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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: sorry if this is a long winded question. after yesterday's pull back and looking like some more today this might be the pullback everyone has called for since the beginning of the year. i've put together a list of companies i'd like to add to if prices got cheap enough. most are are utility/telecom/pipeline names that have done so well for me over the past few years. seeing as these names have benefitted from the low rate environment and possibly people looking for yield (bond alternatives) is this the right strategy going forward? i'm in love with the dividends but don't want to let that skew my investment so i'm looking for your advice. should i be looking at allocating cash to other sectors that might not be impacted negatively by rising rates? i have room to add to my financial, tech, and industrial holdings based on current weighting in my portfolio.
Read Answer Asked by Richard on May 18, 2017
Q: I currently own BEP.UN and BIP.UN. Thinking of adding BAM.A.
Are these companies linked in such a way, that really bad news would bring the other Brookfield stocks down?
Thanx
Saw your response on rating the order of the Brookfield stocks on the 17th. Noticed you put BAM.A ahead of all the Brookfield stocks.
What makes it better than the two I have , in your opinion.
Read Answer Asked by David on May 18, 2017
Q: I am retired and have holdings in Alaris Royalty and Cominar REIT for income in a broadly diversified portfolio, but have incurred unrealized capital losses of 12% and 6% respectively.

Should I continue to hold, sell or buy more at these levels?

Capital preservation is on my mind and are there better companies than the ones I hold?

Thanking you for your opinion
Read Answer Asked by Isabel on May 17, 2017
Q: Please rate these Brookfield companies in order of you best choices for growth, valuation and risk.
Thanks,
Terry
Read Answer Asked by Terry on May 17, 2017
Q: Scanning your latest research summary the 12.3% yield on NAL jumped off the page at me. Your B ranking doesn't put up a red flag but it also isn't in your portfolios. What is your outlook for this company. Will it continue sideways? Chances they will bring back the div? Possible short term buy at the $2 price with expectation it will pop back up to the recent $2.5 range for a short term profit? Or move on to better things realizing the 12% annualized div is gone and was a statistical hangover from better days...Any other yield traps on your list...BDI, ADN, CPX...
Read Answer Asked by Tom on May 17, 2017
Q: looking back it looks like ALA and IPL have been base building for about 15 months. Is that significant or is the price of crude the only factor in the pricing? What does your reply say about the viability of technical factors in stocks like IPL and ALA?
Read Answer Asked by Tim on May 17, 2017
Q: My birthday always prompts an RRSP review and the magic age of 71 is not that far away so I am slowly transitioning from equities to safer, dividend yields as I won't need the funds for quite a while after I have to convert to a RRIF.
I have just initiated good positions in Hydro One and the new ECN preferred. I am looking at Enbridge and Altagas for at least a ten year hold and would be happy with just the dividend. I already have a good chunk of Interpipeline.
Are pipelines in particular and dividend companies in general looking at significant headwinds with interest rates slated to rise, probably quite a bit, over my ten year plus timeframe. I'm looking for investments that I can park and collect without undue concern.
If not them, then who, with the criteria outlined?
Thank you.
Steven
Read Answer Asked by Steven on May 17, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my utilities sector which is 3% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio.
Read Answer Asked by Terry on May 17, 2017
Q: Point North is trying to control the board, a move which cannot be justified by their level of ownership.

I suppose the first question for the shareholders to consider is whether the existing board and management are doing a decent job. Do you have an opinion on this point?

If the incumbents are OK, I think that there would be no reason to give Point North's predatory demand any consideration.
Read Answer Asked by Carl on May 17, 2017
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