Valero was founded in 1981 and today owns 15 petroleum refineries located in Canada, the U.S., and the U.K. that have a total capacity of 2.9 million barrels per day.
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Category: Picks
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George Weston Ltd. (TSX: WN, OTC: WNGRF)
The company was founded in 1882. Its main business is food processing and distribution. It owns a 46% position in Loblaw Companies. It is now also in the retail pharmacy industry through Loblaw’s ownership of Shoppers Drug Mart, which was acquired in 2014 for $12.4 billion.
This energy company is focused on Pembina Cardium in Alberta and the Viking play in southeastern Saskatchewan. WCP has a solid track record of growing reserves and has good well economics and low leverage relative to peers.
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Tourmaline Oil Corp. (TSX: TOU, OTC: TRMLF)
Calgary-based Tourmaline is Canada’s largest natural gas producer.
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AutoCanada Inc. (TSX: ACQ, OTC: AOCIF)
AutoCanada owns 63 automobile dealerships and has a total of 3,700 employees. AutoCanada’s strategy is to grow by acquisition and to benefit from economies of scale in this highly fragmented industry.
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BMO International Dividend ETF
This ETF provides exposure to a broadly-based portfolio of dividend-paying foreign companies. Investors also benefit from regular month cash flow.
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Macquarie Infrastructure Co. (NYSE: MIC)
Macquarie Infrastructure Company was founded in 2004 and owns, operates, and invests in infrastructure businesses. MIC’s businesses consist of airport services (Atlantic Aviation), a 50% interest in International-Matex Tank Terminals (IMTT), which is one of the largest bulk liquid terminals in the U.S., a synthetic natural gas (SNG) and liquefied petroleum gas (LPG) processing […]
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Uni-Select (TSX: UNS, OTC: UNIEF)
Uni-Select is the leading automotive parts distributor in Canada, through its Auto-Plus, Auto-Select, Uni-Pro, and SAX brands, and is the largest independent automotive paint distributor in the U.S. and Canada through its FinishMaster chain.
RBC is the largest bank in Canada.
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Xylem Inc. (NYSE: XYL)
Xylem is based in Rye Brook, New York but has a global footprint. It does business in 150 countries with over 12,500 employees worldwide.
One of best-managed and the fastest-growing financial institutions in Canada.
This ETF covers the entire U.S. market. It comes in both a hedged version (XUH) and an unhedged version (XUU). The units reviewed here are XUU.
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ConocoPhillips
ConocoPhillips is one of the largest integrated oil companies in the U.S.
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ExxonMobil Corp. (NYSE: XOM)
ExxonMobil is the world’s largest publicly traded energy company. Based in Irving, Texas, its operations include oil and gas exploration and production, refining, marketing petroleum products, and chemical manufacture.
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Canadian Pacific 6.25% Notes
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BMO U.S. Dividend ETF (TSX: ZDY.U)
I recommended this fund in December 2014 as a way to obtain steady U.S. cash flow. It’s available in both a hedged and unhedged version. This is the unhedged ETF so the price and the distributions are all in U.S. currency.
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Novartis AG (NYSE: NVS)
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.
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.
This ETF invests in bonds that are exchangeable for common stock in the issuer at a predetermined price. This gives investors the best of both worlds: regular interest payments plus an opportunity to earn a capital gain if the price of the underlying stock rises.
Apple’s iPhones and iPads dominate the market.
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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.
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Stryker Corp. (NYSE: SYK)
Stryker is based in Kalamazoo, Michigan. It is one of the world’s largest manufacturers of prosthetic replacement joints. But that’s not all it does. It’s a leading medical technology company, with advanced products such as arms for robotic assisted surgery. The company employs more than 50,000 people and owns 12,000 patents.
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Lundin Mining Corp. (TSX: LUN, OTC: LUNMF)
Lundin Mining is a Canadian/Swedish base-metals mining company producing copper (63%), nickel (15%), zinc (15%), and gold (5%). It generated $3 billion in revenues in 2022 from mines located in the US, Chile, Brazil, Argentina, Portugal, and Finland. Controlled by the Swedish Lundin family, which has a long track record in oil and gas, Lundin […]
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.
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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.
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CIBC Global Bond Fund
This bond fund invests around the world. About 33% of the assets are in the U.S.
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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.
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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.
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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.
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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.
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iShares MSCI EAFE Minimum Volatility Index
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Information Services Corp. (TSX: ISV)
This small Regina-based company provides exclusive registry and information services for Saskatchewan.
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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 […]
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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).
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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.
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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.
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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.
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.
Boston Pizza is a casual dining and sports bar operator.
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Pizza Pizza Royalty Corp. (TSX: PZA)
This is a pizza delivery franchise.
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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.
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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 […]
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CI Cambridge High Income Fund
Despite the word Canadian in the name, this balanced fund invests an international portfolio of stocks and bonds.