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For those who suppose the TSX can keep resilient, don’t simply chase no matter bounced final. Search for firms with regular demand, room to develop, and enterprise fashions that may hold working even when the economic system turns a bit of uneven. That’s why a mixture of insurance coverage, healthcare know-how, and vitality providers could make a whole lot of sense proper now.

TSU

Trisura Group (TSX:TSU) is a specialty insurer, specializing in areas like surety, guarantee, company insurance coverage, and fronting quite than attempting to be the whole lot to everybody. That form of area of interest strategy has helped it continue to grow whereas staying disciplined. In its 2025 outcomes, internet insurance coverage income rose 11.8% to $766.1 million, whereas internet revenue climbed to $142.2 million from $118.9 million. Ebook worth per share rose 24.7% to $19.68, which is the form of quantity long-term traders prefer to see.

The final 12 months additionally introduced extra momentum in its main traces, particularly surety, together with stronger funding revenue and continued U.S. scaling. Shares not too long ago held a market cap of roughly $2.3 billion. The inventory trades at about 16 occasions trailing earnings, which nonetheless appears truthful for a corporation producing double-digit ebook worth progress and mid-teens returns on fairness. It matches a resilient TSX outlook as a result of insurance coverage demand doesn’t disappear when markets get noisy. The primary threat is that underwriting can flip rapidly if claims traits worsen.

WELL

WELL Well being (TSX:WELL) blends clinics, digital instruments, billing, digital care, and healthcare software program into one platform. That offers it publicity to each recurring healthcare demand and the continuing push to make care extra environment friendly. In 2025, WELL inventory posted report income of $1.40 billion, up 52% 12 months over 12 months, whereas adjusted earnings earlier than curiosity, taxes, depreciation, and amortization (EBITDA) jumped to $203.7 million from $46.7 million. Even stripping out some transferring items, normalized income nonetheless got here in round $1.35 billion.

Latest information has stored the story transferring. During the last 12 months, WELL inventory deepened its HEALWELL relationship, rebranded its cybersecurity arm as CYBERWELL, and stored increasing its software program and billing footprint. It not too long ago held a market cap near $1 billion, with the ahead price-to-earnings (P/E) ratio has been round 13.5 occasions, which isn’t demanding for a healthcare tech title rising this rapidly. It matches right here as a result of healthcare tends to remain wanted in nearly any market. The danger is execution. WELL inventory has a whole lot of transferring components, and regulators have already checked out components of its deal exercise.

CES

CES Power Options (TSX:CEU) provides drilling fluids, chemical substances, and manufacturing options to grease and fuel clients throughout North America. Which means it advantages from wholesome vitality exercise, however it additionally has a enterprise mannequin tied to consumable merchandise and lengthy buyer relationships quite than simply one-off big-ticket bets. In 2025, CES delivered report adjusted EBITDA of $404.6 million and internet revenue of $204.7 million, up 7% from 2024.

The corporate additionally stored rewarding shareholders. It returned $174.9 million in 2025 by way of buybacks and dividends, and in March 2026, it raised its quarterly dividend to $0.055 per share from $0.0425. Shares not too long ago held a market cap close to $3.8 billion and a trailing P/E of round 19.6. That’s not filth low cost, however it nonetheless appears cheap for a corporation placing up report income and powerful free money move. It matches a resilient TSX as a result of Canada’s market nonetheless leans closely on vitality, and CES provides traders publicity with out proudly owning a producer straight. The danger is apparent: if drilling exercise slows, sentiment can cool quick.

Backside line

If the TSX stays resilient, traders might want shares that may hold executing as a substitute of simply surviving. Trisura affords regular specialty insurance coverage progress, WELL inventory brings healthcare demand plus tech upside, and CES provides energy-linked power with strong money technology. These work in very completely different corners of the market, which is a part of the attraction. When resilience issues, a bit of selection can go a great distance.