Q: I just read that you are saying there is a 10% tax on the sale of limited partnership shares. Is that only for US LPs? Or are you saying that when I sell my bip.un shares, that i will have to pay a 10% tax on the proceeds, independent of whether there is a gain or loss from the sale?
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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.
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BlackRock Inc. (BLK)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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KKR & Co. Inc. (KKR)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: If I were to replace my Brookfield holdings, would you be able to suggest some proxies? Thanks.
Q: Hello Team,
Could you please rank these three stocks for total return, capital appreciation and dividends, over the next two to three years and why.
Thank You,
Barry
Could you please rank these three stocks for total return, capital appreciation and dividends, over the next two to three years and why.
Thank You,
Barry
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hello.
On a scale of 1-10, with 10 being the best, how would you rank these 4 names for a combination of yield and growth for a ~ 2 year time frame?
Thanks.
On a scale of 1-10, with 10 being the best, how would you rank these 4 names for a combination of yield and growth for a ~ 2 year time frame?
Thanks.
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Toronto-Dominion Bank (The) (TD)
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Sun Life Financial Inc. (SLF)
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Northland Power Inc. (NPI)
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TMX Group Limited (X)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Hydro One Limited (H)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom
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Visa Inc. (V)
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Toronto-Dominion Bank (The) (TD)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Pembina Pipeline Corporation (PPL)
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Alimentation Couche-Tard Inc. (ATD)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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BMO Equal Weight US Banks Index ETF (ZBK)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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INVESCO QQQ Trust (QQQ)
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Royal Bank Of Canada (RY)
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Costco CDR (CAD Hedged) (COST)
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Apple CDR (CAD Hedged) (AAPL)
Q: My mortgage is coming due at a much higher rate than it has been for the past 5 years, so given the current economic uncertainty, I’ve decided to sell half of my unregistered portfolio to pay it off. I understand this will incur tax, and I’m prepared for that. Here are my holdings—please advise on the optimal order of selling to ensure the remaining portfolio is defensive, particularly against tariffs and economic uncertainty. I'm open to the cheese slicer method across some or all stocks. Please deduct credits as you see fit. Thank you!
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Home Depot Inc. (The) (HD)
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Honeywell International Inc. (HON)
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Stryker Corporation (SYK)
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Visa Inc. (V)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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The Trade Desk Inc. (TTD)
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Zscaler Inc. (ZS)
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Reliance Inc. (RS)
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Trane Technologies plc (TT)
Q: Hi 5i Team,
I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?
I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?
I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.
Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.
Lisa
P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.
I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?
I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?
I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.
Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.
Lisa
P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Asset Management Inc Class A Limited (BAM)
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Brookfield Corporation Class A Limited (BN)
Q: I have been building my position in BN and now sit at 2.63% position size. I am holding a 1.72% position size in BAM in a taxable account. I am thinking of selling BAM and adding the proceeds to BN. Is this wise? In taxable accounts I am more focused on future gains than on dividend return. Currently my BAM position has a gain of 107%. I have ample capital loss reserves to cover any capital gains incurred from selling BAM.
I also hold BEP.UN (1.24% position) and BIP.UN (3.47% position) in registered accounts for diversity and income. No plans to change those.
What do you think about consolidating BAM holdings into BN?
I also hold BEP.UN (1.24% position) and BIP.UN (3.47% position) in registered accounts for diversity and income. No plans to change those.
What do you think about consolidating BAM holdings into BN?
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Savaria Corporation (SIS)
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goeasy Ltd. (GSY)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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WELL Health Technologies Corp. (WELL)
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Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Of the following stocks please list those that are vulnerable to Trump's tariff threats and a brief reason for that vulnerability ..... Mr Canadian Market may not being taking his threats seriously but I am. My plan is to replace vulnerable Canadian names with U.S. ones ..... Thanks for your terrific service ......
WSP,TFII ,AND ,BN,BIP.UN,EQB,SIS ,WELL ,ENB,HPS.A,IFC,GSY
WSP,TFII ,AND ,BN,BIP.UN,EQB,SIS ,WELL ,ENB,HPS.A,IFC,GSY
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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TFI International Inc. (TFII)
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Kinaxis Inc. (KXS)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Savaria Corporation (SIS)
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goeasy Ltd. (GSY)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Exchange Income Corporation (EIF)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Lumine Group Inc. (LMN)
Q: Hi 5i
Please as many questions as needed.
I am heavily invested in stocks and want to raise cash, putting more money into bonds. I have about 10% in Canadian oil and gas, 5% gold stocks, and about 13% in uranium stocks. I am going to hold my gold and uranium.
What allocation would you suggest for a retiree in terms of portfolio holdings of gas and oil?
I am concerned about the possible coming tarriffs and the effect on the Canadian ecomomy. Most of my holdings are Canadian. A lot of these are in dividend stocks. I have held them through the past few years but I do need to increase the allocation to conservative investments. I plan to reduce most by about 20% or consider outright sells. I currently prefer to reduce downside risk than worry about the upside.
Can you help me decide from the viewpoint of possible tarriffs and effect on the Canadian economy which are at risk the most. Could you class these as hold, reduce or sell. I will hold all my U.S. stocks which are about 15% of my portfolio and haven't listed those here.
Thank you for your very helpful advice.
Please as many questions as needed.
I am heavily invested in stocks and want to raise cash, putting more money into bonds. I have about 10% in Canadian oil and gas, 5% gold stocks, and about 13% in uranium stocks. I am going to hold my gold and uranium.
What allocation would you suggest for a retiree in terms of portfolio holdings of gas and oil?
I am concerned about the possible coming tarriffs and the effect on the Canadian ecomomy. Most of my holdings are Canadian. A lot of these are in dividend stocks. I have held them through the past few years but I do need to increase the allocation to conservative investments. I plan to reduce most by about 20% or consider outright sells. I currently prefer to reduce downside risk than worry about the upside.
Can you help me decide from the viewpoint of possible tarriffs and effect on the Canadian economy which are at risk the most. Could you class these as hold, reduce or sell. I will hold all my U.S. stocks which are about 15% of my portfolio and haven't listed those here.
Thank you for your very helpful advice.
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I hold BAM, BIP.UN, BIPC, BEP.UN, BEPC and BN in a non registered account. For September and December dividend payments, I noticed that a withholding tax was applied to BIP.UN. For tax purposes, would any of the 6 stocks listed be better off in a registered account?
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: Please advise which is more benefit to hold in unregistered accounts. Also are they both the same stocks and it looks like BIPC has outperformed.
Thanks for the great service.
Thanks for the great service.
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: should i sell my bip.un and buy bipc
The latter seems to be outperforming the former
Thanks
The latter seems to be outperforming the former
Thanks
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I own both of these companies in my unregistered account. Is it prudent to own both? I am thinking of selling BIP.UN.
Thanks so much
Dorothy
Thanks so much
Dorothy
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Tourmaline Oil Corp. (TOU)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I have these stocks in my TFSA. How would you rate them for growth and dividend.
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Toromont Industries Ltd. (TIH)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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BMO S&P US Mid Cap Index ETF (ZMID)
Q: I am thinking of selling torment industries at a 10%
Loss and Brookfield infrastructure lp to generate
Money to buy ZMID:CA
I agave current 35% of my investments in u.s.
The balance in Canada this would increase my exposure to the u.s. market to 40%
Can I have your thoughts on this move
Thank you
Loss and Brookfield infrastructure lp to generate
Money to buy ZMID:CA
I agave current 35% of my investments in u.s.
The balance in Canada this would increase my exposure to the u.s. market to 40%
Can I have your thoughts on this move
Thank you
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Sun Life Financial Inc. (SLF)
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National Bank of Canada (NA)
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Emera Incorporated (EMA)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Yesterday I asked you about a group of stocks with respect to trimming our positions to reduce our overall stock exposure.
Now I would appreciate it if you could categorize these stocks with respect to your opinion on the impact of Trump's election. Perhaps the categories could be: positive, negative, neutral, or not sure.
The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
Now I would appreciate it if you could categorize these stocks with respect to your opinion on the impact of Trump's election. Perhaps the categories could be: positive, negative, neutral, or not sure.
The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
Q: Your website shows the following for BIP.UN:
Dividend Growth 3 Year -17.09
Dividend Growth 5 Year -10.09
Is the dividend growth for BIP.UN actually negative over these periods, or does this somehow reflect the frequent splits and spinoffs and other moves that Brookfield likes to throw at us?
Dividend Growth 3 Year -17.09
Dividend Growth 5 Year -10.09
Is the dividend growth for BIP.UN actually negative over these periods, or does this somehow reflect the frequent splits and spinoffs and other moves that Brookfield likes to throw at us?
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Fortis Inc. (FTS)
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Capital Power Corporation (CPX)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Hydro One Limited (H)
Q: My utilities holdings include BIP.UN (3.9% of total equity), H (2.1%) and FTS (1.9%). Considering the momentum of CPX and its higher dividend than either H or FTS, what would your thoughts be about the idea of selling both H and FTS to buy CPX? Seems to present more growth potential and higher dividend. My thanks.
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Sun Life Financial Inc. (SLF)
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National Bank of Canada (NA)
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Emera Incorporated (EMA)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: My wife and I are mainly dividend investors. We tend to hold our stocks for many years. Due to the significant increase in the value of our stocks this year, we are considering reducing the percentage of some stocks in our portfolio by about 10%.
Could you please give your opinion as to which of the following stocks you would reduce. Would you reduce one or two selected stocks, or perhaps reduce across the board? All of the reductions would be in registered accounts. You can assume the stocks are all about the same percentage of our portfolio.
The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
Could you please give your opinion as to which of the following stocks you would reduce. Would you reduce one or two selected stocks, or perhaps reduce across the board? All of the reductions would be in registered accounts. You can assume the stocks are all about the same percentage of our portfolio.
The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD