Rising geopolitical tensions and renewed fears of a tariff-driven trade war have injected fresh uncertainty and volatility into global markets. To help investors make sense of it all, we sat down on April 8th with prominent Wall Street strategist, Ed Yardeni, to ask five questions that are top of mind for investors.
Insights: Canada
CMVP — Meet the Champions
Dividend growth investing is a popular strategy for identifying high-quality companies with strong fundamentals as businesses that consistently increase dividends typically demonstrate resilience, robust profitability, and a solid return on equity (ROE). For investors, this means a reliable income stream and long-term capital appreciation.
What Rising Gold Prices Could Mean for AMAX
Gold prices have been on an upward trajectory, driven by macroeconomic uncertainties, central bank demand, and persistent inflationary pressures. While gold itself offers a hedge against market volatility and currency risk, gold mining companies present an additional opportunity by combining exposure to rising gold prices with tangible cash flows and dividends.
BMO/BNS Q1 2025 Takeaways (BNN Video)
Canadian bank earnings season began with BMO and BNS reporting Q1 results. On Tuesday February 25th, 2025, Rob Wessel was on BNN Bloomberg discussing: (i) valuations and key takeaways; (ii) the impact of the U.S. ‘wildcard’ on the Canadian economy and banking sector, and (iii) opportunities for fiscal policies to boost Canadian Bank stocks.
Canadian Banks: Toughest Stock Picking Environment in 30+ Years
On February 13, 2025, we hosted a live Canadian bank webcast with Rob Wessel, Executive Chairman & Co-Founder of Hamilton ETFs and one of Canada’s leading experts in the financial services sector. Rob provided his insights into how investors can navigate one of the most challenging stock picking environments for the Canadian banks in over 30 years reviewed how highly material and idiosyncratic valuation issues affecting…
Replay: Market Outlook with Ed Yardeni (2025-02-05)
Last week, we hosted our 7th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, including three potential market scenarios and his probabilities for each. See below for a replay and key takeaways from the webcast.
HAMILTON CHAMPIONS™ Dividend Growth Playbook
Investing in companies that sustain and/or increase their dividends through different economic cycles is widely regarded as a prudent investing strategy, as sustainable dividend policies typically serve as a proxy for identifying high-quality businesses. Companies with a track record of dividend growth often exhibit strong, reliable cash flows, disciplined capital allocation, and a clear commitment to returning value to shareholders. Such an investing approach can provide…
Canadian Banks Q4 2024: Rob Wessel on BNN Bloomberg
Rob Wessel was on BNN Bloomberg yesterday to provide his insights on the Canadian banks as they report Q4 2024 earnings, which began with Bank of Nova Scotia. He also discusses valuations for the sector and the key themes for investors to watch for this quarter.
Tax-Loss Switch Idea: TD Bank
Despite the S&P/TSX 60 Index returning an impressive +25%[1] gain so far this year, not all sectors and stocks have shared in this growth. TD Bank, one of Canada’s largest financial institutions, has faced significant challenges in 2024, leading to notable declines in its share price (-7.5% YTD1).
Tax-Loss Switch Idea: Telecom Stocks (BCE, T, RCI)
As of November 29, 2024, the S&P/TSX 60 Index posted a robust +25%[1] year-to-date gain, offering positive returns for many Canadian investors. However, this performance has not been uniform across sectors, and the telecom industry in particular has faced notable challenges.
Understanding Tax-Loss Selling: A Guide for Investors
Tax-loss selling, also known as tax-loss harvesting, is a tax management strategy that helps investors reduce their taxable income by realizing (or ‘crystalizing’) losses on underperforming investments held in their non-registered accounts.
Replay: Market Outlook with Ed Yardeni (Sep. 2024)
On September 24, 2024, we hosted our 6th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, including three potential market scenarios and his probabilities for each. See below for a replay of the webcast as well as a written summary.