U.S. Preferreds for High Quality Income

U.S. Preferreds for High Quality Income

U.S. preferred shares have had a strong year, with the U.S. Preferred Index1 returning 14.4% over the past year to August 31, 2024. Although prices have moved up, yield to maturity (YTM) for U.S. Preferreds remain near their highest levels in the past decade for...
A Prime Time for Dividend Stocks

A Prime Time for Dividend Stocks

In recent years, dividend-paying stocks in Canada have faced challenges due to rising short-term interest rates which provided yield-seeking investors with alternative income-generating options. Unlike the United States, Canada lacks a robust high-yield corporate bond...
Beyond the Chip: AI’s Demand for Power

Beyond the Chip: AI’s Demand for Power

Artificial Intelligence (AI) has been dominating the investing landscape since the advent of ChatGPT at the end of 2022. While the lion’s share of the focus has been on the technology firms that create semiconductors for AI or software that can benefit from AI, there...
Cash is King: The Power of Free Cash Flow

Cash is King: The Power of Free Cash Flow

Introduction As of March 2024, equity valuations, particularly in the U.S., have reached elevated levels.1 We believe this reflects investor optimism regarding an economic “soft landing”, excitement surrounding AI technology and expectations of central bank...