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: This stock has seen a consistent decrease over the past while in an environment where energy / utilities have rallied and when HALO stocks have gained traction.

Is there something missing as it seems TA has solid growth for a utility and is based in a province where energy abundance + population growth + favorable government + data center opportunities + Brookfield ownership / partnership all seem to be favorable tailwinds.

Am I missing something as this seems to be a good idea for growth and was recently on the Best Stock Idea list.

Q: Is this a good time for Brookfield to takeover TA?