POWER CORP. OF CANADA $68 is a buy. The conglomerate (Toronto symbol POW; Conservative-Growth Dividend Payer Portfolio, Finance sector; Shares outstanding: 635.7 million; Market cap: $43.2 billion; Dividend yield: 3.9%; Dividend Sustainability Rating: Above Average; www.powercorporation.com) holds controlling stakes in Canadian financial services firms Great-West and IGM. It also owns 16.5% of the Belgian holding company Groupe Bruxelles Lambert.

With the May 2026 payment, the company will raise your quarterly dividend by 9.0%, to $0.6675 a share from $0.6125. The new annual rate of $2.67 yields a high 3.9%.

These two REITs continue to adjust their property portfolios to concentrate on better-performing assets. You can expect that to spur their cash flow and help them maintain their above-average yields.

MERCK & CO. INC. $119 is a buy. The company (New York symbol MRK; High-Growth Dividend Payer Portfolio, Manufacturing sector; Shares outstanding: 2.5 billion; Market cap: $297.5 billion; Dividend yield: 2.9%; Dividend Sustainability Rating: Above Average; www.merck.com) is a leading maker of pharmaceutical drugs. It focuses on oncology, acute-care and animal health drugs as well as vaccines. The blockbuster cancer treatment Keytruda supplies half of its sales.

The drugmaker has paid regular dividends since 1971, and has raised the annual rate each of the past 16 years. The latest increase came in January 2026 when it lifted the quarterly dividend 4.9%, to $0.85 a share from $0.81. The new annual rate of $3.40 yields a solid 2.9%.

With its focus on Canada’s relatively mature market, insurance provider Intact Financial tends to use acquisitions to fuel its growth. That’s riskier than increasing revenue through existing businesses.

However, the company has a long history of successfully integrating these new operations and improving their performance. Thanks to that track record, Intact continues to reward its shareholders: Note, your annual dividend rate has risen every year for the past 21 years.

A: Amentum Holdings, $26.68, symbol AMTM on NYSE, (Shares outstanding: 243.9 million; Market cap: $6.5 billion; www.amentum.com), is a provider of advanced engineering and technology solutions, primarily serving the U.S. government and its allied nations.

The company was spun off by AECOM in 2020, then combined with segments of Jacobs Solutions in 2023. It then opted for a listing on the U.S. public market in 2024. Its current headquarters are in Chantilly, Virginia.

A: Amentum Holdings, $26.68, symbol AMTM on NYSE, (Shares outstanding: 243.9 million; Market cap: $6.5 billion; www.amentum.com), is a provider of advanced engineering and technology solutions, primarily serving the U.S. government and its allied nations.

The company was spun off by AECOM in 2020, then combined with segments of Jacobs Solutions in 2023. It then opted for a listing on the U.S. public market in 2024. Its current headquarters are in Chantilly, Virginia.

A: K92 Mining Inc., $22.22, symbol KNT on Toronto (Shares outstanding: 245.1 million; Market cap: $5.0 billion; www.k92mining.com), produces gold, copper and silver at its Kainantu gold mine in the Eastern Highlands province of Papua New Guinea. The company is also engaged in the exploration and development of mineral deposits near the mine, including the Blue Lake and Arakompa deposits.

K92 acquired the Kainantu Gold Mine from Barrick Gold Corp. in 2014, five years after Barrick closed the mine due to inflated costs. K92 restarted the mine in 2016, turning it into a rapidly growing producer.

A: Graham Corp., $85.11, symbol GHM on New York (Shares outstanding: 11.1 million; Market cap: $885.1 million; www.grahamcorp.com), designs and manufactures fluid, power, and heat transfer systems for the defence, space, and energy industries.

The company was established in 1936 and listed on the U.S. public markets in 1968. Its headquarters is in Batavia, New York.

Known for its expertise in innovative power plant systems, like ejectors and surface condensers, Graham also has experience in designing sophisticated propulsion systems for torpedoes. those incorporate parts such as turbines, alternators, regulators, pumps and blowers.

A: Thomson Reuters Corp., $127.27, symbol TRI on Toronto (Shares outstanding: 449.8 million; Market cap: $56.8 billion; Dividend yield: 2.9%; TSI Quality Rating: Above Average; www.thomsonreuters.com) sells specialized information (through electronic subscription) to professionals in the legal, tax and accounting fields. It also owns the Reuters news service.

The stock is up 16.5% from its recent low of $109.20. The rebound is mainly because Thomson is working to reassure investors that AI chatbots cannot access its proprietary databases. In fact, over 1 million legal, accounting and tax professionals in 107 countries are now using CoCounsel, the company’s AI-powered suite of research tools.

The impact of artificial intelligence is increasingly felt across the economy, including the stock market. While AI has only started to deliver on its promise of transformation, many investors worry the revolution has already hurt several quality stocks. That includes some software giants with a history of dependable growth and income.

We recently received an IC member question that echoes those concerns. In this case, it’s focused on one of The Successful Investor’s long-time recommendations (see below for our latest on Thomson Reuters).

AI capabilities have improved rapidly in recent years, to the point that investors are concerned it will soon replace processes in tech and other industries that now require humans. That’s led to major selloffs in Software as a Service (SaaS) companies, logistics providers, legal and business information firms, and more.