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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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Canadian National Railway Company (CNR $143.93)
- $143.93 Fwd P/E: 20.3X Cap: $90.31B
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Enbridge Inc. (ENB $60.97)
- $60.97 Fwd P/E: 22.48X Cap: $132.91B
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TC Energy Corporation (TRP $64.78)
- $64.78 Fwd P/E: 15.35X Cap: $67.32B
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Fortis Inc. (FTS $64.61)
- $64.61 Fwd P/E: 19.47X Cap: $32.40B
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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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Algonquin Power & Utilities Corp. (AQN $7.97)
- $7.97 Cap: $6.11B
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Aecon Group Inc. (ARE $20.51)
- $20.51 Cap: $1.31B
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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 $74.67)
- $74.67 Fwd P/E: 15.79X Cap: $93.78B
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Canadian Natural Resources Limited (CNQ $43.91)
- $43.91 Fwd P/E: 12.17X Cap: $90.97B
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Great-West Lifeco Inc. (GWO $52.39)
- $52.39 Fwd P/E: 12.65X Cap: $48.53B
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $137.70)
- $137.70 Fwd P/E: 18.27X Cap: $31.40B
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Constellation Software Inc. (CSU $4,888.06)
- $4,888.06 Fwd P/E: 103.71X Cap: $105.01B
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Intact Financial Corporation (IFC $309.37)
- $309.37 Fwd P/E: 24.98X Cap: $55.18B
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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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Peyto Exploration & Development Corp. (PEY $19.25)
- $19.25 Fwd P/E: 12.82X Cap: $3.83B
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WSP Global Inc. (WSP $281.61)
- $281.61 Fwd P/E: 51.81X Cap: $36.74B
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Northland Power Inc. (NPI $22.85)
- $22.85 Fwd P/E: 23.14X Cap: $5.99B
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FirstService Corporation (FSV $243.58)
- $243.58 Fwd P/E: 61.81X Cap: $11.09B
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Toromont Industries Ltd. (TIH $127.10)
- $127.10 Fwd P/E: 21.19X Cap: $10.40B
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Birchcliff Energy Ltd. (BIR $6.92)
- $6.92 Fwd P/E: 13.64X Cap: $1.88B
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Thomson Reuters Corporation (TRI $272.45)
- $272.45 Fwd P/E: 42.15X Cap: $122.73B
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Alimentation Couche-Tard Inc. (ATD $68.63)
- $68.63 Fwd P/E: 18.74X Cap: $65.06B
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EQB Inc. (EQB $100.56)
- $100.56 Fwd P/E: 10.45X Cap: $3.90B
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Olympia Financial Group Inc. (OLY $121.24)
- $121.24 Fwd P/E: 12.25X Cap: $293M
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GFL Environmental Inc. subordinate voting shares (GFL $64.81)
- $64.81 Cap: $24.37B
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Topaz Energy Corp. (TPZ $25.48)
- $25.48 Fwd P/E: 72.69X Cap: $3.91B
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Topicus.com Inc. (TOI $178.45)
- $178.45 Fwd P/E: 97.48X Cap: $23.72B
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Propel Holdings Inc. (PRL $36.29)
- $36.29 Fwd P/E: 19.52X Cap: $1.48B
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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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Lumine Group Inc. (LMN $51.88)
- $51.88 Cap: $12.92B
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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 $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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