Income Content
July 20, 2025 – Couche-Tard & Earnings Season Kickoff
Earnings season looks to be in full swing, so the newsletters for the next while will primarily be my thoughts...
Articles by Dan Kent
Top Canadian Stocks
Has Fairfax Financial Stock Ran Out of Steam or is There More Upside?
Key takeaways Fairfax’s investment success depends on smart, flexible decisions in a changing market. The insurance business offers steady cash...
Top Canadian Stocks
Is Enbridge Stock a Buy, Or is Rising Debt a Concern?
Key takeaways Enbridge continues strong dividend growth but faces rising debt questions Recent acquisitions could boost cash flow if 2025...
Income Content
July 13, 2025 – Cyclicals at a Discount
In this week’s newsletter, I’m going to highlight 3 Premium featured companies that are trading at what I believe are...
Top Canadian Stocks
This 7% Yielding Canadian Blue-Chip Could See Positive Momentum Moving Forward
Key takeaways Telus’s infrastructure investment could reward patient shareholders. Growth in health, agriculture, and digital offers new revenue streams. High...
Top Canadian Stocks
Has Manulife Stock Ran Out of Steam, or Is There More Room to Run?
Key takeaways Manulife’s Asia growth and strong dividends back the long-term case. The company’s US business is dragging, but not...
Top Canadian Stocks
Is Canadian Pacific Railway Stock a Buy?
Key takeaways CP Rail is trading at a cyclical low, attracting a lot of value-focused investors. Earnings and freight volume...
Income Content
July 6, 2025 – Cargojet Update & US Foundationals Part 2
It was a relatively slow week on the markets, as the summers generally are. However, there was pretty big news...
Top Canadian Stocks
Canadian Tire Stock is in the Midst of a Large Turnaround – But Is it Still a Buy?
Key takeaways Canadian Tire stock is climbing thanks to strong shopper loyalty and smart brand moves There are real risks...
Top Canadian Stocks
Is TD Bank Still a Buy After Its Huge Runup?
Key takeaways TD’s fundamentals are stabilizing but certainly not booming Valuation looks reasonable, even after a strong run Regulatory risks...