Chris Blumas' Top Picks: April 20, 2023 - BNN Bloomberg

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Chris Blumas' Top Picks: April 20, 2023 - BNN Bloomberg
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TopPicks from Chris Blumas, portfolio manager, Raymond James Investment Counsel

Chris Blumas, portfolio manager at Raymond James Investment Counsel Ltd., discusses his top picks: Enbridge, Abbott Labs, and TD Bank.Enbridge is a North American-focused energy infrastructure company with a lower-risk business model. The company has low commodity price exposure, strong contracts, good asset diversification, and low counterparty risk. During prior energy price corrections, Enbridge produced strong operating performance and continued to grow its cash flow.

Last year, this business accounted for more than 80 per cent of Abbott’s operating profit. Abbott is currently working through a decline in demand for pandemic-related diagnostic equipment. However, the company has a strong product portfolio that should help to drive organic growth over the medium term. The shares currently trade at 23x forward earnings and have a trailing free cash flow yield of four per cent.TD is a retail-focused North American bank.

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