Portfolio Update
Four Keys to 2012
- February 3, 2012
Low-cost capital, cheap natural gas, solid US growth and momentum generated by dividend-investing rookies are factors to be mindful of over the course of the year.
Taking from 2011 to Profit in 2012
- January 6, 2012
There are certainly risks that we must be aware of as we enter a new year. There's opportunity to establish positions in high-quality businesses, however, wherever panic-stricken investors overreact to short-term upheaval.
Diversification and Balance: Still the Keys
- December 9, 2011
The path to long-term wealth through high-quality dividend-paying stocks is marked by four basic precepts that boil down to two commands: diversify and rebalance.
Third-Quarter Earnings: What's at Stake
- November 4, 2011
Important questions are being asked about economies and markets, many that won’t be answered in the short or medium term. But critical answers--in the form of solid operating results--are coming from the businesses that populate the Canadian Edge Portfolio.
Dividend Safety: What You Must Know
- October 7, 2011
When the market’s lost its mind even stocks of companies that sustain and grow dividends provide no short- or near-term protection. But patient investors are inevitably rewarded with sharp capital rebounds to complement regular distributions.
Winners and Losers of 2011
- September 9, 2011
After an impressive earnings season and an eventful August it’s time to take a holding-by-holding look at the Canadian Edge Portfolio.
Cash Flow Growth Equals Fatter Dividends Plus Capital Gains
- August 5, 2011
If you’re paying attention to financial TV, you’re probably in panic mode. If you’re following earnings reports for Canadian Edge Portfolio Holdings, you’re probably building positions in solid companies at attractive valuations.
Safety in Numbers
- July 8, 2011
One particularly high-profile crackup can’t obviate the fact that CE Portfolio Holdings continue to post solid operating results.
Earnings Flash Some Green, Some Yellow
- June 3, 2011
We’ve seen a lot of positive numbers supportive of dividends for the long term, but we’ve also taken notice of several points of concern for CE Portfolio Holdings.
Earnings Flash Some Green, Some Yellow
- June 3, 2011
We’ve seen a lot of positive numbers supportive of dividends for the long term, but we’ve also taken notice of several points of concern for CE Portfolio Holdings.
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Editors
 | ROGER CONRAD Editor: Utility Forecaster, Big Yield Hunting, Canadian Edge, Australian Edge, MLP Profits, Utility & Income |
 |
DAVID DITTMAN Editor: Big Yield Hunting, Maple Leaf Memo |