RE: Compare Brookfield Renewable & Transal There is a fix coming for TA ...and it's called getting bought out cheap - there is still a consolidation process in play here for all utilities...and TA will very likely get taken out - at what price who knows. I like CPA too and CPX before it got taken out by Atlantic Power ATP, or is that the other way around ( owned both way back) any way it was EPCOR orginally ... they paid a very good dividend.
There are lots of great utilities to buy - If you have TA and it's still paying a not bad dividend - hang on to until it gets taken out. If you are not sure TA can keep paying it's dividend - fine, sell it - take the hit and find something else.
However, I don't see TA not being able to keep the dividend - even with present management - but usually when you have weak management and temporary weak results - and a weakening markets with lots of cheap money out there - that's when M & A take place.
I was on holidays not following the market, or boards much lately - I'll be back in the market MAYBE around October if it looks safe - right now I see a big sucker hole - markets UP / or Way down we'll all know by end of November.
The US and EU are far far from being fixed - lipstick on a pig -both of them.
Cheers - Good luck everyone we're going to need it.