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The Globe and Mail's Globe Investor section (which replaced Net Worth) is dedicated to giving you what you need to manage your personal finances successfully. Globe Investor appears every Saturday in The Globe and Mail and on globeinvestor.com. View our archive of past Globe Investor issues.
TOP STORY
Will Santa Save The Market?
Nothing is certain in investing, but if history is any guide, the Jolly Old Elf should help out investors this Yule season - just as he has at the end of almost every year for decades. As ANDREW BELL writes, the Santa Claus rally is almost as reliable as presents under the tree
By ANDREW BELL
Chill out: The dude will come through.Well, probably. Nothing's certain in investing, but Santa Claus has helped out investors at the end of almost every year for decades. Markets everywhere attest to his incredible reliability -- that is, the seemingly unstoppable tendency of share prices to rise in December.
From Saturday, December 9, 2000
Consider the taxman when selling a mutual fund
If you have to pay heavy taxes on distributions from a fund showing slim gains or even losses, it may be wiser to unload the loser by the end of this year.
By ANDREW ALLENTUCK
The best-laid plans for investments can be wrecked by taxes. Particularly with a mutual fund that passes gains or losses through to taxable investors, a variety of events can turn decent returns into a huge tax liability or, in the event of a bad year, make it much worse.
From Saturday, December 9, 2000
Couple's prosperity comes at a price
Yugoslav immigrants have been diligent in rebuilding their lives, but would like to get off the earn-and-spend treadmill
By ANDREW ALLENTUCK
When the Cofers landed in Toronto in 1993, they faced a world very different from their native Yugoslavia. They left a land in the midst of an extended civil war for a country they did not know. Soon after they arrived, they had two children -- Nancy, born in 1995, and Robert, in 1998.
From Saturday, December 9, 2000
NET WORTH - 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.
From Saturday, December 9, 2000
On-line investing accounts enter a new era
By ROB CARRICK
On-line investing has officially gone establishment.It used to be that investing on-line through a discount broker was a vote against a system where access to the stock market for small investors was available only through a full-service broker. Most of the discount brokers in Canada are owned by big financial institutions, yet there was still something unconventional about using these services.
From Saturday, December 9, 2000
Why OfficeMax looks like a takeover candidate
By BENJ GALLANDER and BEN STADELMANN
There is one primary reason why the Contra Guys' annualized returns over the past 10 years have been more than 20 per cent and that is our ability to buy companies that eventually are taken over. In a portfolio that normally averages about 30 stocks, we have been involved in four takeovers this year. Last year it was six, two in 1998, and four in 1997. Because this event normally means receiving a substantial premium to the pretakeover price, returns get a turbo-boost. And that is what this game is all about.
From Saturday, December 9, 2000
Readers comment on disability insurance
By GAIL VAZ-OXLADE
The column on disability insurance I did last month brought a torrent of e-mail, more than I've ever received for a single column.Clearly, this is an important issue for people. Here are some of the questions I received, along with my answers, and some of the things readers were kind enough to point out.
From Saturday, December 9, 2000
STARS & DOGS
A selection of this week's winners and losers
By ANDREW BELL
compiled bySTARSPower Corp. POW-TSE $35.50, up 55cents The holding company, which owns Investors Group and Great-West Life, is duller than a weekend with Ontario's greatest lover. But slavering investors are rabid these days for financial stocks, which thrive like toxic mushrooms when interest rates fall. And best of all, big fish Power is turning itself into a bank -- a sure recipe for bloated profits in Canada's fetid protected pond.
From Saturday, December 9, 2000
Tech slump creates opportunities in style
By DUFF YOUNG
What a drag it was. Writing column after column for years about how sure we were that tech stocks would fade and how sturdy value funds looked by contrast.Sturdy they were. They didn't lose money. But they did miss out on a stunning bull market that ran so much longer than any sober analysis would have predicted. Across North America, growth funds outpaced their more contrarian rivals for two solid years. Now, finally, value funds are making up some lost ground in the wake of bombs such as Nortel Networks Corp., which has slid about 50 per cent since July.
From Saturday, December 9, 2000
HOT HAND
A look at what the hot fund manageers are buying
By ANDREW ALLENTUCK
With a 10-per-cent return for three months ended Oct. 31, the Thornmark Dividend and Income Fund clobbered the 0.7-per-cent gain of the median Canadian tactical asset allocation fund for the period, making it the top fund in its category.
From Saturday, December 9, 2000
ASKED & ANSWERED
By ANGELA BARNES
Question: How can I find stock ratings on the Globeinvestor.com site? Answer: Let's say you want to know what analysts think of Nortel Networks Corp. Here is one way you can get it. When you click on the quotes box on globeinvestor.com, you will get a box in which to fill in the symbol, which in Nortel's case, is NT.
