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Canadian Utilities Limited Class A Non-Voting Shares (CU $38.37)
- $38.37 Fwd P/E: 26.32X Cap: $10.42B
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Canadian National Railway Company (CNR $136.61)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $38.37)
- $38.37 Fwd P/E: 26.32X Cap: $10.42B
- View CU Profile
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Algonquin Power & Utilities Corp. (AQN $8.12)
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Aecon Group Inc. (ARE $20.02)
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Q: With the passage of bill C-5, many expect projects regarding roads, electric grids, pipelines and railways, will be expedited. Could you pls comment on the following companies, if they stand to benefit and would you recommend investing in each
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Bank of Nova Scotia (The) (BNS $75.76)
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Canadian Natural Resources Limited (CNQ $42.30)
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Great-West Lifeco Inc. (GWO $52.01)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $136.50)
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Constellation Software Inc. (CSU $4,984.83)
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Intact Financial Corporation (IFC $304.04)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $38.37)
- $38.37 Fwd P/E: 26.32X Cap: $10.42B
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Peyto Exploration & Development Corp. (PEY $19.42)
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WSP Global Inc. (WSP $288.96)
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Northland Power Inc. (NPI $23.04)
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FirstService Corporation (FSV $244.18)
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Toromont Industries Ltd. (TIH $128.74)
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Birchcliff Energy Ltd. (BIR $6.94)
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Thomson Reuters Corporation (TRI $287.16)
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Alimentation Couche-Tard Inc. (ATD $75.43)
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EQB Inc. (EQB $102.07)
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Olympia Financial Group Inc. (OLY $122.20)
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GFL Environmental Inc. subordinate voting shares (GFL $65.17)
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Topaz Energy Corp. (TPZ $25.73)
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Topicus.com Inc. (TOI $194.70)
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Propel Holdings Inc. (PRL $35.79)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.31)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.40)
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Lumine Group Inc. (LMN $53.89)
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Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
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Brookfield Renewable Partners L.P. (BEP.UN $37.32)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $38.37)
- $38.37 Fwd P/E: 26.32X Cap: $10.42B
- View CU Profile
- View Questions on CU
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Enbridge Inc (ENB $45.09)
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Fortis Inc. (FTS $47.28)
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TC Energy Corporation (TRP $47.77)
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Banco Latinoamericano de Comercio Exterior S.A. (BLX $42.65)
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Q: Hi,
I've been very careful in the last year with stock market at all time high and I've been building a relatively high position in utilities in my portfolio and I am clearly overweight in utilities. I know that timing the market perfectly is impossible but at what point in time would you suggest to start unloading utilities? Do you think that there is still some upside in these names due the Tariffs and the associated panic in the market? If you had 3 companies to sell now in my list which companies would you unload first. Thank you!
I've been very careful in the last year with stock market at all time high and I've been building a relatively high position in utilities in my portfolio and I am clearly overweight in utilities. I know that timing the market perfectly is impossible but at what point in time would you suggest to start unloading utilities? Do you think that there is still some upside in these names due the Tariffs and the associated panic in the market? If you had 3 companies to sell now in my list which companies would you unload first. Thank you!
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