Updating Canadian Pacific Railway Ltd., Pengrowth Energy Corp. and ShawCor Ltd.

CANADIAN PACIFIC RAILWAY LTD. $250 (Toronto symbol CP; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 143.1 million; Market cap: $35.8 billion; Price-to-sales ratio: 5.5; Dividend yield: 1.0%; TSINetwork Rating: Above Average; www.cpr.ca) should benefit from new federal regulations meant to encourage rail operators to refurbish… Read More

Updating Molson Coors Canada Inc., United Technologies Corp., and ShawCor Ltd.

MOLSON COORS CANADA INC. (Toronto symbols TPX.A $99 and TPX.B $100; Conservative Growth Payer Portfolio, Consumer sector; Shares outstanding: 216.5 million; Market cap: $21.7 billion; Dividend yield: 2.1%; Dividend Sustainability Rating: Above Average; www.molsoncoors.com) acquired the remaining 58% of the MillerCoors brewing joint venture in October 2016 for $12 billion (all… Read More

Updating Torstar Corp., CGI Group Inc. and Shawcor Ltd.

TORSTAR CORP. $1.80 (www.torstar.com) has re-branded its Metro free commuter newspapers in Vancouver, Calgary, Edmonton, Toronto and Halifax as StarMetro. The company has also expanded the websites of those five publications. Altogether, these moves should help strengthen the company’s ad revenue and let those publications better compete with major dailies published… Read More

Two cyclical stocks with reliable dividends

RUSSEL METALS INC. $28 (Toronto symbol RUS; Cyclical- Growth Dividend Payer Portfolio, Manufacturing & Industry sector; Shares outstanding: 61.8 million; Market cap: $1.7 billion; Dividend yield: 5.4%; Dividend Sustainability Rating: Above Average; www.russelmetals.com) is one of North America’s largest metal distributors, serving 43,000 clients, at… Read More

Strong reputations cut their cyclical risk

These two companies supply products and services vital to the success of oil exploration and mining firms While they remain vulnerable to cyclical downturns, their high market share and strong reputations continue to help their profits rebound as commodity prices recover.