investment

RESTAURANT BRANDS INTERNATIONAL INC., $69.61, is a buy. The stock (symbol QSR on New York) gives you exposure to the world’s third-largest fast-food operator. That’s after McDonald’s (No. 1) and Yum Brands (No. 2). The company has 30,125 outlets in over 100 countries: 18,935 Burger King, 5,662 Tim Hortons (coffee and donuts), 4,269 Popeyes Louisiana Kitchen (fried chicken) and 1,259 Firehouse Subs.

Restaurant Brands has announced two transactions in China: the acquisition of Popeyes China, and a co-investment with Cartesian Capital into the business of TH International Limited (“Tims China,” symbol THCH on Nasdaq).

The two transactions reflect Restaurant Brands’ confidence in China, one of the largest quick-service restaurants markets globally....

GREAT-WEST LIFECO, $39.95 (Toronto symbol GWO; shares outstanding: 932.4 million; Market cap: $37.3 billion; TSINetwork Rating: Above Average; Dividend yield: 5.6%; www.greatwestlifeco.com) is Canada’s second-largest life insurer, after Manulife Financial....

These two REITs own some of the best properties in Canada’s biggest cities. Despite the disruptions caused by the work from home and online shopping trends, those high-quality holdings should continue to attract tenants.


ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST, $15.66, is a buy. The REIT (Toronto symbol AP.UN; Units outstanding: 128.0 million; Market cap: $2.2 billion; TSINetwork Rating: Average; Dividend yield: 11.5%; www.alliedreit.com) owns 198 office buildings and eight properties under development, mainly in major Canadian cities....

The outcome of CNN’s June 27 debate between Donald Trump and Joe Biden seems to have set off a political firestorm in the U.S., and not just between Republicans and Democrats. The debate also seems to have set off a secondary firestorm within the Democratic party, between members who claim the other side of the party should have known about or revealed Biden’s cognitive failings, and those who say his condition is not as bad as it looks.

My advice: don’t waste your time with the endless sniping now underway in the media....

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

Partly due to pressure from an activist investor, Suncor recently shifted its focus to its main oil sands properties in Alberta. The company is also cutting its costs, which will free up more cash to reward investors with higher dividends and share buybacks.


SUNCOR ENERGY INC....

ALTAGAS LTD. $30 is a buy. The company (Toronto symbol ALA; High-Growth Dividend Payer Portfolio; Utilities sector; Shares outstanding: 295.3 million; Market cap: $8.9 billion; Dividend yield: 4.0%; Dividend Sustainability Rating: Above Average; www.altagas.ca) last raised your quarterly dividend by 6.3%, with the March 2024 payment to $0.2975 a share from $0.28....

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 Payer Portfolio, Finance sector; shares outstanding: 932.4 million; Market cap: $36.4 billion; Dividend yield: 5.7%; Dividend Sustainability Rating: Above Average; www.greatwestlifeco.com) is Canada’s second-largest life insurer after Manulife Financial....