Ford is one of the world’s biggest automakers. The stock is up about 30% year-to-date but still down from the original recommended price.

Canadian Apartment Properties REIT (CAP REIT) is the largest Canadian residential property REIT, owning 45,028 units worth $14.5 billion as of Sept. 30. The portfolio is primarily located in Canada. CAP Reit has been recycling its portfolio, effectively exiting its European exposure in Germany, Belgium, and the Netherlands and upgrading its Canadian portfolio in newer buildings in mid-market cities.

The average monthly rental for its Canadian units increased 5.7% to $1,709 in September from a year earlier, with an occupancy rate of 97.8%, essentially flat compared to a year ago.

First Quantum is a leading global copper/gold and nickel producer. 2025 copper production is estimated at 390-410,000 tonnes, gold production at 140-150,000 oz., and nickel production at 18-23,000 tonnes.

The company has two major copper/gold mines in Zambia (Sentinel and Kansanshi) and the Enterprise nickel mine, also in Zambia. Its major asset was the giant Cobre Panama copper mine, which accounted for one-third of its output in 2023, before it was shut down by the then government of Panama after the country’s Supreme Court ruled its twenty-year concession was illegal.

GE HealthCare Technologies offers a wide range of medical products and services, including medical imaging equipment, monitoring and diagnostic devices, and healthcare IT solutions. With a global presence, GE HealthCare operates in over 160 countries and employs over 50,000 people worldwide.

Canadian Natural Resources (CNQ) owns well-diversified production facilities in Western Canada, the UK North Sea, and offshore Africa.