A more confident tone from management and a stable quarterly report pushed Lattice Semiconductor up 9% today.Revenue was a few million less than hoped for; a $6 million payment that had been penciled into the quarter was not received.Product margins were much better than expected, mainly due to higher sales of more… 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