Transaction Alert

On March 25, 2015, we executed the following transactions:

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U.S. Dividend Watch List: March 20, 2014

The market roared back this week and pushed the S&P 500 above the 2,100 mark once again. The Nasdaq also closed the week above 5,000. However, the energy market continued to be in turmoil. Light sweet crude closed the week at $46.45 thus you will likely see many energy and industrial companies on our watch list. All-in-all, there are 54 companies that are on our watch list this week. Continue reading

Canadian Dividend Watch List: March 2015

Below is the performance of the stocks found on our March 2014 watch list:

symbol   2015 2014 % chg
TLM.TO Talisman Energy Inc. 9.55 10.86 -12.06%
FTS.TO Fortis Inc. 38.93 31.28 24.46%
TA.TO TransAlta Corp. 11.77 12.68 -7.18%
FCR.TO First Capital Realty Inc. 19.89 17.71 12.31%
CWT-UN.TO Calloway REIT 29.88 25.8 15.81%
CAR-UN.TO Canadian Apartment Properties REIT 28.4 20.8 36.54%
EMP-A.TO Empire Company Limited 90.77 65.84 37.86%
CJR-B.TO Corus Entertainment Inc. 18.41 24.24 -24.05%
BNS.TO The Bank of Nova Scotia 63.46 64.35 -1.38%
D-UN.TO Dream Office Real Estate Investment Trust 26.14 28.5 -8.28%
CUF-UN.TO Cominar REIT 19.3 18.21 5.99%
LB.TO Laurentian Bank of Canada 48.3 45.73 5.62%

The chart below shows how the analyst estimates in blue varied compared to the actual performance in red after a year.

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As is frequently the case, the analyst estimates did not quite match the actual performance with the exception of CWT-UN.TO, CAR-UN.TO and EMP-A.TO.

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Gold Stock Indicator: March 13, 2015

Gold declined –1.37% while the index for gold stocks declined by –3.49% in the past week.  The closing numbers for gold stocks would be considered deceptive since the decline was much worse earlier in the week when the decline for the index was as much as –8%.

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U.S. Dividend Watch List: March 6, 2015

The large market decline on Friday brought the Dow Jones Industrial average below 18,000 and the Nasdaq below 5,000. The key data point was from the Federal Reserve meeting and a sign that interest rate hike could come sooner rather than later. Even though the jobs report came out stronger-than-expected, the expectation that rate could rise as soon as June took the market by surprise. With that pull back, our watch list expanded to include 74 companies we will highlight the 25 companies which are at or near its 52-week low. Continue reading