In the first of a two-part series, we examine the potential upside catalysts–above and beyond dividends and their growth–for Lifelong Income Portfolio members. These catalysts offer important near-term potential as we enter the second half of the year.
Industry consolidation and recent pipeline approvals are encouraging developments for Canada’s oil-sands operators, but investors should continue to focus on quality and only buy when the price is right.
Alberta plans to shut down all its coal-fired power plants by 2030, an ambitious target that will be a huge adjustment. This transition creates a massive longer-term opening for a few specific companies.
The holidays offer days off and closed markets, allowing you to take a breath, think long term, and adjust your portfolio as you see fit. We do the same, selling a few names and adding a couple to the Lifelong Income Portfolio.
The December 2015 issue of Conrad's Utility Investor emphasized the importance of diversification to generating differentiated returns in 2016. Despite a few laggards, that article's picks outperformed, generating an average total return of 18.6 percent. This year, we opted to highlight 10 trends that should drive outperformance.
The US dollar continues to reign supreme in the global currency markets, resulting in tough sledding for American investors who own Canadian stocks. But bargains abound for patient investors who don’t mind collecting generous dividends while they wait for the market to settle and improve.
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