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
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.