Best Buys

Raging rivers and budding forests are sure signs of spring, and they’re good signs for this month’s Best Buys—longtime Canadian Edge Portfolio holdings Acadian Timber and Innergex Renewable Energy—too.That’s because trees and rivers, or, more specifically, forest products and hydroelectric power, underlie both companies’ 5%-plus yields. What’s more, both recently… Read More

This month’s Best Buys are making big moves south of the border as the weaker Canadian dollar boosts the value of their U.S. sales.We expect these factors to drive both stocks—new Aggressive holding New Flyer Industries and new Conservative holding Algonquin Power & Utilities—to further outperformance in 2015. And both… Read More

This month’s best buys are very different companies, but they do have two things in common: They both stand to gain from a strengthening U.S. economy, and they’re also “clean,” operating in growing sectors where sustainability is the buzzword.Our first pick is an existing Conservative Holding that offers attractive value… Read More

Sometimes you find good investment ideas where you least expect them.I was reminded of this at a recent Halloween party, when a conversation with Grandpa Dave, a family friend and the father of one of my wife’s closest confidantes, called to mind two of my favorite… Read More

We’re adding Dream Industrial REIT (TSX: DIR-U, OTC: DREUF) to the Conservative Holdings in lieu of Dream Office REIT (TSX: D-U, OTC: DRETF) and Baytex Energy Corp (TSX: BTE, NYSE: BTE) to the Aggressive Holdings as an alternative to Lighstream Resources Ltd (TSX: LTS, OTC: LSTMF). Read More