Rising distributions with limited risk are what set apart MLP Profits Conservative Holdings. We look for MLPs primarily that own and operate energy infrastructure, such as pipelines and storage facilities that generate a steady stream of fees. Read More

Since the S&P 500, the S&P/TSX Composite Index and the S&P/TSX Income Trust Index bottomed on March 9, the two Canadian indexes have correlated more with the MSCI Asia All Country ex-Japan Index. In other words, Canada’s stocks have become more and more levered to the global economy, including areas in Asia where signs of economic recovery are easier to see. Read More

The universe of Canadian trusts and high-yielding corporations is still on the bargain counter. Despite some herculean market moves, the bar of expectations is still very low, even for businesses that, quarter after quarter, are proving more than a match for still-abysmal overall conditions. Read More

Double-digit yields paid monthly by companies in recession-resistant industries: That’s the hallmark of the Canadian Edge Conservative Holdings. And it’s what June’s High Yield of the Month selections boast in spades. Read More

Despite the “green shoots” we’ve pointed out in the Great White North, sooner or later, the torrid rally of the last three months must run out of gas. And at that point we’re going to see some of our recent gains evaporate, despite the fact that everything remains deeply undervalued. Read More

Like politics, everyone these days seems to have an opinion on energy: Where the price of oil is headed, what the government should or shouldn’t be doing about it, why dependence on Middle East Oil is good or bad, why global warming does/doesn’t matter, why renewable energy is good, you name it. As investors in Canadian oil and gas producer trusts and dividend-paying corporations, it’s critical that we don’t buy into all the bull. Read More

The bottom line is that the US and Canada, pursuant to both enhancing energy security and limiting long-run global greenhouse gas emissions, should work together on a North American cap-and-trade regime. Read More

According to IMF figures, Canada’s debt level is about 29 percent of GDP, by far the lowest among the Group of Seven economies. Germany is the second-lowest, at about 58 percent of GDP; the ratios in the UK and the US are about 67 percent and 70 percent, respectively. Read More

Most master limited partnerships hail from the energy industry. It’s a proven model for flow through entities and it’s where we’ll be concentrating the majority of our efforts in MLP Profits.   That, however, is where the similarities between individual MLPs end. Some MLPs’ cash flows are almost wholly dependent… Read More

Most master limited partnerships hail from the energy industry. And as that’s the proven model—as well as our chief expertise—that’s where most MLP Profits recommendations will come from.   In the article attached to the Conservative Holdings section (see Home Page), we highlighted the key differences between MLPs in terms… Read More