Flash Alerts

3/11/10: More Painless Conversions

As long as a producer trust has solid and undervalued assets under the ground, I’m going to stick with it, no matter what management does on the dividend. No-cut conversions, however, make the process easier and considerably more profitable in the near term.

2/19/10: By the Numbers

Healthy underlying businesses: That’s what we look for with Canadian Edge Portfolio recommendations. And that’s why we put all of our picks under the microscope every time they release their financials.

2/1/10: Positive Change

Conservative Holding Innergex Power Income Fund (TSX: IEF-U, OTC: INRGF) announced plans for its post-2010 future today.

12/2/09: No Problems at Atlantic Power

Change often causes confusion. And judging from several anxious phone calls and e-mails we’ve received today, that appears to be the case for Atlantic Power Corp (TSX: ATP, OTC: ATPWF).

11/16/09: More Good Numbers

Despite continuing economic weakness--and the impact of sharply lower energy prices on oil and gas producers--the underlying businesses of all of our holdings are still healthy.

11/10/09: Flashing Green

Results from the Canadian Edge Portfolio holdings couldn’t be more unequivocal. Our holdings' extremely strong businesses can make it through just about anything, and they’re safe enough for even the ultra-conservative.

10/22/09: Questions and Answers

Over the past couple of weeks I’ve received a large number of questions regarding developments at a number of companies. Below are my answers to several of these questions.

10/14/09: Atlantic Moves

Another Canadian high-yielder has announced a major structural move. The result: a major win for its investors, particularly those residing in the US.

9/30/09: Macquarie Moves

As promised, management of Macquarie Power & Infrastructure Income Fund (TSX: MPT-U, OTC: MCQPF) announced its 2011 strategy Tuesday.

9/23/09: A Long-Expected Cut

A Conservative Portfolio holding halved its distribution this week, a move that should allow it to funnel cash to growth efforts. Caution, however, is warranted.