Global grain inventories have declined significantly during the last seven years on increased consumption, a growing world population, improving diets in developing countries and the advent of biofuels. Read More
Analyst Articles
Despite the recent spike in oil prices, the majority of Canadian oil and gas producers remain under pressure. But focusing on healthy businesses has kept investors afloat during the flood of sector turmoil. Read More
In the weakening North American economy, the stock market punishes even the healthiest trusts. Even taking a look at underlying numbers isn't enough as the market reacts to numbers that best fit the current mood. But any trust that continues to increase distributions will eventually post higher gains. Read More
This month's High Yielders are Atlantic Power Corp and TransForce Income Fund. Read More
Another strong Canadian trust is following the Trinidad Drilling (TSX: TDG, OTC: TDGCF) model. On March 27, TransForce Income Fund (TSX: TIF-U, OTC: TIFUF) announced it would convert to a corporation this year to save cash for acquisitions. Read More
The shaky US dollar and equally wavering economy were partly to blame for last month's distribution cuts for five Canadian trusts. And until we an upturn in the overall market, expect more risk as we ride out the volatility. Read More
Our tenure at Vital Resource Investor has now reached the six-month mark, and it’s time to review our performance and draw lessons from the results. To calibrate returns, we’ve used a model that weighs all positions equally, and there’s no cash component. Read More
TransForce Income Fund faced a difficult choice. Its units peaked in February 2006 above CAD19, traded just below CAD18 on Oct. 31, 2006, and slid along with the rest of the trust sector after Canadian Finance Minister Jim Flaherty’s destructive announcement that specified investment flow-throughs (SIFT) would be taxed at the entity level beginning in 2011. Read More
Stephane Dion is such a punchless opponent that the federal conservatives—hungry for a real fight—have taken on the liberal provincial government in Ontario, too. Read More
One very good, one somewhat disappointing: That’s my general read on the two Canadian Edge Aggressive Portfolio recommendations that reported earnings this week. Read More