investment

Demand for office space is rebounding as more companies unwind their work-from-home policies for employees. That should support the payouts of both these REITs.


ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST $18, is a buy. The REIT (Toronto symbol AP.UN; Cyclical-Growth Dividend Payer Portfolio, Manufacturing sector; Units outstanding: 128.0 million; Market cap: $2.3 billion; Distribution yield: 10.0%; Dividend Sustainability Rating: Above Average; www.alliedreit.com) owns 188 office buildings and nine properties under development....
In the past few years, insurance giant Sun Life has expanded its operations in Asia. Specifically, it’s in China, Hong Kong, India, Indonesia, Malaysia, the Philippines, Singapore and Vietnam, and the region now contributes about 18% of earnings.


The company also continues to benefit from the aging North American population, with rising demand for health insurance and wealth management services.


We expect these factors to drive the company’s earnings—and your dividend—over the next several years.


SUN LIFE FINANCIAL INC....
Demand for medical devices continues to improve, particularly as the aging baby boom generation requires more hospital and other care. We like the long-term outlook for Baxter and Becton Dickinson, particularly as they re-organize their businesses for new growth....

You Can See Our Current Power Recommendations For January 2025 Here.


Understanding our recommendations: Power Buy—These stocks are our top choices for new buying now....
Artificial intelligence (AI) is an example of an investment idea that could boost your investment returns, or, more likely, end up costing you money. All in all, we think that the biggest, surest gains from AI will come from investing in established businesses that are already profitable and growing, and that can gain all the more by applying AI to their operations.


Here are two companies that are already profitably taking advantage of AI, and they should be among the leaders in the push to extend AI’s use:


SHOPIFY, $170.88, remains a buy. The company (Toronto symbol SHOP; TSINetwork Rating: Extra Risk) (www.shopify.ca; Shares outstanding: 1.3 billion; Market cap: $213.6 billion; No dividends paid) offers merchants of all sizes Internet-based software to design, set up and manage e-commerce stores across multiple sales channels....
Corteva shares offer investors a number of pluses: Not only is the company at the forefront of key agricultural trends, the stock is a spinoff. Over the years, we’ve found that spinoffs are about as close as you can get to a sure thing in investing. It’s one key reason why we think there are significant gains ahead for existing Corteva investors and for new ones....
McDonald’s continues to improve its domestic performance and keeps raising dividends despite international challenges and an E. coli scare.
VSE CORP., $108.21, symbol VSEC on Nasdaq, provides aftermarket distribution and repair services through its two operating segments: Aviation (74% of revenue) and Fleet (26%).

The Aviation unit provides aftermarket parts, distribution and maintenance, repair, and overhaul (MRO) services....
NORTH WEST COMPANY, $48.01, is a buy. The retailer (symbol NWC on Toronto) sells food, and everyday products and services through 227 stores. Those locations are mainly in northern communities across Canada and Alaska. Through your shares, you also tap the company’s operations in remote regions of Hawaii, the wider South Pacific and the Caribbean.

North West’s food offerings consist of perishable and non-perishable products including groceries, dairy, produce, meat, convenience foods, food service, home meal replacement, health and beauty aids, paper products and cleaning supplies....
SUNCOR ENERGY INC., $52.37, Toronto symbol SU, is a buy.

The company is Canada’s largest integrated oil firm, with major projects in the Alberta oil sands. It also operates four refineries (three in Canada and one in Colorado), along with over 1,800 Petro-Canada gas stations.

Suncor now expects to spend between $6.1 billion and $6.3 billion on exploration and upgrades in 2025....