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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: Hi, is the distributions received from these stocks classified as dividend or R.O.C. ? What is your thoughts or can you suggest some good stocks that payout roc as I have a high income from dividends. I understand that roc lowers book value and in turn can increase capital gain. Thx Jack.
Read Answer Asked by Jack on January 14, 2019
Q: I currently hold a global infrastructure f class mutual fund (CIBC Renaissance ALT062)in registered acct's. It has had poor resent performance with a big drop at the end of 2017. Cause?( It has a 15% investment in UK and top holding in Eurotunnel). Could you recommend an ETF or company as a suitable replacement. Also, would it provide more choice and liquidity if I converted to US dollars?
Read Answer Asked by Peter on January 14, 2019
Q: I am a 65 year retiree and I have app $22000. in a TFSA and I am looking at adding another $3000. Looking at an income portfolio. Can you make a suggestion as to how to balance my portfolio and add to my portfolio.
Read Answer Asked by Suzanne on January 09, 2019
Q: Do you have any dividend yield plays with this market correction,that a person could take advantage of? I prefer a yield with some growth,kind of looking at ENB,IPL,AQN. I currently have BNS,some preferred,debentures,etc. I would appreciate any suggestions you might have.
Read Answer Asked by Randy on January 03, 2019
Q: Hello -
If I own 5% of each of BIP.UN and BEP.UN, would it make sense to own 5% of BAM.A as well (or any particular percentage) ?
If it makes any difference at all, I own BIP.UN and BEP.UN in an RRSP and would consider owning BAM.A in an open account.

Thanks.

Jim
Read Answer Asked by James on January 02, 2019
Q: In addition to the question regarding Brookfield companies structure, I recently learned about the following just want to pass the info along.

We took the option to exchange Enercare shares with Brookfield Infrastructure Partners LP shares which turned out to be NOT eligible in registered accounts, there are tax consequences if it is owned in registered accounts.

Our discount brokerage informed us there is an option to exchange Brookfield Infrastructure Partners LP shares 1:1 with Brookfield Infrastructure Partners LPU shares which are eligible in registered accounts, however, the exchange triggers deemed disposition.

Owners of Brookfield Infrastructure Partners may want to check.

Happy Holidays to everyone !!
Read Answer Asked by Steve on December 21, 2018
Q: I am pretty sure you have answered this before but I could not find anything with the search option, so here goes.

Brookfield companies have a complex structure and I was wondering in which category exactly their distributions fall with regards to taxation. For example I read that sometimes distributions from shares of BIP held in a TFSA were subject to the 15% witholding tax, while some other times they were not.

Could you please clarify the situation and also state your prefered account in which to hold BEP, BIP and BAM? I have them on my radar, so I want to make sure I maximize returns when the time comes to own them.

Thank you very much as always.
Read Answer Asked by Pierre-Charles on December 19, 2018
Q: Hello, I do need some help what to do I received a letter from my TD Direct investing broker about the brookfield INF stating :that
Exch LP became non-qualified TSFA investments in OCT 2018
"CRA will require you to pay a one time penalty of 50 % based on the FMV of any investment that is acquired or becomes non-qualified in a TSFA"

Value of non qualified assest were $2695. $

My exchange date for the shares was in Nov. 2018
I did get the BIP for the Enercare shares and try to find out what went wrong,

Greatly appreciate some explanation for this.

Margit
Read Answer Asked by margit on December 12, 2018
Q: CU has been dropping steadily from over $42 in June 2017 to just over $31 today wiping out over 5 years' worth of dividends. What is happening? CU has raised it's dividend every year for 45 years. Is this the end of the dividend growth ride? It makes me afraid to invest as a senior looking for for the 5% dividend. Your advice? What utilities would you prefer [ie "safer" less volatile] with growing dividends around 5%.
Thanks......... Paul K
Read Answer Asked by Paul on November 28, 2018
Q: Any preference from a value perspective on any of the Brookfield family of companies? Any you think have a more favorable outlook and price?
Read Answer Asked by John on October 29, 2018
Q: For an infrastructure play, which would you prefer or do you have other suggestions? I was considering Brookfield Infrastructure as a one-stop shop but I have reservations about the Brazil exposure. Thanks.
Read Answer Asked by Michael on October 24, 2018
Q: Hello 5i,
This is a question more for the membership than for yourselves. This morning Jack mentioned that he had received his disposition from his ECI shares so I thought I would have a look, but we have received nothing yet. Now, we elected to receive the BIP.UN shares as well rather than take all cash, so maybe that makes a difference. Have others received their proceeds yet?
I understand that an interim vehicle will be set up to facilitate the share portion so obviously it might take longer than a pure cash option. Just curious........
Cheers,
Mike
Read Answer Asked by Mike on October 22, 2018
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