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Strategies & Market Trends : Dino's Bar & Grill
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To: Goose94 who wrote (147081)3/28/2023 6:04:50 PM
From: Goose94Read Replies (1) of 202367
 
Trans Canada Energy (TRP-T) top pick from Darren Sissons on BNN.ca Market Call Tuesday March 28th @ 1200ET

New TC Energy investors benefit from a sector-wide energy sell-off that drove its dividend yield to 1.70x multiple of money market returns. Equally so, given reasonable quality bonds pay 4.5 per cent - 5.5 per cent without capital gain potential a +7 per cent dividend yield is attractive.

While there is some concern over the leverage quantum, a close inspection of the debt maturity stack shows no major re-financing needs until post-2033. Equally so, given the maturity profile, much of the near-term expiring debt will re-price at equivalent prices or better terms vis-à-vis when it was initially added.

There is some expectation of asset sales as well, which will reduce debt. Energy is an inflation beneficiary as was made painfully obvious during the 1970s energy crisis.
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