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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 hold BEP.UN in both my RRSP and non-registered accounts. It's having a good run and is now roughly 7.5% of my portfolio. I'm starting to think about lightening up to 5% on it even though it shows no sign of slowing down yet. The 2.5% i would sell would eliminate the holding in the RRSP to no tax consequences.

Deciding to sell a stock is always a struggle for me. Which of these options would you recommend:
Use a trailing stop loss (for the 2.5%) to protect against a hard reversal in SP and just let it ride?
or
Use near the money, 1 or 2 month covered calls on the 2.5%?
or
Sell the 2.5%.
or
Just continue to hold the 7.5%

Your advice is always appreciated.
Peter
Read Answer Asked by Peter on November 28, 2019
Q: I have small positions in the above,except for npi. I am considering selling some of bep.un,which is up close to 80% and purchasing some npi. I also have bam.a and bip.un. In my portfolios. Would you please comment on this proposed adjustment and your rationale? If yes,would you wait for a pullback in bep.un. Thank you.
Read Answer Asked by Steve on November 28, 2019
Q: Goodmorning
I have a 1% position in ZGI and a 3% position in BIP.UN I am thinking of selling ZGI and using the proceeds to invest in BIP.UN in an effort to cut down on the number of positions I have in the total portfolio I am wondering what your thoughts would be with such a move?
Thks
Marce
Read Answer Asked by Marcel on November 27, 2019
Q: I see that for NTR and HR.UN the RSI is entering oversold territory. What importance do you place in the RSI for a company when considering a buy or sell? I am considering buying these two companies at these levels, would you recommend a purchase now? I am surprised at the sinking stock price of HR.UN compared to other REITs, do you see a particular reason for this? Thank you for your great work.
Read Answer Asked by Dennis on November 27, 2019
Q: Hello Peter and Team,
I hold a large position in TELUS. But I'm concerned about the impact of a possible decision by the Canadian (or other) governments to refuse to accept the Huawei 5G system. Your thoughts? If I believe that Huawei will be rejected, would it be better to exit, or at least reduce, TELUS? Thanks in advance.
Read Answer Asked by James on November 26, 2019
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