Skip navigation

Globe Portfolio

The Globe and Mail's Smart Money

Archives for 2001

The Globe and Mail's Smart Money section is dedicated to giving you what you need to manage your personal finances successfully and appears every Saturday in The Globe and Mail and on globeinvestor.com

View the archives from:

December 29, 2001

Can PEI couple retire early and live the good life now?
By Andrew Allentuck

Chuck Beider lives in Prince Edward Island where he manages a high-tech business. Pia, his wife, does programming for a government organization.In their mid-thirties, they have two kids, both preschoolers, and the standard-issue equipment for suburban living -- a large house, two cars and a lot of debt.

View all December 29 articles

December 22, 2001

Novel ways to give to charity
By Tim Cestnick

If you haven't made your donations for 2001 yet, TIM CESTNICK has a few ideas to make your charitable giving more effective

View all December 22 articles

December 15, 2001

Is Santa set to deliver?
By Caroline Alphonso

Traditionally, a rally takes place in the market during the last few days of the old year and the first couple of the new year. If you're considering bailing out of stocks, think twice, CAROLINE ALPHONSO writes

View all December 15 articles

December 8, 2001

Year-end tax tips: Part II
By Tim Cestnick

This sequel to TIM CESTNICK'S end-of-year financial advice is geared toward employees, the self-employed and retirees

View all December 8 articles

December 1, 2001

'Tis the season for yearly tax check
By Tim Cestnick

It's a good idea for everyone to take some time before the new year to make sure their finances are in order. Here's a to-do list from TIM CESTNICK to help with the task

View all December 1 articles

November 24, 2001

Financial products on the cheap
By Rob Carrick

Many financial products have been commoditized, ROB CARRICK writes, so it makes sense to comparison shop. With that in mind, we've created a proprietary guide to low-cost Canadian services

View all November 24 articles

November 17, 2001

Beware the wounded bear
By Dave Ebner

North American stocks have soared above their September lows but many analysts are skeptical about whether this market is really out of the woods, DAVE EBNER finds

View all November 17 articles

November 10, 2001

Estate planning: How to prepare for the worst
By Caroline Alphonso

Many Canadians often delay putting their affairs in order. If people knew what troubles can arise when one dies without a will, they would be less likely to avoid this task, CAROLINE ALPHONSO writes

View all November 10 articles

November 3, 2001

Time to renegotiate your mortgage?
By Caroline Alphonso

Rates have not been this low in decades, but if you plan to refinance you should make sure the penalty you pay to break a contract does not negate the gains you are making, CAROLINE ALPHONSO writes

View all November 3 articles

October 27, 2001

Reading, writing and personal finance
By Caroline Alphonso

It's never too early to teach your children how to manage their money, CAROLINE ALPHONSO writes

View all October 27 articles

October 20, 2001

The trouble with ETFs
By Andrew Allentuck

These index holdings have been hammered, but the long-term outlook remains bright for investors, ROB CARRICK writes

View all October 20 articles

October 13, 2001

Newlyweds find it's tough to have it all
By Andrew Allentuck

For newlyweds Jack and Penelope Pipe, life ought to be pretty good in their downtown Toronto apartment. Yet in spite of a combined income of $85,000 a year, no kids and no significant liabilities, the Pipes, (not their real names), find that keeping up with costs is hard.

View all October 13 articles

October 6, 2001

Hedge funds riding the bear
By Rob Carrick

Growth in the fund industry has stagnated along with stock prices, so fund firms are developing new products that take advantage of downturns and appeal to sophisticated investors, ROB CARRICK finds

View all October 6 articles

September 29, 2001

Markets: Everything has changed
By Carolyn Leitch

Our quarterly roundtable predicts that uncertainty will overhang North American stock exchanges for at least the remainder of the year, CAROLYN LEITCH writes

View all September 29 articles

September 22, 2001

The not-so-golden years?
By Andrew Allentuck

With stocks down sharply and interest rates low, retirees face tough choices to maintain income, ANDREW ALLENTUCK writes

View all September 22 articles

September 15, 2001

Shelter from the storm
By Rob Carrick

While catastrophes can send markets reeling, the most basic step in portfolio disaster readiness is diversification, ROB CARRICK writes

View all September 15 articles

September 8, 2001

High-tech sirens fail to lure investor
By Tony Martin

TONY MARTIN interviews a Regina man who has done well by paying off the mortgage to free up investment cash

View all September 08 articles

September 1, 2001

TD Waterhouse gets top on-line grades
By Rob Carrick

In our third annual survey, ROB CARRICK finds that many brokers have improved, despite the prevailing tough market conditions

View all September 01 articles

August 25, 2001

Budget helps grad keep debts down
By Tony Martin

TONY MARTIN profiles a young man new to the work force who learned about investing as a teen

View all August 25 articles

August 18, 2001

Earn less, live more
By David Pyette

Author Alan Dickson measures riches in terms of leisure time spent with family and friends. He'd like to help you do the same, DAVID PYETTE writes

View all August 18 articles

August 11, 2001

Great car bargains abound in the dog days of summer
By Jeremy Cato

Bana Oshana had her heart set on owning a brand new sport-utility vehicle on a budget dictating a monthly payment of less than $500.

View all August 11 articles

August 4, 2001

BEST BUYS

A weekly scorecard of some of the lowest and highest rates and yields across Canada. The survey of mortgages, GICs and car loans - taken from a sample of companies by Cannex Financial Exchanges - covers posted rates only so consumers may be able to haggle for a better deal at some financial institutions.

View all August 4 articles

July 28, 2001

China: Going for gold
By Caroline Alphonso
The country's market potential got a boost when the Olympic Games were awarded to Beijing. Investors could take advantage of the opportunities, CAROLINE ALPHONSO writes

View all July 28 articles

July 21, 2001

Are Argentina's problems contagious?
By Jeffrey Rubin
With global growth staggering to a crawl, emerging markets are once again showing signs of stress. This time it's Argentina.

View all July 21 articles

July 14, 2001

Small stocks, big returns
By Dave Ebner
After years of being ignored by investors, small-cap stocks are enjoying a revival, DAVE EBNER writes

View all July 14 articles

July 7, 2001

Tools of the on-line trade
By Rob Carrick

Using these Web sites, you can find as much information about the stock market as most pros, ROB CARRICK writes

View all July 7 articles

June 30, 2001

A bang from the buck
By Carolyn Leitch
Some economists think the loonie is about to rise against the greenback. There are a few strategies investors can adopt to make some gains, CAROLYN LEITCH finds.

View all June 30 articles

June 23, 2001

Cancer fighters
By Leonard Zehr
Canadian biotech firms are at the forefront in the war against this dreaded disease, biotechnology writer LEONARD ZEHR finds.

View all June 23 articles

June 16, 2001

Active investor learns from his mistakes
By Tony Martin
TONY MARTIN profiles a stock picker who is a hands-on learner

View all June 16 articles

June 9, 2001

The high cost of the high life
By Dave Ebner
In emulating the rarefied lifestyles and free-wheeling consumerism of the rich and famous, ordinary Canadians are getting deeper and deeper into debt, DAVE EBNER finds

View all June 9 articles

June 2, 2001

Poor returns? Blame Canada
By Andrew Willis

How foreign content limits in your retirement portfolios are hurting your investments compared with those in the U.S.

View all June 2 articles

May 26, 2001

The greening of Canadian investors
By Gail Vaz-Oxlade
Socially responsible investing is an option for those who would like to see their money support firms with values similar to their own

View all May 26 articles

May 19, 2001

'Rocks and trees' back in vogue
By Carolyn Leitch
Commodity shares have come to the rescue of the Toronto market, drawing investors back to the sectors they shunned during the tech boom

View all May 19 articles

May 12, 2001

Look beyond index-linked GICs
By Rob Carrick

They pay a few points more than GICs, but don't think that you're investing in the stock market in any meaningful way

View all May 12 articles

May 5, 2001

The saints and sinners investment portfolio
By Kevin McArthur

Here are the ultimate competing portfolios - one blessed with virtue, the other more controversial.

View all May 5 articles

April 28, 2001

A new deal from your broker
By Rob Carrick

For those with hefty investment portfolios, fee-based advice is on the rise.

View all April 28 articles

April 21, 2001

Sucker rally or bull's rebirth?
By Andrew Bell

This week's Fed-fuelled market sprint was truly impressive but the rest of the year could be a frightening teeter-totter for blue-chip stocks

View all April 21 articles

April 14, 2001

Taking a flyer on energy stocks
By Andrew Bell

Oil shares are trading at attractive levels - as long as the price of crude holds up

View all April 14 articles

April 7, 2001

Misener leads pack in stock-picking contest
By Andrew Bell

With three months of the year gone, the C.I. Fund Management Inc. stock picker was whupping his rivals in our annual My One and Only stock picking contest.

View all April 7 articles

March 31, 2001

The Mile High Club
By Andrew Bell and Dave Ebner

We applied an old-fashioned yardstick - the price-to-sales ratio - to generate a list of a dozen major Canadian stocks that appear vulnerable to a selloff.

View all March 31 articles

March 24, 2001

The Bricks-and-Mortar Portfolio
By Andrew Bell, Dave Ebner And Eric Reguly

Here are 12 stalwart Canadian stocks picked using traditional valuation techniques.

View all March 24 articles

March 17, 2001

The sound-sleep portfolio
By Andrew Willis

Good income vehicles are harder to find, but they do exist.

View all March 17 articles

March 10, 2001

Insured for peace of mind
By Gail Vaz-Oxlade

Buying insurance won't save your life or restore your health but it will preserve your assets.

View all March 10 articles

March 3, 2001

Best and Worst Fund Families
By Rob Carrick

The mutual fund families of Canada are a mixed bunch, performance-wise.

View all March 3 articles

February 24, 2001

After the fall
By Andrew Bell

There are significant risks overhanging the stock, and it could go lower yet, Andrew Bell reports.

View all February 24 articles

February 17, 2001

The new Canadian banks
By Andrew Willis

The Big Six have grown in starkly different directions in recent years -- and that has important implications for investors.

View all February 17 articles

February 10, 2001

Fund pros' top picks
By Shirley Won

Mutual fund reporter SHIRLEY WON asked eight experts to venture their best bets for this year.

View all February 10 articles

January 20, 2001

Beyond stock answers
By Rob Carrick

A plethora of companies is now producing independent investment research, ROB CARRICK writes. Sometimes there's a fee - but often it's free.

View all January 6 articles

January 13, 2001

Eight top stock pickers faced off with a plastic Santa in our annual market sweepstakes - Santa won
By Andrew Bell

Santa earned a sizzling 179.2 per cent in 2000 with his selection of Denbury Resources Inc.

View all January 13 articles

January 6, 2001

After the Fed: Outlook 2001
By Andrew Bell and Angela Barnes

Will the Greenspan rally hold? We went to four equity experts for answers

View all January 6 articles

View the archives from:

14-day Free Trial
 

Top globeandmail.com Stories


Back to top