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  5. BDGI: I hold a 2% position of BDGI in a non registered account and considering it has had a decent run lately and reached 5i price target would it be a good trade to sell and buy into BIPC and or BEPC. [Badger Infrastructure Solutions Ltd.]
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Q: I hold a 2% position of BDGI in a non registered account and considering it has had a decent run lately and reached 5i price target would it be a good trade to sell and buy into BIPC and or BEPC. I already have about a 2% position in BIPC and 1% in BIPC and collectively have about 9.4% position in the Brookfield group of companies (BAM -2.15%, BN - 4.3% BIPC -2% and BEPC -1%). I am thinking that lower interest rates would be favourable and the dividends are a good bonus. Your insight would greatly appreciated.
Francisco
Asked by Francisco on March 25, 2024
5i Research Answer:

We can't get personal but we would be OK with a switch to BIPC, considering it a better overall company in addition to having better diversification than BDGI. BDGI has performed well but is on the higher end of its historical valuation, and there is always plenty of competition within the hydrovac sector. 

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