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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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Sun Life Financial Inc. (SLF)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Toromont Industries Ltd. (TIH)
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Alimentation Couche-Tard Inc. (ATD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: My wife and I hold a blend of mainly dividend paying blue chip Canadian stocks (examples shown) in a diversified equity/fixed income portfolio. PE ratios on some of our dividend payers seem enticing to add to. As retirees with a reasonably conservative approach, what sectors does 5i feel have the best opportunity for P/E margin expansion over the next several years, assuming no 'abnormal' (whatever that is) market volatility and some moderation of interest rates? Consistent with the margin expansion theme, would 5i suggest we add to our existing dividend payers, or to more growth-oriented names like BN group?