Five of the six Canadian oil and gas exploration and production companies in the CE Portfolio have posted impressive stock-market performances amid rising interest rates since May 2013. Read More

Global central banks continue to increase their holdings of Canadian dollars. Read More

Strong domestic fundamentals, expansion in Asia and a return to normal operating conditions in Europe--coupled with solid execution at the management level--drive dividend growth for Australia’s largest private hospital operator. Read More

Hollywood accounting is notoriously opaque. There’s nothing murky about this cinema operator’s ability to support and grow its dividend and build wealth for investors. Read More

It’s a great question, particularly from the perspective of those invested in the Land Down Under: Will Australia’s commodities boom turn to bust? The answer lies between the extremes. Read More

One of the policy areas where the Coalition and Labor differed most was delivery of a national broadband network. There are other policies--such as Australia’s carbon tax--where change is on the horizon. Here’s how the Coalition’s win affects AE Portfolio Holdings. Read More

The Liberal-National Coalition won a solid victory in Australia’s Sept. 7 parliamentary election. We won’t stand by to see if its “business friendly” stance has any practical impact on fundamentals. Read More

There were no dividend cuts by members of the How They Rate coverage universe last month, a generally positive sign for underlying business conditions and management confidence in the future. A CE Portfolio Aggressive Holding has, however, made its debut on the List this month. Read More

Canada’s incumbent mobile network operators seemingly dodged a big bullet when Verizon Communications Inc (NYSE: VZ) announced a USD130 billion deal to gain 100 percent ownership of Verizon Wireless. The worry the threat caused has created an opportunity for investors interested in long-term growth and income. Read More

One is focused on waterheaters and submetering. The other produces gas and oil. Both are poised for long-term growth. Read More