For those interestedMany of you know my largest position is ALA and I am comfortable that this atock will advance this year. However given the quality of FTS and how it has "guaranteed" - let's say projected 5% per year dividend increases until 2025 and how it should benefit from the changes to renewable electricity generation over time AND especially as its stock price is very low compared to historical,
I think its overall return this year will/may be higher than ALA's total return. Consequently I am shifting out of about 20% of my ALA and moving it over to FTS - have just done so.
Further ATD.B looks likea good time to add given a few uncertainties that this best run company has created. Not a big dividend player but good growth fro those looking for safe diversification.
Given my historical timing ALA will probably soar!! LOL