Sunlife Financial(SLF) Q2 review
open.substack.com/pub/btsx20/p...

Brookfield Corp(BN)Q2 Review: The Real AI investment
open.substack.com/pub/btsx20/p...

Brookfield Infrastructure Q2(BIP.UN, BIPC) Solid Results, Long Runway and a Buy
open.substack.com/pub/btsx20/p...

yeah, probably nothing here. $CVG.TO. BV is $ 84
Very rarely has is traded below BV. *not advice.

Some highlights from $SFC.TO earnings....NOTE: Dollars are un US currency on a 1 billion Canadian market cap.. They also purchased 4% of their shares outstanding in 2024. *not advice

FROM RBC: “Enghouse, $ENGH.TO is trading 57 per cent below peers and 40 per cent below its 10-year average,” he said. “Enghouse has a strong track record of allocating capital at high rates.

Observation of the day: $AD.UN gets no respect imo. Over the past year they have QUIETLY modified their structure of business.
"We can now look back and report that our net book value per unit has grown at a compounded rate of 18.9% annually over the last three years."
not advice

interesting: Europe retaliates against Trump’s tariffs on steel and aluminum
European Union announces counter-tariffs on US$28-billion of U.S. goods beginning in April

From Sunday, my ode to one of the best REITs in Canada, a company with a nice balance sheet, great assets, interesting growth potential, and owners that know a thing or two about succeeding over the long-term. $CHP.un

Canada should offer an accelerated immigration program to any Americans who want out of dodge.

We’d likely get a bunch of good people, but most importantly it would drive you-know-who absolutely nuts.

$EQB.TO with an impressive $8 million insider purchase from Stephen Smith(ownership position exceeding 10 per cent)

$ENGH.TO with some solid earnings and whopping 15.4% Dividend increase. Lots of cash on the balance sheet and continues with acquisitions..

Down more than 50% since the peak less than three months ago. Couldn’t have happened to a better guy.

Daily Observation : Beat the TSX portfolio having a strong start to 2025, especially when compared the TSX60.
TSX60: -.56%
Beat the TSX: 5.47%

$BCE: 6.24%
$T.TO: 15.74%
$AQN: 5.05%
$ENB: -.90%
$TRP: -3.36%
$EMA.TO: 11.57
$TD: 13.37%
$BNS: -8.77%
$PPL.TO: 1.76%
$POW.PO: 13.95%