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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: With the takeover of BPY by BAM.A , I thought the preferred of BPY would have jumped closer in price to the equivalent of BAM preferred. even though they said they will stay under a BPO sticker wouldn t they benefit from the better security abd credit umbrella from BAM. I see a possible trade here. Your thoughts?
Thank you.
Read Answer Asked by francois on April 06, 2021
Q: Could you please provide your recommendation from a utility/energy investment standpoint. I have mentioned 3 possibilities here. Trying to gain insight around management effectiveness, leverage etc. For instance, FTS seems to have superior mgmt effectiveness from an ROE, and leverage standpoint, so is that considered superior or depends on investment objective as one is growth vs income oriented. In the end, looking for alternatives as I already own these, and Brookfield has performed very well so now over weighted. Thanks
Read Answer Asked by Steven on April 06, 2021
Q: As a retiree, I invest in mostly growth stocks with little or no dividends in my non-registered accounts so as to manage my net income to avoid government clawbacks and high tax brackets. In doing my research, how can I find out how distributions and dividends being paid by a company will be taxed in the hands of shareholders? Do dividends from specific classes of purchased stocks taxed differently?
More specifically, how are the distributions from BAM.A and BEP.UN treated, and are any of these or other Brookfield stocks considered return of capital?
Any recommended reading in this area?
Thanks for your ongoing sound support.
Read Answer Asked by Alvin on April 01, 2021
Q: hi 5i. I am thinking of selling shaw, to take advantage of the capital gain. I am not confident the deal with rogers will go through? what are your thoughts on the deal going through? my strategy was to sell the shaw, and buy some rogers, or add to my Telus. any advice would be appreciated, as always. hopefully Peter is on the bike again, roads are looking better now. cheers, Chris
Read Answer Asked by chris on March 31, 2021
Q: I'm having trouble locating your last Report on Telus. Would you direct me please.
And would you comment on the present price of Telus being an opportune point of acquisition vis a vis Rogers and Shaw's current dance.
Read Answer Asked by GEORGE on March 31, 2021
Q: Would appreciate your recommendation of 5 Canadian and 5 US dividend aristocrat equities that you would purchase that you would expect some growth in both income and price appreciation.
Read Answer Asked by David on March 31, 2021
Q: Its astonishing how similar the charts look alike for FTS, EMA and CU. They have had a good move. The charts on AQN and NPI look very similar to each other as well, however moving sideways. Why do you think AQN and NPI seem to be lagging FTS, EMA and CU? Best, Don
Read Answer Asked by DONALD on March 30, 2021
Q: Hi,
How would you rank the 3 pipeline companies in regards to safety of dividend, revenue growth and dividend growth.
Thank you
Ed
Read Answer Asked by Edward on March 29, 2021
Q: Hi 5i team,
Within the telecommunication industry, I want to seek for companies that have good growth forecast, reasonable pricing, and mild volatility compared to peers. Dividends Not important. Among T, BCE, and QBR.b, which would be your preference and why, or is there another name you like better? Thanks.
Read Answer Asked by Willie on March 29, 2021
Q: As a member for many years, I would like to thank you for the wonderful service you provide to all of us. I have learned so much by reading the daily questions, your responses, and your blogs and updates. Right now in my RRIF, I would like to top up either Trane or Linde on the US side, or TCN on the Canadian side. If you would rank them according to your best estimate for capital growth over the next few years, I would appreciate it. Thank you, Jane N
Read Answer Asked by JANE on March 25, 2021
Q: I own these 2 companies and wish to consolidate into 1. They overlap in sectors to some degree with their propane distribution business. I like the management of PKI while the Brookfield investment in SPB provides strength.
Which has better growth potential ? How might the Brookfield connection play out for SPB ? In short, which one to keep and why? Thanks Derek.
Read Answer Asked by Derek on March 25, 2021
Q: Renewables have pulled back substantially after the rate rise which seems to be pausing. Which 3 companies would you recommend for a long-term hold and why? Thank you!
Read Answer Asked by Michael on March 24, 2021
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