- April 3, 2013
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Master limited partnerships have gotten back in front of other equity classes in 2013. That's good news, but it's also reason for caution. Read More
Analyst Articles
Patient investors should continue to hold these struggling companies as long as they meet certain benchmarks for recovery. However, conservative investors should avoid them. Read More
Although Australia’s carbon tax has no shortage of critics, so far it’s proving to be less of an economic hurdle than the country’s soaring currency. Read More
The Canadian government is well known for its fiscal conservatism, so it shouldn’t be surprising that the country’s private sector also shares this tendency. Read More
Here’s what the latest euro zone crisis really means for investors. Read More
Results from an Aggressive Holding and a Conservative Holding that confirm their ability to support their payouts and grow their businesses get us one step away from the end of a generally positive earnings reporting season. Read More
North American wholesale power isn't dead. But companies in this business must overcome significant challenges. Read More
The vast majority of CE Portfolio Holdings are coping well amid difficult operating conditions, as the results reported by five more reveal. Read More
- March 8, 2013
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Despite a few notable setbacks, the CE Portfolio is holding up well this year. Several Holdings are trading below buy-under targets, which presents opportunities. Several are trading above target; don't chase them. Read More
- March 8, 2013
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Construction of a cross-border pipeline has become a surprisingly emotional issue. It provides a good starting point for a discussion about how business decisions, including determinations of how and where to allocate your capital, should be made with a clear-headed focus on facts. Read More