Purchase-the-dip shares want greater than a catchy story. Proper now, the perfect ones are usually corporations with robust steadiness sheets, actual earnings energy, and a enterprise that may continue to grow even when markets keep jumpy. I’d additionally need a clear cause to personal the inventory past the following quarter, whether or not that’s long-term demand, recurring income, or publicity to a development that also has years to run. That’s what makes a dip really feel like a possibility as an alternative of a entice.
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BN
Brookfield (TSX:BN) is a worldwide funding large with operations throughout asset administration, wealth options, renewables, infrastructure, actual property, and personal fairness. That attain offers it lots of methods to earn a living, which is helpful when one a part of the market goes chilly. Over the past 12 months, Brookfield additionally leaned tougher into synthetic intelligence (AI) infrastructure, together with a $20 billion three way partnership with Qatar’s Qai and a broader push into knowledge centres, energy, and cloud-related property.
The earnings nonetheless again the story. Brookfield reported file distributable earnings earlier than realizations of $5.4 billion in 2025, or $2.27 per share, whereas whole distributable earnings reached $6 billion, or $2.54 per share. It additionally raised its quarterly dividend by 17%. Now, with a trailing price-to-earnings (P/E) close to 101, it seems to be wealthy, in order that’s the catch, however Brookfield has by no means actually been a plain-vanilla worth play. It’s extra of a long-term compounder, and any actual dip would get my consideration quick.
GIB
CGI (TSX:GIB.A) is among the world’s greatest IT and enterprise consulting corporations, with regular publicity to digital transformation, outsourcing, authorities contracts, and now synthetic intelligence (AI). Over the past 12 months, CGI inventory has stored increasing its capabilities, together with finishing the acquisition of U.Ok.-based BJSS and signing a strategic collaboration settlement with Amazon Net Providers to speed up AI adoption within the U.S. public sector.
The numbers look very strong. In fiscal 2025, CGI inventory reported income of $15.91 billion, up 8.4%, whereas adjusted diluted earnings per share (EPS) climbed 8.9% to $8.30. Bookings reached $17.57 billion, good for a book-to-bill ratio of 110.4%, and backlog ended the 12 months at $31.45 billion, or about two instances annual income. At writing, it has a P/E of 14.09. That valuation seems to be fairly cheap for a enterprise with this a lot scale and recurring shopper demand. CGI inventory could not soar in a single day, however on a dip, it seems to be very straightforward to love.
IVN
Ivanhoe Mines (TSX:IVN) is the wild card of the group, however it nonetheless belongs right here. It offers traders publicity to copper, zinc, and different metals tied to electrification, and it owns some world-class property in Africa. Over the past 12 months, the story stayed energetic. Kamoa-Kakula met 2025 manufacturing steerage, the copper smelter ramped up, and the corporate stored advancing Kipushi and Platreef. Extra not too long ago, Ivanhoe has additionally began speaking up a powerful new sulphuric acid market tied to its smelter economics, which provides one other fascinating layer.
Its monetary outcomes present each the upside and the chance. Ivanhoe reported 2025 revenue of $228 million and adjusted earnings earlier than curiosity, taxes, depreciation, and amortization (EBITDA) of $578 million, whereas Kamoa-Kakula generated $3.28 billion in income and $1.45 billion in EBITDA. That’s critical working energy, however there’s volatility right here, too. Manufacturing steerage for 2026 was later minimize after mine-planning adjustments tied to the 2025 seismic occasion, so execution threat is actual. That’s precisely why it’s a dip-buy candidate reasonably than a set-it-and-forget-it security inventory. When copper demand stays robust and a miner like this stumbles for short-term causes, I listen.
Backside line
If I had been on the lookout for TSX shares to snap up on weak spot proper now, I’d need a mixture of high quality and upside. Brookfield brings long-term scale and a number of progress levers. CGI inventory brings steadier earnings and a good valuation. Ivanhoe brings extra threat, but additionally rather more torque if copper demand and execution line up. Totally different companies, totally different personalities, however all three appear like names value watching intently when the market palms out a reduction.
