pension plan

The outlook for CAE—a leading provider of flight simulators and pilot-training—is bright.

The company now has roughly 70% of the global flight simulator market and is well-positioned to remain the top global choice for commercial pilot training. At the same time, the airline industry continues to see robust demand with the lifting of pandemic restrictions.

Aside from the bright prospects for its core business, CAE should see demand for its military training operations rise steadily—if not accelerate as the war in Ukraine continues....
PRIMARIS REAL ESTATE INVESTMENT TRUST $13 is a buy. The REIT (Toronto symbol PMZ.UN; Cyclical-Growth Dividend Payer Portfolio, Manufacturing sector; Units outstanding: 98.9 million; Market cap: $1.3 billion; Distribution yield: 6.3%; Dividend Sustainability Rating: Average; www.primarisreit.com) owns 35 enclosed shopping malls in Canada....

In January 2022, H&R REIT spun off most of its retail properties to Primaris REIT. Unitholders received one unit of Primaris for every four H&R units they held. At that time, H&R investors held 74% of Primaris, while the Healthcare of Ontario Pension Plan (HOOPP) owned the remaining 26%.


So far, H&R units are down about 8%, while Primaris is up slightly....
For 2023, we once again chose CGI Inc. as the #1 Aggressive Stock of the Year for our flagship newsletter, The Successful Investor.

This is the seventh year in a row that we’ve picked CGI—Canada’s largest provider of computer outsourcing services.

Investors who were quick to act on our advice have not been disappointed: the stock is now up over 123% since we first highlighted it as a top pick for 2016....
POST HOLDINGS INC., $91.72, symbol POST on New York, is a leading maker of cereals and packaged foods. The company has four operating segments: Post Consumer Brands (36% of sales), Foodservice (38%), Weetabix (8%), and Refrigerated Retail (18%). It also holds a 50% equity interest in the Alpen Food Company South Africa Limited, a maker of RTE (ready-to-eat) cereal and muesli.

In October 2019, Post sold shares of its BellRing Brands business to the public through an IPO....
Wondering what is the best investment for retirement in Canada? Here is some guidance to enhance your long-term success.
The market plunge at the start of the COVID-19 crisis lowered the unit price of most REITs. That’s because the pandemic forced many businesses—and REIT tenants—to temporarily close. However, the pandemic has waned, and rental markets are recovering. That will let these two REITs maintain, or even raise, their current high distributions.


H&R REIT, $11.21, is a buy. Through your units in this REIT (Toronto symbol HR.UN; Units o/s: 266.3 million; Market cap: $3.0 billion; TSINetwork Rating: Extra Risk; Dividend yield: 4.9%; www.hr-reit.com) you tap income from 416 properties: 27 office buildings, 286 retail developments, 71 industrial buildings and 24 residential properties....
RIOCAN REAL ESTATE INVESTMENT TRUST $18 is a buy. The REIT (Toronto symbol REI.UN; Aggressive Growth Portfolio, Manufacturing & Industry sector; Units outstanding: 309.1 million; Market cap: $5.6 billion; Price-to-sales ratio: 4.7; Distribution yield: 5.7%; TSINetwork Rating: Average; www.riocan.com) owns all or part of 202 shopping centres and other properties, including 12 currently under development....

Spinoffs tend to work out well, as investors gemerally prefer “pure-play” companies that focus on a single business. H&R’s spinoff of its retail properties as Primaris has enhanced its appeal and is behind our decision to name H&R as a top pick for 2022....
The market plunge at the start of the COVID-19 crisis lowered the unit price of most REITs. That’s because the pandemic forced many businesses—and REIT tenants—to temporarily close. However, as the pandemic wanes, the economy is normalizing. That will let these two REITs maintain, or even raise, their current high distributions.


H&R REIT, $13.22, is a buy. Through your units in this REIT (Toronto symbol HR.UN; Units o/s: 285.1 million; Market cap: $3.8 billion; TSINetwork Rating: Extra Risk; Dividend yield: 3.9%; www.hr-reit.com) you tap income from 416 properties: 27 office buildings, 294 retail developments, 72 industrial buildings and 23 residential properties....