February 2026 and Two Portfolio Additions

 

Bitter cold temperatures at times and consecutive weekend snow storms ending January have me looking forward to spring. February is usually the worst of the winters in these parts on the Atlantic coastline.

Meanwhile, I'm looking ahead to buying and adding another two stocks to my portfolio in February and looking ahead to March.

Looking at the Graham Numbers for Enbridge, ENB.TO and Fortis, FTS.TO with ex-dividend dates on February 17th, be aware both stocks are overvalued but producing capital gains and dividends. ENB.TO has a 3% increase for it's next dividend payout with a yield over 5% and FTS increased their dividend in November, 2024 by 4% with a yield of 3.5% and a 51 year streak.

I looked over last weeks earning reports for both Brookfield Infrastructure LP, BIP.UN and Brookfield Renewable Energy Partners LP, BEP.UN. Both had good reports with Brookfiled Renewable BEP.UN reporting record revenue. 

Both companies have their tentacles in new contracts, partnerships and buyouts with the more notable in the news wires these days ... the AI build outs, Nuclear Power and have assets internationally.

I currently own BIP.UN and will add BEP.UN before the 27th of February ex-dividend date. BEP.UN increased it's distribution paid in US dollars by 5% with a yield of 5.5%.

Brookfield Infrastructure, BIP.UN increased the distribution by 6% with a yield of 5%.

Brookfield looks complicated and confusing with all it's spin offs but keen managements know how to make money while I currently concentrate on their infrastructure and renewable branches. 

In the second half of February, my Financial Insurance companies have ex-dividend dates and they all performed well in 2025. I'm looking forward to the same in 2026 however no one knows with the Markets, just a lot of predictions by analysts and the growing reliance on AI researching past history. 

In March, I plan to add another Financial Insurance related company called Sagicor Financial Company, SFC.TO being undervalued and looking for gains with the current 3.9% yield, with a 12.5% increase to their dividend. SFC.TO will be research for the second half of March.

There's been a lot of stock market turmoil since the start of the year with daily US political news weighing and other factors. There will probably be another 3 years of this noise and depends who the next President of the US will be. I'm accustomed to the lows and highs that follow by now and continue with my long term investing plan.