Analysis

Filter

Buy and hold good businesses: That was my initial advice for Canadian Edge readers following the Halloween 2006 “massacre,” when the Conservative Party government shocked the market by announcing income trusts would be taxed as corporations beginning in 2011   Read More

The US dollar has fallen more than 20 percent against the Canadian loonie in 2007. That’s created an economic shock for trusts doing business here and a trigger for dividend cuts.   Read More

Several Canadian income trusts have soured in 2007. But not all dividend cutters have lost ground, as many trusts passed this year's stress test.   Read More

A bolo-tie wearing agronomist, he’s made a national name in the US touting a synthetic fuel process developed in the 1920s by Franz Fischer and Hans Tropsch at the Kaiser Wilhelm Institute. Now Montana Gov. Brian Schweitzer has invited Alberta’s energy producers to his state. Read More

Let’s start with the bad news. Alberta Premier Ed Stelmach has spoken, and it’s official: Royalty levies are going up for most producers of oil and natural gas in Alberta. Read More

What’s with Canada and the word fair, in all its forms? “Tax Fairness Plan.” “Our Fair Share.” Are we looking at another Halloween ruined? Read More

Prime Minister Stephen Harper intends to announce his presence with authority in his Speech from the Throne, which will outline a renewed parliamentary session. Read More

Prime Minister Stephen Harper confirmed last week that his minority Conservative government will address issues regarding foreign acquisitions of Canadian assets involving state-owned enterprises but also said the proposed takeover of PrimeWest Energy Trust by the Abu Dhabi National Energy Co, or TAQA, would be reviewed under existing rules, as set out in the Investment Canada Act. Read More

Alberta's energy development strategies have come under fire lately. The answer: the Alberta Royalty Review Panel's proposed Our Fair Share program. 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

Since November 2006, there have been three dozen buyouts of Canadian trusts. Although none of the deals offered large premiums on the target, acquirers will do just fine because they add reserves and production at a discount. Read More

Vault Energy (VNG.UN, VNGFF) escapes the Canadian Edge Dividend Watch List this month, thanks to a takeover offer from core energy holding Penn West Energy Trust (PWT.UN, NYSE: PWE). The deal calls for each unit of Vault to be exchanged for 0.14 shares of Penn West. Read More

Natural gas lags while oil soars. Some trusts win high-premium takeover bids, while others collapse following sharp dividend cuts. The rising Canadian dollar lifts share prices and dividends, yet pulls the rug out from under some trusts’ businesses. Read More

Having boxed Canada’s opposition parties into a choice between supporting his coming throne speech and forcing an election that will almost surely end with another minority Conservative government, Prime Minister Stephen Harper seems to have turned his skills as a political operator to the world stage and the debate over climate change. Read More

It’s prime time for 30-years-ago-today stories on both sides of the US-Canada border. Not since November 1976 had the loonie traded at parity with the greenback. Read More

Say what you will about the Canadian prime minister--and income trusts and their investors have many unkind words for him and his finance minister--but the guy is playing the game hard. And he’s playing it well. Read More

As widely anticipated by politics watchers north of the border, Prime Minister Stephen Harper last week extended Canada’s parliamentary vacation by a month, proroguing the current session... Read More

Few American investors have ever considered buying them. And that’s a real shame, considering Canadian real estate investment trusts (REITs) are the top performing Canadian income trust group during the past year. Read More

Novice income investors look for generous returns in only one flavor: A big dividend yield number. Many spurn the idea of growth as something that’s not worth waiting for. Read More