canadian

A: Dream Industrial Real Estate Investment Trust, $11.93, symbol DIR.UN on Toronto (Units outstanding: 277.3 million; Market cap: $3.5 billion; www.dream.ca/industrial/), is a real estate investment trust, or REIT....

In recent Inner Circles and Quarterly Client Letters, we’ve noted that good and bad changes have taken place lately in law and politics, in the U.S. and around the world. In my view, a good change took place in Canada in the first week of 2025, when Prime Minister Trudeau decided to step down as leader of Canada’s Liberal party.

Odd coincidence: Prime Minister Trudeau and President Biden, though far apart in age, have some things in common....

Intact Financial has engaged in a successful strategic expansion with its shares up 82% over the past five years while remaining attractively valued.

TIMKEN CO., $71.54, symbol TKR on New York, is a global leader in tapered roller bearings, engineered bearings, and industrial motion products. The company’s globally diverse customer base includes companies in industrial distribution, renewable energy, automation, automotive original equipment, agriculture/turf, rail, aerospace, auto/truck aftermarket, construction, and services.

Founded in 1899 by Henry Timken, the company has 142 manufacturing facilities and service centres, 28 technology and engineering centres, and 73 distribution centres and warehouses....

Globe & Mail Exclusive: 7 Canadian Dividend Stocks to thrive in a lower-rate environment – see our most recent screen’s best results for 2025.

Use tax-loss selling to offset your taxable capital gains in Canada. Learn more about a tax-loss selling strategy you can use.

AGNICO EAGLE MINES LTD., $112.41, symbol AEM on Toronto, owns currently producing gold mines in Canada, Australia, Finland and Mexico.

Specifically, it owns the La Ronde, Canadian Malartic, Goldex, Maccassa, Detour Lake, Meliadine, Meadowbank and Hope Bay mines in Canada....

CANADIAN TIRE CORP., $153.58, Toronto symbol CTC.A, is a top pick for 2024.

The company operates 502 Canadian Tire stores, which sell automotive parts and services, and household and sporting goods; franchisees run most of the locations. The company’s other operations also enrich its outlook....

IMPERIAL OIL LTD., $88.61, Toronto symbol IMO, is a buy.

This company gets over 90% of its production from oil sands operations in Alberta. Imperial also has conventional oil and natural gas operations in the West and holds stakes in offshore projects in Atlantic Canada.

Its other operations include three refineries (one in Alberta, two in Ontario) and a petrochemical plant in Sarnia, Ontario.

Imperial now plans to spend between $1.9 billion and $2.1 billion on capital upgrades and exploration in 2025....

To conserve cash for new projects, Emera has slowed the pace of its planned dividend hikes. However, the new policy will make the payment more sustainable. At the same time, the company’s new projects will spur its growth.


EMERA INC. $54 is a buy. The company (Toronto symbol EMA; Income-Growth Portfolio, Utilities sector; Shares outstanding: 292.8 million; Market cap: $15.8 billion; Dividend yield: 5.4%; Dividend Sustainability Rating: Highest; www.emera.com) owns 100% of Nova Scotia Power, that province’s main electricity supplier....