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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: I intend to diversify away a bit from the Brookfield family as I already have BEP.UN and BIP.UN.

Within my RRSP I intend to sell BYP.UN and am interested in buying AW.UN. It appears that A & W's debt is under control. Dividend growth appears to lack a bit of consistency though.

How good is their management?
Would you expect about 7 or 8% total return going forward?
Morningstar Fair Value is about $35. Would you agree?
Would a 5% position be too much for this type of stock if we were to go into a recession?
Do you have any concerns over the 20% drop from its highs?

Thanks.
Read Answer Asked by James on February 13, 2020
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: 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?
Read Answer Asked by Richard on February 11, 2020
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
Read Answer Asked by Kristelle on February 11, 2020
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
Read Answer Asked by Werner on February 11, 2020
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
Read Answer Asked by LOUISA on February 10, 2020
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
Read Answer Asked by Ken on February 10, 2020
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