Investment Q&A

Q: What is the RISK % out of 10 for each of these three stocks?.....Tom

Q: After reading Peter's May 29th question on withholding taxes on Limited Partnerships [LPs] I worry a lot about the Brookfield companies, in particular about BEP.UN = Brookfield Renewable Partners LP. and BIP.UN = Brookfield Infrastructure Partners LP. Are these not limited partnerships?

You say they are "domiciled" in Bermuda I believe, and BAM is moving it's head office to the US so it is all most confusing. Are these companies safe to own now or should I just sell them and move on to other less worrisome companies? They are in my cash account. Trouble is I have very large unrealized capital gains in BIP.UN and BEP.UN and nice dividend income so really don't want to trigger the taxes.
Thank you......... Paul K.

Q: Good morning.
I’m considering adding bip.un to my income portfolio.
Could I have your thoughts on it.
Would this be a ok entry price.
Please provide a couple other stocks you would also consider comparable
Thanks Steve.

Q: I have above stocks in my RRSP I like to drop FFH and trim CSU LMN (i'm up 150% on both), like to add AD.UN DIR.UN or T, trying to increase my income as I'm retired, the idea is to preserve capital, is it a good time to add this new stocks ? thanks

Q: Hi there you recently answered a question about which CDN companies qualify as Eligible dividends. Is it safe to say that all the “Brookfield.un” structures do NOT qualify?

Ok thanks.

Q: What’s your opinion on the BIP’s Q1 result? It seams the 6% increase in dividends is above the increase in AFFO. What is now the payout ratio of the AFFO? I like this dividend increase but are they getting agressive given the AFFO results?

Q: I'm a well diversified investor holding 70% income and 30% growth stocks, I want to add one or all of these companies for income and for potential growth. How would you rate them in terms of best choice. And could you recommend a good entry price point to buy any of these. Thanks - great service!

Q: Why is their PE so high? Is AFFO a better way to measure?

Q: I need to liquidate a portion of a portfolio holding the 8 stocks listed. Can you please rank them in the order you would sell (first to last) based on potential for total return over the next 3-4 years?

Q: Hi Peter & 5i Team,

I'm looking at the 3 month, 6 month and year-to-date charts of BIP.UN and BEP.UN compared to their peers (EMA and FTS). What would you attribute the reasons for their underperfmance? The 3 year chart for both of these Brookfield entities isn't exactly stellar as well.

As always, your comments and insights are highly valued.

Q: I sold these stocks for tax loss harvesting just over three weeks ago. Please confirm how long I have to wait before I can buy it back - 30 calendar days?
Thanks for your great help and advice.

Q: What would you think about tactically moving / trimming from EMA / FTS - the more regulated utilities to ones like BIP / BEP given the big differences in performances YTD. Would you not feel that when the markets recover EMA / FTS will be used as a source of cash?

Q: I am considering taking positions in both of the above companies. Is there any redundancy in this proposal, i.e., would bip.un assets cover what bep.un owns and beyond.

Thanks

David

Q: I just read that you are saying there is a 10% tax on the sale of limited partnership shares. Is that only for US LPs? Or are you saying that when I sell my bip.un shares, that i will have to pay a 10% tax on the proceeds, independent of whether there is a gain or loss from the sale?

Q: If I were to replace my Brookfield holdings, would you be able to suggest some proxies? Thanks.

Q: Hello Team,
Could you please rank these three stocks for total return, capital appreciation and dividends, over the next two to three years and why.
Thank You,
Barry

Q: Hello.

On a scale of 1-10, with 10 being the best, how would you rank these 4 names for a combination of yield and growth for a ~ 2 year time frame?

Thanks.

Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom

Q: My mortgage is coming due at a much higher rate than it has been for the past 5 years, so given the current economic uncertainty, I’ve decided to sell half of my unregistered portfolio to pay it off. I understand this will incur tax, and I’m prepared for that. Here are my holdings—please advise on the optimal order of selling to ensure the remaining portfolio is defensive, particularly against tariffs and economic uncertainty. I'm open to the cheese slicer method across some or all stocks. Please deduct credits as you see fit. Thank you!

Q: Hi 5i Team,

I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?

I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?

I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.

Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.

Lisa

P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.