investment


DOREL INDUSTRIES INC. $14.40 is a hold. The company (Toronto symbol DII.B; Consumer sector; Shares outstanding: 32.5 million; Market cap: $468.0 million; No dividend paid; Takeover Target Rating: Highest; www.dorel.com) makes ready-to-assemble home and office furniture; juvenile products such as car seats, strollers, high chairs, toddler beds and cribs; and bicycles and other sporting goods.


Dorel recently accepted a $14.50-a-share takeover offer presented by a group led by U.S....

We often remind readers to pay attention to activist investors. That’s because they tend to look for the same kind of hidden assets we value. A firm can spin off or sell them to boost shareholder value. Here are two stocks that will benefit from activist pressure, but we see only one as a buy.


F5 NETWORKS INC....
Learning about investing doesn’t come without setbacks, but you can limit your risk with these tips.
Broadridge is far from a household name, except in households where most members work in the investment business. Since Automatic Data Processing (symbol ADP on Nasdaq) spun it off in 2007, the company has become a key provider of services to financial, brokerage and wealth management firms.

We added Broadridge to our recommendations in the February 2008 issue of Wall Street Stock Forecaster as a buy at $22 a share....
Here are some helpful tips and advice on how to pick stocks without a broker
EMERA INC. $54 is a buy. The company (Toronto symbol EMA; Income Portfolio, Utilities sector; Shares outstanding: 249.4 million; Market cap: $13.5 billion; Price-to-sales ratio: 2.4; Dividend yield: 4.7%; TSINetwork Rating: Average; www.emera.com) owns 100% of Nova Scotia Power, that province’s main electricity supplier....
We continue to recommend investors diversify their Finance holdings beyond Canada’s Big Five banks to other high-quality stocks. That includes the three we analyze below. Each of these firms is a leader in its niche market, which helps to cut risk. Even so, we see one in particular as a good choice for your new buying right now.


GREAT-WEST LIFECO INC....
BROADRIDGE FINANCIAL SOLUTIONS INC. $148 is a buy. The company (New York symbol BR; High-Growth Payer Portfolio, Finance sector; Shares outstanding: 115.6 million; Market cap: $17.1 billion; Dividend yield: 1.6%; Dividend Sustainability Rating: Above Average; www.broadridge.com) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing.


With the October 2020 payment, Broadridge raised its quarterly dividend by 6.5% to $0.575 a share from $0.54....

COVID-19 has hurt cash flow at these two REITs. However, their current distributions look sustainable.


DREAM OFFICE REIT $21 is a buy. The REIT (Toronto symbol D.UN; Cyclical-Growth Dividend Payer Portfolio; Manufacturing sector; Units outstanding: 56.5 million; Market cap: $1.2 billion; Dist....
Early in my investment career, I developed a keen interest in what we called “investor rules of thumb.” Here are some random examples:

“Stocks trading at a P/E ratio of 10 times per-share earnings or less are good buys.”

“As January goes, so goes the year.” In other words, if the stock market goes up in January, it will probably have a gain for the year, as a whole.

“When a stock rises and its volume of trading expands as well, it’s likely to keep rising.”

There were multitudes of these rules....