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Pembina Pipeline Corporation (PPL)
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Algonquin Power & Utilities Corp. (AQN)
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Northland Power Inc. (NPI)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Boralex Inc. Class A Shares (BLX)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Retired, dividend-income investor. Following up on your answer to my earlier question. I hold AQN in an RRSP and am considering replacing it. You suggested the following stocks = PPL, NPI, BEPC, BIP.UN, BLX
I have researched their metrics (P/E, Beta, P/B, P/CF, P/S, ROE, Payout, Market Cap) and technicals. My ranking, based on a desired conservative holding, Is = PPL, NPI, BEPC, BIP.UN, BLX.
My rationale is I hold FTS, TRP and AQN representing 8.6% of my portfolio vs NNRG and NRGI at 7.3%. I am leaning towards adding a more conservative name...such as PPL.
Q#1 = Is there an overlap between TRP and PPL, to the point that I only need one? What % do each of these names have in Nat gas vs oil? I know TRP is heavier to NG, not sure about PPL.
Q#2 = based on my above notes, what would your suggested ranking be?
Thanks....Steve
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: WHAT ARE THE DIFFERENCES IN ASSETS AND INCOME S0URES (RECEIVING) BETWEEN BAM AND BIP.UN.? WHAT ARE THE ASSETS OF BAM AND WHERE IS THE INCOME COMING FROM? WHAT ARE THE ASSETS OF BIP.UN AND WHERE IS THE INCOME COMING FROM? DO YOU HOLD BOTH OR NOT?
Read Answer Asked by Herbert on March 20, 2023-
Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Nutrien Ltd. (NTR)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Many companies have become addicted to low interest rates over the last decade. Assuming that interest rates stay where they are for years to come (a rate once considered somewhat "normal"), do you see any problem with any of these blue chip stocks maintaining their dividend ? I'm sure over the course of the next 5 years or so some of these companies will need to renew debt at higher rates.