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In the December issue, we announced that the strong performance of the Dividend Champions Portfolio had prompted us to discontinue the Legacy Portfolio. This will also simplify stock selection for subscribers since all of our current recommendations are now represented by a single portfolio. However, we know that many subscribers… Read More

Earnings season kicked into high gear over the past few weeks, and we’ve now seen the results for most of our Dividend Champions. Between monthly issues, we provide weekly comments on each company’s earnings after they’re announced. Below, we summarize the highlights for the group of companies that have… Read More

On March 1, 2017, RioCan ended the day’s market session at C$26.37—exactly the same price at which it closed on March 1, 2007. This may just be a remarkable coincidence, but it certainly raises the question as to why the unit price has gone nowhere for 10 years. Of course,… Read More

When we profiled Cineplex Inc. (TSX: CGX, OTC: CPXGF) last June, we wrote that there was much to like, including an attractive yield and growing dividend, but that the stock was very expensive. Consequently, we only added a small pilot position to the Dividend Champions Portfolio at that time. Fast-forward… Read More

  BCE Inc. (TSX: BCE, NYSE: BCE) Dividend Yield: 4.7%    Recent Price: C$59/US$44   Fair Value: C$71/US$53 BCE remains one of our best ideas for new money. And it’s also the top holding in our Dividend Champions Portfolio—a position that’s well deserved given the telecom giant’s outstanding history as a profitable operator. Read More

Over the past several weeks, we’ve been absolutely consumed by earnings season. Thankfully, as far as the Dividend Champions are concerned, fourth-quarter results mostly made for pleasant reading. You can find detailed analyses of individual company results in our Canadian Edge Weekly e-letter, as well as abbreviated versions of these… Read More

In his annual letter to Berkshire Hathaway shareholders, legendary investor Warren Buffett joked that his stint as a paperboy during adolescence was his “one brief flirtation with honest labor.” Altogether, the Oracle of Omaha estimates that he heaved about 500,000 newspapers at the front porches of subscribers along… Read More