Get 4.1% yield from Suncor

Get 4.1% yield from Suncor

Partly due to pressure from an activist investor, the firm recently shifted its focus to its main oil sands properties in Alberta. 

Meanwhile, we continue to advise that all investors maintain some exposure to the oil and gas industry. To further cut your risk, stick with… Read More

Pure-play shift will benefit these two

These two subsidiaries of Power Corp. are re-focusing on their main businesses. That should appeal to investors, who tend to prefer pure-play companies. Even so, we feel IGM is the better buy right now.
GREAT-WEST LIFECO INC. $39 is a hold. The company (Toronto symbol GWO; Conservative Growth… Read More

Elliott invests in these three companies

Activist investor Elliott Management has a long history of improving value at undervalued companies. The firm is now targeting these three companies. We agree with its opinion on Texas Instruments and Johnson Controls but would avoid Southwest Airlines.
TEXAS INSTRUMENTS INC. $196 is a buy. The company (Nasdaq… Read More

Two Canadian insurers with bright futures

Insurers write policies, collect premiums from customers, and then invest those premiums to meet future claims. That need to cover claims means they invest significant amounts of their funds in fixed-income instruments, primarily bonds. That also means high interest rates are a boon to their… Read More