Equity-income roundtable: Part 2

Defensive stocks look expensive, managers say.

Sonita Horvitch 21 January, 2015 | 6:00PM

Editor's note: In today's part two of our equity-income roundtable series, the managers discuss the valuations of Canadian stocks in defensive sectors, and why they haven't abandoned energy stocks.

The panellists:

Michele Robitaille, managing director and equity-income specialist at Guardian LP, a sub-advisor to the BMO family of funds. The Guardian equity team's mandates include BMO Growth & Income and BMO Monthly High Income II.

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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
Baytex Energy Corp1.47 CAD-2.00
Bonterra Energy Corp3.04 CAD-5.00
Calfrac Well Services Ltd0.85 CAD-2.30
Canadian Natural Resources Ltd39.81 CAD-1.58
Enbridge Inc55.31 CAD-0.18
Keyera Corp36.19 CAD0.03
Pembina Pipeline Corp53.10 CAD-0.23
Rogers Communications Inc Class B65.02 CAD-1.48
Suncor Energy Inc40.18 CAD-0.69
TC Energy Corp75.88 CAD-0.24
TELUS Corp51.88 CAD-0.25
Trican Well Service Ltd0.95 CAD-3.06
Vermilion Energy Inc18.94 CAD-1.81

About Author

Sonita Horvitch

Sonita Horvitch