We analyze two more solid earnings reports, and then address the speculative selling that's occurred in some Portfolio names. Read More
Analyst Articles
Three more CE Portfolio Holdings have reported fourth-quarter and full-year 2012 results. All continue to report good numbers and encouraging guidance. Read More
Three CE Portfolio Holdings have reported fourth-quarter and full-year 2012 results. The news is good. Read More
Duke Energy decided to shutter its nuclear plant rather than spend the capital necessary to get it running again. In an era of cheap, gas-fired power, the question is whether other nuclear operators may follow suit. Read More
The decision whether to buy, hold or sell the stock of a company that cut its dividend is not necessarily cut-and-dried. There is a formula, however, and it includes a broader evaluation of the overall health of the underlying business and how the cash saved from the payout reduction will bolster long-term prospects. Read More
This month’s top picks for new money include a solid Canadian REIT and an energy marketer that recently cut its dividend to better position itself for long-term growth. Read More
Canadian crude is selling at a steep discount to US and global benchmarks. Energy producers are suffering for this. Energy services firms will do well as the effort to mend the infrastructure gap that's led to price differentials ramps up. Read More
Three How They Rate companies cut dividends last month. Read More
We say goodbye to two members of the How They Rate coverage universe due to completed acquisitions. And we say hello to three new members this month. Read More
Another strange move by another credit rater has investors thinking too much about a real estate implosion north of the border. As was the case with S&P's downgrade of US credit, the aftermath of Moody's downgrade of six of Canada's seven largest financial institutions is likely to be very benign. The Big Six, in fact, are pushing out to new highs. Read More