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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: How would you determine the fair value of the premium that the BIPC shares should trade over the BIP.UN? What do you think of the current spread?

Read Answer Asked by SCOTT on May 13, 2020
Q: I OWN BEP.UN AND IT IS NOW 14% OF MY POTFOILIO when it was 10% i was going to sell but let it run. I know its not like csu but it has had a good run if people had sold csu when it reached 10% of there portfolio they would not have had the gains they did. So the question is when to sell. so is it time to sell and rebalance portfolio or let it ride. If i sell then what to replace it with still pays a decent dividend. I am a dividend investor.
Read Answer Asked by Ross on May 13, 2020
Q: Two questions regarding the Brookfield family. BIPC has just had a huge run-up. Best to buy now...or wait to see if the market chills with 2Q results? BAM has just dipped, I suspect due to the recent announcement of the $5 billion investment to support retailers. Would you still recommend buying today or are there other similar stocks you would prefer? Thank you.
Read Answer Asked by Maureen on May 13, 2020
Q: Webbroker indicates BIP.UN having a negative EPS growth of -26% over the past five years and BAM.A having an -11% negative EPS growth rate of over the past five years. Both stocks have performed well for me regardless of this negative EPS. Do you have any insight to help explain this? Thanks, Patrick
Read Answer Asked by Patrick on May 13, 2020
Q: Good morning,
I own AQN and I have noticed that since the beginning of May, BEP.UN has been trending up while AQN has been trending down. Usually they move together. Any idea why we have this recent divergence.
Read Answer Asked by Ken on May 12, 2020
Q: Hello Peter and team, I'd like to purchase some high quality US companies whose share prices have been unduly hit by the COVID correction. However, I want to do this in a conservative way - with larger, stable companies with low debt and strong balance sheets; assured 'survivors'. Can you please suggest 5 good US candidates in the 'survive and recover' blue chip camp, and a dividend of at least 2.5 percent. Thanks!
Read Answer Asked by James on May 12, 2020
Q: Retired and income seeking investor. These three stocks seem to have been underperforming. Would you buy them for relatively low volatility and reasonably good yields? How safe are their dividends?
Read Answer Asked by M on May 11, 2020
Q: I'm looking to start a new position in one of the above. They are both trading very close to each other in valuation. CN is bigger with more reach so I was leaning that way but wanted your take. Why would you go with one over the other? This would be in my TFSA.

(I feel like I have enough spicy growth names in my TFSA and am looking for something I can let sit for 20 years and not think about.)

Thanks
Read Answer Asked by Dennis on May 11, 2020
Q: I am coming up on the 30 day mark where I can repurchase shares that I sold to harvest some tax loses. Granted the market has been strong of late but I purchased some proxies on your recommendation and they have performed well. Which would you refer at this point AD or EIF and similarly PPL vs ENB?
Thank you for your continued support and guidance
Read Answer Asked by Marty on May 11, 2020
Q: There is news that Brookfield Infrastructure LP reduced the dividend by 10%. I suspect this simply reflects the dividends declared on Brookfield Infrastructure Corp, not a real reduction for the enterprise as a whole. Is this correct?
Read Answer Asked by Carl on May 08, 2020
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