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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,
I have two questions on my TFSA:
1) Bought ENB at around @49 back in 2018, going no where since then (other than dividends). Is it good time to trade for BEP? (ENB is currently my only stock on the fossil fuel/energy space).
2) If I buy BEP for TFSA, which one makes most sense, BEP as PEPC? US vs. Canada-listed?
Thank you for your guidance as always.
Martin
Read Answer Asked by Martin on February 10, 2021
Q: For a conservative investor, how much overlap is there in a portfolio comprised of xtr, zmi, pinc, and vrif? Thanks.
Read Answer Asked by Paul W on February 09, 2021
Q: On 01 Feb. 2021 Dow Jones Indices made changes to the S&P/TSX Canadian Dividend Aristocrats Index. CHP.UN. OR, and RNW were dropped from that index.
I own CHP.UN and RNW. Will being dropped from the index likely have any material effect on those holdings going forward?

Thank you,
IslandJohn
Read Answer Asked by John on February 08, 2021
Q: Could I have your comments on Brookfield Infrastructure and Brookfield Renewable and Brookfield Asset Management. I have held Brookfield Renewable for sometime and am happy with the results.
Read Answer Asked by Donald on February 06, 2021
Q: Hi, I currently have a BMO monthly income Mutual fund. I wish to replace it with an etf to reduce the fees. I am looking for an etf that pays monthly income, has the potential for some growth and a low mer. You have been a proponent of XTR before but would like to see if there are any others you think might be worth while. Maybe zmi. If you can suggest a canadian etf and an international etf that has some good diversification in different sectors.
Thanks
Read Answer Asked by pietro on February 05, 2021
Q: I hold both BEPC and BEP.UN in my RRSP, should I consolidate these 2? If yes which one should I sell, looking more for growth vs income?
Thx
Nancy
Read Answer Asked by Nancy on February 04, 2021
Q: ENB and TRP comprise 100% of my energy exposure and about 4% of my portfolio. I am looking to reduce my exposure to ENB but find it hard to sell a stock that seems quite undervalued. Part of my concern is that I will be selling at the same time as all the ESG sensitive fund managers and sovereign wealth funds who are reducing holdings in anything related to “fossil fuels”. So a part of me says “be patient” because ENB could easily hit $50 by the end of the year when more of the pandemic is in the rear view mirror. Would you sell now or wait?

With the proceeds, I am looking to buy something with more growth, perhaps REAL which seems value priced right now, or SYZ which pays a decent dividend. Which of these two would give a better total return over the next ten years compared to ENB? Or would you even say “ignore the noise and stick with ENB because it’s a stronger blue chip company longer term”?
Read Answer Asked by David on February 04, 2021
Q: Can I have your thoughts and analysis on these two Brookfield company's recently announced earnings. Thank You.
Read Answer Asked by Brian on February 04, 2021
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