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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: Hi 5i,
My BEP holding is up 70% and represents 5.2% of my portfolio. I see you are recommending trimming in your model portfolio. I was considering a trim sometime this year but I was thinking it would make sense to wait for the "free" new company shares that are being allocated later this year (1 for every 4 shares). Does this thinking make sense?
Read Answer Asked by Martha on February 12, 2020
Q: I have read the q and a's on the proposed split but I am still confused so please bear with me if this is a repeat question. I currently hold 100 shares in my US Rrsp account as the dividends are paid in US dollars so this avoids any exchange fees. I understand that I once the conversion occurs I will own 40 shares of the new company. Should I sell before the conversion to maximize my US dollars and buy Bep in my Canadian Rrsp account? I guess I just need to understand the implications. Thank you.
Read Answer Asked by Maggie on February 10, 2020
Q: Can you name 8 companies with good balance sheets that I can buy long term bonds in. I may go out up to 25years.
Read Answer Asked by Mark on January 28, 2020
Q: Could you please explain to me why Bam. has such a small dividend at1.1%, compared to Bip. at 4.08 and Bep at 4.46. Also, which of the three might fare better in a downturn. Thanks, Ken
Read Answer Asked by Ken on January 14, 2020
Q: Seth Klarman has said that the greatest advantage an individual investor has is the abilty to have a long-term perspective. With that in mind, several years ago I had assembled a core 20/20 portfolio- 20 stocks for 20 years. They consist of:
CDA: TD, BNS, BCE, ATD.B, BAM.A, CSU, CGI, FTS, ENB, CN RAIL
USA: APPLE, GOOGL, AMAZON, VISA, BRK.B, MCD.

I also hold smaller quantities of utilities ( AQN, EMA, BIP.UN), small growth mutual fund (mawer global small cap) and reits for diversification. Can you help me complete my core 20/20 by suggesting 4-6 US DIVIDEND GROWTH STOCKS and perhaps 2 Canadian holdings that I should add or replace. Appreciate your excellent service as always.

Sincerely Ajay
Read Answer Asked by Alka on December 10, 2019
Q: hi, 5I
Your response to a question about buying that stock:
We would be comfortable buying BEP.UN today.
My question is what parameter(s) are you rely on to say that, apart the fact that it is doing new high everyday (I like the change from limited partnership, and the market also )
But this is a one time, and it seems very expensive to me.
Your detailed answer would be very appreciated
CDJ
Read Answer Asked by claude on November 19, 2019
Q: Hello 5i. I would like your opinion on the renewable energy industry. These companies seem to have done well over the yr. Would you classify these as being cyclical and what would there cycle be? I am looking at getting into these but find their valuations expensive currently. Do you see a catalyst for their prices falling in the near future or do they have momentum on their side?
Read Answer Asked by pietro on September 27, 2019
Q: I am retired and currently own both companies for the long term. Bip at 3% and Bam at 5%. I want to raise my exposure to the Brookfield companies. Looking for a stable dividend and some growth. I also like BPY. Would you rather raise BIP, to 5% add to Bam or add a chunk of BPY. say at 3% for a first piece of it. Is there an overlap problem owning various Brookfield companies ?
Read Answer Asked by Yves on May 14, 2019
Q: Not a question but information about dividends received from the above. I have my investments at Questrade, and hold the Canadian-listed in my LIRA and TFSA and the U.S.-listed in my Spousal RRSP. I have been receiving the Canadian dividends (as per close of day Bank of Canada exchange rate) paid into my Canadian account without any fee and U.S. dividends paid as announced into my U.S. side of the account. This occurred without me making any request of Questrade. I believe it is because Brookfield pays the dividend to the brokerage in the currency of the stocks held.
Cheers, J
Read Answer Asked by J on April 30, 2019
Q: Hi Peter/Ryan can you tell me if there is benefit or a drawback in holding a trust in a TFSA more specifically BAM or BEP.UN. I was thinking of adding one of these. Which would be a better addition to a TFSA to reap the greater reward. Thanks, Nick
Read Answer Asked by Nick on April 26, 2019
Q: Hi Team,

I love the work you do. I was just wondering what you would recommend purchasing when KWH.UN gets bought out? I am looking to replace it with another utilily. I owned Enercare, but when that got taken over I didn't replace it with another utility (but a bank stock). I am really looking for a good utility company. My investment style is that I try to be balanced. I like a combination of growth and dividends and hold my stocks for a long time. If you currently like a few, could you rank them in order and tell why you like them?

Thank you for all your hard work,
Terri

Read Answer Asked by Terri on March 04, 2019
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