Shiningbank Income Fund is now part of PrimeWest Income Trust, as the merger received final ratification by unitholders July 10. News stories emphasized the importance of tax pools for post-2011 dividend viability. Read More
Analyst Articles
Two Portfolio holdings are at the center of acquisitions lucrative for both the buyer and the seller. Continue to buy these acquirers. Read More
Canadian royalty and income trusts generated superlative returns during what was clearly a golden age for the tax-efficient, investor-friendly business structure. Read More
Macquarie's recent takeover showcases how buyouts can ultimately produce profitable payoffs, despite the market's volatility. Even the most volatile trusts in the Portfolios require a little patience before they expand. Read More
The July High Yields of the Month are Energy Savings Income Trust and Newalta Income Fund. Read More
Last month, we witnessed the first management buyout of a Canadian trust: CCS Income Trust (CCR.UN, CCRUF). Read More
Two new trusts are being added to the Dividend Watch List because of operating issues, Rydex has issued a Canadian dollar ETF, and Bay Street has downgraded several trusts that I think are still worth buying. Read More
Between now and 2011, Canadian trusts are expected to continue yielding high returns. Avoiding 2011 taxation on both sides of the border and maximizing a trust's ability to pay big distributions can be as easy as LP conversion. Read More
The Tax Fairness Plan, Finance Minister Jim Flaherty’s levy on income trust distributions at the entity level, now has the force of law. Read More
A lot has been happening with trusts this past month, so I wanted to provide a rundown to update subscribers on how the trusts I cover inside Canadian Edge are faring. Read More