The fund invests in split-preferred shares and pays monthly tax-advantaged dividends
Category: Picks
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Cardinal Energy (TSX: CJ)
Canadian oil and natural gas company
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SLB Limited (NYSE: SLB)
formerly Schlumberger
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Canadian Net REIT (TSX-V: NET.UN)
formerly Fronsac REIT
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Circle Internet Group (NYSE: CRCL)
A global FinTech best known for issuing USDC
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Flex LNG (NYSE: FLNG)
One of the strongest performers in the energy sector
The only pure-play exposure to the European banking sector listed on the TSX
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ADF Group Inc. (TSX: DRX)
A leading North American company that designs, engineers, fabricates, paints, and installs complex steel structures for major construction projects
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CI Auspice Broad Commodity Fund (TSX: CCOM)
A portfolio of commodities in the energy, metals, and agricultural sectors
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BMO Gold Bullion ETF (TSX: ZGLD)
Physical gold in 400 troy ounce bars
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Extendicare Inc. (TSX: EXE)
Care for seniors across Canada
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Global X Defense Tech ETF (NYSE Arca: SHLD)
US version launched September 2023 whereas the Canadian fund was started in April 2025
This fund provides superior cash flow for a portfolio of this type.
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Eaton Corporation (NYSE:ETN)
The brains of the electrical network
The dominant force in power-infrastructure construction
This ETF invests in a portfolio of short-term Canadian corporate bonds, rated investment grade (BBB or better).
One the 10 largest mining companies in the world by market capitalization
The largest owner of primary care clinics in Canada
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Dominion Energy (NYSE: D)
The largest producer of carbon-free electricity in New England
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EssilorLuxottica (OTC: ESLOY)
The world’s largest eyewear company
Formerly known as MacDonald, Dettwiler and Associates
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iShares S&P/TSX SmallCap Index Fund
Replicates the performance of the index of the same name
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Haleon plc (NYSE, LSE: HLN)
Haleon is the largest consumer pharmaceutical business in the world.
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Propel Holdings Inc. (TSX: PRL)
A financial company using AI underwriting technology.
This ETF tracks the MSCI Argentina Index, providing exposure to a basket of Argentine equity securities.
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iShares MSCI Brazil ETF (NYSEArca: EWZ)
This ETF tracks the performance of the MSCI Brazil Index, which includes large- and mid-cap companies.
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iShares Europe 350 ETF (NYSE: IEV)
The iShares Europe 350 ETF is a long established (launched July 2000) ETF with US$2.05 billion in assets
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Cogeco Inc. (TSX: CGO, OTC: CGECF)
The second largest cable operator in Ontario and Quebec
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Dollar General Corp. (NYSE: DG)
America’s rural grocer
Designed to capitalize on the growing demand for defense and security capabilities in Europe.
Investing in defense and aerospace companies across NATO member countries in Europe.
A business development lender that invests in private US companies.
This fund invests in a portfolio of Canadian federal and provincial real return bonds.
Known for their OXXO chain of convenience stores
This index measures the performance of 50 of Europe’s largest companies.
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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.
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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.
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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.
This company’s largest asset is the Keystone pipeline
The largest landlord in the Atlantic provinces
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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.
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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
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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 […]
This rate reset has a strong credit rating of Pfd-2 (high).
The Pfd-3 (high) credit rating is reasonably strong and is considered investment grade
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.
This ETF tracks the performance of the MVIS Global Uranium & Nuclear Energy Index.
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BHP Billiton (NYSE: BHP)
BHP BiIliton is the largest copper miner in the world, producing 1.72 million tonnes in 2023. It is also the largest and lowest-cost global producer of iron ore from its five mines in the Pilbara region in Western Australia, which produced nearly 250 million tonnes of iron ore last year.