Q: Hello, Pat. What is your opinion on holding a Canadian-focused small-/mid-cap fund such as the Fidelity Special Situations Fund. Do you think it’s a good idea to hold more aggressive Canadian small and mid-cap stocks?

A: We generally feel that most investors should hold the bulk of their investment portfolios in conservative securities from well-established companies. This means holding a total of 15 to 25 well-established, dividend-paying stocks, chosen mainly from our “Average” or higher ratings, and spreading your holdings… Read More

What are growth stocks?

What are growth stocks—and how do they differ from momentum stocks
 

Growth investing focuses on trying to identify and buy rising stocks when they have further growth ahead.

These stocks may trade at higher-than-average multiples of earnings, cash flow, book value and so on. Ideally, though, they… Read More