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. Read More

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. Read More

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

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

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. Read More

Two Canadian Edge Portfolio holdings have announced transactions that require decisions from investors. Read More

The primary takeaway from this round of results is that companies that trusts that did well in prior quarters did so again, testament to the ability of strong businesses to weather even the most difficult environments. Read More

All of our holdings generated sufficient cash flows/earnings to cover their dividends handily in the second quarter. This includes the energy producer trusts. Read More

Who’s afraid of 2011? Certainly holders of high-quality Canadian income trusts shouldn’t be, as the stream of no-dividend-cut conversions of trusts to corporations continues to swell. Read More

Together with the five trusts I mentioned in July’s In Brief, we’ve now seen six no-cut conversions. And the market reaction has been infinitely more favorable than it’s been to conversions involving distribution cuts. Read More