Q: Having held FTS approx. 10 years I have enjoyed the total return. Now looking (in a well diversified RIF) at taking the gains and redeploying into CNR for some yield but predominantly capital gain over the next 3 to 5 years to bolster portfolio size due to increasing req. withdrawals (also own TFI and looking for similar upside on this). Thoughts?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Toronto-Dominion Bank (The) (TD $100.09)
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Bank of Nova Scotia (The) (BNS $76.53)
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Canadian Natural Resources Limited (CNQ $42.72)
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Sun Life Financial Inc. (SLF $83.33)
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Constellation Software Inc. (CSU $4,718.31)
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Intact Financial Corporation (IFC $283.07)
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Fortis Inc. (FTS $68.79)
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Descartes Systems Group Inc. (The) (DSG $144.17)
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Toromont Industries Ltd. (TIH $140.49)
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Hydro One Limited (H $49.66)
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EQB Inc. (EQB $102.85)
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Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
Q: What are your top highest conviction stocks right now for compound growth over next five years?
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Enbridge Inc. (ENB $63.73)
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Fortis Inc. (FTS $68.79)
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Tourmaline Oil Corp. (TOU $57.61)
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Aritzia Inc. Subordinate Voting Shares (ATZ $73.61)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $25.83)
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Fairfax India Holdings Corp (FFXDF $18.77)
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Boyd Group Services Inc. (BYD $189.18)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
Q: hi group please see attached lists of my \TSFA holdings in what order would you add to them or is there a better stock picks you would recommend instead Maybe 3 suggestions. thanks
ps how much cash are you recommending we hold thru these turbulent times as well as the market being way oversold (gold/metals and Tech seem to me the leaders
ps how much cash are you recommending we hold thru these turbulent times as well as the market being way oversold (gold/metals and Tech seem to me the leaders
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Tractor Supply Company (TSCO $57.63)
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Texas Instruments Incorporated (TXN $180.86)
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Toronto-Dominion Bank (The) (TD $100.09)
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Canadian Natural Resources Limited (CNQ $42.72)
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Sun Life Financial Inc. (SLF $83.33)
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Fortis Inc. (FTS $68.79)
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Southern Copper Corporation (SCCO $91.66)
Q: Hi Team,
I went looking through the questions and couldn’t find one like this. I am not looking for personal advice but the context is that I am closer to winding down the working years and am trying to build some income into the portfolio through dividend growers.
What would be your top seven dividend growers in both the US and Canada where the starting dividend is at least 1.5% indicating that management sees the dividend as a meaningful part of its capital allocation strategy? Obviously, I would prefer some sector diversification as well.
Please feel free to deduct as many questions as you deem appropriate.
Thanks for the great help!
I went looking through the questions and couldn’t find one like this. I am not looking for personal advice but the context is that I am closer to winding down the working years and am trying to build some income into the portfolio through dividend growers.
What would be your top seven dividend growers in both the US and Canada where the starting dividend is at least 1.5% indicating that management sees the dividend as a meaningful part of its capital allocation strategy? Obviously, I would prefer some sector diversification as well.
Please feel free to deduct as many questions as you deem appropriate.
Thanks for the great help!
Q: Hi, I have CPX and have considered switching in the past to FTS or H , because of your ranking. However in the last 5 years it has doubled in price and has a great dividend. Hydro One seems to be keeping pace but has a much lower dividend. Just wondering what I’m missing and would you be more comfortable with a switch to H or FTS. Thanks
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Toronto-Dominion Bank (The) (TD $100.09)
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Sun Life Financial Inc. (SLF $83.33)
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TELUS Corporation (T $21.54)
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Fortis Inc. (FTS $68.79)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $53.03)
Q: Hi, can you rank these stocks for best to worst expected total return over the next 3 years in a non-registered account. Also, rank them for the lowest to highest risk.
Thanks for the great service!
Thanks for the great service!
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Toronto-Dominion Bank (The) (TD $100.09)
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Bank of Nova Scotia (The) (BNS $76.53)
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Enbridge Inc. (ENB $63.73)
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Canadian Natural Resources Limited (CNQ $42.72)
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Sun Life Financial Inc. (SLF $83.33)
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Fortis Inc. (FTS $68.79)
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North West Company Inc. (The) (NWC $47.19)
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Russel Metals Inc. (RUS $43.73)
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Leon's Furniture Limited (LNF $27.39)
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Hydro One Limited (H $49.66)
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.51)
Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.
Thanks
Thanks
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NextEra Energy Inc. (NEE $70.40)
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Fortis Inc. (FTS $68.79)
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Capital Power Corporation (CPX $56.51)
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Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
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Hydro One Limited (H $49.66)
Q: Currently I hold Fortis (FTS), Hydro One (H), NextEra (NEE), and Brookfield Infrastructure (BIP.UN) in the utilities space. I have been thinking of adding Capital Power (CPX). Could you please rank the five in terms of best overall expected return over the next few years? Would you consolidate any? Thank you.
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Ecolab Inc. (ECL $261.01)
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NextEra Energy Inc. (NEE $70.40)
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Fortis Inc. (FTS $68.79)
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Agnico Eagle Mines Limited (AEM $172.74)
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Hydro One Limited (H $49.66)
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Linde plc (LIN $459.41)
Q: Based on your reply to my last post, can you name 2-3 utilities and 2-3 material investments worth looking into regardless of location (US/CAN/Other).
Thank you for the incredible insights. Have a great day!
Thank you for the incredible insights. Have a great day!
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Canadian National Railway Company (CNR $128.04)
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Enbridge Inc. (ENB $63.73)
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TC Energy Corporation (TRP $66.76)
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Fortis Inc. (FTS $68.79)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $38.73)
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Algonquin Power & Utilities Corp. (AQN $8.14)
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Aecon Group Inc. (ARE $19.34)
Q: With the passage of bill C-5, many expect projects regarding roads, electric grids, pipelines and railways, will be expedited. Could you pls comment on the following companies, if they stand to benefit and would you recommend investing in each
Q: May I have your opinion of best Canadian utility stock for long term hold? Thanks
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Royal Bank of Canada (RY $177.48)
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Toronto-Dominion Bank (The) (TD $100.09)
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Enbridge Inc. (ENB $63.73)
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Manulife Financial Corporation (MFC $42.02)
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Fortis Inc. (FTS $68.79)
Q: Senior, in 80's, have full positions in these 5 dividend paying stocks already, and have cash to invest in another 5. Suggestions please for safety first. Don't need the income; reinvesting all dividends. thanks for your help.
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Toronto-Dominion Bank (The) (TD $100.09)
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Enbridge Inc. (ENB $63.73)
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Canadian Natural Resources Limited (CNQ $42.72)
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Fortis Inc. (FTS $68.79)
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Celestica Inc. (CLS $268.85)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
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goeasy Ltd. (GSY $181.31)
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EQB Inc. (EQB $102.85)
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Nutrien Ltd. (NTR $80.77)
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Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
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Nvidia CDR (CAD Hedged) (NVDA $39.92)
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Alphabet CDR (CAD Hedged) (GOOG $31.04)
Q: Hello all,
I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.
They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)
Please note, the American equities would be CDRs and hedged.
Here are my questions:
What entry point/range would you be comfortable buying any of these securities listed?
Do you recommend half positions in any of them at this time? Please list.
Taking into account the time frame, are there any companies you would recommend not buying?
Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?
Please mention if there are other securities that might be better in satisfying the stated objective.
Do you forsee any problems with this approach and do you recommend something else to help offset anything?
I know that you don't have a crystal ball but your opinion is appreciated.
Please take as many credits as required.
Respectfully,
Arturo
I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.
They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)
Please note, the American equities would be CDRs and hedged.
Here are my questions:
What entry point/range would you be comfortable buying any of these securities listed?
Do you recommend half positions in any of them at this time? Please list.
Taking into account the time frame, are there any companies you would recommend not buying?
Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?
Please mention if there are other securities that might be better in satisfying the stated objective.
Do you forsee any problems with this approach and do you recommend something else to help offset anything?
I know that you don't have a crystal ball but your opinion is appreciated.
Please take as many credits as required.
Respectfully,
Arturo
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JPMorgan Chase & Co. (JPM $289.37)
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Altria Group Inc. (MO $61.78)
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Procter & Gamble Company (The) (PG $150.65)
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Prudential Financial Inc. (PRU $100.71)
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Williams Companies Inc. (The) (WMB $60.27)
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Enbridge Inc. (ENB $63.73)
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Fortis Inc. (FTS $68.79)
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Pembina Pipeline Corporation (PPL $51.32)
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Propel Holdings Inc. (PRL $34.65)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
Q: What are your top suggestions for the best positioned Canadian and US dividend paying stocks where dividend is safe and where the stocks have some potential for growth? Thank you.
Q: I'm looking to add a clear energy company and utility to my portfolio. I'm looking for compounding growth and open to Canada and the US. Please rank the following: Fortis, Emera, Canadian Power Corp and GE Vernova Inc. Also, if GE Vernova is an option, is there a prefered between the Canadian or US corps as I see listed on both.
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Royal Bank of Canada (RY $177.48)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,401.82)
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Fortis Inc. (FTS $68.79)
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Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.53)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $32.19)
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Sonida Senior Living Inc Com (New) (CSU)
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Enbridge Inc (ENB $46.20)
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Lumine Group Inc. (LMN $52.11)
Q: I have above stocks in my RRSP I like to drop FFH and trim CSU LMN (i'm up 150% on both), like to add AD.UN DIR.UN or T, trying to increase my income as I'm retired, the idea is to preserve capital, is it a good time to add this new stocks ? thanks
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Toronto-Dominion Bank (The) (TD $100.09)
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Bank of Nova Scotia (The) (BNS $76.53)
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Canadian National Railway Company (CNR $128.04)
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Bank of Montreal (BMO $152.92)
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Fortis Inc. (FTS $68.79)
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First Capital Realty Inc. (FCR)
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Lumine Group Inc. (LMN $52.11)
Q: Hi Peter, I would like to get your opinion regarding a TFSA income portfolio with a bit of growth coming from Lumine. Can you give me your thoughts on dividend safety and dividend growth of the following. The objective is to use income in retirement and have a bit of growth. Dividends have been targeted at 4-5% as an average.
thank you in advance
thank you in advance
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Fortis Inc. (FTS $68.79)
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Brookfield Renewable Partners L.P. (BEP.UN $35.65)
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Emera Incorporated (EMA $64.50)
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Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
Q: Hi Peter & 5i Team,
I'm looking at the 3 month, 6 month and year-to-date charts of BIP.UN and BEP.UN compared to their peers (EMA and FTS). What would you attribute the reasons for their underperfmance? The 3 year chart for both of these Brookfield entities isn't exactly stellar as well.
As always, your comments and insights are highly valued.
I'm looking at the 3 month, 6 month and year-to-date charts of BIP.UN and BEP.UN compared to their peers (EMA and FTS). What would you attribute the reasons for their underperfmance? The 3 year chart for both of these Brookfield entities isn't exactly stellar as well.
As always, your comments and insights are highly valued.
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Fortis Inc. (FTS $68.79)
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Capital Power Corporation (CPX $56.51)
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BMO Equal Weight Utilities Index ETF (ZUT $24.57)
Q: Does the combination of its recent stock price declines and today's apparent negative reaction to CPX's acquisiton provide an attractive entry point?
If not at the current price, is there a price you would consider attractive or would you prefer FTS, other utilities or an ETF?
Thanks
If not at the current price, is there a price you would consider attractive or would you prefer FTS, other utilities or an ETF?
Thanks
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Fortis Inc. (FTS $68.79)
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Brookfield Renewable Partners L.P. (BEP.UN $35.65)
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Emera Incorporated (EMA $64.50)
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Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
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?