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ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST, $9.32, is now a hold. The REIT’s (Toronto symbol AP.UN; Units o/s: 128.0 million; Market cap: $1.8 billion; TSINetwork Rating: Average; Yield: 7.7%; www.alliedreit.com) debt was $4.68 billion as of December 31, 2025. That’s a high 360% of its market cap. To conserve cash for debt repayments, Allied cut your monthly distribution with the January 2026 payment by 60.0%, to $0.06 a unit from $0.15. The new annual rate of $0.72 a unit yields a high 7.7%.
Until recently, higher interest rates increased demand for bonds and hurt demand for REITs. Now, with rates falling, Choice Properties—Loblaw’s biggest landlord—is especially attractive to income investors. Better still, you can expect the REIT’s units to move even higher.

CHOICE PROPERTIES REIT, $15.86, is a buy. Canada’s biggest REIT (Toronto symbol CHP.UN; Units o/s: 723.8 million; Market cap: $11.5 billion; TSINetwork Rating: Average; Dividend yield: 4.9%; www.choicereit.ca) owns 699 properties, for a total of 68.5 million square feet of retail, industrial, mixed-use and residential space. Investors also benefit from its high 98.2% occupancy rate. George Weston owns 61.7% of the trust. Loblaw is the principal tenant at 59.4% of its leasable area.
Corteva offers investors exposure to key agricultural growth areas: corn and soybean seeds; and crop protection products. Those markets can be volatile due to weather, economic cycles, and so on. But Corteva mitigates those risks through its scale, product diversification, and rock-solid balance sheet.

Note that the stock, itself, is a spinoff. As you’ve heard us say before, spinoffs are about as close as you can get to a sure thing in investing.

It’s worth noting that Corteva is now planning a spinoff of its own—it wants to split its seed businesses from its crop protection products. We think this latest move will set up shareholders for even more gains since stock market investors tend to prefer “pure-play” firms that are easier to compare against rival firms.

You Can See Our WSSF Income-Seeking Portfolio for March 2026 Here.


We designed our TSINetwork Ratings to give you an idea of the investment quality and risk in stocks we recommend, so you can build a portfolio that suits your needs and objectives.

Other rating systems use a mechanical process to make investment decisions.
NEWELL BRANDS INC. $4.56 (www.newell.com) remains a hold. The company makes a wide range of consumer and household products such as PaperMate pens, Elmer’s glue, Rubbermaid food containers, and Graco baby strollers. Newell increased its selling prices to offset higher tariff-related costs. Even so, its revenue in the quarter ended December 31, 2025, declined 2.7%, to $1.90 billion from $1.95 billion a year earlier. Savings from a restructuring plan increased earnings by 12.5%, to $0.18 a share from $0.16. The $0.28 annual dividend rate still looks secure, and yields a high 6.1%. Newell Brands remains a hold.