- Fortis Inc. (FTS)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi Team - for my RRSP I have cash for a full position, or 2 partials, and based on portfolio analyzer I am under weight on Utilities and Consumer Defensive. Are conditions decent to enter those areas now, and what would be your top 3 in each area. Bonus points for options that increase global exposure since I’m also needed some international exposure.
5i Research Answer:
Utilities: FTS, BEPC, H
Consumer defensive: ATD, L, MRU
Both ATD and BEPC have significant international exposure in their respective businesses.