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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: All the renewable stocks other than BEP.UN are getting beaten up today. Any news that I missed. Could it be Tax loss selling since the sector is one of the few that has done poorly this year?
Read Answer Asked by Albert on December 14, 2021
Q: Please rate in order picks for dividend income and growth
Read Answer Asked by Gerald on December 14, 2021
Q: I'm down about 15% on BIP.UN and am thinking of a tax loss sale and purchasing either NPI or BLX; and then reentering BEP in January. I currently hold CPX and AQN.

A similar question had been asked previously in June, and 5i's recommendation was either NPI or BLX. Has anything changed with these companies since June? What would be your preference for a short term hold today and why?

Many thanks!
Read Answer Asked by Cory on December 13, 2021
Q: The multi voting shares trade at a ~5% premium to the subordinates, is there a coattail provision for the sub shares in the event of a takeover/privatization and how likely is this considering the family ownership?

TCL.a is in the Income portfolio at a 2.5% weight and 38% reduction from purchase price, would you consider the weight appropriate, and with an event such as a takeover would you expect a premium close to what was paid for the shares or could it possibly be a takeunder?
Read Answer Asked by Jeff on December 13, 2021
Q: As a retired income plus some growth couple in late 70's with only RRIF and tfsa accounts pls help. We had abbv 5.5%, zuh 5% then added mrk 3.5% lately based on the Covid pill and positive 5i info only to see a 15% drop on news and selloff. Should we sell mrk with the loss or hold. If sell what woul you suggest to add. Thanks
Read Answer Asked by Peter on December 10, 2021
Q: Hello -
In a recent Q&A, your team mentioned that TRP is cheap. It currently has an approximate PE of 30X. Do you see the "E" increasing in the near future to make this ratio look more reasonable? Or from what metric do you see this stock as being inexpensive ?

I also see negative Free Cash flow for the last number of years. Is this concerning?

With growing demand for EV's going forward, how much of a negative impact will this have on ENB and TRP ? Is one slightly more vulnerable to the changeover from ICE to EV than the other?

Thanks.
Read Answer Asked by James on December 10, 2021
Q: I'm interested in freeing up some cash in one of our RRSP accounts and, in order to do so, plan to sell one of the 3 listed companies.
Kindly advise which one you would consider disposing of first and, perhaps, a brief explanation as to why.
Thanks for the help. Richard
Read Answer Asked by Richard on December 09, 2021
Q: Long time holder of NPI, wondering what your thoughts would be on a switch to BEP.UN. The fact it is one of the few stocks you have rated as an 'A' is a huge vote of confidence, as well as being a Brookfield company, more diversified, larger market cap, slightly higher yield.

Thanks in advance.
Read Answer Asked by Jeff on December 07, 2021