acquisition

AltaGas took on a lot of risk with a huge U.S. acquisition in July 2018. But it stuck to its promise of selling non-core assets to pay down the debt it took on. At the same time, its regulated cash flows expanded. We still believe in this leader’s strong prospects and its outlook....

The coronavirus pandemic forced the cancellation of most vacation plans. However, the reopening of the economy has spurred strong demand for travel—and both Wyndham, and Travel + Leisure should benefit from that surge. We see each as a buy.


WYNDHAM HOTELS & RESORTS, $71.33, is suitable for your new buying. The company (New York symbol WH; TSINetwork Rating: Extra Risk) (www.wyndhamhotels.com; Shares o/s: 88.3 million; Market cap: $6.4 billion; Dividend yield: 1.8%) is the world’s largest hotel franchiser, with 836,000 rooms spread across 9,100 hotels in more than 95 countries....

Corteva’s outlook remains positive, along with its industry fundamentals. Those bright prospects are supported by rising long-term demand for agricultural products. In addition, farmers will continue to seek improved crop quality and higher yields, which ought to increase demand for Corteva’s seed and crop protection markets. It’s a Power Buy.


CORTEVA INC., $61.70, is a buy. The company (www.corteva.com; New York symbol CTVA; TSINetwork Rating: Extra Risk) (Shares o/s: 714.5 million; Market cap: $44.8 billion; Dividend yield: 1.0%) has now agreed to buy biologicals firm Stoller Group for $1.2 billion to accelerate its expansion into the growing market for nature-based crop protection products.


Stoller is a privately held, Houston-based company with operations and sales in more than 60 countries and $400 million in annual revenue....

PagerDuty and Twilio were well positioned to gain during the pandemic—but since mid-2021 have dropped along with most other tech/platform stocks. Still, we think both have room to rebound as their services continue to experience strong—and growing —demand. Both are buys.


PAGERDUTY INC., $26.07, is a buy. The company (New York symbol PD; TSINetwork Rating: Extra Risk) (www.pagerduty.com; Shares outstanding: 90.0 million; Market cap: $2.3 billion; No dividends paid) operates a platform that collects real-time data from software systems and devices and then notifies its IT customers of any incident that could harm their operations.


For the three months ended October 31, 2022, revenue rose 31.3%, to $94.2 million from $71.8 million a year earlier....

This week we present a Spotlight Report on a stock that has already spun off some profitable spinoffs and may do more in the future.

Danaher is a great example of how a company can unlock value for shareholders by “spinning off” businesses....

UIPATH INC., $12.95, symbol PATH on New York, offers a robotic automation platform that utilizes artificial intelligence (AI) to help reduce the amount of manual work done by a company’s employees.

UiPath’s platform automates work by emulating human behaviour....

CANADIAN IMPERIAL BANK OF COMMERCE, $58.52, Toronto symbol CM, remains a buy for long-term gains.

The stock has dropped 10% since the start of December, mainly due to concerns that rising interest rates will slow demand for new residential mortgages and refinancing....

Like Imperial Oil (see page 1), these three oil and gas producers are also benefitting from higher energy prices and moderating capital spending plans. That’s freeing up more cash for dividends and debt repayments.


We continue to see all three as high-quality buys for the Resources portion of your portfolio....

A: BrightView Holdings Inc., $6.57, symbol BV on New York (Shares outstanding: 93.0 million; Market cap: $621.2 million; www.brightview.com), is the largest provider of commercial landscaping services in the U.S. This includes designing, creating, and maintaining landscapes at premier properties across the U.S., including business parks and corporate offices, homeowners’ associations, healthcare facilities, educational institutions, retail centers, resorts and theme parks, municipalities, golf courses, and sports venues....

We’ve long recommended payment card issuer American Express as a great way for investors to diversify their Finance sector holdings beyond the big Canadian and U.S. banks.

The stock took a hit in 2016 when warehouse retailer Costco ended its long-term alliance with Amex and selected Visa as its exclusive credit card partner for its U.S....