Q: Hi Peter & 5i Team,

I'm looking at the 3 month, 6 month and year-to-date charts of BIP.UN and BEP.UN compared to their peers (EMA and FTS). What would you attribute the reasons for their underperfmance? The 3 year chart for both of these Brookfield entities isn't exactly stellar as well.

As always, your comments and insights are highly valued.

Q: What would you think about tactically moving / trimming from EMA / FTS - the more regulated utilities to ones like BIP / BEP given the big differences in performances YTD. Would you not feel that when the markets recover EMA / FTS will be used as a source of cash?

Q: Hi Peter, Ryan, and Team,

US bond yields have recently increased quite substantially due to the self-inflicted chaos caused by Trump. Canadian yields have also risen, but thankfully not as much as in the US. Even dividend payers like Fortis, Emera, and Hydro One have recently been under pressure.

Portfolio Analytics tells me that our Utilities exposure needs to be increased. Since the three stocks referenced are “on sale”, do you think that this could be an opportune time to buy some FTS, EMA, or H? We already have a large holding of FTS, but I’m intrigued by the recent momentum of Emera.

Your thoughts on this strategy will, as always, be of help as we try to navigate through this truly bizarre period.