The green revolution is upon us. Enbridge is a critical energy infrastructure business known for transporting oil and natural gas. It also has a sizeable renewable segment. What you might not be aware of is how well that stacks up in the renewables space and how such companies are including non-renewable power in their total [...]
There is plenty to choose from in the land of tech, although the field is sparse in Canada. CGI trades on the NYSE (ticker: GIB and GIB.A on TSX), but Constellation Software (ticker: CSU) is a standalone Canadian play. These are core, forever holds in my portfolio and you should consider them too. First, a [...]
In 2012 The IMF studied the correlation between credit-default-swap spreads and various economic indicators. Long term indicators—for deficits, economic growth and spending on pensions and health care—had little impact on spreads. But larger short term primary deficits (which exclude interest) were associated with notably wider spreads. So, too, was weaker current-year growth. Solvency should be [...]
A common question I receive is what method I use to track my portfolio. There are ways to do this manually in Excel, although I find that process too laborious and prone to error. My preference has always been a “one-stop shop” type of program where I can input (or have automatically updated via broker) [...]
LC Investing 