The last quarter of 2016 started reasonably well for the Dividend Champions portfolio, with a 0.6% gain in Canadian dollars — although the weaker currency pulled the U.S. dollar return into negative territory for the month. So far this year, the Dividend Champions portfolio gained 20% in U.S. dollars.The Canadian… Read More

The third quarter earnings season is in full swing. We have seen no major surprises so far among the Dividend Champions’ reports. Summaries of our take on the results that we have analyzed to date are provided below. More comprehensive reports are available in our weekly publications.The latest addition to… Read More

Our remaining open long put on TransCanada (TSX: TRP, NYSE: TRP) with a strike price of $58 unfortunately expired worthless on October 21, registering our first trading loss since inception of the options service. As luck would have it, the company announced a huge share issue on November 1, which… Read More

A slowdown in tech spending rocked our favorite FinTech. Read More

Grocery, Drug Stores in Major Metro Areas Spell Success Read More

But Where Will the Puck Be? Read More

BCE (TSX: BCE, NYSE: BCE)Dividend Yield: 4.5%    Recent Price: C$60/US$45   Fair Value: C$71/US$54BCE remains one of our best ideas for new money apart from holding the top position in our Dividend Champions portfolio – a position that is well-deserved given its outstanding history as a profitable operator.BCE holds a… Read More

It should not be possible to beat the market with either technical or fundamental analysis.That’s because, in theory, efficient markets incorporate all known information instantaneously in the prices of publicly traded financial instruments.However, it has been proven time after time that markets aren’t always efficient. Anomalies that… Read More

Four regional Canadian housing markets have received “Red Flags” from the Canada Housing and Mortgage Corporation (“CMHC”), an austere government agency that is considered the leading authority on the nation’s housing sector.“We now see strong evidence of problematic conditions overall nationally,” the agency’s chief economist said. “This is fuelled by… Read More