canadian

GENERAC HOLDINGS INC., $219.38, symbol GNRC on New York, designs and manufactures a wide range of generators and other engine-powered products for the residential, light commercial, industrial, and construction markets. Its products are fuelled by natural gas, liquid propane and diesel.

Generac also pioneered the residential power washer category, putting the power to clean into the hands of homeowners....
J.P. MORGAN CHASE & CO., $126.81, New York symbol JPM, remains a buy.

The stock lets investors tap the largest banking firm in the U.S., with total assets of $3.95 trillion as of March 31, 2022.

Morgan last raised your quarterly dividend with the October 2021 payment by 11.1%, to $1.00 a share from $0.90....
METRO INC., $69.82, Toronto symbol MRU, remains a buy.

The company operates 950 grocery stores and 650 drugstores, in Quebec, Ontario and New Brunswick.

To offset rising costs for labour and the impact of COVID-19 on its supply chains, Metro continues to raise its selling prices.

In the company’s fiscal 2022 second quarter, ended March 12, 2022, its overall sales rose 1.9%, to $4.27 billion from $4.19 billion a year earlier....
First, the good news: widening cannabis legalization will eventually lead to some great business successes. The bad news is that only a few of the multitude of cannabis stocks today will pay off for investors. Consumer cannabis demand is high, but growing and distributing it across multiple markets is more difficult....
This is the time in each calendar quarter when we usually devote this spot in our Inner Circle to our latest letter to Portfolio-Management clients. However, recent events call for a change in our routine. In particular, before we get into the client letter, I want to address an issue that is showing up a lot in the media, in questions from our clients and readers, and in my own mind:
  • What should investors do about Russia’s invasion of Ukraine?
  • Do we need to worry that the conflict can explode into World War III?
  • How should investors react—if at all—to Vladimir Putin’s veiled threats to bring nuclear weapons into the battlefield?

To get started, I’m going to ask readers a question: Do these lyrics sound familiar?

“In 1814, we took a little trip
Along with Colonel Jackson down the mighty Mississip’
We took a little bacon and we took a little beans
And we caught the bloody British in the town of New Orleans

We fired our guns and the British kep’ a-comin’
There wasn’ nigh as many as there was a while ago
We fired once more and they began to runnin’
way down the Mississippi to the Gulf of Mexico

We looked down the river
And we see’d the British come
And there must have been a hundred of ‘em
Beatin’ on the drums
They stepped so high and they made their bugles ring
We hid behind our cotton bales and didn’t say a thing

We fired our guns and the British kept a-comin’
There wasn’ nigh as many as there was a while ago
We fired once more and they began to runnin’
On down the Mississippi to the Gulf of Mexico

Old Hickory said we could take ‘em by surprise
If we didn’t fire our muskets
‘Til we looked ‘em in the eye

We held our fire
‘Til we see’d their faces well
Then we opened up our squirrel guns
And really gave ‘em, well….we…

… fired our guns and the British kept a-comin’
There wasn’ nigh as many as there was a while ago
We fired once more and they began a’runnin’
On down the Mississippi to the Gulf of Mexico

Yeah, they ran through the briars
And they ran through the brambles
And they ran through the bushes
Where a rabbit couldn’t go
They ran so fast
That the hounds couldn’t catch ‘em
On down the Mississippi to the Gulf of Mexico

from “The Battle of New Orleans,” by Johnny Horton, 1958

I don’t offer the following as an exhaustive or scholarly analysis by any means....
TWITTER INC., $45.08, symbol TWTR on New York, offers users a global platform to express themselves on the Internet in real time. Its website lets people create, distribute, and discover content. Platform partners include publishers, media outlets, and developers.

Advertisers use Twitter’s Promoted Products, the majority of which are pay-for-performance, to promote their brands, products, and services....
SHOPIFY INC., $731.93, is a buy. The company (symbol SHOP on Toronto) offers merchants of all sizes Internet-based software to design, set up and manage e-commerce stores across multiple sales channels. The company also handles digital payments and shipping.

This week, Shopify announced it will split its class A and class B shares on a 10-for-1 basis....
TECK RESOURCES LTD., $54.46, Toronto symbol TECK.B, remains a buy for investors seeking long-term gains from the Resources sector of their portfolio.

The company is a leading producer of metallurgical coal, a key ingredient in steelmaking. It also produces copper and zinc....
CARGOJET INC., $165.12, symbol CJT on Toronto, is a provider of time-sensitive, premium overnight air cargo services across North America. Its fleet of 31 cargo aircraft currently moves more than 25 million pounds of cargo every week.

The company has three main segments: it operates a domestic air cargo network between 16 major Canadian cities; it provides dedicated aircraft to customers on an aircraft, crew, maintenance and insurance (“ACMI”) basis, operating between points in Canada, the U.S., Mexico and Europe; and it operates scheduled international routes for multiple cargo customers between the U.S....
This month we highlight two new ETFs that invest in futures contracts linked to carbon credits.


Government regulations aimed at reducing carbon emissions include carbon credit trading systems. The systems effectively place a price on carbon emissions to compensate for their climate-change effects....