TC Energy: why I bought the dip - [EP. 52]

Newcomer Investor - Un pódcast de Newcomer Investor

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Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠[email protected]⁠ TIMESTAMPS: (000) - Intro (1:46) - Cons: CGL budget, debt, low asset sale multiple, & unfavourable macro environment (4:47) - Pros: Moat, long-life assets, LNG role in climate transition, stable and predictable revenues, asset recycling track record, Liquids Spinoff (11:27) - Closing thoughts - What I am doing with my TC Energy position (13:28) - I sold more of my Power Corporation position (16:00) - Brookfield update

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