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 […]
Category: Picks
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 […]
Slate Grocery REIT is a 100% pure play grocery focused US strip mall operator. It has 117 properties comprising 15.3 million sq. ft. in 24 states primarily located in the fast growing mid-Atlantic, Southeastern US, and Texas. Property value was $2.4 billion as of Sept. 30, 2023.
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 […]
This ETF is run by First Asset Investment Management. It provides exposure to the 25 largest high-tech companies listed on the New York Stock Exchange and Nasdaq. That includes names like Apple, Alphabet (which is the parent company of Google), Yahoo, Cisco Systems, IBM, Microsoft, Facebook, etc.
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.
Richelieu Hardware (TSX: RCH, OTC: RHUHF)
This Montreal-based company is an importer, distributor, and manufacturer of specialty hardware products. The entire inventory consists of more than 110,000 items. The company has 37 distribution centres in Canada and 31 in the eastern and southern U.S. It has two manufacturing plants in Canada: Cedan Industries Inc., which specializes in making of a wide […]
BMO India Equity Index ETF (TSX: ZID)
This ETF tracks the MSCI India ESG Leaders Index, which in turn is based on the MSCI India Index of mid- and large-cap stocks. This makes it a socially responsible fund with screens that exclude companies that earn significant revenues from tobacco, alcohol, gambling, weapons, and nuclear power.
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 […]
Visa operates the world’s largest retail electronic payment system.
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.
Photon Control Inc. (TSX: PHO)
Photon Control designs, manufactures, and distributes a wide range of optical sensors and instruments to measure temperature, pressure, position, and flow. These products are used by original equipment manufacturers as well as end-users in the semiconductor (90% of current sales), oil and gas, power, life science, and manufacturing industries.
Principal Financial Group (NDQ: PFG)
Principal Financial is a major U.S. financial services company with almost $600 billion in assets under management (all figures in U.S. dollars). Its wealth management services include trusts, insurance, and mutual funds plus a range of services for employers, including group benefit plans, retirement plans, and business planning and protection solutions. The company has international […]
Axon Enterprises Inc. (NDQ: AAXN)
Formerly known as Taser International Inc., the company was founded in 1993 and is located in Scottsdale, Arizona. It has gradually become the leading provider of not only Tasers but also body armour and body cameras as well.
First Mining was listed in April 2015 “to take advantage of the lowest mining equity valuations of the last 20+ years”, as it states in its presentation. It aimed to do so by acquiring at a fraction of the cost high quality mineral projects that have had millions of dollars invested on exploration and development. […]
True North Commercial REIT (TSX: TNT.UN)
This REIT was started in 2012 by Daniel Drimmer. Although it has properties in major cities like Toronto and Calgary, the main focus is on secondary markets “that have fallen below the threshold of larger Canadian commercial REITs”.
Fidelity U.S. Monthly Income Fund
This fund invests in a portfolio of U.S. stocks and bonds.
Sentry U.S. Monthly Income Fund
This fund invests in a balanced portfolio that consists mainly of U.S. stocks and bonds. However, there is some Canadian exposure as well as some scattered overseas holdings.
Most ETFs are passive securities. That means they closely track their target indexes and the returns reflect what that market is doing. However, this ETF is actively managed, which means the team at Fiera Capital decides on the composition of the portfolio. They invest mainly in Canadian securities but the ETF may also hold some […]
This ETF includes companies from the full spectrum of the lithium story, from the miners to the end users like Tesla. The holdings in this basket include firms from around the world.
FedEx (NYSE: FDX)
FedEx invented the express overnight parcel delivery business back in 1973 and remains the industry leader. With $60 billion in annual revenue and $49 billion in assets, it now operates in almost every country in the world. It transports mostly small parcels and envelopes by air and ground, mostly on a next-day-delivery basis but also […]
Sandstorm is a gold royalty company. It provides upfront financing to mining companies that are looking for capital. In return, it receives the right to a percentage of the gold produced from a mine, for the life of the mine.
Algonquin Power owns and operates a diversified portfolio of regulated and non-regulated utilities in North America, with total assets of about $5 billion. The company’s regulated utility business provides water, electricity, and natural gas utility services to 560,000 customers. The company’s non-regulated electric generation subsidiary owns or has interest in renewable energy and thermal energy […]
Sherwin-Williams (NYSE: SHW)
Sherwin-Williams’s core business is the manufacture, distribution, and sale of paints and related products. The company has been in business since 1866 and has increased dividends annually since 1979. Headquartered in Cleveland, the company operates more than 4,100 stores and facilities. Its products are distributed in 115 countries.
This company is based in Longueuil, Quebec. It operates hydroelectric dams, wind farms, and solar photovoltaic farms in Quebec, Ontario, British Columbia, Idaho, and France.
This Canadian listed company owns four specialty surgical hospitals and a surgical centre in the U.S.
Cogeco Inc. (TSX: CGO, OTC: CGECF)
Cogeco is the second largest cable operator in Ontario and Quebec through its Cogeco Connexion subsidiary.
Chorus Aviation Inc. (TSX: CHR, OTC: CHRRF)
Chorus is an aviation holding company headquartered in Halifax. Its main operating subsidiary is Jazz Aviation LP, which is the largest regional carrier in Canada. With a fleet of 110 Bombardier planes, it operates two airline divisions, Jazz and Air Canada Express. The company also owns Voyageur Aviation, which is based in North Bay, Ontario.
Corby Spirits and Wines (TSX: CSW.A)
Corby is one of the leading marketers and distributors of spirits and imported wines in Canada. Majority owned by French drinks giant Pernod Ricard since its takeover of Allied Domecq in 2005, Corby has 21% of the spirits market in Canada and is solidly profitable, while paying reasonable regular dividends and occasional special dividends.
Fidelity Global Bond Fund B units (FID1225)
This fund invests in a portfolio of international bonds of varying maturities.
Berkshire Hathaway (NYSE: BRK.B)
Berkshire Hathaway is the holding company of Warren Buffett, one of the world’s most successful investors.
Pason Systems Inc. (TSX:PSI; OTC: PSYTF)
Pason Systems is a leading global provider of specialized data management systems for drilling rigs.
The largest company in the TSX information technology sub-index.
iShares Core S&P 500 Index ETF
This ETF tracks the performance of the S&P 500. It is not hedged back to Canadian dollars.
This ETF provides exposure to the biggest Canadian utilities.
Verizon Communications (NYSE: VZ)
Verizon operates an extensive wireless network and delivers integrated solutions to businesses worldwide. Headquartered in New York City, the company employs over 163,000 people and generated nearly $131 billion in revenue in 2018.
Chartwell is the largest owner and operator of seniors’ residences in Canada. The REIT indirectly owns and operates 175 residences across four provinces providing a complete range of seniors housing communities from independent supported living through assisted living to long-term care.
EnLink Midstream LLC
EnLink Midstream is a subsidiary of Devon Energy Corp (NYSE: DVN) and owns approximately 9,200 miles of pipelines, 17 natural gas processing plants with 3.6 billion cubic feet per day (bcf/d) of processing capacity, seven fractionators with 280,000 barrels per day (bpd) of fractionation capacity, and truck, barge, and rail transportation.
Firan Technology
Firan is a leading global supplier of aerospace and defence electronic products and subsystems. With facilities in Canada, the United States, and Tianjin, China, FTG provides prototype development and manufacturing services complemented by quick-turn-around production runs. The company has two operating segments: FTG Aerospace and FTG Circuits.
Crown Castle International (NYSE: CCI)
Crown Castle is one of three major cell phone tower companies that provide the backbone for the U.S. wireless industry.
Encana Corp.
Calgary-based Encana was founded in 1971 and is a leading North American energy producer. It has been diversifying away from its previous 100% focus on natural gas towards combined liquids. Current production is 70% natural gas and 30% oil and liquids, but oil and liquids will account for an increasing percentage of production. Its core […]
Alibaba Group (NDQ: BABA)
Alibaba is the Chinese equivalent of Amazon and eBay. There are several ancillary businesses attached to this massive e-commerce company, which operates under the Alibaba Group Holdings banner. They include Taobao, Tmall, eTao, and Juhuasuan.
BMO Financial Group (TSX, NYSE: BMO)
BMO is the fourth largest of Canada’s Big Five banks with $672 billion in assets as of July 31, 2015. Established in 1817, BMO Financial Group has more than 47,000 employees and provides a broad range of retail banking, wealth management, and investment banking products and services to more than 12 million customers. It conducts […]