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North West Company Inc. (The) (NWC $46.67)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Exchange Income Corporation (EIF $65.98)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $27.58)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.86)
Q: BAM, BEP and EIF are each at about 2.7% of my total holdings. I can top up one to 5%. Which would you choose and why? And if the answer is 'none of the above', please suggest two Canadian companies with dividends >4% with some growth you would recommend, irrespective of sector. (T, NPI and SU already held and not wishing to increase my investment here at this time.) Thank you.