Portfolio Update
The Two Portfolios
- May 4, 2012
Conservative Holdings will build wealth over the long term without regard to the vicissitudes of economies. Aggressive Holdings, on the other hand, are subject to much more supply-demand volatility.
Swap Two, Hold the Rest
- April 6, 2012
We're making moves this month that will position the Portfolio for defense against further natural gas declines while preserving our exposure to energy's upside.
How They (We) Fared
- March 9, 2012
Earnings for 29 of 36 individual Portfolio Holdings are in. They've turned in good numbers, and we'll benefit from their ability to sustain and drow dividends.
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.
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Editors
 | ROGER CONRAD Editor: Australian Edge, Big Yield Hunting, Canadian Edge, Global Investment Strategist, MLP Profits, Personal Finance, Utility Forecaster |
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DAVID DITTMAN Editor: Australian Edge, Canadian Edge, Personal Finance, Big Yield Hunting, Maple Leaf Memo |