Q: I have BEP.UN at 1% of my total portfolio, H at 3%, EMA at 3% and FTS at 4.5%. I feel If one is to be sold to reduce holdings, I feel EMA offers the least growth potential / stability. Your thoughts are very much appreciated

Q: Our current Utilities holdings are BEP.UN, BIP.UN, CPX and FTS. We are overweight on each (compared to our other holdings). I'm comfortable with these companies and had been comfortable with the weightings, however we recently added BAM to our Financials for diversification (by trimming our CDN Bank exposure).

I'm currently thinking of adding another Utility, in part to reduce our overall Brookfield Exposure and to bring each of our utility holdings closer to "equal weight".

I'm not looking to add a covered call position or utility etf. (We already have full positions in PPL & ENB). We are retired and can be characterized as income investors.

Based on current market conditions, and our other utility holdings, which 2-3 companies (other than BIP, BEP, CPX and FTS) would you recommend for income and modest growth and why? Is there any one Utility company that you feel is currently the most attractive?

Q: Hello Team,
Which of these two companies would you prefer for total return going over the next three to five years, both capital gain and dividend. What expectation on each for total return?
Thanks,
Barry