A surging dollar doesn’t necessarily spell doom for the international stocks in your portfolio. Although a stronger greenback reduces the value of these holdings and their dividends, these companies’ goods and services become more competitive in the US and other import markets.
Although Canadian REITs haven’t matched the dividend growth posted by their US counterparts over the past 18 months, most of these names didn’t slash their payouts to the bone during the financial crisis. Our favorite Canadian REITs trade at undemanding valuations, offer above-average yields and are good buys for patient investors.
Although small-capitalization stocks may not garner as much media attention as popular companies such as Apple (NSDQ: AAPL), we pride ourselves on uncovering profitable investment ideas for our readers--not generating page views. Here are three of our favorite small-cap names.
Although weakness in the Canadian dollar has weighed on total returns, the Lifelong Income Portfolio’s Toronto-listed holdings have eked out decent returns in the first half of the year. First-quarter results were solid, dividends appear sustainable and our investment theses remain intact for the long term.
Baseball Hall of Famer Wee Willie Keeler’s famously advised, “Keep your eye clear and hit ‘em where they ain’t.” This motto has an important corollary for investors: Buy what’s unpopular and hold the stock until the market discovers its value.
Currency headwinds and overblown concerns about rising interest rates have weighed on Canadian real estate investment trusts, giving savvy investors an opportunity to lock in elevated yields on the industry’s highest-quality names. Here are our top picks.
All our Lifelong Income Portfolio holdings have reported their results for the three months ended Dec. 31, 2013, and issued guidance for 2014. The prognosis: Expect another year of high yields, reliable dividends and solid upside.
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