Investment Q&A

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

Q: I would like to get both these stocks up to 5% levels within my portfolio. I'm quite sure you are fine with these two businesses. However, being aware that the Brookfield accounting methods sometimes get negative comments, would owning a total of 10% weighting within the Brookfield family concern you?

Thanks.

Q: I am looking to add BIP as a core long term hold in my USD RRSP account, $39USD seems like a good entry point for half position. Should I be concerned about the recent weakness and sit tight, any thoughts as to why it’s been coming off recently?

Q: For a 8/10 year time period and about $20,000 what 4/5 stocks would you recommend for high dividend and security, including banks and others in order of preference.
Many thanks as always.
Harold

Q: Hi Team,
Given BIP is a Bermuda-based limited partnership with income from many jurisdictions do you know if for tax purposes it would be better placed in an RRSP account vs. a TFSA account (both in US dollars to collect the US dividend).

Thank you.

Michael

Q: What are your top 10 defensive canadian stocks that, in your opinion, will best weather a significant economic downturn and/or market correction.
Thanks

Q: I own both Eci and Bip.un in a registered account.
I am curious how you see the shares of Bip.un reacting to the tender. Will this not be diluting Bip.un shares forcing them lower. Would it be wise to sell and repurchase later or purchase another company you recommend.( please give examples)
Thanks Drew

Q: which would be your choice today Thanks

Q: Hi Peter. Seems like a good idea to let my shares of ECI roll over into BIP.UN. It's in a TFSA. Keep collecting the ECI dividend, pay no fees, and have roughly the same dividend when converted to BIP.UN. What could go wrong? Deal not going through, not all my shares being converted, anything else? As to sector allocation, does it really matter that I go underweight Consumer and overweight utilities?
Thanks so much for this and PUR!

Q: May I please have your comments on BIP’s results.
Thank you very much

Q: Hello Peter,
What do you think about the joint venture between Hydropothecary and Molson's? Does this put Hydropothecary in the same category with Canopy (with Constellation equity) in terms of market perception? Aphria's results look fine, but why is the stock down? Is Brookfield Infrastructure a good buy given its takeover over of Enercare? Also, i noticed from BNN guests who are considered value investors that all of them had vary different views on Enercare from dont buy to hold to top pick. Can you shed some light as to why the views are so different given they all look at fundamentals? Lastly, what is happening with Grande West. It goes up and than back down again. Thanks.

Q: Thanks for the advice on ECI. Nice premium today.
What % of Brookfield Group would 5i be comfortable with in one's portfolio?

Q: Hello 5i,
We too have ECI stock. Thank you. Tendering is new to me. After a Google search we have enough information to be dangerous. Our portfolio is with RB. We only see an option to sell. Can you help by explaining how we tender our stocks? Is it easier just to sell? With FTS and AQN at 5% weighting we are not sure converting to 100% BIP shares is the best plan for our portfolios. Any help is appreciated.
Thank you
Debbie and Jerry

Q: Hello, like many other investors I have an happy problem today, thank you. I have read all the questions on ECI today. Let's say I have 1000 ECI shares and I choose to tender my shares, does this mean that 750 ECI shares (75%) will be sold for a cash deposit in my account and that 250 ECI shares (25%) will be rollover in BIP shares at takeover date? The ECI price on TMX Money is $28.88 right now, do you think this price can fluctuate significantly in the meantime of deal completion? Thanks, Gervais

Q: hello
would you suggest I purchase these companies in my RRIF