Dimension and monetary energy matter within the inventory market. Corporations with market caps of $10 billion or extra are sometimes core holdings in an funding portfolio. Nonetheless, if the scale is three or 5 instances bigger, the large-cap inventory wields an much more important market affect.
Thankfully for traders, share costs aren’t immediately decided by market capitalization. For instance, Barrick Mining (TSX:ABX) and BCE (TSX:BCE) are each established trade leaders, but their shares commerce affordably under $50 apiece. You’ll be able to personal this secure pair and maintain it for the long run.
Peerless funding case
Mining shares have dominated the TSX this yr. The fundamental supplies sector, the place they belong, has a commanding 68.78% year-to-date acquire. Due to financial uncertainty, traders flock to safe-haven belongings, significantly gold shares.
Barrick Mining outperforms the top-performing sector. As of this writing, the share value is $44.09, representing a 100% market-beating return so far in 2025. Buyers additionally partake within the 1.88% dividend.
The $80.8 billion gold and copper mining firm has in depth mining operations and initiatives globally. Its worldwide exploration packages are designed for the long run and anticipated to ship a gradual stream of recent enterprise alternatives. Furthermore, the main target is on high-margin, long-life belongings. The copper portfolio is rising.
Barrick is a companion to the host nations or communities, committing to remodeling their pure sources into tangible advantages and mutual prosperity. The highest-tier miner operates in 18 nations and on 5 continents. 4 key progress initiatives are underneath development.
Within the first half of 2025, income elevated 15% yr over yr to $6.8 billion, whereas web earnings climbed 93% to $1.3 billion from a yr in the past. Notably, free money circulate (FCF) jumped 107% to $770 million in comparison with the identical interval in 2024. Within the second quarter (Q2) of 2025, web earnings ballooned 119% to $811 million versus Q2 2024.
The first drivers within the second quarter have been greater realized gold costs, elevated gold gross sales volumes, and decrease copper prices. Its President and CEO, Mark Bristow, stated, “Q2 was one other quarter the place Barrick delivered on all fronts. We’re rising manufacturing, reducing prices, and advancing the trade’s most enjoyable pipeline of gold and copper initiatives.
Bristow stated Barrick Mining is constructed for sustainable worth creation and affords a peerless funding case within the gold and copper house.
New strategic plan
The Communications Companies sector has recovered from final yr’s droop, advancing 15.26% from year-end 2024. BCE, probably the most dominant participant, almost misplaced favour with traders following a dividend minimize in Might 2025. Its CEO, Mirko Bibic, justified the transfer, citing intense value competitors and macroeconomic and geopolitical instability.
Nonetheless, at $33.64 per share (+6.79% yr to this point), the 5.21% dividend yield remains to be hefty. The $30.4 billion telco introduced a three-year strategic plan that goals to drive sustainable FCF and long-term shareholder worth. BCE’s dividend technique anticipates roughly $5 billion in dividend funds throughout the interval.
Between 2025 and 2028, BCE forecasts income progress at a compound annual progress fee of two% to 4% and FCF of $3.9 billion.
Stability
Giant-cap shares Barrick Mining and BCE supply earnings stability for long-term traders. Anticipate the businesses to keep up their management positions for years to return.
