Investment Q&A

• Brookfield Renewable Partners L.P. (BEP)
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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?

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Read Answer Asked by Martha on February 12, 2020

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Can you be more specific about “the 1 or 2 portfolio issues they are dealing with?”

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Read Answer Asked by Paul on February 12, 2020

• Aecon Group Inc. (ARE)
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Q: Interested in buying ARE. Your thoughts and thanks!

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Read Answer Asked by Bruce on February 12, 2020

• Bank of Nova Scotia (The) (BNS)
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Q: Please, what are earnings expectations for the next Q results for BNS, TD, NA.
I have not found a web site that would give that info, can you suggest one ?
Thanks,

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Read Answer Asked by Luc on February 12, 2020

• Mainstreet Equity Corp. (MEQ)
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Q: Could you comment please on this morning's
first quarter earnings report.
Thanks
Bob Rose

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Read Answer Asked by Robert on February 12, 2020

• Enbridge Inc. (ENB)
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• Fortis Inc. (FTS)
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Q: Can you please suggest a few names in the utility sector that are non-energy to complement ENB and FTS on the energy transportation and generation side. Thanks.

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Read Answer Asked by Benjamin on February 12, 2020

• Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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Q: Can you comment on earnings. Overall, is the revenue miss a big deal?

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Read Answer Asked on February 12, 2020

• Saputo Inc. (SAP)
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Q: Hi, do u think Saputo closing some production facilities and converting some of them to plant-based products can finally give their stock a boost,thanks?

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Read Answer Asked by Pat on February 12, 2020

• Enbridge Inc. (ENB)
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• Inter Pipeline Ltd. (IPL)
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• AltaGas Ltd. (ALA)
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• Algonquin Power & Utilities Corp. (AQN)
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• Northland Power Inc. (NPI)
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• Polaris Renewable Energy Inc. (PIF)
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• Atlantica Sustainable Infrastructure plc (AY)
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Q: These companies represent 17% of my portfolio, with ENB and NPI positions being 3.5% each and the remaining approx 2 % each. Recently stock prices of several of these have increased 10 % or so.

Should I adjust any of these positions?

Without really knowing the remainder of my account, what percent in utilties would be suitable for a ten year horizon?

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Read Answer Asked by Richard on February 11, 2020

• Alaris Equity Partners Income Trust (AD.UN)
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Q: What do you think of this stock ... would you consider today’s price as a decent entry point ?

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Read Answer Asked by Scott on February 11, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Could you comment please on BEP's relationship with Transalta.
Thanks
Bob Rose

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Read Answer Asked by Robert on February 11, 2020

• Exchange Income Corporation (EIF)
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Q: Does the DRIP have a discount? If yes what is it?

Thanks

Sheldon

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Read Answer Asked by Sheldon on February 11, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Brookfield Property Partners L.P. (BPY.UN)
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• InterRent Real Estate Investment Trust (IIP.UN)
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Q: I would like to have a good REIT stock. Would you recommend buying BPY? Or do you prefer other REIT stocks?
I read the company did some buy backs last quarter. Do you see the stock bouncing back in 2020?

Thank you

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Read Answer Asked by Kristelle on February 11, 2020

• Enbridge Inc. (ENB)
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• TC Energy Corporation (TRP)
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• Pembina Pipeline Corporation (PPL)
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Q: Q: Hello Gentlemen,
I hold 5.8% of TRP and 4.2% of ENB in my portfolios. Long term TRP has underperformed both PPL and ENB. I consider selling half of TRP (in RIFF) and use the proceeds to take a position in PPL.
Your opinion please.
Thank you,
Werner

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Read Answer Asked by Werner on February 11, 2020

• Enbridge Inc. (ENB)
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• AltaGas Ltd. (ALA)
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• Canadian Utilities Limited Class A Non-Voting Shares (CU)
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• Algonquin Power & Utilities Corp. (AQN)
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Q: Hi 5i Team:

Good day!

I am owning the above 4 stocks with a total less than 4.5%. The largest one is ENB. Instead of putting my cash (more than 10% of my portfolio) I wonder if I should buy more of some of these 4 stocks to earn dividend. I realize the stock may go up/down. My current holdings are well diversified, and having a good gain. I don't want to add more, or until I sell any of the current ones.

Your opinions and recommendations please.

There are more than one stock in my question, please take as many points as you need to.

Thank you.
Louisa

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Read Answer Asked by LOUISA on February 10, 2020

• Inter Pipeline Ltd. (IPL)
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Q: Hello: Back in 2015, I purchased a number of shares in IPL for approximately $25.00. Now they seem to be sitting at about $22.00 and there has been no significant changes for some time. Although the dividend is ok, I realize it has to be based on my purchase price, so isn't really 7+ %. I had hoped the price would increase with the recent pipline news, but it didn't. Back in 2015, these shares were considered a strong buy. How would you rate them Now?
Ken Beatty

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Read Answer Asked by Ken on February 10, 2020

• AltaGas Ltd. (ALA)
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Q: Is this a good time to add position to ALA:T based on its cleaning up its balance sheet? I run very concentrated portfolio. its 5% of my portfolio and down by 35%.

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Read Answer Asked by Piyush on February 10, 2020

• Innergex Renewable Energy Inc. (INE)
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Q: I had thought there would be a flurry of questions based upon today's announcement, but here goes. I wonder about your reaction and whether you would wait for the interest to die down a bit or would you buy now?
Thanks.

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Read Answer Asked by Peter on February 10, 2020

• Innergex Renewable Energy Inc. (INE)
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Q: Opinion

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Read Answer Asked by j stuart on February 10, 2020

• BCE Inc. (BCE)
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Q: comments please on the quarter?

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Read Answer Asked by blake on February 10, 2020