This month's High Yielders are ARC Energy Trust and Great Lakes Hydro Income Fund. Read More

October was one of the most turbulent months in recent memory for the financial markets. Canadian securities were hit hard, but we've since seen some recovery. First-rate Canadian trusts and high dividend-paying corporations are still deeply undervalued, so the best course of action is to stick with those that continue to perform well as businesses. Read More

We saw a number of distribution cuts in October, but these trusts are cheap enough to rally following such action. Trusts converting to corporations early are the exceptions. We also provide the latest 2009 domestic economy outlook from the Conference Board of Canada and its indications for our neighbors to the north. Read More

Through all the stress tests--from mid-2006 until now--strong businesses have continued to report steady revenue and cash flows, relying on their own resources to survive. And so far many Canadian trusts have reported decent third quarter earnings, proving their resilience once again. Read More

Early Canadian trust conversions to corporations with no dividend cuts: That’s a very positive trend indeed for these turbulent times. Read More

The private sector companies best positioned to win the contracts are riding a powerful tailwind, and they’ll make money globally no matter what the US does. At today’s share prices, there’s little to lose betting on our president-elect doing something that’s clearly in his best interest and ours. Read More

The private sector companies best positioned to win the contracts are riding a powerful tailwind, and they’ll make money globally no matter what the US does. At today’s share prices, there’s little to lose betting on our president-elect doing something that’s clearly in his best interest and ours. Read More

Our strategy in this advisory is not to bet on macro disasters. Rather, it’s to take positions in stocks of strong producers to take advantage of two long-term trends: rising demand in the developing world and increasingly tight supplies. With investors focused on global recession and lower demand, few are noticing that securing supplies is increasingly expensive, unreliable and politically dangerous. And although the bottlenecks aren’t really affecting prices now, it’s pretty clear they will when the global economy stabilizes. Read More

Resource-intensive Canadian indexes posted their worst month in 10 years in October, the Standard & Poor’s/TSX Composite Index shedding 17 percent, the biggest monthly decline since August 1998. Read More