Topics
Alimentation Couche-Tard has made some major acquisitions over the last decade or so—and it keeps targeting more. Growth by acquisition adds risk. However, the company has a long record of successfully integrating those businesses. Meanwhile, it’s well-positioned to keep prospering in both its core and newly acquired markets....
Growth by acquisition adds risk, but WELL Health aims to cut that risk by buying complementary businesses. As well, the Canadian health-care sector is a government-backed, recession-resilient industry.


WELL HEALTH TECHNOLOGIES, $6.25, is a buy. The company (Toronto symbol WELL; TSINetwork Rating: Speculative) (www.well.company; Shares outstanding: 249.9 million; Market cap: $1.6 billion; No dividend paid) completed seven acquisitions in 2024....
EXPEDIA GROUP INC., $206.52, is a #1 Power Buy for 2025. The stock (Nasdaq symbol EXPE; TSINetwork Rating: Average) (www.expediagroup.com; Shares outstanding: 142.6 million; Market cap: $26.6 billion; No dividends paid) jumped 20% after its revenue in the quarter ended December 31, 2024, increased 10.3%, to $3.18 billion from $2.89 billion a year earlier....
DraftKings shares surged on the release of the company’s latest results. They show a continuing rise in the numbers of bettors joining the DraftKings’ platforms. Indeed, with its industry-leading technology, the company is well positioned to keep expanding its market share as the industry further grows....

You Can See Our Spinoff Stock Portfolio For March 2025 Here.


Why we like spinoffs so much
We think that spinoffs are the closest thing you can find to a sure thing for two main reasons:


1) The management of a parent company will only hand out shares in a subsidiary to its own investors if it’s all but certain that business, and the parent, will be better off after the spinoff.


2) Spinoffs involve a lot of work and legal fees....
TITAN AMERICA SA $16 is a hold. The company (New York symbol TTAM; Manufacturing sector; Shares outstanding: 184.4 million; Market cap: $3.0 billion; No dividends paid; Takeover Target Rating: Lowest; www.titanamerica.com) makes cement and other building materials, mainly for customers in Florida and the U.S....

HEWLETT-PACKARD ENTERPRISE CO. $22 is a hold. This firm (New York symbol HPE; Manufacturing sector; Shares outstanding: 1.3 billion; Market cap: $28.6 billion; Dividend yield: 2.4%; Takeover Target Rating: Medium; www.hpe.com) agreed to acquire Juniper Networks Inc....
Specialized insurer Trisura took its current form on June 22, 2017, when Brookfield Asset Management Inc. (now Brookfield Corp.) spun off its specialty insurance business as Trisura. Investors received one Trisura share for every 170 Brookfield shares they held.


After moving sideways for a few years, the stock shot up to just under $48 in December 2022 (all per-share amounts adjusted for a 4-for-1 stock split in June 2021)....
WK KELLOGG CO. $20 is a spinoff buy. The company (New York symbol KLG; Consumer sector; Shares outstanding: 85.8 million; Market cap: $1.7 billion; Dividend yield: 3.3%; Takeover Target Rating: Medium; www.wkkellogg.com) makes breakfast cereals and related products for the North American market.


In October 2023, the old Kellogg Co....

In November 2016, Yum Brands set up its Chinese operations as Yum China and gifted its investors with shares in the new company. Specifically, investors received one share of the new firm for each YUM share they held.


Both stocks continue to rebound from pandemic closures, partly due to their successful digital ordering platforms that speed up service and encourage higher spending per visit....