investment

In recent years, higher interest rates increased the demand for bonds and hurt that for REITs. Still, with rates now falling, Choice Properties and RioCan remain excellent ways for investors to earn high, steady income. We see both as buys.


RIOCAN REAL ESTATE INVESTMENT TRUST, $19.23, is a buy. The REIT (Toronto symbol REI.UN; Units outstanding: 297.2 million; Market cap: $5.7 billion; TSINetwork Rating: Average; Dividend yield: 6.0%; www.riocan.com) owns all or part of 186 shopping centres and other properties across Canada, including eight projects under development....

Barrick Gold reported 50% higher earnings while growing production and paying a solid dividend.

Finding stocks with growth potential that will fulfill their promise is not easy. But there are a range of tried and true factors to watch out for. Here they are:

DOMINO’S PIZZA INC., $489.71, remains a buy. Through their shares, investors gain exposure to the world’s largest chain of pizza stores offering takeout and delivery. The company (symbol DPZ on New York) operates 21,366 outlets, in the U.S. and 85 other countries....

INNERGEX RENEWABLE ENERGY INC., $13.60, Toronto symbol INE, is a hold.

The company operates 42 hydroelectric plants, 35 wind farms, 9 solar fields, and three battery energy storage facilities, in Canada, the U.S., Chile and France.

For 2024, Innergex reduced its dividend payout ratio to between 30% and 50% of its free cash flow (operating cash flow less capital expenditures) to provide maximum financial flexibility for investments in new projects.

As a result, the company cut its annual dividend rate by 50.0% to $0.36 a share, which yields 2.6%....

You Can See Our WSSF Income-Seeking Portfolio For March 2025 Here.

This month, we are updating our WSSF Portfolio for Income-Seeking Investors.


This portfolio is a good starting point for investors who need income....

You Can See Our Income-Growth Dividend Payer Portfolio for March 2025 Here.

You can’t fake a record of dividends....

These two retail-focused REITs recently raised their distributions. That follows the continuing resurgence in foot traffic at malls following COVID-19 lockdowns. Both these REITs also benefit from recent acquisitions, which will boost their cash flow and distributions.


CHOICE PROPERTIES REIT $14 is a buy. Canada’s biggest REIT (Toronto symbol CHP.UN; Cyclical-Growth Payer Portfolio; Manufacturing & Industry sector; Units outstanding: 723.7 million; Market cap: $10.1 billion; Distribution yield: 5.5%; Dividend Sustainability Rating: Above Average; www.choicereit.ca) owns 705 properties, with 67.2 million square feet of retail, industrial, mixed-use and residential space....

A: BCE Inc., $34.55, Toronto symbol BCE; (Shares outstanding: 912.3 million; Market cap: $31.3 billion; TSINetwork Rating: Above Average; www.bce.ca) remains a buy for long-term gains and income....

Here’s a recent question, and answer, from an Inner Circle member; it’s one that we feel bears repeating. The question, and answer, also addresses key issues about successful investing today—or in any market:

Q: Within the five economic sectors you advise for investing, should we also spread out our funds over some percentage of value, growth and small stocks?

A: If you take account of your own financial and personal circumstances and temperament, and if you invest as we advise (diversifying across most if not all of the five main economic sectors, while confining your investments mainly to well-established companies), you will almost automatically buy some growth stocks and some value stocks; you will also near automatically buy some small-company stocks and some big-company stocks.

However, the economic-sector diversification and overall investment quality of your portfolio are far more important than the relative amounts you invest in value, growth and small stocks.

In any event, it’s impossible to come up with a one-size-fits-all answer when talking about the best balance among value stocks, more aggressive small stocks and growth stocks (some of which can fall into more than one category)....