CP’s restructuring is paying off
Canadian Pacific Railway is up over 130% since we recommended it in March 2012. That was just after we made CP our “Stock of the Year” for 2012 in The Successful Investor, our conservative-growth...
View ArticleUpdating Torstar Corp.
TORSTAR CORP. $7.74 (www.torstar.com) is selling its Harlequin book-publishing subsidiary to News Corp. (Nasdaq symbol NWSA), the parent company of publishing firm HarperCollins. The company will...
View ArticleRising efficiency spurs CN’s growth
CANADIAN NATIONAL RAILWAY CO. $64 (Toronto symbol CNR; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 824.5 million; Market cap: $52.8 billion; Price-to-sales...
View ArticleNew strategy benefits Encana
ENCANA CORP. $26 (Toronto symbol ECA; Conservative Growth Portfolio, Resources sector; Shares outstanding: 740.9 million; Market cap: $19.3 billion; Price-to-sales ratio: 3.2; Dividend yield: 1.2%;...
View ArticleUpdating ATCO Ltd., IGM Financial, and CP Rail
ATCO LTD. (Toronto symbols ACO.X [class I non-voting] $55 and ACO.Y [class II voting] $55; Income Portfolio, Utilities sector; Shares outstanding: 115.1 million; Market cap: $6.3 billion;...
View ArticleGood quarter for Thomson
THOMSON REUTERS CORP. $39 (Toronto symbol TRI; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 811.1 million; Market cap: $31.6 billion; Price-to-sales ratio: 2.4; Dividend yield:...
View ArticleNetwork investments will pay off
BELL ALIANT INC. $28 (Toronto symbol BA, Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 229.1 million; Market cap: $6.4 billion; Price-to-sales ratio: 2.3; Dividend...
View ArticleBig telcos will clear regulatory hurdles
Ottawa continues to impose new rules on Canada’s main wireless firms in an effort to encourage more competition. These measures include restricting the new radio frequencies (or spectrum) they can buy,...
View ArticleFinning optimistic about first quarter
FINNING INTERNATIONAL INC. $30 (Toronto symbol FTT; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 172.1 million; Market cap: $5.2 billion; Price-to-sales...
View ArticleSuncor builds on oil sands lead
Suncor’s shares rose from $35 after it merged with Petro-Canada in August 2009 to a peak of $46 in March 2011. After that, the stock fell and stayed between $30 and $35 for most of the past three...
View ArticleUpdates on Canadian Pacific Railway, Encana Corp., and Enbridge Inc.
CANADIAN PACIFIC RAILWAY $190.72 (Toronto symbol CP; Shares o/s: 175.1 million; Market cap: $32.7 billion; TSINetwork Rating: Average; Dividend yield: 0.7%; www.cpr.ca) expects to ship 140,000 to...
View ArticleBell Aliant invests for growth
BELL ALIANT INC. $28.91 (Toronto symbol BA; Shares outstanding: 227.8 million; Market cap: $6.5 billion; TSINetwork Rating: Average; Dividend yield: 6.6%; www.aliant.ca) continues to invest heavily in...
View ArticleNice addition for our #1 pick
BANK OF NOVA SCOTIA $70.50 (Toronto symbol BNS; Shares outstanding: 1.2 billion; Market cap: $85.4 billion; TSINetwork Rating: Above Average; Dividend yield: 3.6%, www.scotiabank.com) has agreed to buy...
View ArticleHigh-yielding pipelines with gains ahead
Pembina Pipeline and Veresen both trade at high multiples to their per-share cash flow. But both have strong growth prospects and high dividend yields. We think they have further gains ahead. PEMBINA...
View ArticleTorstar unlocks value
TORSTAR $7.86 (Toronto symbol TS.B; Shares outstanding: 79.9 million; Market cap: $629.2 million; TSINetwork Rating: Average; Dividend yield: 6.7%; www.torstar.com) is up over 20% since early May, when...
View ArticleTelus is now a buy
Telus continues to upgrade its wireless and Internet services, with plans to spend $2.2 billion on these improvements this year. That’s helping it attract more subscribers in a highly competitive...
View ArticleUpdating Encana Corp., Canada Bread Co., and Maple Leaf Foods Inc.
ENCANA CORP. $26 (www.encana.com) has completed its plan to sell shares of subsidiary PrairieSky Royalty Ltd. (Toronto symbol PSK) to the public. PrairieSky owns the oil and natural gas rights to 5.2...
View ArticleOur #1 pick will train CSeries pilots
CAE INC. $15 (Toronto symbol CAE; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 263.8 million; Market cap: $4.0 billion; Price-to-sales ratio: 1.8; Dividend...
View ArticleTelus abandons Mobilicity takeover
TELUS CORP. $41 (Toronto symbol T; Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 618.9 million; Market cap: $25.4 billion; Price-to-sales ratio: 2.2; Dividend yield:...
View ArticleTop brands keep them thriving
Sales of beer and wine have held steady, even as consumers have become more health conscious. The best way to profit is with industry leaders like these two, whose popular brands and cost controls...
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