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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: Hello 5i. I would like your opinion on the renewable energy industry. These companies seem to have done well over the yr. Would you classify these as being cyclical and what would there cycle be? I am looking at getting into these but find their valuations expensive currently. Do you see a catalyst for their prices falling in the near future or do they have momentum on their side?
Read Answer Asked by pietro on September 27, 2019
Q: I did well last January picking up some small Canadian oil companys just after tax loss selling and selling them a few months ago.
Do you expect big tax loss selling of similar stocks (such as WCP or ARC) this December with a rebound in spring
Read Answer Asked by Doug on September 27, 2019
Q: Hello 5i,
I am sure you will get some further questions about this, so don't bother posting this if it is merely one of many.
BIP has announced the creation of a new entity that will trade separately and be in addition to the existing BIP entity. It sounds like, as an existing unitholder, I will receive 0.11 (I think) shares for every one BIP unit I hold and that this will be deemed to be a Special Distribution over and above the regular quarterly distribution. It seems I do not have to do anything, just wait to receive the shares.
So my questions are:
1. Do I have this right?
2. What might this do the the existing BIP.UN unit price?
3. Is this dilutive, accretive or neutral in terms of unit/share count?
4. Do the expressed aims or goals seem to be worth the effort and expense in creating this new entity?
5. From the (little) information available, would you think it would be best to:
a) keep the shares and leave well enough alone
b) add to the shares
c) sell them and either buy more BIP.UN or,
d) buy something else
And, finally,
6. They mention the new shares as being more tax-friendly - at least for U.S. purchasers. Can you shed any light on if these shares are better for Canadian investors to hold rather than BIP.UN units from a tax perspective?
I know there probably isn't a ton of information/detail out there yet, but thought I would ask anyway.
Thanks for any clarity you can bring to this!!!
Cheers,
Mike
Read Answer Asked by Mike on September 26, 2019
Q: I just came across a news release from TMX announcing the top 30 TMX listed companies over the past three years. Your BE portfolio contains four of them: CSU, GC, CAE and BYD. Congrats!

https://www.tsx.com/news?id=716
Read Answer Asked by Fred on September 26, 2019
Q: Brookfield Infrastructure Partners L.P. (“Brookfield Infrastructure” or “BIP”) (NYSE: BIP; TSX: BIP.UN) today announced the intention to create a Canadian corporation in order to provide investors with greater flexibility in how they access BIP’s globally diversified portfolio of high-quality infrastructure assets.

Foresee any negative consequence from this structure?
Read Answer Asked by Stephen on September 26, 2019
Q: I have a large capital gain this year and am wondering if this is a good time to tax-offset that by disposing of some reset preferreds ( e.g TD.PF.K; BCE.PR.M; BP0.PR.N; BRF.PR.F) on which I have had considerable losses. Would a Preferred ETF (with an acknowledged lower yield at current prices) be more suitable for a retiree with a quite adequate pension?
Read Answer Asked by GEORGE on September 26, 2019
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