Mega Projects for September, 2025

 

The first mega projects across Canada have been fast tracked by Prime Minister, Mark Carney for eventually exporting more natural resources to Asia and Europe and lesson the dependence on the United States although oil flows south to the US to near capacity in pipelines where the President wants more oil pumped and less "green" type energy sources like offshore wind projects.

What comes to my mind is pondering about the companies which will benefit from Canada's push for future development and there have been articles published about that recently. 

In a recent Globe and Mail post, energy and power/utility companies came up with names like Trans Canada or TC Energy, TRP.TO which is on my list to further buy before the ex-dividend date of the 29th of September. ATCO, which is diversified into power and natural gas. ACO-X.TO.

Of the four companies highlighted, Emera, EMA.TO and Hydro One, H.TO powering Ontario are also expected to benefit. First on the agenda with getting finances and interest rates ironed out, Nova Scotia has plans to build offshore Wind Farms that could help power the Atlantic Provinces and beyond where Hydro One comes into it, building transmission lines. However, that massive project is still in it's infancy and details need to be worked out to make it less expensive for all, targeting the 2030 decade.

                           Canada’s first four offshore wind energy areas (Province of Nova Scotia)

Currently, I own TRP and EMA for the long term. I'm going to add Canadian Natural Resources to that Globe and Mail list. CNQ.TO has assets in Canada and internationally. The 92 billion dollar energy company has a current yield of 5.44% and a dividend payout ratio of 60% with an ex-dividend date falling on the 19 of September, 2025. 

I find all this energy and power build up interesting, although these projects will take years to develop. What additional companies will come into the mix that payout decent dividends? Time will tell. The Feds also want a pipeline from Alberta, through Northern BC to feed shipping ports that have been built with expansions in the works. No company has an interest in building that pipeline so far.

Popular stocks that come up a lot that I have earmarked for buying before months end for September are Capital Power Corporation, CPX.TO and Power Corporation of Canada, POW.TO.

It's wise to check Graham numbers and many a stock are overvalued currently, with some reaching yearly highs. Hold or further buy I think about but I forge ahead with the over-valued stocks I own on a dollar-cost-averaging approach. There will always be fluctuations, highs and lows in future years while I accumulate more shares for the dividends, which tends to further drive the stock price up on average across the portfolio, especially with companies and banks increasing their dividends yearly. 

Looking ahead to October, it's one of those slower months of the year for my portfolio so I'll be buying additional ETFs to boost the income. Meanwhile, I'm thinking Bank of Nova Scotia, BNS, which had an improved recent quarterly report and TD Bank, TD.TO in the early days of October.

An Update for the BTSX in September 2025

 

It's September 2025 and it's shaping up to be a busy month keeping track of ex-dividend dates for the stocks I hold. 

It's also a relief for me getting away from the dry and humid August this year causing a lot of fires and upsetting people's lives that have had to and continue to be, temporarily relocated where fires will burn probably through September in many areas across Canada.

I subscribed to Financial Independence Hub where there are some interesting articles from various authors that come into my inbox daily. 

A recent article is from Frugal Trader which got my attention where I have a similar interest but I haven't seen the Dogs of the TSX Dividend Stock Picks ... related to the Beat the TSX portfolio before. 

Frugal Trader has a popular blog and is on my Fav Blogs List in the right sidebar called Million Dollar Journey  I went to his article on his blog dated August 15, 2025. A recommended read if your into individual stock holdings for the long term where ETFs are more highlighted these days.

For the Dogs of the TSX or BTSX portfolio, here are the 10 holdings for 2025 by highest yield in the TSX at the time of the selection, I own 9 out of the 10 stocks where I sold BCE before the dividend cut and have T.TO, Telus on a possible sell for now where the yield is high at a current yield of 7.36% although Telus gained 17%, year to date.

With an average yield of 6.5%

1. Enbridge (ENB)
2. BCE (BCE)
3. TC Energy Corp (TRP)
4. Canadian Natural Resources (CNQ)
5. Bank of Nova Scotia (BNS)
6. Telus (T)
7. Pembina Pipeline (PPL)
8. Emera (EMA)
9. TD Bank (TD)
10. Power Corp (POW)

From that list T.TO has an ex-dividend date of September 10th but I'm holding for now and may sell the stock mid month. I'm unsure at this time where expansion into Quebec and East may be coming causing complaints from the Telecos in the related provinces but will bring on more customers/subscribers.

This week with an ex-dividend date of September 4th, I'll add to Suncor Energy, SU.TO among the top Big Oil companies in Canada working the tar/oil sands of Alberta with a yield of 4%. 

The Autonomous Haulage System (AHS) used in the Suncor fleet is exactly what you’d imagine — a technology that allows driverless trucks to transport mining materials around a site using GPS, wireless/LTE communication and perceptive technologies. But these aren’t your average self-driving vehicles. The ultra-class haul trucks, which weigh about two-and-a-half times the weight of a typical single-storey house, are some of the largest self-driving vehicles in the world and operate around the clock.

Pembina Pipelines, PPL.TO and Canadian Natural Resources, CNQ.TO are on my list to further buy before September 15th.

With the US focusing more on oil than alternative/renewable energy sources and Asia also into Natural Gas, that agenda should be more profitable for the energy companies I own. Time will tell.

In the second half of September; Power Corp, TC Energy Corp, SOBO (South Bow Corporation), Capital Power and CIBC bank come to mind for further buying and looking at the Graham Numbers for valuation. 

The Big 5 Banks in Canada came across with great quarterly reports and that will be more in focus for me in October for further pre ex-dividend date buying. Meanwhile the bank numbers are boosting ETFs like ZEB, BMO Equal Weight Banks Index ETF. I concentrate more on the covered call version, ZWB of which ZEB is a top holding.

Holding individual stocks, I look for yearly dividend increases and capital gains as TSX index reaches new highs so far in 2025. Buying on commission free sites like Wealthsimple and TD Easy Trade, there are no MER fees like the majority of ETFs out there although competition is bringing those management fees down some. Keeping fees to zero or a minimum means more money in the portfolio going forward.