Portfolio Holdings in energy and financial services attract intense market scrutiny. Read More
Portfolio Update
our New Aggressive Holding posted strong fourth-quarter and full-year earnings, and announced a double-digit dividend increase. Read More
There’s no such thing as a “do-over” in this business of investing. But you can--you must--learn from mistakes. Read More
Australia’s top commodity export, iron ore, is already in trouble and Australia is now dealing with a 40% decline in the price of crude oil since mid-June.Plus, Australian companies involved in the $180 billion (all currencies in U.S. dollars) construction of infrastructure to export liquefied natural gas (LNG) are under… Read More
While I’ve read a lot about the JFK assassination over the past 30-odd years, I am not a conspiracy theorist. I think a lot of that story is untold, but the notion that Lee Harvey Oswald fired the shots that killed the 35th U.S. president is the hypothesis requiring the… Read More
Companies Can Afford Dividends; Slide Is Likely Over Read More
The CE Portfolio Conservative Holdings outperformed major benchmarks during the third quarter, while our Aggressive Holdings lagged broader indexes. Read More
One CE Portfolio Aggressive Holding and four Conservative Holdings pushed out to new 52-week highs over the past five days as we put together the current issue, including Newalta Corp (TSX: NAL, OTC: NWLTF), EnerCare Inc (TSX: ECI, OTC: CSUWF), Keyera Corp (TSX: KEY, OTC: KEYUF), Pembina Pipeline Corp (TSX:… Read More
Three Conservative Holdings have agreed to acquisitions that will drive meaningful growth for the long term. Read More
The CE Portfolio posted a benchmark-beating performance for the first half of 2014. Read More