NUTRIEN LTD. $99 is a buy. The company (Toronto symbol NTR; Aggressive Growth Portfolio, Resources sector; Shares outstanding: 483.3 million; Market cap: $47.8 billion; Price-to-sales ratio: 1.3; Dividend yield: 3.0%; TSINetwork Rating: Average; www.nutrien.com) is the world’s largest producer of agricultural fertilizers. It also sells seeds, fertilizers and agricultural products to farmers.

In response to declining sales and tariff-related uncertainty, these two beverage producers are aggressively cutting costs and developing new products to strengthen their long-term prospects. Despite those efforts, their near-term outlook remains uncertain.
SAPUTO INC. $42 is a hold. The company (Toronto symbol SAP; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 407.0 million; Market cap: $17.1 billion; Price-to-sales ratio: 0.9; Dividend yield: 1.9%; TSINetwork Rating: Average; www.saputo.com) is Canada’s largest producer of dairy products. It also operates dairies in the U.S., Australia, the U.K. and Argentina.

Real estate services provider FirstService hit a record high of $290 in September 2025, but has since declined 26%. That’s partly because a lack of severe weather events has hurt demand for its roofing and building restoration services. We still like the company’s long-term prospects given recent acquisitions should spur its earnings.

TECK RESOURCES LTD. $82 remains a buy. The company (Toronto symbol TECK.B; Conservative Growth Portfolio, Resources sector; Shares outstanding: 488.2 million; Market cap: $40.0 billion; Price-to-sales ratio: 3.8; Dividend yield: 0.6%; TSINetwork Rating: Extra Risk; www.teck.com) has ended its alliance with Arras Minerals Corp. (Toronto Venture symbol ARK), which is exploring for copper in the Pavlodar region of Kazakhstan. Since 2023, Teck has contributed $5 million U.S. to these efforts.

RIOCAN REAL ESTATE INVESTMENT TRUST $20 is a buy. The REIT (Toronto symbol REI.UN; Aggressive Growth Portfolio, Manufacturing & Industry sector; Units outstanding: 292.7 million; Market cap: $5.9 billion; Price-to-sales ratio: 4.1; Distribution yield: 5.9%; TSINetwork Rating: Average; www.riocan.com) owns all or part of 173 shopping centres and other properties across Canada. Its occupancy rate is a high 97.8%.

U.S. tariffs on Canadian imports, including steel, aluminum, and crude oil, have raised risks for these companies—all three depend heavily on the U.S. for revenue. Uncertainty over the future of the U.S.-Mexico-Canada Agreement (USMCA) only compounds those concerns. Even so, we believe all three remain compelling long-term buys, as each provide essential products and services that are difficult for customers to substitute.

FINNING INTERNATIONAL INC. $88 is a buy. The company (Toronto symbol FTT; Conservative Growth Portfolio, Manufacturing sector; Shares outstanding: 130.8 million; Market cap: $11.5 billion; Price-to-sales ratio: 1.0; Dividend yield: 1.4%; TSINetwork Rating: Above Average; www.finning.com) sells and services Caterpillar-brand heavy equipment (such as tractors, backhoe loaders, off-highway trucks and drills) in Western Canada but also South America, the U.K. and Ireland. Its main customers are in the oil and gas, mining, forestry-products and construction industries.

Oil prices have declined in recent months on fears about a possible global economic slowdown, which would lower demand. At the same time, increased production by OPEC countries and the removal of Venezuelan President Nicolás Maduro could significantly lift global supply. Despite the recent weakness, we continue to recommend that investors maintain some exposure to the oil sector as a hedge against inflation. To further cut your risk, stick with high-quality producers such as Imperial Oil.

You Can See Our Exchange-Traded Funds Portfolio For March 2026 Here.

ETFs in brief

Exchange-traded funds are set up to mirror the performance of a stock-market index or sub-index. They hold a more or less fixed selection of securities that represent the holdings of that index or sub-index and will allow the fund to “track” its performance.

The MER (Management Expense Ratio) is generally much lower on traditional ETFs than on conventional mutual funds. That’s because most traditional ETFs take a much simpler approach to investing. Instead of actively managing clients’ investments, ETF providers invest so as to mirror the holdings and performance of a particular stock-market index.

The merits of investing in dividend-paying companies are well known—payouts that match or better returns, regular income, and lower risk. Still, investors looking for constant and regular dividends need to be aware that ETF dividend payouts are not necessarily as smooth as the best individual dividend-paying companies.