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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: Utilities seem to go parabolic since December 2018 with no sign of slowing down. Since interest rates seem to remain low for a foreseeable future, is this a new secular trend emerging from improved interest in green energy. ZUT in particular includes many renewable power generator companies. So I basically have 2 questions: If this is a new secular trend should one increase their utility allocation ? 2: Is there still life for oil and gas companies ?
Read Answer Asked by Yves on February 13, 2020
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
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