November 2025 Budget and Earning Reports

 

The first week of November is becoming a busy one. The first Canada Federal Budget will be on November 4th under Prime Minister Carney and it will probably be interesting, expecting backlash from the opposition party. 

Meanwhile, several of my stocks will be presenting their 3rd Quarter earnings results this week and more notable for my November monthly buy schedule are Fortis, FTS.TO and Enbridge, ENB.TO in the first half of the month. I'm expecting decent "Beat" results and I'll be looking over the reports plus the future plans for the companies.

Next to Banks and Pipelines, power and energy producers or utilities Are high on my invested and interest list. On the Watchlist, I've had Brookfield Renewable parked there for awhile and keeping track of it with news and stats. The company provides sources of power not only in North America but internationally. 

With recent news, it's time to move it from the Watchlist to the Portfolio with an invest. Westinghouse Electric Co. in the US has the task of building 8 nuclear reactors with 80 billion earmarked for the contract and Brookfield Renewable Partners LP, BEP.UN.TO has a current 11% ownership in Westinghouse according to information from a Globe and Mail article.

My interest is in the dividend and remaining sustainable with continued growth. The current yield for BEP.UN.TO is 4.9% and the dividend is paid in USD. The CAD continues to lose some ground against the USD so the conversion during payout could be more at that time. 

The ex-dividend date is on the 29th of November. I also own Brookfield Infrastructure Partners LP Units, BEP.UN. TO, which is working with some of the Tech giants on contracts for AI data centre builds.

It's good timing on the subject of Brookfield that Mike sent me a recent, The Dividend Guy newsletter with an informative and easy to understand video explaining the Brookfield empire. There are lots of investing information and ideas on his site worth checking out. Everything you Need to Know about Brookfield

Mid month, I'll be thinking about the Insurance/Financial sector in my Portfolio such as Manulife Financial, MFC.TO, Sun Life Financial, SLF.TO and Great-West Life, GWO.TO. As well as, other stocks and ETFs I fund regular.

Concluding for today, a reminder the investing topics in my Blog are for information purposes only and personal picks of mine that provide growth and income via dividends. Due diligence should be used if investing in any of the stocks I write about and consider the risk factor involved.