Source Post

Top 5 Canadian Stocks (TSX 60)

Jun 15, 2026

The creator discusses an exercise to select the top five Canadian stocks from the TSX 60 index, focusing on dividend growth. They eliminate companies based on sector (natural resources, basic materials), lack of dividend growth, volatility, or personal portfolio preferences, while acknowledging some eliminated stocks are still solid choices.

Linked Mentions

Tickers discussed in this post

BAMNeutralLow ConvictionResearch Only

Brookfield Corporation is mentioned as part of the remaining contenders but without a specific thesis provided.

CNQNeutralMedium ConvictionSignal-backedSecondary

Canadian Natural Resources is a great business and money-making machine, offering a high yield, making it a strong contender close to the top five.

FFNeutralMedium ConvictionSignal-backedSecondary

Franco Nevada is the only gold-related company owned, liked for its debt-free model and royalties, making it a top 10 contender.

WCNNeutralMedium ConvictionSignal-backedSecondary

Waste Connections has great numbers and a stable business, making it a close contender for the top five, though potentially richly valued.

CCLNeutralMedium ConvictionSignal-backedSecondary

CCL Industries is a boring but growing company that increases its dividend, making it a contender for top 10 but likely not top five.

HNeutralMedium ConvictionSignal-backedSecondary

Hydro One is a strong contender for a long-term hold due to great numbers and stability, though not chosen for the top five.

EMANeutralLow ConvictionResearch Only

Emera is considered but ultimately excluded from the top five list.

BIPNeutralLow ConvictionResearch Only

Brookfield Infrastructure is considered but ultimately excluded from the top five list.

LNeutralMedium ConvictionSignal-backedSecondary

Loblaws is not in the creator's portfolio but is considered a potential top five stock due to its strong numbers.

WNeutralLow ConvictionResearch Only

Weston is mentioned as one of three grocery stores discussed, similar to Loblaws, but not a top pick.

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