Investment Q&A

Q: Hi team
I am in a bit of a quandary, I bought ala a while ago, before they cut the dividend, my average cost is about $ 29, I know the old saying it doesn't matter what you paid for it, its the present that counts, I have it in a tax free account. I am thinking about selling some of it and buying vet, higher yield, but Lord knows that it could be cut at any time regardless of the management says they wont. I also feel that it has a better chance of capital gains in the future. How do you feel about this plan
Thanks

Q: hello 5i:
the railroads are beginning to look a little more interesting to me. While I still think we need at least another 5% taken from the price to become very interested, I wish to know which you'd pick today, knowing you go back and forth on them (you last chose CN in mid-August), and WHY you'd choose the one you do.
thanks
Paul L

Q: Good day intrepid advisors. I have questions on Eif. What are the most recent short positions please? Could you comment on their new acquisitions? ( and share issue). How do think the share price will react in near term and one year out barring any disasters. Thank you so much

Q: I have not invested in the Brookfield group of companies as I do not understand their corporate structure. Could you help by explaining their structure? Thanks

Q: This is a follow up to Rajeev's question regarding AQN. Although I have not yet contacted TD, it appears they are offering access to some of the new issue. It is listed on their WebBroker site under New Issues as open, with price to be determined in US $.
Dawn

Q: Looking for your expert analysis of MIC and do you see any tailwinds for them as they approach their earnings call at the end of this month or another negative report?
Buy, sell or hold
Thx Gary

Q: Hi, Has the company set a price and date for the secondary offering of 21.5 mln shares ? Do you see any impact on current share price and is it worth buying the secondary ? Thanks

Q: I hold Enterprise Product Partners in my RRSP account. I own this because the US seems less risky to pipelines in general. They announced further expansion with added capacity into 2021 and 2022. I know you don't cover US stocks but wonder if you could comment on debt levels, dividend coverage, etc.

Thanks for the fine service you provide

Q: Would you consider ala for tax loss selling. If sell is your recommendation what would you replace it with or buy back in 30 days. In a balanced portfolio.

Q: Would appreciate an analysis of SPH in regards to dividend safety, growth expectations and any upcoming tail or headwinds. Buy,sell or hold and do you see any resemblance to Superior Plus.
Thx Gary

Q: Have been watching signet for a few months now and it looks like it has good momentum and fundamentals. Am thinking of taking profit in Blackstone and redeploying the cash for dividends and growth. What is your assessment of SIG and would appreciate a few more names to replace BX.
Thanks as always Gary

Q: Follow closely your balanced portfolio. Thinking of selling gud for aqn. What do you think. Thanks as always. T steve

Q: Dear 5i,
I currently hold BIP in my USD account because it pays dividends in USD.
When the proposed share split is implemented;
1. What happens if one holds BIP in a USD account?
2. What happens if one holds BIP.UN in a CDN account?
3. Should I "journal" BIP to my CDN account prior to the split?
I'm afraid I didn't understand the bulletin on the Brookfield site.

thanks

Q: with maybe future rates cutes in the US is it good to keep these ?

Q: I own both of these companies. Looking to increase my exposure to renewable energy companies. Looking to the future, do you see any greater upside in share price for either one or should I just increase my investment in each one? Do you know of any other Canadian companies that are comparable or may even have more chance of increasing in value as we move forward. Both of these companies are held in my RRIF account. Thanks for your much respected advice.

Q: Can you explain a bit more about what is going to happen with the upcoming stock split? This is what I've seen so far: "Currently, unitholders are expected to receive 0.11 BIPC shares for each unit held of Brookfield Infrastructure (i.e., one BIPC class A share for every nine Brookfield Infrastructure units held) in the form of a special distribution." Also do you know when this will take place? Thanks!

Q: In January '19 I pivoted my portfolio to a defensive strategy which has let me sleep at night while returning 8.1% YTD through the end of September. But I also have kept about 30% cash in reserve. I am now doing a deep dive with a view to deploying that cash but all my defensive standbys all have sky high valuations. Thus, two questions:

1. Can you recommend any solid defensive, dividend paying stocks whose valuations are not through the roof? - I have the banks covered.

2. On a contrarian level can you recommend any energy stocks best poised to profit if/when that sector ever turns? A dividend payer is appreciated.

Thank you

Kim

Q: I would welcome your thoughts on Brookfield Global Infrastructure BGI.UN. I am considering it purely as an income play. Safety and consistency (or potential for increase) in the dividend are my only concerns with this investment. If it isn't deemed to be too risky, I might consider taking as much as a 5% position in it. If the statistics indicated on the TMX website may be relied upon, it appears to be trading at a very reasonable P/E multiple of 8 times and its price to book value of 1.018 also seems to me to indicate that one isn't paying a particularly high premium for it. I however, have no idea how someone should properly assess the value of such an investment and so I am seeking your thoughts and guidance. Thank you!

Q: AFN hit a12 month low today. at 38.97. 1. why is the share down 38 %. 2. what is the current payout ratio 3. is there any possibility of a dividend cut thanks Richard

Q: Can I have your comments and opinion on today's news that Tidewater is buying the Husky BC refinery? Sounds like a good deal to me.