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CAMPBELL SOUP CO., $52.51, New York symbol CPB, is a buy for long-term gains.

Under its new strategic plan, which began in 2018, Campbell sold most of its international and refrigerated-foods businesses. That let it focus on canned soups, pasta and V8 vegetable juices....
THOMSON REUTERS CORP., $165.70, Toronto symbol TRI, is a buy.

The company sells specialized information (mainly through electronic channels) to professionals in the legal, and tax and accounting fields. It also owns the Reuters news service.

Thomson continues to wind down its stake in financial information provider Refinitiv....

You can see our Conservative Growth Portfolio for April 2023 here.


We designed our Portfolios to help you build the kind of portfolio we advocate....

CANADIAN IMPERIAL BANK OF COMMERCE $61 (www.cibc.com) is a buy. The bank has agreed to settle a lawsuit launched by hedge fund Cerberus Capital Management, which accused CIBC of defaulting on payments related to a limited-recourse note that the bank issued in 2008....
Loblaw has come under fire from politicians accusing it of generating excessive profits during the pandemic. However, the company’s profit margins are only up slightly compared to pre-pandemic levels. Meantime, ongoing investments in online ordering, loyalty plans and private label brands should continue to fuel its growth.


LOBLAW COMPANIES LTD....
RESTAURANT BRANDS INTERNATIONAL INC. $86 is a buy for aggressive investors. The company (Toronto symbol QSR, Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 450.9 million; Market cap: $38.8 billion; Price-to-sales ratio: 4.5; Dividend yield: 3.5%; TSINetwork Rating: Average; www.rbi.com) operates 30,722 fast-food outlets in over 100 countries: 19,789 Burger King, 5,600 Tim Hortons (coffee and donuts), 4,091 Popeyes Louisiana Kitchen (fried chicken) and 1,242 Firehouse Subs.


Overall sales in the quarter ended December 31, 2022, rose 9.2%, to $1.69 billion from $1.57 billion a year earlier (all amounts except share price and market cap in U.S....

COLLIERS INTERNATIONAL GROUP INC. $157 is a buy for aggressive investors. This company (Toronto symbol CIGI; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 41.8 million; Market cap: $6.6 billion; Price-to-sales ratio: 1.1; Dividend yield: 0.3%; TSINetwork Rating: Extra Risk; www.colliers.com) offers a range of services, including help for clients buying and selling commercial real estate and securing financing.


In 2022, Colliers spent $1.0 billion acquiring smaller businesses (all amounts except share price and market cap in U.S....
RIOCAN REAL ESTATE INVESTMENT TRUST $22 is a buy. The REIT (Toronto symbol REI.UN; Aggressive Growth Portfolio, Manufacturing & Industry sector; Units outstanding: 309.9 million; Market cap: $6.8 billion; Price-to-sales ratio: 5.4; Distribution yield: 4.9%; TSINetwork Rating: Average; www.riocan.com) owns all or part of 193 shopping centres and other properties across Canada.


RioCan’s revenue in the fourth quarter of 2022 fell 9.0%, to $306.2 million from $336.4 million a year earlier....
The easing of COVID-19 travel restrictions continues to benefit these two aerospace stocks. However, CAE’s exposure to both military and healthcare customers makes it a better pick than business jet maker Bombardier.


CAE INC. $31 is a buy. The company (Toronto symbol CAE; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 317.9 million; Market cap: $9.9 billion; Price-to-sales ratio: 2.5; Dividend suspended in March 2020; TSINetwork Rating: Average; www.cae.com) is a leading maker of flight simulators for commercial and military aircraft....

Dairy producer Saputo unveiled an ambitious new strategy in 2021 that will cut its operating costs. It also continues to benefit as restaurants re-open on the lifting of COVID-19 lockdowns. However, the company remains vulnerable to increasingly popular alternative dairy products such as plant-based milks.


SAPUTO INC....