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

Two ways to profit post-COVID-19

The COVID-19 pandemic has spurred strong demand for computing products and services that help businesses and their employees adapt to remote working.
We feel that demand will continue to rise, even after the current crisis ends. One way for investors to profit from remote working is… Read More