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DOO is an industry leader with the largest market share in the recreational product market in North America. Given the challenging economic environment, management indicates that most of the operating units experience little to no impact indicating the phenomenal competitive advantage of a strong brand portfolio. We are upgrading our rating to “B+”.
ENB is an industry leader, a regulated monopoly in the utility market in North America. Given the challenging economic environment, management indicates that the company experienced little impact mostly from higher financing costs indicating the phenomenal competitive advantage of the utility business. We believe in ENB’s competitive advantage and capital deployment discipline, the company still has a long runway for growth especially when it comes to renewable energy transition, we are maintaining our rating at “B+”.
CSU is an industry leader in the VMS market in North America. Given the challenging economic environment, management indicates that most of the operating units experience little to no impact indicating the phenomenal competitive advantage, and recession-proofed nature of VMS businesses. We believe the company still has a long way to grow and its investment thesis is still intact, we are maintaining our rating at “A”.
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Q: What would your top three picks be for you income based companies in your model portfolio? i.e. Top 3 buys today?
Read Answer
Brookfield Business Partners L.P. (BBU.UN)
Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC)
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I hold these three and I'm wondering about consolidating into one. What would be your pick or is it a reasonable strategy to hold all three for diversification?
Read Answer
Q: Hi 5i,
I was watching a recorded market call yesterday from early Feb, with Ryan Bushell. He made the case that T will outperform BCE in the coming years (he seems to be very much a long term investor) and he laid out a number of reasons why he thought BCE might underperform T. It made me look at my holdings in each and wonder if I should switch out my BCE for more T.
In reviewing them, the share price of BCE has declined just over 8% in the past year while T is down 9.3%. Their P/E is near the same, but BCE's ROE is currently 15.6% to T's 12.7%. The current yield on BCE is 6.26%, compared to 4.9% for T. Based on my purchase price, I'm earning a little more than that on each - 6.55% on BCE and 5.12% on T.
I know that Ryan's take is based on his view of the future for each name, and he thinks the future is rosier for T. But based on the numbers I've laid out above - which I recognize are all about the past and not the future - I don't see a compelling reason to jettison the BCE I hold in my RSP and use the proceeds to bump up my T.
I would be very interested on your thoughts on the two, looking ahead.
Thanks,
Peter
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