Canadian companies equal Investment Opportunity !
"Many are undervalued. In some cases the pe ratio is absurdly low, others suffer from management issues; quality of assets is there, revenu
e is steady and rising, however earnings continue to disappoint. examples include Bausch Health/Valeant, Bombardier, Air Canada"
Bombardier in particular has been bombarded with criticism of the streamlining of operations. My response is - They're the company that saved Canadair. They have the best business jets in the world , revenue will go up 25% this year to almost $10b. where's the optimism ? sometimes less is more Seraphim Blentzas below is the list as of december 11, 2023
Lionsgate Entertainment - founded in Vancouver by Canadian businessman Frank Giustra.
Cameco - world's largest publicly traded uranium company
Bombardier Recreational Products BPD - large cap publicly traded company that is separate from bombardier inc. annual sales almost 4 billion dollars.
Emera - Utility company based in Halifax that controls power grids in parts of the Caribbean and north America.
Stantec - Since 2000, Stantec has bought more than 75 engineering, design and environmental firms, all of them in North America.
Air Canada - after completion of takeover of transat, will rank among top 10 airliners in the world by number of passengers. canjet appears to be the next target.
Restaurant Brands Inc - parent company of Burger King, Popeys, Tim Hortons.
Lululemon - Exercise clothing retailer.
Cadillac Fairview - shopping malls, properties
bausch health - major global pharmaceutical player in dozens of countries including canada, usa, egypt, brazil, norway. owns the rights to minocycline.
Keyera - refining and processing gas into final products, storage.
Canadian Tire Corporation - major automotive and sports retailer. subsidiaries include Norwegian clothing brand helly hansen
cGI group - global information technology leader. $30b market cap
Bombardier - The leading supplier of rail cars (pending deal with Asltrom). It is also the largest producer of business aircraft, third when all aircraft is considered - behind only Boeing and Airbus.
After buying Canadair, Bombardier developed a regional jet program (CRJ) that became an industry leader while also building sleek business jets in factories around Montreal.
In 1984, 8,000 people worked in Quebec aerospace jobs. That number more than tripled in the span of a decade as a cluster of companies emerged to supply parts for Bombardier's planes. Montreal now competes with Toulouse, France (where Airbus is based) and Seattle (where Boeing has its roots) as one the biggest aerospace hubs in the world. The industry employs nearly 50,000 people in Quebec.
CAE, Inc - key player with global reach. provides simulation and related technologies as well as training services to the civil aviation industry and defense forces. CAE offers civil aviation, military and helicopter training services at 40 locations worldwide where it trains more than 80,000 civil and military crewmembers annually.
Blackberry - was the smartphone market share leader in Indonesia, South Africa, Argentina, Middle East. Still popular with companies in the corporate market, India - Fortune 500 companies. 2021-working with Amazon to develop automotive infotainment tech - market cap doubles in 1 month.
TD Bank -Manages car insurance for Chrysler North America. October 2016 paid $4 billion for Scottrade America's largest online brokerage for stocks. 3 million accounts $1 trillion assets.
Couche-Tard - World's largest convenience store operator has stores in USA, Europe, Mexico, Japan, China, Vietnam, Indonesia. June 20, 2012 pays $2.8 billion to takeover the largest oil and gas retailer in Scandanavia Statoil Fuel & Retail. 623 corporate stores in Arizona alone !
Magna International - Builds vehicles, constructs auto parts for GM, Chrysler, Toyota, Ford. A sterling reputation and lack of allegiance to any one company make it a top choice for automakers looking to contract out work. considered buying opel, saab but bowed out of the bidding process so as to avoid any conflict of interest with its largest customers.
Barrick Gold - World's largest gold company and producer owns some of the largest gold mines in South America (Veladero, Lagunas Norte, Pueblo Viejo 1 million ounces per year), Australia (Super Pit), Africa and the United States (Goldstrike, Cortez).
Goldcorp - Owns 100% of Penasquito a Mexican mine with over 1 billion ounces of 2P silver reserves.
Ontario Teachers Pension Plan Board - Largest shareholder in a number of major foreign companies including 27% stake in Northumbrian Water Group, the main servicer of water utilities in England.
Power Corporation of Canada - Through two European holding companies, Parjointco’s (controlled by Power Corp boss Desmarais) biggest investment is a 56.5% share of Imerys, a Paris-based multinational that mines and processes minerals, which are then used in a vast range of products, including paper, paint and the familiar red roof tiles still used by builders across Europe. It also owns 21% of Lafarge, the No. 1 global cement producer, and minority stakes in French oil giant Total and venerable spirits and winemaker Pernod Ricard.
Insurance - Manulife Financial, Sun Life and Great-West Lifeco are three of the 30 biggest insurance companies in the world.
Hudson's Bay Company - HQ in Toronto. Subsidiaries include Saks Fifth Avenue, Galeria Kaufh of lGermany, Sportarena 40th m2 retail space in Germany, Greece, Europe.
Hoteliers
Fairmont Hotels and Resorts - headquarters remains in Toronto despite takeover by Accor.
FrancoNevada - World's 5th largest gold company
TransCanada Corp - operates pipeline routes around the world. market cap at $90 billion as of March 2022, just behind Enbridge at $100 billion.
Four Seasons Hotels - Another widely popular international brand founded by Torontonian Isadore Sharp.