This week’s Growth and Income video highlights a shipping container company, Triton International (TRTN - Free Report) , and KLA Tencor (KLAC - Free Report) a process control and yield management solutions company. Both of these firms have seen solid growth over the past few quarters and pay solid dividend yield.

1 (Buy) offers acquisition, leasing, re-leasing, and sale of intermodal containers. The company's leasing equipment consists of Dry Freight Containers, Refrigerated Containers, Special Containers, Tank Containers and Chassis. Triton International Limited, formerly known as TAL International Group, Inc., is based in Hamilton, Bermuda. On November 8th, TRTN announced earnings where they easily beat both the Zacks consensus earnings and revenue estimates. 36.3 million in the year ago quarter. According to management, “low inventory of available containers will keep market conditions firm.

192.9 million through September. Currently, TRTN controls 30% of production of dry containers, and almost 60% of production for lessors. Further, almost half of new leases have increased their leasing periods from 5 to 7 years. Also during this current up cycle the company has seen higher renewal rates. These longer term leases are expected to increase returns for a much more extended period of time than in previous leasing cycles.

As you can see in the Price and Earnings Consensus graph below, both the consensus annual earnings estimates and stock price have been on an upward trend since the beginning of the year. 1 (Strong Buy), was formed through the merger of KLA Instruments (KLA) and Tencor Instruments (Tencor), two long-time leaders in the semiconductor equipment and yield management software system industry. Prior to the merger, both businesses served a segment of the inspection and metrology area; with KLA focused on defect inspection solutions and Tencor placing its emphasis on metrology solutions.

1.3 billion, KLA-Tencor became the most important process control player in the industry, bringing to market a complete line of yield management products and services from a single company. On October 27th, KLAC announced Q1 18 earnings where they beat both the Zacks consensus earnings and revenue estimates for the 9th consecutive quarter.

During the quarter, the company posted records in shipments, revenues, and non-GAAP earnings per diluted share. 2.3% annual dividend yield. The demand for semiconductors continues to grow at a rapid rate, and along with this, new innovations and quality are being developed by several chip producers. KLA is at the forefront of inspecting defects, general materials research, and the data storage industries. Basically, KLAC is involved in almost every high growth technology segment, and as the technology segment continues to grow so are the expectations of KLAC.

22% YoY growth in Q3 17, and the sector is expected to see double digit growth over the next three consecutive quarters. While we are happy to share many articles like this on the website, our best recommendations and most in-depth research are not available to the public. Starting today, for the next month, you can follow all Zacks' private buys and sells in real time. Our experts cover all kinds of trades… from value to momentum . 10 to ETF and option moves . You can even look inside exclusive portfolios that are normally closed to new investors.

Mathieu: BMO, the last of Canada’s “big five” banks on this list is well positioned for future dividend growth as it has one of the lower payout ratios among its peers. Through the first half of 2017, The company has grown earnings by double digits which bodes well for continued dividend growth.

Their 3-YR and 5-YR growth rates are near the bottom of their peers, thus their lower ranking. Sabeel: The first Canadian corporation to ever pay dividends in 1829 and has not only paid dividends regularly every single quarter, but has consistently raised them too year after year. The company has a track record for just one dividend cut in the past 188 years (in 1942, during WW2).

That is a track record hard to match or beat and BMO remains a bedrock in many portfolios. In fact, I started off my daughter’s Nest Egg Portfolio with this stock that I intend to keep growing for the next couple of decades, before I pass it on to her in a couple of decades. Making the jump from 12 to 9 this year is CNR. In terms of buy and hold stocks, CNR is up there as one of the best in Canada. 80 billion market capitalization.