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- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Fortis Inc. (FTS)
- Nutrien Ltd. (NTR)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi,
I'd like to raise some cash in my non-registered account. How would you rank these stock (from first to sell to last to sell)? All will be sold within about 4 years.
Thanks,
CG
I'd like to raise some cash in my non-registered account. How would you rank these stock (from first to sell to last to sell)? All will be sold within about 4 years.
Thanks,
CG
- Peyto Exploration & Development Corp. (PEY)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: BIPC has had a good run lately, do you see much more near term upside with the dividend tax credit changes? I’m thinking to switch into PEY for the greater yield and more upside once we get a change in federal gov. Also I like the ability to write some covered calls.
What are your thoughts on this trade, and do you have any insights on timing?
What are your thoughts on this trade, and do you have any insights on timing?
- Manulife Financial Corporation (MFC)
- Constellation Software Inc. (CSU)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: Good day everyone. My holding in the following companies represent 25.11% of my investment portfolio across 3 registered and 1 cash account:
BN 5.00 %
BAM 2.36 %
BIPC 2.22 %
BIP.UN 1.35 %
BEPC 1.25%
For a total of 12.18 % amongst the Brookfield group of companies
CSU 5.49 %
TOI 1.81 %
LMN 1.40 %
For 8.7 % in CSU and associated companies
MLF 4.23 %
Collectively these holdings represent about 25.11 % of my holdings at the end of the 3Q.
I understand that your services are not to give personal advice but would value and appreciate your opinion on the weighing of these investments, specifically in the Brookfield group. The portfolio has done reasonably well (thanks fot 5i) but don't want to get complacent.
Much appreciated.
BN 5.00 %
BAM 2.36 %
BIPC 2.22 %
BIP.UN 1.35 %
BEPC 1.25%
For a total of 12.18 % amongst the Brookfield group of companies
CSU 5.49 %
TOI 1.81 %
LMN 1.40 %
For 8.7 % in CSU and associated companies
MLF 4.23 %
Collectively these holdings represent about 25.11 % of my holdings at the end of the 3Q.
I understand that your services are not to give personal advice but would value and appreciate your opinion on the weighing of these investments, specifically in the Brookfield group. The portfolio has done reasonably well (thanks fot 5i) but don't want to get complacent.
Much appreciated.
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