Investment Q&A

Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks

Q: I own both IPL and PPL and thank BIP for the boost. Noticeably Brookfield has also made a few dollars just by bidding.
- Are there regulations on a 10% owner of IPL, running up the price to PPL ?

Q: What do you think of Brookfield's superior bid for IPL at 4.4% premium to Pembina bid?

Q: Now that Brookfield Renewable has come down so much, how does the valuation compare to Brookfield Infrastructure?

Q: On May 6 BIP released great earnings results (in my opinion). There has since been heavy selling pressure. Why does a stock sell off after releasing good earnings results and will BIP rebound?

Thanks

Q: Can you please comment on BIP’s earnings release today?

Q: The Quarter looked looked good to me what did i miss
Thanks
Stan

Q: The above listed stocks are in the $C side of my husband's RRIF. I would appreciate your input on which stocks to reduce or eliminate to make his annual withdrawal. Please rank from first sell/reduce to last. For context, our overall portfolio is overweight technology and communication services (primarily GOOG & DIS)
Thank you, Jane N
PS please use as many credits as needed.

Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?

Q: I just got my T5013 for my 2 Brookfield companies and I can see what they've done to create the Corporations that pay eligible dividends but I don't understand why the taxable part far exceeds what I actually received. First, my eligible dividends have disappeared and I guess these go to the Corporation shares. However, on my BIP.UN I received about $2029 in distributions in 2020 but my T5013 shows distributions in excess of $8000 of which $4500 is Return of Capital. Any idea how my $2029 becomes $8000? PPY is much closer in amount, only about 6% higher than what I actually received.

Q: My question is regarding value metrics for CPX. I compared EV/Revenue for the above utilities and CPX is lowest at 4.66, followed by FTS at 5.96. FTS has the lowest P/B at 1.49; CPX is the next best at 2.00. As an income/value investor, is CPX a value diamond in the rough? I know it keeps missing estimates, but I would get a yield of about 5.5% while waiting for financial results to improve. Your comments very much appreciated.
Thanks!

Q: I am holding BEPC and BIPC in my non-registered account and BEP.UN and BIP.UN in my RRSP. A friend told me that there may be tax implications when holding LPs in and RRSP - is this true?
Thanks for your comments!

Q: Hi!

Looking to add BIP.U in my RRSP for a long term hold. I’m researching the Company and looking at the distribution of BIPC in March. I just want to make sure trust I understand the transaction because the share prices are quite different right now. The main goal was to reach a new investor base by distributing a Canadian Corp that is eligible to the dividend tax credit? The Companies are economically identical and it was treated similar to a share split. Does that mean that the market cap immediately before and after the distribution should be the same? The difference is share price now is due to more investors wanting the Corporation instead of the LP? Difference should narrow over time with BIPC coming down or BIP.U going up?

Thanks,
Jason

Q: Hi Folks,
I am looking to update my RRSP - I currently hold PG, TD, BNS, MFC, ABBV, PFE, T, BCE, AQN, BIP.UN, ENB - I am thinking of swapping PG with Verizon ( or can you suggest another with a dividend ) to add some "torque".
Thanks

Q: Hi,
Can you help me to understand why the premium of BIPC is so high over BIP.UN? It increased to more than 40% today, $94 vs $66. On the other hand, the spread between BEPC vs BEP.UN is much narrower, up and down around 10%. Do you expect the the gap between BEPC and BEP.UN to widen? Thanks,
Martin

Q: Hello,
2 part question regarding the above companies for a 30 year old investor with a 10+ year hold horizon:

1. In a TFSA account I currently own BNS and BUS. Would you swap these 2 out for LSPD, KXS and DND today? If so, would you please rank the 5 companies in order of preference in a TFSA account?

2. I have some cash to deploy in my RRSP account. I was wondering if you could also rank the following companies to buy today once again for a 30 year old with a minimum holding period of 10 years: BAM, BIP.UN, BIPC (in case you think that one is better than the other in an RRSP), BNS, XIU and VEQT. I would be able to purchase 3 of the 6 mentioned so what would be your preferred mix in this case?

Thanks for your help!

Q: What's the reason behind the current slip of BEP.UN/BEPC and BIP.UN/BIPC? These two combos should be steady industrial stocks and not subject to the stumble currently affecting the tech stocks? I know both had been up nicely over the past year but that's no reason to reverse so sharply of late. Any insight you can share? Thanks.

Q: In your answer to Steve on BEPC vs BIP.UN differential: can you explain why these two should be thought as linked together? I get that BEPC and BEP.UN are linked as they represent the same company.
Would you agree that the growth for BEPC/BEP.UN will be muted this year (servicing debt is going to go up) and financials (US banks) would see better growth potential? Would the growth issue apply to AQN as well (for the same reason)?

Q: Can you explain why these companies always appear to lose money ? Is there another way of gauging if these are companies that should be owned ?

Thanks,
Robbie

Q: The differential between BEP.UN and BEPC is down to a reasonable 7.8%. But between BIP.UN and BIPC the differential is very high 23.7%.
Can you explain the reason for this discrepancy. I believe this would be an ideal time to sell BIPC and use the proceeds to buy BIP.UN. Do you agree.
Thanks for your great service.
Steve