Investing Topics: Investment Strategy

Canadian REITs trade at reasonable valuations, offer superior yields and generally operate more conservatively than their US peers.

Perhaps those dastardly short sellers aren’t so smart after all.

The Alerian MLP Index hits a new high, the DJUA recovers and many of our value names have soared. This summer's volatility shows why it pays to wait for the right price to buy.

Four more Portfolio holdings report, plus we take a look at the Kinder Morgan Mega-Deal and SCANA Corp's negotiations with South Carolina regulators.

The seller's market for bonds favors dividend-paying equities, but investors need to remain disciplined and avoid overpaying for quality.

While the partisan battle for the US Senate this November makes headlines, the real action for investors is in the gubernatorial elections. Winning governors will appoint state regulators, who set policy for everything from mega-mergers and customer rates to carbon dioxide emissions. Much will depend on what happens in the six states where incumbents look vulnerable: Connecticut, Georgia, Hawaii, Illinois, Kansas and South Carolina. Picking the best opportunities to bet against short sellers helped us to book a 52 percent gain in Windstream Holdings (NSDQ: WIN) and a 58.2 percent profit on Enel (Milan: ENEL, OTC: ENLAY).  We expect our latest addition to the Aggressive Income Portfolio to also confound short sellers and reward us with solid returns.

We sold Aggressive Income Portfolio member Windstream Holdings (NSDQ: WIN) for a roughly 52 percent profit since October 2013, and look at four other companies facing challenges.

Earlier this summer, momentum chasers bid the stock price up to an all-time high, but now's the time to invest in this exceptionally solid electric utility and pipeline owner at a favorable price.

Don’t panic! The long-awaited correction has finally arrived, giving patient investors an opportunity to pick up high-quality utility stocks at reasonable valuations.

We booked a 52% gain on Windstream Holdings (NSDQ: WIN). Now it's CenturyLink's (NYSE: CTL) turn to prove the skeptics wrong.