Aimia Inc. (TSX: AIM) is a loyalty and travel consolidator focused on growing earnings through its existing investments and the targeted deployment of capital in loyalty solutions and other subsectors of the rapidly expanding loyalty and travel market.
AltaGas Ltd. (ALA) operates as a diversified energy infrastructure company in North America that has a focus on owning and operating assets that provide clean and affordable energy to their customers. The company operates through two business segments: Utilities and Midstream.
Artis REIT (AX) is a diversified Canadian real estate investment trust based in Winnipeg, Manitoba. Artis REIT's portfolio includes industrial, retail and office properties within Canada and the United States. Their main focus is to create value for their unitholders by maximizing total returns.
Birchcliff Energy Ltd. (BIR), is an intermediate oil and natural gas company. It explores, develops, and produces natural gas, crude oil, and natural gas liquids in Western Canada. The company holds interests in the Montney/Doig resource play, as well as other assets located in the Peace River Arch area of Alberta.
Brookfield Office Properties (BPO) owns, develops, and manages premier office properties in North America, Australia, and Europe. The portfolio consists of 136 properties totalling 93 million square feet that are owned either wholly, through property-level joint ventures, or through two, fully invested, core office funds that were established in 2005.
Capital Power (CPX) is an Independent Power Producer (IPP) with 6,400 MW of generation capacity. CPX is also diversified across geographies with 70% of its installed capacity in Canada and 30% in the US. CPX’s preferred shares provide two attractive investment opportunities.
Northland Power Inc. (NPI) develops, builds, owns, and operates clean and green power projects, primarily in Canada and Europe. NPI facilities produce electricity through clean and renewable resources such as wind, solar and efficient natural gases. Currently operating NPI facilities generate 2,681 MW (gross) and 2,266 MW (net) of electricity.
Pembina Pipeline Corporation (PPL) is a Canadian midstream energy company. PPL operates through three divisions: Pipelines, Facilities, and Marketing & New Ventures
PPL’s preferred shares represent an excellent income opportunity because markets are not correctly pricing the risk exposure to oil prices.
TC Energy Corporation (TRP) is an energy infrastructure company in North America. There are five segments: Canadian Natural Gas Pipelines, U.S. Natural Gas Pipelines, Mexico Natural Gas Pipelines, Liquids Pipelines, and Power and Storage. The company operates an expansive 93,400 km network of pipelines, which transports 25% of North America’s natural gas.
TransAlta Corporation (TA) is a non-regulated electricity generation company. TA has 7,939 (MW) of electricity production capacity across Canada, US, and Australia. TA’s largest market exposure is the province of Alberta where 57% of TA’s MW production is located. TA also owns the 60.6% majority of TransAlta Renewable (RNW), a publicly traded drop-down vehicle for TA.