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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,
Q1. Your thoughts on FAI ETF as a core holding in a RSP and/or TFSA account would be appreciated.
Q2. I currently hold in my RSP (US$) and TFSA some of the names held in the FAI ETF (AQN/BIP/PKI/BAM/EMA) and would appreciate your thoughts on each of these companies and whether or not it would make better sense in terms of risk and growth potential to simply replace each of these companies with an equivalent purchase of the FAI ETF.
Thank you.
Read Answer Asked by Francesco on December 03, 2020
Q: Could you please comment on the long term viability on Romspen investment mortgage fund. Approximately 30 per cent of their mortgages are currently non performing although they have increased their month payout recently. As a holder of the fund should I be looking to divest under their proposed changes to the Declaration of Trust . Use as many credits as you feel appropriate. Thanks for you help.
Read Answer Asked by Ian on December 03, 2020
Q: Hi, when weightings are discussed in questions from members, e.g. BCE is x% of a portfolio, does the portfolio include both the equity and bond portions or just the equity portion? Thanks, Martin
Read Answer Asked by Martin on December 03, 2020
Q: A recent question was asked to explain the difference between BEP.UN and BEPC. In you answer you stated that in a registered account BEP.UN gets a higher yield, but the tax credit is lost. Could you please explain 1) why BEP.UN would get a higher yield in a registered account and 2) the tax credit being lost, are you referring to the tax dividend credit. Thanks … Cal
Read Answer Asked by cal on December 03, 2020
Q: Hi 5I,

Can you please put the company name in your answer to Gregory's Dec 3 question so that we can do a text search: "How do you like the look of the IPO?"

Thx
Read Answer Asked by Christopher on December 03, 2020
Q: Could you please provide a in depth dive to this company and it's prospects going froward. I own a little and wonder if I should by more. it has doubled since I bought it but I understand they have been around for long and done poorly
please comment on:
1. financial results ( Q4 & year end just out )
2. management
3. sector
4. sentiment
5. conference call
thanks
Yossi
Read Answer Asked by JOSEPH on December 03, 2020
Q: Hi, I'm currently holding a few of these positions in our TFSA's along with SHOP, LSPD, WELL, etc... I'm trying to determine if these four stocks fit best in a TFSA or other accounts? I try to put the highest growth stocks into our TFSA's. Would you swap any of these names out with some of the other high growth stocks you like and put these into an RSP, LIRA or non registered account? Thanks!
Read Answer Asked by Keith on December 03, 2020
Q: I have done well with BEP/BEPC - in a non-registered account - and am now overweight (combined 8.4%). Love the growth and solid dividend. My choices now are: 1) Hold the course 2) Reduce to 5%, take the tax hit, and purchase a stock with similar attributes to BEP/BEPC i.e. stable dividend >1.5% and strong growth prospects.

Would you choose option 1 or 2? And if 2, would TRI be a good candidate? Other candidates you might suggest? (Already own WSP, AQN, BAM, FTS, MSI, NPI, PBH, SIS, T and X.) Thank you.
Read Answer Asked by Maureen on December 03, 2020
Q: Hi you made the following ‘generation vs distribution’ comment wrt AQN to Peter on Dec 2. Could you please expand on this a bit further as I mistakenly thought AQN was primarily generation. Could you similarly comment on NPI and INE re generation vs distribution. Thanks.

“The majority of its (AQN’s) business is distribution and has less exposure to generation already.”
Read Answer Asked by Gary on December 03, 2020
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