Portfolio Update
It's Still the Business
- August 6, 2010
The most important factor to consider when evaluating a potential income investment is the strength of the underlying business that’s supporting the dividend.
The Dips: Look to Buy, Not Sell
- July 30, 2010
Double-dip recession fears may cause mettle-testing selloffs. Don’t succumb to panic. Here’s how to navigate it.
Big Declines Are Bullish
- July 30, 2010
Solid essential-service companies survived the Great Recession and enjoyed an explosive post-Mar. 9, 2009, rally. Now they've taken advantage of generation-low interest rates to gird for future growth.
Strong Credits
- June 4, 2010
Sellofs driven by sovereign debt worries provide terrific opportunities to pick up solid Canadian high-yielders whose balance sheets are in solid shape in the aftermath of the worst credit crisis in 80 years.
Knowing Your Risk
- May 7, 2010
Emotion can be a profit-killer. But so can relying on predetermined sell points that are susceptible to violent, program-trading-driven whipsaws.
Steady As She Goes
- April 9, 2010
Thirteen of the 20 Canadian Edge Portfolio recommendations to announce conversions thus far have done so without cutting distributions. So much for their demise. They've given rise to a whole new income-investing ballgame.
The Canadian Edge
- March 5, 2010
The relative strength of the Canadian economy is reflected in the generally solid fourth-quarter and full-year 2009 earnings numbers being put up by our Canadian Edge Portfolio Holdings.
Near-Perfect Safety
- February 5, 2010
When it comes to investing, even a money market fund or a certificate of deposit doesn’t offer perfect safety. But yields of 7 to 11 percent backed by healthy and growing companies come pretty close.
Wheat from Chaff
- January 8, 2010
Underlying business strength was the key to surviving the bear market and riding the recovery that began in early March 2009. And it’s the key to hurdling the Canadian markets’ biggest challenges for 2010.
Numbers that Match Up
- December 4, 2009
The 33 Canadian Edge Portfolio picks returned an average of 60 percent in the first 11 months of 2009. Every one of them has what it takes to add to those robust returns for the rest of the year and well beyond.
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Editors
 | ROGER CONRAD Editor: Canadian Edge, Utility Forecaster, Maple Leaf Memo, Utility & Income |
 |
DAVID DITTMAN Editor: Maple Leaf Memo |