Investment Q&A

Q: Can I get your three top Canadian dividend picks, with regard to dividend safety, dividend growth and value. I am looking to add these names to my TFSA in Jan.

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

Q: hello 5i:
please ignore if a previous question on BIP is being answered. Can you comment on the quarterly report?

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

Q: Hi Peter & Staff,
Would you recommend the above for a good income investment, or do you have some that you like better?

Q: Greetings,
I am specifically interested in finding out about NWH & BIP but as a general "rule of thumb", are international holdings better held in RRSP accounts irrespective of them being listed on TSX?

Q: can i get your take on the earnings report for these two companies please. thank you.

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?

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.

Q: I received my shares yesterday, still waiting for cash

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

Q: Hi there,

Looking to add an infrastructure co.,to my US portfolio. If you had to buy one today which one would you prefer. My thinking is that Brookfield is more stable, better managed and won't see the dividend surprises that we saw with McQuarrie. However, MIC is significantly cheaper and better value at this time. Looks like undelying assets in both companies seem high quality, diversified? Any help would be appreciated.

Q: Please could you provide the payout ratio for these companies - BEP.UN, BIP.UN, BAM.A, BPY.UN.

Any concerns you see with the current payout ratios?

Please feel free to deduct as many credits.

Thank you so much for your valuable service.

Q: In my husbands lif account we are going to need to replace enercare with safe dividend stocks. Sectors are not important. Current holdings are : A and W, BGI.un, Crius, Gamehost, RNW. Current dividends are greater than the withdrawal. We would be looking to add stocks whose dividends would be reasonable safe in an economic slow down.
How do you feel about the following strategy and please feel free to offer other suggestions or comments:
Bip.un, Bce, Alta gas, Bns-
Either fortis or Aqn
And then something with growth potential such as a corby ( as it has no debt) or transcontinental ?
We are also open to other suggestions.
Thank you.

Q: On Brookfield Infrastructure Partners issue with free or positive cash flow, What is the present cash flow positive (free) or negative? In addition, what was the last three years positive or negative? Also, if you cantell if the future year will be positive or negative cash flow?

Q: How would you rank the above two companies. For dividend and growth. Thanks . Ernie

Q: With ECI being bought out, are there similar companies (in terms of yield and maybe a bit of growth) that I can consider moving the money to?

Q: Hi, I sold Enercare and was wondering how I should replace it.
My portfolio is built with mostly large caps and some titles from your BE and Income portfolios. I am retired and depend partly on dividend. Here is the portfolio breakdown:
Consumer defensive 10,31 %
Energy 13,16 %
Utilities 11,05 %
Telecom 11,56%
Reit 0,76%
Financial 24,38%
Healthcare US 3,53%
Industrial 6,85%
Consumer-non cyclical 0,44%
Consumer cyclical 2,67%
Tech US 4,20%
Diversified 0,42%
Basic materials 1,84%
Fixed income 3,44%
Equity Canada(ETF) 1,80%

CASH 3,59 %
Total 100,00

Q: I have a large position in ECI in a registered fund. Is Brookfield Infrastucture a good replacement for Enercare. I plan to vote in favour of the purchase and take 25% in their stock.

Q: Hi 5i Team:

I have a substantial gain in WSP thanks to your advice. Would you swap it for BIP.UN? WSP currently represents about 2.5% of my portfolio. Is having both a better move and bring my infrastructure holdings up to 5%?
I am a conservative and retired investor. Dividends are good!
Thank you as always,

Dr. T