Investment Q&A

Q: Have been watching signet for a few months now and it looks like it has good momentum and fundamentals. Am thinking of taking profit in Blackstone and redeploying the cash for dividends and growth. What is your assessment of SIG and would appreciate a few more names to replace BX.
Thanks as always Gary

Q: Follow closely your balanced portfolio. Thinking of selling gud for aqn. What do you think. Thanks as always. T steve

Q: Dear 5i,
I currently hold BIP in my USD account because it pays dividends in USD.
When the proposed share split is implemented;
1. What happens if one holds BIP in a USD account?
2. What happens if one holds BIP.UN in a CDN account?
3. Should I "journal" BIP to my CDN account prior to the split?
I'm afraid I didn't understand the bulletin on the Brookfield site.

thanks

Q: with maybe future rates cutes in the US is it good to keep these ?

Q: I own both of these companies. Looking to increase my exposure to renewable energy companies. Looking to the future, do you see any greater upside in share price for either one or should I just increase my investment in each one? Do you know of any other Canadian companies that are comparable or may even have more chance of increasing in value as we move forward. Both of these companies are held in my RRIF account. Thanks for your much respected advice.

Q: Can you explain a bit more about what is going to happen with the upcoming stock split? This is what I've seen so far: "Currently, unitholders are expected to receive 0.11 BIPC shares for each unit held of Brookfield Infrastructure (i.e., one BIPC class A share for every nine Brookfield Infrastructure units held) in the form of a special distribution." Also do you know when this will take place? Thanks!

Q: In January '19 I pivoted my portfolio to a defensive strategy which has let me sleep at night while returning 8.1% YTD through the end of September. But I also have kept about 30% cash in reserve. I am now doing a deep dive with a view to deploying that cash but all my defensive standbys all have sky high valuations. Thus, two questions:

1. Can you recommend any solid defensive, dividend paying stocks whose valuations are not through the roof? - I have the banks covered.

2. On a contrarian level can you recommend any energy stocks best poised to profit if/when that sector ever turns? A dividend payer is appreciated.

Thank you

Kim

Q: I would welcome your thoughts on Brookfield Global Infrastructure BGI.UN. I am considering it purely as an income play. Safety and consistency (or potential for increase) in the dividend are my only concerns with this investment. If it isn't deemed to be too risky, I might consider taking as much as a 5% position in it. If the statistics indicated on the TMX website may be relied upon, it appears to be trading at a very reasonable P/E multiple of 8 times and its price to book value of 1.018 also seems to me to indicate that one isn't paying a particularly high premium for it. I however, have no idea how someone should properly assess the value of such an investment and so I am seeking your thoughts and guidance. Thank you!

Q: AFN hit a12 month low today. at 38.97. 1. why is the share down 38 %. 2. what is the current payout ratio 3. is there any possibility of a dividend cut thanks Richard

Q: Can I have your comments and opinion on today's news that Tidewater is buying the Husky BC refinery? Sounds like a good deal to me.

Q: hi guys any reason other than close of recent purchase for a drop of this size this has been a very frustrating stock to hold thanks for answer

Q: Would this be a good time to buy TD bank ? I have most of the conservative ETF portfolio with some good dividend stocks as well.
enb, ppl, npi, atd.b, aqn,

Thanks
Carl

Q: Good morning,

Looking to establish a position, can you delineate any potential advantages or disadvantages to purchasing now or after the share split?
Thank you.

Q: Hi team,

Commissions on trades are gradually disappearing in the U.S. Do you think Canadian firms will do likewise and what impact will it have on the stock of TMX Group ? And your views on TMX now ?

Many thanks,

Jacques, Mtl

Q: Hello Team,

What is your analysis of the Sept. 30 and Oct. 2 news releases?

Thank you,

Joseph

Q: what do I need to know what LP means as an investor

Q: I have always considered invests in companies that have operations in Russia or are Russian domiciled as being too risky, but recently came across Gazprom. I would appreciate your opinion as to the risk of investing in Gazprom at this time. A perusal of a Reuters report on the company indicates that the company’s metrics look ok and it has a 25% payout ratio. If purchased it would be for income.
Thank you for considering my question

Q: What is your take of the ADT purchase? Positive for T? Accretive , etc , etc

Thanks

Sheldon

Q: You've commented favourably about LIF several times earlier this year. Since then it's dropped like a stone. Given it's record of conservative management would you still recommend it? Do you see these moves as reactions (or over reactions)to events in China as well as their trade situation with the US? My understanding is that they produce high quality pellets that command a higher price on the market. This may insulate them somewhat from global events but there may also be material supply problems like Vale resuming production in Brazil.
I'd be interested to hear your take on this. I like the way you stand by your recommendations if you still believe in them or kick them to the curb in a second if you don't.

Q: I read your update on : Fallen Momentum Stocks with Growth Potential.
Are there Sleep Well At Night companies that you would suggest to replace Valener? I m am 66 and am mostly in Banks 25%, Communication 15%, Gaz and pipelines 15%, Public services 20%.
Thanks