GENNUM CORP. $13.50 (Toronto symbol GND; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 35.5 million; Market cap: $477.8 million; Price-to-sales ratio: 3.5; Dividend yield: 1.0%; TSINetwork Rating: Average; www.gennum.com) soared 119% in one day after the company accepted a $13.55-a-share takeover offer from U.S.-based Semtech Corp. (Nasdaq symbol SMTC). It’s clear that Semtech shares our high opinion of …read more »
METRO INC. $52 (Toronto symbol MRU; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 100.7 million; Market cap: $5.2 billion; Price-to-sales ratio: 0.5; Dividend yield: 1.7%; TSINetwork Rating: Average; www.metro.ca) has converted its class A subordinate voting shares (one vote per share) and class B multiple voting shares (16 votes per share) into a single class of common shares (one vote …read more »
CGI GROUP INC. $20 (Toronto symbol GIB.A; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 258.9 million; Market cap: $5.2 billion; Price-to-sales ratio: 1.2; No dividends paid; TSINetwork Rating: Extra Risk; www.cgi.com) is Canada’s largest provider of computer outsourcing services. It also operates in 15 other countries. Canada and the U.S. each accounted for 47% of its revenue in …read more »
RioCan REIT is our #1 safety-conscious pick for 2012. The trust would be a sound addition to the Manufacturing segment of almost any investor’s portfolio.
But if you want to hold a range of REITs, you can do so through the iShares CDN REIT Sector Index Fund, an ETF lets you hold 13 in all. And you’ll still have lots of …read more »
PEYTO EXPLORATION & DEVELOPMENT CORP. $18.87 (Toronto symbol PEY; Shares outstanding: 133.1 million; Market cap: $2.5 billion; TSINetwork Rating: Extra Risk; Dividend yield: 3.8%; www.peyto.com) produces and explores for oil and natural gas in Alberta. In response to Ottawa’s income trust tax, Peyto converted from a trust to a dividend paying stock on December 31, 2010.
Peyto’s average daily production of …read more »
CRESCENT POINT ENERGY CORP. $45.77 (Toronto symbol CPG; Shares outstanding: 277.9 million; Market cap: $12.7 billion; TSINetwork Rating: Extra Risk; Dividend yield: 6.0%; www.crescentpointenergy.com) is buying Wild Stream Exploration (Toronto symbol WSX) for $770 million in Crescent Point shares.
Wild Stream will add 6,400 barrels of oil per day to Crescent Point’s daily production, or an increase of about 4%.
As well, …read more »
In addition to IBM, we also like the outlook for these three other tech leaders. They come with significantly more risk, so these stocks should make up only a small portion of your portfolio.
APPLE INC. $447 (Nasdaq symbol AAPL; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 932.2 million; Market cap: $416.7 billion; Price-to-sales ratio: 3.1; No dividends paid; …read more »
These two leading makers of automated teller machines (ATMs) continue to diversify their businesses and develop innovative new products. These moves strengthen their long-term prospects. As well, both stocks trade at attractive multiples to their earnings.
NCR CORP. $18 (New York symbol NCR; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 157.4 million; Market cap: $2.8 billion; Price-to-sales ratio: 0.5; …read more »
AGILENT TECHNOLOGIES INC. $44 (New York symbol A; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 348.1 million; Market cap: $15.3 billion; Price-to-sales ratio: 2.2; Dividend yield: 0.9%; TSINetwork Rating: Average; www.agilent.com) makes testing systems that help improve electronic
devices, such as cellphones. It also makes medical and drug-testing equipment.
The company will pay its first-ever quarterly dividend of $0.10 a …read more »
These two companies mainly serve banks and other financial firms. Bank profits remain weak, as high unemployment has dampened loan demand. Even so, Broadridge and Fair Isaac will likely continue to increase their sales to banks. That’s because both firms sell products and services that help their clients save money and cut fraud.
BROADRIDGE FINANCIAL SERVICES INC. $24 (New York symbol …read more »
Aggressive investing stock picks can give you bigger gains than conservative selections. But they can also give you bigger losses. Aggressive stocks tend to be more highly leveraged and more volatile than conservative stocks. This can be caused by many factors, including a higher level of risk in their industry or particular situation. Our “Suitable For” listings will help you identify aggressive stocks that have hidden value, or value that attracts less investor attention than it deserves.
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