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The Globe and Mail's Smart Money

Archives for 2002

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

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December 28, 2002

Young couple looking for downtown lifestyle
By Catherine Mulroney

Mike Murphy and Sandy Taylor (not their real names) have one overriding criterion in their search for a home: They want to be on the subway line in Toronto.''We're urban people,'' Mike explains. ''We're simply not interested in moving to the 'burbs. We like being able to walk to shops and restaurants.''

View all December 28 articles

December 21, 2002

Computer grad wastes not, wants not
By Tony Martin

This week TONY MARTIN profiles a young software developer who picked up investing tips at his father's knee back in India

View all December 21 articles

December 14, 2002

Forget bubble talk about income trusts
By Rob Carrick

These vehicles have blossomed to the point that the market may have topped out but they're still attractive if you're looking for income, ROB CARRICK writes

View all December 14 articles

December 7, 2002

Here comes Santa Claus
By Caroline Alphonso

That jolly old elf almost always comes through for investors CAROLINE ALPHONSO finds, making December a red-letter month for the stock market

View all December 7 articles

November 30, 2002

Tis the season for tax tips
By Tim Cestnick

As the holidays approach, you probably are juggling many things on your to-do list. But Tim Cestnick advises that you might want to find time to do some tax planning before the year ends

View all November 30 articles

November 23, 2002

Need a loan? There's no place like home
By Rob Carrick

The cheapest way to borrow is to use debt secured by the value of your house, ROB CARRICK writes

View all November 23 articles

November 16, 2002

How to ensure your vintage years
By Caroline Alphonso

As baby boomers age, they need to start adjusting their nest eggs so they can retire comfortably, CAROLINE ALPHONSO writes

View all November 16 articles

November 9, 2002

House boom eases market pains
By Rob Carrick

Gains in property prices can come close to or exceed your investing losses.

View all November 09 articles

November 2, 2002

Accountant crunches numbers on retirement
By Andrew Allentuck

Irene Quillen makes her living as an accountant, crunching numbers for a municipal school board in Toronto. Her prowess with figures has proved useful in planning her retirement. At 49, she is in good health in spite of serious past illnesses and earns $55,000 a year.

View all November 02 articles

October 26, 2002

Armour for your portfolio
By Rob Carrick

If you're an investor who wants growth but not risk, index-linked GICs might be for you, writes ROB CARRICK

View all October 26 articles

October 19, 2002

A look inside fund returns
By Rob Carrick

Expenses take a big bite out of the gains of many mutual funds, writes ROB CARRICK

View all October 19 articles

October 12, 2002

Math prof tests investing formulas, strategies
By Tony Martin

This week, TONY MARTIN profiles retired University of Waterloo professor Peter Ponzo, who has found statistics have limits when trying to predict the future

View all October 12 articles

October 05, 2002

What's next move for investors?
By Rob Carrick

With markets coming off their worst quarter since the 1987 crash, ROB CARRICK asks four experts where we go from here

View all October 05 articles

September 28, 2002

Can mergers save telecom?
By Dave Ebner

Investors would be wise to avoid the smoking wreckage that the sector has become, writes DAVE EBNER. Some observers expect there will be bankruptcies

View all September 28 articles

September 21, 2002

Is silver a better hedge than gold?
By Dave Ebner

In times of crisis like these, silver may offer a safer haven than the traditional refuge of gold, but there are fewer stocks with exposure to silver, DAVE EBNER writes

View all September 21 articles

September 14, 2002

BMO tops the list of on-line brokers
By Rob Carrick

The winner of our fourth annual ranking offers a lot of what mainstream investors need, ROB CARRICK writes

View all September 14 articles

September 7, 2002

Europe offers a rich alternative
By Angela Barnes

Corporate earnings growth is stronger than in the U.S. and the adoption of the euro by 12 nations has made it easier to conduct business, ANGELA BARNES writes

View all September 7 articles

August 31, 2002

Business management professor fears going broke
By Andrew Allentuck

At the age of 44, Florence Frank (not her real name), faces bankruptcy. A professor of business management with an advanced degree in her field, she teaches at a distinguished university. Her home is in a small town in Ontario.

View all August 31 articles

August 24, 2002

Asia: Not for the faint of heart
By Caroline Alphonso

Although Asian markets outperformed others in the first half of this year, many are now struggling as a result of U.S. downturn, CAROLINE ALPHONSO writes

View all August 24 articles

August 17, 2002

In search of growing markets
By Dave Ebner

DAVE EBNER begins this series with an in-depth look at the emerging markets of Russia, India and South Africa

View all August 17 articles

August 10, 2002

Are bonds really safe?
By Dave Ebner

If inflation climbs from its present muted level, lofty U.S. government bond prices could tumble markedly.

View all August 10 articles

August 3, 2002

Does your portfolio stack up?
By Rob Carrick

Benchmarking your investments isn't difficult, but you need to use the right indicators, ROB CARRICK writes

View all August 3 articles

July 27, 2002

Seeking bargains among the thorns
by Dave Ebner

Potential longer-term rewards appear to outweigh immediate risks on the stock market, suggesting investors should seize opportunities that have arisen from the selloff, DAVE EBNER writes

View all July 27 articles

July 20, 2002

Analysts who've made the grade
By Andrew Willis

Through this bear market, some stock pickers have made money for their clients. ANDREW WILLIS takes a look at a half-dozen of the pros who made good calls in bad times, and what firms they recommend

View all July 20 articles

July 13, 2002

If there's a summer rally, it will be perilous, brief
By Michael Den Tandt

Will we see a summer rally? Possibly. But it will be as dicey, fickle and treacherous a rebound as we've seen in recent memory. The rally won't happen because stocks are "oversold," or investors have "capitulated," or all the planets of the solar system are lined up just so, or because there's been a subtle shift in the migratory pattern of wild scarlet macaws.

View all July 13 articles

July 06, 2002

Are markets just a roll of the dice?
By DAVE EBNER

DAVE EBNER takes a look at a recent business bestselling book that considers the role of chance in financial markets

View all July 6 articles

June 29, 2002

Will stocks recover in 2nd half?
By Angela Barnes and Carolyn Leitch

Four market experts offer their views and favourite picks to investment reporters ANGELA BARNES and CAROLYN LEITCH

View all June 29 articles

June 22, 2002

How to find the right U.S. index
By Rob Carrick

Which should you buy? The answer depends on your own needs and preferences. To help you sort things out, ROB CARRICK has assembled information on five stock indexes that will give you exposure to the wider U.S. market

View all June 22 articles

June 15, 2002

Looking for winners in pollution cleanup
By Dave Ebner

The environmental sector holds huge potential, and as much uncertainty this early in the game, DAVE EBNER finds. The sector is volatile, but some investors expect it to be the next big stock boom

View all June 15 articles

June 08, 2002

Is it time to unload gold stocks?
By Allan Robinson

Investors are faced with a split in opinion on whether to buy or sell bullion shares, ALLAN ROBINSON writes

View all June 8 articles

June 01, 2002

Time to flee structured funds?
By Rob Carrick

One of the worst things about having an investing decision backfire on you is that you're so often made to feel like a dummy by experts who knew better.

View all June 1 articles

May 25, 2002

Small caps still have legs
By Shirley Won and Angela Barnes

Small is beautiful -- once again.Canadian small-capitalization stocks and mutual funds have been on a tear over the past year, racking up returns that outperform their larger peers.

View all May 25 articles

May 18, 2002

Financial tips for grads starting out
By Caroline Alphonso

Many graduates start their careers burdened with debt, CAROLINE ALPHONSO writes. Here are suggestions for surviving after school

View all May 18 articles

May 11, 2002

When bad things happen to good investors
By Andrew Allentuck

Ethical funds may be fine for the soul but their current returns suggest they may be less than healthy for the pocketbook. ROB CARRICK looks at whether this is just a temporary slump

View all May 11 articles

May 4, 2002

FINANCIAL FACELIFT
By Andrew Allentuck

Civil servants on track for retirement

View all May 4 articles

April 27, 2002

Have stock markets lost their lift?
By Dave Ebner

Factoring in both boom and bust, the major market indexes haven't risen in four years, DAVE EBNER writes. There are signs shares are in for a lengthy period of weak growth

View all April 27 articles

April 20, 2002

Civil servant runs a tight ship
By Tony Martin

This week TONY MARTIN profiles Tim Wilson, who has the freedom to make investing decisions without jeopardizing his family's financial future

View all April 20 articles

April 13, 2002

Stock picks for turbulent times
By Carolyn Leitch

Money managers see upheaval as chance to buy stocks cheap, CAROLYN LEITCH writes

View all April 13 articles

April 6, 2002

Big is beautiful in the fund world
space
By Rob Carrick

Of the largest 10 mutual funds, most have done a good job long term of making money for investors, ROB CARRICK writes

View all April 6 articles

March 30, 2002

This year's top 10 tax tips
By Tim Cestnick

Important decisions about what to include in your return are often made in haste -- to your misfortune. Here's sound advice that could save you some cash

View all March 30 articles

March 23, 2002

Balance sheets: Obey the signs
By Dave Ebner

Looking at a couple of crucial items on both sides of a company's ledger allows investors to determine several important things, DAVE EBNER writes

View all March 23 articles

March 16, 2002

Where to get the goods on stocks
By Rob Carrick

ROB CARRICK'S second annual survey of independent equity analysis reveals that there is a wide range of choices available when it comes to research

View all March 16 articles

March 9, 2002

Housing: Sellers rule the roost
By Shirley Won

Low rates and consumer confidence have fuelled homes sales across Canada, SHIRLEY WON writes

View all March 9 articles

March 2, 2002

How to invest after Enron
By Caroline Alphonso

It's been a steady diet of bad news for the markets lately, but there's still hope for stocks, writes CAROLINE ALPHONSO

View all March 2 articles

February 23, 2002

Early-stage tech investor dreams of the big payoff
By Tony Martin

Venture financing holds a special appeal for Mike Volker, TONY MARTIN writes

View all February 23 articles

February 16, 2002

Pros pick best bond, balanced funds
By Gail El Baroudi

Eight experts choose funds for RRSPs they think are likely to excel this year

View all February 16 articles

February 9, 2002

Experts pick their top funds
By Gail El Baroudi

Eight pros make their choices for Canadian and foreign equity funds that are likely to excel in '02

View all February 9 articles

February 2, 2002

How to find your financial guru
By Rob Carrick

Hiring a financial expert is really just filling a job opening for a specialist to help you managing your investments. It pays to be thorough, ROB CARRICK writes

View all February 2 articles

January 26, 2002

BMO InvestorLine tops our list
By Allan Robinson

Savvy investors figure out their needs and then pick a broker. In our third annual survey of on-line brokers, ROB CARRICK ranks 14 of them in six key areas for self-directed RRSPs.

View all January 26 articles

January 19, 2002

Is there a new gold rush ahead?
By Rob Carrick

You have to be a nimble trader to take advantage of the volatility in gold share prices. But there are indications that the time could be right to invest in the sector, ALLAN ROBINSON reports

View all January 19 articles

January 12, 2002

Buzz Lightyear takes his best shot
By David Pyette

A few days ago, Luke Den Tandt spread out the stock pages of Report on Business on a table, and picked up his new Christmas toy, Buzz Lightyear. With help from Buzz, a character from the movie Toy Story, Luke pinpointed printing and media giant Quebecor Inc. (QBR.B-TSE) as his choice for this year's My One And Only stock-picking contest.

View all January 12 articles

January 5, 2002

Stock picks from the pros for '02
By Angela Barnes

Four market watchers offer investment reporter ANGELA BARNES their predictions for the year ahead.

View all January 5 articles

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