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FINANCIAL 15 SPLIT CORP. $9.41 (Toronto symbol FTN; Shares o/s: 59.8 million; Market cap: $562.7 million; Dividend yield: 16.1%; www.quadravest.com) holds shares of 15 big Canadian and U.S. financial companies.


These include Bank of Nova Scotia, TD Bank, Manulife, Sun Life, National Bank, Bank of America, Citigroup, Goldman Sachs, JP Morgan and Wells Fargo.


Financial 15 yields a very high 16.1%....
Pfizer’s earnings soared in 2021 and 2022 thanks to strong demand for its COVID-19 vaccines and treatments. The company used that windfall to buy other drugmakers with promising long-term products, mainly cancer treatments. The company is also aggressively cutting its costs.


Those factors should drive Pfizer’s earnings growth for years to come and let it keep raising your dividend.


PFIZER INC....
A: Paychex Inc., $150.51, symbol PAYX on Nasdaq (Shares outstanding: 360.1 million; Market cap: $54.0 billion; www.paychex.com), is an industry-leading human capital management (HCM) company....
A: Hydro One Ltd., $44.93, symbol H on Toronto (Shares outstanding: 599.4 million; Market cap: $27.1 billion; www.hydroone.com), is Ontario’s largest electricity transmission and distribution utility.

Through its wholly owned Hydro One Inc., the company operates almost all of Ontario’s electricity transmission network....
A: BCE Inc., $34.55, Toronto symbol BCE; (Shares outstanding: 912.3 million; Market cap: $31.3 billion; TSINetwork Rating: Above Average; www.bce.ca) remains a buy for long-term gains and income....
Here’s a recent question, and answer, from an Inner Circle member; it’s one that we feel bears repeating. The question, and answer, also addresses key issues about successful investing today—or in any market:

Q: Within the five economic sectors you advise for investing, should we also spread out our funds over some percentage of value, growth and small stocks?

A: If you take account of your own financial and personal circumstances and temperament, and if you invest as we advise (diversifying across most if not all of the five main economic sectors, while confining your investments mainly to well-established companies), you will almost automatically buy some growth stocks and some value stocks; you will also near automatically buy some small-company stocks and some big-company stocks.

However, the economic-sector diversification and overall investment quality of your portfolio are far more important than the relative amounts you invest in value, growth and small stocks.

In any event, it’s impossible to come up with a one-size-fits-all answer when talking about the best balance among value stocks, more aggressive small stocks and growth stocks (some of which can fall into more than one category)....
GARMIN LTD., $224.71, is a buy. The company (symbol GRMN on Nasdaq) makes GPS devices and software for five different markets: fitness, outdoors, auto, aviation, and marine.

The stock rose almost 7% this week to a new all-time high, after the company reported improved results in the latest quarter.

In the three months ended December 31, 2024, Garmin’s overall revenue climbed 22.9%, to $1.62 billion from $1.48 billion a year earlier.

Sales in the marine segment rose 5%....
WALMART INC., $94.78, New York symbol WMT, is a buy.

The company is the world’s biggest retailer, with 10,771 outlets in 19 countries.

Walmart reported strong-than-expected results for its latest quarter. However, a weaker-than-expected forecast caused the stock to fall 8%.

In the fiscal 2025 fourth quarter, ended January 31, 2025, sales rose 4.1%, to $180.55 billion from $173.39 billion a year earlier....
DUTCH BROS INC., $76.10, symbol BROS on New York, is an Oregon-based coffee chain with 982 locations in 18 states. Some 670 of those locations are company-owned; the rest are franchised outlets.

The stock surged this week after reporting its latest results.

Brothers Travis and Dane Boersma quit dairy farming in 1992 to set up a single espresso pushcart, with a stereo, by the railroad tracks in Grants Pass, Oregon....
RIOCAN REAL ESTATE INVESTMENT TRUST, $19.41, Toronto symbol REI.UN, is a top pick for 2025.

The REIT owns all or part of 178 shopping centres and mixed-use properties with a net leasable area of 32.2 million square feet. Its occupancy rate is a high 98.0%.

RioCan cut its monthly distribution by 33.3% to $0.96 a unit (on an annual basis) in February 2021 as retailers shut down due to the COVID-19 pandemic....