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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: I just came across a news release from TMX announcing the top 30 TMX listed companies over the past three years. Your BE portfolio contains four of them: CSU, GC, CAE and BYD. Congrats!

https://www.tsx.com/news?id=716
Read Answer Asked by Fred on September 26, 2019
Q: Brookfield Infrastructure Partners L.P. (“Brookfield Infrastructure” or “BIP”) (NYSE: BIP; TSX: BIP.UN) today announced the intention to create a Canadian corporation in order to provide investors with greater flexibility in how they access BIP’s globally diversified portfolio of high-quality infrastructure assets.

Foresee any negative consequence from this structure?
Read Answer Asked by Stephen on September 26, 2019
Q: BIP.UN: announced to-day chg. in corp. structure with regard to capital ie. for every 9 units held one would get one share of new company. Have you had a chance to review this new structure? I own a fair number of units for quite a while; ergo, my question: should I sell or wait for conversion - is it a good deal?
Read Answer Asked by James on September 26, 2019
Q: I have a large capital gain this year and am wondering if this is a good time to tax-offset that by disposing of some reset preferreds ( e.g TD.PF.K; BCE.PR.M; BP0.PR.N; BRF.PR.F) on which I have had considerable losses. Would a Preferred ETF (with an acknowledged lower yield at current prices) be more suitable for a retiree with a quite adequate pension?
Read Answer Asked by GEORGE on September 26, 2019
Q: re: Kelly's question this morning - which 5 companies of the list have been journalled to a U.S. account?
Read Answer Asked by chris on September 26, 2019
Q: I have done quite well holding momentum/growth stocks in the Nasdaq. However, the recent sector rotation into value stocks has hurt my portfolio quite seriously, while the overall Nasdaq was up. To avoid sectoral risk, would I be wise to invest part of my portfolio in general index funds, such as the Nasdaq ZQQ?

Thank you,

Walter
Read Answer Asked by Walter on September 26, 2019
Q: Hi could I get your top 3 Reit picks to be held in a cash account
Read Answer Asked by Terry on September 26, 2019
Q: Good Afternoon,
Is there a suggested rule of thumb of when not to buy a mutual fund in a taxable account as we approach year end? I don't want to buy a large chunk of a mutual fund and then be hit with the year end distribution in mid to late December. If I buy it now I only get the benefit of a few months ownership but could be hit with a full year distribution. I'm just wondering once we hit this time of year and beyond is it best to hold off until the New Year?
thank-you
Read Answer Asked by Chris on September 26, 2019
Q: Hello 5i,

I currently hold these stocks in an unregistered account. I have journaled over the five companies into a US account for the dividend. I would like to add possibly two more companies that pay their dividend in US funds. I have the rest of the balanced fund and some growth in my TFSA. Any suggestions to add here, and if it results in duplication, what would you remove from the list. I am well balanced and would likely have to sell at least one current stock and could just add the other if you can give me two. Was looking at Nutrien or AQN. Didn’t pull the trigger on AQN last year at 12.5.

Thanks for the assist.
Read Answer Asked by Kelly on September 26, 2019
Q: Reading Tom's question on Sept 23rd and your response to read the cost of waiting versus lump sum investing article was quite informative. I try to follow your income portfolio and notice a double digit cash position for well over a year as I also have. I assume your reasons have to do with the frothy market and bear market mentality. As a retired couple living on dividends we are very tempted to not keep waiting for the BIG downfall and put our 12% cash in a reasonable safe etf with low volatility as outlined in the article. Your 5i bal may be too risky, but more like VCIP or XHD or please give us safer alternatives. Even XBB, CBD. would improve on loosing cash to inflation.
Thanks in advance.
Read Answer Asked by Peter on September 26, 2019
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