Today, Jamie Murray commented about whether STLC-T, X-N, CJ-T, ACB-T, IPL-T, AMZN-Q, CJR.B-T, IBM-N, MA-N, BIDU-Q, BHC-T, ADBE-Q, BX-N, CAR.UN-T, VET-T, RTX-N, RY-T, CJT-T, CHE.UN-T, TFII-T, BB-T, H-T, QCOM-Q, BP-N, AAPL-Q, NKE-N are stocks to buy or sell.
Sell half of my holdings and buy a utility? It pays a 3.9%. The shares have done well since they abandoned a bid to buy a Washington utility. There's little growth here, though. He prefers Capital Power which is a little riskier and pays a safer dividend. Also look at Innergex or a REIT, if you want income.
There's disruption in trucking with a shortage of drivers and the Amazon Effect. Will there be self-driving trucks later? TFII is well-run and will be okay in the long-run, though. It has a good market share.