Investment Q&A

Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.

Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.

Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN

Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO

Thank you for letting me ask this question

Q: I am considering adding to these equities (ALA, BIP.UN, BN, CCA, CPX, DIR.UN, FTS, GSY, GWO, MFC, NWH.UN, TOU, TRP). Are there any you would not purchase more? In what order would you acquire for best overall combination of growth and dividend/distribution for the next two years.

Q: I want to add an additional utility sector stock to my TFSA. I currently own FTS and I am considering buying either H or BIP.UN. Which one would be better. Also open to suggestion of another utility stock.

Q: Happy New Year 5i team,
Could I please have your opinion on Brookfield Infrastructure for a 3-5 year hold and also if you could explain the difference between BIP.UN and BIPC and which you think is the better to hold.

Thanks as always,
Paula

Q: My wife (71 YO) has these stocks in her TFSA as well as $47K cash. What do you think of these holdings? Suggestions on possible purchases? Sell/keep these holdings?

Q: Any part of their business domiciled in the US gets taxed? Correct?

This has been the case with..."BROOKFIELD INFRASTRUCTURE PARTNERS L P UNITS MLP NON-RES TAX WITHHELD "

This is not happening with my BEP.UN also in my TFSA. These were both purchased in a CAD account I'm likely missing something obvious?

I must have missed something. Thank You

Q: Can only keep one. Which one would you keep for a long term hold?

Thanks

Yves

Q: BIP.UN: 2250 shares which I have owned for over 10 yrs in my NRA. Stagnant capital growth as well as dividend growth. My AC is now $1.00 including dividends over the years in this calculation; so, amazing returns over this time frame. Sell and buy what? or keep?

Q: Is it okay to hold the BIP.UN and BEP.UN within a TFSA without negative consequences? If so, which of the two:

- holds the most long term growth potential in your opinion?

- currently has the cheapest valuation based on what you consider is the best metric for these type of companies (compared to their respective past history).

Q: I’m a62 year old retired investor with an excellent DB Pension and I’m working on a supplemental cash flow with my TFSAs,I have held the above stocks for about 4 years all roughly 10-12K in value and have been set up as DRIPs
My question is could you recommend another 8-10 Cdn dividend stocks($ 100K of room) I would add to this account coming from another TFSA,these could possibly have 4-6 % capitol growth and 4-6% dividend yield and in 3 years I would go from a DRIP to monthly or quarterly cash payments,I am medium risk and the sectors would not matter ….Thanks Greg

Q: I am looking at fixed income potential across sectors as a low risk offset to my equities and would appreciate your recommendations. It doesn’t look like the space has good future prospects overall with rates having just dropped.
Of notable options, high interest saving accounts, bond funds, utilities, dividend index’s and perhaps reits, the reits and dividend indexes have superior yields.
Could you please comment on the space overall, which sectors are advisable and possible suggestions for purchase please?

Q: Good morning,

With a 10 year time horizon and not overly concerned with yield, would you go with BIP or BN?

Thank you.

Q: BIP.UN: owned for a very long time in N.R.A. Bought 1000 shs @ 48.16 in 2016 - now have 2250 shs (paid in dividend) so my A.C is very low. ($21,40) Price has been stagnant for quite a while: hold or sell and buy something else?

Q: I have held a large Position in BIP.UN in my RRSP for many years. The equity has done OK but in looking back wonder why my Financial Advisor didn't suggest i rotate this into BN or BAM to gain max returns.

I don't need the income and it seems alot of BIP.UN's return comes in the form of the dividend which is not treated favorably within a Registered Account so BIP.UN seems not best for RRSP.

How would you suggest i better allocate these funds within a Registered Account between Brookfield companies to gain max benefit and at what price(s) would you suggest the switch?

Just on a side note i previously also held BEP.UN and my advisor suggested it was rated a Sell by Veritas so i let him sell at a very inopportune moment ($33). He claimed Veritas had a Sell on all Brookfield companies. Is Veritas a reputable rating Agency because they seem to just dislike any and all Brookfield entities?

Q: Could you please rate the Canadian stocks below for total return over the next 5 years.

Perhaps these ratings would work (or other ratings you think are better) ...
F for fair
A for average
G for good
VG for very good
E for excellent

The stocks are:

BAM
BEP.UN
BIP.UN
EMA
FTS
NA
POW
RY
SLF
TD

Thanks.

Q: My portfolio is income based. I have capital losses in BCE, CAR,UN and ENGH. What order would you sell them in or should some be held? I am looking to replace some or all with the following; BIP.UN, NWC.UN and/or RCI.B. How would you rank them for acquisition?

Q: Questions on PPL:

- Can you please provide a bear and bull case for PPL?

- How is its balance sheet compared to TRP and ENB?

- Is PPL different enough from TRP and ENB that one could own all three?

- If one were to own all three (and if BIP.UN is also owned - which has pipelines too) what overall total percentage range of Pipelines would 5i be comfortable with?

Q: Hi 5i: I have a full position in BN. Thinking of selling partial positions in BAM or BIP and/or PRL. In addition to add to the torque of RIFs considering adding partial positions in ZDC, VHI and ELVA. Please rank the order of the sells and the order of buys. Your opinion on this strategy is much valued. Thanks

Tom

Q: I am thinking of selling BIP.UN; held in a TFSA where growth is something of a goal. It has not done much for some time and I have good sized positions in other Brookfield entities. What is your current outlook for BIP.UN…worth holding or time to move on? Possible replacements could be GSY or PRL; if there is a move, which of those 2 would you favour? Many thanks for your excellent service.