McMurtry Investment Report and Model Portfolios™

Invest in Canadian bank common shares or bank GIC’s – This is a no brainer

Many of you may still have investments in Canadian bank GIC’s. In a period of rising interest rates like we have today, bank GIC’s do perform better than fixed income securities because the price is never marked to market. However due to their lack of liquidity, I do not recommend them. Liquidity is something we… Continue reading Invest in Canadian bank common shares or bank GIC’s – This is a no brainer

Year End Portfolio Review to Reduce Portfolio Volatility

If this is of interest or you know someone in need of this advice, please fill in the form online or contact me directly by sending an email. You can either pay me through Paypal online or by an E-transfer to my personal email, peter.mcmurtry@yahoo.ca. I would be glad to discuss any of these options… Continue reading Year End Portfolio Review to Reduce Portfolio Volatility

Canada is clearly a better place to invest than the US in a high inflationary period

Historically in a high inflationary period like the late 1970’s, the TSX Composite sharply outperformed the US market. Over the last 6 and 12 month periods, the Canadian equity market has performed much better than the US market. The basic makeup of the TSX Composite is much more exposed to cyclical and commodity sectors than… Continue reading Canada is clearly a better place to invest than the US in a high inflationary period

Recent Globe and Mail article about all the fundamental reasons why Energy Sector remains attractive

Seven reasons to stay bullish on the energy sector. Plus, why U.S. stocks can weather the Fed’s rate hikes LISTEN TO ARTICLE In November 2021, a BofA Securities strategist provided eight reasons for ranking U.S. energy stocks the No. 1 most attractive sector in the S&P 500. The potential for geopolitical conflict, which sadly later… Continue reading Recent Globe and Mail article about all the fundamental reasons why Energy Sector remains attractive

Maintain overweight of Canadian equities over US as a result of our domestic commodity exposure

This week both the Australian former Prime Minister, Kevin Rudd, and Gavin Graham, contributing editor of the Income Investor, both said that commodity prices will continue to perform well in the current environment of: Continuing trade sanctions against Russia that are expected to last for much longer than originally thought Increased Chinese Covid lockdowns resulting… Continue reading Maintain overweight of Canadian equities over US as a result of our domestic commodity exposure

New Offering- One Time Review of any Canadian, US or Global company listed as an ADR

For an all inclusive fee of $100, including HST, I am offering any investor an objective investment review of any company they choose. I am restricting the companies to listed Canadian and American ones, but will also consider a review of a global company that is listed as an American Depositary Receipt on the US… Continue reading New Offering- One Time Review of any Canadian, US or Global company listed as an ADR

My adviser tells me to remain fully invested at this time. Should I listen to them?

Advisers make the most money for themselves when you, the investor, is fully invested. There is absolutely no incentive for them to try to time the market. You have all heard them say that market timing does not work and adds no value. At this time, we know that their rhetoric is not correct. Market… Continue reading My adviser tells me to remain fully invested at this time. Should I listen to them?

Bear Market or Correction in an Ongoing Bull Market- Which is it?

My June newsletter highlights how to invest in these volatile times. Recession or Stagflation – How markets perform under these differing scenarios

Stock Picking is a winning strategy over Index funds in this current market

Old fashioned stock picking is winning out in a big way. This requires a different skill set than simply buying an index fund.

FFN – N.A Financial 15 Split Corp – Never Invest in this ETF

Many of you know that I have expressed my absolute dislike for this ETF both in my recent book and in my monthly newsletter on many occasions. Many years ago an investor was boasting to me about FFN’s investment performance by saying that you cannot lose. Being suspicious by nature with hybrid investment products like… Continue reading FFN – N.A Financial 15 Split Corp – Never Invest in this ETF