Q: I bought CSH.UN a couple of years ago and have been extremely disappointed. As it has been flat, many other REITs have done well, and it even lags badly behind Sienna, its competitor, since my purchase. Are you aware of any particular reason for its (relatively) poor showing? Would you suggest that a long-term investor hang in, or move on? Thanks!
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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: I am as of today down 15% with vet.with a 12% yield. My thought is that if I do not really need the tax loss and would be quite happy with a 6% yield . Can you offer an opinion on if a div. Cut is in the works that vet .with it's track record and balance sheet does not need to cut div. By more than 50% TKS. Larry
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $26.29)
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Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $34.38)
Q: What are your thoughts on these companies? Looking at investing in hard assets at this stage in the cycle. Will they hold up better in the event of a recession?
Thanks,
Jason
Thanks,
Jason
Q: What are your thoughts on Transcontinental's latest move on the selling some assets. Strategically is this the right move? Thanks.
Q: I hold BEP.UN in both my RRSP and non-registered accounts. It's having a good run and is now roughly 7.5% of my portfolio. I'm starting to think about lightening up to 5% on it even though it shows no sign of slowing down yet. The 2.5% i would sell would eliminate the holding in the RRSP to no tax consequences.
Deciding to sell a stock is always a struggle for me. Which of these options would you recommend:
Use a trailing stop loss (for the 2.5%) to protect against a hard reversal in SP and just let it ride?
or
Use near the money, 1 or 2 month covered calls on the 2.5%?
or
Sell the 2.5%.
or
Just continue to hold the 7.5%
Your advice is always appreciated.
Peter
Deciding to sell a stock is always a struggle for me. Which of these options would you recommend:
Use a trailing stop loss (for the 2.5%) to protect against a hard reversal in SP and just let it ride?
or
Use near the money, 1 or 2 month covered calls on the 2.5%?
or
Sell the 2.5%.
or
Just continue to hold the 7.5%
Your advice is always appreciated.
Peter
Q: What US Utilities do you like?
Thanks, Patrick
Thanks, Patrick
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Fortis Inc. (FTS $71.46)
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Brookfield Renewable Partners L.P. (BEP.UN $36.97)
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Algonquin Power & Utilities Corp. (AQN $8.11)
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Northland Power Inc. (NPI $24.86)
Q: I have small positions in the above,except for npi. I am considering selling some of bep.un,which is up close to 80% and purchasing some npi. I also have bam.a and bip.un. In my portfolios. Would you please comment on this proposed adjustment and your rationale? If yes,would you wait for a pullback in bep.un. Thank you.
Q: 10+ year hold....would you be buyers at this point?
Q: Hi 5i, please provide your updated view on CanWel. Stock is on a tear since their last earnings report. Is the 10% dividend sustainable? Do you recommend or do you prefer another name in the sector?
Thanks
Rob
Thanks
Rob
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Brookfield Infrastructure Partners L.P. (BIP.UN $48.11)
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BMO Global Infrastructure Index ETF (ZGI $52.86)
Q: Goodmorning
I have a 1% position in ZGI and a 3% position in BIP.UN I am thinking of selling ZGI and using the proceeds to invest in BIP.UN in an effort to cut down on the number of positions I have in the total portfolio I am wondering what your thoughts would be with such a move?
Thks
Marce
I have a 1% position in ZGI and a 3% position in BIP.UN I am thinking of selling ZGI and using the proceeds to invest in BIP.UN in an effort to cut down on the number of positions I have in the total portfolio I am wondering what your thoughts would be with such a move?
Thks
Marce
Q: Is this a good entry point for this stock
Thanks
Thanks
Q: Did a large investor or insider sell a large block of shares? My BMO account shows over 30 million traded.
Q: what do you think about this stock moving foward to next year
Q: I see that for NTR and HR.UN the RSI is entering oversold territory. What importance do you place in the RSI for a company when considering a buy or sell? I am considering buying these two companies at these levels, would you recommend a purchase now? I am surprised at the sinking stock price of HR.UN compared to other REITs, do you see a particular reason for this? Thank you for your great work.
Q: FN is down over 5% on a secondary offering. Can I get your take on this, and also on what you think of First National as an investment now? Is there a similar company you feel would make a better investment?
Q: Century Link on NYSE has a nice dividend. Please give your opinion on this stock and on how safe the dividend is. Could you list a couple of US income type stocks that you like.
Q: Do you view cutting dividend in half a positive or negative-14 percent seems inevitable to cut
Q: Hello Peter and Team,
I hold a large position in TELUS. But I'm concerned about the impact of a possible decision by the Canadian (or other) governments to refuse to accept the Huawei 5G system. Your thoughts? If I believe that Huawei will be rejected, would it be better to exit, or at least reduce, TELUS? Thanks in advance.
I hold a large position in TELUS. But I'm concerned about the impact of a possible decision by the Canadian (or other) governments to refuse to accept the Huawei 5G system. Your thoughts? If I believe that Huawei will be rejected, would it be better to exit, or at least reduce, TELUS? Thanks in advance.
Q: Your thoughts on CVR Energy
Thanks
Thanks
Q: I am down 50% on Tcl.a. Would you sell, take the loss for tax purpose for 2019 or wait for a recovery? Thank you for your advice.