One of the hallmarks of a high-quality company is meaningful inside ownership. If executives hold a sizable stake in their own firm, then their incentives are more likely to be aligned with shareholders.That’s especially important when a company faces operational setbacks. Ideally, management should suffer alongside shareholders, thereby increasing the… Read More
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BCE Inc. (TSX: BCE, NYSE: BCE)Dividend Yield: 4.7% Recent Price: C$58/US$44 Fair Value: C$71/US$54BCE 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.BCE holds a… Read More
After a miserable 2015, we predicted last January that the Canadian market, along with the Dividend Champions Portfolio, would deliver a strong performance in 2016. Thankfully, we were not disappointed.The Thomson Reuters Equity Canada Index, which we use as the benchmark for the Dividend Champions Portfolio, delivered a 25.4% total… Read More
For the Canadian market, 2016 turned out as well as we could have hoped. In U.S. dollar terms, Canada’s benchmark S&P/TSX Composite Index generated a total return of 24.5%, making it the best performer among the developed world’s equity markets and more than doubling the S&P 500’s return.Canadian Edge had… Read More
We are cautiously optimistic about the year ahead. Read More
Our latest Dividend Champion not only offers deep value, but the prospect of strong future dividend growth. Read More
Our take on Canadian National Railway's latest update on freight volumes. Read More
Our take on CI Financial's latest financial update. Read More
Join Deon Vernooy and Ari Charney in a live Web chat on Jan. 12, 2017, at 5:00 p.m. EDT. Read More
Our take on North West Company's latest earnings release. Read More