
TSE:ENB
Among his top 5 positions. Penalized by Keystone XL and trend to renewables. Solid company. TRP's stumble with Keystone makes ENB's infrastructure that much more valuable. Lots of growth ahead. Dividend is safe and will grow, as will capital. Oil will be around for a while, plus will need to become more sustainable, mainly by acquisition.
Risk tolerance Low-volatilty and low-beta, so a safe bet for those with low risk. For higher-risk and higher returns, go for Gibson Energy, Boralex and Northland Power.