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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 own both ENB and BIP, although much more of the latter. I would like to get your opinion of the purchase of gas assets by BIP announced today. I realize the benefits to ENB's balance sheet, but is it also accretive to BIP at this price? Are there good growth opportunities provided by this purchase? Also, I believe that a portion of this acquisition does not close until 2019 - how much of the cash flow will be delayed until then?
Read Answer Asked by arnold on July 05, 2018
Q: Hello Peter,
Kirkland Lake Gold continues to surge. I am thinking of adding to the position from 3 percent to 4 percent weight given its momentum. Any comments? I would like to add more to BAM.A or BIP.UN; I have 3 percent of weight in each. I am leaning towards BIP.UN. Please let me know your thoughts. Thank you.
Read Answer Asked by umedali on July 05, 2018
Q: My question is regarding the recent sale of assets by Enbridge to Brookfield Infrastructure Partners. The Globe and Mail columnists are quite positive on the future of Enbridge shares. Do you agree with the optimism and do you think this deal is good for Brookfield and its future share price. Thank You.
Read Answer Asked by Brian on July 05, 2018
Q: I have a large position in BIP. I count on the income and the growth in distributions for my retirement. I was wondering if I should be concerned about their recent dealings with Brazil. Are they protected somehow or did they get such a good deal that the problems there can't hurt them. Can the involvement with brazil jeopardize the distribution in the short or medium term?
Read Answer Asked by arnold on June 22, 2018
Q: Interested in a longer term (3-5 years), relatively safe stock (low Beta) with a good dividend and perhaps a little growth.
What is your opinion of POW and PWF at this time? Which would you prefer?
Or is there another similar stock you would recommend?
Read Answer Asked by Todd on June 19, 2018
Q: I have a full position in BIP my RIF portfolio. The stock it has come off it's 52 week high by $8.00 & paying almost a 5% yeild. I'm thinking off adding to a TSFA for a longer term hold any thoughts if this would be a good entry point in the TSFA, I'm not sure why the market has the stock in a downward trend do you have any issues or concerns with BIP that I could be missing.
Read Answer Asked by Thomas on June 11, 2018
Q: hi, again I am asking for your top picks for income, I have a full position in BNS. if I hold your picks I may top up, if you think this is a good time to buy and why thx Jack.
Read Answer Asked by Jack on May 29, 2018
Q: hi Peter I am selling BPF.UN and seeking growth and income from the sale proceeds presently long in pipes telcos and banks how would you rank the above listed companies as a replacement thanks for the great service Richard
Read Answer Asked by richard on May 24, 2018
Q: 6:21 AM 4/26/2018
I own in excess of $100K in a combination of BEP.UN and BIP.UN bought on the TSX in Canadian Dollars in cash accounts at both TDWaterhouse and at Scotia McLeod. This year TDWaterhouse issued a statement of Foreign Ownership. Scotia McLeod did not. My accountant phoned Scotia McLeod and Scotia said they are both Canadian Companies so are not considered to be foreign so a T1135 form is not required. Can you clarify this issue please
Thank you........ Paul K
Read Answer Asked by Paul on April 26, 2018
Q: Hello 5i, Can I get your assessment of this company. It seems to be building a base in the 50 to 55 range since Mar 2017. Can you confirm these parameters that were taken from BMO Investorline.
Revenue: 4,444 (million)
Estimated EPS Growth: 24.1%
Estimated P/E Ratio: 238.60
DPS: 2.429000 (4.5%)
Price/Book Ratio: 0.85
If this range of of 50-55 is in fact a base building what do you see as a breakout for it.
Thanks for your service.
Read Answer Asked by pietro on April 05, 2018
Q: Please provide me with a list of solid Canadian stocks (such as the Brookfield group) in which I may receive dividends/distribution in US dollars.
Is the income converted to CDN for income tax purposes (by me, the co. or RevCan) ?
I assume there will not be any withholding tax as they would be CDN companies?
Would I be charged a commission by anyone, i.e. the company or Scotia iTrade?
Anything else I need to know?
Thanks
Derek
Read Answer Asked by Derek on April 04, 2018
Q: Hello 5i team,
Craig Machel of Richardson GMP was citing on BNN that CPP had migrated since around 2000 from the 60/40 asset allocation to 35% equity and the rest in hard assets and private loans; in other words, private yielding and defensive strategies and equity growth that is not from indices. He also mentioned that retail investors could have access to such vehicles but, understandingly withheld any specifics.
Could you shed some light on the subject? It would be much appreciated.
Antoine
Read Answer Asked by Antoine on February 23, 2018
Q: Good morning
May I have your view on the latest earnings reports.
Please dock me for 3 queries. Thank you
Read Answer Asked by Margot on February 12, 2018
Q: together these 5 stocks make up 10% of my portfolio. not a terribly large weighting but enough that i have felt the recent decline. I understand the correlation between interest rates and these companies that are viewed as bond proxies. Since Jan 1 2018 BCE is down 5.5%, BEP is down 7%, BIP is down 8%, TRP down over 9%, ENB down over 10% (all return % are excluding dividends). ENB is now yielding over 6% if their Q1 2018 dividend is extrapolated for the FY 2018. my question is at what point does one consider the decline overdone and step into one or a few of these? a 6% yield on ENB is looking attractive to me but do you think there is still more downside risk in these names?
Read Answer Asked by Richard on February 02, 2018
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