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Brookfield Renewable Partners L.P. (BEP.UN)
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ATCO Ltd. Class I Non-voting Shares (ACO.X)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: What would account for ATCO's lackluster performance over the last 10 years? Lumpy earnings? The chart looks quite good in the years prior to 2012, and the dividend appears to have been raised fairly regularly.
As a retired dividend stock investor, I am interested in it's diversification. I do have exposure to the Brookfields, but do you think there is enough difference between ATCO and BIP/BEP to warrant an investment in this company?
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Fortis Inc. (FTS)
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Algonquin Power & Utilities Corp. (AQN)
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ATCO Ltd. Class I Non-voting Shares (ACO.X)
Q: Hi, There seems to be a systematic decline in equity values, for past two days, in sectors like Utilities and Telcos, which are considered proxy to bonds, due to their higher yields. They held on better than the market, in general, during past few months. Do you think, the fear of rising rates has finally caught up with these sectors and these stocks might come under pressure, even more, in near term, as Fed and BOC continue with their plans to hike interest rates. What's your advice ? We have about 10% weighting in each of the two sectors. Thank You
Read Answer Asked by rajeev on June 15, 2022Q: Could you explain the divergence in stock price between these two classes of Atco? According to the Globe, Y is up 9% over 52 weeks, while X is only up 5. YTD, X is up 7.31% while Y is up 15.56%. In the last 5 days X is down 4.2% while Y is up 9.81%
Read Answer Asked by John on June 02, 2022