As the nascent recovery in the housing market gains momentum, it will boost demand for utilities, which will flow through to their rate base--and eventually their stocks. Read More
Analyst Articles
We're adding a stock to the CE Portfolio Aggressive Holdings, an equipment distributor with a solid record of dividend growth since it converted to a corporation in January 2011. Read More
- September 7, 2012
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There are no coverage changes this month, but we have updated advice for eight companies and revised Safety Ratings for two. Read More
When a company makes a secondary equity offering, the market often responds with a selloff because investors assume the additional shares will merely dilute their holdings. But strong companies deploy the proceeds from such issuances toward productive ends, which will ultimately flow through to the share price and payout. Read More
- September 7, 2012
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A single member of the How They Rate coverage universe cut its dividend last month, and even this reduction was less than what management had guided for some months ago. Read More
- September 7, 2012
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Conservative management practices smoothed the impact of the Great Recession on Canadian REITs and pave the way for long-term growth going forward. Read More
- September 7, 2012
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One, a newcomer to the Aggressive Holdings, distributes mobile equipment, power systems and industrial components. The other, a longtime Conservative Holding, manages waterheaters and smartmeters. Read More
- September 7, 2012
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Strong second-quarter results and a rising Canadian dollar have pulled CE Portfolio total return figures well into positive territory for 2012. Read More
- September 7, 2012
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The Canadian dollar is enjoying a period of strength, even as commodities prices drift. Read More
- September 4, 2012
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Here's our take on how our Portfolio holdings fared during the second quarter of 2012. Read More