Portfolio Update

It's been an ugly month in the investment world, and Canada wasn't immune to the market turbulence. Even core trusts realized heavy selling pressure, but the numbers going into the third quarter are solid, indicating stronger growth for the rest of the year. Read More

Although some Canadian trusts continue to outperform, business trusts have been below par of late. Former highfliers have retreated into the red, losing ground seemingly daily. However, all hope isn't lost as our winners outnumber the laggards overall. Read More

We've realized large gains in Canadian oil and natural gas trusts so far this year. And despite the market's volatility, there's no end in sight to the energy bull market over the long term. However, it's imperative to keep in mind that no market moves in a straight line. Read More

In the weakening North American economy, the stock market punishes even the healthiest trusts. Even taking a look at underlying numbers isn't enough as the market reacts to numbers that best fit the current mood. But any trust that continues to increase distributions will eventually post higher gains. Read More

Even in this current market environment, it's time to buckle down and prepare for more volatility as we ride out this storm. The 2008 outlook remains solid as battled trusts are simply victims of perceived recession risk. Read More

With the possibility of higher natural gas prices, many energy picks in the Portfolio are set to rise. I'm also adding a few new recommendations this month. Read More

Although 2007 was one of the most turbulent for Canadian income trusts, many performed well and paid out solid dividends. And there's plenty more big gains to come in 2008. Read More

Despite last month's aggressive selloffs, Canadian trusts are still posting substantial gains. Energy trusts are still awaiting a recovery, but they're cheap now and poised to capitalize when the upside kicks in. Read More

Canadian trusts are making headway, battling back from last November's lows. There are still a few shaky trusts to weed out, but most are climbing steadily, poised for big gains.  Read More

There's still danger in the energy sector as natural gas production remains flat on its back. And the falling US dollar is creating hardships for Candian trusts. But the strongest continue to pay reliable dividends. Read More