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Thomson Reuters Corporation (TRI)
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Fortis Inc. (FTS)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: Hi Peter
In the latest update to the income portfolio, the entire position in TCL has been sold to invest the capital in other quality names.
Is it possible to let us know some of the names you have in mind for deploying this capital?
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Alphabet Inc. (GOOG)
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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The Walt Disney Company (DIS)
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UnitedHealth Group Incorporated (DE) (UNH)
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Constellation Software Inc. (CSU)
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TFI International Inc. (TFII)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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goeasy Ltd. (GSY)
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ECN Capital Corp. (ECN)
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DexCom Inc. (DXCM)
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Pool Corporation (POOL)
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Booz Allen Hamilton Holding Corporation (BAH)
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Berkshire Hathaway Inc. (BRK.B)
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Boyd Group Services Inc. (BYD)
Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you
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Sun Life Financial Inc. (SLF)
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Thomson Reuters Corporation (TRI)
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Nutrien Ltd. (NTR)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi Guys,
Could you list 5 or more Canadian companys that you would consider long term holds that pay a good dividend ?
Excluding 5 Big banks,BCE,T,ENB,FTS.
Thanks Steve.