We're swapping out of an increasingly challenged entity and into a firm that's engineered a successful turnaround. Read More

Strong price performance has pushed two Dividend Champions to premium valuations. Read More

A surprise dividend cut and dismal earnings guidance mean its time to step aside from this high yielder. Read More

We are adding the TMX Group (TSX:X, OTC: TMXXF) to the Dividend Champions portfolio.A drop recent drop in TMX Group’s stock price, which we believe was an overreaction to some recent news, has made its yield an attractive 4.4%.TMX Group is the main  provider of trading platforms for equities, fixed… Read More

The share prices of the three main Canadian telecommunication companies came under pressure yesterday after Shaw Communications announced the acquisition of WIND Mobile for C$1.6 billion. This will effectively create a fourth major competitor in the Canadian mobile telecommunications market.The announcement yesterday reduced the price of our Dividend Champion’s holdings, BCE (TSX: BCE, NYSE: BCE) and Telus (TSX:… Read More

Sell H&R REIT (TSX: HR-U, OTC: HRUFF) and buy RioCan REIT (TSX:REI-U, OTC: RIOCF).November brought the long-awaited announcement that RioCan resolved its dispute with Target Corp., which was settled for $132 million.  The settlement related to 18 disclaimed leases which were guaranteed by Target, the U.S. parent of the now defunct… Read More

 Sell our holdings in Husky Energy (TSX: HSE, OTC: HUSKF). Poor quarterly results and the replacement of the cash dividend with a script dividend leaves us disappointed.Canadian Utilities (TSX:CU, OTC: CDUAF): Move from Buy to Hold based on valuation concerns. Poor results and a 3.1% dividend yield with deteriorating growth… Read More

We have three changes in the Canadian Edge Dividend Champion’s portfolio:Potash Corp. (POT): Moved from Hold to Buy because share price declined 20% after competitor Mosaic curtailed potash production due to slow North American demand. Buy below C$35 or US$27.Canadian National Railway (CN): Moved from Buy… Read More

Potash Corporation of Saskatchewan (TSX: POT, NYSE: POT) now offers a 7.6% dividend yield, and its free cash flow should ramp up considerably as its $2 billion capital expenditure program ends. Buy Potash Corp. below C$30 and US$23. Read More

“If you want to panic, make sure that you panic first” has never been a bad idea when investment markets go into free fall. However, this type of nimble reaction could mostly be ascribed to an extraordinarily well developed sense of market timing or more likely, pure luck.For long term… Read More