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  5. BIP.UN: My utilities holdings include BIP. [Brookfield Infrastructure Partners L.P.]
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Q: My utilities holdings include BIP.UN (3.9% of total equity), H (2.1%) and FTS (1.9%). Considering the momentum of CPX and its higher dividend than either H or FTS, what would your thoughts be about the idea of selling both H and FTS to buy CPX? Seems to present more growth potential and higher dividend. My thanks.
Asked by David C. on November 25, 2024
5i Research Answer:

CPX is certainly outperforming the others. It also has a lower valuation. While it is much smaller and thus riskier, we could live with this trade, providing an investor is OK with a more concentrated sector position, is OK with a smaller company, and taxes do not apply on any sales. 

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