Equity-income roundtable: Part 3

Managers insist on strong balance sheets for their energy holdings.

Sonita Horvitch 22 January, 2016 | 6:00PM

Editor's note: Amid the backdrop of a Canadian bear market, this week's coverage of Morningstar's equity-income roundtable concludes today with the managers discussing their holdings in the battered energy sector, and in the defensive utilities and telecommunications sectors.

The panellists:

Peter Frost, senior vice-president and portfolio manager at AGF Investments Inc. His responsibilities include two income-oriented balanced funds: AGF Monthly High Income and AGF Traditional Income.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
AltaGas Ltd22.45 CAD-0.13
ARC Resources Ltd6.82 CAD-4.35
BCE Inc64.47 CAD-0.62
Bonterra Energy Corp3.04 CAD-5.00
Brookfield Infrastructure Partners LP73.26 CAD-1.80
Brookfield Renewable Partners LP56.35 USD-0.42
Canadian Natural Resources Ltd39.81 CAD-1.58
Canadian Utilities Ltd A non-voting42.49 CAD0.59
Cenovus Energy Inc11.95 CAD-2.29
Corus Entertainment Inc Class B4.64 CAD-5.11
Crescent Point Energy Corp4.21 CAD-2.77
Emera Inc60.58 CAD1.07
Enbridge Inc55.31 CAD-0.18
Fortis Inc58.45 CAD0.19
Hydro One Ltd29.18 CAD0.62
Keyera Corp36.19 CAD0.03
Mullen Group Ltd9.19 CAD-0.65
Northland Power Inc32.20 CAD0.25
Pembina Pipeline Corp53.10 CAD-0.23
Rogers Communications Inc Class B65.02 CAD-1.48
Schlumberger Ltd33.39 USD-1.30
Shaw Communications Inc Class B25.49 CAD-0.97
Shawcor Ltd Class A10.83 CAD-2.96
Suncor Energy Inc40.18 CAD-0.69
TC Energy Corp75.88 CAD-0.24
TELUS Corp51.88 CAD-0.25
Vermilion Energy Inc18.94 CAD-1.81
Whitecap Resources Inc4.81 CAD-1.03

About Author

Sonita Horvitch

Sonita Horvitch