Big money continues to seek out Australia-based companies. Read More

The Big Four banks Down Under remain solid plays for income and growth, even as Australia’s economy starts to teeter.   Read More

By expanding into utilities, telecom M2 broadens both its offerings and customer base. Read More

Aggressive Portfolio holding Spark Infrastructure Group raised eyebrows last month when it held off on issuing 2015 financial guidance. But management made the move for a practical reason: It’s waiting to hear more on upcoming “regulatory resets” that will determine how much the electricity distributor can collect from… Read More

The outlook for the Australian economy is increasingly uncertain, as odds of The Lucky Country’s first recession in more than two decades are increasing. Data from the Australian Bureau of Statistics reveal that wage growth during the fourth quarter of 2014 matched a record-low pace.The unemployment rate Down Under is… Read More

As we note in this month’s Portfolio Update, a steep decline in oil and gas prices since last spring wreaked havoc on exploration and production companies and those providing services to them.CE Portfolio Aggressive Holding Enerplus Corp. (TSX: ERF, NYSE: ERF) announced in late February that it would cut its… Read More

U.S. interest rates could rise this year, but that doesn’t mean game over for high-quality REITs. Read More

Portfolio Holdings in energy and financial services attract intense market scrutiny. Read More

Raging rivers and budding forests are sure signs of spring, and they’re good signs for this month’s Best Buys—longtime Canadian Edge Portfolio holdings Acadian Timber and Innergex Renewable Energy—too.That’s because trees and rivers, or, more specifically, forest products and hydroelectric power, underlie both companies’ 5%-plus yields. What’s more, both recently… Read More

THE FIRST QUESTION IS WHEN; THE SECOND IS HOW HIGH. Read More