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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 both of these companies and need to take some profits and redistribute to other holdings. From previous questions I understand a date for the spin offs has not been announced. I do not want to sell now and lose out on the benefits of the spinoffs.
Would the current share price reflect the value of these spinoffs and then drop a corresponding amount when it hits the effective ex-div date similar to regular dividend payments?
I also plan on rebuying the spin off version of bip.un in my taxable acct (both currently in RRSP) based on my understanding that the full dividend would then be eligible for the dividend tax credit. Is this correct?
Thanks.
Read Answer Asked by Bruce on December 16, 2019
Q: I had been considering a purchase of BPY.un, but upon looking at their 2018 taxable income calculation, I see that while the full-year distribution was Cdn$ 1.64155, the total tax allocation to be reported was $2.47504. I'm interested in achieving less taxable income, not more. So, scrolling further down, there was another table for 2018 Canadian taxable income for a fund called Brookfield Office Properties Exchange L.P. , with the same full-year distribution, but entirely return of capital. However, I cannot find any information on this particular fund, so I'm hoping you can help out.
Read Answer Asked by chris on December 16, 2019
Q: Hello,

I want to add fixed income to balance my portfolio and will hold it in a cash account. I'm targeting 15% fixed income with > 10 year hold.

1. Are the ETF's in the income portfolio appropriate? or should I have more concentration? Or a different selection?

2. If > one ETF do you have a weighting suggestion?

3. Will these be taxed as income or dividends?

Thanks!

Dave
Read Answer Asked by David on December 13, 2019
Q: Greetings 5i team,

May I please have your expert analysis on the earnings of these companies.
I have been holding EMP.A for a while and have good profit. Is it time to bail out or still a good investment?
Is it time to step in to TCL.A?

Thank you in advance and have a safe and fun holidays
Atchuta
Read Answer Asked by Atchuta on December 13, 2019
Q: Do I continue to hold my 3% position in this Corp. now that the Demerais brothers are exiting? I'm not really knowledgeable about the gentleman over at Power Corp. who will be heading up the new amalgamation of these 2 cos. Just figured that there may indeed be a chance for growth and change with someone new at the helm, especially with their fin tech operations. Need guidance!
Thank you. Happy holidays!
Read Answer Asked by Wendy on December 13, 2019
Q: Today a few of the Brookfield co’s Lost quite a bit of ground.Are you aware of any reasons for these drops and do you still like BAM.A for the long haul.sincerely Joseph.
Read Answer Asked by Joseph on December 13, 2019
Q: Can you rank the blow stocks from as either a buy or a sell? Any of those 3 you feel particularly strong about either way?
Algonquin Power
Altagas
Stantec

Also, I'm looking to swap H&R Reit for a better one (either Industrial or Multi-family focused)... is there a particular REIT you like best? H&R has too much retail and office imo.

Thank you and please feel free to deduct 2 question points since this is two questions.
Read Answer Asked by Max on December 13, 2019
Q: Hi team,

What are your 2 to 3 favourite pipeline companies in Canada right now? Is the sector fairly priced? How are valuations impact by rising interest rates?

Thank you,
Jason
Read Answer Asked by Jason on December 11, 2019
Q: As a dividend investor, I read with great interest the article by Peter and Moez in the November/December issue of Canadian Moneysaver, titled 'Does High Yield Really Mean Higher Risk? YES, YES, YES!'. Some compelling long-term return data showing returns of equities stratified by dividend yield were presented in the paper. Were the data based on all constituents of the TSX index? TSX 60? Something else? Would you be able to provide similar data for the S&P 500 and world indices as well (only return data would be great, I'm less interested in the other tables)? Thank you.
Read Answer Asked by Walter on December 11, 2019
Q: Seasons Greetings 5i - I have held this TransAlta preferred for a number of years in my RRSP and I'm thinking its time to sell and reinvest elsewhere as I don't see a rebound on the horizon. It represents 1.5% of my portfolio. Portfolio analytics is suggesting I reduce my CDN holdings and increase US (3%) and INTL (15%). My investment strategy as a retiree is largely to invest in companies with track record of increasing dividends and earnings. PA also suggests I reduce exposure to financials, energy and utilities; and increase consumer defensive, healthcare, industrials and communications. I'd appreciate your thoughts on selling and where to invest. At present, I have a 3.4% position in VIS and limited healthcare in TFSA with VHT (0.5%) and UNH (0.4%). Or maybe I just add to my Algonquin position which is 2.3% and retain a decent yield? Thanks for the advice and your help this past year.
Read Answer Asked by Martha on December 11, 2019
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