Portfolio manager Mike Vinokur says: “I think that there are still some very interesting buys in the home-building sector in the US.”

The world (including Canada) is almost certainly worse off   Read More

The collapse of oil prices hit pipeline and midstream stocks hard. They offer strong recovery potential when prices start to normalize. Here are four pipeline stocks we like.

Among Canadian energy   Read More

The collapse of oil prices hit pipeline and midstream stocks hard. They offer strong recovery potential when prices start to normalize. Here are four pipeline stocks we like.

Among Canadian energy   Read More

Here are two high-yielding western Canadian oil and gas stocks with sustainable dividends and a royalty trust we’ve become cautious on.
Keyera Corp. (TSX—KEY)  

Among Canadian infrastructure stocks, pipeline and midstream issues   Read More

Despite a challenging outlook, Freehold Royalties Ltd.’s royalty structure bodes well for long-term cash flow.
Canadian oil and gas producers had a challenging year in 2018. A deterioration in the global   Read More

Growth in revenue and earnings for the big five Canadian banks may be more difficult in 2019. The spread on interest rates between their borrowing costs and income is narrowing;   Read More

Fort McMurray captured everyone’s attention for the past few weeks. Would the winds drive the wildfires through the entire town? Would major oil and gas companies face huge losses of   Read More

Oil and gas stocks are difficult to gauge right now. Uncertainty over the price of oil and forecasts of where prices will be a year or two from now are   Read More