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| A golden year for Sentry resource fund
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SHIRLEY WON
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Monday, September 06, 2010
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swon@globeandmail.comWhat are we looking for?Leaders and laggards among natural resource equity funds in 2010.The searchWe screened natural resource equity funds for the best and worst eight performers this year until Aug. 27. U.S. dollar, segregated, pooled and duplicate versions of the funds were excluded.
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| It's a big world - you should own a piece of it
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ROB CARRICK
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Saturday, September 04, 2010
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rcarrick@globeandmail.comIt's back to business for global equity funds in 2010, which is to say they're losing money again.Mackenzie Cundill Value C, the largest fund in the category, lost 4 per cent for the year to Sept. 1. Mackenzie Ivy Foreign Equity, as conservative as they come, was down 1.9 per cent. Templeton Growth, one of oldest funds in the business, was down 6.7 per cent.
FULL STORY
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| The end of the 'equity cult'
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David Parkinson
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Saturday, September 04, 2010
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dparkinson@globeandmail.comThe disconnect between bond yields and stock prices this summer has caused more than a bit of head-scratching. Conventional wisdom says the two should move hand-in-hand, yet bond yields have tumbled while equity prices have drifted sideways.
FULL STORY
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| Running with the crowd - again
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JOHN HEINZL
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Tuesday, August 31, 2010
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jheinzl@globeandmail.comInvestors are reminded all the time that past performance is not indicative of future returns. But it's a lesson that apparently hasn't sunk in yet, much to the detriment of investors who are shunning stocks and piling into bonds.
FULL STORY
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| Huddling for safety comes with a price
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ROB CARRICK
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Saturday, August 28, 2010
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There has never been a worse time to own balanced funds, and yet nothing is more popular in the mutual fund world right now.Oh, those thickheaded investors? No way. Balanced funds make sense for nervous types, even if they too often demonstrate the fund industry at its most exploitative.
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| One step at a time
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Andrew Bell
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Friday, August 27, 2010
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Bargain shopping on a whim can be hazardous. Remember the time you bought those tie-dyed green pants just before it started to rain? David Taylor has been keeping investors in the $1.7-billion Dynamic Value Fund of Canada dry and warm. As of June 30, he had carefully sniffed out enough quality, cheap stocks to post a five-year average annual return of 8.8%, versus 1.3% for the fund's rivals. Taylor told Andrew Bell how he saves a buck or two.
FULL STORY
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| Value fund stacked with resource stocks
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SHIRLEY WON
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Friday, August 27, 2010
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swon@globeandmail.comWhat are we looking for?What the pros are buying.This is our last look this week at stocks on money managers' radar screens. Today, we look at the top 10 equity holdings in Dynamic Value Fund of Canada (dynamic.ca).
FULL STORY
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| Gold plays dominate Caldwell's top picks
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SHIRLEY WON
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Thursday, August 26, 2010
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swon@globeandmail.comWhat are we looking for?What the pros are buying.Checking the stocks they buy can be a source of tips for further research, or a way of gaining some insight into an investment fund. Today, we will look at the top 10 equity holdings in the Caldwell Meisels Canada Fund at caldwellinvestment.com.
FULL STORY
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| Time to take advantage of gloomy U.S. markets
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LARRY SARBIT
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Wednesday, August 25, 2010
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Larry Sarbit is CEO and chef investment officer for Sarbit Advisory Services and sub-adviser to (A Clarington on the IA Clarington Sarbit U.S. Equity Fund. *******''Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.''
FULL STORY
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| Dillingham touts stability of real estate picks
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SHIRLEY WON
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Wednesday, August 25, 2010
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swon@globeandmail.comWhat are we looking for?Ideas from the pros.It's worth checking out the top holdings of money managers to get stock tips or more insight into their mutual funds. Today, we look at CIBC Canadian Real Estate Fund at cibc.ca.
FULL STORY
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| Manulife puts its stamp on AIC funds
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TIM KILADZE
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Tuesday, August 24, 2010
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One year after Manulife Financial Corp. announced it was buying AIC Ltd.'s mutual fund division, the Canadian life insurer is officially breaking all ties with the AIC name in a rebranding of its funds.
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| Sentry on lookout for cash-flow kings
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SHIRLEY WON
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Tuesday, August 24, 2010
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swon@globeandmail.comWhat are we looking for?What the pros are buying.Every few months, we look at what mutual fund managers are snapping up. It's a way to get stock tips, or do research on a particular fund. Today, we look at top 10 holdings of Sentry Growth and Income Fund at sentry.ca.
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| On balance, a decade of contrasts
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SHIRLEY WON
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Monday, August 23, 2010
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swon@globeandmail.comWhat are we looking for?The leaders and laggards over a decade among no-load Canadian balanced funds sold by the six big banks.The searchWe screened for the best and worst eight funds from the Canadian balanced, Canadian neutral balanced and Canadian fixed-income balanced categories for 10 years ended July 31. These categories vary from funds holding more than 60 per cent in equities versus bonds to less than 40 per cent in equities versus bonds. U.S. dollar, segregated, pooled, fund of funds and duplicate versions of these funds were left out.
FULL STORY
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| How to reduce the risk of bad stock choices
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ROB CARRICK
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Saturday, August 21, 2010
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rcarrick@globeandmail.comChoosing from among the three Canadian-market dividend ETFs traded on the Toronto Stock Exchange is faster, easier and safer than picking individual dividend stocks.But don't get the idea that any dividend-focused, exchange-traded fund will do. Each of the three choices has unique characteristics that make them good for some portfolios and not so good for others. Ready to dig down into the three to find out which is right for you?
FULL STORY
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| Reasons to keep your adviser on speed-dial
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ROB CARRICK
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Friday, August 20, 2010
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rcarrick@globeandmail.comWhat we're looking atAll week, we've been focusing on high-achieving funds that have delivered consistently good returns. And now for something completely different. Here, we've gathered a collection of funds with consistently disappointing results.
FULL STORY
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| Gone fishing ... for top performing bond funds
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ROB CARRICK
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Wednesday, August 18, 2010
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rcarrick@globeandmail.comWhat we're looking atAn all-star team of Canadian bond funds, which have been a popular choice for investors during the recent financial market ups and downs.
FULL STORY
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| The cream of money market funds
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ROB CARRICK
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Tuesday, August 17, 2010
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rcarrick@globeandmail.comWhat we're looking atAlthough they pay next to nothing these days as a result of low interest rates, money market funds remain a popular parking spot for cash. Here, we zero in on money market funds with high upfront investment requirements. What's so special about these funds? Extra low fees, and higher than average returns.
FULL STORY
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| Ranking the stock funds of the Big Six banks
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SHIRLEY WON
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Monday, August 16, 2010
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swon@globeandmail.comWhat are we looking for?The leaders and laggards over a decade among Canadian stock funds sold by the Big Six banks.The searchWe screened for the best and worst eight funds in the Canadian equity, Canadian focused equity and Canadian dividend and income categories for the 10 years ended July 31. U.S. dollar, segregated, pooled, fund of funds and duplicate versions were excluded.
FULL STORY
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| How to control the type and timing of your tax bill
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TIM CESTNICK
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Friday, August 13, 2010
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Tim Cestnick is president and CEO of WaterStreet Family Wealth Counsel and author of 101 Tax Secrets for Canadians.tcestnick@waterstreet.ca This week, I was sitting on a park bench down by the waterfront in Oakville, Ont. Three elderly gentleman were at a picnic table close by and, though I couldn't make out everything they were saying, it sounded like a story I'd heard before. I'll call them Larry, Curly and Moe. I think it went something like this:
FULL STORY
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| Fund has potential for greenback bears
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SKOT KORTJE
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Thursday, August 12, 2010
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Skot Kortje has been analyzing stock market trends for 15-years using trend analysis. For more go to Stocktrends.caThe Stock: PowerShares DB U.S. Dollar Index Bearish Fund ETF (UDN-NYSE)
FULL STORY
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| Yield-saving ideas for taxable accounts
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DAN HALLETT
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Tuesday, August 10, 2010
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Dan Hallett, CFA, CFP is Director, Asset Management for Oakville, Ont.-based HighView Financial Group and contributor to www.thewealthsteward.comThe convention wisdom, if you are a Canadian investor, has it that you are far better off keeping your interest-generating investments in a registered retirement savings plan, retirement income fund or a tax free savings account to boost after-tax returns.
FULL STORY
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| Saxon scores as a top Canadian fund performer
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SHIRLEY WON
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Monday, August 09, 2010
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swon@globeandmail.comWhat are we looking for?The 15 top performers among pure Canadian stock mutual funds over the past decade.The searchWe screened funds in the Canadian equity category, which must invest 90 per cent of the stock holdings in larger-cap Canadian companies. (They differ from the Canadian focused-equity category, which can invest up to 50 per cent in foreign stocks.) U.S.-dollar, segregated, pooled and duplicate versions of the fund were excluded.
FULL STORY
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| How to play commodities (and not get trampled)
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DAVID MILSTEAD
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Saturday, August 07, 2010
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With headlines about wheat hitting two-year highs and gold on yet another winning streak, investors may be wondering whether commodities should play a larger role in their portfolio, and how best to achieve it.
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