Dividend Reinvestment Plan Discount increased to three per cent

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SUGAR LAND--December 9, 2008--Researched by Industrial Info Resources (Sugar Land, Texas)--Bruce Power LP has started a feasibility study for the construction of a 1,000-megawatt (MW) nuclear power station in Saskatchewan in the Battleford or Prince Albert areas. Sources said that the company is in the very early stages of development and that it has not yet determined whether a nuclear facility is best suited for the selected areas. Bruce Power is a partnership made up of Cameco Corporation (NYSE:CCJ) (Saskatoon, Saskatchewan), TransCanada Corporation (NYSE:TRP) (Calgary, Alberta), the BPC Generation Infrastructure Trust, the Power Workers Union and the Society of Energy Professionals.

SUGAR LAND--November 21, 2008--Researched by Industrial Info Resources (Sugar Land, Texas)--Bruce Power (Tiverton, Ontario) was forced to remove the 825-megawatt (MW) Unit 3 at the Bruce Nuclear Station in Tiverton late Wednesday evening after a flow transmitter malfunctioned during maintenance, tripping the turbine. Bruce Power is a partnership among several companies: Cameco Corporation (NYSE:CCJ) (Saskatoon, Saskatchewan), TransCanada Corporation (NYSE:TRP) (Calgary, Alberta), BPC Generation, Infrastructure Trust, Ontario Municipal Employees Retirement System, Power Workers' Union, and the Society of Energy Professionals.

Other companies featured: British Energy (LSE:BGY)

SUGAR LAND--October 28, 2008--Researched by Industrial Info Resources (Sugar Land, Texas)--TransCanada Energy Limited, a subsidiary of TransCanada Corporation (NYSE:TRP) (Calgary, Alberta), has begun construction of the estimated $112 million Phase I construction of the 66-megawatt Kibby windfarm project located near Eustis, Maine.

How is this responsible advice?

In my previous post I introduced my Dividend Dream and gave better insight into the topic of Enduring Value that I’ve adapted to create a long-term investing approach focused on value and dividends. This post will look inside my decision criteria for this group of stocks, what companies comprise the DivG portfolio and what decisions I made on how to construct and organize the portfolio. To review the current organization of my portfolios: Short-term Cash/Savings comprise 17.5% of my invested assets and is held in a high interest savings account. RSP includes only Canadian bonds, international ETF’s, US equities and ADR’s of international companies. This maximizes the efficiency of[More...]

If we truly are headed into a deep recession domestically as well as globally, the stocks of companies that provide goods and services that we are unlikely to go without during a recession are probably a good bet to continue to grow earnings and dividends throughout a slowdown. The problem is that ...

The infrastructure build out going on globally has legs. I saw one report a week or two ago that estimated more than a trillion dollars will be spent every year through 2015. You could probably find a report that said whatever you needed it to say but clearly there is going to be a lot of capital deployed for quite a while to come.

I wondered if you could find an infrastructure stock for each SPX sector. Maybe this can be a collaborative effort. I know I will miss things so please feel free to comment on what I do miss. In this way we might all learn something.

Some of things I mention will be a bit of a stretch which is the point, its a theoretical exploration.

Technology- This one is not easy. Part of the modernization of many of the countries is the Internet. This for sure means networking products and storage of data. The bigger names would include Cisco (CSCO) and EMC. There are obviously smaller names and foreign names that could be part of the discussion.

Financials- Ok I may be own my own with this one but I think that the exchange stocks represent the financial infrastructure of a country. Most of the exchange stocks I know of (both domestic and foreign) have been pounded on in 2008. One exception is is a stock I wrote about for TSCM in March called Climate Exchange PLC (CXCHF) which is listed in London. They are the main player in carbon credit trading. The growth in trading volume is huge yet is so small it might as well not even exist yet. I bought a little personally but I had a tough time doing the diligence I think is necessary to own it for clients, maybe I can access more information in the future.

Stock or futures exchanges are infrastructure for the flow of capital. There is modernization within that occurs. Some countries have very primitive stock markets that will only modernize in the future. Who knows how quickly this will happen but it will happen. This may involve more consolidation or other forms of investments but I believe the theme is investable for people who are so inclined.

One other thought here would be Macquarie Group (MQBKY) and Babcock & Brown (BBNLF), two Aussie banks with a lot of infrastructure funds between them.

Healthcare-I have two thoughts here but the argument is weak. First is hospitals. I found four but there are probably others. Lifepoint (LPNT), Community Health Systems (CYH), Health Management Associates (HMA) and Tenet Healthcare (THC). I have never studied this group. I am vaguely familiar with Tenet for what I believe were some accounting issues a few years ago. All four of these are a long way from their 52 week highs which is a surprise, I might expect a counter-cyclical aspect to these.

The other thought would be any companies that do medical billing. I am not aware of any stocks that do this but if you know of any please leave a comment.

Industrial-This is one of the easiest sectors. You could include any of the toll roads, airports, engineers, certain parts of the water theme or Japanese nuclear plant builders.

Energy Infrastructure Fund (-Pipelines and the like probably fit the bill here. The two biggest names in the iSharesIGF) for this space are Williams (WMB) and TransCanada Corp (TRP). Some may disagree but I think windmills fit in here. Vestas (VWDRY) is big cog here but there are others.

Telecom- The story here is similar to tech. One way or another more people will have telephone access (most likely cell phone). This could also mean things like towers; American Tower (AMT), Crown Castle (CCI) and SBA Communications (SBAC) are three I found. If you know any others please leave a comment.

Utilities-This one is easy too. Pretty much anything in the SPDR FTSE/Macquarie Infrastructure ETF (GII), which is 90% utilities probably fits.

Materials-This one is weak too but I suppose mining equipment (but then that drifts into industrial), mining companies that are big producers in countries that primarily resource countries, maybe certain kinds of chemical companies, anyone else have some ideas here?

Staples and Discretionary-I don't have anything here. If there are any you can think of here please leave some comments.

This post is really about process. There have been past posts about some of these things and hopefully this one furthers the discussion.

Here’s a news story I bet you haven’t heard. It’s created a nearly catastrophic economic environment in one of our nation’s state capitals, but few folks are talking about it. Maybe it is because they are scared to raise the subject. [More...]

In these uncertain times, it’s important to balance your portfolio with a good mix of high yielding stocks. I will avoid touching upon REITs and Financial stocks for the time being because I’m unsure as to whether the worst is over. I’m the kind of guy who’s not interested in pharmaceutical plays, such as Pfizer (PFE), since I highly doubt its 6.4% yield. Looks unsustainable to me, especially when you consider the fact that it has a payout ratio over 100%.

Then, I turned to the utility sector and found TransCanada (TRP). And let me tell you — it’s an…

Companies featured in this segment: Union Fenosa SA (MCE:UNF), TME Australia, Union Fenosa Wind Australia, Bruce Power LP, Cameco Corporation (NYSE:CCJ), TransCanada Corporation (NYSE:TRP), ExxonMobil (NYSE:XOM), Merrill Lynch (NYSE:MER), ESB International, Scottish and Southern Energy plc (LSE:SSE), E.ON AG (OTC:EONGY), Pine Lake Corn Processors LLC, Fluor Corporation (NYSE:FLR), and Siemens Limited (BSE:500550).

Companies featured in this segment: Cameco Corporation (NYSE:CCJ), TransCanada Corporation (NYSE:TRP), Praxair Incorporated (NYSE:PX), Chevron (NYSE:CVX), Ormat Technologies Incorporated (NYSE:ORA), ENEL SpA (BIT:ENEL), Nevada Geothermal Power Incorporated (OTC:NGLPF), Progress Energy's (NYSE:PGN), Rolls-Royce (OTC:RYCEY), and Church & Dwight Company Incorporated (NYSE:CHD).

Companies featured in this segment: Spectra Energy (NYSE:SE), TransCanada (NYSE:TRP), Questar (NYSE:STR), Kinder Morgan (NYSE:KMP), Dominion Resources (NYSE:D), El Paso Pipeline Partners (NYSE:EPB), ExxonMobil (NYSE:XOM), Petrobras (NYSE:PBR), Vale (NYSE:RIO), BHP Billiton Limited (NYSE:BHP)

Companies featured in this segment: Dow Chemical Company (NYSE: DOW), Marathon Oil Corporation (NYSE: MRO) (Houston, Texas), TransCanada Corporation (NYSE:TRP) (Calgary, Alberta), Petro-Canada Incorporated (NYSE:PCZ) (Calgary), Siemens (NYSE:SI)