More Growth is in the Pipeline for South Bow Shareholders After Our +31% Return

When our clients first became shareholders of South Bow (SOBO) on September 25, 2024, it wasn’t by choice. The new company was a spinoff from TC Energy. To be frank, we weren’t expecting much. (Disclosure: Clients, Jeff Pollock, and Sunni Schneider hold a financial interest in South Bow as shareholders but no compensation was offered to […]

After Gaining +30%, is Canadian Utilities Running Out of Gas?

Our investment in Canadian Utilities (“CU”), which delivers gas and electricity, in November 2023 was based on a straightforward premise: its attractive 5.7% dividend yield positioned it as a prime beneficiary of anticipated interest rate cuts. We believed falling rates would naturally enhance the appeal of high-yielding dividend stocks like CU for income investors seeking […]