Novartis is a Swiss-based pharmaceutical company formed by the merger of Basel-based Sandoz and Ciba-Geigy. It is one of the ten largest drug companies in the world. Novartis has major strengths in oncology, eye disease through its Alcon subsidiary, multiple sclerosis, asthma, and diabetes.
Category: Picks
The company’s assets are well-diversified in terms of geography, generation, and counterparties and consist of interests in 23 wind facilities, 13 hydroelectric facilities, seven natural gas generation facilities, one solar facility, and one natural gas pipeline. In total. this represents an ownership interest of 2,527 megawatts of owned generating capacity, located in the provinces of […]
This is an issue of straight preferreds.
Apple’s iPhones and iPads dominate the market.
Vermilion Energy (TSX, NYSE: VET)
Vermilion Energy is an E&P company based in Calgary. It has over 60% weighting to oil and exposure to Brent-linked pricing. VET has internationally diversified assets with properties in Canada, France, Australia, Ireland, Germany, and the Netherlands. The company is an efficient operator and has strong growth prospects in the medium-to-long-term.
Stryker. is a Fortune 500 medical technology company with a market capitalization of almost $150 billion.
Lundin Mining Corp. (TSX: LUN, OTC: LUNMF)
Produces copper, nickel, and gold from mines in the US, Chile, Argentina, and Brazil.
One of Canada’s largest residential landlords.
This ETF invests in the 75 securities that make up the High Dividend Index of the Toronto Stock Exchange. For the most part, these are sound blue-chip companies, including the major banks, Enbridge, TransCanada, BCE, Telus, etc.
B&G Foods (NYSE: BGS)
Based in Parsippany, New Jersey, B&G and its subsidiaries manufacture, sell, and distribute a diversified portfolio of high-quality, shelf-stable foods across the U.S., Canada, and Puerto Rico, including such recognizable brands as Baker’s Joy, Cream of Wheat, Sugar Twin, Static Guard, and Green Giant.
Sienna Senior Living is one of Canada’s largest owners of seniors housing and the largest licensed long-term care provider in Ontario. The company owns and operates 35 long-term care homes and 10 retirement residences, representing a combined 6,799 beds/suites/apartments across Ontario and British Columbia. It has about 7,500 employees.
CIBC Global Bond Fund
This bond fund invests around the world. About 33% of the assets are in the U.S.
Alphabet is the umbrella company that includes Google and a variety of other entities.
Simon Property Group (NYSE: SPG)
Simon Property is a global leader in retail real estate ownership, management, and development and an S&P 100 company. The company owns and operates retail properties and investments across North America, Europe, and Asia and generates billions in annual retail sales.
American Express Company (NYSE: AXP)
American Express is a credit and charge card issuer. Most of its customers pay off their cards monthly and so the company is more of a payments processor than a source of lending.
Aecon Group (TSX: ARE, OTC: AEGXF)
Aecon is an infrastructure construction company whose credits (with predecessor companies) include the St. Lawrence Seaway, the CN Tower, and the Vancouver Sky Train.
Capital Power Corporation (TSX: CPX)
Capital Power is an Alberta-based North American power generator, with nearly 6,000 megawatts (MWs) of installed capacity and an additional 900 MW under construction. Its power sources are primarily derived from clean energy such as gas and wind.
Magna is an international auto parts manufacturer, based in Canada. The company is taking a leadership role in producing parts for electric vehicles.
iShares MSCI EAFE Minimum Volatility Index
Information Services Corp. (TSX: ISV)
This small Regina-based company provides exclusive registry and information services for Saskatchewan.
Meta Platforms (NYSE: FB)
Meta (formerly Facebook) is the giant within social media companies. It is witnessing a resurgence in its business. t FB is highly profitable and will dictate ad rates for some time to come. Facebook also has four of the seven most popular social media sites in the world (Facebook, Messenger, Instagram, and WhatsApp).
Melcor Developments (TSX: MRD, OTC: MODVF)
Melcor is an Edmonton headquartered real estate development company. Its business is now about evenly split between developing land for sale as residential building lots in western Canada and the development and rental of retail and office building space in Alberta. The residential building lot development business is cyclical by nature while the development […]
Home Capital Group
Home Capital, through its mortgage lender Home Trust Co., makes loans that the banks normally refuse. These are usually to borrowers with credit histories that do not match the banks’ criteria. They include recent immigrants, the self-employed, and those who work in sectors such as entertainment and media, which do not have as much perceived […]
This ETF invests in water-related companies from around the world.
Crombie is a real estate investment trust that owns 289 Canadian grocery stores, most of which anchor shopping malls.
Templeton Growth Fund
This is a global equity fund, which means it can invest in stocks from any country in the world. The fund is hedged back into Canadian dollars to minimize the impact of exchange rate fluctuations.
Andrew Peller (TSE: ADW.A, OTC: ADWPF)
Andrew Peller is a leading producer and marketer of Canadian quality wines with operations in British Columbia, Ontario, and Nova Scotia. Its premium brands include Peller Estates, Trius, Hillebrand, Thirty Bench, Crush, Wayne Gretzky, Sandhill, Calona Vineyards Artist Series, and Red Rooster. It also produces several mass market brands such as Peller Estates French Cross.
Costco Wholesale is a multi-billion dollar global retailer with a total of 723 warehouse club stores in eight countries.
Premium Brands owns a broad range of leading specialty food manufacturing and differentiated food distribution businesses with operations in central and Western Canada, Nevada, Ohio and Washington State. Its family of brands and businesses include Grimm’s, Harvest, McSweeney’s, Duso’s, Maximum Seafood, Deli Chef, Piller’s, Freybe, Expresco, and numerous others.
Pizza Pizza Royalty Corp. (TSX: PZA)
This is a pizza delivery franchise.
Boston Pizza is a casual dining and sports bar operator.
Norbord Inc. (TSX, NYSE: OSB)
Norbord is a leading producer of oriented strand board (OSB), which has experienced strong market share growth in home construction and is also being used more frequently for industrial and commercial building.
iShares Japan Fundamental Index Fund
The fund tracks the FTSE RAFI Japan Canadian Dollar Hedged Index, less fees and expenses. Stocks are chosen based on total cash dividends, free cash flow, and total sales over the past five years, as well as current-period book equity value. Major holdings include Toyota, Mitsubishi Financial, and Honda Motor. Exposure to the yen […]
CI Cambridge High Income Fund
Despite the word Canadian in the name, this balanced fund invests an international portfolio of stocks and bonds.
Best known for its Circle K brand.
NFI Group (TSX: NFI, OTC: NFYEF)
NFI is the leading manufacturer of heavy-duty transit buses in the United States and Canada. The company, which is based in Winnipeg, is the industry technology leader and offers a broad product line of transit buses including drive systems powered by clean diesel, natural gas, diesel-electric hybrid, electric trolley, and battery-electric. The company also operates […]
Mawer U.S. Equity Fund
This fund invests in a portfolio of mainly large cap stocks, including such names as Alphabet, JPMorgan Chase, Comcast, Oracle, and Johnson & Johnson. The assets are well diversified by sector, with no heavy overweighting.
Steadyhand Founders Fund
This is a portfolio fund that invests in the five funds offered by the small Vancouver-based Steadyhand boutique house. Company founder and CEO Tom Bradley decides the composition of the portfolio, using a tactical asset allocation approach.
Hammond Power Solutions (TSX: HPS.A)
Hammond Power is a North American leader in the design and manufacture of dry-type custom electrical engineered magnetics, electrical dry-type, and cast resin transformers.
Boeing Co. (NYSE: BA)
Boeing is the largest aircraft manufacturer in the U.S. and is also heavily involved in the defence industry.
PowerShares FTSE RAFI Canadian Fundamental
Vanguard MSCI U.S. Broad Mkt (C$ Hedged)
Enbridge Series R Preferreds
This is an issue of reset preferreds.
The largest listed Canadian gold miner by market capitalization.
Dream Global REIT (TSX: DRG.UN, OTC: DUNDF)
This is largest global REIT listed in Canada. Dream Global owns $2.8 billion worth of German and Austrian offices, with 208 properties representing 13.4 million square feet in such centres as Frankfurt, Munich, Hamburg, Cologne, and Vienna. The REIT is in the process of being taken over by Blackstone Group.
Constellation pays a quarterly dividend of $1 per share.
Unilever plc (NYSE: UL)
Unilever is the third-largest global consumer products company, with such brands as Lipton’s, Dove, Hellmann’s, Knorr, Magnum, and Ben & Jerry’s.
Montreal-based CGI is one of the largest independent information technology and business process services firms in the world.
WSP Global (TSX: WSP, OTC: WSPOF)
WSP is an international engineering and design firm that provides a wide range of services, from urban planning to environmental remediation. Based in Montreal, the company employs approximately 54,000 people, including engineers, technicians, scientists, architects, planners, surveyors, and environmental specialists, as well as other design, program and construction management professionals. It has more than 500 […]
CI Signature High Income Fund
This is a high income fund from the CI organization. It is managed by the company’s Signature Group and run by the troika of Geof Marshall, Ryan Fitzgerald, and Joe D’Angelo. Right now it too is in a defensive mode, with only 40% of the portfolio exposed to the stock market (mostly U.S. and international), […]