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NFI Group Inc. (NFI $18.44)
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Avigilon Corporation (AVO $26.98)
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Brookfield Infrastructure Partners L.P. (BIP.UN $41.79)
Q: I have a portfolio modeled after your balanced portfolio with a few additions/ substitutions from the growth portfolio. My wife holds BIP.UN in a taxable account where it may be suitable to take profits this year rather than in the future. Would you sell and replace with either AVO or NFI at the current time? I guess I am asking if you expect more growth from AVO/NFI than BIP going forward. Thanks