Updating Agrium Inc., Transcontinental Inc., TransCanada Corp., SNC-Lavalin Inc., and CAE Inc.

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AGRIUM INC. $46 (Toronto symbol AGU; Aggressive Growth Portfolio, Resources sector; Shares outstanding: 134.0 million; Market cap: $6.2 billion; SI Rating: Average) owns half of a nitrogen facility in Argentina that has had to suspend operations lately due to natural gas shortages. This plant accounts for less than 10% of Agrium’s revenue, so the shutdown’s effect will be small. But costlier natural gas could hurt its profit this year. Agrium is a hold. TRANSCONTINENTAL INC. $21 (Toronto symbol TCL.A; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 85.4 million; Market cap: $1.8 billion; SI Rating: Average) has paid an undisclosed sum for The Oxbow Herald, a weekly newspaper in southeast Saskatchewan. It now publishes nine newspapers in Saskatchewan, reaching 65,000 households in 140 communities. Combining these operations with Transcontinental’s will improve efficiency and let the company expand its door-to-door ad delivery business. Transcontinental is a buy. TRANSCANADA CORP. $37 (Toronto symbol TRP; Conservative Growth Portfolio, Utilities sector; Shares outstanding: 508.0 million; Market cap: $18.8 billion; SI…