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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 5i,

More Brookfield questions. This is about Brookfield Properties Corporation and specifically the preferred shares BPO.PR.P.

Why do you think these shares are trading so low (currently $12.30 with a 9.22% dividend yield not counting capital gains)? BPO.PR.P (P3L) trades even lower than the CF.PR.A (7.2%) which is not currently rated (rated P4 when rated).

Which Brookfield company ultimately guarantees these shares? Are its financial statements available to the public? Any information about security would be appreciated.

What is your opinion about the safety of income and capital for these preferred shares? Are they a buy/hold/sell in your opinion?

Thanks for your opinions and information.

John
Read Answer Asked by John on March 20, 2023
Q: WHAT ARE THE DIFFERENCES IN ASSETS AND INCOME S0URES (RECEIVING) BETWEEN BAM AND BIP.UN.? WHAT ARE THE ASSETS OF BAM AND WHERE IS THE INCOME COMING FROM? WHAT ARE THE ASSETS OF BIP.UN AND WHERE IS THE INCOME COMING FROM? DO YOU HOLD BOTH OR NOT?
Read Answer Asked by Herbert on March 20, 2023
Q: There are many small cap (and some larger cap) companies looking into new technologies for energy storage systems. As innovation in this area would appear to be necessary with most “green” energy solutions to our current climate problems, have any of these come to your attention as worthy of speculative investments?
A couple of recommendations for further research would be appreciated.
Thanks, Len
Read Answer Asked by Leonard on March 20, 2023
Q: Hi, Transports got hit hard ( Fedex results and general market sell off?) on Friday, pulling TFII and ATS with it, down 3% and 4%, respectively to $159 and $54. Do you continue to believe these two companies to be your favorites in the sector ( besides CNR/CP ) ? If so, is it a decent price level to accumulate/add to our very small 0.50% position in each company or you would prefer to wait ? Thank You
Read Answer Asked by rajeev on March 20, 2023
Q: hi, can I get your thoughts on earnings, thoughts on AQN going forward, etc.
I still own large position, suffered the downturn in price/dividend, with a potential good size tax loss advantage if sell. do you see this as a buy, sell or hold for an average investor? and in my case, if selling for the tax advantage, can I get 5 or so names of mid/higher dividend yield/some dividend growth/decent company earnings growth and decent ROE, with lower risk and lower volatility? names do not need to be utilities (I own plenty). further, if you have high conviction on any growth stock (CDN companies) right now I could consider, eg BN?????
cheers, chris
Read Answer Asked by chris on March 20, 2023
Q: On the XLB - long bond: during a dropping rate environment curious on what other sectors of the market have historically done over the same period you referenced. Utilities, Financials, Industrials and Gold. Might help to know as if you needed to raise cash to buy the XLB what sectors should it come from?
Read Answer Asked by Michael on March 20, 2023
Q: Dear 5i,
I am interested in buying a Canadian stock that sells carbon credits. I believe LCFS sells carbon credits but is a small cap and the price has been trending dramatically down since their IPO over a year ago. In your opinion, does this company have substance for a patient investor willing to hold a maximum 2% postition in a TFSA? What do you think would be an attractive entry price?
Read Answer Asked by Ian on March 20, 2023
Q: I couldn't resist this dividend machine and picked it up in Dec'22. I know there's a lot of factors involved (oil prices/shareholder payouts/production costs/depletion/new plant & equipment etc.) but in the current environment it appears to me that they'll be cash flow positive enough to eliminate their meager debt this year and then some. Do you have any idea what the cash flow forecast is for Gear this year and how it is derived (i.e. various components)?
In summary, do you think a return of capital is likely?
Read Answer Asked by DAVE on March 20, 2023
Q: I have a margin account at questrade. In an answer today you gave me the impression that these accounts are not covered by CIFP. Please elaborate. Thanks, Peter.
Read Answer Asked by peter on March 20, 2023
Q: How does one determine if an alternative investment company is legit and determine the level of risk with the investment. My daughter has been looking at bequest legacy investing. They have a legacy fund that invests in commercial real estate, performing loans and energy that provides 10% cash flow and gives you your investment back after two years if you choose or you can stay invested. Are you familiar with this company?
Read Answer Asked by Pamela on March 20, 2023
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