Investment Ideas - The Globe and Mail

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Market Factors: U.S. portfolio pro declares ‘dividend investing is dead’

Plus, why the TSX bank rally is not sustainable

Senior woman using laptop and smartphone stressed with hand on head, shocked with shame and surprise face, angry and frustrated. Fear and upset for mistake.

Senior woman using laptop and smartphone stressed with hand on head, shocked with shame and surprise face, angry and frustrated. Fear and upset for mistake.

6 min read

Seven airline stocks that could take flight as oil prices fall

For Number Cruncher column in Globe Investor/ROB only.

For Number Cruncher column in Globe Investor/ROB only.

For Number Cruncher column in Globe Investor/ROB only.

3 min read

Bullish on Gibson Energy Inc.

Monica Rizk

GTL Crude Oil Transloading Facility (CNW Group/Gibson Energy Inc.)

GTL Crude Oil Transloading Facility (CNW Group/Gibson Energy Inc.)

GTL Crude Oil Transloading Facility (CNW Group/Gibson Energy Inc.)

1 min read

Why markets have a funny way of defying predictions

FILE PHOTO: FILE PHOTO: Crude oil tanker Odessa, carrying UAE crude after passing through the Strait of Hormuz with its Automatic Identification System transponder turned off, navigates the waters at Daesan port, where it is expected to discharge crude oil, in Seosan, South Korea, May 8, 2026. REUTERS/Kim Soo-hyeon/File Photo

FILE PHOTO: FILE PHOTO: Crude oil tanker Odessa, carrying UAE crude after passing through the Strait of Hormuz with its Automatic Identification System transponder turned off, navigates the waters at Daesan port, where it is expected to discharge crude oil, in Seosan, South Korea, May 8, 2026. REUTERS/Kim Soo-hyeon/File Photo

FILE PHOTO: FILE PHOTO: Crude oil tanker Odessa, carrying UAE crude after passing through the Strait of Hormuz with its Automatic Identification System transponder turned off, navigates the waters at Daesan port, where it is expected to discharge crude oil, in Seosan, South Korea, May 8, 2026. REUTERS/Kim Soo-hyeon/File Photo

3 min read

newsletter

Market Factors: Top picks in REITs amid rising return expectations

5 min read

More articles

Yesterday

Senior woman using laptop and smartphone stressed with hand on head, shocked with shame and surprise face, angry and frustrated. Fear and upset for mistake.

Senior woman using laptop and smartphone stressed with hand on head, shocked with shame and surprise face, angry and frustrated. Fear and upset for mistake.

newsletter

Market Factors: U.S. portfolio pro declares ‘dividend investing is dead’

6 min read

July 7, 2026

For Number Cruncher column in Globe Investor/ROB only.

For Number Cruncher column in Globe Investor/ROB only.

number cruncher

Seven airline stocks that could take flight as oil prices fall

3 min read

July 7, 2026

GTL Crude Oil Transloading Facility (CNW Group/Gibson Energy Inc.)

GTL Crude Oil Transloading Facility (CNW Group/Gibson Energy Inc.)

Bullish on Gibson Energy Inc.

Monica Rizk

1 min read

July 6, 2026

FILE PHOTO: FILE PHOTO: Crude oil tanker Odessa, carrying UAE crude after passing through the Strait of Hormuz with its Automatic Identification System transponder turned off, navigates the waters at Daesan port, where it is expected to discharge crude oil, in Seosan, South Korea, May 8, 2026. REUTERS/Kim Soo-hyeon/File Photo

FILE PHOTO: FILE PHOTO: Crude oil tanker Odessa, carrying UAE crude after passing through the Strait of Hormuz with its Automatic Identification System transponder turned off, navigates the waters at Daesan port, where it is expected to discharge crude oil, in Seosan, South Korea, May 8, 2026. REUTERS/Kim Soo-hyeon/File Photo

Why markets have a funny way of defying predictions

3 min read

July 6, 2026

newsletter

Market Factors: Top picks in REITs amid rising return expectations

5 min read

July 3, 2026

A live feed shows SpaceX CEO Elon Musk on the day of SpaceX's initial public offering at the Nasdaq MarketSite, in New York City, on June 12.

A live feed shows SpaceX CEO Elon Musk on the day of SpaceX's initial public offering at the Nasdaq MarketSite, in New York City, on June 12.

opinion

Gold, bitcoin, SpaceX and the dangers of market chameleons

Tom Bradley

3 min read

July 2, 2026

For Number Cruncher column in Globe Investor/ROB only.

For Number Cruncher column in Globe Investor/ROB only.

number cruncher

13 Canadian stocks leading this week’s sector rally

3 min read

July 2, 2026

Man holding magic ball researching finance trends. Money, investing, fintech concept. Vector illustration.

Man holding magic ball researching finance trends. Money, investing, fintech concept. Vector illustration.

The David advantage: Why retail investors can beat Wall Street

4 min read

June 30, 2026

For Number Cruncher column in Globe Investor/ROB only.

For Number Cruncher column in Globe Investor/ROB only.

number cruncher

Nine profitable global semiconductor companies

3 min read

June 30, 2026

A vehicle assembly technician works on a 2025 Ford Expedition during a media tour to launch the 2025 Ford Expedition at the Ford Motor Company Kentucky Truck Plant, April 30, 2025, in Louisville, Ky.

A vehicle assembly technician works on a 2025 Ford Expedition during a media tour to launch the 2025 Ford Expedition at the Ford Motor Company Kentucky Truck Plant, April 30, 2025, in Louisville, Ky.

Bullish on Ford Motor Co.

Monica Rizk

1 min read

June 29, 2026

Specialist Philip Finale works on the floor of the New York Stock Exchange, Friday, June 26, 2026. (AP Photo/Richard Drew)

Specialist Philip Finale works on the floor of the New York Stock Exchange, Friday, June 26, 2026. (AP Photo/Richard Drew)

opinion

What the ‘volatility anomaly’ can tell us about a possible stock market bubble

George Athanassakos

3 min read

June 29, 2026

Copper ingots ready for export are stacked at the Kamoa Copper S.A. facility in Kolwezi, in the southeastern Democratic Republic of the Congo, on May 20, 2026. In vast warehouses at the Kamoa copper mine in the southeastern DR Congo, mountains of reddish rocks pile up as the machines grind away day and night.
As big as a small country, the deposit is one of the Democratic Republic of Congo's hidden treasures -- the centre of a global race for critical minerals.
In the ultra-modern installations, thousands of workers churn out the red gold -- coveted by international markets for its exceptionally high copper content.
China has long been mining it and now, too, the United States is vying for a share, seeking to challenge Beijing's hold on the strategic minerals used to make cars, phones and weapons. (Photo by GLODY MURHABAZI / AFP via Getty Images)

Copper ingots ready for export are stacked at the Kamoa Copper S.A. facility in Kolwezi, in the southeastern Democratic Republic of the Congo, on May 20, 2026. In vast warehouses at the Kamoa copper mine in the southeastern DR Congo, mountains of reddish rocks pile up as the machines grind away day and night.
As big as a small country, the deposit is one of the Democratic Republic of Congo's hidden treasures -- the centre of a global race for critical minerals.
In the ultra-modern installations, thousands of workers churn out the red gold -- coveted by international markets for its exceptionally high copper content.
China has long been mining it and now, too, the United States is vying for a share, seeking to challenge Beijing's hold on the strategic minerals used to make cars, phones and weapons. (Photo by GLODY MURHABAZI / AFP via Getty Images)

on commodities

Can copper prices keep pushing higher?

4 min read

June 29, 2026

Options traders Serge Marinovich, left, and Phil Phil Fracassini work on the floor of the New York Stock Exchange, Friday, June 26, 2026. (AP Photo/Richard Drew)

Options traders Serge Marinovich, left, and Phil Phil Fracassini work on the floor of the New York Stock Exchange, Friday, June 26, 2026. (AP Photo/Richard Drew)

newsletter

Market Factors: The U.S. market’s big rotation - and why I missed it

6 min read

June 25, 2026

NEW YORK, NEW YORK - JUNE 10: Traders work on the floor of the New York Stock Exchange during afternoon trading on June 10, 2026 in New York City. Stocks were significantly down at the closing of the market with the Dow Jones losing over 800 points after U.S. President Donald Trump stated that negotiations with Iran were taking “too long” and threatened more action causing oil prices to rise. (Photo by Michael M. Santiago/Getty Images)

NEW YORK, NEW YORK - JUNE 10: Traders work on the floor of the New York Stock Exchange during afternoon trading on June 10, 2026 in New York City. Stocks were significantly down at the closing of the market with the Dow Jones losing over 800 points after U.S. President Donald Trump stated that negotiations with Iran were taking “too long” and threatened more action causing oil prices to rise. (Photo by Michael M. Santiago/Getty Images)

Rosenberg Research: How to invest if the U.S.-Iran peace deal has legs

6 min read

June 25, 2026

For Number Cruncher column in Globe Investor/ROB only.

For Number Cruncher column in Globe Investor/ROB only.

number cruncher

Canadian stocks with decades of continuous and rising dividends

3 min read

June 24, 2026

For Number Cruncher column in Globe Investor/ROB only.

For Number Cruncher column in Globe Investor/ROB only.

number cruncher

Searching for European momentum stocks in a frothy market

4 min read

June 24, 2026

Canadian banks face another round of shareholder proposals focused on environmental, social and governance issues at their annual meetings this year, but few new resolutions on climate. TD Bank and Bank of Montreal signage is pictured in the financial district in Toronto, Friday, Sept. 8, 2023. THE CANADIAN PRESS/Andrew Lahodynskyj

Canadian banks face another round of shareholder proposals focused on environmental, social and governance issues at their annual meetings this year, but few new resolutions on climate. TD Bank and Bank of Montreal signage is pictured in the financial district in Toronto, Friday, Sept. 8, 2023. THE CANADIAN PRESS/Andrew Lahodynskyj

newsletter

Market Factors: Bank stocks are expensive, but still a good investment

5 min read

June 23, 2026

For Number Cruncher column in Globe Investor/ROB only.

For Number Cruncher column in Globe Investor/ROB only.

number cruncher

Ten Canadian companies raising dividends at a double-digit pace

3 min read

June 23, 2026

Bullish potential on Intact Financial Corp.

Monica Rizk

1 min read

June 22, 2026

For Number Cruncher column in Globe Investor/ROB only.

For Number Cruncher column in Globe Investor/ROB only.

number cruncher

10 stocks with steady revenue and reasonable valuations for a slower Canadian economy

3 min read

June 22, 2026

Falling Canadian dollar coins or loonies are pictured in North Vancouver, B.C. Wednesday, May 29, 2019. THE CANADIAN PRESS/Jonathan Hayward

Falling Canadian dollar coins or loonies are pictured in North Vancouver, B.C. Wednesday, May 29, 2019. THE CANADIAN PRESS/Jonathan Hayward

newsletter

Market Factors: Loonie set for a beating if this economist is right

5 min read

June 22, 2026

This satellite communication professional’s TFSA has skyrocketed to $670,000. He’s now using AI for further advice

5 min read

June 20, 2026

Interest rate forecast, FED and Central bank financial policy, search for investment profit or banking loan payment concept, confident businessman climb up percentage sign see vision on telescope.

Interest rate forecast, FED and Central bank financial policy, search for investment profit or banking loan payment concept, confident businessman climb up percentage sign see vision on telescope.

‘Fixed income’ has become a catch-all term. It shouldn’t be

4 min read

June 18, 2026

For Number Cruncher column in Globe Investor/ROB only.

For Number Cruncher column in Globe Investor/ROB only.

number cruncher

Top U.S. stocks ranked by Trading Central’s quantitative model

3 min read

June 17, 2026

(FILES) This photograph shows servers inside the data centre of French company OVHcloud in Roubaix, northern France on April 3, 2025. In northern France Hauts-de-France region, data centre projects are springing up, with massive investments that could turn it into an "AI valley", thanks to its geographical advantages and a tried-and-tested approach already used for its "battery valley". (Photo by Sameer Al-DOUMY / AFP via Getty Images)

(FILES) This photograph shows servers inside the data centre of French company OVHcloud in Roubaix, northern France on April 3, 2025. In northern France Hauts-de-France region, data centre projects are springing up, with massive investments that could turn it into an "AI valley", thanks to its geographical advantages and a tried-and-tested approach already used for its "battery valley". (Photo by Sameer Al-DOUMY / AFP via Getty Images)

opinion

Why AI hope and horror both miss the mark

Ken Fisher

4 min read

June 17, 2026

The billboard at the Nasdaq stock exchange in Manhattan promotes the initial public offering of SpaceX on Friday, June 12, 2026.

The billboard at the Nasdaq stock exchange in Manhattan promotes the initial public offering of SpaceX on Friday, June 12, 2026.

newsletter

Market Factors: ‘The IPO that changed the world’ to spur renewed rally

5 min read

June 16, 2026

FILE PHOTO: A graphic on a screen tracks the Dow Jones Industrial Average on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., November 20, 2025. REUTERS/Brendan McDermid/File Photo

FILE PHOTO: A graphic on a screen tracks the Dow Jones Industrial Average on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., November 20, 2025. REUTERS/Brendan McDermid/File Photo

opinion

When expected returns became minimum acceptable returns

Kevin Foley

5 min read

June 16, 2026

For Number Cruncher column in Globe Investor/ROB only.

For Number Cruncher column in Globe Investor/ROB only.

number cruncher

Seven Canadian small-cap stocks with cheap valuations

3 min read

June 16, 2026

Bullish on Freeport-McMoRan Inc.

Monica Rizk

1 min read

June 15, 2026

For Number Cruncher column in Globe Investor/ROB only.

For Number Cruncher column in Globe Investor/ROB only.

number cruncher

Gold faces fork in the road as tentative peace deal reached in Middle East

4 min read

June 15, 2026

newsletter

Market Factors: Water, labour and power shortages bring opportunity while threatening AI expansion

6 min read

June 12, 2026

FILE PHOTO: Elon Musk raises his phone towards the sky during a joint news conference with T-Mobile CEO Mike Sievert (not pictured) at the SpaceX Starbase, in Brownsville, Texas, U.S., August 25, 2022. REUTERS/Adrees Latif/File Photo

FILE PHOTO: Elon Musk raises his phone towards the sky during a joint news conference with T-Mobile CEO Mike Sievert (not pictured) at the SpaceX Starbase, in Brownsville, Texas, U.S., August 25, 2022. REUTERS/Adrees Latif/File Photo

opinion

Why the SpaceX IPO will mark a market top

Anthony Scilipoti

3 min read

June 12, 2026

A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., March 23, 2026. REUTERS/Brendan McDermid

A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., March 23, 2026. REUTERS/Brendan McDermid

opinion

Flashbacks to the dot-com crash show investors are ignoring the math again

Sam Sivarajan

4 min read

June 11, 2026

For Number Cruncher column in Globe Investor/ROB only.

For Number Cruncher column in Globe Investor/ROB only.

number cruncher

Beaten-down stocks with reliable dividends and new leadership

3 min read

June 10, 2026

newsletter

Market Factors: ‘Too many red flags’ - Prominent Wall Street strategist says take profits

6 min read