Q: Hello 5I team:These two are held in a retirement income tfsa. SPB down 26% and Northland power down 21%.Any thoughts sell or hold or combine both into better prospects? Thanks Larry
5i Research Answer:
Neither is overly exciting but we would prefer SPB on valuation and takeover potential. That being said, we also like diversification, and we think owning both is better than doubling up on one.