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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 talked to a RBC adviser and he told me that I can exchange new BIPC shares into BIP.UN but don't have any information on exchanging of BIP.UN units into BIPC shares. Do you have any information whether BIP.UN units can be exchanged into BIPC shares?
Read Answer Asked by Dev on April 15, 2020
Q: I have a position in BIP.UN in my Cash account at a loss and a small position on BIPC in the same account. If I sell BIP.UN and buy BIPC would the loss be considered a superficial loss for tax purposes?
Read Answer Asked by Carlos on April 08, 2020
Q: While Brookfields’s limited partnership companies such as BIP and BIP.UN “declare” their dividends in US dollars these are actually paid to Canadian brokers such as Scotia iTrade in the Canadian dollar equivalent as of the record date.
If an investor holds those units in the US dollar side of their brokerage account, they can be charged a conversion fee by the brokerage to convert back to USD. In the case of Scotia iTrade this has been in excess of 2% in the past.
Do you know if this will be the situation with future dividends paid by BIPC?
Thank you for all your due diligence on our behalf.
Read Answer Asked by Derek on April 07, 2020
Q: Hi 5i,

All other things being equal, wouldn't BIPC be superior over BIP.UN because of tax implications and greater accessibility by a wider range of investors?

I ask because I noticed over the last few trading days, BIP.UN has traded at a slight premium over BIPC. I would think it would be the opposite. Maybe some investors are doing portfolio clean up after the split and selling the small amounts of BIPC they have?

Personally I think BIPC is the better one to own?

TIA!
Wayne

Read Answer Asked by Wayne on April 07, 2020
Q: I have owned a large position of BIP.UN and done well, I have some in my TFSA account and some in my RRSP account. For future will BIP.UN and BIPC trade similar in price range and I do not see what dividend BIPC pays. Is BIPC dividend same as BIP.UN. Should I sell all my BIP.UN and buy BIPC. Can you explain tax credit implications.
Thank You
Al - Mississauga
Read Answer Asked by Al on April 07, 2020
Q: I own (for quite a while) 1500 shs of BIP.UN and it has been a big performer until the recent collapse of the market. I just checked my on-line account and noticed that I now have 166 shs of BIPC:CDN: looks like they did a restructuring whereby I was allocated these shares. What a surprise. Can you tell more: should I keep BIPC & would you add to BIP.UN or BIPC at the current price. BIPC seems to trade at the same price.
Read Answer Asked by James on April 06, 2020
Q: Further to my earlier question today- just realised I still have the original BIP shares (duh!). Hard to tell with this volatility but is the BIPC a "bonus" or is BIP value offset by the same amount? Will BIPC be paying a dividend and what is the rate? Thanks and sorry for the confusion.
Read Answer Asked by David on April 06, 2020
Q: I own BIP.UN and have received BIPC in my non-registered account. Should I sell BIP.UN and buy BIPC to get higher Canadian dividend tax credit? Will there be any tax implication? Can BIP.UN be exchanged with BIPC, without incurring expenses? Thanks.
Read Answer Asked by Dev on April 06, 2020
Q: Hi Gang, I owned BIP.UN for years in a non registered account and if I don't mind writing off the capital gains against capital losses this year, would I be better to put all the proceeds from BIP.UN into BIPC going forward because of the tax credit.
Thank you
Anthony
Read Answer Asked by Anthony on April 03, 2020
Q: Greetings 5i and thank you for your hard work.
I have combed through the various Q's on BIP and see bits and pieces of what is happening with the 'new' shares but do not feel I have the whole picture - plse assist.
I own 300 shares of BIP.UN in a non-Reg account: what can I expect to happen and what should I wind up with when the dust settles? What will be the nature of the shares be and how many will I own?
Thanks again
SP
Read Answer Asked by Steve on April 03, 2020
Q: I currently own shares of BIP.UN - will they be automatically converted to BIPC shares or is there something I have to do on my side to initiate the conversion ?
Thanks
Read Answer Asked by JOHN on April 03, 2020
Q: Under what circumstance would you consider swapping one BIPC share for one BIP.UN, assuming the ongoing dividend and unit distribution payout are identical.

Would it be just the tax consequence on the future sale of the share or unit, and perhaps the tax treatment of the dividend and unit distribution payout? Thanks.
Read Answer Asked by Victor on April 01, 2020
Q: Thank you to the whole 5I team for your precious help during these difficult times. I am retired and I hold shares in a corporate account of DIR and CAR with losses of approximately 30% each. The company is expected to close within 3 years. Do you think these 2 titles will go back to their paid level by then. If not, would it be appropriate to sell them take a tax loss and migrate to companies with slightly lower dividends but with more growth? I thought of BIP and BEP or BAM. If not, do you have any other suggestions?
Read Answer Asked by Yves on March 31, 2020
Q: What will be your Top 10 stocks in the TXS 60 index to get the highest dividend with the lowest risk reward?
The 10 stocks suggested in BEAT TSX 2020 seem a bit risky.
Read Answer Asked by Olivier on March 25, 2020
Q: If we have yet to reach the worst of the virus threat and if the current question mark regarding the direction the price of oil will take in the future poses a problem, I think we have yet to see the lowest prices for these companies. The question is how much further down their prices can go. If my theory is correct, at what price would you take an initial position in these companies?
Read Answer Asked by Les on March 25, 2020
Q: BIP.UN and BAM.A are down 47-48% over the last month (BEP.UN down 41%), and have been quite volatile intraday. The whole market is getting hit, but would have expected these to be a "little" more defensive. Why would that be? Are there any particular COVID related concerns for these stocks/business models?
Any concern for the dividend? Or is this a good time to add to these positions? Time horizon is long term

Thanks for the great service
Read Answer Asked by Jeffrey on March 24, 2020
Q: Could you please discuss BAM/how it is structured with the other subsidiaries (infra, renewables)? I'm a bit confused as to how it all works.
Would you say it is best to buy BAM, or the infrastructure company or the renewables one and why?
They have all fallen a lot... but are they "cheap"?
Read Answer Asked by Max on March 24, 2020
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