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CN Rail versus CP. He does not see the tariff war directly impacting the rail companies. CN (CNR-T) is a little more exposed to cross-border trade, however. CN is a core holding in his portfolio. He does not hold CP. He would not add to his position, rather would continue to hold.
CN Rail versus CP. He does not see the tariff war directly impacting the rail companies. CN (CNR-T) is a little more exposed to cross-border trade, however. CN is a core holding in his portfolio. He does not hold CP. He would not add to his position, rather would continue to hold.
CN Rail versus CP. He does not see the tariff war directly impacting the rail companies. CN (CNR-T) is a little more exposed to cross-border trade, however. CN is a core holding in his portfolio. He does not hold CP. He would not add to his position, rather would continue to hold.
CN Rail versus CP. He does not see the tariff war directly impacting the rail companies. CN (CNR-T) is a little more exposed to cross-border trade, however. CN is a core holding in his portfolio. He does not hold CP. He would not add to his position, rather would continue to hold.
National Bank (NA-T) vs other banks. These smaller banks are more regional (Quebec in this case). The Quebec economy is doing well. The underlying business is more capital focused and therefore more volatile in his mind. He would still prefer to own the major banks, which are trading relatively cheaply, he thinks.
National Bank (NA-T) vs other banks. These smaller banks are more regional (Quebec in this case). The Quebec economy is doing well. The underlying business is more capital focused and therefore more volatile in his mind. He would still prefer to own the major banks, which are trading relatively cheaply, he thinks.
This stock benefited from a run out of commodities a few years ago. There was an uptake in the success of Amazon and Google with the rise in consumer shipping. It has become too expensive now and he thinks it is not going anywhere – up or down. He would not be a buyer at these levels. He would want to see the yield back above 3.5% before re-entering.
This stock benefited from a run out of commodities a few years ago. There was an uptake in the success of Amazon and Google with the rise in consumer shipping. It has become too expensive now and he thinks it is not going anywhere – up or down. He would not be a buyer at these levels. He would want to see the yield back above 3.5% before re-entering.
All the telecoms have faced headwinds lately and Rogers has not increased its dividend since 2015. There has been a lot going into capital spending on their cellular network. It is too expensive at this time. He holds it, but is not adding.
All the telecoms have faced headwinds lately and Rogers has not increased its dividend since 2015. There has been a lot going into capital spending on their cellular network. It is too expensive at this time. He holds it, but is not adding.
He has recommended this several times. The acquisition is now closed on WGL. They sold about 1/3 of their Northeast BC assets to pay for it. This has worked out well, because these assets are trading at a premium in the private capital market. He has been buying since $24 and likes the 7% yield.
He has recommended this several times. The acquisition is now closed on WGL. They sold about 1/3 of their Northeast BC assets to pay for it. This has worked out well, because these assets are trading at a premium in the private capital market. He has been buying since $24 and likes the 7% yield.
It has been caught a little in the trade war with the US, due to its cross-border business dealings in steel. The fundamentals still look strong for the company, he says. It is a great management team. He would sell above $30 and would buy around $25. Otherwise he would hold it here. Yield 5%.
It has been caught a little in the trade war with the US, due to its cross-border business dealings in steel. The fundamentals still look strong for the company, he says. It is a great management team. He would sell above $30 and would buy around $25. Otherwise he would hold it here. Yield 5%.
