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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: Good morning
3 questions plse take 3 credits

1. I purchased AW.UN at around 44$ a couple of years ago and since then it has now slid to 30$ what will it take for it to regain some value back up to around 44$?

2. BIP.UN looked like it was recovering but now has slipped back into the high 30$ any particular reason for the fall back?

3. Currently own GOOG which cant seem to get any traction but wondering for a long term hold would AMZN be a better buy for long term growth? Which would you buy if only one can be held?

Thks
Marcel

Read Answer Asked by Marcel on February 27, 2024
Q: These 3 names get a lot of very positive comments from investment mangers, portfolio managers, etc. 5i included. But unless I am missing something I just do not get it. Take BN , for example.which is touted as a growth stock, yet is about the same price as it was about 4 years ago. Not much growth there. BIP..un is the same price as it was around 5 years ago. So many positive comments. Yet the moment stocks see a set back as we have just had, these stocks get hit hard even though most money mangers ‘love, the companies. There has to be rationale for this disconnect, but it escapes me.
Read Answer Asked by John on February 14, 2024
Q: Back on 1/20/2024, you thought that these companies (partnerships) would not have withholding tax in the states. I've since received communication from my broker that I have to arrange for a U.S. Taxpayer Identification Number (TIN). They didn't indicate which holdings, but I do own these two companies. Has the company updated their advice? Thanks.
Read Answer Asked by Brad on February 09, 2024
Q: I have these companies in my tfsa and and I have $7000 to add. How would you rate them right now.
Read Answer Asked by Mike on February 02, 2024
Q: Hi,

Thank you for answering Scott's question today (Jan 30, 2024) and choosing BIPC. His question didn't include all the components of BN behemoth. I know your favorite is BN for growth and BAM for dividends. Can you rank order others, especially BEPC/BIP? To one of earlier questions about energy stocks you chose BEPC. I understand the rationale there. If you were to ignore the energy sector where would BEPC stand?
Many thanks.
Read Answer Asked by Savalai on January 31, 2024
Q: Good Day. Could you please classify the listed stocks into their appropriate GICS sectors? Thank you kindly.
BIP.UN;CA
ENB:CA
PPL:CA
TRP:CA
CHPT:US
NEE:US
CCO:CA
FM:CA
U.UN:CA
SLV:US
IGE: iShares North American Natural Resources ETF.
Read Answer Asked by Toge on January 30, 2024
Q: Hi 5i, I've held both Fortis and BIP.UN in a registered account for just over five years. I am thinking of selling Fortis and reinvesting the funds into a larger BIP position. When I look at the Fortis return of approximately 7% and dividend yield in comparison with BIP return and yield, BIP appears to win. I like the fact that BIP's business is broader and more global. My current Brookfield family holdings are about 11% of equity holdings so I realize that this move would increase my exposure to Brookfield to about 15%. I know you can't comments on position sizing but would appreciate your thoughts on making such a move. I know Fortis has an exemplary track record in increasing dividends but maybe it's time. Thanks for your service!
Read Answer Asked by Martha on January 23, 2024
Q: 9:51 AM 1/20/2024
Does the US newly instituted tax rule on limited partnerships doing any business in the US now apply to BEP.UN, BIP.UN. BEPC, BIPC?
I have owned these for many years and all have very large capital gains in cash accounts so I am reluctant to sell them due to the crippling 10% 'disposition' tax on top of the big capital gain were I to sell. It seems I am caught in a tax trap! I would appreciate any advice on which ones are vulnerable to the tax and what to do.
Regards............ Paul W. K.
Read Answer Asked by Paul on January 22, 2024
Q: Hi 5i,

I would like to sell BEPC to benefit from tax loss and buy back in 31 days.

Portfolio includes:
2.5% Fortis
2.5% BEPC
1% PIF

Also have :
2.5% BIP.UN
1% BAM
2% BN

I am retired, like dividends and some growth.

1. Looking for a proxy for BEPC for one month
2. Your suggested mix of Utilities.

( Will probably increase BAM some more.)

3. PIF - I like the dividend but volatile for a utility and hasn't gained SP for many years. I have a small loss. Is the dividend secure? Any reasonable gain anticipated over next year or two for PIF?
Might gains be a little more outsized due to interest rate reductions in next year or so?
Do you think it could be a takeover candidate?
Should I hold this or sell?

Thank you for your usual great advice.
I prefer more rather than less detail. (Subtract as many credits as needed.)
Read Answer Asked by Tulio on January 19, 2024
Q: I'm down a fair amount in registered plans after holding each of the 13 listed stocks for some time. Please rate in terms those that are worth keeping as the prospects are good vs those where it's probably time to cut losses and move on. Timeframe of 5 years before starting to draw down from portfolio.
Read Answer Asked by Chris on December 14, 2023
Q: Regarding BIP.UN and BIPC, you answered to a member back in early November: “These are 'paired' companies and economically equivalent, owning the same assets. They are essentially the same company exactly.” Then, why is BIP.UN down -1.51% and BIPC down -14.50% over the last 3 years? I got those percentages from the Company Profile section, comparing the 2 companies together using the Interactive Chart with Percentage Change. Thank you
Read Answer Asked by Gervais on December 13, 2023
Q: I am considering adding to current positions in these companies. I know timing is impossible to predict but which of these companies would you be adding to now and which would you wait given that we are heading in to end of year selling<

Thanks
Tim
Read Answer Asked by Timothy on December 08, 2023
Q: Hi Folks,

My RRSP portfolio consists of the above stocks all with relatively the same weighing. Can you suggest 5 names or so, (CDN and U.S) that I take a look at that would complement the above? I am looking for a company that would be a good buy today for both income and capital appreciation - total return.
Thanks
Read Answer Asked by JOHN on November 29, 2023
Q: Good day,

What are your outlooks for OLED and ZWP? I bought OLED some time ago and figured their patent library should have caused some movement with everybody going OLED these days... And with ZWP, do you see a recovery coming? Or is it still a sit and wait?

I've been watching DE on and off for some time, and they seem to continue to act on what drew me to them in the first place. Are they a buy right now? Anything else you would suggest in its place? (I have ATS after a previous question)

BIP seems pretty beat up, are they a buy for you now? Or would you still suggest BN? In a registered account, is BIP better than BIPC? Would you move from BIP to BIPC as they come closer to par?

Thanks!
Read Answer Asked by James on November 24, 2023
Q: RIF account looking for consistent income and some growth
Getting the feeling we are at or nearing the end of rate hikes (CDA and US). However, I'm also feeling we are in for a longer period of higher normalized (current) rates
Question: Is long term bond XLB worth holding on in the higher for longer environment? I'm contemplating a switch to equity and BIP.UN (preferring the currency diversification). Your thoughts on rates and the switch
Read Answer Asked by Harry on November 23, 2023
Q: I own the above high dividend yield Canadian stocks, just under 4% yield and up. I am looking to add maybe 10 to 20 % to 4 or 5 positions. The yield on these is enough for us now so no hurry to sell anything.
Retired, but still looking at safety of capital. I have left out O&G plays and other potentially riskier plays. (except Enbridge)

Which of these, or other stocks do you believe have the greatest potential for price appreciation over the next couple of years if/when interest rates drop.

I am looking for your top 5, here but feel free to add other picks.

Thank you. Take as many credits as needed.
Read Answer Asked by Tulio on November 23, 2023