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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: To Peter's question regarding exchanging Brookfield Infrastructure Partners Exchange LP units to BIP.UN:

I got info from BIP investors relations late last year:

1. LP units are exchangeable to BIP.UN 1:1 for 7 years,
2. The exchange is deemed disposition, i.e. taxable on gain
3. The exchange is no fee, can be done by brokerages

I emailed BIP investor's relations couple of times in the past, they are quite responsive and detail in their replies.

Hope this helps.
Read Answer Asked by Steve on April 15, 2020
Q: I recently sold CDZ, XEI and ZDV for a tax loss and would like to re-purchased equivalent ETF's. Can you recommend appropriate replacements?
Read Answer Asked by Paul W on April 15, 2020
Q: Could you comment please on the increased short position on BAM.A.
Thanks
Bob Rose
Read Answer Asked by Robert on April 15, 2020
Q: Thanks for your flash report. Much appreciated.
Without doing a full review, which of the above would risk being downgraded if you were to do a full review? Thanks. Your service is great!
Read Answer Asked by Marco on April 15, 2020
Q: Hi. I see in many responses related to Canadian banks that when you reply that you prefer bank a, b, c over bank X, is the a, b, c in order of preference? Sometimes the order changes from different responses.
Would you be able to list the Canadian banks in order of preference for a 5-10 year hold. I understand that in 6 or 12 months the order may change, but I'm looking today what it would be. Thanks
Read Answer Asked by Marco on April 15, 2020
Q: Hello,
I am funding my two kids TFSA’s this year, ie; $6,000 each. In your opinion based on long term growth what would be the 4-5 companies you would invest in at this time, preferably in the Balanced Equity portfolio.
Cheers,
Rick
Read Answer Asked by Rick on April 15, 2020
Q: A few days ago BRF.PR.E was recommended on BNN as a candidate for both a good capital gain and at the time a 7.5% yield. It promptly got a 20% hike in price and now yields 5.8% and has returned to it's normal trading level . So I missed that little opportunity. But as I don't have any fixed income it made me have a look around for other beat up preferreds where I discovered another Brookfield product BAM.PR.B down in price and currently yielding 8.8% .BAM.PR.B is a floating rate preferred and I was unable to find out which kind BRF.PR.E is. I don't really understand which type of preferred is more desirable than others but I do have faith in Brookfield getting through this mess maintaining the dividends on their preferred shares. Please explain the desirability of one over the other of these two preferreds ? There is a considerable difference in both their highs in price and current yield . Thank you for your guidance through these tough market times.
Read Answer Asked by Garth on April 15, 2020
Q: Hi. I want to gradually increase my exposure to the industrial sector and I am considering nibbling at one of the following companies; MG, CAE, LNR. This company would be a long-term hold. thanks,
Read Answer Asked by John on April 15, 2020
Q: I am looking to up my sector allocation in both Consumer Cyclical and Financials. I am a growth investor with time.

Can you provide two recommendations for each today. I need help identifying these based on the market situation and what you can perceive the future to be like with respect an entry point into your recommendations!

Thanks for the help.
Read Answer Asked by Patrick on April 15, 2020
Q: I would appreciate your views about the Global Dow Index (GDOW). Would you recommend this index for individuals seeking global and sectoral diversification, but with more conservative, stable companies? Or, do you recommend other indexes?

Can you please also recommend both a Canadian-based and a US-based ETF which tracks the GDOW (or other international index if you so recommend).

Thanks again for this wonderful service!
Read Answer Asked by Dale on April 15, 2020
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