March 13, 2025 11:30 am eastern

Markets are down this morning (S&P 500 down 0.7%, Toronto down 0.2%).
With Shopify down 5% to just under $132 I bought back a few shares that I had sold in January at $180. I'm not backing up the truck on anything but do want to very slowly deplo...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 12, 2025

On Wednesday, the S&P 500 closed up 0.5% and Toronto was up 0.7% as oil prices has risen modestly.
Shopify bounced up 3.6%. Overall compared to recent days it was a relatively quiet day in the markets.
 
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 12, 2025 noon eastern time

The big news today was the Bank of Canada cutting its overnight target rate by 0.25% to 2.75% (which was not a great surprise). This was in response to expected economic uncertainty and lower business investment caused by the tariff war.
Today's new ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 11, 2025

Tuesday was another day of the market reacting to changes in the tariff news.
The S&P 500 was down noticeably most of the day and then recovered to a small gain in the afternoon before closing down 0.7% while Toronto ended the day down 0.5%.
Tran...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 10, 2025

Markets were decidedly weak on Monday as the S&P 500 fell 2.7% and Toronto fell 1.5%. The Nasdaq was down 4.0%.
Almost all the stocks on our list were down including Starbucks down 5.0% and Shopify down 6.9%.
Among the few stocks that went up wer...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Costco Updated March 10, 2025

Costco is updated and rated Weak Sell / Hold. It's valuation is just too rich in my view. I could call it a Sell just as easily but it has so much market support that I went with Weak Sell / Hold. It is a very powerful company. I'd like to buy it at ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 10, 2025 10 am eastern

Markets are down this morning with the S&P 500 down 1.65% and Toronto down 1.1%.
At the moment it seems likely that a negative tone to markets will continue but of course things can change at any time.
Canadian Tire has been doing surprisingly we...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 9, 2025

Friday's markets ended the day with the S&P 500 up 0.55% and Toronto up 0.7%.
Costco was down 6.1%. The problem for Costco as an investment is the very rich valuation. It will be my next update. I will  likely conclude it's too expensive for my t...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Linamar updated and a look back at the stock’s history March 8, 2025

Linamar is updated and rated Buy at $51.17. (That was a price from Thursday and it closed Friday at $53.25).
Looking back, I first added Linamar to our list on November 27, 2026 at $51.09 and rated it a Strong Buy.
Over eight years later the stock ha...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 7, 2025 10:10 am eastern

Markets are currently moderately positive.
Costco is down 4.7%. Same-store sales growth at 9% was good. Presumably it was comments about the outlook and consumer behavior that has pushed the price down as well mas the fact that it has been so richly ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 6, 2025

Note that I made some comments about the Melcor REIT this morning. That comment may not have uploaded this morning but is now uploaded.
On Thursday, the S&P500 was down 1.8% and Toronto was down 1.15%.
It seems Trump took notice and backed off on...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 6, 2025 11 am eastern

This morning (at the moment) the S&P 500 is down 0.6% and Toronto is down 0.3%.
West Texas oil is just under $66.
lululemon is up 3.7%. I was at West Edmonton Mall just before noon on Monday. lululemon was about the only store I saw that was reas...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 5, 2025

On Wednesday, the S&P 500 was up 1.1%. (I'm not sure that's a good thing since it could mean that Trump will see that his tariffs have not caused the market to fall much.)
Toronto was up 1.2%.
I'd expect continued volatility as hopes for an early...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 5, 2025 11:10 am eastern

The S&P 500 is little changed at the moment. Toronto is up 0.3% on (wishful?) hopes that meetings today will result in some softening of the tariffs.
I watched Trump's speech last night and it was mostly self-congratulatory about what he has alre...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 4, 2025

Markets were volatile on Tuesday due to the tariff war.
The S&P 500 initially fell but in the afternoon was briefly in positive territory (possible due to some indication that the tariffs might be reduced) band ended the day with the S&P 500 ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Understanding Canada’s Exports and Imports by product and service and by country

What products does Canada Import and Export? Which countries, other than the United States, are important trading partners of Canada? What products is Canada a net exporter of and what is it a net importer of? The sometimes surprising answers are provided below in a brief and graphical format.

What does Canada Export?

As a country, Canada imports goods and services that amount to $1,029 billion per year or about 33% of GDP. That would not be sustainable unless exports were at a roughly similar level, which, luckily, they are. Exports in 2024 were $999 billion or about 32% of GDP. Total In a sense it can be said that every country that imports things needs to export something to pay for those imports – unless the country collectively is to run down its savings or run up its debts to pay for imports.

Here is a breakdown of Canada’s exports by category:

Data Source: Statistics Canada

Exports and imports of goods and services quarterly (choose current dollars, not chained 2017)

Canada’s largest category of exports by far is energy products at $183 billion or 18% of the total – crude oil is the great majority of this followed by natural gas then refined petroleum products and coal and a minor amount of electricity and nuclear fuel. Commercial services which includes management services, financial services and information services is the second largest category at $125 billion or 12.5% of the total. Metal and non-metallic mineral products is the third biggest export category at $112 billion or 11%. Consumer goods, perhaps surprisingly, is fourth largest at $97 billion or 10% of the total. Motor vehicles have declined to the fifth largest export segment at $93 billion or 9% of total exports.

Canada has a reputation for exporting relatively unprocessed natural resources. That is certainly true in regards to oil and metal and mineral ores. But most of Canada’s exports are not raw materials. For example, under forestry products, raw logs represent only 1% of that category.

To Which Countries Does Canada Export to (Excludes Services)?

The answer to that question is alarming especially in light of the current tariff war:

 

Data Source, Statistics Canada

International merchandise trade for all countries and by principal trading partners, quarterly seasonally adjusted (multiply by four to annualise).
http://www.statcan.gc.ca/tables-tableaux/sum-som/l01/cst01/gblec02a-eng.htm (monthly)

Note that our data source does not include services in the exports-by-country data.

The United States accounted for the great majority of Canadian goods (merchandise) exports at $604 billion or a staggering 75% of the total. (Our figures are based on Q4 seasonally adjusted and annualized.)  The European Union collectively is the second largest export destination at $39 billion or 5% of the total. The U.K. and China at about $32 billion each represent about 4% of the total. Mexico, despite its proximity imports only about $9 billion annually of goods from Canada or 1% of Canada’s total exports.

Things may be changing and China is an important  “customer” country for Canada. But the fact is, for now, when it comes to Canadian exports, the United States remains our number one export destination by far. Mexico, despite its proximity accounts for only $9 billion annually or 1.2%. Canada’s exports to all but a tiny handful of countries are almost insignificant. Treating the European Union collectively, you can literally count all of Canada’s important trading destination countries on the fingers of one hand. The extent of the reliance on exports to the U.S. is sobering and, given their increasing “America-First” rhetoric and policies, alarming.

What Does Canada Import?

Canadian Imports by Category:

In 2023 Canada’s imports of goods and services at $946 billion were about 33% as large as its GDP.

The following chart shows imports by industry segment as a percentage of total goods and services imports.

Data Source: Statistics Canada
https://www150.statcan.gc.ca/t1/tbl1/en/tv.action?pid=1210013401

The data indicates that consumer goods are Canada’s largest import category at $166 billion or 17% of the total. Motor vehicles and parts at $142 billion constituted 14.5% of total goods and services imports. Commercial services constitutes $120 billion or 12% of the total.

Exports and imports of goods and services quarterly (choose current dollars, not chained 2017, and choose imports)

From Which Countries Does Canada Import Goods?

Data Source, Statistics Canada

International merchandise trade for all countries and by principal trading partners, quarterly seasonally adjusted (multiply by four to annualise).

Note that our data source does not include services in the imports-by-country data.

The United States accounts for $499 billion or 62% of Canada’s annual goods imports. The European Union collectively accounts for $73 billion or 9%. China accounts for $62 billion or just 8% of the total.  Mexico accounts for for $31 billion or 4%% and the U.K for $10 billion or  just 1%. The remaining $130 billion or 16% is spread widely around the globe. Most of the other countries in the world are insignificant to Canada in terms of imports. But there may be some countries from which Canada imports more than Mexico and certainly the U.K. This is the way our data source breaks down the countries.

For Which Products and Services is Canada a Net Exporter and For Which a Net Importer?

Energy – largely crude oil – is Canada’s largest NET export (exports minus imports) at $144 billion. And it’s “no contest”. That’s 3.4 times larger than the next highest net export category which is “metal and non-metallic mineral products”  – which includes steel and aluminum products at $45 billion. Oil is “bringing home the bacon” to this country and in a sense provides the dollars to pay for the things that Canada imports. Metal products, farm, fishing and intermediate food as well as forestry also bring home some bacon to this country.

Canada is a net exporter of commodities including notably energy products, metal & mineral products, farm, fishing & intermediate food products, and forestry products.

Canada is a net importer in most manufactured and finished goods categories including consumer goods, motor vehicles & parts, industrial machinery, and electronic & electrical equipment. Given all the support to that industry, it might be a surprise to see that motor vehicles are a large net IMPORT category for Canada.

Canadians don’t actually operate as one giant sort of “team”. But it can be argued or observed from this data that, for the country as a whole, the net exports of energy (oil) in particular and to a lesser extent other commodity products are what pay the bills to allow the country to be very much a net importer of consumer and manufactured goods.

The net contribution or surplus on energy products (mostly oil) is staggeringly large as indicated in the chart just above.

END
Shawn Allen, CFA, CPA, MBA, P.Eng.
President, InvestorsFriend Inc.
Article originally created November 3, 2007, the latest annual update was March 4, 2025.

Send any questions about this article to shawn@investorsfriend.com

 

Which Industries Contribute Most to Canada’s GDP?

Canada's GDP by Industry

Which industries contribute the most to Canada’s economy? In terms of Gross Domestic Product (GDP) what are the percentages from oil and gas, real estate, construction, government services, forestry, farming, financial ser...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

The Canadian Economy at a Glance

I have just finished updating my popular reference article that provides a quick look at Canada's economy.
It includes graphs showing:
Percent contribution to GDP by Industry.
Which countries that Canada exports to. (Unfortunately the U.S. DOMINATES ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 4, 2025 10:15 am eastern time

The negative reaction to Trump's tariffs continues this morning.
The S&P 500 is down 1.4% and Toronto is down 2.0%.
Shopify is down 6.5%.
TFI International is down 5.7%.
Oil prices and oil stocks are down.
I bought a small amount of CNQ this morn...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 3, 2025

Lots of news this Monday.
President Trump ,not long before the close of trading,  said that 25% tariffs on imports from Canada and Mexico will go ahead effective tomorrow. (10% on Oil from Canada.)
On that news the S&P 500 moved lower and ended t...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Visa Inc.’s enormous reach. (March 2, 2025)

Visa's annual report reveals some truly mind-blowing numbers
There are 4.5 billion Visa cards issued. That's more than one for every two people on the planet! -- and that's despite Visa being largely excluded from China and India.
The total of all pa...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

March 1, 2025

Markets rallied Friday afternoon as the S&P 500 rose 1.6% on the day while Toronto was up 1.1%.
On Saturday Trump initiated actions that could add to tariffs on lumber imports and that could see streamlined processes for American lumber producers...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Visa Inc. updated February 28, 2025

The report on Visa is updated. Due to its high valuation with a price earnings ratio of 35, it is rated only Weak Buy /Hold at $358.
It's an absolute powerhouse. Probably a good stock to hold. But I can't get excited about buying at this price.
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 27, 2025

Markets moved lower later in the trading day with the S&P 500 finishing down 1.6% and Toronto finishing down 0.8%.
Restaurant Brands was up 3.0%.
Stantec was down 4.6%, giving back some of its recent strong gains.
I added to my (sadly) small Couc...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 27, 2025 11:30 am eastern

The headline I saw said RBC had beaten on both revenue adn earnings but the stock is down 1.8% - probably due to a more cautious outlook.
After some confusion yesterday, Trump has reiterated that the 25% tariff on Canadian goods will be imposed on Ma...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 26, 2025

On Wednesday, Stantec was up another 6.8%. Over the longer term its been an absolute monster performer. I'll plan to update the report soon.
The timing and level of the U.S. tariffs remains uncertain. It would be nice if Trump stuck with his reciproc...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 26 11:15 am eastern

Markets are pushing higher this morning with the S&P 500 and Toronto each up about 0.6%.
It's often interesting how pre-market headlines can be the opposite of the market reaction. On BNN the crawler indicated that National Bank had beat expectat...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 25, 2025

I don't have much to add to my earlier comment today.
Although the S&P 500 was down 0.5%, most of the stocks on our list were higher today.
Most of the big Canadian companies have now reported Q4 earnings but smaller companies are still reporting...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 25, 2025 11:20 am eastern

Markets are down moderately this morning with the S&P 500 down 0.8% and Toronto down 0.5%.
TFI International is up 3.7% after abandoning its plan to move its corporate registration to the U.S.
Stantec is up a hefty 9.5% after releasing earnings. ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 24, 2025

After the close, TFI International announced that it will not move its "domicile" (corporate registration) to the US after all. This was not really that much of a move since no employees or managers were being moved. But apparently the company got a ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 24, 2025 12:45 eastern time

Markets have edged up slightly this morning.
Grocer Metro Inc. is up 2.9% and has certainly been a strong performer lately.
Restaurant Brands is up 2.9% (Tim Horton's is always its biggest money maker as I recall).
Starbucks is up 1.6% after announci...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 23, 2025

On Friday the S&P 500 was down 1.7% and Toronto was down 1.4%.
I don't find that to be at all shocking or to be a big hit in the context of all the market gains in recent years plus all the uncertainty in the world (Ukraine and tariffs to name ju...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

TFI International updated February 22, 2025

TFI International is updated and rated (lower) Buy at CAN $135 and U.S. $95.
The stock fell sharply on Thursday and Friday after it released weak Q4 earnings and predicted that 2025 would be another tough year.
This company has a fantastic history de...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 21, 2025 11:15 am eastern

Markets are down 0.6% for both the S&P 500 and Toronto this morning.
I did just a little cautious bargain hunting this morning adding a little to my small holdings in TFI International and Cameco. TFI is in a competitive business but has been rea...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 20, 2025

On Thursday the S&P 500 and Toronto were each down 0.4%.
TFI International ended the day down 21%.
Shopify was down 3.7%.
I remain cautious when it comes to buying but I may add modestly to my TFI position given the lower price.
 
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 20, 2025 11:15 am eastern

Markets are down modestly this morning.
TFI International is down a hefty 15%. This has been a fantastic winner for decades. But perhaps it went too high more recently. I plan to dig into the results and update the analysis of TFI in the next day or ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 19, 2025

On Wednesday, the S&P 500 was up 0.2% while Toronto was down 0.1%.
RioCan was up 3.55% after releasing another strong quarter and after announcing a distribution increase of 4.3%. At $19.55 the forward yield is 5.9%. I would continue to consider ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Toll Brothers updated February 19

The report on Toll Brothers is updated and rated Buy at $113. This has been an extremely well managed company. After a string of exceptionally strong years, 2025 is likely to be a flat year for revenue and probably a decline in earnings partly becaus...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 19, 2025 12:15 pm eastern

Canadian Tire is up 3.7% after announcing this morning that it will sell its Helly Hanson division for $1, 276 million.
They purchased it six years ago and it was somewhat of an odd fit since it was a European company that sells to retailers world-wi...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 16, 2025

On Friday the S&P 500 ended the day essentially unchanged while Toronto was down 0.8%.
Enbridge was down 4.0% after releasing earnings. If more Canadian oil started to flow to other markets via the the Trans Mountain pipeline then Enbridge could ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Canadian Tire updated February 16, 2025

The report on Canadian Tire is updated and rated (lower) Buy at $144. I believe management is very strong but I'm somewhat cautious due to the risks associated with the current tariff threats between Canada and the U.S.
The company has a strong histo...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Shopify report updated February 14, 2025

Shopify is updated and rated Sell at Canadian $182 or U.S. $128. It's a fantastic company but seems overly expensive after it's recent run up. I sold most of my Shopify today. Selling strong companies due to valuation can often be  mistake. But at th...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 14, 2025 11 am eastern

There are lots of Q4 earnings coming in. This included Enbridge which is down 3.3% on the news.
lululemon is down 4.5% possibly on fears about a slower economy.
Cameco is down 4.0% to $66.83 and is worth consideration for those that believe that nucl...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 13, 2025

Thursday was a good day for investors. The S&P 500 was up a full percentage point and and Toronto was up 0.5%.
Shopify was up 5.2%. I sold some Shopify shares today. The stock has done extremely well lately but is expensive. I will have an update...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 12, 2025

Markets ended the day down modestly on Wednesday with the S&P 500 and Toronto both down 0.3%.
I no longer follow Heineken but it had a strong day with a 14% gain. But it's gone nowhere overall in quite some years. Tougher business than you might ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 12, 2025 10 am eastern time

Markets are weaker this morning after U.S. inflation came in higher than expected and hopes that FED interest rate cuts "soon would be here" have faded to next Christmas!
S&P 500 is down 0.6% and Toronto is down 0.4%.
Shopify is down 2.7% giving ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 11, 2025

On Tuesday the S&P 500 was about unchanged while Toronto was down 0.1%.
Shopify was up another 2.9% after releasing strong earnings but with a somewhat subdued outlook.
Trump seems to be serious about trying to crush Canada's export economy. His ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

CN Rail report updated February 11, 2025

The report on CN Rail is updated and rated (lower) Buy at CAN $146 or U.S. $103.
The update is for its Q4 and 2024 results. CN has seen weak traffic growth and a modest decline in earnings int eh past two years. It is forecasting 10 to 15% earnings p...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Fixed Income 3.9% 10 year bond City of Montreal – February 11 11:30 am eastern

I see TD Direct (and presumably other brokers) is out with a new 10 year bond issue. It pays 3.9% and matures in 10 years.
Ten years is a long time. I would only consider this if you are committed to holding for the full ten years. It will not be a l...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Trump’s new tariifs

Trump's new 25% trait on steel and aluminum is nasty for Canada.
Can't be good for CN or CP rail. I wonder what happens to steel sale contracts that were arranged prior to the tariff. Does the U.S. buyer try to cancel or ask for a price reduction to ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 10, 2025

On Friday, the S&P 500 was up 0.7% and Toronto was up 0.85%.
Restaurant Brands was up 3.6%.
Trump continues to wreak havoc. So far the Canadian stock market has shrugged off the threat for the most part. So far.
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 8, 2025

On Friday the S&P 500 was down 0.95% and Toronto was down 0.4%.
Toll Brothers was down 6.5%.
West Texas Oil is at $71 U.S.
The Canadian employment report for January was strong with an estimated 76,000 jobs added on a seasonally adjusted basis.
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 7, 2025 11 am eastern time

With Linamar's stock price down due to the tariff threats, I decided to add modestly to my position this morning. I see that the company has continued to buy back shares.
Toll Brothers is down 4.6% this morning.
Note that there may be an outage on th...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 6, 2025

On Thursday, the S&P 500 was up 0.4% while Toronto was down 0.1%.
It was relatively quiet day and there were no particularly noteworthy moves in the stocks on our list.
 
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 6, 2025 – 8:45 am eastern – (before the open)

Markets were positive on Wednesday with the S&P 5oo up 0.4% and Toronto up 1.15%.
With the tariff threat delayed, Linamar was up 3.6%.
RiocCan bounced up 3.8%.
After the close Costco reported vert strong same-store sales growth figures for Januar...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 4, 2025

On Tuesday, with a 30 day reprieve on the tariffs, the S&P 500 was up 0.7%  and Toronto was up 0.15%.
Cameco was up 4.3%.
Hopefully, the rest of this week will be less eventful. Lots of Q4 earnings reports are coming in now.
 
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Starbucks updated February 4, 2025

The report on Starbucks is updated and rated Weak Buy / Hold at $108. Analysts appear to be confident that its turnaround will work. But meantime it looks expensive to me. Given its powerful brand and strong economics I won't call it a Sell. But I no...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 3, 2025

At the end of the day, the S&P 500 was only down 0.8% and Toronto was down 1.1%.
Linamar was down 4.9%.
CN Rail was down 5.3%.
The Canadian dollar is currently at 69.4 cents U.S.
The five year government of Canada bond is down to 2.75% after dipp...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 3, 2025 12:20 pm eastern time

Given the tariffs, and the lower dollar, some of the stocks that I thought would be hurt are indeed down today.
Canadian Tire is down 3.7%
CN rail is down 4.0%.
Linamar is down 4.9%. (Will be interesting to see if they will buy back stock at the low ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 2, 2025 – Tariffs are here…

Okay, well, 25% tariffs on Canadian exports to the U.S. except for Energy which is 10%. Some retaliation by Canada. (Strong speech by Trudeau, which I think even Trudeau haters would acknowledge if they are honest - unless they are completely off the...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

February 2, 2025

On Friday, which now seems like ancient history, the S&P 500 was down 0.5% and Toronto was down 1.1% as the tariff announcement loomed.
Some of the Canadian stocks that were down on tariff worries included:
Linamar down 4.1%. Extremely well manag...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Bond investing – January 31 11 am eastern time

If you are interested in investing in individual bonds you may find that the discount brokers don't offer a lot.
And I am leery to buy anything other than new issues due to a typically wide and usually hidden bid / ask spread.
And if you buy a new is...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 31, 2025 10 am eastern time

There is of course huge uncertainty regarding tariffs and their impacts.
There was some indication that oil might be exempted.
I decided to nibble a bit on Canadian Natural Resources and the Energy ETF (XEG) this morning. If there is good news for oi...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

A preferred share update

For those interested in preferred shares the reset dividend on ENB.PF.C has now been announced. The new yield is about 6.86%. If long-term interest rates decline this should offer a modest capital gain along with the eligible dividend and can be a go...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 30, 2025

Markets were mostly higher on Thursday with the S&P 500 up 0.5% and Toronto up 1.3%.
TransAlta was up 6.2%.
Shopify was up 2.4% to a 52 week high.
Toll Brothers was up 3.6%.
I'm not sure what pushed Toronto up 1.3% in the face of threatened 25% t...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 29, 2025

On Wednesday, the S&P 500 was down 0.4% while Toronto was up 0.2%.
The Bank of Canada reduced its overnight interest rate by another 0.25% while the U.S. FED held rates firm.
The U.S. FED is concerned about inflation related to tariffs while in C...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 29, 2025 – before the market open

On Tuesday the S&P 500 was up 0.9% and Toronto was up 0.5%.
Shopify was up 9.6% and has recovered essentially all of its recent losses and is near a 52 week high.
The Bank of Canada is expected to lower interest rates by another 0.25% this mornin...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 28, 2025

On Monday, the S&P 500 was down 1.5% and Toronto was down 0.7%.
TFI International was up 3.7%. It's been a tremendous long-term winner.
Toll Brothers was also up 3.7%. It has a history of volatility and is linked to new home construction and sale...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 26, 2026

With year-end financial reports soon starting to come in I plan to get back to more updates soon.
I find it interesting that the preferred share CWB.PR.D is at $27.99 -call it $28. It pays a high dividend of $1.9275 per year for an attractive yield o...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 24, 2025 1:45 pm eastern time

The last day of trading on week one of Donald J. Trump version 2.
The S& P 500 is down 0.3% and Toronto is up 0.2% this afternoon.
While Canada's economy seems very likely to be harmed by the tariffs it has to be remembered that the Toronto stock...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 23, 2025

Trump is NOT backing down on tariff threats.
In a speech to Davos today he said that America does not need Canada's autos, oil and gas or lumber since they have their own. A 25% tariff could be applied by next month. America can't really wean itself ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 23, 2025 1:45 pm eastern

Markets are nudging higher again today with the S&P 500 up 0.2% and Toronto up 0.4%.
AutoCanada is up another 4.0%. Hopefully a sign of even better times ahead.
Canadian Tire is up 4.0% which surprises me given the lower Canadian dollar and possi...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 22, 2025 2:15 pm eastern

On Wednesday afternoon the S&P 500 is up 0.7% and appears to be benefiting from a bit of a "Trump bump" so far. Toronto is up 0.2% and has also increased this week despite fears of tariffs that Trump might impose on Canada.
AutoCanada is up 4.6% ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 20, 2:15 pm eastern – Inauguration day

U.S. markets are closed for the Martin Luther King Jr. holiday - which is probably a good thing so that the markets can have time to digest Trump's speech and first day.
Toronto is up 0.25%.
For high interest cash accounts there are some ETF funds th...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Melcor REIT comment January 17, 2025

Checking for press releases I saw where the Melcor REIT made a sort of non-cash distribution that amounts to absolutely nothing in substance.
For their own corporate income tax purposes they sort of pretended to pay out 36 cents per unit in the form ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 17, 2025 2 pm eastern

Markets are strong again to day with the S&P 500 up 1.2% and Toronto up 0.9%.
The S&P 500 is back above 6000.
Perhaps this is driven by excitement about Trump's inauguration on Monday.
AutoCanada is up 3.2% (for what that's worth on this vola...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 16, 2025

The S&P 500 is about unchanged while Toronto is up 0.3%.
TransAlta and Capital Power are both up 3.5%. They had both risen a lot last Fall and then slipped back. I think their gains on optimism about data centers in Alberta may have been too opti...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 15, 2025 1:45 pm eastern

Markets are strong today with the S&P 500 up 1.7% and Toronto up 0.8%.
This is in reaction to strong earnings reports from J.P. Morgan and Wells Fargo and perhaps more so to a U.S. inflation report which at 2.9% is not low but came in as expected...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 14, 2025 2:30 pm eastern

Markets are modestly higher on Tuesday afternoon with the S&P 500 up 0.35% and Toronto up 0.2%.
Toll Brothers is up 3.4%. New Home builders had been benefiting from a shortage of existing homes for sale as people held onto to their low rate mortg...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 13, 2025

Further to my earlier comment today:
lululemon reported that it now expects its Q4 (which ends at the end of January) to be somewhat better than earlier expected. Not a blow-out quarter but another quarter of growth. The stocks was up a modest 0.9% o...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 13, 2025 2pm eastern

Markets are moderately negative today with the S&P 500 down 0.2% and Toronto down 0.8%.
Shopify is down 3.8%. I had lighted up on that and it kept going up. But now it looks like lightening up was a good idea. Shopify is powerful and will gain in...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 11, 2025

Markets are always uncertain - even when they seem predictable.
This next few weeks seem particularly uncertain as Trump's inauguration approaches.
What will he do in the first week in office? Will markets focus on the good (lower corporate income ta...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 10, 2025 1:15 pm eastern time

Markets are down somewhat today with the S&P 500 down 1.4% and Toronto down 1.0%.
Long-term bond yields continue to rise.
It seems likely that markets will continue to be nervous as Trump's inauguration approaches and we see what he does in the f...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 9, 2025 2:30 eastern time

U.S. markets are closed today for a day of mourning for Jimmy Carter.
Toronto is up 0.2%.
Yesterday, after the close, Costco reported very strong same-store sales growth for December. The 9.8% gain in U.S. same-store sales was the highest in about a ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 8, 2025 1:30 pm eastern time

Markets are about unchanged for the day at the moment.
With Linamar down 3.4% I decided to add modestly to my position just now. I see also that CEO Linda Hasenfratz bought 3 million dollars worth of shares in December despite her already massive hol...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 6, 2025

With about 40 minutes to go in the trading day markets are fairly quiet. They were higher earlier today.
Congress has peacefully certified Trump's election, What a difference from four years ago! I never would have guessed that the U.S. having a peac...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 5, 2025

Greetings from Hawaii (Big Island) - will be here all month.
On Friday, the S&P 500 was up 1.3% and Toronto was down 0.7%.
Basically, all is pretty calm in the markets. The preferred shares continue to do well.
Oil prices have risen which is good...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

January 2, 2025

On this first day of trading in 2025 the S&P 500 was down 0.2% while Toronto was up 0.7%.
lululemon was down 2.6%.
Cameco was up 1.6% despite announcing that production was unexpectedly suspended at it Kazakhstan venture mine (not managed by Came...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Happy New Year!

2024 is now wrapped up and here are some high lights (these exclude dividends):
The S&P 500 index was up 23.3%
The Toronto stock index was up 18.0%
The NASDAQ index was up 28.6%
A traditional 60/40 balanced and geographically diversified portfoli...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Answering a question about return on equity

I received a question about the return on equity article that I send to the free newsletter list on December 28th. If you did not receive that email you can join that list by clicking  "Free Newsletter" at the top right of the page here.
The question...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Metro Inc. updated and comments – noon eastern time December 31

The report on Metro Inc. is updated and rated (lower) Buy. It's a strong and reliable business. It is however not trading at a bargain price and I could probably just as well rate it a hold. I was considering selling a portion of my holdings but I ha...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 30, 2024

On Monday, the S&P 500 ended the day down 1.1% and Toronto was down 0.7%.
Cameco was down 2.6% but is always volatile.
TFI International was down 2.5%.
In addition to RioCan (mentioned earlier today) I added a little to my CN Rail position today....


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Last two days for charitable donations for 2024 taxes

Canada's system of federal and provincial tax credits is confusing.
The credit for donations varies by province.
Federal credit is just 15% for first $200 and 21% for all above that.
But first time donors get an extra federal 25% on the first $200 so...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 30, 2024 11:30 am eastern time

Markets are lower this morning. I did not see a specific reason but most analysts have been saying that stock valuations are very high and so a pullback is certainty no big surprise.
The S&P 500 is down 1.1% and was lower than that earlier today....


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 27, 2024

On Friday the S&P 500 was down 1.1% while Toronto was down only 0.2%.
TFI International was down 2.2%.
Most of the preferred shares on our list have continued to hold up pretty well despite the recent increases in longer term interest rates.
With...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 26, 2024

On Thursday, the Toronto stock market was closed. And while Canadians stayed home or went shopping, the New York Stock Exchange  was open but ended the day approximately unchanged.
There were no notable moves in any of the U.S. stocks on our list.
Ma...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 25, 2024

The markets had a strong day on Christmas Eve with the S&P 500 up a hefty 1.1$ and Toronto up 0.4%.
Starbucks was one of the bigger gainers on my list at 2.8%. But this only recovers some of of its losses of the past month.
The new CEO hopes to t...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

West Fraser Timber updated December 24, 2024

West Fraser Timber is updated but remains rated sell, now at U.S. $87 or Canadian $125
I wanted to update this company partly because I've been surprised how well the stock has held up in the face of seemingly a lot of bad news for its industry.
Ther...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 23, 2024

On Monday the S&P 500 was up 0.7% and Toronto was up 0.6%.
Tomorrow will likely be a quiet day in the markets with both Toronto and U.S. markets closing early at 1 pm eastern time.
 
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 23, 2024 12:20 pm eastern time

Markets are mostly up modestly today.
Long-term interest rates continue to edge up due to uncertainty about inflation and Trump's impacts on the economy and U.S. debt levels.
Statistics Canada reported that Canada's GDP grew 0.3% in October versus Se...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Enbridge Inc. updated December 22, 2024

The report on Enbridge is updated and rated Buy at $59.43.
The dividend yield is attractive at 6.3% and they have increased the dividend annually for 30 years. That seems likely to continue.
On a P/E basis the stock is not cheap at 22 times trailing ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

AutoCanada updated December 21, 2024

AutoCanada is updated and rated Speculative Weak Sell / Hold
Yesterday I looked closely at its results in Q3 2024 as well as Q2 and Q1. Overall it was a depressing experience.
AutoCanada suffered from the impacts of a major cyber security attack at t...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 21, 2014

On Friday the markets ignored risk of a U.S. shutdown (and the shutdown was averted by a the passage of a spending bill around mid-night on Friday night).
The S&P 500 was up 1.1% on Friday and Toronto was up 0.8%.
Canadian Western Bank jumped 4.2...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 20, 2024 12:40 pm eastern time

Markets have rebounded today with the S&P 500 up 1.7% and Toronto up 1.0%. This is in spite of "a looming government shut down in the U.S" as a spending authorization bill needs to be passed today. It seems the market is treating this as Congress...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 19, 2024

On Thursday, the S&P 500 did not hang onto its gains from the morning and ended the day down slightly with a 0.1% loss. Toronto was down 0.6%.
AutoCanada was down 4.0%.
Friday could be a quiet day in the markets as we approach Christmas, or maybe...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 19, 2024 2:30 pm eastern time

On Thursday, the market is dealing with the potential for U.S. government shutdown after Elon and Trump threw a wrench into the works of a needed spending bill that had been about to pass.
This is pushing bond yields higher. Whether the associated di...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 18, 2024

Markets turned sharply lower on Wednesday after the FED cut rates by 0.25% (as expected) but signaled a slower pace of rate cuts ahead (not unexpected but perhaps the market was hoping that was not the case).
It may be that the market was almost look...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 17, 2024

On Tuesday the S&P 500 was down 0.4% and Toronto was down 0.1%.
Shopify was up 3.4% as it continues to surge.
TransAlta was up 3.5%.
Tomorrow's excitement will a FED rate decision.
Canada's population continued to grow in Q3 although at a lower p...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 17, 2024 – noon eastern time

North American stock market indexes are down modestly today.
Longer term interest rates are also down modestly.
The Canadian inflation report for November is out with the headline number at 1.9%. It's interesting that the report focuses very much on ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 16, 2024

On Monday the S&P 500 was up 0.4% while Toronto was down 0.5%.
Starbucks was down 4.4% after announcing it was reported that it has a appointed a Growth Officer for China where it is facing more competition from cheaper local competitors. Starbuc...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

CN Rail updated December 16

CN Rail is updated and rated (lower) Buy It is in the midst of a weak patch with little or no earnings growth in the past 18 months. And the near-term looks weak as well. And if Trump does impose 25% tariffs I expect that to be a big headwind for CN....


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 16, 2024 11:20 am eastern time

This is not a boring day or week for Canadian investors.
The Finance Minister has resigned, giving Trudeau a hard and public slap on the face on her way out.
Fall Economic Statement in limbo this morning.
Housing Minister also quit.
Tomorrow we get C...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 13, 2024 11:30 eastern time

Markets are down modestly this morning.
Toll Brothers is down 2.5% and is somewhat tempting at this price.
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 12, 2024

On Thursday, the S&P 500 was down 0.5% and Toronto was down 1.0%
Most stocks were down on the day.
After the close, Costco reported strong results described as better than expected.
The yield on the 5 year government of Canada bond has bounced ba...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 11, 2024

Wednesday was another positive day for stocks as the S&P 500 rose another 0.8% and Toronto rose 0.6%.
Shopify was up 3.4%.
 
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Toll Brothers updated December 11, 2024

Toll Brothers is updated and rated (lower) Buy at $142.
I have liked this company for many years. But I never expected it to rocket so high in 2023 and 2024. It recently reached a high just over $169. This is a stock that was at just $40 not much ove...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Bank of Canada reduced its interest rate by 0.50% December 11, 2024 1:45 pm eastern time

So, the Bank of Canada has cut its overnight interest rates by 0.50%.
This is the rate that the Central Bank is paying on cash or "reserves" that the big banks keep at the Central Bank. It also tends to set the rate at which the big banks and other h...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 10, 2024

On Tuesday the S&P 500 was down 0.3% and Toronto was down 0.5%.
Toll Brothers was down 7%  to $145.60 despite posting excellent fiscal Q4 results. The company itself was buying back shares in the quarter at an average of $150. This dip is probabl...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 9, 2024

On Monday the S&P 500 was down 0.6% and Toronto was down 0.3%.
Canadian Western Bank was up 4.9%.
Cameco was down 5.6% and is simply an inherently volatile stock.
Canadian Tire was up 2.1%.
 
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 9, 2024 11:10 am eastern time

The S&P 500 is down 0.5% this morning while the TSX is up 0.1%.
As expected, CWB Canadian Western Bank has bounced up 5% after its explanation about why its earnings report was not released as scheduled on Friday.
Linamar is up 3.1%
lululemon is ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

lululemon is updated December 8, 2024

Partly due to its recent very strong price gains I have updated the report on lululemon.
Given weaker same-store sales growth figures I'm not sure why the Q3 report was greeted quite so enthusiastically.
Certainly it remains a great company. I had ad...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Canadian Western Bank reveals reason for delayed earnings December 7, 20214

CWB released a press release at 2:38 eastern time today, Saturday.
As I expected the delay had nothing to do with the take-over transaction by National Bank. It was a late-breaking legal claim for $18 million that included an accusation against a sta...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Dealing with the bid /ask spread on Preferred shares – December 7, 2024

I received the following good question from a subscriber:
Re: preferred shares buying
? Buy at bid or asking price
I am never successful at bid price
What is your suggestion?
************************************************
The issue here is that pre...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 6, 2024

On Friday the S&P 500 was up 0.25% while Toronto was up just 0.05%.
TransAlta was up another 6.5% which is impressive. And Capital Power was up 3.5%.
lululemon was up 15.9% after releasing earnings.
Shopify was up another 4.7%.
Canadian Western B...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 6, 2024 11 am eastern time – lots of news

It's another non-boring day in the markets with lots of news for Canadian investors.
Canadian Western Bank is down 10% after announcing it will delay its earnings report that was supposed to come out this morning.
This could be a huge over-reaction. ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 5, 2024

On Thursday the S&P 500 was down 0.2% and Toronto was up 0.15%.
TransAlta was up 8.3% and Capital Power was up 6.6%. This after Alberta Premier Smith announced plans to attract (electricity hungry) data centers to Alberta. This may be over-done. ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 4, 2024

On Wednesday the S&P 500 was up 0.6% while Toronto was about unchanged.
Dollarama was down 5.1% after reporting earnings. Apparently its GARGANTUAN margins were down a bit. That's to be expected with our weak dollar. The stock may be over-valued ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 4, 2024 11:20 am eastern time

Headlines this morning said that both National Bank and RBC had beaten expectations and raised their dividends.
And yet, National Bank is down 3.3% which pulled Canadian Western Bank down 3.5% (Under the buyout each CWB share will turn into 0.45 of a...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 3, 2024

On Tuesday, the S&P 500 was little changed with a 0.05% gain. Toronto was up 0.2%.
The report on RioCan is updated and rated (higher) Buy at $18.96. It's a very solid company. Its assets are financed with just under 50% debt whereas some REITs ha...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 3, 2024 11:15 am eastern time

Markets are little changed this morning. Oil is moderately higher.
I have updated the yield on BPO.PR.A on the Subscriber home page. It will pay one more dividend at the old rate at the end of December and then is resetting to start paying $1.541 ann...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 2, 2024

On Monday the S&P 500 was up 0.2% while Toronto was down 0.2%.
Lightspeed ended the day down 8.9%.
lululemon was up 4.3%. It's a great company. Still, I decided to lighten up on my position but I still hold a reasonable position in the stock.
My ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 2, 2024 12:30 pm eastern time

The S&P 500 is up 0.3% but Toronto is down 0.5%.
I sent out an issue of the free newsletter focused mostly on the subject of long-term bonds.
Lightspeed is down 7% after announcing that 200 staff will be cut in a reorganization designed to ultima...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

December 1, 2024

With one month to go, 2024 has been a banner year in the markets.
On Friday, the S&P 500 was up 0.6% to 6,032 and the Toronto index was up 0.4% to 25,648.
TFI International was up 2.9%.
Shopify was up 2.3%.
This week we will get the Q4 earnings f...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 29, 2024 11:30 am eastern time

The most interesting development this morning is that long-term interest rates continue to decline. The yield on the 5 year government of Canada bond is down to 3.02% from as high as about 3.32% last week. The yield on U.S. treasuries is also down to...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 28, 2024

U.S. markets were closed on Thursday and Toronto was up 0.2%.
TFI International was up 1.7%.
Friday is likely to be another quiet day in the markets unless there is major geo-political news.
 
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 27, 2024

On Wednesday, the S&P 500 ended the day down 0.4% while Toronto was up 0.3%.
Couche-Tard was up 4.3%.
An inflation measure in the U.S. was higher in October which directionally dampens the outlook for FED rate cuts. Nevertheless, U.S. long-term b...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 27, 2024 noon eastern time

While the S&P 500 is down 0.5%, Toronto is up 0.25% and a number of stocks are up today.
Couche-Tard is up 3.2%.
Long-term interest rates in both Canada and the U.S. are down somewhat again today.
My recent comments that long-term U.S. bonds were...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 26, 2024

On Tuesday the S&P 500 was up 0.6% while Toronto was about unchanged.
Linamar was down 5.6% presumably due to the Trump tariff threats.
Those tariffs also will not be good for lululemon which makes I believe ALL of its cloths outside of the U.S.
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 26, 2024 1:15 pm eastern time

The situation with the Melcor REIT has changed and is interesting.
In the first go-round, the REIT looked to see if there were any buyers for the 45% of the REIT that trades publicly. They were not able to offer for sale the entirety of the REIT. Any...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 25, 2024

On Monday, the S&P 500 rose 0.3% while Toronto was down 0.1%.
Oil was down to U.S. $68.67 which is not good news for Canada.
Toll Brothers was up 6.5%. And perhaps for the same reason, West Fraser Timber was up 5.5%. I don't know the reason for t...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 25 2025 10:45 am eastern time

Another interesting day begins in the market.
Melcor has raised its bid for the RIET units from $4.95 to $5.50 and announced a 90 day go-shop period. There was to be a meeting tomorrow and that is now canceled. The dissident unit holders have won at ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Brookfield Office Property rate reset preferred shares updated November 24, 2024

The Brookfield Office Properties rate reset preferred share BPO.PR.A is updated and rated Speculative Buy at $15.70. The fact that these are supported by office properties immediately suggests risk. It's immediate parent Brookfield Property Partners ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 24, 2024

On Friday the S&P 500 was up 0.35% and Toronto was up 0.2%.
Toll Brothers was up 3.4% and has done extremely well despite higher U.S. mortgage rates.
America Express was up 2.8% to $301 and has done better than I had expected.
Starbucks was up 2....


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 21, 2024

On Thursday the S&P 500 was up 0.5% and Toronto was up 1.4%.
Costco was up 3.0%.
Starbucks was up 1.8%. There are reports it wills sell a portion of its massive China operations to a local Chinese business. That's probably wise but depends on the...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 20, 2024

The S&P 500 rallied later on Wednesday to finish unchanged for the day. Toronto was up 0.1%.
Dollarama was down 3.25%. It's been a powerful long term winner but I'm not tempted to add to my small position at this time.
The yield on the 5 year gov...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 20, 2024 1 pm eastern

Markets are modestly lower so far today. Markets are eager to see the Nvidia results after the close.
Statistics Canada released a report on building investment in September. It's shows growth both in residential and non-residential building.
I see t...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 21, 2024

On Tuesday, the S&P 500 was up 0.4% and Toronto was up 0.1%.
I notice CWB.PR.D trading at $27.50. It pays a hefty dividend of $1.92 per year. That's 7.0% on the $27.50 price which is indeed attractive. But it's likely to be redeemed in 2029 at $2...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 19th, 2024 noon eastern time

Canadian inflation for October has been reported this morning with a headline year-over-year increase of 2.0%.
That's up from 1.6% in September but that increase is just noise or a bump in the downtrend.
Rent was up 7.3% year-over-year but has been g...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 18, 2024

On Monday the S&P 500 was up 0.4% and Toronto was up 0.35%.
Cameco was up 3.8%.
Long term interest rates were little changed today.
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 18, 2024 noon eastern time

What's it gonna take to faze the SS&P 500?
With the news that Ukraine has clearance to fire long-range missiles into Russia and with Putin a few weeks ago warning that would amount to NATO attacking Russia, the S&P 500 is UP 0.5% this morning...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 16, 2024

On Friday the S&P 500 finally took a breather and was down 1.3% and Toronto was down 0.6%.
In some ways, I would not mind seeing more of the same.  There's probably too much exuberance in the market.
I'm satisfied to be holding some cash and hold...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 15, 2024 2 pm eastern time

With two hours to go in the trading say, markets are down somewhat. No surprise after the huge runups.
Bon yields have come down a little and that's a good thing. It would be quite a bad thing if yields on long-term U.S. bonds continued to rise due t...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 14, 2024

On Thursday the S&P 500 was down 0.6% while Toronto was up 0.2%.
AutoCanada was a big winner with a 25% gain.
Couche-Tard was up 3.3%
Aecon Group was up 4.1%
TransAlta was up 4.1% after getting Competition Board approval for an acquisition.
Shopi...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 14, 2024 noon eastern time

Markets are relatively quiet this morning.
But AutoCanada is up 22% after reporting earnings even though it certainly still has its troubles. A pleasant surprise to see the price up this much.
Shopify gave back 4.1% after its recent huge gains.
Aecon...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 13, 2024

On Wednesday, the S&P 500 was about unchanged while Toronto was up 0.3%.
Shopify was up another 5.9%.
Bond yields were up modestly today. Bond yields were expected to fall as central banks cut interest rates but they have ben  rising since about ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 13, 2024 11 am eastern time

Markets are little changed this morning on average.
Although Linamar's results were quite strong, the market is focused on a weaker outlook for its industry segments. Linda Hazenfratz (executive chair and formerly long-time CEO) was on Business News ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 12, 2024

Tuesday was, as they say, a "mixed" day in the markets. The S&P 500 was down 0.3% and Toronto was up 0.5%
The big winner was Shopify, up 21% after releasing Q3 earnings.
Cameco was up 4.6%. Then, after the close it released a technical report on ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 12, 2024 noon eastern time

Most of the stocks I monitor are down slightly this morning.
Shopify has soared 24% after releasing earnings. I made a mistake reducing my Shopify position somewhat yesterday. Such is life in the markets.
The story of 2024 has been that almost everyt...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 11, 2024

On Monday, the S&P 500 edged up 0.1 to sit at 6001, closing above 6000 for the first time ever.
Toronto was also up 0.1% - despite lower oil prices.
Shopify was up 3.4% and lululemon was up 3.2%.
Stantec was up 3.0% recovery most of its loss on F...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 11 1 pm eastern time

Markets continue to push higher today.
Tesla (not on our list, but a stock I keep an eye on) is up another 6% and has soared about 45% in the past few weeks. It seems the market expects President Trump to blatantly favor this company.
lululemon is up...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 10, 2024

On Friday the S&P 500 was up another 0.4% to 5996. During the day it breached the 6000 level! It's stunning to think that if it gets to 6660 next year that will be a 10 bagger on the S&P 500 in the 16 years since its March 9, 2009 financial c...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Stantec updated November 10, 2024

The report on Stantec is updated and rated Weak / Buy Hold at $112.16. I plan to buy into a modest position with a view to adding on dips.
The only negative I see about the company is that with a trailing price to earnings ratio of 27, it is somewhat...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Melcor Developments comment November 8, 2024

Melcor Developments posted Q3 earnings. are out. Basically sort of okay overall, never as good as I hope. More of the same.
Lots sold at too low a margin (probably poor cost control). They never give any visibility on rest of year. Q4 is usually thei...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Melcor REIT comment November 8, 2024

Regarding the takeover offer for the Melcor REIT. The offered price is $4.95 (and no additional distribution) and subject the the majority of the minority holders that vote approving it.
My sources tell me that the deal is unlikely to pass. In tthat ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 7, 2024

Another entertaining day in the markets.
The S&P 500 was up another 0.7% and Toronto was up 0.85%.
Shopify was up 3.9%.
Canadian Tire was up 1.95% after posting "0kay" earnings . Tepid as consumers cut back on discretionary items but it could hav...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Starbucks updated as Weak Buy / Hold November 7, 2024

Starbucks is rated Weak Buy / Hold at $95.57. The company was doing very well up until the end of calendar 2023 (its Q1 2024). But since then it has reported three poor quarters and fired its CEO, who had come from outside, after not much more than a...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 6, 2024 – Trump elected decisively

With Trump's decisive victory the S&P 500 surged 2.5% and Toronto rose 1.0%.
Trump has promised lower income taxes and that may be a big part of why stocks moved higher. At the same time, longer term interest rates rose due to inflation fears and...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 6, 2024 8:40 am (before the open and after the election)

Yesterday afternoon is well and truly yesterday's news at this point but on Tuesday the S&P 500 was up 1.2% and Toronto was up 0.5%.
Toll Brothers was strong with a 3.9% gain.
So, Trump has had a clear win. Republicans also have a Senate majority...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

The Melcor REIT mini tender at $4.95

P.P.P.S,. reading the MD&A at page 7 I now understand (Or think) that the special distribution of taxable income in the form of additional units represents zero value. They will then consolidate away the units we receive and give us the $4.95. I ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 4, 2024

Markets were relatively quite overall on Monday with the S&P 500 down 0.3% and Toronto was unchanged.
Dollarama was up 2.4% to yet another all-time high at $150. AutoCanada was down 5.25% to $14.25. Often the pattern seems to be the strong gettin...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 4, 2024 12:50 pm eastern time

T minus 1!
Markets are relatively calm one day ahead of the U.S election and (at least) two days ahead of knowing the result.
The S&P 500 is down 0.45% and Toronto is down 0.3%.
I mentioned being interested in buying some long term U.S. bonds. Th...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Berkshire Hathaway up dated November 3, 2024

The report on Berkshire Hathaway is updated and rated only Weak Buy / Hold at $452.
I had planned to update Berkshire only yearly after its annual report.
But I wanted to take a look at Berkshire now given that it has been in the news for selling a v...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Long Bonds starting to look attractive

For I'm pretty sure the first time in my 25 years of running this web site, I'm starting to think 10 and 20 year bonds might not be a bad investment after their recent run-up in price.
I have symbols for bond ETFs in the Canadian Global ETF articles ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

November 1, 2024

On Friday markets regained some of the ground lost on Thursday. Both the S&P 500 and Toronto were up 0.4%.
Aecon was up a hefty 19% after reporting earnings. It seems I was wrong to lose faith in them. I had been waiting several years for them to...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 31, 2024

Markets were, well, spooked by something today and the S&P 500 was down 1.9% and Toronto was down 1.4%.
I consider that to be a fairly minor drop after all the gains this year to date.
(Of course, I would think differently about that 1.9% drop if...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 30, 2024

On Wednesday, the S&P 500 ended the day down 0.3% (after being  up most of the day) and Toronto was down 0.2%.
Visa was up 2.9% (as I commented this morning) and I did reduce my position a little in that one.
Capital Power was up 7.7% after relea...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 30 12:45 pm eastern

Visa Inc. is up 3.7% this morning at $292. Wow.
I first added Visa to this site rated Buy at (yes) $14.56 on April 19, 2009 rated Buy.  Remember, April 2009 was just past the low point of the Great Financial Crisis and markets had given poor returns ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 29, 2024

Tuesday's market action saw the S&P 500 up 0.2% while Toronto was essentially unchanged.
Linamar was down 3.8% after an analyst downgrade. It's possible that Linamar will be vulnerable to Trump's higher tariffs if he is elected again. With the fr...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 28, 2024

Markets were positive on Monday with the S&P 500 gaining 0.3% and Toronto up 0.4% in spite of lower oil prices.
Couche-Tard was notable with a 3.9% gain.
I've added Canadian Natural Resources to the list as a Speculative Buy but have not posted t...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 28, 2024 – noon eastern time

Equity markets are strong this morning.
But bond yields continue to rise which is indicative of inflation fears.
I decided to sell my small position in TransAlta this morning for several reasons:
I have been surprised at its strong gains since late J...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 27, 2024

On Friday the S&P 500 was about unchanged on the day while Toronto was down 0.4%.
There were no particularly notable moves in the stocks on our list.
The 5 year government of Canada bond yield rose slight following the lead of U.S. medium and lon...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Melcor REIT take private news

There is news out this morning about the the proposed Melcor REIT take-private deal where the parent Melcor Developments proposes to buy out the minority unit holders at $4.95 per unit by the end of this year. (They also indicates there will be a div...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Preferred Shares Comment October 25, 2024

I have updated the ratings on almost all of the preferred shares. (The two Brookfield Office Properties were not updated becasue those depend more on the financial outlook for the issuer as opposed to interest rate movements.)
Going back about 5 to 1...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 24, 2024

On Thursday the S&P 500 was up 0.2% while Toronto was down 0.1%
TFI International was up 2.3%.
lululemon was up 2.0%
Toll Brothers was up 2.6%
Tesla which is NOT on our list but which I occasionally mention was up 22%!
We are now getting well int...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Shopify report updated October 24, 2024

Shopify is updated and rated Speculative Buy / Hold at Canadian $110 or U.S. $79. It's a great company but quite expensive. I like the idea of a modest position in this company.
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 23, 2024

On Wednesday the S&P 500 was down 0.9% and Toronto was down 0.6%
TFI International was down 2.8%. I'll be tempted to add to that one if it dips a little more. Great company!
Cameco was down 4.5%. As I said recently it's a volatile stock and alway...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Bank of Canada interest rate cut comments October 23, 2024 12:30 eastern time

So, the bank of Canada cut its overnight inter-bank target rate by 50 basis points to 4.75%.
The 5 year Canada Bond yield market must have anticipated this as that rate is is about unchanged today at 3.0% (actually edged a tiny bit higher)
The Canadi...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 22, 2024

On Tuesday the S&P 500 and Toronto each finished the day about unchanged.
Toll Brothers was down 3.5%.
After the close, Starbucks released preliminary results that were quite weak and suspended guidance for its 2025 fiscal year which started at t...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 21, 2024

Stocks  were down modestly on Monday with the S&P 500 down 0.2% and Toronto down 0.4%.
Restaurant Brands was up 3.35% to CAN $100.65. I did not see any particular reason for that.
TFI International was down 1.8%. It then reported tepid earnings b...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 19, 2024

Friday was yet another positive day in the markets with the S&P 500 up 0.4% and Toronto up 0.5%.
Cameco was up 2.5% on continued optimism about the future of nuclear power. This is likely to always be a volatile stock and not one to take a big po...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 17, 2024

On Thursday, the S&P 500 ended the day essentially unchanged while Toronto advanced another 0.5%.
Most of the stocks on our list were up modestly but lululemon retreated 3.6%.
A U.S. retail sales report came in strong which lowers the expectation...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 16, 2024

Wednesday was yet another positive day in the markets with the S&P 500 and Toronto each up 0.5%.
Cameco was up 7.5%.
Visa was up 3.0%.
lululemon was up 2.3.
TransAlta was up 2.4%. I've been surprised at the increase in TransAlta given the wholesa...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 15, 2024

Tuesday was another somewhat eventful day in the markets.
The S&P 500 was down 0.8% giving back precisely all of Monday's gain. Toronto was closed on Monday and was down 0.1% today.
Fortis Inc was strong with a 2.6% gain
Canadian inflation for Se...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 14, 2024

Monday was another day of gains for investors.
Toronto was closed but the S&P 500 rose another 0.7%.
Toll Brothers was up 2.5%.
lululemon was up 3.1%
This week we will start getting a lot of Q3 earnings reports from U.S. companies. This includes ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 13, 2024

On Friday, the S&P 500 was up 0.6% and Toronto was up 0.7%.
TFI International was notable with a gain of 3.65%.
Dollarama was up 2.8%.
Couche-Tard was down 3.4%.
The market seems totally unfazed by the escalating wars in the Middle East. Futures ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 10, 2024

Thursday saw the S&P 500 down 0.2% and Toronto up 0.3%.
There was not much movement in the stocks I track.
TD Bank was in the news and fell 5.0% after its fine from U.S. regulators was finalised. This was for failing to detect money-laundering by...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 9, 2024

Wednesday was another winning day for investors with the S&P 500 up 0.7% and Toronto up 0.6%.
West Fraser Timber was up 4.6%. A couple of days ago  Western Forest Products announced the curtailment of a sawmill. West Fraser seems to be very well ...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

TFI International updated October 8, 2024

The report on TFI International is updated and rated (lower) Buy at CAN $185 or U.S. 136.
This has been a fantastically well managed business for decades and continues to be. It looks a little expensive now due to weaker results in 2023. But it appea...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 8, 2024

On Tuesday the S&P 500 was up another 1.0% whole Toronto was down 0.1%.
Costco was up 1.9%.
Shopify was up 2.3%.
TFI International was up 2.0%.
Another day when investors mostly made money...
...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

October 7, 2024

Markets may be starting to look at the geo-political risks.
On Monday, the S&P 500 was down 1.0% while Toronto was down 0.25% as higher oil prices benefit the Toronto market.
The yield on the 5 year government of Canada bond pushed a little highe...


Members only content

The content on this page is for members only. If you are a member, log in below. If you are not a member, please Register.

Scroll to Top