Q: The gap between these two tickers seems to continue to widen.
BIP.UN yields over 4.5% and BIPC 3.9%. Even with the dividend tax credit, the aftertax dividend cash flow is much high from BIP.UN. Am I going crazy? I have been wanting to step in here for a long time (definitely miss the "boat to a certain extent) but why wouldn't I invest in BIP.UN?
Q: Company Release from June 8
Questor Technology Inc. announces that John Sutherland, the Company’s Chief Operating Officer, has decided to retire effective immediately.
Stock moved up on this 'sudden' news. Any insight why and what it might mean in the future? Could it mean he wasn't the person for the new normal that QST will need to adapt to?
Q: With the increased sentiment for natural gas and the 15% increase in this stock would you consider it a speculative purchase at this time? I realize debt is high.
Q: Few weeks ago I have sold my position in BEP.UN at a profit and I need to increase weight % for utilities. Would you buy BEP.UN again at current price or add to existing AQN position. This is for long term hold in well deversified portfolio.
Q: This stock has had a very nice run an almost doubled since its lows. Would you consider this a good entry point for growth over the next 12-18 months
Q: I was under the impression both shares held the same assets and differed only in structure- Corp versus trust. Now I heard BIPC only owns Nat gas transmission in Brazil and regulated utility in UK. Can you please confirm if this is correct. If it is what is NAV of both shares.
Thanks for your service.
Steve
Q: Is Pason Systems an attractive value-buy at current price around $8-9? Considering that oil demand and cycle will turn in future there could be good future growth opportunities in my view with more investments in drlilling/rig side as well as analytics and technology tools. What is 5i view on this aspect?
Q: Hi, Over past 2 weeks markets have seen a rotation from Technology sector and the Stay Home stocks ( like Netflix, Shopify, Alphabet and others) into Cyclical sectors (Banks and Industrials). Airlines, Cruiselines and Gaming/Entertainment ( like WYN etc ) stocks have also shot up recently. This sector rotation seems to be based on belief that with economy reopening ( and Federal Reserve with an endless supply of money/support), recovery may be much faster and stronger.
With this noticeable shift in market positioning, we would like to participate and hope to benefit in near as well long term. We have 15% weight in Canadian Banks. But among Industrials, only companies owned by us are CNR, RPI.un and BYD. We also started a small position in AC and Boeing, on Friday, with intentions to build over time.
We are looking for companies in this sector with strong fundamentals which are trading at a discount to their historical levels, for COVID related factors and depressed market sentiment. Could you please recommend a few names in Canada and US. Thank You
Q: This fund is recommended by my broker for my RIF/TFSA. Would appreciate your opinion on the pros and cons of investing in this fund. it looks like that this fund provides trailer fee to the broker, would that be an incentive for his recommendation?
The fund may have performed well due to the drastic fall in interest rate. What effect of higher interest rate on the performance of this fund? Do you forecast that interest rate may go higher when the situation of the virus subsides?