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Fortis Inc. (FTS $47.21)
- $47.21 Fwd P/E: 19.47X Cap: $23.66B
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Brookfield Renewable Partners L.P. (BEP.UN $34.75)
- $34.75 Cap: $22.97B
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Canadian Utilities Limited Class A Non-Voting Shares (CU $37.91)
- $37.91 Fwd P/E: 26.03X Cap: $10.31B
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Enbridge Inc (ENB $44.55)
- $44.55 Fwd P/E: 22.48X Cap: $97.11B
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Fortis Inc. (FTS $47.21)
- $47.21 Fwd P/E: 19.47X Cap: $23.66B
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TC Energy Corporation (TRP $47.29)
- $47.29 Fwd P/E: 15.35X Cap: $49.11B
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Banco Latinoamericano de Comercio Exterior S.A. (BLX $42.21)
- $42.21 Cap: $1.55B
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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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Eli Lilly and Company (LLY $793.01)
- $793.01 Fwd P/E: 64.33X Cap: $751.56B
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Walmart Inc. (WMT $94.40)
- $94.40 Fwd P/E: 40.54X Cap: $753.35B
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Enbridge Inc. (ENB $60.97)
- $60.97 Fwd P/E: 22.48X Cap: $132.91B
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,466.86)
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Brookfield Renewable Partners L.P. (BEP.UN $34.75)
- $34.75 Cap: $22.97B
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ARC Resources Ltd. (ARX $27.61)
- $27.61 Fwd P/E: 12.17X Cap: $16.15B
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Tourmaline Oil Corp. (TOU $62.27)
- $62.27 Fwd P/E: 18.63X Cap: $23.30B
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WSP Global Inc. (WSP $281.61)
- $281.61 Fwd P/E: 51.81X Cap: $36.74B
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Pan American Silver Corp. (PAAS $41.48)
- $41.48 Fwd P/E: 33.7X Cap: $15.11B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
- $153.42 Fwd P/E: 94.42X Cap: $199.04B
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goeasy Ltd. (GSY $169.63)
- $169.63 Fwd P/E: 11.42X Cap: $2.79B
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TerraVest Industries Inc. (TVK $166.47)
- $166.47 Fwd P/E: 41.59X Cap: $3.24B
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Aritzia Inc. Subordinate Voting Shares (ATZ $75.14)
- $75.14 Fwd P/E: 41.84X Cap: $8.47B
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WELL Health Technologies Corp. (WELL $4.67)
- $4.67 Cap: $1.16B
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Fortis Inc. (FTS $47.21)
- $47.21 Fwd P/E: 19.47X Cap: $23.66B
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Boyd Group Services Inc. (BYD $209.59)
- $209.59 Fwd P/E: 249.0X Cap: $4.53B
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VanEck Junior Gold Miners ETF (GDXJ $68.84)
- $68.84 Fwd P/E: 32.61X Cap: $5.56B
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN $86.38)
- $86.38 Fwd P/E: 228.25X Cap: $143.91B
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.82)
- $76.82 Fwd P/E: 40.7X Cap: $124.69B
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Costco CDR (CAD Hedged) (COST $44.28)
- $44.28 Fwd P/E: 58.59X Cap: $588.84B
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Microsoft CDR (CAD Hedged) (MSFT $36.28)
- $36.28 Fwd P/E: 42.5X Cap: $5.08T
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Alphabet CDR (CAD Hedged) (GOOG $29.66)
- $29.66 Fwd P/E: 22.23X Cap: $2.94T
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Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help
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Enbridge Inc. (ENB $60.97)
- $60.97 Fwd P/E: 22.48X Cap: $132.91B
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Fortis Inc. (FTS $47.21)
- $47.21 Fwd P/E: 19.47X Cap: $23.66B
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Q: Hello Team,Could you tell me the average return, capital gain plus dividends of these two companies over the last ten years.
Thank You,
Barry
Thank You,
Barry
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