The U.S. Federal Reserve continues to cut its benchmark interest rate as inflation eases. That is letting these two banks cut their loan provisions, which is lifting their earnings. Lower rates should also help spur demand for new loans. That will give them even more… Read More
H&R REAL ESTATE INVESTMENT TRUST $9.42 is a buy. The REIT (Toronto symbol HR.UN; Cyclical-Growth Dividend Payer Portfolio, Manufacturing sector; Units outstanding: 262.0 million; Market cap: $2.5 billion; Distribution yield: 6.4%; Dividend Sustainability Rating: Average; www.hr-reit.com) owns 377 residential, industrial, office and some retail properties in Canada and the U.S…. Read More
Demand for office space is rebounding as more companies unwind their work-from-home policies for employees. That should support the payouts of both these REITs.
ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST $18, is a buy. The REIT (Toronto symbol AP.UN; Cyclical-Growth Dividend Payer Portfolio, Manufacturing sector; Units outstanding: 128.0… Read More
ALARIS EQUITY PARTNERS INCOME TRUST $19 (Toronto symbol AD.UN; Shares outstanding: 45.5 million; Market cap: $864.5 million; Dividend yield: 7.2%) lends money to its partners—private businesses—in exchange for distributions, dividends or interest. Its goal is to generate stable cash flows, so it can provide shareholders with dividend… Read More
In the past few years, insurance giant Sun Life has expanded its operations in Asia. Specifically, it’s in China, Hong Kong, India, Indonesia, Malaysia, the Philippines, Singapore and Vietnam, and the region now contributes about 18% of earnings.
The company also continues to benefit from the… Read More
In June 2015, the old Gannett spun off its newspaper operation as a separate company operating under the Gannett name. The remaining broadcasting and Internet unit was then renamed Tegna. Under the deal, for every two shares investors held, they received one share of the… Read More
PHILIPS ELECTRONICS N.V. ADRs $25 is a hold. The company (New York symbol PHG; Conservative Growth Portfolio, Manufacturing sector; ADRs outstanding: 906.3 million; Market cap: $22.7 billion; Price-to-sales ratio: 1.3; Dividend suspended in 2024; TSINetwork Rating: Average; www.philips.com) makes industrial health-care products, including X-ray scanners and ultrasound systems,… Read More
We recommend investors diversify their Finance sector holdings beyond the big banks with smaller, high-quality firms such as State Street and T. Rowe Price. Both are leaders in their niche industries, and have a long history of rewarding investors with rising dividends.
STATE STREET CORP. $95… Read More
VIATRIS INC. $12 is a hold. The company (New York symbol VTRS; Income Portfolio, Manufacturing sector; Shares outstanding: 1.2 billion; Market cap: $14.4 billion; Price-to-sales ratio: 1.0; Dividend yield: 4.0%; TSINetwork Rating: Average; www.viatris.com) was formed in November 2020 by the merger of Pfizer’s Upjohn division (generic drugs)… Read More
HOWMET AEROSPACE INC. $108 is a hold. The company (New York symbol HWM; Conservative Growth Portfolio, Manufacturing sector; Shares outstanding: 406.3 million; Market cap: $43.9 billion; Price-to-sales ratio: 6.3; Dividend yield: 0.3%; TSINetwork Rating: Average; www.howmet.com) makes a range of industrial parts, from jet engine components and fasteners… Read More
Demand for medical devices continues to improve, particularly as the aging baby boom generation requires more hospital and other care. We like the long-term outlook for Baxter and Becton Dickinson, particularly as they re-organize their businesses for new growth. However, Solventum’s high debt level will… Read More
GENERAL MILLS INC. $64 is a hold. This consumer staples giant (New York symbol GIS; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 555.2 million; Market cap: $35.5 billion; Price-to-sales ratio: 1.9; Dividend yield: 3.8%; www.generalmills.com) is one of the world’s largest foodmakers. Its top brands include Cheerios (cereal),… Read More
The shares of aerospace equipment maker RTX are up 65% since dropping to $69 in October 2023 on the news of a defective jet engine recall. The share price jump is largely because the company significantly expanded its capacity to handle these repairs, which has… Read More
You Can See Our Current Power Recommendations For January 2025 Here.
Understanding our recommendations: Power Buy—These stocks are our top choices for new buying now. We feel each currently offers the best combination of fundamentals (earnings, sales, cash flow and so on) plus external factors (industry trends… Read More
The pandemic presented both of these firms with unique challenges. However, each remained profitable and is now well positioned to keep prospering. Trends underway as well as the strong position of each firm in its key markets will power future gains. Both of these leaders… Read More
Extendicare owns and operates long-term care homes. Investors also tap the company’s ParaMed Home Health Care branches. ParaMed provides nursing care and other forms of assistance to clients who remain in their own homes.
EXTENDICARE INC., $10.12, is a buy. The company (Toronto symbol EXE; TSINetwork Rating: Extra… Read More
Long-time readers know that we aim to keep you informed of important news about the stocks we cover. That means highlighting developments and plans that promise to bolster investor gains. Here are two buys that stand out this month:
PAGERDUTY INC., $19.60, is a buy. The company… Read More
GEN DIGITAL INC., $29.38, is a buy. The firm (Nasdaq symbol GEN; TSINetwork Rating: Extra Risk) (gendigital.com; Shares o/s: 616.3 million; Market cap: $18.3 billion; Dividend yield: 1.7%) is buying MoneyLion Inc. for $1 billion, plus a possible future contingent payout. That firm’s full-featured digital personal finance platform… Read More
We see both Calian and Wajax as having bright futures given their high-demand services and the resulting growth prospects. Meanwhile, each stock offers you a sustainable yield. Both are buys.
CALIAN GROUP, $47.73, is a buy. The stock (Toronto symbol CGY; TSINetwork Rating: Extra Risk) (calian.com; Shares outstanding:… Read More
You should remain wary of stocks that attract broker/media attention because of high-profile products or services, and their business models. Here’s a closer look at one stock with risks that prospective investors should take into consideration:
PONY AI INC. (ADR), $12.87, (Nasdaq symbol PONY; TSINetwork Rating: Speculative) (www.pony.ai;… Read More
