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Enbridge Inc. (ENB $70.86)
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TC Energy Corporation (TRP $82.12)
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South Bow Corporation (SOBO $42.91)
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SunocoCorp LLC representing limited liability company interests (SUNC $63.73)
Q: My portfolio is overweight with ENB and TRP. Have small positions in South Bow and Suncococorp. Thinking of adding to this smaller stocks.by selling stocks in ENB and TRP. Does this sound reasonable. Thanks
5i Research Answer:
We would be OK adding to the smaller positions, but we would view ENB and TRP as "better" and safer than the others and would be less inclined to make a swap here.