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BCE INC. $34 is a buy. The company (Toronto symbol BCE; Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 932.5 million; Market cap: $31.7 billion; Price-to-sales ratio: 2.1; Dividend yield: 5.1%; TSINetwork Rating: Above Average; www.bce.ca) purchased Ziply Fiber in August 2025, which offers high-speed Internet access and telephone services through a fibre-optic network in Washington State, Oregon, Idaho and Montana. BCE paid $3.65 billion U.S. in cash ($5.04 billion Canadian) for this business. It also assumed $2.65 billion (Canadian) of Ziply’s debt.
You Can See our Aggressive Growth Portfolio for February 2026 Here.
We designed our Portfolios to help you build the kind of portfolio we advocate. First, you should invest mainly in stocks from our “Average” or higher TSINetwork Ratings, which make up the bulk of the choices in our Portfolios.
We designed our Portfolios to help you build the kind of portfolio we advocate. First, you should invest mainly in stocks from our “Average” or higher TSINetwork Ratings, which make up the bulk of the choices in our Portfolios.
TOROMONT INDUSTRIES LTD. $171 (www.toromont.com) is a buy. The company distributes bulldozers, backhoe loaders and drills, mainly in eastern Canada and the U.S. It also makes refrigeration systems. The stock has gained 50% in the past year as new infrastructure projects in Ontario and Quebec are spurring demand for Toromont’s heavy equipment. The stock trades at 25.0 times the projected 2026 earnings of $6.84 a share; that’s an acceptable p/e in light of the company’s strong reputation and high market share. Toromont is a buy.
Emera has reduced the pace of its dividend increases to help pay for new projects. While that may disappoint income-seeking investors, these new assets should drive its earnings, stock price and dividend over the next few years.
EMERA INC. $67 is a buy. The company (Toronto symbol EMA; Income Portfolio, Utilities sector; Shares outstanding: 295.9 million; Market cap: $19.8 billion; Price-to-sales ratio: 2.4; Dividend yield: 4.4%; TSINetwork Rating: Average; www.emera.com) owns 100% of Nova Scotia Power, that province’s main electricity supplier. It also holds 100% of Teco Energy, which supplies electricity and natural gas to 1.3 million customers in Tampa Bay, Florida.
EMERA INC. $67 is a buy. The company (Toronto symbol EMA; Income Portfolio, Utilities sector; Shares outstanding: 295.9 million; Market cap: $19.8 billion; Price-to-sales ratio: 2.4; Dividend yield: 4.4%; TSINetwork Rating: Average; www.emera.com) owns 100% of Nova Scotia Power, that province’s main electricity supplier. It also holds 100% of Teco Energy, which supplies electricity and natural gas to 1.3 million customers in Tampa Bay, Florida.
THOMSON REUTERS CORP. $177 is a buy for long-term gains. The company (Toronto symbol TRI; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 450.5 million; Market cap: $79.7 billion; Price-to-sales ratio: 7.7; Dividend yield: 1.9%; TSINetwork Rating: Above Average; www.thomsonreuters.com) sells specialized information (mainly through electronic channels) to professionals in the legal, and tax and accounting fields. It also owns the Reuters news service.
ANDREW PELLER LTD. (class A) remains a buy for long-term gains and income. The company (Toronto symbols ADW.A $5.32 and ADW.B $7.00; Income Portfolio, Consumer sector; Shares outstanding: 43.3 million; Market cap: $305.6 million; Price-to-sales ratio: 0.5; Dividend yield: 4.6%; www.andrewpeller.com) is Canada’s second-largest wine producer after Arterra Wines.
The capture of Venezuelan president Nicolas Maduro by the U.S. and the Trump administration’s plan to increase oil production in that country initially hurt the stock prices of Canadian producers including Suncor and Cenovus. That’s mainly because higher production would weigh on crude prices and could displace Canadian oil at refineries on the U.S. Gulf Coast. However, it will take years to ramp up Venezuelan production. The situation could also spur the building of new pipelines to deliver Canadian crude to non-U.S. markets.
CGI INC. $131 is a buy for aggressive investors. The company (Toronto symbol GIB.A; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 217.2 million; Market cap: $28.5 billion; Price-to-sales ratio: 1.9; Dividend yield: 0.5%; TSINetwork Rating: Average; www.cgi.com) is Canada’s largest provider of computer outsourcing services. It helps its clients automate certain routine functions like accounting and buying supplies. That makes companies more efficient and lets them focus on their main businesses.