- Rothenberg

Action List Worth A Look

7/23/2010 11:43:53 AM

Our Canadian research comes from National Bank. Since November, 2009, they have produced an Action list where their analysts provide their best ideas. In conjunction with their recommendations, they also recommend when to sell these holdings based on price appreciation or earnings surprises. From November 30th, 2009 to June 30th, 2010, 27 names have appeared [...]

Tax-Free Savings Account Penalties in Abundance

7/7/2010 1:36:49 PM

With 2009 being the first year that people could contribute to TFSA’s, many used the accounts incorrectly and will be subject to penalties of 1% per month on their overcontribution. 70,000 Canadians will be subject to penalties as many used the accounts like regular bank accounts with deposits and withdrawals taking place on a frequent [...]

Consider Corporate Bonds over Alberta Capital Bonds

2/13/2010 4:15:44 PM

The Alberta government announced the rate on Capital bonds on Friday with a rate of 3.3%. The rate is equivalent to what is available on 5 year GIC’s. Considering limited liquidity, you may want to consider buying corporate bonds or 5 year Fixed Rate Reset Preferred shares. The rates on corporate bonds can be as [...]

Alberta Capital Bonds On Their Way

2/2/2010 12:23:50 PM

Albertans are sure to be inundated with marketing on Alberta Capital Bonds in the coming weeks as the Alberta government looks to individuals to raise capital to fund their current deficits. Details of the offering were provided to financial institutions such as ourselves this week. The bonds will go on sale February 16th until March [...]

It’s Time to Rename Tax-Free Savings Accounts

1/25/2010 10:30:43 PM

Reading the Financial Post this weekend, an incredible statistic was reported about TFSA’s. About 90% of all tax-free savings account contributions were held in actual savings accounts earning a paltry .25% give or take. With interest rates like that, who cares if the earnings are tax free as you earned $12.50 over the course of [...]

RRSP Loans…Now More Than Ever

12/21/2009 10:57:12 AM

With Christmas around the corner, the last thing most people are thinking about right now are taxes and RRSP contributions. That being said, this season is the perfect time to start thinking about saving taxes and building your retirement nest egg. A recent survey has shown that most Canadians have not contributed to RRSP’s in [...]