RE:RE:ThoughtsAll the PLL deals are for failed projects whicj means they are all just proxy Nationalizations funded by govt - most likely the infrastructure fund that's also a failure. No privatly funded corp would go after any of this junk at even $0.20 on the dollar. If one likes nationalized assets operated by proxy private entities, lime 25% of Canadian business now, it's a medium risk especially when same govts are attacking Canadian energy, probably just to buy it on the cheap. If you believe in private enterprise just follow the smart foreign money out of Canada to LatAM, Africa, Asia where they've all gone after dumping intra high risk Canadians energy and infrastructure.
Rakaposhi wrote: Fantome wrote:
In my experience..either is a winning strategy and it is very difficult to say right now which one is the better option. and the difference between the two strategies is probably not that significant
My thoughts exactly and as such have been easing out of IPL and into PPL. The one immediate difference is that you get the increased dividend in July and onwards, versus having to wait till the deal closes. I am not sure if the TMX news is a good thing at this point. I hope PPL does not overextend itself like ALA did in 2017-18