Author Archives: admin

Economic data coming out of the U.S. and Europe is as depressing as it gets. Is there anything an investor can do?

It’s a matter of simple mathematics: North America can’t afford to abandon development of the Canadian oil sands.

Although the group has been out of favor, some offshore contract drillers offer an attractive combination of defensive qualities and exposure to long-term growth trends. The key is identifying names that have exposure to the business lines that offer the … Continue reading →

Among the many challenges investors face these days is how to generate decent income at low risk. One of the best solutions for risk-averse investors is to consider no-load mutual funds that invest in Ginnie Maes.

After a lull in August, this month’s pace of ETF launches has been torrid. But not all of these newly launched ETFs are worthwhile.

Warnings of lower coal shipments from both Walter Energy and Alpha Natural Resources have investors dumping all coal producers and coal shippers. A close analysis reveals that the problem is not industry-wide, but limited only to met coal producers. Buying … Continue reading →

Dividend yield is nice but shareholder yield (dividend yield plus stock buybacks) is even better.

In another Special Edition of Maple Leaf Memo, we take a bigger-picture look at what’s happening in Australia, emphasize a couple areas where investors can lock in high, sustainable dividends, and set the table for coming attractions.

AT&T is battling the U.S. government over its plan to acquire competing wireless carrier T-Mobile USA. Hasn’t anybody told AT&T that the government always wins?

Is Canada “risk off” or “risk on”? Is there such thing as a “good” dividend cut? And what about that pipeline?