Q: I have invested in all the Brookfield companies, most recently with a purchase of BBU.UN in my TFSA account. I have read that there may be tax withholdings for this investment that I cannot recover. Should I sell BBU.UN that I currently own in my TFSA account and purchase it in my open account?
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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: What do you think of the $11 Catalyst offer? Is there any chance this offer will be accepted given that approximately 57% of the shares are owned by the Baker group? How do you see this "bidding war" ultimately playing out?
Q: I am looking for a website that will track my Tfsa and rrsp portfolios with daily movements,news,etc. I have used tmx but it has inconsistent log ins. Do you have any recommendations? Thank you.
Q: Hey guys,
The grandbabies are 5 yrs, 3 yrs and 6 months, a long time before university. We have SIS, GUD & SLF in their resp, like to add another name or two, please advised.
Thanks,
Jim
(CSU, SHOP, OTEX, BAM.A, BYD.UN, ATD.B, PKI, COST, NVDA are already at 5% levels)
The grandbabies are 5 yrs, 3 yrs and 6 months, a long time before university. We have SIS, GUD & SLF in their resp, like to add another name or two, please advised.
Thanks,
Jim
(CSU, SHOP, OTEX, BAM.A, BYD.UN, ATD.B, PKI, COST, NVDA are already at 5% levels)
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Canadian Imperial Bank Of Commerce (CM)
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Brookfield Property Partners L.P. (BPY.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
Q: I own 3 banks: CM:CA, BMO:CA and BNS:CA. I am thinking of selling CM:CA and split the proceeds to buy 2 Brookfield positions. What would you recommend between BIP.UN, BPY.UN, BIP.UN? Thank you
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MEG Energy Corp. (MEG)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Stingray Group Inc. Subordinate Voting Shares (RAY.A)
Q: Can you please give me your opinion on 3 stocks that is loosing money should I keep or sell or buy more. They are about 2% each.
Thanks for your great service
Thanks for your great service
Q: Lumber seems to be getting some interest. Your preference of these three?
Q: In a state of confusion regarding these holdings...the spinouts? and the future outcome. Would like to hold forever (like the dividend)........What should I do? Positions. BIP.UN, 3.6% of portfolio, value now $280k..with gain of +74k. BEP.UN, 2.8% of portfolio, valued at $215k with gain of +86K
Q: I am struggling with the fact that my entire portfolio is in stocks - although 50% bluechip. Can you recommend stocks that will ride out a recession nicely or other investment avenues?
Also, in terms of value or growth who do you like right now.
Also, in terms of value or growth who do you like right now.
Q: I have a substantial amount of CN shares. Would it be prudent to exchange my cn shares for cp rail shares. In my opinion, the Ceo of CNR (Ruest) has done a terrible job of managing CN Rail. The 6 month performance of CN is -3.5% while the market has been on a tear. While CP is up over 4.5% in the same time period. Not sure how much business CN has given up with the strike either.
Q: When do you recommend starting to purchasing stocks that have been oversold due to tax-loss selling? Could you give a few candidates to consider this year?
Q: Greetings,
Can you please provide your top 3 value investments - where you think the market is currently 'mispricing' the company who, in addition, have future growth ahead of them. (skip the oil and gas companies).
Thanks
Can you please provide your top 3 value investments - where you think the market is currently 'mispricing' the company who, in addition, have future growth ahead of them. (skip the oil and gas companies).
Thanks
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
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Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
Q: Hello 5i,
Should I move my BEP:US, BIP:US back to my unregistered Canadian account to avoid withholding tax and get the dividend tax credit?
Thank you
Stan
Should I move my BEP:US, BIP:US back to my unregistered Canadian account to avoid withholding tax and get the dividend tax credit?
Thank you
Stan
Q: Hi guys. Read your report back in July about Stella Jones (A- rating) What are your current thoughts on SJ as a long term hold for materials exposure? I currently own in an RRSP. Anything you would suggest as a better company to replace SJ with in that sector and why you would do so?
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Richards Packaging Income Fund (RPI.UN)
Q: Hi guys,
I own both ccl.b and rpi.un at 1.5% each, trying to get my portfolio down to 30 names (right now 37). Do I need to own both and treat them as one or should I sell one and buy the other name.
Thanks,
Jim
I own both ccl.b and rpi.un at 1.5% each, trying to get my portfolio down to 30 names (right now 37). Do I need to own both and treat them as one or should I sell one and buy the other name.
Thanks,
Jim
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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WSP Global Inc. (WSP)
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Alimentation Couche-Tard Inc. (ATD)
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Exco Technologies Limited (XTC)
Q: For non-Canada exposure I use ETFs (VFV, HXS, XQQ) along with Canadian companies that have significant international exposure. In 2016 you wrote an article on this topic and recommended ATD.B, CCL.B, WSP AND XTC. I particularly liked that you provided a table outlining the countries where the 4 companies were invested. Do you have further information on this topic?
Q: Why is HBC trading approximately 8% below the $10.30 takeover offer? I know Catalyst has indicated that they have enough votes to reject the offer. Even if the offer is rejected and Baker walks away, approximately 85% (Baker's group and the Catalyst block) of the shares are now held by individuals/institutions that believe there is significant long term real estate value. Furthermore, the TD Securities valuation and fairness opinion indicates the company is valued between $10 - $12.25. Shouldn't this set a floor for the stock price?
Q: Given the fact that CNR has announced layoffs due to a slowing economy how do you this affecting the stock's performance over the next few years. Thank You.
Q: You have no doubt answered this question a few times but am not sure how to search for it. Could you provide your top picks for tax loss selling. Market cap and sector are not a factor. Thanks.
Q: For several years I have owned Saputo stock. Since 2016 the share price has essentially been flat. Throughout the developed world I believe that on a per capita basis, milk consumption is declining, while cheese consumption is increasing. As a rule I prefer investments where there are built-in growth drivers and am questioning if this is in fact, no longer the case for Saputo. I have reviewed their annual report but cannot find revenue split between milk and cheese. Do you know what % of their revenue is split between the 2? Am interested in your thoughts as to whether or not there are positive or negative growth drivers for the products that Saputo sells.