Welcome to The New Investor Index:
Click here for a welcome message to a new feature on TMWTFS that is provided with the intention of helping new and existing investors find sources of information for educational purposes.
TMWTFS Authored Content:
Fundamental Stock Analysis 101:
Taking Stock in IGM:
Click here for a welcome message to a new feature on TMWTFS that is provided with the intention of helping new and existing investors find sources of information for educational purposes.
TMWTFS Authored Content:
Fundamental Stock Analysis 101:
Taking Stock in IGM:
Part IV:
Decisions on Mutual Funds:
A beginners perspective on my process for how to analyze mutual funds
See Also: Mutual Fund Investor Interview
15 Simple Solutions:
Here are fifteen simple fundamentals an investor should follow to help improve success when investing
Wrap Accounts & Mutual Funds:
An analysis of wrap or “actively managed” mutual funds with an emphasis on the extra fees that are charged vs. individual funds
Wraps Revisited:
A follow-up post on wrap mutual funds examining how profitable they are to the fund companies and their growth in the industry over the past few years
Rule of 72:
Demonstrates how compound interest impacts returns for investors over the long-term
30% today vs. 50% tomorrow:
An important lesson of why an investor should take profits when the opportunity arises
The Situational Analysis:
My process for analyzing stocks
The Foster Effect:
A description of the dangers that new investors face after reading the books authored by Derek Foster
Confessions of a Value Investor:
A series of my publicly acknowledged investing mistakes
Part I
Decisions on Mutual Funds:
A beginners perspective on my process for how to analyze mutual funds
See Also: Mutual Fund Investor Interview
15 Simple Solutions:
Here are fifteen simple fundamentals an investor should follow to help improve success when investing
Wrap Accounts & Mutual Funds:
An analysis of wrap or “actively managed” mutual funds with an emphasis on the extra fees that are charged vs. individual funds
Wraps Revisited:
A follow-up post on wrap mutual funds examining how profitable they are to the fund companies and their growth in the industry over the past few years
Rule of 72:
Demonstrates how compound interest impacts returns for investors over the long-term
30% today vs. 50% tomorrow:
An important lesson of why an investor should take profits when the opportunity arises
The Situational Analysis:
My process for analyzing stocks
The Foster Effect:
A description of the dangers that new investors face after reading the books authored by Derek Foster
Confessions of a Value Investor:
A series of my publicly acknowledged investing mistakes
Part I
Part II
The Art of Discipline:
A great read for a new investor struggling with risk, remaining patient and understanding their own behaviour when investing
The Importance of Business Fundamentals:
A discussion of the importance between an investor examining quantitative data and qualitative fundamentals
If it don’t make dollars, it won’t make ¢ents:
One of the founding teachings and some history on a long-time mentor
Building an Investment Portfolio:
A four part series that I believe all new investors should complete prior to investing
Part I
Part II
Part III
Part IV
Finding a Financial Advisor:
A description of what I believe are important factors to consider when looking for a financial advisor
The Bond Guide - Investment Guide to Corporate Bonds
A detailed post introducing key concepts and resources an investor new to fixed income can use to maximize gains and reduce risk
Healthcare Mutual Funds:
A two part series that highlights the dangers of a fund being overly diversified and the impact on returns
Part I
Part II
My Triage Format:
A unique perspective of how you take the knowledge you already have in life and apply that to investing fundamentals
Coming Across Stocks:
How I routinely come across various investing opportunities or strategies incorporating observations from everyday life
My Top Ten Reads:
A list of the Top Ten investment related books that I recommend any investor read for an in depth understanding of fundamentals and discipline. The list includes content for both beginner and advanced investors.
Favourite Threads:
A list of links lead to discussion threads that I’ve found to be informative resources on various topics of investing over the years.
The Art of Hitting the Long Ball:
I use a baseball analogy of why you can’t bat .500 all the time and why consistency matters
Dividend Investor Interview:
A series of interviews with peers who practice a dividend investing approach
Interview I
The Art of Discipline:
A great read for a new investor struggling with risk, remaining patient and understanding their own behaviour when investing
The Importance of Business Fundamentals:
A discussion of the importance between an investor examining quantitative data and qualitative fundamentals
If it don’t make dollars, it won’t make ¢ents:
One of the founding teachings and some history on a long-time mentor
Building an Investment Portfolio:
A four part series that I believe all new investors should complete prior to investing
Part I
Part II
Part III
Part IV
Finding a Financial Advisor:
A description of what I believe are important factors to consider when looking for a financial advisor
The Bond Guide - Investment Guide to Corporate Bonds
A detailed post introducing key concepts and resources an investor new to fixed income can use to maximize gains and reduce risk
Healthcare Mutual Funds:
A two part series that highlights the dangers of a fund being overly diversified and the impact on returns
Part I
Part II
My Triage Format:
A unique perspective of how you take the knowledge you already have in life and apply that to investing fundamentals
Coming Across Stocks:
How I routinely come across various investing opportunities or strategies incorporating observations from everyday life
My Top Ten Reads:
A list of the Top Ten investment related books that I recommend any investor read for an in depth understanding of fundamentals and discipline. The list includes content for both beginner and advanced investors.
Favourite Threads:
A list of links lead to discussion threads that I’ve found to be informative resources on various topics of investing over the years.
The Art of Hitting the Long Ball:
I use a baseball analogy of why you can’t bat .500 all the time and why consistency matters
Dividend Investor Interview:
A series of interviews with peers who practice a dividend investing approach
Interview I
Interview II
Evaluating Stocks:
An insight into how I evaluate stocks
Needs vs. Wants:
A basic comparison of the differences between both for an investor
Why your Cash Flow should be King:
A post on the emphasis an investor should make on personal cashflow
Stock Analyses:
A list of detailed stock analyses on a number of stocks from different investing, fundamental and value perspectives.
Russel Metals
IGM Financial (4 Part Series)
Whirlpool
Bank of Nova Scotia
Tibco Software
Thomson-Reuters (II)
Exelon
Credicorp
Evaluating Stocks:
An insight into how I evaluate stocks
Needs vs. Wants:
A basic comparison of the differences between both for an investor
Why your Cash Flow should be King:
A post on the emphasis an investor should make on personal cashflow
Stock Analyses:
A list of detailed stock analyses on a number of stocks from different investing, fundamental and value perspectives.
Russel Metals
IGM Financial (4 Part Series)
Whirlpool
Bank of Nova Scotia
Tibco Software
Thomson-Reuters (II)
Exelon
Credicorp
Johnson & Johnson
Manulife Financial
Coca-Cola
Pfizer
Investor Resources:
Investopedia:
A fantastic reference for looking up terms and definitions
ABCs of Investing:
Manulife Financial
Coca-Cola
Pfizer
Investor Resources:
Investopedia:
A fantastic reference for looking up terms and definitions
ABCs of Investing:
An excellent blog with the aim to help educate people who have little or no investment knowledge
Couch Potato Portfolio:
One of the best resources for explaining the index investing strategy that so many now practice
Shakes Primer:
Shakespeare’s Investment Primer is one of the best online resources for investing education authored by Canadian Keith Betty.
Dividend Based Investing:
For investors already interested in shares of companies that pay dividends this website provides numerous articles, resources and information.
The Stingy Investor:
Provides recent news of interest for investors on a variety of topics with a slight focus on value investing
Financial Webring:
This is an informal group of largely Canadian based website that features blogs, online forums, investing resources and information on a wide variety of topics.
The Investment Blog Directory:
Site that provides an expansive list of personal finance blogs, professional investor blogs, investor information sites and investing networks found on the web
Dividends Anonymous:
A site devoted to investors who have an addition to dividends
SEDAR:
System for Electronic Document Analysis and Retrieval lists documents for all publicly traded companies in Canada. If you need financial documents on any Canadian company, this should be your first stop.
The Retail Investor:
This site focuses on important investing fundamentals and looks to dismiss many of the common myths heard and references within the industry.
Stockchase:
For those investors who enjoy hearing what the professionals have to say on various investments, this website features commentary from BNN guests on Market Call and Market Call Tonight that are categorized both by investment and guest name.
Investing for Beginners Discussion Forums:
Both subforums at Financial Webring Forum and Canadian Business Online offer an extensive list of topics discussed by various investors where questions can be answered by investing peers with diverse backgrounds.
Business News/Media Sites:
Morningstar Canada - provides information, tools and analysis on various Canadian mutual funds
Globeinvestor/Globefund - provides information, tools and analysis on various Canadian investments from the globeandmail.
BNN - the website for the Business News Network that provides online news, blogs and commentary
BusinessWeek - provides various business related news
Toron Investment Management:
Don't let the name fool you and know that it is rare that a company in the financial services industry is willing to provide free and unbiased advice to beginners. Their focus is to make each investor better by allowing them to understand how the industry works and why fundamentals are important.
Couch Potato Portfolio:
One of the best resources for explaining the index investing strategy that so many now practice
Shakes Primer:
Shakespeare’s Investment Primer is one of the best online resources for investing education authored by Canadian Keith Betty.
Dividend Based Investing:
For investors already interested in shares of companies that pay dividends this website provides numerous articles, resources and information.
The Stingy Investor:
Provides recent news of interest for investors on a variety of topics with a slight focus on value investing
Financial Webring:
This is an informal group of largely Canadian based website that features blogs, online forums, investing resources and information on a wide variety of topics.
The Investment Blog Directory:
Site that provides an expansive list of personal finance blogs, professional investor blogs, investor information sites and investing networks found on the web
Dividends Anonymous:
A site devoted to investors who have an addition to dividends
SEDAR:
System for Electronic Document Analysis and Retrieval lists documents for all publicly traded companies in Canada. If you need financial documents on any Canadian company, this should be your first stop.
The Retail Investor:
This site focuses on important investing fundamentals and looks to dismiss many of the common myths heard and references within the industry.
Stockchase:
For those investors who enjoy hearing what the professionals have to say on various investments, this website features commentary from BNN guests on Market Call and Market Call Tonight that are categorized both by investment and guest name.
Investing for Beginners Discussion Forums:
Both subforums at Financial Webring Forum and Canadian Business Online offer an extensive list of topics discussed by various investors where questions can be answered by investing peers with diverse backgrounds.
Business News/Media Sites:
Morningstar Canada - provides information, tools and analysis on various Canadian mutual funds
Globeinvestor/Globefund - provides information, tools and analysis on various Canadian investments from the globeandmail.
BNN - the website for the Business News Network that provides online news, blogs and commentary
BusinessWeek - provides various business related news
Toron Investment Management:
Don't let the name fool you and know that it is rare that a company in the financial services industry is willing to provide free and unbiased advice to beginners. Their focus is to make each investor better by allowing them to understand how the industry works and why fundamentals are important.
(I hold no financial interest in any of the information provided nor
have I been compensated for listing any of the preceding sites)
have I been compensated for listing any of the preceding sites)
