold-rated Canadian equity funds
Can You Owe $800k Tax on a Profit of $45k?
The rules for tax losses might lead to different outcomes in the U.S. and Canada
Stock of the Week: Curaleaf
We raised our fair value for the cannabis giant taking on Canopy in Europe
FIRE-d Up For Retirement
Can these “FIRE” enthusiasts achieve their dream of early retirement?
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
The Big 3 Telecom Companies
For investors greater profitability makes wireless players more attractive investment prospects
Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
15 Canadian Dividend Growers
When deciding if a stock is overvalued, measure against both the stock’s own history, and peers in the same sector.
March 15
15 Canadian Dividend Growers
When deciding if a stock is overvalued, measure against both the stock’s own history, and peers in the same sector.
Dividends After the Rogers-Shaw Merger
What the massive deal does for income investors – and other companies in the industry – with sector analyst Matthew Dolgin
10 Undervalued Canadian Stocks
These local favourites are on sale
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
How to Spot a Value or Dividend Trap
A generous payout is enticing but it’s not always a positive sign, writes Nicki Bourlioufas
Coronavirus Market Crash Was the Shortest
The year may have been unprecedented, but the best course for navigating a market dip stayed the same.
Stock of the Week: NVIDIA
Can ‘supercomputers on wheels’ save sales in a crypto downturn?
Rogers-Shaw Merger Price is Fair
Shaw shareholders, BCE, Telus are the big winners
Today’s Best Canadian Bank Picks
Learn the latest on quarterly earnings, who’s leading the pack, and what to make of the housing market, with Morningstar’s Eric Compton
March 8
10 Undervalued Canadian Stocks
These local favourites are on sale
Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Cathie Wood Isn’t Worried About Inflation
The CEO of ARK Invest believes that the bull market has broadened out into value
Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten
No Room on the ARK?
If you can get aboard, should you?
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
The Financial Costs of Being a Woman
Women today must plan to live longer, while earning less, and shouldering the burden of child and elder care.
Funds to Consider for Your RRSP
Wondering where to invest? Start your research here!
March 1
TFSAs (Still) Aren’t For Saving
RRSP season may be over, but one of the best investment vehicles is always available
Should You Pay Down Your Mortgage or Invest in the Stock Market?
With interest rates at rock bottom, should you use extra cash to pay down your mortgage or invest in the stock market?
2 Canadian Stocks Buffett Sold
These names – one in energy, the other in gold – featured on Berkshire’s ‘Sell’ list
Retirement Blind Spots
Retirement has changed significantly and the new reality causes people to entertain blind spots that could prove costly or disheartening, or both
Couple Favours Dividends, Loses Out on Returns
What can Kevin and Lori do to get their portfolio back on track and better position themselves for retirement?
How to Keep the Home in Retirement
Downsizing isn’t necessarily definite when you take these budgeting and income-boosting steps
No Room on the ARK?
If you can get aboard, should you?
Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Are Bitcoin ETFs a Setup for Disappointment?
Morningstar’s Director of Global ETF Strategy, Ben Johnson, outlines the risks of holding thematic ETFs – and bitcoin, with an idea on portfolio allocations
February 22
ETFs to Consider for Your RRSP
Wondering where to invest? Start your research here!
Funds to Consider for Your RRSP
Wondering where to invest? Start your research here!
Stay Away from Group RESPs
Don’t jeopardize your child’s future if you don’t fully understand the risks with these products
Stock of the Week: Canadian National Railway
Take some time to appreciate 20 years of outperformance
How to Keep the Home in Retirement
Downsizing isn’t necessarily definite when you take these budgeting and income-boosting steps
The Total Return Approach to Retirement
Income in retirement can come from more than bonds and dividends, explains Morningstar’s Christine Benz
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
4 Healthy Stocks for Your Portfolio
These companies are hitting the ground running in the post-pandemic healthcare sector
Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
February 15
Stay Away from Group RESPs
Don’t jeopardize your child’s future if you don’t fully understand the risks with these products
Undervalued Canadian Stocks
In today’s frothy marketplace, these homegrown stocks are still on sale
A Top (Canadian) Stock in Telecom
We think this company is well-positioned to increase market share
Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Companies that Cut Dividends in 2020
The outlook for dividends is positive, but there’s still some risk that investors should watch for
Reporting Capital Gains, Dividend Income is Complex
Tax returns reveal the importance of fiscal planning for investments
7 Surprising Stocks to Consider
These large companies lack economic moats and have negative moat trends–but we think they’re attractive nonetheless
February 8
Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten
Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
If There’s a Bubble, It’s in Bonds: Cathie Wood
ARK Invest takes on hot stock valuations worries in their February webinar, with a word on value traps.
Reporting Capital Gains, Dividend Income is Complex
Tax returns reveal the importance of fiscal planning for investments
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
IPOs to Watch For in 2021
This year is setting up to be one of industry disruption – which side will you be on?
Can You Retire With a Million?
A million bucks has lost its buying power but many people still dream of achieving such a large piggy pot
7 Surprising Stocks to Consider
These large companies lack economic moats and have negative moat trends–but we think they’re attractive nonetheless
The Most Shorted Stocks in Canada
The GameStop furor has brought short-selling to the fore again, and there are signs that some of Canada’s most shorted stocks have seen strong buying interest as a result
February 1
The Most Shorted Stocks in Canada
The GameStop furor has brought short-selling to the fore again, and there are signs that some of Canada’s most shorted stocks have seen strong buying interest as a result
Can You Retire With a Million?
A million bucks has lost its buying power but many people still dream of achieving such a large piggy pot
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
10 Gold-Medalist Equity Mutual Funds
These funds provided peak performance at reasonable rates
10 Cheap Canadian Stocks
Some of the biggest names up North are on sale
Does Your Portfolio Need Bitcoin?
Maybe – but keep it to a minimum
10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
January 25
Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
Can a Risk Averse Saver Boost Her Retirement Income?
Yes, by turning her ‘Human Capital’ into ‘Financial Capital’
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Stock of the Week: Teladoc
The company eliminating waiting rooms at the doctor’s office
Better Than Bonds, Steadier Than Stocks
RBC’s Norman So has a ten-year track record of downside protection and strong returns
5 Cheap Canadian Oil and Gas Stocks
Oil prices have paved a way around Keystone XL, amidst underestimated growth prospects for Canadian producers
Where Was Jack Ma?
We doubt it was anything to do with the authorities as Alibaba looks set to weather regulatory risk
10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
January 18
Sturdy Canadian Dividend Stocks
Ian Tam ranks stocks on multiple factors that combine profitability, index sensitivity, dividend yield and dividend growth metrics
No Keystone, No Problem
We still see TC Energy as undervalued, although Cenovus’s growth prospects could be hurt
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Farewell, Mutual Funds
Eventually, ETFs will be the industry standard
Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten
How to Invest for Income
Traditionally, income was achieved by holding bonds, but ultra-low interest rates mean that these days investors need to be a bit more creative
Warren Buffett’s 2020 Scorecard
Billionaire investor Warren Buffett had a mixed year by his standards, with some winners such as Apple and Snowflake balanced by banks and energy
10 Cheap Canadian Stocks
Some of the biggest names up North are on sale
Are Thematic ETFs for You?
Mark Noble from Horizons ETFs shares his thoughts on ETF trends for 2021, with a focus on thematic investing opportunities
January 11
10 Cheap Canadian Stocks
Some of the biggest names up North are on sale
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
10 Most Popular Stocks, Funds, and ETFs of 2020
Here are the most-viewed securities on Morningstar.ca this year
A Value Stock Rebound Is Good News for Dividend Investors
Equity income is well-positioned, both short- and long-term
10 Cheap Moaty Canadian Stocks
These companies all have an edge and come at a discount – and two of them can fend off rivals for decades to come
3 Health Food Stocks to Consider
The global plant-based meat market, valued at US$4.3 billion in 2020, is projected to nearly double by 2025
Top Performing Canadian Stocks of 2020
These 10 names in our coverage universe had impressive returns, and some are still undervalued!
10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
January 04
Robinhood Was Indeed Too Good to Be True
The SEC releases the results of its investigation
10 Most Popular Stocks, Funds, and ETFs of 2020
Here are the most-viewed securities on Morningstar.ca this year
Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
10 Cheap Moaty Canadian Stocks
These companies all have an edge and come at a discount – and two of them can fend off rivals for decades to come
Top Performing Canadian Stocks of 2020
These 10 names in our coverage universe had impressive returns, and some are still undervalued!
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
Dec 28
Top Performing Canadian ETFs in 2020
It was a year of low-cost rocket ships – here are the top ten
Top Performing Canadian Mutual Funds in 2020
These ten funds had the best returns this year – how did they do it?
Top Performing Canadian Stocks of 2020
These 10 names in our coverage universe had impressive returns, and some are still undervalued!
10 Most Popular Stocks, Funds, and ETFs of 2020
Here are the most-viewed securities on Morningstar.ca this year
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Year-End Review: How Did Funds Do?
The results are in on 2020 fund flow and asset class performance – learn about them with Morningstar’s Ian Tam
3 Stocks for Christmas Shopping
As shoppers return to the high street to snap up festive treats, these three wide-moat stocks stand to benefit
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
Les fonds communs canadiens les plus performants en 2020
Ces dix fonds sont ceux qui ont eu le meilleur rendement cette année; comment ont-ils fait?
2020
December 14
Stock of the Week: Palantir
It’s not the Matrix
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
The Most Over- and Undersold Benefits of ETFs
ETFs have huge benefits for investors, they just might not be the ones you think
Should You Borrow Money to Invest?
Morningstar’s Christine Benz tells us some reasons not to
The 10 Biggest IPOs of 2020
These stock launches took on the pandemic, raised billions and brought some of the most exciting new opportunities
Fidelity’s Mark Schmehl Hunts for Innovative Companies Regardless of Price
Unusual situations call for special strategies – and they’ve been paying off in the pandemic
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify
COVID-19 Will Stress Berkshire
But the crisis will also accelerate the company’s evolution from a reinvestment machine to one returning more capital to shareholders
Income Fund Outmanoeuvred in Pandemic
Decisive selling and opportunistic equity positions deliver another top-decile year for Mackenzie’s global strategic income manager
December 7
ESG Considerations for Airbnb IPO Investors
Experts highlight governance and social risks that overshadow the excitement
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
How to Pick an All-in-One Fund?
Morningstar’s Ian Tam explains that fees, your own risk appetite, and your financial goals are key in deciding which fund to buy
Fidelity’s Mark Schmehl Hunts for Innovative Companies Regardless of Price
Unusual situations call for special strategies – and they’ve been paying off in the pandemic
Did Star Ratings Work in the Pandemic?
Morningstar Canada’s Director of Investment Research, Ian Tam, finds out how the Morningstar Star Rating for funds performed this year
When to Use an ETF
Investors have poured billions into low-cost ETFs in recent years, but does it always make sense to go passive? Consider this first
Stock of the Week: McDonald’s
Post-pandemic fast food will look a lot like this
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
November 30
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
The Creator of the 4 Percent Rule and His Own Retirement
The 4 per cent withdrawal rate in retirement is an industry standard, where a retiree can expect not to run out of money. Its creator, Bill Bengen, explains its use to Michael Kitces.
Four Coffee Stocks Poised for a Post-Pandemic Pick Up
These java juggernauts are brewing up plans to capture the return of commuters and their morning coffees
Stock of the Week: Husky
Or should we say, Cenovus, looks well-positioned to benefit from a potential oil shortage
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
When Should You Use an Active Fund?
Passive funds have grown in popularity as cheap, simple investment options. But does it ever pay to use an active manager? Yes.
CPP’s Commitment to Canada 2050
Public pension plans play a key role in Canada’s path to net-zero emissions
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
3 Stocks Plugged into the Renewable Energy Revolution
These companies are well-positioned for policy tailwinds and a shift to sustainable energy
November 23
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
3 Stocks Plugged into the Renewable Energy Revolution
These companies are well-positioned for policy tailwinds and a shift to sustainable energy
The Creator of the 4 Percent Rule and His Own Retirement
The 4 per cent withdrawal rate in retirement is an industry standard, where a retiree can expect not to run out of money. Its creator, Bill Bengen, explains its use to Michael Kitces.
What History Can Teach Us About the Post-COVID Economy
How habits, fear, and sunk costs can reshape economic behaviour
Income Manager Outperforms by Buying the Dip
Manulife’s five-star yield fund finds opportunities in times of fear and with a wide net
Is Your Portfolio Too Heavy on Technology Stocks?
If yes, investors may want to consider adding a counterweight to their tech-heavy portfolios writes Amy Arnott
Stock of the Week: Norbord
Wood’s on fire right now
The Canadian Balanced Fund Landscape
Balanced funds with more bonds in them lost less, and hence have been the quickest to recover this year
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify
November 16
Canada’s Best All-in-One ETFs
Whether you want income, balance or growth, these top one-ticket solutions deliver convenience and performance at a fraction of the cost of mutual funds
Stock of the Week: Ford
The legendary pony takes on Tesla and aims for pole position on profitability
Financial Planning in a Post-COVID-19 World
Canadians need advice, but those that need it most are least able to afford it, a Morningstar Executive Forum is told
Should Retirees Invest in Stocks?
An annuity used to be the simple solution for most retirees but the pension freedoms and ultra-low interest rates mean staying invested in the stock market could be the right choice for you
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
Top U.S. and Canadian Weed Picks
Our favourite cannabis stocks to capture exponential growth opportunities ahead
Biden’s Pipeline Pledge Could Batter Oil Stocks
A suffering energy sector could be in for additional struggles if the new U.S. president-elect follows through on killing Keystone XL
What Did Berkshire Buy in Q3?
There were a few surprises in the wide-moat firm’s 13-F filing
November 9
Stock of the Week: Tesla
Can the brand and batteries be beat?
What to Expect From a Joe Biden Presidency?
From healthcare to climate change, Morningstar analysts look at the implications of the Democratic Party victory in the 2020 Election
What a Biden Win Means for Canada
The relationship between the U.S. and Canada is likely to be more harmonious, but the pipeline could be a problem
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify
4 U.S. Industrials Stocks to Watch
Biden’s infrastructure plan could make industrial stocks great again
We Still Expect a Strong U.S. Economic Recovery
Neither the U.S. election outcome nor the coronavirus third wave will derail it
The best mutual funds for retirement
These funds are gold-rated, and have either four or five s
10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
November 2
Are Lagging Canadian Telcos a Buy Now?
Bell, Rogers, and Telus have all fallen behind in the broad equity run-up – offering a variety of risks and opportunities for investors, explains sector analyst Matthew Dolgin
What Would a Biden Win Mean for Canadian Cannabis?
What would decriminalization in the U.S. do to established marijuana producers across the border? We ask Kristoffer Inton about opportunities available today
Morningstar Money Challenge: Day 1
First: Track your expenses
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
5 Scary Canadian Stocks
Beware: These companies are overvalued, will all of them carrying a Morningstar Star Rating of only one or two stars
Not the Best Time to Buy a House?
Falling rents while sales skyrocket – what to make of the Canadian real estate madness right now with Realosophy’s John Pasalis
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
Is Renting Throwing Away Money?
Factors like freedom and career flexibility can offer intangible financial benefits – in exchange for a home equity opportunity cost
4 U.S. Banks on Double-Digit Discounts
These stocks are trading at a sizeable discount to their intrinsic values offering some margin of safety
Don’t Try to Time Elections
Why you should resist the urge to make predictions when there’s a disconnect between the economy and security prices
October 26
Not the Best Time to Buy a House?
Falling rents while sales skyrocket – what to make of the Canadian real estate madness right now with Realosophy’s John Pasalis
Stock of the Week: TD Bank
Look out, Questrade
5 Scary Canadian Stocks
Beware: These companies are overvalued, will all of them carrying a Morningstar Star Rating of only one or two stars
4 Reasons to Back Bonds
High prices and low, or even negative, yields make some bonds appear unattractive to investors, but here are four reasons not to ditch the debt
Canada’s Resilient Sustainable Fund Space
Q3 continued a positive trend for ETF and fund flows for ESG investments
What Would a Biden Win Mean for Canadian Cannabis?
What would decriminalization in the U.S. do to established marijuana producers across the border? We ask Kristoffer Inton about opportunities available today
3 Stocks to Sanitize Your Portfolio
These companies boast non-cyclical, stable businesses that tend to do relatively well during economic upheavals and market downdrafts
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
To REIT or Not To REIT?
Signature’s Lee Goldman argues that the REIT space requires selectivity
Quant Concepts: A Portfolio of Horrors
A cautionary tale of picking Canadian companies poised to lose money, with CPMS’s Emily Halverson-Duncan
October 19
Should you Break your Mortgage for a Lower Rate?
It could be expensive, because the flip side to the lowest rates of all time is some of the largest penalties of all time
13 Investment Risks to Consider
Think you considered all the risks before choosing your investments? Here are some you might have missed
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
4 Reasons to Back Bonds
High prices and low, or even negative, yields make some bonds appear unattractive to investors, but here are four reasons not to ditch the debt
The Future of Responsible Investing in Canada
Morningstar’s latest Executive Forum addresses questions around policy, regulation, greenwashing, and Canada’s oil and gas industry
10 Cheap Moat-y Canadian Stocks
These companies all have economic moats and come at a discount – and two of them can fend off rivals for decades to come
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
Stock of the Week: BlackBerry
Is it back from the dead?
Tesla Gets a Moat Upgrade
We think the electric vehicle company has an improving sustainable competitive advantage
10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
October 12
Positive News From COVID-19 Vaccines Don’t Change FVEs
Despite encouraging updates from AstraZeneca and BioNTech/Pfizer, we maintain our fair value estimates
10 Cheap Moat-y Canadian Stocks
These companies all have economic moats and come at a discount – and two of them can fend off rivals for decades to come
Five Factors for Low Volatility
These attributes help keep companies steady when markets get rough, Morningstar Canada’s Director of Investment Research, Ian Tam finds
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify
Stock of the Week: Enbridge
The pipeline is back in action after the court order was lifted: does it matter?
What is a Bubble?
What happens when the stock market turns into a casino – and what to do when it does
24 Stocks for 2030
Morningstar analysts are all about investing for the long-term. We think these companies will benefit from one of five key trends over the next decade and beyond
October 5
Stock of the Week: Enbridge
The pipeline is back in action after the court order was lifted: does it matter?
Have You Thought About Liquidity Risk Lately?
Why it’s so important – especially if you’re looking thinking of selling soon
When to Sell an Investment
Getting back to cash is half the trade – here’s what to remember
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
Dividend Manager Stays True to Form
1832’s Don Simpson outperforms by hunting for hidden value amidst the uncertainty
10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
24 Stocks for 2030
Morningstar analysts are all about investing for the long-term. We think these companies will benefit from one of five key trends over the next decade and beyond
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
September 28
Is Tesla’s Share Price Bonkers?
Shares in the electric car maker have soared more than 800% over the past year. Can it continue? Morningstar columnist John Rekenthaler takes a look
Tech in Canadian Funds
Are managers leading or following the technology boom?
A Better Way to Look at Investing in Equities for Income
The pros and cons of using dividend-paying stocks as bond replacements
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
24 Stocks for 2030
Morningstar analysts are all about investing for the long-term. We think these companies will benefit from one of five key trends over the next decade and beyond
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
Peering into Palantir’s Data Market Disruption
We value the company at US$28.2 billion, reinforced by a sticky customer base and positive moat trend
The Debt Mess
The choice we face is simple: we either we continue along the present path and allow a volatile situation to finally explode, or we go on a painful, self-inflicted deleveraging diet.
Waiting for the Cannabis Hit: 7 Stocks for Your Watchlist
How edibles could change the market
Blank Cheque Companies: Be Careful
Nikola’s not the first ‘SPAC’ to emerge in an explosion of ‘strategic’ IPOs in 2020 – here’s what investors need to know
September 21
10 ESG Funds for Passive Investors
The choices are far fewer when it comes to sustainable ETFs – of the 116 sustainable funds in Canada, only 30 are passive
3 Easy Steps to Finding a Suitable ESG Fund
Morningstar’s ESG Screener makes it simple
What Can We Learn from the Rio Tinto Disaster?
The mining company intentionally destroyed a 46,000-year old sacred site for US$ 135 million worth of iron ore – and it could cost them billions
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
4 ESG Stocks to Consider
These companies have low ESG risk scores as rated by Sustainalytics
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
Good Active ESG Funds to Consider
If you want to invest in ESG-focused funds, here’s a list to help you start your research
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
How Much Should I be Saving?
The exact number may differ, but the principles are the same
China’s Changing Electric Vehicles
A better infrastructure, way more production and sales make for undeniable leadership
September 14
Stock of the Week: CIBC
Are the glory days over? Or is this just a new beginning?
100 Ways to Cut Your Day-to-Day Expenses
If you’re looking to save a few more dollars, these tips on cutting your grocery, utility, and personal-care bills, among others, are worth a look
Canada and China Grow Dividends in Q32020
Will the dream run continue? Here are our top picks
Concentration Works Both Ways
Ian Tam analyzes the U.S. and Canadian recoveries and discovers something interesting
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
Vanguard Cautions on Quest for Yield
The asset manager launched a new fund-of-funds product that targets a 4% annual payout, aimed at retirees and soon-to-be retirees
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
When Dollar-Cost Averaging Can Help (or Hurt)
A systematic investing approach doesn’t usually improve returns, but it can help in certain situations
Downtown Won’t Become a Ghost Town
COVID-19 turned most city centres into empty spaces – but they won’t stay that way!
September 7
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
3 Stocks Growing With the Cloud
Accelerated adoption of digital cloud-based operations with the pandemic has these companies seeing significant profit potential
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
Where to Find Value in the TSX?
The tide might be turning for cyclicals, but portfolio managers warn that you need to be very specific as you buy in Canada right now
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify
Not a Normal Recession: Manager
Mackenzie’s growth manager is outperforming by getting extra picky
Our Comment Letter to the OSC
We comment on the OSC’s Ontario Capital Markets Modernization Taskforce’s consultation report
Canada and China Grow Dividends in Q32020
Will the dream run continue? Here are our top picks
August 31
My #1 Money Lessons
Morningstar experts reflect on the money lessons they would have wanted their younger selves to know
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
Stock Analyst Sentiment in COVID-19
At the peak of the pandemic, analysts were extremely bearish on Canadian stocks – but have since changed direction dramatically
Canadian Bank Q3 Results
Here’s how the banks did this quarter
New Fair Values for Apple, Tesla After Stock Splits
After adjusting our fair value estimates, both stocks still look rich
Canadian Telco Havoc
Companies get a bad surprise with their overage charges; Telus may have taken a toll on Rogers
What is a Stock Split?
Companies like to play with the price of their stocks sometimes…here’s why and what you should know
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
How to Be a Better Investor: Episode 3
Products, services, what is what in the world of finance – and how to look out for yourself
August 24
Retirees: Should You Pay Off Your Mortgage?
Retirees looking for a decent return in this low-rate climate would be wise to consider it
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
A Tale of Two Markets
Market Concentration and the COVID-19 Recovery
The End of Preferred Shares?
LRCNs are set to be a game-changer, says Fiera Capital’s Nicolas Normandeau – Could this mean the end of preferred shares?
Canadian Bank Q3 Results
Here’s how the banks did this quarter
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
A Retirement Readiness Checklist
Determining if you’re on track to retire can be more manageable if you break it into smaller steps.
Stock of the Week: Curaleaf
U.S. cannabis surges: But guess who wants the taxes
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify!
August 17
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify!
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
The Best Asset Allocation ETFs to Consider
Each of these ETFs are rated 3 Stars or higher by Morningstar, or have been awarded a quantitative rating of Bronze, Silver or Gold
Reasons NOT to Invest in Gold
It’s hit a record high and investors have poured billions into funds that track the metal. But should you invest? Probably not
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
Recent Rally is an Illusion: Manager
Fidelity Canada’s value-oriented Steve MacMillan says when the gains of tech stocks fade neglected U.S. small-caps will shine
What’s Buffett Selling?
There were few surprises in wide-moat Berkshire Hathaway’s second-quarter 13-F filing
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
Stock of the Week: Walmart’s Big Secret
If the rumours of an attack on Amazon are true, this revengeful retailer would do the most damage
3 Reasons to Buy Big Data
CIBC’s tech fund head says the strength we’ve seen is here to stay
August 10
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify!
Should You Take The Higher Credit Card Limit?
Accepting the nice gesture in the mail isn’t always the right thing to do
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
Reasons NOT to Invest in Gold
It’s hit a record high and investors have poured billions into funds that track the metal. But should you invest? Probably not
The Best Asset Allocation ETFs to Consider
Each of these ETFs are rated 3 Stars or higher by Morningstar, or have been awarded a quantitative rating of Bronze, Silver or Gold
Why Aren’t Stock Bubbles Considered Inflation?
Central banks should start by stabilizing assets
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
How to Be a Better Investor: Episode 2
Put your money to work if you’re looking for financial freedom
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
Baby Steps for Reducing Risk
Investors can take smaller steps to reduce a portfolio’s risk profile without making a sweeping overhaul
August 3
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
The Best ETFs for DIY Investors
If you want to go it alone, make sure you have your risk tolerance and time horizon right – and diversify!
7 Things Your Estate Plan Might Have Missed
If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
3 Reasons to Buy Big Data
CIBC’s tech fund head says the strength we’ve seen is here to stay
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
Fund Finds Superior Income and Growth at Home
Five-star CC&L gets the best of both worlds by casting a wide net – and focusing on the TSX
European Telecom Stocks on Sale
These blue-chip businesses are nimbly adapting by reducing costs, improving efficiencies and growing their geographic footprint to remain competitive and profitable
How to Be a Better Investor: Episode 2
Put your money to work if you’re looking for financial freedom
Corporate Bonds are on Shaky Ground
Pre-COVID, corporate debt was at an all-time high, and at an all-time low-quality level. Now, a lot of that low-grade debt is being downgraded to junk status
July 27
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
ESG Grows During Recovery
Sustainable investments have seen a pick up in investor attention
Canada’s 2nd Most Expensive Stock
Gold’s giving Shopify a run for its money
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
Big Beer on Sale
These 3 brewing barons are high-quality businesses with entrenched positions in a consolidated market – and now they’re about to catch some tailwinds of growth
Corporate Bonds are on Shaky Ground
Pre-COVID, corporate debt was at an all-time high, and at an all-time low-quality level. Now, a lot of that low-grade debt is being downgraded to junk status.
Fund Finds Superior Income and Growth at Home
Five-star CC&L gets the best of both worlds by casting a wide net – and focusing on the TSX
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
How to Be a Better Investor: Episode 1
Learn how to picture your goals so you can better reach them
What a Covid-19 Vaccine Means for Investors
Three new vaccines for coronavirus look poised for emergency use authorization in the US this autumn. What does that mean for investors?
July 20
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
Why Gold is Not a Great Investment
If it isn’t making you money, it’s costing you money
How I Played Options and ‘Lost’
Why investors need a controlled trial by fire, taking advice from social media and a small defence of options
Investing in Post-Pandemic Real Estate
Why 1832 Asset Management’s Tom Dicker sees some promising pockets in certain commercial realty and single family homes
Stagnant Canadian Strategic Beta Market
Although assets are up to $15.4 billion in 2019, that’s still only a 10% share – as it has been since 2014
What a Covid-19 Vaccine Means for Investors
Three new vaccines for coronavirus look poised for emergency use authorization in the US this autumn. What does that mean for investors?
Coronavirus Controversies Climb
Issues concerning responsible investors continue to rise in the wake of the virus: Sustainalytics
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
How to Not Run Out of Money
Running out of money is a major fear for retirees, but there are ways to make sure you protect yourself
July 13
How to Not Run Out of Money
Running out of money is a major fear for retirees, but there are ways to make sure you protect yourself
Working From Home? Mind the Tax Rules
You must be required by your employer to deduct expenses, and there are limitations
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
Should You Pay Down Your Mortgage?
Being mortgage-free is a dream many people hold and rock-bottom interest rates might make it easier to achieve. But is it the best way to use your savings?
Will Airbnb IPO or What?
We don’t think COVID has made the intended public offering impossible
The Pros and Cons of ETFs
Some benefits of exchange-traded funds have been oversold, while others are under-appreciated, argues Morningstar’s global director of ETF research
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
Why Gold is Not a Great Investment
If it isn’t making you money, it’s costing you money
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
July 6
Working From Home? Mind the Tax Rules
You must be required by your employer to deduct expenses, and there are limitations
Should You Pay Down Your Mortgage?
Being mortgage-free is a dream many people hold and rock-bottom interest rates might make it easier to achieve. But is it the best way to use your savings?
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long
The Pros and Cons of ETFs
Some benefits of exchange-traded funds have been oversold, while others are under-appreciated, argues Morningstar’s global director of ETF research
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
The Facts Around Dividends
4 facts to keep in mind when deciding whether to buy dividend stocks or funds
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
3 Stocks Susceptible to H-1B Visa Clampdown
Investors may want to keep these names, among the top 30 H-1B employers, on their radar, as this restriction could alter their business fundamentals in a meaningful way
Confessions of a Former ‘FIRE’ Skeptic
How I learned to stop worrying and believe that these people are actually onto something
June 29
What Do the Mutual Fund Classes Mean?
Understand how the same fund can differ, with Morningstar’s Director of Investment Research, Ian Tam
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
Annuities Aren’t What They Used to Be
Insuring good income in retirement is getting harder as we live longer – but COVID could change that
From WeWork to We Don’t Work
A wave of demand disruptions is about to bring severe consequences to the company if it doesn’t let go of leases soon
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Ontario DSC Rules Promote Wealth Inequality
Now it’s only the small investors who fall prey
Confessions of a Former ‘FIRE’ Skeptic
How I learned to stop worrying and believe that these people are actually onto something
15 Stocks to Invest in Change
These companies achieve high Minority Empowerment Scores because they demonstrate a strong commitment to diversity and inclusion
When to Buy Stocks Directly
An offer that most investors should refuse
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
June 22
Why Early Retirement Is a Wrong Goal
Just because you can doesn’t mean you should
Lululemon Continues to Defy Gravity
Online sales helped saved the company this year. Will its retail magic make up for lost opportunity?
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Easy Money: Download Robinhood, Buy Stonks, Bro Down
A battle between smart professional stock sellers and those known as the corona generation has hit global equity markets in recent months.
Ontario DSC Rules Promote Wealth Inequality
Now it’s only the small investors who fall prey
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
What Do the Mutual Fund Classes Mean?
Understand how the same fund can differ, with Morningstar’s Director of Investment Research, Ian Tam
5 Ways Rebalancing Can Benefit Your Retirement Plan
The virtues of rebalancing are greater when you’re retired than when you are accumulating.
June 15
Why Early Retirement Is a Wrong Goal
Just because you can doesn’t mean you should
10 Canadian Dividend Stocks That Are Still Cheap
Banks, energy companies and consumer plays, among others stocks with yield on sale
Is the Stock Market Rebound Overdone?
There is no definitive answer, but here are three things to consider before you invest
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Quant Concepts: Uncommon Canadian dividend stocks
Stepping outside of the S&P/TSX Composite can yield you some benchmark-beating performance, and less volatility, Emily Halverson-Duncan finds
Is Your ETF Actually Diversified?
If you’re in a market-weighted S&P/TSX Composite index, or even an S&P 500 ETF, maybe not.
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
It’s the Fundamentals, Not the Forecasts
Nevermind trying to guess the path, Manulife’s Prakash Chaudhari finds the right vehicle
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
June 8
Battle at Timmies
Shareholders of the parent company of Tim Horton’s, Popeye’s and Burger King aren’t giving up on employees and the environment – even in the face of resistance from the board
Playing Canadian Banks Right Now
The latest results weren’t pretty – on the surface. Morningstar’s Eric Compton says there’s more than meets the eye, and he’s switching picks now
3 Pot Stocks with High Upside Potential
Cannabis surviving the crisis might not come as a surprise when it’s poised for exponential growth
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
How Canadian Bear Markets Influence Fund Performance
Are funds reacting similarly during the coronavirus pandemic?
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
OK, People: It’s Time to Think Big
If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Is the Stock Market Rebound Overdone?
There is no definitive answer, but here are three things to consider before you invest
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
June 1
Tim Hortons 2.0
Timmies is about to get a little Burger King
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
Human Rights on the Ballot at Google
Alphabet’s AGM will see shareholders vote on 10 proposals, including pay equity, sustainability and human rights risks – but it’s looking like an uphill battle with the board
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Why Fees Matter
After 10 years, the impact of a 2% fee results in a difference of 18% less wealth when compared to no fees. After 20 years, that widens to 33%
OK, People: It’s Time to Think Big
If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way
The Dividend Balancing Act
Ensure your dividend-paying companies are more than attractive on the surface with these tips from Morningstar Canada’s Director of Investment Research, Ian Tam, CFA
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
Cannabis, Take Two
Canadian companies are picking up ‘low-hanging fruit’, while U.S. giants focus on multiplication
May 25
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
Is technology the new king?
With the housing market temporarily frozen, and energy decimated, the technology sector has crept into the number one spot. Where does that leave Canada?
Should Investors Fear Deflation or Inflation?
Up until the pandemic, deflation was the threat. But with record stimulus comes the risk of inflation. What should investors prepare for?
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
Buy like Buffett
These 3 U.S. stocks in Berkshire Hathaway’s portfolio are all undervalued according to our metrics
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
The investments for the times
Take a look back at past downturns to see how each asset type fared when the going got tough with Morningstar’s Director of Investment Research, Ian Tam, CFA
2010 vs 2020: How investing has changed
A look at the 10 biggest companies today and a decade ago reveals a lot about how investors are thinking
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
May 18
Canadian energy hits an ESG roadblock
A reckoning is coming for our oil, as Norges Bank divests from four Canadian oil majors – and more asset managers are expected to follow
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
Residential real estate: a reckoning or just a softening?
For the time being, the residential real estate market is holding up, but there are challenges ahead
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Well-managed companies at attractive prices
The stocks of undervalued, high-quality companies run by adept managers are appealing no matter the market climate
Morningstar Quantitative Ratings in the sell-off
Holding true even in the worst of times, the gold-rated funds outperformed those that rated neutral or negative
Canadian real estate remains resilient
Realosophy’s John Pasalis says sales are steady but there are warning signs with rentals
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
May 11
Coronavirus vaccine progress accelerates
Diagnostic testing, treatment, and a coronavirus vaccine could allow near-normal distancing and nonessential business recovery by mid-2021
Canadian real estate remains resilient
Realosophy’s John Pasalis says sales are steady but there are warning signs with rentals
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
Sell in May, Go Away
A strategy that leads to pay day? Not really.
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
The hardest decision in investing
When and how should you get back into equity markets after panic selling?
Beyond Meat madness
The no-moat, no-meat burger stock is still too expensive
Gold shines for this fund
RBC’s approach to precious metals has paid off – miners, bullion and other related securities have made for a medalist performance
Canada’s dividend aristocrats fall from grace
For now… Could their moves to cut payouts be a sign of strength?
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
May 4
Should you borrow to invest?
Right now, valuations have corrected, some stocks are yielding upwards of 6%, and borrowing rates are low, so the math works out
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
Berkshire meeting takeaway: extreme caution
This wide-moat firm’s annual meeting reminded us to take caution and preserve cash
Canada’s dividend aristocrats fall from grace
For now… Could their moves to cut payouts be a sign of strength?
Time to invest in the U.S. dollar?
The U.S. dollar is at its highest point in 18 years and near an all-time high. Time to buy it long or short it?
The stock market is not the economy
What’s more, the two are drifting even further apart
COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
April 27
10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
Time for accountability at Tim’s
Pandemic will make it harder for parent company to ignore worker rights proposal this time around
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
Getting retirement ready in turbulent times
It’s time for pre-retirees to start taking concrete steps
COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains
Time for a new modern portfolio model?
The old stock/bond model may be getting less efficient and more volatile, and to help with that, new models are offering alternatives
5 stocks Buffett might buy, if he could
The Oracle of Omaha might take an interest in these high-quality firms if Berkshire were nimble enough
Why ESG matters in downturns
Companies that ‘do the right thing’ are also likely to do well in the future
Canadians experience ‘Below Average’ tax and regulatory environment
Morningstar’s sixth Global Investor Experience Study sees Canada continue to score poorly relative to other markets
April 20
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
10 top sustainable mutual funds in Canada
The choice between investing sustainably and performance is not mutually exclusive
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains
Why ESG matters in downturns
Companies that ‘do the right thing’ are also likely to do well in the future
Valuable ESG stocks
These three sustainable Canadian companies are on sale
10 best sustainable ETFs in Canada
For investors who prefer passive investments over active, here are a few options
Why oil went negative
For the first time in history, WTI crude slipped into negative territory, because of vanished demand and a storage crunch
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
4 ESG stocks for sustainable investing
Aligned with investor values and on sale, these big names may be the responsible bet you’re looking for
April 13
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains
Is it time to keep your distance from Zoom?
The teleconferencing platform has had a surge in users, but the freemium model is not without risks—some more embarrassing than others
This time’s recovery will take longer
BMO’s James Thai argues that as the market slowly recovers it’s critical to separate winners from losers
Is this time different?
The regularity of market crashes is a reminder that patience is key to investing in equity markets
The tech fund that barely fell
How Fidelity Global Innovators stayed afloat, and the resilience of exciting names
Deals on dividend stars
Yields are looking very nice relative to today’s prices – here are a few tips to help with your stock picks from Morningstar’s Director of Investment Research, Ian Tam
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
How to decide where to hire active managers
Active management is tougher in some categories than others
April 06
9 sources of emergency cash, ranked from best to worst
Credit cards are the easiest, but worst option – here’s eight others to try before you swipe
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains
Did the Morningstar Star ratings work in this downturn?
In a word, yes. Equity funds (and managers) that have historically outperformed their peers have continued to do so in this current downturn
Why are China’s markets doing so well?
In developed economies: the question on the street is “when will the market blowout end?” In China: the question is “when will the bull market start?”
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
How to lose money
Even though it feels like you are reducing risk by pulling out of the market, the long-term effects could hurt your overall returns
What to do with Canadian banks?
The yields look good, but the risks are real, and it could get worse before it gets better
What are top performing dividend funds holding?
Here’s a look at the stocks the best performing dividend income funds within Morningstar’s database are holding
March 30
COVID-19: Will Canadian house prices fall?
Are we in store for a correction, or at least some price stability, as the lockdowns cool bidding wars? John Pasalis explains
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
Which companies won’t cut dividends?
With the fear of a recession – and dividends cuts – looming, here’s what to look for in companies that can sustain dividends into the future
The return of the value investor
Brandes’ Luiz Sauerbronn is excited because now, good companies are available at attractive prices, and says “Everything is on sale!”
Will Shopify lead the way?
It’s done well throughout the volatility, but it needs to come down in price – a lot
Stocks or ETFs?
Want to get in on the action? Start here
Now’s the time to buy
The current market conditions are creating tremendous dislocations between share prices and intrinsic values, says Sionna’s Marian Hoffmann
What are top performing dividend funds holding?
Here’s a look at the stocks the best performing dividend income funds within Morningstar’s database are holding
What to do with Canadian banks?
The yields look good, but the risks are real, and it could get worse before it gets better
March 23
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
Why are China’s markets doing so well?
In developed economies: the question on the street is “when will the market blowout end?” In China: the question is “when will the bull market start?”
The opportunities in a recession
The rough road to recession ultimately leads to shiny new opportunities for those who hold on to their nerve – and quality stocks
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
When FOMO is warranted
The long-term pain of missing a major day of investment returns won’t be felt until years later – the only way to ensure you catch it is to stay invested
What to do with Canadian banks?
The yields look good, but the risks are real, and it could get worse before it gets better
When will stocks recover?
The four stages of (most) bear markets
What next for REITs?
At this point in the market downturn, no sector is immune, but some offer a better resistance potential, and REITs could be one
5 cheap wide-moat Canadian stocks
These stocks have fallen below our fair value estimates – and have a sustainable competitive advantage relative to their peers
COVID-19 and your taxes: Deadlines extended
Outstanding federal 2019 tax now due Aug. 31, and other changes to know
March 16
20 cheap Canadian dividend stocks
Several dividend-paying stocks have entered the ‘cheap’ territory in the ongoing correction
5 cheap wide-moat Canadian stocks
These stocks have fallen below our fair value estimates – and have a sustainable competitive advantage relative to their peers
COVID-19 and your money
With all the headlines and confusion, we want to make sure you’re headed in the right direction – this list of news will be updated daily, to help you stay informed and prepared
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
What to do with Canadian banks?
The yields look good, but the risks are real, and it could get worse before it gets better
3 things to do right now
With COVID-19 comes an crucial need to ensure you’re making the right moves: Ian Tam, Director of Investment Research at Morningstar Canada
Is there a good time to buy or sell actively managed funds?
Why staying invested is the name of the game
Funds that outperformed in 2008
Seven equity funds that protected on the downside during the 2008-2009 financial crisis and recovered faster than the index
Virus brings rare entry for tech stocks
Wild weeks on Wall Street have opened some tempting opportunities
How Canadian funds are holding up
In the past month, the worst performing categories are all equity focused while most of the top performing categories are fixed income focused
March 09
10 cheap moat-y Canadian stocks
These stocks have fallen below our fair value estimates – and have a sustainable competitive advantage relative to their peers
3 things to do right now
With COVID-19 comes an crucial need to ensure you’re making the right moves: Ian Tam, Director of Investment Research at Morningstar Canada
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
4 ways to turn a down market to your advantage
Christine Benz offers some practical things that investors can do in this market uncertainty
Risk, not volatility, is the real enemy
Grant us investors the wisdom to know the difference
How to play these volatile times
COVID-19, rate cuts, and talk of recessionary risks – what are investors to do? Scotia’s Judith Chan weighs in
Funds that outperformed in 2008
Seven equity funds that protected on the downside during the 2008-2009 financial crisis and recovered faster than the index
How Canadian funds are holding up
In the past month, the worst performing categories are all equity focused while most of the top performing categories are fixed income focused
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
March 02
Buy the dip with these 10 cheap Canadian stocks
It’s best not to sell when facing volatility and market corrections – However, if you have some cash to deploy, here are some ‘cheap’ stocks in our coverage universe to consider
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
Emotional investing: What it costs, and what to do about it
It gets expensive when investors sell during downturns, research shows
The best ETFs to hold for retirement
If you know where you want your assets to go, see this list of the best-rated ETFs available in Canada
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
A down-market survival guide for retirees
These six steps can help you take back control in uncertain times
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
4 ways to turn a down market to your advantage
Christine Benz offers some practical things that investors can do in this market uncertainty
Should you be passive or active today?
Apart from the differences in costs and convenience, the choice of approach applies differently depending on your target sector and the market cycle
When does investing become speculation?
When the expected return is not clearly positive
February 24
Surge in Canadian retirement savings
But where is the money going? Most Canadians are struggling to define their financial goals, BMO study says, with insights on gender and advice on RRSPs
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
Coronavirus-hit casino stocks on sale
China’s Macau shutdown is a great short term gateway to long term growth
The best ETFs to hold for retirement
If you know where you want your assets to go, see this list of the best-rated ETFs available in Canada
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
TFSAs aren’t for saving
RRSPs get all the investor attention this time of the year, and they shouldn’t
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Getting started with sustainable investing
Here’s what you need to know about sustainable funds and different ESG factors
ESG is a must for retirement
Investors at every life-stage, early, mid-career, or retirees, need to invest sustainably
What’s going on with gold?
Why today’s demand could become tomorrow’s supply
February 17
TFSAs aren’t for saving
RRSPs get all the investor attention this time of the year, and they shouldn’t
The best ETFs to hold for retirement
If you know where you want your assets to go, see this list of the best-rated ETFs available in Canada
Picking funds for retirement
Learn how to analyze the fit of funds for your portfolio with the Sharpe ratio, standard deviation, and create your own risk profile – and why these parameters matter
The best mutual funds for retirement
These funds are gold-rated, and have either four or five stars
Retirement is more than money
It looks different these days. And investors need to ask themselves some important questions: Morningstar Executive Forum
3 Canadian picks for a decade or two
Rob Miehm shares a few ideas for those with a 10 to 20-year time retirement horizon
Should you borrow to invest in an RRSP?
Advisors weigh in on when the strategy can, and cannot, pay off
Canadian dividends in 2020
Why we’re entering the “decade of dividend growth investing” and where dividend growth in Canada will come from, with Guardian Capital’s Srikanth Iyer
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
February 10
BMO’s new suite of ESG ETFs
What they include, exclude, how they picked fixed income and why there are some Canadian names that didn’t make the cut
Canadian dividends in 2020
Why we’re entering the “decade of dividend growth investing” and where dividend growth in Canada will come from, with Guardian Capital’s Srikanth Iyer
Canada’s best actively-managed ETFs
Easy-to-access professional management proved a medalist performance is possible
What Theranos can teach us about human behaviour
Lessons from the “New Steve Jobs’” fall from grace
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Investor tax tips for 2020
Review your strategy now to take advantage of a tax-efficiencies this year
Canadian banks to take on volatility
Why they’re an attractive place to anchor your portfolio in these choppy markets
Adding growth to dividends
If you want stable income along with growth, here are alternatives to the Big Banks
Why not 100% equities?
Revisiting a 25-year old suggestion
February 03
Canada’s best actively-managed ETFs
Easy-to-access professional management proved a medalist performance is possible
The Aurora aftermath
We see extreme uncertainty and we’re reducing our fair value estimates for the company but we remain optimistic about the massive market potential ahead
How to play U.S. cannabis
The lack of federal legalization isn’t stopping these giants from unlocking massive growth in the states
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Canadian cannabis update
Should investors be worried about a further fall in stock prices? Or is it an even better buying opportunity?
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Utilities to protect from virus volatility
These three companies are a source of stability in uncertain times
Adding growth to dividends
If you want stable income along with growth, here are alternatives to the Big Banks
Health-care stocks: No fear of contagion
The coronavirus outbreak isn’t likely to have a long-term financial impact, and we aren’t changing our fair value estimates for these stocks
The impact of coronavirus for investors
And what we’re doing with our portfolios: Morningstar Investment Management
January 27
5 tips for trading ETFs
It is always a good time to brush up on what constitutes good hygiene when transacting ETFs
Canadian cannabis update
Should investors be worried about a further fall in stock prices? Or is it an even better buying opportunity?
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Vanguard’s new single-ticket global bond ETF
The latest offering gives Canadian investors access to over 15,000 fixed income securities at a management fee of 0.30%
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Canada’s top 3 ETFs of the decade
These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge
New frontiers in factor investing
Momentum, volatility, quality and more – Morningstar’s new Factor Profile shows you the exposure of your funds to key drivers of risk and return
Understanding Morningstar’s new Factor Profile
Learn how to use the new tool to identify seven return-driving dimensions in funds
Dividends in Canadian energy
Opportunities, risks and top picks that aren’t only Enbridge
10 most popular stocks, funds, and ETFs of 2019
Here are the most-viewed securities on Morningstar.ca this year
January 20
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
5 vital signs to check your financial independence
Clear metrics toward financial independence can help you make better financial decisions
Canada’s top 3 ETFs of the decade
These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge
Dividends in Canadian energy
Opportunities, risks and top picks that aren’t only Enbridge
5 tips for trading ETFs
It is always a good time to brush up on what constitutes good hygiene when transacting ETFs
10 most popular stocks, funds, and ETFs of 2019
Here are the most-viewed securities on Morningstar.ca this year
Global dividends for Canadian investors
The managers of Vanguard Global Dividend achieve a dividend yield that beats the benchmark, while maintaining long-term gains
Canada’s 2020 outlook
Learn what asset managers think will happen this year
Is Enbridge a good pick for dividend seekers?
The wide-moat firm has one of the most attractive dividends in the Canadian energy sector
January 13
RBC’s 2020 outlook
For the 2020s, RBC highlights four key themes for Canada – Climate change, an aging population, technological advances and slowing growth
Canada’s top 3 ETFs of the decade
These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge
The cannabis investing outlook in 5 charts
The cannabis market is on track for a ninefold increase over the coming decade as legalisation gathers pace across the US
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Global dividends for Canadian investors
The managers of Vanguard Global Dividend achieve a dividend yield that beats the benchmark, while maintaining long-term gains
6 investing lessons for everyone
Morningstar columnist Christine Benz reflects on the biggest lessons she has learned from 25 years of investing
7 stocks with dimmer outlooks
These stocks underwent dramatic fair value or moat rating changes last month
Top Canadian stocks of 2019
A look at the top performers of the TSX Composite index, the top stocks in our coverage universe, and three stocks that are undervalued
Canada’s 2020 outlook
Learn what asset managers think will happen this year
January 6
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Top Canadian stocks of 2019
A look at the top performers of the TSX Composite index, the top stocks in our coverage universe, and three stocks that are undervalued
Is Enbridge a good pick for dividend seekers?
The wide-moat firm has one of the most attractive dividends in the Canadian energy sector
Canada’s top 3 ETFs of the decade
These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge
How to start trading
Ready to put your money to work? Here’s how to decide whether you want to be the captain, or what kind of co-pilot you want
Oh Ontario!
Most of Canada will ban Deferred Sales Charges in 2020 –Ontario is the exception
Ready to launch when rates rise
Preferred share manager Roger Rouleau has dry powder to deploy at 1832 Asset Management
4 stocks to bite into
These companies have a head start on the plant-based meat alternatives market, which we project will grow to US$48 billion by 2029
Canada’s 2020 outlook
Learn what asset managers think will happen next year
December 30
Is Enbridge a good pick for dividend seekers?
The wide-moat firm has one of the most attractive dividends in the Canadian energy sector
Canada’s top 3 ETFs of the decade
These funds earned gold through simple index investing – with one in the double-digits through an added currency hedge
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Top Canadian stocks of 2019
A look at the top performers of the TSX Composite index, the top stocks in our coverage universe, and three stocks that are undervalued
Canada’s 2020 outlook
Learn what asset managers think will happen next year
10 most popular stocks, funds, and ETFs of 2019
Here are the most-viewed securities on Morningstar.ca this year
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
7 golden rules of dividend investing
Avoid these mistakes if you want to build a portfolio focused on high dividend yields
5 lessons from the ‘Witch’ of Wall Street
The best advice is often timeless
How to find the best ETFs?
Go for gold when going for this efficient and easy-to-access asset class
December 23
10 most popular stocks, funds, and ETFs of 2019
Here are the most-viewed securities on Morningstar.ca this year
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
How to find the best ETFs?
Go for gold when going for this efficient and easy-to-access asset class
These 7 arguments against index investing aren’t compelling
A closer look at the merits of common arguments against index investing
Santa’s Financial Plan
We put together a to-do list for Santa (no naughty, all nice), to make sure all future Christmases run smoothly – and so that he can spend January on a beach
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
3 bargains in Berkshire’s portfolio
This trio of stocks in Berkshire Hathaway are undervalued according to our metrics
A year-end to-do list for bucket investors
A step-by-step guide to ‘bucket maintenance’ as the year winds down
December 16
Canada’s top 3 mutual funds of the decade
These gold-rated actively managed approaches took top spots for long term performance
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
How to find the best ETFs?
Go for gold when going for this efficient and easy-to-access asset class
These 7 arguments against index investing aren’t compelling
A closer look at the merits of common arguments against index investing
How income works in a low interest rate reality
A recipe for returns and sustainable yield with Leith Wheeler’s Jim Gilliland
3 bargains in Berkshire’s portfolio
This trio of stocks in Berkshire Hathaway are undervalued according to our metrics
A polite reminder on fees
3 key things ultimately contribute to our true financial success: reasonable expectations, a close eye on fees, and great financial coaching
Healthy returns from booming biotech names
Long term investors can look to the sector for a dose of safety in uncertainty, and sometimes, “spectacular profitability”
Do you still use dividends for income?
Dividend stocks may no longer be reliable in an uncertain interest rate environment – Steadyhand’s Tom Bradley discusses alternative income options
Canada’s top dividend stocks for Q3
Dividend growth in the Great White North beat the States for the ninth consecutive quarter
December 09
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Do you still use dividends for income?
Dividend stocks may no longer be reliable in an uncertain interest rate environment – Steadyhand’s Tom Bradley discusses alternative income options
These 7 arguments against index investing aren’t compelling
A closer look at the merits of common arguments against index investing
How to find the best ETFs?
Go for gold when going for this efficient and easy-to-access asset class
Canada’s top dividend stocks for Q3
Dividend growth in the Great White North beat the States for the ninth consecutive quarter
Canada’s top 3 low-cost mutual funds
Gold-rated gains at a bargain
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
Dollar-cost averaging vs. lump-sum investing
Dribbling a small amount of money into stocks is not necessarily the most lucrative investment strategy
Canada’s real estate gold rush
Potential pricing problems and why you should be wary of preconstruction condos with baked-in appreciation
Investment adages that don’t make sense
Yet they will not become extinct
December 02
Canada’s top 3 low-cost mutual funds
Gold-rated gains at a bargain
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Canada’s real estate gold rush
Potential pricing problems and why you should be wary of preconstruction condos with baked-in appreciation
Canada’s top dividend stocks for Q3
Dividend growth in the Great White North beat the States for the ninth consecutive quarter
These 7 arguments against index investing aren’t compelling
A closer look at the merits of common arguments against index investing
7 golden rules of dividend investing
Avoid these mistakes if you want to build a portfolio focused on high dividend yields
Berkshire is NOT a fund
It has great management and a variety of holdings – but there are fundamental differences that mean this stock is no fund substitute
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
How mutual fund income is taxed
Learn how distributions are taxed and what structures you can use to keep more of your money
Canadians are still getting gouged
Investors are still paying many advisors 5% commissions (and more) primarily due to political interference – where do we go from here?
November 25
7 golden rules of dividend investing
Avoid these mistakes if you want to build a portfolio focused on high dividend yields
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Time to buy the dip on Cannabis?
Canadian Cannabis 2.0 is on its way and the U.S. is set to be the “biggest and the best cannabis market in the world”
BMO to Close European ETFs
Intense competition in the passive investing space forces the hand of Montreal-based asset manager, some of whose ETFs are positively rated by Morningstar
Canada’s top dividend stocks for Q3
Dividend growth in the Great White North beat the States for the ninth consecutive quarter
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
From hot to not
Is it the end for favourites like blockchain, artificial intelligence, cannabis and robotics?
The trouble with our neighbours
What it means for the markets – and Canadian investors
What is an exchange-traded fund?
We explain what ETFs are, how to use them, and how to find the best ones
November 18
Canada’s top dividend stocks for Q3
Dividend growth in the Great White North beat the States for the ninth consecutive quarter
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Dollar cost averaging doesn’t work
Investing a bit at a time is a bad idea, and buying the dip is an unnecessary risk, recent Morningstar research finds
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
Shop these stocks this holiday season
With Black Friday, Cyber Monday, and Boxing Day all coming up, these companies are well positioned to capitalize on the annual shopping jamboree
Retirees: are you spending too much?
The 4 per cent guideline can put you in the right ballpark, but the best spending policies factor in time horizon, asset allocation, and market fluctuations.
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
Investing in your 20s
You’ve already got the most valuable asset around – put it to work
Better buy this search engine
We think China’s Baidu is worth far more than its going rate – and makes Google look tiny
November 11
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Mutual funds: Where fun came to die
The industry is better than ever–but also duller
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
Money MythBuster: 4% withdrawal rule
How much you withdraw depends on how much you spend, and retirement spending is not a single point decision, but multiple decisions over time
Is it time to sell these 5 U.S. stocks?
These names suffered double-digit losses in October. Should you hold on?
Apple’s back
A stronger-than-expected iPhone launch, as well as success in wearables and services, see us raise our fair value estimate
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
Dividends don’t dictate success: Manager
Healthy returns rely on cash reinvestment, says Franklin Bissett’s Garey Aitken
From hot to not
Is it the end for favourites like blockchain, artificial intelligence, cannabis and robotics?
Investing in your 20s
You’ve already got the most valuable asset around – put it to work
November 4
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Investment horror stories – and the lessons they teach
Happy Halloween: Bitcoin, the haunted house and other tales of terror
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
5 scary Canadian stocks
These are the most overpriced stocks in our coverage universe today
Investing in your 30s
How to strike the right balance between expenses now and income later
Morningstar rating changes
Morningstar Quantitative Rating methodology is changing to better capture the alpha you’re paying for in your funds, among other enhancements
Redesign your portfolio with these fashion and luxury goods stocks
Add some oomph, brand power and big growth from new markets with these North American names
Money MythBuster: 100 minus age = equity
Asset allocation is more than a formula
Why investors need a ‘nudge’
Real people need practical applications that integrate economics with psychology – a Nobel-winning idea that saw Richard Thaler pioneer behavioural finance
October 28
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
5 scary Canadian stocks
These are the most overpriced stocks in our coverage universe today
Why oil’s undervalued
The pipelines will be built, and they’ll be tapped into new low-cost technology, says sector analyst Joe Gemino
Lithium stocks charged up from EV adoption
Electric vehicle adoption and an exponential growth in applications are fueling demand for this key battery component
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
Investment horror stories – and the lessons they teach
Happy Halloween: Bitcoin, the haunted house and other tales of terror
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
What you need to know to invest
Understanding risk and how it relates to three different ways to grow your money is key
Why Canada differs on rate direction – again
Are we playing it safe with interest rates or will we need to play catch-up with other world economies?
Money MythBuster: 100 minus age = equity
Asset allocation is more than a formula
October 21
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
7 steps to estimating your in-retirement cash-flow needs
Rules of thumb may be too high for affluent retirees with high savings rates, but there are deal-breakers to watch out for
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
Four stocks to watch in the streaming wars
The landscape is going to become fiercely competitive, as new and established players jostle for subscribers, advertising dollars, and market dominance
The new Liberal minority government
And what it means for the economy, especially energy, banks, and the environment
Money MythBuster: 100 minus age = equity
Asset allocation is more than a formula
A simple plan for financial independence
Examining personal finance through the lens of economics yields a nifty road map for accumulating wealth
Election 2019: Promises will increase prices
Making borrowing easier without stimulating supply will push prices higher, and could make it harder to afford homes
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
Quant Concepts: Top Canadian ESG dividend stocks
Investors need not choose between their ethical beliefs and their investment objectives, says CPMS’s Emily Halverson-Duncan
October 14
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Three undervalued Canadian stocks
These stocks are trading at considerable discounts to our fair value estimates
Election 2019: Promises will increase prices
Making borrowing easier without stimulating supply will push prices higher, and could make it harder to afford homes
Four safety stocks to steady your portfolio
These names are undervalued, have durable businesses and ample unrealized upside potential, ideal in uncertain times
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
Betting on Canadian banks
Growth may be slowing, but steady results have Morningstar’s Eric Compton seeing some undervalued stocks
An emergency fund for retirement? Yes
Judith Ward from T. Rowe Price discusses cash cushions for pre-retirees and retirees
Money MythBuster: Dollar cost averaging is good
Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible
Cannabis faces significant ESG risks
The industry would be wise to adopt sustainable practices from the beginning
October 7
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Where’s the recession?
RBC’s Eric Lascelles helps us make sense of the mixed signals in the market today
Four safety stocks to steady your portfolio
These names are undervalued, have durable businesses and ample unrealized upside potential, ideal in uncertain times
Betting on Canadian banks
Growth may be slowing, but steady results have Morningstar’s Eric Compton seeing some undervalued stocks
Manager focused on downside & upside in market uncertainty
A long list of fragilities in U.S. equities persist but Mawer’s Colin Wong remains cautiously optimistic
What to do with $60 million?
With the descendants of an Indian royal coming into a cool $57.5 million last week, we wondered – what’s the best thing to do when coming into money?
Alibaba’s just getting started
A strong network effect makes for a wide moat for this 4-star stock
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
Time to buy gold?
Gold’s been growing amidst the economic uncertainty – why, and should investors get in? We ask Hans Albrecht at Horizons ETFs
Should millennials invest or deal with their debt?
Debt may be a necessary evil, but it can also be a strategic wealth-builder
September 30
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Canada’s flawed financial advice industry
Commissions and conflicting interests persist – when are we going to get the value we deserve?
If a recession hits, we’ll need a new ‘Plan B’
It will be different this time, and the usual tools won’t work as well
Should millennials invest or deal with their debt?
Debt may be a necessary evil, but it can also be a strategic wealth-builder
Five reasons to buy Amazon
Add up the sum-of-the-parts and you’ll find a trillion-dollar business case
One simple trick that will help you invest better
Here’s how you can use the laws of psychological distance to your advantage
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
Not a time to be drastic: manager
Mixed market sentiment and inestimable issues have Scotiabank’s Judith Chan sticking with enduring fundamental quality
Is the DSC fee ban dead?
A type of commission on mutual fund sales was set to be banned, but the Ontario government threw a wrench in the works – will something else emerge in the interest of investors?
Money MythBuster: Dollar cost averaging is good
Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible
September 23
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Is Canada ready for climate change?
Canada is a commodity heavy economy – how can we thrive in a low carbon future?
5 sustainable funds for outperformance
These funds have the highest Morningstar Sustainability Rating, as well as the highest Morningstar Quantitative Rating of ‘Gold’
Not a time to be drastic: manager
Mixed market sentiment and inestimable issues have Scotiabank’s Judith Chan sticking with enduring fundamental quality
Is cannabis ESG positive or negative?
We examine whether the new industry is an alternative to opioids, or a sin stock
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
One simple trick that will help you invest better
Here’s how you can use the laws of psychological distance to your advantage
EMs and ESG: Mutually exclusive?
Investing in emerging markets and then using investor status to engage companies to improve ESG performance can be a direct and effective way to create impact
Four retirement-planning blind spots
Anticipate extra costs and portfolio shocks before pulling the ripcord on retirement
September 16
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Do you have enough to retire?
For soon-to-be retirees, it’s crucial to conduct an ultra-customized assessment of retirement-savings adequacy
What the Saudi attack means for Canadian oil
Canadian energy stocks soar, and the Canadian Crude Index is up 10%, but pipelines are a key obstacle
Enrich your portfolio with these four global oil stocks
These are well-run diversified businesses that boast strong balance sheets, undeniable growth prospects and are trading at discounts to our fair value estimates
How to save twice your salary by age 35
We walk through exactly what’s required to hit this savings benchmark (hint: it’s not sorcery)
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
Global risks for Canadian investors
Franklin Templeton’s Mike Greenberg has his eye on a few indicators that could infect our open economy
Money MythBuster: Dollar cost averaging is good
Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible
Canadian investors get a ‘Below Average’ fee experience
Morningstar’s sixth Global Investor Experience Study on fees and expenses sees Canada rise from dead last
Investing basics: how do you measure investment success?
Investors often review performance against a designated benchmark, but this can result in a biased comparison – so how should you determine investment success?
September 09
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
What happens if everyone indexes?
Morningstar’s Alex Bryan discusses some possible consequences
It’s time to let go of these stocks
These 15 wide- and narrow-moat names are significantly overvalued by our measures
16 high-quality companies with exceptional leadership
There’s a reason these wide-moat firms all trade in the 4- and 5-star range
Investing in your 40s
Even if you’re on the road to retirement, it’s time for a savings and risk reality check
Corporate bonds will continue to climb: Manager
A comeback for Canadian corporate debt and sustainable selections see Patrick O’Toole’s corporate bond fund at CIBC top nine percent returns so far this year
The active-passive portfolio
It’s important to evaluate different strategies in terms of a continuum, not conflict
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
5 stocks you can hold forever
In times of uncertainty, it’s best to look for stocks that will deliver for the long-term
Battle of the bandwidths
Freedom Mobile is gaining ground and the Big 3 are beginning to shake in their boots – is it time to buy?
September 02
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
Invest in transportation disruption
New vehicle technologies and industries are coming faster than you think, and investors will want to get ahead of the major social and economic changes that follow
Canada’s unreliable risk ratings
A downward shift in fund risk ratings now that the market crash of ’08 is out of the picture demonstrates the limitations of the CSA system, says Morningstar’s Paul Kaplan
Canadian funds maneuver tax changes – for now
$5.3b in funds evolving for efficiency at Horizons ETFs, and other corporate class funds, put the Federal Budget move back in the government’s court ahead of the election
20 common investing mistakes
Be sure you set a plan and don’t let emotions steer you off course
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
5 stocks you can hold forever
In times of uncertainty, it’s best to look for stocks that will deliver for the long-term
Are low-risk funds really low risk?
Funds are lowering their risk levels now that the 2008 financial crisis is out of the picture – can investors still rely on a 10-year standard deviation? We ask Mark Noble at Horizons ETFs
Is hiring an advisor ‘worth it’?
A key consideration: How many parts of your financial life can the advisor impact for the better?
August 26
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
5 stocks you can hold forever
In times of uncertainty, it’s best to look for stocks that will deliver for the long-term
Canada’s supercharged investment opportunities
We found out where the $950 million ‘supercluster’ money from the Canadian government is going – and one way you also can invest today
Are we headed for a recession?
Morningstar Investment Management’s Dan Kemp talks inverted bond yield curves and whether a recession is on the cards
Canadian financial advice: good intentions, bad results
Advisors typically invest personally as they advise their clients – trade frequently, chase returns, prefer expensive, actively managed funds, and underdiversify
20 common investing mistakes
Be sure you set a plan and don’t let emotions steer you off course
Four fast-food stocks with an appetite for growth
Most of these companies have grown revenue and profits in the face of unrelenting stock market volatility and economic uncertainty
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
August 19
Canada’s top 20 dividend stocks
In the second quarter of 2019, they broke all-time S&P/TSX 60 records
This dividend fund manager avoids dividend traps
Avoiding companies that cater to investors with a thirst for dividends, Dynamic’s David Fingold looks for dividend growth, and often finds the first dividend payment
Is your ESG fund actually ESG?
Why investors in this new field need to look under the hood
Four utility stocks to defend against yield inversion
The sector remains relatively immune from economic shocks, has recession-resistant products and pays healthy dividends – but the stocks are expensive
Investing in your 50s
An investing roadmap is paramount in your peak earnings years – here are a few essential stops on the way to meeting your retirement goals
11 big things: The strange world of WeWork
Last week brought two major IPO filings, the stunning fall of a former unicorn, a game-changing streaming media deal, and a few revealing details of the most valuable VC-backed company in the US about to go public
Investors moving out of Canada?
A new survey from Horizons ETFs found investors and advisors are looking elsewhere for opportunity, namely in U.S. equities and gold – we sat down with Mark Noble to learn why
10 cheap stocks with healthy dividends
These stocks will likely continue to deliver consistent dividends over the next 10+ years
A down-market survival guide for retirees
These six steps can help you take back control in uncertain times
What a weak loonie means for Canadian investors
Currency movements are highly volatile and hard to predict – so individual investors should stay away from taking direct currency bets
August 12
What a weak loonie means for Canadian investors
Currency movements are highly volatile and hard to predict – so individual investors should stay away from taking direct currency bets
4 Canadian stocks to sell
These names are among the most expensive we cover – might be time to exit
Dividends are like marriage, buybacks are like dating
With Canadian stock buybacks at an all time high, author Ian de Verteuil explains the motives and mixed signals behind the newfound “love affair”
Buffett a long-term value play as recession fears bite
With nearly US$100 billion that could be committed to investments, acquisitions and share repurchases, Berkshire is also a strategic bear-case bet
3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own
Three high-yield stocks to bet on
With possible rate cuts, and lowering yields, investors may find more comfort in dividend-paying stocks as a better alternative to bonds
Money MythBuster: You NEED to invest in gold
Factors determining a successful investment in gold are extremely difficult – if not impossible for retail investors – to predict
Four chip stocks wired to ride long-term tailwinds
The trade war’s taken a toll on the tech sector, but there’s still a long runway of growth for the semiconductor industry, and these chipmakers are programmed to take off
China in doldrums amidst trade war
An update on what’s happening within China amidst the ongoing trade war and what’s at stake ahead of tariffs set to surge in September
August 05
3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own
Is there a good time to buy or sell actively managed funds?
Why staying invested is the name of the game
No “retail apocalypse” in Canada right now
However, Hudson’s Bay presents a canary in the coalmine, says DBRS’ Stephanie Hughes
This manager thinks like an owner
EdgePoint’s Frank Mullen diversifies his business ideas and seeks out local champions
Can investors still trust risk ratings?
The painful memories of 2008 are no longer reflected in 10-year returns – a potentially dangerous omission when assessing fund risk and suitability
Money MythBuster: You NEED to invest in gold
Factors determining a successful investment in gold are extremely difficult – if not impossible for retail investors – to predict
Damages of the short-term mindset
“Short-termism” refers to corporations focusing on short-term results to boost share prices in response to pressure from financial players, often at the expense of long-term interests
Three high-yield stocks to bet on
With possible rate cuts, and lowering yields, investors may find more comfort in dividend-paying stocks as a better alternative to bonds
Three food-delivery apps set to serve some growth
Greater internet penetration, higher standards of living in developing countries and an increase in mobile usage are cooking up a lucrative dine-at-home culture
July 29
Canada’s top stock pick for the first half of 2019
It’s the top star-rated performer of the year so far, but we feel that it’s trading at twice the price it should be. Is it still worth buying?
3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own
4 superior foreign stocks to buy
These undervalued wide- and narrow-moat names were recently added to the Morningstar Global ex-US Moat Focus Index
3 high-yield stocks to bet on
With possible rate cuts, and lowering yields, investors may find more comfort in dividend-paying stocks as an alternative to bonds
Is there a good time to buy or sell actively managed funds?
Why staying invested is the name of the game
Make the most of your fixed income
With international economic uncertainty, many investors are looking to set course for fixed income – but there are still decisions to make on where and how to invest
Fed cuts interest rates for first time in a decade
The U.S. Federal Reserve has cut rates for the first time in more than 10 years. Will the Bank of Canada follow suit?
Investing in your 80s and beyond
How to plan, prepare and find the right people you can trust to ensure a comfortable retirement
Money MythBuster: You NEED to invest in gold
Factors determining a successful investment in gold are extremely difficult – if not impossible for retail investors – to predict
July 22
3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own
Are these 9 stocks with fair value hikes worth buying?
These stocks all experienced significant fair-value increases in June–and one enjoyed a moat boost, too
13 stocks you think you should sell, but shouldn’t
These stocks carry sky-high price/earnings ratios, but we think they’re actually undervalued
Four U.S. bank stocks in good shape to grow
These financial institutions passed the latest Fed stress test, and even after topping profit expectations, most are still trading below their fair value
This manager sticks with the winners
With an average holding period of 13 years, Jeff Hyrich’s fund at Invesco proves that patience pays off
No long-term impact of FDA crack down on Curaleaf’s CBD marketing
Morningstar analyst Kristoffer Inton believes that the shares remain undervalued
How to set your savings rate
Savings rate rules of thumb are better than nothing, but smart investors customize their own savings targets
Is weed a responsible investment?
Do the medical applications of cannabis make it an ESG-positive investment? Or do the recreational applications make it a vice, and therefore ESG-negative?
Investors should focus on fees right now
In an uncertain, late-stage economy that’s also seeing bond yields fall with interest rates, BMO thinks a fee-focused ETF approach to bonds is your best bet
July 15
What did investors read about last week? Stocks! 13 stocks you shouldn’t sell, the top Canadian dividend stocks, and four railroad stocks were the most read articles last week
13 stocks you think you should sell, but shouldn’t
These stocks carry sky-high price/earnings ratios, but we think they’re actually undervalued
3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own
Four railroad stocks steaming ahead
Investors may want to hitch a ride with these wide moat companies once a pullback creates attractive entry points and as profitability picks up
How to calculate your net worth
Three steps to finding your current net worth and the ideal starting point for big-picture financial planning
Money MythBuster: High risk equals high returns
Only when your portfolio is efficient can you unlock the potential for higher returns with more risk – and why low risk stocks might be the right route to take
10 tips for more effective ETF investing
We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting
Our top cannabis stock picks
We see these three companies as undervalued and best positioned to capture opportunities in a growing market
4 ways to create a hands-off portfolio in retirement
Morningstar’s director of personal finance Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities
This manager finds both moats and bargains
Fidelity’s Jed Weiss seeks EAFE companies with structural growth prospects, high barriers to entry and attractive valuations
Should millennials invest in what they use?
Millennials are avid consumers of some of today’s hottest stocks, so it might make sense for them to take part in the profit – but are they safe bets?
July 8
What did investors read about last week? Top dividend stocks, new cannabis coverage and ways to create a portfolio that’s ‘hands-off’ in retirement
3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own
Four cannabis stocks with room to grow
Significant investments, improved distribution and refined marketing strategies mean these cannabis stocks are only just starting to sprout
Canadian cannabis update
After tremendous growth fueled by nationwide legalization, Morningstar analyst Kristoffer Inton estimates that national sales will grow annually by 20% – here’s why
Our top cannabis stock picks
We see these three companies as undervalued and best positioned to capture opportunities in a growing market
Is weed a responsible investment?
Do the medical applications of cannabis make it an ESG-positive investment? Or do the recreational applications make it a vice, and therefore ESG-negative?
4 ways to create a hands-off portfolio in retirement
Morningstar’s director of personal finance Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities
Money MythBuster: Popular stocks are always ‘Buys’
Companies which tend to have low P/E, low price-to-book are unloved, and typically trade at lower prices and so over time produce higher returns
10 tips for more effective ETF investing
We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting
Morningstar’s new cannabis coverage
Introducing equity analyst Kristoffer Inton, his new coverage of the exciting cannabis market and where he’s seeing opportunities and risks
Careful, not conservative
TD’s Brian Berghuis emphasizes meeting management teams and assessing business models for durable growth that will sustain business cycles
July 1
3 Canadian dividend stocks, 10 tips for more effective ETF investing, and four ways to create a hands-off portfolio in retirement, were the most popular articles last week.
3 Canadian dividend stocks
Manager of Leith Wheeler Canadian Dividend Series F, which has a Morningstar Quantitative Rating of Gold, picks the top stocks for dividend investors to own
10 tips for more effective ETF investing
We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting
4 ways to create a hands-off portfolio in retirement
Morningstar’s director of personal finance Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities
Money MythBuster: Popular stocks are always ‘Buys’
Companies which tend to have low P/E, low price-to-book are unloved, and typically trade at lower prices and so over time produce higher returns
7 cheap U.S. stocks for risk-takers
Investors willing to take a daring bet today ought to consider these underpriced names
Three stocks to bet on the esports craze
The global esports industry is projected to hit US$1.1 billion by the end of the year, and these stocks are trading at discounts to our fair value estimates
This manager finds quality in Québec
National Bank’s Marc Lecavalier has beautifully outperformed by investing in La Belle Province
Meet the Buffett antithesis
Fidelity’s Mark Schmehl doesn’t do value investing, or any other styles for that matter – here’s why he’s better off
Money MythBuster: Dollar cost averaging is good
Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible
This manager hunts the hunters
Mawer’s Jeff Mo seeks small companies with growth by acquisition strategies for his five-star Canadian fund
June 24
The Buffett antithesis, why dollar cost averaging is bad, and 10 tips for more effective ETF investing, were the most popular articles last week.
Meet the Buffett antithesis
Fidelity’s Mark Schmehl doesn’t do value investing, or any other styles for that matter – here’s why he’s better off
Money MythBuster: Dollar cost averaging is good
Since you cannot predict what the market will do, the best strategy is to fully invest your money as soon as it available so you can keep your money invested for as long as possible
10 tips for more effective ETF investing
We know investors are always hungry for investing tips, including information about exchange-traded funds, so these 10 timeless tips are worth revisiting
7 cheap U.S. stocks for risk-takers
Investors willing to take a daring bet today ought to consider these underpriced names
Three healthcare stocks on deep discount
These stocks are each trading at over a 30% discount to our fair value estimates
This manager finds quality in Québec
National Bank’s Marc Lecavalier has beautifully outperformed by investing in La Belle Province
4 ways to create a hands-off portfolio in retirement
Morningstar’s director of personal finance Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities
7 U.S. stocks to avoid
We suggest that investors avoid richly priced, high-uncertainty names, says Morningstar.com’s director of content, Susan Dziubinski
Three sportswear stocks set to score
Global activewear is projected to grow at an annual rate of 6.5% from 2018-2024, and these companies are likely to benefit
June 17
Three healthcare stocks on deep discounts, 7 U.S. stocks to avoid, and a profile of Mawer’s Jeff Mo, were the most popular articles last week.
Three healthcare stocks on deep discount
These stocks are each trading at over a 30% discount to our fair value estimates
7 U.S. stocks to avoid
We suggest that investors avoid richly priced, high-uncertainty names, says Morningstar.com’s director of content, Susan Dziubinski
This manager hunts the hunters
Mawer’s Jeff Mo seeks small companies with growth by acquisition strategies for his five-star Canadian fund
The best ETFs to hold in a retirement portfolio
Morningstar helps you build a portfolio using global, U.S., international, and international equity exchange-traded funds, and a balanced ETF option
The best performing mutual funds of 2018
Of over 1,000 medalist mutual funds that had positive returns, most of the top performers are U.S. focused
Top performing mutual funds of Q1
Three marijuana funds had returns over 30%, while one global equity and one U.S. equity fund made the top 5
Diversification means investing overseas too
Many arguments for investing with a home bias no longer hold water, argues Morningstar director of global ETF research Ben Johnson
Four cheap Canadian energy stocks
These leading Canadian energy stocks have made substantial gains so far this year but are still trading below their fair value
Should you pick funds that practice discounted cash flow analysis?
The pursuit of quality, higher future cash flows, and stable growth
Canada’s top stock pick for the first half of 2019, 3 Canadian dividend stocks, and 4 superior foreign stocks to buy