An umbrella company that includes a variety of tech entities
Category: Picks
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.
The third largest credit card brand – at least in the western world
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.
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.
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.
Pizza Pizza Royalty Corp. (TSX: PZA)
This is a pizza delivery franchise.
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.
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 […]
Best known for its Circle K brand
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.
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.
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.
The third-largest global consumer products company
WSP Global (TSX: WSP, OTC: WSPOF)
A global engineering and consulting company with headquarters in Montreal.
One of the world’s biggest retailers
Allied Properties originally specialized in former industrial and commercial properties (Class I) on the fringes of downtown cores, primarily in Toronto, Montreal, Vancouver, and Calgary. These so-called “bricks-and-beam” buildings often rent for up to 50% less than the central business district offices. It also runs data hotels for technology companies hosting communications hubs. Allied also […]
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), […]
The largest mid-market investment bank in the US
Corus Entertainment (TSX: CJR.B)
As a specialty cable TV and radio operator, Corus owns a large group of cable TV channels, with a focus on women’s and children’s programming, radio stations, and is the second-largest provider of French-language programming. As well, it acquired the Global TV network in a recent deal with Shaw Communications.
This ETF invests in emerging markets around the world. The Canadian version trades on the TSX under the symbol XEM. It invests in units of the U.S. version, which trades on the NYSE as EEM.
Most bond funds are struggling to keep their heads above water these days. This is one of the few exceptions.
Exco Technologies is a global supplier of innovative technologies servicing the die-cast, extrusion, and automotive industries. It has 18 locations in 10 countries, employs more than 5,000 people, and serves a diverse and broad customer base.
Freehold Royalties Ltd. (TSX: FRU
Calgary-based Freehold is a dividend-paying oil-and-gas royalty company with assets predominately in western Canada, although it is expanding in the US. Its primary focus is to acquire and actively manage royalties, while providing a lower-risk income vehicle for shareholders. Freehold has one of the largest independently owned portfolios of royalty lands in Canada, with land […]
TD Advantage Balanced Income Portfolio
This portfolio invests in the units of several TD funds and is designed for conservative investors.
Mawer Tax Effective Balanced Fund
This is a global balanced fund with a goal of maximizing tax efficiency in non-registered accounts by investing in a diversified portfolio of Canadian and foreign bonds and domestic and international stocks of all types.
Goldcorp (TSX: G, NYSE: GG)
Goldcorp is the largest gold miner by market capitalization and owns a well-diversified portfolio of properties in politically stable jurisdictions in North and South America.
Bank of Nova Scotia Series 17 Preferreds
These are straight preferreds, which means they continue to pay a constant dividend, no matter what happens to interest rates in general. The quarterly dividend is $0.35 per share, with payments made in January, April, July, and October.
Chemtrade is a leading regional supplier of sulphur, chlor-alkali products, liquid sulphur dioxide, potassium chloride, and zinc oxide. Additionally, Chemtrade provides industrial services such as processing by-products and waste streams.
iShares MSCI Brazil Index Fund
The world’s largest fast-food franchise.
XLP’s portfolio of consumer brands includes Costco, Walgreens, Wal-Mart, Phillip Morris, Procter & Gamble, Coca-Cola, etc.