commodity

All of the major global stock markets fell at the outbreak of COVID-19. Many top markets have since rebounded. We think the outlook remains positive for quality stocks, and one way to profit from that—while cutting your risk—is to invest in top ETFs.


Here’s a look at four international funds that we believe are suitable for your new buying....

CUMMINS INC., $244.78, symbol CMI on New York, designs, manufactures, distributes and services diesel, natural gas, electric, hybrid powertrains, and powertrain-related components, including control & fuel systems, automated transmissions, batteries, electrified power systems, hydrogen production, and fuel cell systems.

Cummins serves customers in 190 countries through 500 company-owned and independent distributors and through 9,000 dealers.

In August 2022, the company completed the acquisition of Meritor Inc....

Here’s Part Two of the text of the most-recent letter I sent to our Portfolio Management clients in July this year:

“What’s one more busted supply chain?

It’s natural for businesses to lament the breakdown of the world-spanning supply chains, since it’s costing them money....

Here’s Part One of the text of the most-recent letter I sent to our Portfolio Management clients in July this year:

“You may recall hearing this common explanation for the poor outcome that the U.S. achieved in the Vietnam War:
“The problem is that the U.S....

The shares of these two heavy equipment suppliers have slumped recently as investors fear a recession would hurt their earnings growth. However, both firms now get most of their revenue from servicing equipment, which cuts their reliance on new equipment sales....

Investing in gold: gold shares, gold bullion and gold in your RRSP—which is best?

GOODFELLOW INC., $11.38, symbol GDL on Toronto, is a diversified manufacturer of value-added lumber products, as well as a wholesale distributor of building materials and floor coverings.

The company distributes its products across Canada. It services commercial and residential customers through lumberyard retailer networks, manufacturers, industrial and infrastructure project partners, and floor covering specialists....

Thailand’s economy should keep recovering this year, as further easing of COVID-19 restrictions and the reopening of borders boost the country’s all-important tourism industry.


That should offset the negative effects of high commodity prices and the effect of China’s continuing zero-COVID policies on regional growth.


ISHARES MSCI THAILAND ETF, $70.59 (New York symbol THD; TSINetwork ETF Rating: Aggressive; Market cap: $323.3 million) tracks the performance of a broad basket of publicly listed Thai companies.


The ETF holds a portfolio of 132 stocks of which the top 10 make up 42% of the total assets....

We’ve often pointed out that growth by acquisition is inherently riskier than internal growth since it carries an above-average chance of unpleasant surprises. That’s because a buyer of something rarely knows as much about it as the seller.

Still, some companies handle acquisitions better than others, and successfully integrating those purchases can spur strong growth and share-price gains for their investors.

AltaGas took on a lot of risk with a huge acquisition in July 2018....

Investing in the top TSX companies can offer both growth and value for your holdings, especially if you target blue chip stocks in the process.