Research Roundup: RBC analyst provides praise and top picks in regulated utilities sector
RBC Capital Markets analyst Maurice Choy has praised Canadian regulated utilities for their consistent low-risk profits and strategic growth initiatives. He highlighted top picks in the sector, including Brookfield Infrastructure, AltaGas, and Emera, while noting the importance of affordability for stakeholders. Additionally, the article discusses the changing dynamics of the Canadian dollar, with gold becoming a more significant driver than oil in recent months.
- ▪Maurice Choy from RBC Capital Markets commended Canadian regulated utilities for their steady profits and strategic priorities.
- ▪Choy identified Brookfield Infrastructure, AltaGas, and Emera as top stock picks in the regulated utilities sector.
- ▪National Bank economist Stefan Marion noted that gold is currently a more significant driver of the Canadian dollar than oil.
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ShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott BarlowUtilitiesRBC Capital Markets analyst Maurice Choy applauds domestic regulated utilities for providing steady, low-risk profits and provides top picks in the sector,“As the world continues to evolve, we like that the Canadian Regulated Utilities have continued to deliver on their strategic priorities, as evidenced by the Q1/26 results, the reaffirmation of their multi-year capex plans, and the maintenance of key growth themes. Indeed, affordability remains top of mind for many (if not all) stakeholders, and we remain wary of rate cases that are either outstanding or scheduled to be filed this year.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at The Globe and Mail.