Review of Enbridge Inc
FEB 01, 2022 - Enbridge is a substantial player in the North American energy sector and we believe that ENB is in a good position due to its reasonable valuation and good dividend yield, which can be seen as an attractive option for investors in these volatile times. Rating maintained at ‘B+’.
Download ReportQ: I can get 5% + annual return to maturity on many triple B+ rated corporate bonds in the 6-8 year time frame. Do you see much risk of default or other issues with corporate bonds with companies like Enbridge, TD, Loblaws, and BCE? (I realize their face value will fluctuate as interest rates go up or down)
Read Answer Asked by Maria on June 29, 2022Q: Hi, With recent drop in Oil/Gas prices, would it be prudent to reduce exposure to Large E&P and Integrated names and increase ENB weighting, so we have Energy exposure but with limited downside. In your Balanced Equity Portfolio, I noticed that ENB weight is about 7.5% and you appear to be comfortable with that. Thank You
Read Answer Asked by rajeev on June 24, 2022-
Enbridge Inc. (ENB)
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Q: Hi - I held above utility and telecome stocks. With CPI hits 40 years high in Canada, BOC will likely rise 75bps in July. Do you think income stocks will be under pressure as yeild % may not be compelling anymore due to higher GIC rate. Which names would you sale first in a risk off environment?
I value your opinion.
Thanks,