Quarterly Reports in August, 2025

 

In Canada, the Liberals and Big Oil are planning ahead to ship more oil and natural gas to Asia and projects have been submitted to the Feds about connecting Western Canada pipelines to the East Coast to supply Europe. 

The pipeline ends in Quebec City and a connection to a New Brunswick existing natural gas pipeline would be a start but there's lots of red tape and environmental hurdles to overcome. 

Meanwhile and as the 2nd quarterly reports come in for my stocks, Enbridge, ENB.TO had a good report and mentions it's pipelines are shipping to capacity with contracts waiting from other companies. An excellent position to be in from my point of view with the oversupply.

ENB.TO is near it's previous 52 week high and has an ex-dividend date of August 15th with a current 5.92% yield. One of the more popular dividend paying companies by yield rank in the TSX 60.

Adding to Enbridge, I'll be buying more Fortis, FTS.TO, which also had a decent 2nd quarter report as expected, being spread across North America and beyond. The utility has a dividend yield of 3.63% currently with an ex-dividend date being August 19th, 2025. One of my original foundation stocks although trading close to 52 week highs as a cautionary note where it could pull back in price.

Browsing through the numbers in quarterly reports, I'm interested in forward guidance for the rest of 2025 and beyond, if it's provided. Fortis is in a good position to profit from data center power generation and is looking at the natural gas export sector in British Colombia. Billions on hand to further build their business. Then there's the power rate increases passed on to customers, depending on approval by regulation authorities. More money in their coffers after expenses with approved rate hikes.

The first LNG gas carrier, GasLog Glasgow departed the LNG terminal at Kitimat, Canada, on June 30, officially marking Canada’s entry into the export market. The LNG Canada project had been gearing up in recent weeks and began the first loading over the weekend, which opens a critical market for Asia to obtain LNG from Canada

I pick up the Canadian MoneySaver magazine when I browse through the local bookstores.

Inside the cover is the latest updates on their Canadian MneySaver Model ETF Portfolio. On that same page is the handy Dividend and Company News about dividend increases and the rare but unwanted dividend cuts such as the recent BCE.TO for example.

The model etf portfolio has 14 ETFs with many I see come up in articles and blogs. Combined the portfolio has a 149.95% increase since October, 2013 with a variety of index, tech, bond and covered call ETFs. 

Among those, I own ZWU, BMO Covered Call Utilities which holds Enbridge and Fortis in it's current top 5 holdings among US and Canadian stocks such as Verizon, VZ, I have been watching as an individual stock to buy. ZWU has a current 7.50% yield and adds monthly distributions to my portfolio. An alternative to buying the stocks with many at their yearly highs with buy low in mind when possible.

In the 2nd half of August, I'll be looking at Manulife Financial, MFC.TO and Great-West Lifeco, GWO.TO with a 1 year gain of 26% among other stocks and ETFs of interest.