Montreal-based Boralex is a renewable energy company
Category: Picks
AeroVironment (NDQ: AVAV)
AeroVironment is largest supplier of small, unmanned aircraft systems (drones) to the Pentagon and to dozens of allied nations. It also manufactures tactical missile systems. Some of their products are used for search and rescue operations but most are for military purposes.
This REIT invests in a portfolio of light industrial properties. It has a few assets in the West and one in the Maritimes, but the prime focus is on Ontario and Quebec.
The fund is well suited for defensive portfolios.
Netflix Covered Calls
Facebook Covered Call
Cedar Fair LP (NDQ: FUN)
The company is in the theme park business with 13 parks throughout the U.S. and one near Toronto: Canada’s Wonderland. They also have five hotels adjacent to their parks with 1,600 rooms. As well, they own 1,400 acres of undeveloped land adjacent to their parks for future expansion.
The largest software company on the planet
This preferred is the result of rate reset holders converting to the floating rate preferreds. It still currently trades well below par.
InterRent REIT (TSX: IIP.UN, OTC: IIPZF)
InterRent’s strategy of buying properties in need of upgrades is the main reason why its new leases are offering superior returns. The company starts with common areas and then renovates individual units as they come available. Redoing kitchen and bathrooms enables it to increase rents when units turn over.
SPDR Gold Trust
This is the largest gold ETF in the world.
Supremex (TSX: SXP, OTC: SUMXF)
Supreme is an envelope and packaging manufacturer that operates in Canada and the U.S.
BHP Group (NYSE: BBL)
BHP Group is a huge Australia-headquartered global mining and petroleum company. It has $109 billion in assets and about 80,000 employees and contractors. Iron ore is its main product, accounting for 57% of revenue in fiscal 2021. Copper was 27% of revenue, with coal at 9% and petroleum contributing 7%. It has a very heavy […]
An artisanal and small-scale mining corporation headquartered in Montreal
This ETF offers an equally-weighted portfolio of the 10 largest U.S. and Canadian life insurance companies. The managers also write covered call options on a portion of the portfolio to generate extra income.
This ETF tracks the North American Marijuana Index, which includes publicly traded companies from across the continent with an emphasis on Canada.
Sylogist Ltd. (TSX-V: SYZ, OTC: SYZLF)
Sylogist is a software company that, through strategic acquisitions, investments and operations management, provides intellectual property solutions to a range of public sector customers.
The company’s headquarters are in Waterloo, Ontario and Descartes has offices and partners around the world.
This preferred is just about the oldest minimum rate reset on the market, and therefore has one of the longest track records of any preferred of its type. It is also one of the few issues that has an investment-grade credit rating.
The company is Canada’s only fully integrated national distributor in the building materials and related products sector. It operates two business segments, Building Materials Distribution and Forestry. CanWel has plants and distribution centres in both Canada and the U.S. and owns approximately 136,000 acres of timberland in Western Canada. The company was founded in 1989 […]
PIMCO Monthly Income ETF (TSX: PMIF)
This recently launched ETF is based on a mutual fund of the same name that has been in existence since January 2011.
The ETF was launched in July 2014 and has $530 million in assets under management.
The mandate is to invest in a portfolio of investment-grade bonds that are not denominated in U.S. dollars. The main holdings are issues from Japan, France, Germany, Italy, and the U.K. All but a small fraction of the bonds are investment-grade (BBB or higher) so credit risk is minimal.
This ETF invests in a portfolio of U.S. dollar-denominated bonds that can be both investment grade and high yield.
One of the largest P&C insurers and reinsurers in North America
This ETF focuses on the burgeoning video game industry
iShares MSCI Germany ETF
This ETF tracks the performance of a portfolio of large and mid-size German companies.
Cott Beverages
Cott is primarily a private label manufacturer of beverages with a vast array of customers, although they do have a few of their own brands.
A major contractor for the Canadian Armed Forces
The BMO US Put Write ETF (TSX: ZPW.U)
Selling put options is a twist on the covered call strategy, but the risk and returns are similar if the ETF does not leverage its positions. This ETF does not use leverage and in fact secures the sale of all the put options with cash.
Square Inc.
Square Inc. develops and provides payment processing, point-of-sale (POS), financial, and marketing services worldwide. The Company combines software with hardware that allows sellers to turn mobile and computing devices into payments and point-of-sale solutions.
Advanced Micro Devices
Global semi-conductor company Advanced Micro Devices makes the microchips that run computers and many smart appliances. AMD primarily offers x86 microprocessors as an accelerated processing unit (APU), chipsets, discrete graphics processing units (GPUs), and professional graphics. It also offers server and embedded processors, and semicustom System-on-Chip (SoC) products and technology for game consoles.
Excel High Income Fund
The fund is managed by Sergei Strigo of Amundi Asset Management. The corporate name may not be familiar, but Amundi is one of the largest firms of this type in Europe with over US$1 trillion in assets under management. The fund’s track record is very impressive. As of May 31, it shows a five year […]
The company is somewhat unusual in the energy business in that it is not actively involved in exploration and production. Rather, it leases land to E&P companies in exchange for a royalty stream on oil and natural gas production from the wells on its vast properties. This means the company does not incur the exploration […]
ABB Group (NYSE: ABB)
ABB Group is a Swedish-Swiss company based in Zurich that trades as an American Depository Receipt on the New York Stock Exchange under the symbol ABB.ABB can trace its history back to the late 19th century. It employs 132,000 people worldwide and ranks at number 286 in revenue terms on the Fortune 500 list. The […]
Panasonic Corp.
Most of us know Panasonic from their consumer products. They are well known for making televisions, audio equipment, kitchen appliances, air conditioning systems, washers and dryers etc. The company, which is based in Japan, also has a division that manufactures computers, projectors, SD memory cards, in-flight entertainment systems, and other related consumer facing businesses. Panasonic […]
REIT focussed on US strip malls
Tata Motors (NYSE: TTM)
Tata Motors is India’s largest car manufacturer. The stock trades as an ADS (American Depository Share) in New York.
Meritage Hospitality
Meritage Hospitality owns and operates a network of branded restaurants in the quick-service and casual dining restaurant industries. The company operates approximately 250 Wendy?s restaurants across seven states within the quick-service restaurant (QSR) industry and five casual dining restaurants under the banners Twisted Rooster, Crooked Goose, and Freighters in the state of Michigan.
Nvidia made its name with the graphic processor units used in gaming systems.
Ceapro Inc. (TSX: CZO, OTC: CRPOF)
Ceapro Inc. is an Edmonton-based “growth stage biotechnology company”. It currently has about 21 employees. Through scientific research, it develops extracts from plants (currently, mostly oats). It currently produces several extracted products on a commercial scale that are used in the cosmetics industry and include an active ingredient used in some anti-aging and skin conditioner […]
National Beverage Company (NDQ: FIZZ)
The company’s products have wide distribution through the U.S. with LaCroix, Faygo, and Shasta being three of the best known. Faygo Moon Mist and Shasta Tiki Punch have been made and marketed in the U.S. for over 100 years. The company also has a large number of smaller brands, including juices and lemonade.
McKesson Corp.
The company provides a variety of services to the pharmaceutical industry but one of the main ones is drug distribution. Along with two other companies (Cardinal Health and AmeriSource Bergen) it acts as the middleman between drug manufacturers and dispensers (pharmacies, hospitals, doctors, etc.). Those three firms operate as an oligarchy in their segment of […]
A portfolio of stocks from the major tech companies
Ag Growth 5% Convertible 2020 Debentures
These debentures entitle the holder of $1,000 in face value to convert them at $60 per share, equivalent to 16.67 shares of Ag Growth.
This ETF tracks the MSCI India ESG Leaders Index
Invesco Shipping ETF (NDQ: SEA)
The ETF attempts to track the performance of the Dow Jones Global Shipping Index, less fees and expenses. The managers try and choose the most stable companies in the group, with an emphasis on those that can afford to pay dividends. The net expense ratio is 0.65% and the fund has US$119 million in assets […]
The world’s largest maker of flight simulators used to train civilian and military pilots.
Savaria Corp. (TSX: SIS, OTC: SISXF)
Savaria Corp. is a Canadian company that manufactures, assembles, and customizes a range of stair lifts, platform lifts, and commercial and residential elevators. It operates through two divisions: Accessibility, which designs, makes and installs accessibility products such as stair lifts and elevators; and Adapted Vehicles, which converts both private and commercial minivans (i.e. taxis) for […]
Carnival Cruise Lines
Carnival is one of the world’s largest travel companies. Their brands include Princess, P&O Cruises, Holland America, Cunard, Costa, and many others.It has operations in North America, Europe, Australia, and Asia.