Stocks

Canada rare earth and metals base seen as a buffer even as broad ETF selling hits miners
Investing Stocks

Canada rare earth and metals base seen as a buffer even as broad ETF selling hits miners

Savaria rides the aging in place theme as tariff overhang eases and cost program and new products roll out
Investing Stocks

Savaria rides the aging in place theme as tariff overhang eases and cost program and new products roll out

Dividend Aristocrats
Investing Stocks

Do Dividend Aristocrats Beat the S&P 500?

Aecon headwinds fade as legacy fixed price risks ease and a record ~$10B backlog builds across nuclear and infrastructure
Investing Stocks

Aecon headwinds fade as legacy fixed price risks ease and a record ~$10B backlog builds across nuclear and infrastructure

Investing Stocks

Southwest Airlines is pitched as a margin mean reversion value play

Enbridge and Pembina both appeal but Pembina gets the nod now with a new Alberta gas plant PPA tied to a data center buildout
Investing Stocks

Enbridge and Pembina both appeal but Pembina gets the nod now with a new Alberta gas plant PPA tied to a data center buildout

Industrial REITs face slower starts and tougher growth and Dream Industrial is avoided
Investing Stocks

Industrial REITs face slower starts and tougher growth and Dream Industrial is avoided

Brookfield Corp screens too cyclical and volatile and preference moves to Brookfield Renewables and Infrastructure
Investing Stocks

Brookfield Corp screens too cyclical and volatile and preference moves to Brookfield Renewables and Infrastructure

Telus holds as a defensive with a 7%+ yield as capex rolls off
Investing Stocks

Telus holds as a defensive with a 7%+ yield as capex rolls off

TC Energy gas pipeline backbone including Coastal GasLink to LNG Canada underpins the long term case
Investing Stocks

TC Energy gas pipeline backbone including Coastal GasLink to LNG Canada underpins the long term case