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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: Hello
I have an 18% gain in BEP.UN in a non registered account. I received the spin out shares in BEPC. Is there any tax advantage in selling the BEP.UN shares and buying the equivalent BEPC shares? Meaning, despite the cap tax gain hit, will the future taxation in BEPC be more advantageous over BEP.UN?

Also I recently bought GOOG C shares maybe by mistake. Is there any advantage to sell them and buy the A shares instead?

Thanks
2 deductions if you see fit.
Read Answer Asked by JEFF on September 29, 2020
Q: Hello,
Over the years, I've accumulated a significant amount of BIP.UN in an RRSP account, with the intention of holding it for the income generated over the long term. Since the Mar 31 split, shares of BIPC are up around 50% while BIP.UN is up around 28%.

Does it make sense to cash in this gain, sell the BIPC and use the proceeds to buy BIP.UN, thus adding some "extra" income generating units? Would also make tracking a little simpler.

Any other factors to consider?

Thanks for your time,
Roman
Read Answer Asked by Roman on September 29, 2020
Q: Retired, dividend income investor. Currently own AQN, FTS and TRP. If I wanted to add a 4th name (with a focus on renewables), what would you recommend? It would be mostly in a taxable account, with possibly some in a TFSA account. Or if AQN and FTS are enough names, should I just add funds to them? If AQN-FTS are not enough names, would you consider BEPC or BIPC? I like utilizing the dividend tax credit.
Thanks for your help...Steve
Read Answer Asked by Stephen on September 29, 2020
Q: Thanks for responding to my question earlier, but it was misinterepreted.

I wanted to know if 5i has sent out any emails with model portfolio changes in them.. The last change I received was selling all of ET.

Anything after that?

Sheldon
Read Answer Asked by Sheldon on September 28, 2020
Q: My question is about A2 Milk our of Australia/New Zealand but also trades on the Pink sheets. Are you seeing any reason for the 10%+ drop this morning? Looking at the fundamentals would you hold ACOPF? Thanks
Read Answer Asked by Adam on September 28, 2020
Q: Hi 5i Team - I am interested in purchasing shares in a company called Bellevue Gold which trades on the Australian exchange under the symbol BGL.AX. It also trades on the OTC pink sheets in the U.S. Since my accounts with TD are self-directed I would probably need to make the purchase through the U.S. OTC exchange. Do you have any concerns with using this exchange? Secondly, even though this would be a company very distant from your radar screen, would you be able to supply any financial fundamentals as well as an update on their exploration progress. Thanks.
Rob
Read Answer Asked by Rob on September 28, 2020
Q: Please suggest your top 5 non-dividend paying value stocks. And I stress non-dividend paying for tax reasons. Thanks very much.
Read Answer Asked by David on September 28, 2020
Q: Your insight please on Loop Insights (mtrx.v).Thanks.
Read Answer Asked by maurice on September 28, 2020
Q: I've learned recently that mRNA-based vaccines require extra cold storage (-70C; dry ice temperature). This will be a logistical challenge if such vaccines are approved. Two-part question:

1. Your thoughts on the impact of this logistical challenge on PFE/BNTX and MRNA?

2. Dry ice (solid CO2) lasts only about 3 days in insulated packages. Widespread mRNA vaccine distribution might depend on having a lot more dry ice produced at facilities near airports, shipping hubs, and smaller distribution centers. Any ideas for a play on dry ice via companies selling dry ice production equipment?

Many thanks! New subscriber this year and very satisfied!
Read Answer Asked by Mark on September 28, 2020
Q: It looks as though renewable power is becoming politically accepted, with the above as assumed potential sector participants. What is the anticipated growth rate for each and to what extent have each potentially already discounted the coming year's anticipated growth in value. I Look forward to your response.
Read Answer Asked by Mike on September 28, 2020
Q: Currently hold VEEV and GH in the health care space. Considering MDT as the next addition. What do you think of this. Any better suggestions?
Read Answer Asked by Paul on September 28, 2020
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