Definity is the new name for the Economical Mutual Fire Insurance Company of Canada, which issued its first policy in November 1871. It is the sixth largest P&C insurance company in Canada, with 3,100 employees in 12 regional offices. Distribution is through a network of over 600 independent brokerage firms, in which channel it is […]
Duke Energy is based in Charlotte, North Carolina. Its electric utilities serve 8.2 million customers in the south and Midwest, from Florida to Ohio. It also provides natural gas services to 1.6 million clients. The company employs 28,000 people.
Primaris operates shopping centres in secondary markets, such as Kelowna, Windsor, and St. John, NB. Ontario accounts for 39% of its NOI, with 35% in Alberta, 15% in BC, and the remainder in Manitoba, New Brunswick, and Quebec.
This is a global ETF that invests in companies involved in the production of agricultural products, fertilizers, agricultural chemicals, farm machinery, and packaged foods and meats.
This fund invests in companies that are involved in the production of clean energy, such as solar, wind, and hydro.
Petrobras is the Brazilian national oil company.
This actively managed ETF invests in a portfolio of low beta US stocks.
Founded in 1994, Calgary-based AltaGas has grown its asset base to over $20 billion currently. It has a workforce of about 3,000, spanning North America. In 2018 it acquired WGL Holdings, a diversified energy infrastructure company and sole owner of Washington Gas Light Company, a regulated natural gas company based in Washington, D.C. It serves […]
This is not an easy company to understand because it has many moving parts. It’s an acquisition-oriented corporation with interests in aerospace, aviation, and manufacturing. The business plan is to invest in profitable, well-established companies with strong cash flows, operating in niche markets. It runs several regional airlines including Calm Air, Keewatin Air, and Carson Air. […]
This ETF invests in an equal-weight portfolio of about 20 of the largest healthcare companies listed on North American exchanges. The managers write covered call options on a portion of the stocks to generate extra revenue for unitholders. The goals of this ETF are regular quarterly cash distributions, the potential for capital gains, and below-average […]
RTX manufactures aircraft engines, avionics, cyber security solutions, guided missiles, air defense systems, satellites, and drones.
The portfolio consists of 156 mid- to large-cap global companies. Top holdings include Procter & Gamble, Nestle, Coca-Cola, PepsiCo, and Philip Morris International. About two thirds of the stocks are US companies, with 12% in the UK and the rest scattered around.
Home Depot is the largest home improvement retailer in the world. It was founded in 1978 and now has a total of 2,322 retail stores in all 10 provinces, all 50 US states, the District of Columbia, Puerto Rico, the US Virgin Islands, Guam, and Mexico. The company generated $157.4 billion in revenue in 2022. It employs approximately 500,000 workers.
Equinor is majority owned by the Norwegian government. It provides energy to over a million European homes. Most of the production is from Norwegian operations but 36% is from outside of Norway. The company operates in 30 countries and has 20,000 employees. It has Canadian operations in Newfoundland and Labrador. Equinor has been drilling for […]
Watts Water is a provider of market-leading brands in water solutions, with annual sales of $1.8 billion in 2021. Its divisions provide the highest level of performance in the safeguarding of water systems, driven by code and certification, address energy efficiency needs by offering the most efficient conversion of energy sources into heat and hot […]
Mining entrepreneur Ross Beatty owns 6.2%.
Cheniere was the first company to export liquid natural gas.
The fund invests in a variety of resource stocks including oil companies like Chevron and Exxon Mobil, mining companies such as Freeport McMorAn, pipeline companies including Enbridge and TC Energy, and gold miners Barrick and Newmont.
This fund, which has over $3 billion in assets under management, was launched in 2006 and has an MER of 0.42%. It holds 33 stocks in the defense and aerospace sector.
Ford is one of the largest auto manufacturers in the world.
This is a US-based REIT that invests in hospitals around the world. It claims to be the only company with that specific mandate. It is the second-largest owner of hospital beds in the US, with 46,000. Its US portfolio is worth $13.3 billion and its global portfolio $8.8 billion.
Caledonia Mining is a gold producer. Its primary asset is the Blanket Mine in Zimbabwe, and it continues to explore that country for potential mining opportunities.
Automotive Properties REIT is focused on owning and acquiring income-producing automotive dealership properties located in Canada. The portfolio currently consists of 66 income-producing commercial properties, representing approximately 2.5 million square feet of gross leasable area, in most of the largest cities in six provinces – including the three largest of Ontario, Quebec, and British Columbia. […]
This is a Calgary-based oil infrastructure company. Its principal businesses consist of the storage, optimization, processing, and gathering of crude oil and refined products. The company’s operations are focused around its core terminal assets located at Hardisty and Edmonton, and also include the Moose Jaw Facility and an infrastructure position in the US.
Toronto-based Russel Metals is one of the largest metals distribution companies in North America with a growing focus on value-added processing. It carries on business in three segments: metals service centres, energy products, and steel distributors.
One of the longer-established diversified REITs, Winnipeg based Artis has been aggressively recycling its portfolio since CEO Samir Manji and his Sandpiper Group took control in 2021. New management disposed of its industrial assets in the GTA in the third quarter of 2021 for $755 million, a substantial premium to NAV. They then recycled $132 […]
What makes Rivian unique is its ownership. Both Amazon and Ford own significant stakes in the company and provided a lot of the seed capital get it off the ground. What makes the Amazon ownership particularly meaningful is that it has already given Rivian an order for 100,000 delivery vans. This gives Rivian an enormous […]
Babylon is in the telehealth business, with a healthcare app and related mobile services that connects doctors, patients, and pharmacists via their phones or computers. It is subscription based for patients and insurers and offers consultations, referrals, personal care plans and tools, and advice for health and wellness. There are also services for doctors to […]
Altius is a diversified mining, potash, and renewable energy royalty business based out of St. John’s, Newfoundland. Altius boasts many of the characteristics we search for in a long-term investment: a strong management team, a unique and competitively-advantaged business model that has the ability to grow through cyclical downturns, as well as trading at attractive […]
This ETF invests in a portfolio of TIPS – inflation protected securities that are issued and backed by the US government.
Saskatoon headquartered Cameco is one of the world’s largest uranium producers, with major mines in Saskatchewan and refineries in Ontario.
This ETF invests in a portfolio of companies that are leaders in returning capital to shareholders through dividends and/or buybacks.
Okta is based in San Francisco. The company describes itself as “the leading independent identity provider”. Its “Identity Cloud” enables organizations to operate securely in cyberspace, including companies like JetBlue, Nordstrom, Siemens, Slack, Takeda, Teach for America, and Twilio.
Boardwalk is the largest apartment REIT in Alberta and Saskatchewan, with 33,264 apartments as of June 30. At 20,778 units, Alberta represents the largest holdings (12,882 in Edmonton, 5,960 in Calgary, and 1,936 in smaller centres). Quebec has 6,000 units, Saskatchewan 3,505, Southwestern Ontario 2,867, and BC 114.
The Invesco Solar ETF is used as a proxy for the solar industry and has 100% of its holdings in solar manufacturing and related equipment including the technology to operate power plants, store energy, and build related equipment. It is passively managed, follows the MAC Global Solar Energy Index, and is rebalanced quarterly.
This is a high-profile, disruptive technology fund under the direction of Catherine Wood.
Gates operates in two main end markets, Power Transmission and Fluid Power. They are the market leader in each market and both markets are highly fragmented.
This ETF offers exposure to the growth in internet and ecommerce activities in in Asia, Latin America, Africa, the Middle East and Eastern Europe.
This ETF invests in a portfolio of the top six Canadian banks. There are no other bells and whistles, like covered call writing or leveraging.
Winnipeg based Winpak is a manufacturer of packaging and related packaging machines. The company’s goods are used primarily in food, beverages, and healthcare applications, with its modified atmosphere packaging used to extend the shelf life of perishable foods such as meats, poultry, and cheeses as well as medical devices. It also sells specialty packaging, rigid […]
Thor Industries is the largest manufacturer of recreational vehicles in the world, with 48% market share. The company boasts a strong brand portfolio and an international presence. Its portfolio includes 17 brands but is headlined by one of the most iconic names in the industry: Airstream.
The company started out providing power generation equipment for construction applications and residential power back-up. As time went by, it got into providing heavy industrial systems. More recently it has begun to add a large solar component to its offerings by way of backup batteries. It is one of the essential elements of solar distribution […]
This ETF is managed by Catherine Wood’s Ark team. It aims for exposure to companies involved in innovative technologies that include orbital and sub-orbital aerospace, internet access, GPS and location, and space construction. The ETF is sold here by Emerge Canada Inc.
This ETF follows an index designed by Solactive AG. It holds 40 companies engaged in the development of products and services related to satellites, space flight, space stations, and space tourism.
This is a minimum rate reset preferred with 12 million shares outstanding, which is more than any other preferred from this issuer.
ABNB is a great entrepreneurial story. It started with three guys renting out air mattresses in their apartment in San Francisco for $80 a night and has morphed into the $31 billion company it is today.
Ecora Resources was formerly known as Anglo Pacific Group. It renamed itself last October to reflect the change in the group’s portfolio of royalties and streams. It now plans to focus on commodities that support a sustainable future, such as copper, nickel, and cobalt. These are key materials for manufacturing batteries and electric vehicles as […]
Canadian Utilities is based in Calgary. Its operations include electricity generation, transmission, and distribution and natural gas transmission, distribution, and infrastructure development. It also provides energy storage and industrial water solutions and has been heavily investing in green energy projects for over 20 years.
This exchange-traded fund tracks the performance a U.S. based index of 25 oil service companies, which makes this a more aggressive asset.
Everyone knows about Coca-Cola.. What you may not know is that Coke is just one of more than 500 drink brands offered by this company. If you sip on Sprite, Fanta, or Minute Maid orange juice, you’re drinking a Coca-Cola product. Ditto for Dasani water, Powerade, Costa coffee, and more. Coca-Cola is the world’s largest […]