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.
Category: Picks
Ecora Resources PLC (TSX: ECOR)
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 (TSX: CU, OTC: CDUAF)
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.
The Coca-Cola Company (NYSE: KO)
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 […]
Thermo Fisher Scientific Inc. (NYSE: TMO)
Based in Waltham, Massachusetts, this is a leading manufacturer of scientific instrumentation including laboratory and health monitoring equipment. It also provides software and services to the healthcare, biotechnology, and pharmaceutical industries, as well as to governments and academia. Its brands include Thermo Scientific, Fisher Scientific, Applied Biosystems, Invitrogen, Patheon, and Unity Lab Services.
ELF is a cosmetics company that caters to a younger customer base, with more reasonable prices. It has broad distribution through department chains along with a decent online business. Many of its products cost $10 or less, which appeals to budget minded millennials.
American Water Works (NYSE: AWK)
This company, which traces its history back to 1886, is the largest and most geographically diverse U.S. publicly traded water and wastewater utility. It employs more than 7,000 people who provide regulated and market-based drinking water, wastewater and other related services to more than 15 million consumers in 46 states.
This is a cumulative redeemable minimum rate reset preferred share, which does not reset its dividend for another two years. That gives it more time than other MRRPs for rates to possibly rise again – perhaps to the point where it might even reset above its floor rate.
EARK was launched in June 2019 and is the Canadian version of the Ark Innovation ETF. The fund is sub-advised and actively managed by Cathie Wood and her team and is hedged to the Canadian dollar. The fund invests in a global basket of companies that are focused on disruptive innovation. This includes technologically enabled […]
Rock Tech Lithium Inc. (TSX-V: RCK)
When completed, the company’s mine in northern Ontario will be the one of the few non-Chinese lithium producers in the world.
This well-balanced portfolio holds 30 securities, most of which fit the classic definition of undervalued.
First Quantum is one of the largest copper producers in the world.
SPAC and New Issue
SPCX is the first actively managed SPAC ETF. SPCX provides investors with exposure to a broad portfolio of SPACs with the familiar attributes of an exchange traded fund’s diversity, tax-efficiency, and liquidity.
This is a SPAC that is sitting on a large amount of cash to invest.
CT REIT (TSX: CRT.UN, OTC: CTRRF)
9.5
Loblaw Cos. Ltd. (TSX: L, OTC: LBLCF)
Loblaws is Canada’s largest grocer with company-owned and franchised supermarkets. It owns the Shoppers Drug Mart chain and PC Financial, which offers banking services. It also sells clothing under the Joe Fresh name. Loblaws brands include President’s Choice, No Name, Exact, and Life.
XMS invests in low-beta U.S. stocks such as Coca-Cola, Visa, McDonalds, and Verizon. Low beta means they are less sensitive to broad market movements and, in theory, less risky.
The fund invests in an equally weighted portfolio of 20 large cap tech companies such as Apple, Cisco, Facebook, and Adobe. The managers write covered call options to generate income.
West Fraser Timber (TSX, NYSE: WFG)
West Fraser Timber is primarily a lumber (and panels) company with plants and operations in western Canada (mostly B.C.) and the southern United States. It has lumber operations in 13 locations in western Canada and panel operations in eight locations. It has operations in 21 locations in the southern U.S. It also has five pulp […]
Procter & Gamble (NYSE: PG)
An industry leader in cleaning products, personal health care and grooming.
AstraZenaca (NDQ: AZN)
AZN is a major pharmaceutical company that is among the leaders in producing a COVID vaccine.
National Grid Transco plc (NYSE: NGG)
National Grid is the owner of the electricity transmission network in the UK but also owns several utilities in the northeastern US.
Sabre Corp. (NDQ: SABR)
This is a software for services firm that powers the back end of many travel related companies. These include airlines, airports, car rental companies, cruise lines, hotels, search engines, and online travel agencies.
Canadian company that specializes in pressure-treated lumber.
: This is a balanced ETF that invests globally in a portfolio that is roughly divided 60 per cent stocks, 40 per cent bonds. It’s a fund of funds, holding assets in eight basic iShares funds.

A good choice is the Brompton Flaherty and Crumrine Investment Grade Preferred ETF
Quipt Home Medical Corp. (TSX-V, NDQ: QIPT)
This company was previously called Protech Home Medical Care. It.is a provider of clinical respiratory equipment to a network of over 17,000 referring physicians across the country and oversees the delivery of nearly 250,000 pieces of equipment each year. The company operates a largely subscription-based revenue model, providing not only the initial equipment delivery and […]
Trulieve is a vertically integrated “seed-to-sale” company. It is the first and largest fully licensed medical cannabis company in Florida, owning over 50% of the market.
This ETF focuses on U.S. preferred shares. It is overseen by Flaherty & Crumrine, a highly respected specialty U.S. preferred share manager.
Horizons US Marijuana Index ETF (NEO: HMUS)
Horizon ETFs did some house cleaning in advance of its rebranding as Global X and recently closed nine ETFs. This was one of them.
This REIT offers a portfolio of high-quality healthcare real estate comprised of interests in a diversified portfolio of 183 income-producing properties and 15 million square feet of gross leasable area located throughout major markets in the Americas, Europe, and Australasia.
This ETF is composed mainly of companies in the food production or retailing business. They include familiar names like Loblaw, Metro, George Weston, Empire, Maple Leaf Foods, and Alimentation Couche-Tard.
iShares Silver Trust
Silver is the poor man’s gold. SLV is a way to hedge the inflation wildcard, as it holds physical silver rather than silver futures. So, you eliminate the risks associated with misallocations within the silver market. SLV is an ETF to hedge the inflation wildcard.
iShares Gold Bullion ETF (TSX: CGL)
This ETF only holds gold bullion. It allows you to own gold without having to buy the actual metal and pay for storage. There are no gold mining companies in this ETF.
RioCan REIT (TSX: REI.UN, OTC: RIOCF)
RioCan currently operates only in Canada, having divested its U.S. holdings in 2016. It has 206 income producing properties and another 13 under development, 11 of which are urban intensifications where RioCan already owns the land. Only 9.1% of its space consists of traditional enclosed shopping malls as most of its properties are open-air big […]
This ETF is similar to CGXF; however, it has a much more international flavour.
Roku Inc. (NDQ: ROKU)
Roku started making desktop boxes for Netflix and was spun out by Netflix back in 2007. Since then it has morphed from a device maker to a platform company that hosts all the other streaming services with the exception of NBC’s Peacock.
Nutrien Corp. (TSX, NYSE: NTR)
The world’s largest fertilizer company.
The Scotts Miracle-Gro Company (NYSE: SMG)
Scotts was founded in Ohio in 1888 to sell grass seed and its product lines have expanded over time. They now include a variety of lawn care products, including seeds, weed and pest control, potting and garden soils, and mulch. Miracle-Gro is a best-selling water-soluble plant food.
This is an NVCC rate reset preferred share issued by Canada’s largest bank.
This ETF tracks the performance of the index of the same name, less expenses. It invests in mining and royalty stocks, rather than bullion itself.
This is a rate reset preferred. It is not a minimum, but its spread (497 bps) is higher than the total minimum dividend rate of some minimums (which start at 4.5%).
The Clorox Company (NYSE: CLX)
In addition to bleach, which was the company’s only product when it was launched back in 1913, Clorox now produces a wide range of disinfectants for both home and institutional use. They include disinfectant wipes, Spore Defense Cleaner Disinfectant, Citrace Hospital Disinfectant, and many more.
Metro Inc. (TSX: MRU)
Metro Inc. is a large grocery and pharmacy chain operating primarily in Quebec, where 71% of its grocery stores are located. The remaining 29% are in Ontario. Similarly, 83% of its pharmacies are in Quebec, 12% in Ontario, and 4% in New Brunswick.
Brookfield Asset Management is an alternative asset manager with over $515 billion in assets under management It’s been around in one form or another for 120 years and specializes in investing in long-life, high-quality assets and businesses in more than 30 countries around the world. It is diversified across real estate, infrastructure, renewable power, private […]
Paramount Global (NDQ: PARA)
This is a global media and entertainment company. Its portfolio includes CBS, Showtime, Paramount Pictures, Nickelodeon, MTV, Comedy Central, book publisher Simon & Shuster, and many more. The company claims the largest share of the U.S. television audience and has one of the industry’s most extensive libraries of TV and film titles. ViacomCBS also provides […]
This ETF invests in an equal-weight portfolio of the 15 largest gold and precious metals companies by market cap listed on North American stock exchanges that have liquid options markets. Holdings include B2Gold, Yamana Gold, Kinross Gold, Gold Fields Ltd., Pan American Silver, and Barrick Gold. Covered calls are written to generate income.
iShares USD Green Bond ETF (NDQ: BGRN)
This fund invests in a portfolio of investment-grade global green bonds, where the use of proceeds is directly tied to promote climate or other environmental sustainability purposes through independent evaluation.
Walt Disney Corporation (NYSE: DIS)
Everyone has heard of Walt Disney. It’s an international family entertainment and media giant that owns businesses ranging from the ABC television network to Disneyland. Its subsidiaries include Walt Disney Studies, Pixar Animation, LucasFilm Ltd. (the Star Wars franchise), Marvel, Touchstone Pictures, the Disney Store, and much more. The company is headquartered in Burbank, California.
DocuSign (NDQ: DOCU)
The concept behind DocuSign is simple. As more employees work from home, it is necessary for documents to still get signed whether it be for mortgages, divorces, corporate affairs, etc.