Insights That Drive Financial Growth in Resource and Tech Markets

Three Poor Justifications for Selling Your Fund

Three Poor Justifications for Selling Your Fund

Valerio Baselli: Hello and welcome to Morningstar. Markets go up and down, and sometimes short-term volatility is extreme. We saw that for example with the outbreak of the pandemic in March 2020, two years later with the Russian invasion of Ukraine, or even more recently. Whether our investments are doing great or losing much more […]

Dollarama Earnings: Enhanced Distribution Center Boosts Efficiency…

Dollarama Earnings: Enhanced Distribution Center Boosts Efficiency…

We are encouraged by Dollarama’s DOL announcement that it will build a new distribution center in Calgary by fiscal 2028. This should speed up store expansion in underpenetrated Western Canada and ease reliance on the traditional strongholds of Quebec and Ontario, where we see risks of saturation after 30 years of growth. Key Morningstar Metrics […]

Why Our Top Investment Opportunities for 2025 Lie Beyond Borders…

Why Our Top Investment Opportunities for 2025 Lie Beyond Borders…

It’s already clear that investing conditions in 2025 will be very different from 2024. This year, US stocks once again outpaced the rest of the world, rising over 25%, fueled by the strong performance of stocks that benefit from the artificial intelligence boom and the prospect of lower interest rates. Yet, after the rally, US […]

Unemployment Spike Could Indicate Broader Bank of…

Unemployment Spike Could Indicate Broader Bank of…

Canada’s November jobs report showed a sharp jump in jobless numbers, sparking concerns over the health of the domestic labor market and renewing calls for the Bank of Canada to make a larger rate cut. Canada added 51,000 jobs in November, the fastest pace in seven months excluding the pandemic, significantly outstripping the FactSet forecast […]

Lab Alumni Discuss Strategies for Expanding Climate Finance

Lab Alumni Discuss Strategies for Expanding Climate Finance

Lab Alumni share insights on scaling climate finance Ben Broché, Martha de Sá, Las Perera and Sanjay Wagle at the Lab Summit during New York Climate Week. The Global Innovation Lab for Climate Finance (the Lab) hosted a panel during the Lab Summit at the 2024 New York Climate Week, featuring three alumni from diverse […]

Gold’s Impressive Surge Continues – MINING.COM

Gold’s Impressive Surge Continues – MINING.COM

Technically this past year’s surge remains an extraordinarily-large upleg within a bigger bull market. Bulls are defined as 20%+ gains off major lows. Within those usually-secular uptrends, smaller uplegs and corrections meander. Uplegs last until they are formally ended by 10%+ corrections, which sometimes cascade into 20%+ bear markets slaying bulls. Sub-10% selloffs within uplegs […]

TD Bank Reports Disappointing Earnings Driven by U.S. Operations

TD Bank Reports Disappointing Earnings Driven by U.S. Operations

Toronto-Dominion Bank TD reported weaker-than-expected fiscal fourth-quarter results on higher costs as it works to put its regulatory issues in the US behind it. Adjusted net revenue increased 12.5% to C$14.9 billion while adjusted net income fell 8% from last year to C$3.2 billion. These results translate to a return on equity of 11.7%, below […]

Understanding the Mechanics, Reasons, and Advantages of TFSAs

Understanding the Mechanics, Reasons, and Advantages of TFSAs

Many investors prioritize a tax-free savings account, or TFSA, over its considerably older tax-saving cousin, the registered retirement savings plan, or RRSP. While there is no tax deduction for TFSA contributions, nor a mandatory termination date (the RRSP’s is the end of the year in which you turn 71), no tax is payable when you […]