Palantir Technologies is a prominent player in advanced analytics, artificial intelligence (AI), and big data integration.
Categories
Category: Picks
Categories
LandBridge Company LLC
LandBridge owns approximately 221,000 surface acres across Texas and New Mexico. The company specializes in acquiring, developing, and managing large tracts of land across the United States, with a particular focus on strategic locations for industrial and commercial development.
Categories
Texas Pacific Land Corporation
Texas Pacific is one of the largest landowners in Texas, with a history going back to 1888. Originally formed from the Texas and Pacific Railway Company, TPL has royalty interests and water resources across its vast holdings.
Categories
Finning International
Finning operates in cyclical industries and countries with some degree of political uncertainty, although with 90 years of experience, it has proven successful at negotiating these issues in recent times.
Categories
South Bow Corp. (TSX: SOBO)
This spin-off from TC Energy owns the liquids pipelines business, including Keystone.
Categories
Killam Apartment REIT (TSX: KMP.UN)
Halifax-based Killam Apartment REIT is the largest landlord in the Atlantic provinces with a $5.3 billion portfolio of 18,835 apartments and 5,975 manufactured homes. More than 60% of its properties are located in Nova Scotia, New Brunswick, PEI, and Newfoundland. However, it also has 26.3% allocation in Ontario, primarily in Kitchener/Waterloo, 9.2% in Alberta, and […]
Categories
Infosys (NYSE: INFY)
Infosys is a pioneer in the technology and IT services sector. Founded in 1981, Infosys has been at the forefront of the digital revolution, providing premier IT consulting and services to clients globally. With a presence in over 50 countries and a workforce exceeding 250,000 employees, Infosys is a formidable player in the industry.
Categories
MakeMyTrip (NDQ MMYT)
MakeMyTrip, India’s leading online travel company, was established in 2000, MakeMyTrip has expanded its service offerings to include flights, hotels, holiday packages, and bus and rail tickets, making it a comprehensive travel platform.
Alamos Gold is probably the premier intermediate gold producer in Canada
These are straight preferred shares.
These are straight preferreds.
These are straight preferreds.
These are straight preferred shares.
Categories
Northland Power Inc. (TSX: NPI)
Founded in in 1988, Northland operates 3.4 Gigawatts (GW) (2.8 GWs net) of clean power generation from offshore wind (1.2 GW), onshore wind and solar (1.6 GW), and natural gas (0.7 GW). Geographically, Northland operates in Canada, with 1.25 GW power generation, in the US (220 MW), Germany (1.18 GW offshore wind), and Spain (559 […]
Categories
Sphere Entertainment Co. (NDQ: SPHR)
Sphere is a next-generation entertainment company, focused on creating immersive experiences through its state-of-the-art venue, The Sphere, in Las Vegas. The Sphere is designed to revolutionize the live entertainment experience with its advanced technology, including the world’s largest LED screen and cutting-edge sound and haptic technology.
This rate reset has a strong credit rating of Pfd-2 (high).
The dividend here provides an attractive yield, and it is not set to reset again (or potentially be redeemed at $25) until April 2029. The reset yield would be at a 2.76% spread plus the then prevailing yield on the five-year Government of Canada bond.
Reckitt Benckiser (RB) is one of the world’s leading producers of consumer household products. The company owns a collection of trusted consumer brands with meaningful barriers to entry, high margins, and attractive growth prospects.
Categories
SPDR Gold Shares ETF (NYSE: GLD)
This is the largest physically backed gold ETF in the world, and accurately tracks the movement of the underlying metal.
Categories
VersaBank (TSX, NDQ: VBNK)
VersaBank is a technologically based digital Canadian Schedule I chartered bank (since 2002) that operates using an electronic branchless model.
Categories
Guardian Capital Group Ltd. (TSX: GCG.A)
Guardian Capital is one of the 10 largest independent asset management companies in Canada, with $56.2 billion in assets under management (AUM) as of Sept. 30, 2023.
Categories
Oddity Tech Ltd. (NDQ: ODD)
The company is focused on beauty and wellness. What makes it special is that it offers some unique twists to a very old profession. It utilizes advanced AI technology to manage its skin care brands (IL Makiage) and anti-aging solutions (SpoiledChild) to an online-only customer base.
This ETF invests in a portfolio of Canadian high-dividend stocks with steady or increasing yields.
Categories
BMO Aggregate Bond Index ETF (TSX: ZAG)
This ETF invests in Canadian investment-grade bonds with a maturity of more than a year. Almost three-quarters are issued by the federal and provincial governments.
Categories
TransAlta Corp. (TSX: TA)
TransAlta is a relatively large electricity generation company. It has substantial hydro and natural gas plants as well as significant wind and solar generation. Its most important geographic area is Alberta, but it also has power plants in the rest of Canada as well as in the US and Australia.
Categories
National Bank of Canada (TSX: NA)
Montreal-headquartered National Bank is the smallest of the Big Six Canadian chartered banks and has been known for its focus on Quebec. But it has expanded in the last decade, building a major investment banking and asset management business to complement its strong position in retail banking, as well as a growing US specialty finance […]
This ETF holds companies that develop EV drive trains and autonomous driving and network services.
This ETF invests in companies involved in the development of autonomous and electric vehicles and EV components
Categories
Organon & Co. (NYSE: OGN)
Organon, which was spun out from Merck in 2021, describes itself as a global healthcare company with a focus on improving the health of women. It has a portfolio of more than 60 medicines across a range of therapeutic areas, led by its established products division. Featured are such drugs as asthma medication Singulair and […]
Categories
Jacobs Solutions Inc. (NYSE: J).
Jacobs is a Dallas-based company that provides consulting, technical, scientific, and project delivery services to a wide range of industries, including pharmaceuticals.
Categories
Eli Lilly & Co. (NYSE: LLY)
Eli Lilly is one of the world’s largest pharmaceutical companies. It is a leading producer of a new type of diabetes/weight loss drug. Eli Lilly’s trade name for their drug is Mounjaro. It was approved in the US in 2022 for treatment of Type 2 diabetes and is expected to be approved as a weight-loss […]
Categories
Novo Nordisk A/S (NYSE: NVO)
Novo Nordisk is a Danish company that is one of the world leaders in the production of new diabetes drugs, that are also effective in weight loss.
Categories
iShares India Index ETF (TSX: XID)
This ETF invests in a portfolio of large-cap companies that is designed to track India’s “nifty fifty” index. The fund was launched in January 2010.
Categories
Carrier Global Corp. (NYSE: CARR)
Carrier offer a wide range of products for heating, ventilation, and cooling applications, catering to residential, commercial, and industrial customers.
Categories
ARC Resources (TSX: ARX)
ARC is Canada’s largest producer of condensate.
Categories
Mullen Group Ltd. (TSX: MTL)
Mullen Group is an Alberta-based transportation and logistics company, with a market cap of $1.4 billion.
The fund holds a portfolio of top gold producers and actively writes covered call options against them.
Categories
GE HealthCare Technologies (NDQ: GEHC)
GE HealthCare Technologies (NDQ: GEHC) is a subsidiary of General Electric and is one of the largest medical technology companies in the world. The company offers a wide range of medical products and services, including medical imaging equipment, monitoring and diagnostic devices, and healthcare IT solutions. With a global presence, GE HealthCare operates in over 160 […]
Categories
Paramount Global (NDQ: PARA)
Formerly known as Viacom/CBS (the name was changed in February 2022), Paramount Global is a media and entertainment company that offers its services through Direct-to-Consumer (Paramount+) and Filmed Entertainment segments. Its TV Media segment operates domestic and international broadcast networks that include the CBS Television Network and Network 10 as well as cable networks comprising […]
EDV was launched in December 2007. It seeks to track the performance of the Bloomberg US Treasury STRIPS 20–30 Year Equal Par Bond Index. It has US$2.4 billion in assets under management and a minimal expense ratio of 0.6%.
Categories
Dollarama (TSX: DOL)
Dollarama has 1,444 stores in Canada. Its highly profitable business model includes directly sourcing its products at low cost, generally from Asia and China in particular. All stores are company-owned and operated and are in leased premises and are always kept clean and orderly. It also owns 50.1% of the 395 store Dollarcity chain with […]
Categories
Saputo Inc. (TSX: SAP)
Montreal based Saputo, with 18,600 employees and 67 plants globally, is one of the top-10 dairy processors in the world. It is a leading cheese manufacturer and fluid milk and cream processor in Canada (28% of revenues) with brands such as Armstrong cheese, and Baxter, Neilson, and Dairyland milk.
Categories
Moderna Inc. (NDQ: MRNA)
Moderna created one of the most successful Covid vaccines. The company continues to work on new variants as the virus continues to evolve but that is going to only be a small part of its business over the long term. The company has an extensive pipeline of products being developed by its own platforms and […]
The monthly dividend has remained unchanged at $0.11 ($1.32 annually) equivalent to a yield of 8.4%.
This ETF invests in the 15 largest energy companies listed on North American exchanges and writes covered calls against the portfolio.
XSB seeks to provide income by replicating the performance of the FTSE Canada Short Term Overall Bond Index. Under normal market conditions, XSB invests in both government and corporate bonds.
This ETF seeks to replicate, to the extent possible, the performance of the FTSE Canada Short Term Corporate Bond Index. ZCS invests in a variety of investment-grade debt securities primarily with a term to maturity between one and five years.
Categories
Ross Stores (NDQ: ROST)
Ross Stores is a Fortune 500 company, based in California. Last year its revenues were $18.9 billion. It is a US based business only and has 1,648 locations in 40 states.
Categories
The TJX Companies, Inc. (NYSE: TJX)
TJX has exposure to nine countries beyond the US. Its brands include Winners, HomeSense, and Marshalls. Also, there are a large group of ecommerce sites related to the brands.
The Aerospace and Defense ETF invests in businesses that “are involved in the development, manufacturing, operations, and support of US defence, homeland security, and aerospace operations.”