Today, we have shortlisted 14 stocks across sectors whose year-to-date total return (i.e. capital gain yield + dividend yield) comprises of high capital gain yield (price appreciation) with decent dividend yield (investment income). Moreover these stocks are expected to report high return on equity (ROE) for fiscal year 2014. During past three months, majority of these stocks have registered price gains with daily average trading volumes in excess of 100,000.
|
Company Name |
Ticker |
Exchange |
Sector |
Market Cap |
Last Price |
Average Volume |
Price Change |
Total Return* |
Capital Gains Yield |
Dividend Yield |
ROE 2014(E) |
|
Chorus Aviation Inc |
CHR/B |
TSX |
Consumer Discretionary |
516.1 |
4.29 |
241,442 |
2.9% |
91.2% |
71.6% |
19.6% |
54.5% |
|
EnerCare Inc |
ECI |
TSX |
Consumer Discretionary |
799.9 |
13.66 |
265,852 |
11.3% |
51.6% |
42.3% |
9.3% |
10.7% |
|
Whitecap Resources Inc |
WCP |
TSX |
Energy |
3,874.3 |
15.77 |
1,788,212 |
-4.0% |
39.9% |
33.1% |
6.8% |
16.3% |
|
Enbridge Income Fund Holdings |
ENF |
TSX |
Utilities |
1,695.9 |
30.02 |
118,606 |
7.6% |
33.0% |
26.3% |
6.8% |
11.9% |
|
Nevsun Resources Ltd |
NSU |
TSX |
Basic Materials |
798.6 |
4.00 |
268,944 |
-0.7% |
27.8% |
21.6% |
6.2% |
16.0% |
|
Parkland Fuel Corp |
PKI |
TSX |
Energy |
1,601.6 |
21.35 |
210,138 |
4.3% |
21.8% |
15.5% |
6.2% |
13.2% |
|
Superior Plus Corp |
SPB |
TSX |
Utilities |
1,793.1 |
14.21 |
293,637 |
0.1% |
33.7% |
27.6% |
6.1% |
22.3% |
|
Jean Coutu Group PJC Inc/The |
PJC/A |
TSX |
Healthcare |
4,435.1 |
23.73 |
202,454 |
6.1% |
37.3% |
31.3% |
6.0% |
23.2% |
|
Russel Metals Inc |
RUS |
TSX |
Basic Materials |
2,129.9 |
34.68 |
163,065 |
-0.4% |
32.6% |
26.8% |
5.8% |
14.0% |
|
Carfinco Financial Group Inc |
CFN |
TSX |
Financial |
299.7 |
11.32 |
176,496 |
32.1% |
17.7% |
12.3% |
5.4% |
30.4% |
|
Gibson Energy Inc |
GEI |
TSX |
Energy |
4,221.2 |
34.05 |
334,101 |
0.5% |
44.3% |
39.0% |
5.4% |
14.6% |
|
Emera Inc |
EMA |
TSX |
Utilities |
4,987.7 |
35.10 |
217,994 |
3.2% |
21.3% |
16.1% |
5.3% |
12.6% |
|
Canadian Energy Services & Technology |
CEU |
TSX |
Energy |
1,921.6 |
9.00 |
530,515 |
-18.4% |
65.1% |
60.0% |
5.2% |
14.6% |
|
Contrans Group Inc |
CSS |
TSX |
Industrial |
512.9 |
15.00 |
231,560 |
4.1% |
30.5% |
25.4% |
5.1% |
15.5% |
Source: Bloomberg
Total Return = capital gain yield + dividend yield
Company Description
Chorus Aviation Inc (TSX: CHR/B)
Chorus Aviation, Inc. operates a regional airline. The company offers scheduled air passenger services on behalf of Air Canada to destinations in Canada and the United States.
EnerCare Inc (TSX: ECI)
EnerCare Inc. owns and rents water heaters to homeowners. The company, through its subsidiaries, also offers water metering contracts in condominiums and apartment suites. EnerCare provides its services throughout Canada.
Whitecap Resources Inc (TSX: WCP)
Whitecap Resources, Inc. explores for oil and natural gas. The company operates in western Canada.
Enbridge Income Fund Holdings Inc (TSX: ENF)
Enbridge Income Fund Holdings Inc. operates as a holding company. The company, through its Fund entity, invests in a diversified portfolio of energy infrastructure assets in Canada.
Nevsun Resources Ltd (TSX: NSU)
Nevsun Resources Ltd. is the operator of the Bisha Mine which began construction in 2008 and commercial production in 2011. The mine produced gold-silver dore until 2013 when the product switched to copper in concentrate and will expand to also produce Zinc concentrates.
Parkland Fuel Corp (TSX: PKI)
Parkland Fuel Corporation is an independent marketer and distributor of fuels and lubricants with branches across Canada. The company manages a nationwide network of sales for retail, commercial, wholesale, and home heating fuel customers.
Superior Plus Corp (TSX: SPB)
Superior Plus Corporation distributes propane, supplies chemicals and technology, and produces potassium products. The company also distributes wall and ceilings construction products, and provides fixed-price natural gas supply services.
Jean Coutu Group PJC Inc/The (TSX: PJC/A)
The Jean Coutu Group (PJC) Inc. distributes and retails pharmaceutical and parapharmaceutical products in North America. The company operates PJC clinics and drugstores, primarily in the New England states in the United States.
Russel Metals Inc (TSX: RUS)
Russel Metals Inc. distributes steel in North America. The company operates through service center distribution, energy sector distribution, and steel import/export. Russel also processes steel.
Carfinco Financial Group Inc (TSX: CFN)
Carfinco Financial Group Inc. provides specialty consumer financing for vehicle purchases. The company offers its financing program to customers through a network of select independent and franchise dealerships. The customers must meet credit criteria set by Carfinco, and the vehicles purchased must also meet the criteria set by the Company.
Gibson Energy Inc (TSX: GEI)
Gibson Energy Inc. is a North American midstream company. The company operates facilities and infrastructure – injection stations, terminals, pipelines, tank storage and a fleet of truck transportation units. Gibson Energy also provides retail propane service.
Emera Inc (TSX: EMA)
Emera Inc. provides diversified energy and services through its subsidiaries. The company supplies electric generation, transmission, and distribution in Nova Scotia, Canada. Emera also delivers bunker oil, diesel fuel, and light fuel. In addition, the company delivers Sable Island natural gas to markets in Maritime Canada and the northeastern United States.
Canadian Energy Services & Technology (TSX: CEU)
Canadian Energy Services & Technology Corporation, through subsidiaries, designs and delivers drilling fluid systems used to drill oil and natural gas wells.
Contrans Group Inc (TSX: CSS)
Contrans Group, Inc. provides transportation services throughout Canada and the United States. The company provides shippers with flatbed, van, dry tank, liquid tank and dump trailer equipment services, as well as third party logistic solutions.
