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Fortis Inc. (FTS)
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Emera Incorporated (EMA)
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Hydro One Limited (H)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi
Accumulated these utilities as part of my non-correlated asset mix. BEPC has been the worst performer. Down 16%. Hydro One is the best performer so far. Up 6%. EMA/FTS are nearly neutral.
I followed your pragmatic and practical suggestions and took only a partial position in each of these stocks.
Time to add ? In what order would you add? My plan is to add equal amounts.
Many thanks.
Accumulated these utilities as part of my non-correlated asset mix. BEPC has been the worst performer. Down 16%. Hydro One is the best performer so far. Up 6%. EMA/FTS are nearly neutral.
I followed your pragmatic and practical suggestions and took only a partial position in each of these stocks.
Time to add ? In what order would you add? My plan is to add equal amounts.
Many thanks.
5i Research Answer:
We would be OK slowly adding. Lower rates should help group valuations. We would add in this order: FTS, BEPC, H, EMA.