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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Emera Incorporated (EMA)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: What would you think about tactically moving / trimming from EMA / FTS - the more regulated utilities to ones like BIP / BEP given the big differences in performances YTD. Would you not feel that when the markets recover EMA / FTS will be used as a source of cash?
5i Research Answer:
While this is a bit of a sector/timing call, we do not think it is that bad of an idea (if taxes...