canadian

TRANSCONTINENTAL INC., $18.61, Toronto symbol TCL.A, is a buy for long-term gains.

The company is Canada’s leading commercial printer. It also makes plastic packaging for consumer products.

Transcontinental last raised your quarterly dividend with the April 2020 payment....

RIOCAN REAL ESTATE INVESTMENT TRUST, $18.52, Toronto symbol REI.UN, is a buy.

The REIT owns all or part of 186 shopping centres and other properties across Canada, including eight under development. Its occupancy rate is a high 97.8%.

The Hudson’s Bay Company, which operates 96 department stores in seven provinces, has filed for creditor protection as it restructures its debt....

Global equity markets made modest further gains in February—although the magnificent seven U.S. companies (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla) dragged the U.S. market down. Bonds had a good month as interest rates moved lower. Interest rates sensitive equities, such as utilities and REITs also moved higher.


China equities (Toronto symbol ZCH) had a strong month on hopes for a more market friendly approach from the government....

This month we highlight six new funds that trade in the form of Canadian Depository Receipts (CDRs).


BMO Asset Management recently launched a series of single stock CDRs. These new funds complement a long list of already existing single stock CDRs available from CIBC....

By the end of 2024, Canadian mutual funds had assets under management of $2.24 trillion, compared to the $519 billion in Canadian ETFs. However, the overall distribution of investable assets is changing rapidly.


Just five years ago, Canadian ETFs had $257 billion of assets under management, or 13% of total mutual fund and ETF assets combined.


By the end of 2024, ETF assets represented about 19% of the total mutual fund and ETF assets combined....

Physical gold and silver have been stellar performers over the past two decades—including beating the S&P 500—and with gold hitting an all-time high in February 2025.


Here we look at four ETFs that aim to benefit from the long-term positive trends in precious metals (see the supplement on page 40 for more information).


SPROTT PHYSICAL GOLD AND SILVER TRUST $39.07 (Toronto symbol CEF; TSINetwork ETF Rating: Aggressive; Market cap: $7.8 billion) invests in physical gold and silver bullion held in the vaults of the Royal Canadian Mint....

Bridgemarq Real Estate Services Inc. offers a very high yield in the volatile Canadian housing market as it continues growing revenues.

Retaliatory tariffs by Canada would push up the prices of U.S.-made products. However, they would likely have little impact on these two supermarket operators, as consumers would probably switch to Canadian-made products, including their popular private-label brands.


LOBLAW COMPANIES LTD....

Shopping mall operator RioCan REIT cut its monthly distribution by 33.3% in February 2021 as retailers shut down due to the COVID-19 pandemic. As the restrictions eased, the trust has resumed annual distribution increases. Investors should also benefit from RioCan’s high-quality tenants and rising cash flow.


RIOCAN REAL ESTATE INVESTMENT TRUST $19 is a buy. The REIT (Toronto symbol REI.UN; Aggressive Growth Portfolio, Manufacturing & Industry sector; Units outstanding: 300.5 million; Market cap: $5.7 billion; Price-to-sales ratio: 4.5; Distribution yield: 6.1%; TSINetwork Rating: Average; www.riocan.com) owns all or part of 178 shopping centres and mixed-use properties with a net leasable area of 32.2 million square feet....

Utility stocks like Fortis (see page 31) remain solid choices for investors looking to lower tariff-related risk.


Here are three more utilities that we feel are excellent choices for most portfolios. All of them are expanding their rate-regulated businesses, which will help them profit from increasing demand for electricity to power EVs and AI datacentres....