Q: You hold PKI.ca in the Income Portfolio and ATD in the Balanced Portfolio.
PKI has a higher dividend.
Is there an issue holding both in the same account? Is there any overlap?
Bob
PKI has a higher dividend.
Is there an issue holding both in the same account? Is there any overlap?
Bob
5i Research Answer:
There is some overlap in the gas station/convenience business, but far less in terms of geographic exposure. We would be OK owning both. The majority of ATD's business is in the US and Europe, and it has no direct fuel wholesale business as PKI does.