Today, Christine Poole commented about whether BAM.A-T, GOOG-Q, NTR-T, BIP.UN-T, L-T, XYL-N, DIS-N, BAM.A-T, ENB-T, CSH.UN-T, CNR-T, EMP.A-T, EL-N, GIB.A-T, GIL-T, WSP-T, AXP-N, GIB.A-T, BYD-T, GD-N, MRU-T, TECK.B-T, BEP.UN-T, JNJ-N, H-T are stocks to buy or sell.
Stock appreciation and dividend growth coming? It's an income stock and has been rangebound this year. In Ontario, the occupancy rate has declined (too much supply). Demand will catch up to supply eventually. They're well-positioned in a good industry driven by demographics (an aging population). There's room to grow. They gradually increase their dividend (4%).
(A Top Pick Oct 10/18, Down 5%) It's been a volatile year due to weather and trade war tensions, with US soy bean farmers exporting less to China. But NTR is cutting back on some of their potash mines to get demand-supply back in place. That said, NTR generates a lot of free cash flow and is increasing their 3.7% dividend, so you're paid to wait. They're also building out their retail network, which is less cyclical. Still likes it.