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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: Happy Holidays everyone! I am relatively new to 5iResearch (few months) and must say that my results have been outstanding to say the least (SHOP, WELL, XBC to name a few - AC being the only one down so far). Thank you for that 5i.

I hold ET but am negative, as I am with BPY.UN (by more than 20% on both). I need to increase exposure in Technology, Industrials and both Consumer Cyclical and Defensive and decrease in Real estate. I do like some revenue but it is not essential for the next 3-5 years.

In no special order I am thinking LSPD or SYZ, TFII or WSP, PLC and PBH. What are you suggestions for growth here. Please comment and/or place in order of preference - objective being to recapture lost value in BPY.UN and ET over coming 12 months.

I understand this may represent many questions. Please take necessary credits. Thank you.
Read Answer Asked by Roger on December 23, 2020
Q: The reported 'dividend' yield for BPY is reported as 9.2%. However, am I correct to say that this is not a 'dividend' like a dividend from the Royal Bank.
Is the BPY dividend actually a blend of interest, dividend, return of capital and 'other' income? Please confirm this observation to be correct or not.
An amateur DIY investor such as myself can be fooled if not careful by simply looking at the 'dividend yield' as reported in daily stock quotes.
What got me questioning the yield was the old adage "if it sounds too good to be true, it probably is". As mentioned in my previous question, the high 'dividend' put up a red flag.
Regads,
Read Answer Asked by Ron on December 21, 2020
Q: Potential tax loss selling -- could you please provide suitable placeholders for these companies. Also, if you recommend keeping these "placeholders" instead of switching back after 30 days please let me know.
Read Answer Asked by Brett on December 09, 2020
Q: Could I get suggestions for long term dividend paying stocks for a young investor to add to these stocks.
Read Answer Asked by Roy on December 03, 2020
Q: I am heavily weighted in Brookfield right now (BPY, BEP, BEPC)– across all my accounts they are at 15% of my holdings, largely due to the great run BEP as been on. I'm looking re-balance and am considering two choices: (1) I could dump my entire BPY stock (I'm down roughly 20%) which would reducing my overall Brookfield holdings by 4%, or (2) I could take some profit from BEP to do the same, leaving BPY in the hopes I recover some of that loss.

Which would you recommend?
Read Answer Asked by Alex on December 02, 2020
Q: Good day. I have been holding BPY.UN for 2 years but see it going nowhere aside from having a nice dividend. I now stand -15% and a 3.2% position in my RSP. I am overweight Real Estate and need to increase weight in Technology/Consumer Non-Cycl. and Cycl. Can you suggest a few of your portfolio favourites that I could start positions with or should I hold on for awhile to see where BPY.UN goes. Please note that I use dividends as reinvestment/diversification tool and therefore although not necessary for growth they are quite useful.
Thank you
Read Answer Asked by Roger on December 01, 2020
Q: Greetings 5i,
I am looking to make some room in my portfolio and have also recently done well on the REIT rally. Of the three companies listed, would you SELL one of them or trim from all three?
Thank you very much
Steve P
Read Answer Asked by Steve on November 30, 2020
Q: What are your thoughts about these companies, aiming for dividend growth and capital apreciation. Do you suggests any alternatives with similar strategy and sector?
Read Answer Asked by Clayton on October 29, 2020
Q: If you could see into the future and knew COVID, people's fear of COVID, the economic effects of COVID were all gone ( basically a complete return to normal scenario was 100% for sure in 2021/2022) what basket of Canadian stocks would you purchase now for longer term hold (5-8 years).
Read Answer Asked by Ryan on October 27, 2020
Q: Hi,

Please rank these REITs for relative distribution safety and eventual share price recovery.

Is there one in particular that you'd get rid of?

Thanks,

Gord
Read Answer Asked by Gordon on October 07, 2020
Q: Hi Guys
I hold both these companies, both of which are trading at about half of book value. I was thinking of selling one of these and using the proceeds to top up the other holding. Looking forward a couple of years, and seeing which company has delivered better returns, which company would you favour and why.

Thanks
Read Answer Asked by Stuart on September 24, 2020
Q: Hello 5i Team
I own several Brookfield entities (BAM.A, BEP/BEPC, BIP/BIPC, BPY/BPYU and BPO preferred) in various accounts based on tax effectiveness/reporting (based on my own interpretation).
1 - What would be a reasonable percentage of an entire portfolio (non-registered, RRSP and TFSA) that should be allocated to the "Brookfield Empire"? My thoughts are an investor should have no more 10 % of an entire portfolio invested in the various Brookfield entities as an optimum amount.
2 - What would be the absolute maximum of an entire portfolio (non-registered, RRSP and TFSA) that should be allocated to the "Brookfield Empire"? My thoughts are an investor should have no more than 15 % of an entire portfolio invested in the various Brookfield entities as an absolute amount.
3 - What would be the allocation of the amount invested to each of the Brookfield entities in the portfolio amount allocated to the Brookfield entities (i.e. BAM.A 25%; BEP/BEPC 25 %; BIP/BIPC 25 %; BPY/BPYU 20 %; BPO Preferred 5 %).
I have not included BBU as part of the question as I don't see the need to invest in it.
Thanks
Read Answer Asked by Stephen on September 08, 2020
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