April is the final month of the historical period of market strength that begins each year in October. May through September, while generally weaker, can still produce positive returns. We believe that, in 2022, because of the exceptional performance throughout 2021, that overall returns in 2022 will be much more difficult to achieve. [more]
The Financial Sector is a major component of the stock market in both Canada and the USA. This report compares and contrasts the performance of the Canadian and the U.S. Financial Sector ETFs, both for 2021 and for 2022 to date. [more]
The value of our Dividend Yield Portfolio continued to post new all-time highs during March, ignoring any negative implications concerning the Russian-Ukraine conflict. By month-end, the Portfolio’s value had registered a gain since Inception on June 1, 2021 of 21.4%, or 25.7% on an annualized basis. [more]
North American stock markets have not fared very well so far in 2022, which perhaps is not surprising given the sterling performance in 2021. In both Canada and the USA, there are more Sector ETFs in negative territory than are positive. One Sector, though, in particular stands out and that is Energy. This report compares and contrasts the performance of the Canadian and the U.S. Energy Sector ETFs. [more]
As we mentioned last month, March is a very active month, with a whopping 30 indexes/sectors entering strong seasonality trends, and only 2 ending their latest strong period. Many of these indexes and sectors will need to show “good colours” because performance in the first two months has been brutal almost across the board. Below, we highlight some of the indexes/sectors that are due for a rebound. [more]
The value of our Dividend Yield Portfolio reached a new high in mid-February, just before the Russian invasion of Ukraine. The Portfolio followed the gyrations of the market as the attack by Russia unfolded. However, by month-end, the Portfolio’s value had almost regained its recent high. Since Inception on June 1, 2021, our Portfolio is up 16.7%, or 22.3% on an annualized basis. [more]
Shares of companies in the renewable energy space have been under pressure lately as they are expected to be negatively impacted by rising interest rates. We believe that the share price declines have been overdone, and that long-term recovery prospects are attractive. We highlight TransAlta Renewables (TSX: RNW) in this report. [more]
After the large number of indexes/sectors that entered strong seasonality periods last October, subsequent months have been quite quiet, particularly January and February from a positive seasonality stand-point. However, March is very active, so we will gear up then. January was brutal for many sectors, particularly Information Technology, conversely, Energy in Canada had a sterling January. [more]
One of the key factors in assessing the outlook for 2022 is anticipating the moves of the U.S. Federal Reserve. At its last meeting, the governors considered (a) increasing the federal funds rate, probably in March, and (b) lowering the Fed’s balance sheet liabilities. The problem that lies ahead is how to maximize employment and deal with inflation, which has increased at a rate well in excess of initial expectations. [more]
The Energy sector and its associated companies and their stocks seem likely to continue to outperform despite increasing economic and market headwinds. [more]
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