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Last August, they had some writedowns based on fixed-price contracts in various places. The shares came off. They sold their stake in the Bermuda Airport at a great price, and sold a road-building division. Also good is that they may build a full-scale nuclear reactor in Ontario; they have nuclear expertise. Pays a 6% dividend. A quality company with little risk.

Good to hold 5 years or longer, but it depends on commodity (oil) prices. He's bullish oil long term, because there's a lack of investment in oil globally. It can pay 7.6% dividend for a while. Their royalty structure means they are capital-lite and not investment much.

Doesn't own it because it lacks a clear strategy, though they buy profitable businesses well. Can they sustain that? Appears to, based on their track record. He prefers safer investments with strong assets. He continues to watch this, maybe buy on dips.

The Wall Street Journal reported on lead sheafing (a health hazard) on cables in the U.S. This will costs ATA& and Verizon a lot to replace those cables. Canada is different with more advanced, newer cables, so the problem is smaller here. Rather, subscriber numbers, profitability and competition--all three look decent to him. Pays a 6.8% dividend which means doubling your money in 10 years. We could see a general pullback, so buy a tranche now.

Pays a 5.4% yield. Owns CNQ instead. SU was a darling among US investors, but the quality of their assets wasn't good enough to get them through 2020. Probably, though, it's fine from here, but he prefers a natural gas or nat-gas/oil company.

Likes the managers whom he recently met. Last year was crazy because of European gas prices, especially in the UK where they operate raised their expenses. They're in a stable business and are well-run. Lots of free cash flow that could lead to buybacks and/or dividends. He added on dip earlier this year. KBL is adding capacity that could raise the dividend.

Are very levered to oil prices, so if those prices rice, BTW will move up. But if oil falls, so will BTE. He prefers natural gas, because it can sustain itself through different economic environments. Among oil, he prefers names bigger than BTE.

Yields 11.6%. Not for the feint of heart. A dryer gas player. Medium-term this looks good, and it's a good way to play western Canadian gas. Buy a partial position, but expect some rough days short-term as you collect that 11.6%.

The premier natural gas infrastructure company in North America. It pays over a 7% dividend. The Coastal Gaslink overhand is behind us. It's fine that they sell some assets to fund growth. Exporting nat gas beyond North America will double in volume in the coming decade and TRP is incredibly set up to facilitate this. Even at a modest 2% dividend growth rate and share growth, that's still 9-10% compounded annual returns.

It's gone wrong for him in the past, but opportunities still continue to grow--they're the only maker of EV buses in North America that suits the Buy-America rule. Covid and supply chains were tough for the company, sure, but better days lie ahead. There's less competition and more opportunity. He bought a lot of shares at $9. The valuation should be better. Financing issues are sorted out.

Electricity demand in North America continues to rise. Emera will sort out issues in Nova Scotia. Their New Meico and Tampa centres are growing, needing more electricity. It pays over a 5% dividend.