South Bow

Infrastructure portfolio remained flat in Q4 but achieved its strongest calendar year in three years, outperforming its benchmark. Rising interest rates impacted REITs and utilities, while natural gas pipelines benefited from data center and AI trends. Over 80% of portfolio holdings increased dividends annually over the past 5 years, surpassing the large-cap dividend-paying universe.» Mehr auf seekingalpha.com

Inflation erodes purchasing power, making it crucial to invest in equities, which historically outperform cash over the long term despite volatility. My thesis is that inflation will stay "higher for longer" due to factors like energy costs, labor market tightness, and deglobalization. To combat inflation, I recommend investing in sectors with strong pricing power like energy and real estate, which have historically outperformed during inflationary periods.» Mehr auf seekingalpha.com

South Bow Corporation is well-equipped to handle potential U.S./Canada tariffs due to its critical role in transporting Canadian heavy crude to U.S. refineries. The company owns nearly 5,000km of pipelines and 7.6M barrels of oil storage, with the Keystone Pipeline system being its main asset. Despite tariff concerns, South Bow's shares remain attractively valued, trading at less than 8x forward FFO with a 12.5% cash flow yield.» Mehr auf seekingalpha.com