Latest Stock Buy or Sell? Make More Informed Decisions!

(Note short timeframe.)  Surprised it hasn't moved with lower rates, happy to keep owning. Unique and diversified assets, access to capital. Dividend grows 6-9%.

(Note short timeframe.) Defensive. Will benefit from interest rates coming down. Asset base should grow ~7% a year, dividend by 4-5% a year. Doing what they say they will. Additional asset sales to bring debt down; with interest rates coming down, may not need to sell as much.

Operates in Florida, which has one of the fastest-growing populations.

Large industrial with a medical component, and she likes that. Good job getting back on track. Dividend cut earlier this year.

She focuses more on Canadian companies, so take a look at CCL.B. 

Small company, still in growth mode. Growing dividend ~10% a year. Operates in similar segments to MMM.

Lower dividend yield, less than 1%. Owns riskier assets such as real estate. She owns the businesses underneath, as she likes those assets better and they have higher yields. She owns BIP.UN and BEP.UN; likes, but doesn't own, BAM.

See her Top Picks.

Cut dividend in 2023. Global scale, so riskier than a traditional Canadian REIT. High occupancy of 96%. She's concerned about pricing pressure. These types of REITs tend to underperform in first stages of a recession. High debt load. Yield is 7%.

Traded at a premium for a long time. Three consecutive EPS misses, stock sold off, premium is gone. Provision for credit losses was higher than anticipated. More rate cuts will help health of consumer, but too many would cast doubt on underlying health of economy and that won't be good for banks.

She has a small position, but that's underweight. More rate cuts will help health of consumer, but too many would cast doubt on underlying health of economy and that won't be good for banks.

Very stable. Most assets are in Ontario, whereas she likes diversification of jurisdiction. Traditionally Ontario has not been the best regulator, and it's at the mercy of just that one regulator. Prefers EMA.

Underperformed. Sold wind and solar assets at a really good price. Going forward, will grow 5-7%. Disappointed by stock price performance, but you can't own assets any cheaper than this. Holding while she waits for more clarity.

Happy to own, and will probably own forever unless there's a change in philosophy. Market's now appreciating more stable assets. Declining interest rates are a tailwind. Assets are irreplaceable, become more valuable over time. Trades lower than rails. Reducing leverage. Solid. Yield is 6.8%.

She's a long-term owner of stocks, this gives you the impact of compounding dividend growth. She will trim if  necessary, not holding a weight of 10% for example. Proven long-term ability to grow, lots ahead. Coastal GasLink will bring more nat gas to the West Coast. 

Doesn't love buying for new clients at these levels, but confident in its ability to grow.

Likes the Westinghouse acquisition. Its hydro assets are long life with low operating costs. Likes MSFT deal. Tech companies are building data centres, and the #1 thing they need is consistent and stable power. Her bet is not centred on AI, it's focused on data. Population growth plays into need for power as well. Yield is 5.7%.

Stock's broken out, but still trading at 15-year lows. Will continue to do well. Benefits from Coastal GasLink. TRP touches 30% of natural gas molecules produced in NA. Good infrastructure, stable assets. Yield is 6%.

Likes the pipeline space with its stability and growth.

Irreplaceable assets. Defensive. Even with a recession, people aren't going to cut cell phones or internet -- needs, not wants. Hammered when rates went up. Lower rates have not had an impact yet due to competitive environment, but that pricing environment won't last forever. Pain in the short term, but you're still collecting that nice dividend. Yield is 6.9%.