@5iChris@5iresearchdotca@BNNBloomberg Really enjoyed the show!! Lots of great commentary from Chris especially the comments on TMX now likely channeling large amount of FCF to deleverage after recent acquisitions. Got me thinking, that likely means a period of lower dividend growth, that will likely be temporary.
@KevinKuzh@CDInewsletter G&M had an article on CAGE in today’s edition. See previous post. All equity ETF similar to XEQT with more of a quant tilt but that comes with more risk. Personally I’d stick with XEQT and its 16 billion AUM and proven track record.
@CDInewsletter I’ve been chipping away for about a year now slowly building a position. Also bought DFY IPO and been adding more recently at mid 60s, likely at take out candidate at some point l.