There is a tendency for investors (and advisors) to favour happy companies and stay far away from the unhappy ones, regardless of valuation in both situations.
Sifting Through Bias to Find Value
2024-03-06, Amit Shah
As investors, we must be attuned to nuanced qualitative and quantitative signals in financial markets and the overall economy.
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What Do You Know About Longevity Risk?
2024-02-28, Jason Reed
A survey conducted by the Canadian Institute of Actuaries (CIA) reveals that Canadians underestimate their life expectancy by almost four years
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Think Small
2024-02-14, Derek Nichol
While small cap stocks have traded at a premium relative to large cap stocks for most of the last two decades, the last three years have bucked this trend.
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Canadian Market Expectations are High
2024-01-31, Darren Dansereau
Companies in the TSX Composite Index are reporting earnings for the fourth quarter (Q4) of 2023. If looking only at the strength we have seen in equity markets, it would be easy to assume that everything is on track for a strong finish to the 2023 earnings year. However, analysts have forecasted that Q4 2023 earnings will be down 1.1% from the same period in 2022.
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Optimizing Tax Efficiency
2024-01-24, Vanessa McNabb
Canadians have more choices than ever to grow their investments in a tax-efficient manner through registered investment vehicles such as RRSP, RESP, RDSP, TFSA, and the more recent FHSA. Unfortunately, for most Canadians, maximizing all options is just not a realistic expectation.