ENB operates as a natural gas utility provider and distributor, the company’s main business is to deliver clean, natural gas utility to a broad base of customers in a reliable, socially responsible manner. ENB’s business model delivers predictable cash flows and a growing stream of dividends year after year through capital investment and operational efficiency. We like the story here and would be open to upgrading the stock in the near term, however, to be conservative we are maintaining our rating at “B+” in this update.

Dream Industrial REIT (DIR.UN) is an unincorporated, open-ended real estate investment trust. The Trust owns, manages, and operates a global portfolio of diversified industrial properties comprising 339 assets totalling approximately 71.9 million square feet of gross-leasable-area (GLA). We think DIR.UN is a strong REIT play as the general landscape here improves, and the focus on industrials makes it even more attractive. We are maintaining our rating of a B+ with a positive outlook.

Savaria Corporation (SIS) is a global leader in the accessibility industry, providing solutions for the seniors and individuals with disabilities. IS has one of the industry’s most comprehensive product lines aimed at improving the comfort, mobility, and independence of its target market. As the company continues to implement initiatives under Savaria One we think the growth story is easy story for investors to get behind. We are maintaining our rating of a B+ and have a positive mid-term outlook.