Weekly 52-Week Low (or 52-Week High): BAM-T, IAG-T, ONC-T, CCB-X and More 52-Week Highs and Lows (Oct 02-08)

Has done fairly well recently, but still thinks there's more that can come from it. Has diversified its investment holdings. Doing better and better. As it gets larger, seems to have more opportunities to make substantial additions to its portfolio. Yield's not what it used to be, but still pretty good and expects increases.

Would recommend selling. Dividend rising too fast. Earnings not quality. Better options for investors. Current price presenting value to sell. Brookfield a better option. 

In his dividend growers mandate. Very high dividend yield, over 10%, and is sustainable (though may not grow in near term). Debt to capital ratio ~40%, selling non-core properties. Closing deals will add cash this year. Vacancy rates should stabilize. Private market value is significantly higher. Needs patience.

Recent dip probably not company-specific, whole industrial complex has been hit by tariff scares. A competitor is BDT, with a better financial profile and really good growth profile, so he's more comfortable owning that one.

The preferred shares, Series E Has a rate reset spread at 330 basis points, and pays a dividend yield of 15%. Something happened to the dividend last August. Doesn't know this name well. They are selling some retail assets to add stability to the stock.

Has done quite well, as has that whole space. Under nice, steady accumulation. Solid uptrend.

(A Top Pick Nov 06/23, Up 63%) There's still upside. CIGI has benefited from rate cuts, since CIGI is in real estate. Peer CBRE announced strong results two weeks including double-digit revenue growth. There seems to be pent-up demand in the market. They use economic downturns not only to buy companies, but hire top talent.…

CIX vs. BAM Are very different asset managers. CI's balance sheet is not good. Prefers BAM, but shares have risen to a high valuation. Great managers and earnings stream (asset management fees).

Bought into the arbitrage. Upon closing will own NA, which is a really good bet for the long term.

Dividend 15 Split Corp. (DFN-T) or Dividend 15 Split Corp. II (DF-T)? Both are Split shares. The preferred share is the low risk preferred share dividend. He wouldn’t buy both, because you are looking for either growth or income. He would use one or the other and build that in your portfolio.

Royalty models do better in bear markets. Costs are nil, so it's a stable business. Well run. Mr. Lube over time has taken market share. Stock's pretty illiquid, make sure it's covering the dividend. Hold or buy. Yield around 8%.

How could you not like this chart? It's not gone parabolic. Doing a nice little roundover, may pull back a tiny bit more due to market volatility. See where it is compared to the 200-day MA; if it's 15% or more then worry, and if it's under that don't.

It is a basket of common stocks including big U.S. companies. He is not sure about it but it is doing well for the caller. Income is the focus.

Tariffs shouldn't have any impact at all on this domestic lender. Raises $$ in the GIC market and lends it out. Very high quality. He has other first choices, but if he was going to own another, this would probably be it. Very steady performer, well run, but ROC at 15% is a bit lower…

Sits in client TFSAs, where you want Canadian names to get full value of the dividend. Whereas with US or international names, there's withholding tax.Bottom line here has been pricing power due to all the global warming, which he doesn't see ebbing anytime soon. Combined ratio has declined from 100% to ~93%, a good thing.…

Both companies have done quite well and both are cheap with secure dividends. It has been a good year for the sector but they may not get the same returns going forward.

(A Top Pick Nov 13/20, Up 33%) Has started buying back shares and paying dividends. Financials should do well as the yield curve steepens. Valuation is not as compelling as before. Middle of the pack. Has moved to US banks and non-financial banks in Canada.

Would recommend buying. Best management in Canadian financial services. Excellent company that is good for long term investors. 

(A Top Pick Sep 10/24, Up 32.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with IGM is progressing well.  To remain disciplined, we recommend trailing up the stop (from $39) to $43 at this time.

This is a seasonal period when Lifecos in general tend to do well. This is a special vehicle where they buy a lifeco, split it up and give the capital appreciation to one half, and the dividend to the other half. Dividend yield of 19% is extremely high, and he is having trouble with that.…

Great business, especially with current interest rates. Would be top insurance pick in Canada. Excellent business with strong management team. 

Lending in real estate finance. Very interest-rate sensitive. If you think interest rates are going to rise, as in 2022, then it will underperform significantly. Will do better if rates fall. Thinks the BOC has a bit more to go on that, so there could be a bit more upside.But the stock's already rallied back…

Doesn't own, but has no problems with this name in a portfolio.

One of the most attractive REITs on the TSX right now. Coming out of poor fundamental operations where capital allocation was mismanaged. New CEO cut dividend, sold properties. Prepared either way if interest rates fall or rise. Payout ratio will fall closer to 80%. Stock may have fallen recently because that new CEO is retiring…

Both companies have done quite well and both are cheap with secure dividends. It has been a good year for the sector but they may not get the same returns going forward.

In his momentum mandate. Best planes out there in medium- and long-range heavy aircraft. Sells to the rich, who keep getting richer, so there's an appetite for their planes. Sold off, probably due to fears of tariff vulnerability. Lots of manufacturing in Canada, though most customers are in US.Order backlog is good. Supply chains problems…

Why the selloff? Probably pulled back because of the 10-year treasury rising. Just increased dividend, that should continue. Coming out of a long turnaround. Core holding in his income fund. At $14, he'd probably trim; at $17-18, would probably exit. Yield is 6.4%.

Sawmills and other building material sites in Canada and US. Building out larger US presence through acquisition. Earnings were fine, but stock dropped. Revenue far below expectations, but cashflow in line. Great job managing inventory and cash to pay dividend. Homebuilding should remain strong. He's looking to top up his position.

Beat on aviation in Q3, raised 2025 guidance on the back of their latest acquisition of Spartan. Lumpy, not as steady a compounder as BIP.UN. Always kind of cheap, now 13x PE for 2026 and growing 17%. Nice dividend, which will probably be boosted; payout ratio is fine. Not for everyone. Small cap that gets forgotten,…

Pretty small, not profitable. Only a 23M market cap. Radar based technology for the mining industry. Recently certified by the aviation industry. It must prove that it can be cash flow positive.

Small-cap energy services. Consistent operating results. Technology reduces labour requirements and improves worker safety. Unique recurring revenue component, which may start showing up Q1 or Q2. Small position. If you own, hold; if not, fine to buy here.

It is up 20% from July. The price today is pricing in expected improvements for three years from now. Interest rates in the U.S. are still high so lumber prices may not improve that much. If investing in the lumber industry he would look at Interfor.

Some people own it for M&A takeover potential. He doesn't like to do that. It's a market where interest in small caps remains very low. Not hitting enough radar screens currently. Pursuing growth, so more modest cashflow. 

Great-looking chart. Had a long base of 2-3 years, which was ripe for swing trading. But now it's broken out, and that's good news. Parabolic move in a very short time, from $7.50 to $12.50, and it will take a break. When it does, that would be another great entry point as it might pull…

(A Top Pick Aug 31/23, Up 42%) Excellent company with very strong assets. Skilled management team that is able to allocate capital well. Market starting to recognize value of company - expecting 20-30% upside. Dividend very safe. 

Will benefit along with others from LNG Canada. But it's dry gas, so not as much optionality. Lowest-cost producer around. Has no issues with the name, but depends what you're looking for. Other names she likes more.She owns ARX, which is more wet gas. You get the NGL plus the condensate. Long reserve life of…

Would favour ENB over PPL. Sector not subject to technological disruption or product obsolescence; stable, can grow dividends. He owns TRP.

Would favour ENB over PPL. Sector not subject to technological disruption or product obsolescence; stable, can grow dividends. He owns TRP.

Would favour ENB over PPL. Sector not subject to technological disruption or product obsolescence; stable, can grow dividends. He owns TRP.

Would favour ENB over PPL. Sector not subject to technological disruption or product obsolescence; stable, can grow dividends. He owns TRP.

Would favour ENB over PPL. Sector not subject to technological disruption or product obsolescence; stable, can grow dividends. He owns TRP.

Would favour ENB over PPL. Sector not subject to technological disruption or product obsolescence; stable, can grow dividends. He owns TRP.

Would favour ENB over PPL. Sector not subject to technological disruption or product obsolescence; stable, can grow dividends. He owns TRP.

Would favour ENB over PPL. Sector not subject to technological disruption or product obsolescence; stable, can grow dividends. He owns TRP.

Would favour ENB over PPL. Sector not subject to technological disruption or product obsolescence; stable, can grow dividends. He owns TRP.

Would favour ENB over PPL. Sector not subject to technological disruption or product obsolescence; stable, can grow dividends. He owns TRP.