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)

Opinion about AD.UN-T: (A Top Pick Oct 04/24, Up 8%) Has long been a fan. Gives exposure to private equity and pays a decent yield. Has done well over the years. Trades just under book value. Still strongly recommends it.

Opinion about AGF.B-T: Over the decades, they made poor acquisitions and should have accepted buy-out offers. It's now a shadow of itself, though is well run and generates cash. The only way to maximize value is to sell it (or raise the dividend each year).

Opinion about AP.UN-T: Attracted by the dividend yield, over 10% when she looked at it a year ago. Likes the downtown locations of its unique assets. Not convinced the worst is over for office space. Back-to-the-office momentum doesn't really encompass Allied's tenants. Expectations for the last quarter are really high; more than likely they won't be…

Opinion about ARE-T: Lots going on in the construction and infrastructure space, and this name will benefit. Trades at significantly lower multiple to peers, but that multiple should slowly increase over time as they get rid of cost-overrun projects. It'll be just in time for large-scale infrastructure and nuclear (where Ontario's at the forefront globally)…

Opinion about AX.UN-T: Diversified across type and geography. Recent announcement would see it effectively sold at 44% discount to integral value. Distribution moving from monthly to quarterly, and much lower. Definitely avoid.

Opinion about BAM-T: Chart shows a bit of a basing pattern. Has gone sideways this year. Lets you stand on the shoulders of people who can see a bit further in this world and are good at picking up investments. Core holding, buy today. He also owns BN. See his Top Picks.

Opinion about CIGI-T: (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…

Opinion about CIX-T: (A Top Pick Sep 11/24, Up 86%) (Taken private 12 August 2025.)

Opinion about CWB-T: Bought into the arbitrage. Upon closing will own NA, which is a really good bet for the long term.

Opinion about DF-T: 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.

Opinion about DIV-T: 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%.

Opinion about EFN-T: They delivered another strong quarter: cash flow, steady earnings and managers buying back shares. Are moving into smaller fleets and a new platform involving AI to make fleet management more efficient. Is a steady compounder. Now is a good entry point. (Analysts’ price target is $41.80)

Opinion about EIT.UN-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.

Opinion about EQB-T: Is the bank most exposed to mortgages. Their most recent pullback is due to macroeconomics, the ability of mortgage holders to pay their mortgage holders to renew their loans at much higher rates. The valuation is too high for him.

Opinion about FFH-T: In the defensive part of Canadian financial services. Underwriting profitability consistently getting better, the core reason why stock's been doing better. Opportunity to term out its fixed income portfolio. Not a screaming bargain today, but makes sense as part of a diversified portfolio especially as we pivot away from banks and get…

Opinion about GWO-T: (A Top Pick Aug 14/24, Up 31%) Are totally different from MFC and SLF which have businesses in China and India. GWO instead has business in Europe where they can buy attractive companies. Is an income stock. Trades at only 11x PE, with strong growth. A core holding. Pays a dividend around…

Opinion about IAG-T: (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.

Opinion about IFC-T: P&C insurance tends to be more counter-cyclical. People tend to rush in when the rest of the market isn't flying. Now a very reasonable valuation. Hang-up for him is the growth outlook. Largest market share in Canada, so has to go to international markets (which are less certain). Very well run.If you…

Opinion about IGM-T: (A Top Pick Mar 06/25, Up 32.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with IGM has achieved its target at $51.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $40) to $47.  

Opinion about LFE-T: 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…

Opinion about MFC-T: Took profits not too long ago. Range-bound over last 12+ months. In the right spot, and aging demographics will help its asset management. Likes it longer term. Nice dividend yield of ~3.9%, expected to grow over time. He still owns SLF.

Opinion about MKP-T: 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…

Opinion about NA-T: Good performer. Nothing bad to say. He owns other names as longstanding positions.

Opinion about NWH.UN-T: (A Top Pick Aug 27/25, Up 3%) (Note the short timeframe.)  A lower-beta, higher-dividend choice for the summer when risks were higher than usual.Note that he'll probably be out of this soon, see if it swings up over the next few weeks and then exit.

Opinion about POW-T: One of Canada's great success stories. But on risk/return, analysts think it's worth less a year from now than what it's trading at today. Fundamental analysts aren't always right, but if they are then it's overvalued. Markets are going up and everything's at an all-time high, so it's hard to find assets…

Opinion about BBD.B-T: Pleased with performance. Continues to like. Runup this month due to contract to deliver 50 aircraft. Pure play on private aviation. A generation or half a generation ahead of competitors in medium- and long-range aircraft. It's the best on a range of metrics, and its money-is-no-object customers don't comparison shop. After-market parts…

Opinion about CHE.UN-T: Fantastic little company, well run, in a good space. YOY return of ~20%, and 3 years of 82%, is pretty decent for a little Canadian stock. Technically, quite good. Hasn't clipped profits yet. Could come back to trendline. Buys more every chance he gets. Small cap, so make sure it's the right…

Opinion about DBM-T: Supplier to HD. Has gone down on recessionary fears. One of the big holdings in his income fund. Canada and US need to build more houses. Well run. Not a risky business. Big fat dividend yield of almost 9%.

Opinion about EIF-T: Quite the compounder, albeit a sleepy one. Diversified businesses, and they don't all work in sync. Management has a private-equity mindset -- buy undervalued companies, deploy free cashflow within the business or make acquisitions. Firing on all cylinders. Bright outlook.

Opinion about IMP-T: At the top of his watch list. A new CEO revamped sales and product strategy. On its way to high recurring revenues. A small company though.

Opinion about MCB-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research MCB provides services and equipment to the energy sector, such as drilling equipment and replacement parts. It also makes heavy-duty trailers. It is small at a $116M market cap, and cheap at 11.5X forward earnings. It has a decent dividend yield of…

Opinion about WFG-T: (A Top Pick Oct 17/24, Down 23%) (All the past picks today were from October, when he thought we were late cycle. His view is that we've started a new cycle, so tech and consumer discretionary risk-on names should do better.)Usually a really nice trade if you buy at Halloween, sell at…

Opinion about CR-T: 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. 

Opinion about EFX-T: (A Top Pick Oct 11/24, Down 10%) It helps companies in terms of employment type verification. It is still a good company and lower interest rates should help it.

Opinion about KEY-T: Bought at $25. Sees it going further. Likes it. Pays attention to its balance sheet and grows its cashflows. Some are concerned about % of revenues from marketing business. But with the Plains acquisition, marketing exposure is hedged. Very solid management, good growth opportunities. Hold, with no problem buying here.

Opinion about PEY-T: Yield is 7%, really attractive. But does mostly dry gas, and gas prices have come off quite a bit. Voluntarily shuttering production and waiting for nat gas prices to go higher. Nothing wrong with the company or management, but see her Top Picks.

Opinion about PPL-T: Complementary to ARX -- it's more of a producer with some infrastructure, whereas PPL is almost 100% infrastructure. Temporarily ran up on news about working with META. Now KKR is selling its minority stake in a JV with PPL, but concern is that PPL is the one who's going to buy it…

Opinion about PPL-T: Complementary to ARX -- it's more of a producer with some infrastructure, whereas PPL is almost 100% infrastructure. Temporarily ran up on news about working with META. Now KKR is selling its minority stake in a JV with PPL, but concern is that PPL is the one who's going to buy it…

Opinion about PPL-T: Complementary to ARX -- it's more of a producer with some infrastructure, whereas PPL is almost 100% infrastructure. Temporarily ran up on news about working with META. Now KKR is selling its minority stake in a JV with PPL, but concern is that PPL is the one who's going to buy it…

Opinion about PPL-T: Complementary to ARX -- it's more of a producer with some infrastructure, whereas PPL is almost 100% infrastructure. Temporarily ran up on news about working with META. Now KKR is selling its minority stake in a JV with PPL, but concern is that PPL is the one who's going to buy it…

Opinion about PPL-T: Complementary to ARX -- it's more of a producer with some infrastructure, whereas PPL is almost 100% infrastructure. Temporarily ran up on news about working with META. Now KKR is selling its minority stake in a JV with PPL, but concern is that PPL is the one who's going to buy it…

Opinion about PPL-T: Complementary to ARX -- it's more of a producer with some infrastructure, whereas PPL is almost 100% infrastructure. Temporarily ran up on news about working with META. Now KKR is selling its minority stake in a JV with PPL, but concern is that PPL is the one who's going to buy it…

Opinion about PPL-T: Complementary to ARX -- it's more of a producer with some infrastructure, whereas PPL is almost 100% infrastructure. Temporarily ran up on news about working with META. Now KKR is selling its minority stake in a JV with PPL, but concern is that PPL is the one who's going to buy it…

Opinion about PPL-T: Complementary to ARX -- it's more of a producer with some infrastructure, whereas PPL is almost 100% infrastructure. Temporarily ran up on news about working with META. Now KKR is selling its minority stake in a JV with PPL, but concern is that PPL is the one who's going to buy it…

Opinion about PPL-T: Complementary to ARX -- it's more of a producer with some infrastructure, whereas PPL is almost 100% infrastructure. Temporarily ran up on news about working with META. Now KKR is selling its minority stake in a JV with PPL, but concern is that PPL is the one who's going to buy it…

Opinion about PPL-T: Complementary to ARX -- it's more of a producer with some infrastructure, whereas PPL is almost 100% infrastructure. Temporarily ran up on news about working with META. Now KKR is selling its minority stake in a JV with PPL, but concern is that PPL is the one who's going to buy it…