\nCanadian Stocks<\/strong>
\nMethanex Corp (MX-T)<\/a>
\nA methanol producer and distributor. Energy commodity prices have come down and general global economic growth is stalling. The dividend is considered safe by analysts and the stock has become cheaper. They are a global leader with operations across the globe. They pay a dividend of 3.3%<\/p>\n
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\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about MX-T: 8\/10 on value. EPS down 32% YOY, revenue forecast to be down 5%. Moderate buy on the street, with significant upside target of 38%. Well below 50-day MA and below 200-day MA. Wait for a solid turnaround to see conviction that it's trending upward. Decent dividend yield.Reports July 30, hinting at potential…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
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\t\tstockchase.com\t<\/div>\n<\/div>\n⚡ Energy Canadian Natural Rsrcs (CNQ-T)<\/a> Opinion about CNQ-T: He's more bullish on nat gas than oil. Doesn't own any straight oil right now, and it's hard for him to like those stocks. Chart might be basing right now -- finding support, but recently rounding over again. Can't say he'd buy this chart, as it's more down-trendy-looking.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Suncor Energy Inc (SU-T)<\/a> Opinion about SU-T: Has done relatively well over the last few years, especially considering the price of oil. Does bump up and down with the oil price. Generally understood that low reserve life will be addressed via acquisition. Safe and secure exposure in the space.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Enbridge (ENB-T)<\/a> Opinion about ENB-T: He's been cautious on the pipes. The pipeline ETF in the US is hitting RSI new lows for the year, as are a lot of the pipes in Canada (including the best-performing one, ENB). Price chart looks fine, relative strength is weak. Fine for the yield.People looking at long-life, more-utility-type assets are…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 🏛 Financials Canadian Imperial Bank of Commerce (CM-T)<\/a> Opinion about CM-T: You could add to this one here.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Bank of Nova Scotia (BNS-T)<\/a> Opinion about BNS-T: Outlook in Canada is a bit rosier than it was 6 or 12 months ago. He'd continue to hold the banks.It's performing well because everything else is performing well. Should do fine as it goes through an operational turnaround, and this could lead to more upside. Instead he holds RY for almost…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 🛍 Consumer Magna Int’l. (A) (MG-T)<\/a> Opinion about MG-T: Very hesitant. Recent recovery has been sharp and quick, almost as though it's factoring in abolition of tariffs completely. We need more clarity on tariffs. Auto industry is highly cyclical and depends on health of the economy, and we're seeing signs of weakening.If you own it, don't need the cash, and have…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t US Stocks<\/strong><\/p>\n Colgate Palmolive (CL-N)<\/a> Opinion about CL-N: Buy it now at 52-week lows and ride the 2.5% dividend.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Genuine Parts Company (GPC-N)<\/a> Opinion about GPC-N: Down 9.5% in May. The street expected more earnings growth. He sees 10% annual growth in the next 2 years. Cars are on the raod longer, so good luck getting a new car. Trades at a low 13x forward PE. Happy to own this.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Hormel Foods Corp (HRL-N)<\/a> Opinion about HRL-N: Had a recent weak quarter, but could benefit from the weight-loss drugs need users to consume more protein<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Coca-Cola Company (KO-N)<\/a> Opinion about KO-N: (A Top Pick Nov 05\/25, Up 4%) Is the gold standard of beverages with a reach into 200 countries. Revenue grew 5% last quarter and volumes are improving again. They have pricing power. Margins are resilient. EPS should grow 7-9% in 2025. Trades at 22x forward PE is stable, paying a 3%…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Lowes Companies Inc. (LOW-N)<\/a> Opinion about LOW-N: He wouldn't buy at this point, consumer is still very weak. He'd wait till consumer and housing are stronger. He prefers LOW to HD because of its cheaper valuation and execution of the (borrowed) HD playbook.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Procter & Gamble (PG-N)<\/a> Opinion about PG-N: Have suffered from a strong dollar when they return their overseas profits back home, but going forward will benefit from a weaker USD.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 🚚 Industrials Exco Technologies (XTC-T)<\/a> Opinion about XTC-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research For its fourth fiscal quarter, XTC matched EPS estimates of 20c. Revenue missed estimates of $160M coming in at $155.4M, declining 3% year-over-year. The company's outlook for next year calls for $750M in\u00a0 revenue, $120M in EBITDA, and EPS of approximately $1.50.…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Toromont Industries (TIH-T)<\/a> Opinion about TIH-T: Is a lot of excitement baked into this stock and its peers, given the big building projects that will happen. The PE is too high, so would wait for a pullback. The big projects won't happen until later that some expect, he thinks.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t US Stocks<\/strong><\/p>\n Emerson Electric (EMR-N)<\/a> Opinion about EMR-N: He sold after EMR launched a hostile takeover, but he missed out. His mistake.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 3M Co. (MMM-N)<\/a> Opinion about MMM-N: They report soon and he expects a good report, but nobody will care. Big internationals are frowned upon, unless you hold through the cycle.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Parker Hannifin Corp (PH-N)<\/a> Opinion about PH-N: (A Top Pick Dec 29\/23, Up 38%) He sold it in the summer. He likes the aero-space part and is interested in other companies in this field.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 👨⚕️ Healthcare Johnson & Johnson (JNJ-N)<\/a> Opinion about JNJ-N: Great year, so valuation has expanded. Shedding lower-growth businesses, focusing on medical devices and pharma. Those 2 areas are higher-margin businesses, so success would mean multiple could continue to expand. Legal overhang diminished.If you already own it, you can hold it for dividend growth and potential upside. If you don't own, buy…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 💡 Utilities<\/strong>
\nCanadian Stocks<\/strong><\/p>\n
\nA Canadian oil and gas exploration and production company. They are generating a lot of free cash flow and is managed well. They do not have a debt problem. CNQ also has an impressive history of 17 years of dividend growth. The dividend is at 4.19%<\/p>\n![\"Canadian](\"https:\/\/data.wealthica.com\/api\/securities\/CNQ-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nAn integrated energy company based in Canada. Suncor is considered a good way to dip your toe in the energy sector since they are so big and should do alright. They pay a dividend yield of 4%<\/p>\n![\"Suncor](\"https:\/\/data.wealthica.com\/api\/securities\/SU-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nAn energy transportation company that is looking to complete Line 3 by 2020. This is considered a good income play but not a share appreciation name. The dividend is safe at 6.5%<\/p>\n![\"Enbridge](\"https:\/\/data.wealthica.com\/api\/securities\/ENB-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nCanadian Stocks<\/strong><\/p>\n
\nOne of the Big Five banks in Canada. Some analysts consider this bank to be particularly under valued. They pay a dividend of 5.4%<\/p>\n![\"Canadian](\"https:\/\/data.wealthica.com\/api\/securities\/CM-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThe third largest bank in Canada. They are one of the most global Canadian banks with operations particularly in Latin America. They have been the lagger of the Canadian banks and offer good value right now. The dividend yield is 5%.<\/p>\n![\"Bank](\"https:\/\/data.wealthica.com\/api\/securities\/BNS-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nCanadian Stocks<\/strong><\/p>\n
\nA global automotive supplier. They were hit hard due to reduced guidance, slow-down in Europe. They also made an acquisition that many think they paid too much for. They are investing in autonomous technology and may be planning to buy back shares.<\/p>\n![\"Magna](\"https:\/\/data.wealthica.com\/api\/securities\/MG-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nAn American consumer products company. Analysts are pessimistic about this as they were negatively impacted by rising interest rates. Before, it was considered a bond proxy. However, in the long term it is considered a safe investment. The yield is 2.47%<\/p>\n![\"Colgate](\"https:\/\/data.wealthica.com\/api\/securities\/CL-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA service organization for automotive parts and other replacement materials. They are the biggest auto parts manufacturer in North America. In slower economic times, people tend to repair cars more. They have a good history of increasing dividends annually. A dividend yield of 2.96%.<\/p>\n![\"Genuine](\"https:\/\/data.wealthica.com\/api\/securities\/GPC-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA well managed food company. They have been struggling with growing earnings and protein prices due to livestock epidemics. They raise dividends annually and it is currently at 2%.<\/p>\n![\"Hormel](\"https:\/\/data.wealthica.com\/api\/securities\/HRL-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThe famous beverage company that everyone knows. They are diversifying away from their main activity to include energy drinks and coffee. There is still a lot of room to grow. They pay a dividend of 3.44%.<\/p>\n![\"Coca-Cola](\"https:\/\/data.wealthica.com\/api\/securities\/KO-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA home improvement store. The company has profited from the DIY movement. They recently brought in new management as the company has underperformed. They pay a dividend of 1.99%.<\/p>\n![\"Lowes](\"https:\/\/data.wealthica.com\/api\/securities\/LOW-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA multinational consumer goods company that was trading at a discount until a bump up recently. It is in a slow growth space and growth is expected to be around 10%. They pay a dividend of 2.7%.<\/p>\n![\"Procter](\"https:\/\/data.wealthica.com\/api\/securities\/PG-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nCanadian Stocks<\/strong><\/p>\n
\nA Canadian multinational developer and manufacturer for automobiles and equipment. They have a good history of buying back shares and increasing dividends. A well run company with good capital allocations. They pay a dividend of 4.48%.<\/p>\n![\"Exco](\"https:\/\/data.wealthica.com\/api\/securities\/XTC-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThey surprised investors with a dividend increase of 21% in the last quarter. One of the biggest Caterpillar distributors in the world with focus in Ontario. They do well in tandem with construction and mining. They pay a dividend yield of 1.8%.<\/p>\n![\"Toromont](\"https:\/\/data.wealthica.com\/api\/securities\/TIH-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nAn industry company that has pulled back due to concerns over the trade war and their exposure to oil. It is well managed. The dividend payout is 3.1%<\/p>\n![\"Emerson](\"https:\/\/data.wealthica.com\/api\/securities\/EMR-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nAn industrial company across many sectors including consumer, industrials and materials. They bought back stocks last year but added debt. They have significant international operations who\u2019s profitability is hurt by a strengthening US dollar. Their dividend yield is 3.4%<\/p>\n![\"3M](\"https:\/\/data.wealthica.com\/api\/securities\/MMM-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA specialist in motion and control technology. A good long term play as they have a good history of generating ROI for a long time. They are a key part of the industrial economy in a relative oligopolistic environment. They pay a 2.1% dividend.<\/p>\n![\"Parker](\"https:\/\/data.wealthica.com\/api\/securities\/PH-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nUS Stocks<\/strong><\/p>\n
\nA multinational medical, pharmaceutical and consumer goods company. They are currently facing a lawsuit over talcum powder. They have good demographic support and analysts expect dividends to continue to grow. They pay a dividend of 2.72%.<\/p>\n![\"Johnson](\"https:\/\/data.wealthica.com\/api\/securities\/JNJ-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nCanada Stocks<\/strong><\/p>\n
![\"Altagas](\"https:\/\/data.wealthica.com\/api\/securities\/ALA-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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