Skip to main content

Weekly Update for the week ending April 11, 2025

The sell-off at the start of the week wiped out the past 12 months of gains, with stocks edging closer to bear market territory. Since the previous Thursday, US markets saw their steepest three-day decline since 1987 – and before that, not since World War II. Meanwhile, Canada’s TSX Composite Index (TSX) experienced its sharpest drop since the early days of the COVID-19 pandemic. This time, though, the damage was self-inflicted—and, frankly, far from fun. ☹

Weekly Update for the week ending January 24, 2025

Dividend Fallacy
When a friend told me they were choosing stocks based on dividend yields, it got me thinking—how many of us have fallen into this same trap? High dividend yields can feel like a golden ticket, but are they always as good as they seem? Let’s look at two common pitfalls: the “dividend fallacy” and the “dividend trap.”

Weekly Update for the week ending January 17, 2025

With the start of another earnings season, I thought it’d be a great time to talk about earnings reports. These reports can seem a bit intimidating, but they’re one of the most important tools for assessing how a company is performing.

Understanding Earnings Reports: What New Investors Should Know

Earnings reports are like a company’s report card, showing how well they’ve performed over a specific period – usually a quarter or a year. They provide key details like revenue, profits, expenses, and earnings per share (EPS), helping investors gauge how a business is doing. For example, steadily growing revenue signals a thriving business, while shrinking profits may raise concerns. Earnings reports also offer management insights about the industry and plans for the future, giving a clearer picture of what’s ahead.

Weekly Update for the week ending November 29, 2024

How Global Events Affect Your Portfolio: A Beginner’s Guide

If you are new to investing, you might assume your portfolio – especially if it is packed with Canadian or American stocks—is safely tucked away from global drama. But the truth is, events like geopolitical tensions or economic slowdowns often send ripples through the markets, and your investments can feel the effects. Let us take a look into how these international factors influence your portfolio and how you can navigate them.