After Gaining +30%, is Canadian Utilities Running Out of Gas?

Our investment in Canadian Utilities (“CU”), which delivers gas and electricity, in November 2023 was based on a straightforward premise: its attractive 5.7% dividend yield positioned it as a prime beneficiary of anticipated interest rate cuts. We believed falling rates would naturally enhance the appeal of high-yielding dividend stocks like CU for income investors seeking […]

Does Alberta Have the Energy to Leave Canada?

Rumblings of Western Canadian sovereignty are once again being heard. Recent polling from Angus Reid suggests that 36% of Albertans and 34% of Saskatchewanians support the idea of leaving Canada. Thankfully, 60% and 58%, respectively, still prefer to remain within the federation. Even so, this tension could easily escalate depending on Ottawa’s next move. Of […]