Q: The Dividend is pretty high. Is it safe? Thanks!
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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 don’t know if this appropriate. But here goes. Today you answered my question. If you have access to my question.it will save me repeating it again. To reduce risk I have sold my position in BPY.UN at a profit. Looking at the portfolio I would appreciate any addition you would make to this portfolio either new or adding to existing position
- Enbridge Inc. (ENB)
- Pembina Pipeline Corporation (PPL)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Capital Power Corporation (CPX)
- Descartes Systems Group Inc. (The) (DSG)
- Parkland Corporation (PKI)
- TFI International Inc. (TFII)
- Kinaxis Inc. (KXS)
- Brookfield Property Partners L.P. (BPY.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Exchange Income Corporation (EIF)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Antibe Therapeutics Inc. (ATE)
- Vanguard S&P 500 ETF (VOO)
- Vanguard Dividend Appreciation FTF (VIG)
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
- B2Gold Corp (Canada) (BTG)
Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .
Q: What in your estimation would constitute a buy signal for BPY? Thank-you.
Q: I currently own AD and I'm down about 50%. Would you recommend selling AD and switch to BPY.UN?
If BPY.UN keeps its dividend rate, my total dividend yield would improve slightly. So I have a slight advantage on yield (if BPY.UN does not cut it yield).
Yet BPY.UN has more potential to bounce back up from the $12 level than AD from the $9+ level. The growth part is seemingly more in favour of BPY.UN. Would you recommend such a switch? Your opinion is much appreciated. Thanks.
If BPY.UN keeps its dividend rate, my total dividend yield would improve slightly. So I have a slight advantage on yield (if BPY.UN does not cut it yield).
Yet BPY.UN has more potential to bounce back up from the $12 level than AD from the $9+ level. The growth part is seemingly more in favour of BPY.UN. Would you recommend such a switch? Your opinion is much appreciated. Thanks.
Q: Peter; Shopify just announced that all employees will be permanently working from home. Two part question - is this a trend that spells doom for office rental companies- should bpy.un be sold ahead of a curve that could develop. Thanks. Rod
Q: Peter; Do you think the Brookfield Group, and other large corporations, would take the government’s rental support with all its qualifications, such as a board seat, warrants etc? Thanks. Rod
Q: good morning, I am concerned that the move toward working from home and the probability that the trend will continue even after the pandemic crisis is behind us will have a negative impact on bpy given their exposure to the office space market.
Likewise they have significant holdings in shopping malls, and with the increase in online shopping are they likely to suffer a negative double whammy? Your thoughts are appreciated.
George
Likewise they have significant holdings in shopping malls, and with the increase in online shopping are they likely to suffer a negative double whammy? Your thoughts are appreciated.
George
Q: I have to raise some cash, which of these two would you sell, and can you give your reasons.
Thank you
George
Thank you
George
Q: Can we have your take on results for these two companies?
Q: Your comments on their recent results would be appreciated. Since I already own it, do you advocate, in light of the report, hold or sell, since I'm sure you don't advocate buying more. Thank you.
Q: Can you please comment on recent earnings. I was suprised the dividend was maintained. Do you see the 5 billion $ fund by BAM to invest in retailers a way for them to support BPY ? Thanks.
Q: Approximately what % of FFO or distributable cash flow comes from industrial/ logistics or similar assets (presumably in their LP investments)? Thanks.
Q: With the weekend announcemnts re BAM buying into the market decline and BPY.UN saying they have $8B in available cash would it not be very difficult for them to cut the dividend while spending money on acquisitions ? Thanks. Rod
- RioCan Real Estate Investment Trust (REI.UN)
- H&R Real Estate Investment Trust (HR.UN)
- Artis Real Estate Investment Trust (AX.UN)
- Brookfield Property Partners L.P. (BPY.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: I am underwater on these and would like to harvest the losses and re-buy after 30 days (or not). Can you suggest temporary replacements for each? Any of these names you would not buy after the 30 days and just add to others?
Please deduct as many questions as appropriate.
Thank you.
Please deduct as many questions as appropriate.
Thank you.
- Exxon Mobil Corporation (XOM)
- Suncor Energy Inc. (SU)
- H&R Real Estate Investment Trust (HR.UN)
- Brookfield Property Partners L.P. (BPY.UN)
Q: hi ,dear team:
i bought bpy.un at 11.81 and xom at 40.81, do you think i should change to su and hu.un for more saftey?
i still some money now, which one you think i should add to my portfolio.?
appreicate!
Jacky Luo
i bought bpy.un at 11.81 and xom at 40.81, do you think i should change to su and hu.un for more saftey?
i still some money now, which one you think i should add to my portfolio.?
appreicate!
Jacky Luo
- AltaGas Ltd. (ALA)
- H&R Real Estate Investment Trust (HR.UN)
- Methanex Corporation (MX)
- Chartwell Retirement Residences (CSH.UN)
- Western Forest Products Inc. (WEF)
- Brookfield Property Partners L.P. (BPY.UN)
Q: I have held these for income and am down substantially. . All are in registered accounts. Are any of them in danger of bankruptcy? Are any worth holding and/or adding to at this time?
Thanks
Gary
Thanks
Gary
Q: I am a Canadian and have built up a good position in BPY.UN during this sell-off. Their website says their distributions are to dividends but Flow Thru (income) and taxed in the hands of shareholders.
They supposedly issue T5013s.
Is it better to hold in RRSP/TFSA or non-registered?
If I am borrowing to invest in a non-registered, do you think the interest can be written off taxes like buying other securities can be?
Thank you
Bruce
They supposedly issue T5013s.
Is it better to hold in RRSP/TFSA or non-registered?
If I am borrowing to invest in a non-registered, do you think the interest can be written off taxes like buying other securities can be?
Thank you
Bruce
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Pembina Pipeline Corporation (PPL)
- H&R Real Estate Investment Trust (HR.UN)
- Keyera Corp. (KEY)
- Chartwell Retirement Residences (CSH.UN)
- Brookfield Property Partners L.P. (BPY.UN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
Q: I would like to add a mix of income stocks to my portfolio (for a 5-10yr hold) which has been primarily growth oriented and comprised of a number of 5i’s BE Model Portfolio names.
a) Could you please rank the above listed stocks for dividends with preference for long term yoield of at least 4-5%, and growth back to YTD highs over the next year or two. Moderate to high risk is okay.
b) List any particular concerns you see with any of them.
c) Your suggestions for 1-2 better names in the current market to represent sectors such as utilities, financials, Telecoms, Reits, and ndustrials would be much appreciated.
Thanks for your wisdom and guidance over these unprecedented times.
a) Could you please rank the above listed stocks for dividends with preference for long term yoield of at least 4-5%, and growth back to YTD highs over the next year or two. Moderate to high risk is okay.
b) List any particular concerns you see with any of them.
c) Your suggestions for 1-2 better names in the current market to represent sectors such as utilities, financials, Telecoms, Reits, and ndustrials would be much appreciated.
Thanks for your wisdom and guidance over these unprecedented times.
Q: Is HR.UN a reasonable tax loss swap for BPY.UN?
Thanks, Hugh
Thanks, Hugh