SCHNEIDER NATIONAL INC., $31.47, symbol SNDR on New York, is a Green Bay, Wisconsin-based transportation and logistics company. In business for 89 years, Schneider has three operating segments: Truckload (48% of revenue), Intermodal (24%), and Logistics (28%).
On November 24, 2024, the company announced its acquisition… Read More
WAJAX CORP., $23.78, is a buy. Through their shares, investors benefit from the company’s (symbol WJX on Toronto) sales and servicing of cranes, forklifts and other heavy equipment. Wajax also provides related parts and systems such as ball bearings, hoses, diesel engines and transmissions.
BANK OF MONTREAL, $146.32, Toronto symbol BMO, is still a buy.
With the February 2025 payment, the bank will raise your quarterly dividend by 2.6%, to $1.59 a share from $1.55. The new annual rate of $6.36 yields a high 4.3%. Bank of Montreal also announced… Read More
TORONTO-DOMINION BANK, $73.51, Toronto symbol TD, remains a buy for patient, income-seeking investors.
The bank recently settled charges over lapses in the anti-money laundering processes at its U.S. retail banking operations. As a result, it paid a fine of $3.09 billion U.S.
You Can See Our Exchange-Traded Funds Portfolio For January 2025 Here.
ETFs in brief
Exchange-traded funds are set up to mirror the performance of a stock-market index or sub-index. They hold a more or less fixed selection of securities that represent the holdings of that index or… Read More
Companies that pay regular and growing dividends have performed very well over time when compared to the broad market indices.
A strategy such as selecting stocks with a long history of uninterrupted dividend growth—as represented by the S&P 500 Dividend Aristocrats—has resulted in gains of 11.8%… Read More
Global military spending in 2023 reached $2.44 trillion U.S. That was 6.4% higher than the previous year, and the highest level ever recorded; this was also the 9th consecutive annual increase (see graph below).
The world military burden—defined as military spending as a percentage of global… Read More
This month we highlight the Canadian listing of a very popular U.S. ETF from JP Morgan, as well as another listing of a “quality equity” fund from BMO.
JPMorgan US Equity Premium Income Active ETF $26.61 (Toronto symbol JEPI) invests in the shares of U.S. companies—plus it… Read More
The U.S. stock market has performed very strongly over several decades, adding 11.1% per year between 1988 and 2024. At that rate of return, investors would have doubled their money every seven years.
The return generated by the S&P 500 index can be explained partly by… Read More
The U.S. has been the leading economy in the world for many decades, and the stock market has outperformed international markets for the past 15 years. Despite the challenges posed by its big deficits, plus uncertainty posed by the upcoming Trump administration’s policies, top U.S…. Read More
Dividend-paying companies have done well over the longer term, although the recent performance of this group lagged the main market indexes. That’s because higher interest rates on fixed-income investments made their dividends less attractive to income investors. Still, high-quality dividend-paying companies—given their prospects for capital… Read More
VANGUARD FTSE DEVELOPED ALL CAP EX NORTH AMERICA ETF $35.16 (Toronto symbol VIU; TSINetwork ETF Rating: Aggressive; Market cap: $4.7 billion) tracks the FTSE Developed All Cap ex-North America Index. The index includes large, medium, and smaller companies listed in developed markets.
Financial Services make up 19% of… Read More
BetaPro Equal Weight Canadian REIT 2x Daily Bull ETF $16.88 (Toronto symbol HREU) aims to use a combination of derivatives and debt to offer daily returns that correspond to twice the daily gains of the Solactive Equal Weight Canada REIT Index. If HREU is successful in meeting… Read More
Global military spending reached an all-time high of $2.44 trillion U.S. in 2023, spurred by major regional wars and large-scale investments by several countries. That spending might slow in the coming years as governments are forced to re-examine their military budgets in the wake of… Read More
You Can See Our CWA REIT & Trust Portfolio For December 2024 Here.
We think investors will profit most—and with the least risk—by buying shares of well-established companies with strong business prospects and strong positions in healthy industries. You should also take care to spread your… Read More
NEWMONT CORP., $41.41, remains a buy for long-term growth and as a hedge against inflation. The company (New York symbol NEM; Shares outstanding: 1.1 billion; Market cap: $47.3 billion; TSINetwork Rating: Average; Dividend yield: 2.4%; www.newmont.com) continues to make progress with its plan to sell six of its… Read More
IMPERIAL OIL, $100.29, is a #1 Buy for 2024. The company (Toronto symbol IMO; Shares o/s: 523.4 million; Market cap: $53.6 billion; TSINetwork Rating: Average; Yield: 2.4%; www.imperialoil.ca) gets about 99% of its production from oil sands operations in Alberta. Imperial also has conventional oil and natural gas operations… Read More
POWER CORP., $47.27, is a buy. The conglomerate (Toronto symbol POW; Shares outstanding: 590.9 million; Market cap: $30.2 billion; Rating: Above Average; Dividend yield: 4.8%) holds controlling stakes in Canadian financial services firms Great-West Lifeco (insurance) and IGM Financial (mutual funds). It also owns 16.5% of the Belgian holding… Read More
Metro Inc. and insurer CPKC are leading competitors in their respective markets; look for that to cut your ongoing risk. We see both as attractive buys.
METRO INC., $92.78, is a buy. The company (Toronto symbol MRU; Shares o/s: 222.2 million; Market cap: $20.5 billion; TSINetwork Rating: Average; Dividend… Read More
