In Brief
Deal Faster with Losers
- February 3, 2012
Getting out from under falling stocks sooner is one way to improve on our solid performance from 2011.
Focus on Reality, Not Perception
- January 6, 2012
A strong business is the best predictor of stock performance: Keep this in mind throughout 2012 as we encounter the same levels of investor panic that defined 2011.
Bridging the two Canadas
- December 9, 2011
On one hand we have solid businesses respected broadly as potential safe havens in times of turmoil. On the other are companies that are similarly stable operationally but haven’t established enough credibility with investors. Therein lay potential opportunities.
Fourth and Long
- November 4, 2011
We’re deep into 2011, still with a shot at posting a third straight year of double-digit returns. But the clock doesn’t stop on Dec. 31.
Dividends: Still the Key
- October 7, 2011
Dividends paid by How They Rate companies were remarkably stable even as the market crashed in 2008, and their stock prices were among the first to bounce back once the market regained its footing.
The Hat Trick: Still in Reach
- September 9, 2011
With expectations lower than they’ve been since 2009 but businesses primed with ample low-cost capital, the pieces are in place for an end-of-year rally that could lead to another double-digit total return year for the Canadian Edge Portfolio.
Canada: A Time to Buy
- August 5, 2011
This dramatic selloff is likely to be what those that have come before have been: a great opportunity to lock in high yields paid by otherwise solid operating companies.
Canada: Still a Safe Place to Invest
- July 8, 2011
The Canadian dollar is subtly but surely establishing a strength apart from its petro-support, as it hovered near parity even as crude prices crumbled during the recent correction.
Advantage, Canada
- June 3, 2011
Macroeconomic numbers continue to support the thesis. And quarterly results for CE Portfolio Holdings provide further on-the-ground evidence that Canada is a wealth-building haven for US-based investors.
Four More Years
- May 6, 2011
Prime Minister Stephen Harper got what he wanted out of the 41st Canadian general election: a Conservative majority in the House of Commons. For North American investors, this reduces uncertainty in an otherwise chaotic geopolitical environment.
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Editors
 | ROGER CONRAD Editor: Utility Forecaster, Big Yield Hunting, Canadian Edge, Australian Edge, MLP Profits, Utility & Income |
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DAVID DITTMAN Editor: Big Yield Hunting, Maple Leaf Memo |