Investment Q&A

Q: Hi 5 I team
I presently have BPY.UN and thinking of selling it for its poorer performance and
replacing it with BIP.UN or WSP Global. Could I get your opinion on these two or others that you might suggest. Thanks Maurice

Q: Hi, I own the above companies mainly for income and some growth. Would these be negatively impacted by rising interest rates and if so, would a switch to BNS or SLF be warranted.

Thanks

Q: Since its recent high of $57.85 reported on 12/27, BIP.UN has been stumbling to today's close of $53.80 - a drop of 7% in just 9 trading days. Can you attribute this fall to anything in particular?

I may be fantasizing here but is there such a thing as a "post tax loss selling" exit (since 12/27 was the last day of tax loss selling)?

Q: I have held this security for some time and have done very well, however in the past 8-9 months it has basically gone sideways. What do you see for the future of this company? Thanks

Q: Hello,
I hold BIP.UN and AQN in my RSP and am considering lightening up in the utility space.
I hold them in equal amounts, if I am considering selling one position what would you recommend ? I consider them to be medium term (3-5 year) positions.
Thanks as always .. appreciate the advice.
Steve

Q: I wonder what started the heavy buying at about 12:30 Eastern time today? Is the move justified, please?

Q: i already have full positions (4%) in bip and bep. i have been looking at bbu but after going through some documents on the bbu website it appears that bbu is engaged in some similar businesses as the other 2. what would you recommend as another option besides bbu?

Q: Bip.un dropped 2.16 % today ? I’m up 54% on this stock but down 17.84% on HWO. The fundamentals look good for hwo. Should I sell bip.un and average down on HWO, sell both decreasing my tax bill , or keep existing position with the hope that Hwo will recover in the new year.

Q: I have a portfolio modeled after your balanced portfolio with a few additions/ substitutions from the growth portfolio. My wife holds BIP.UN in a taxable account where it may be suitable to take profits this year rather than in the future. Would you sell and replace with either AVO or NFI at the current time? I guess I am asking if you expect more growth from AVO/NFI than BIP going forward. Thanks

Q: WE HOLD THE ABOVE STOCKS IN OUR CHILDS RESP AND HAVE A FEW THOUSAND TO ADD, WE WONDER SHOULD WE ADD TO ONE OF THE ABOVE OR ADD AN ADDITIONAL STOCK. SHE HOLDS ABOUT 10% OF EACH

Q: In the Financial Times on Saturday John Dizard wrote a column more or less saying that BIP was vulnerable to a short attack because of it's corporate structure based in Bermuda. Are you able to comment on the article. It seems that the writer thinks the chances of a short attack are minimal but that there is enough fog to create questions.
Can You give your opinion on his thinking.
I know this is not a straight forward issue to answer but we novice investors learn much when you give your approach. This is much appreciated.

Q: I am considering switching from KWH.un to BIP.un.
I already have Bep.un but no other utilities and a total portfolio position of 7% in utilities.Do you think this is an advisable move? I am 67 with 40 years investing experience.

Q: Hi David,
I'm looking to add three positions to my business passive account -- i'm up 15% year to date.
I have equal weight in each stock and am looking to add more diversity. A combination of income and growth US or Canadian -- minimum $1 billion market cap.

What would you recommend here.
Thanks,
Raymond

Q: I am a retired investor living on dividend income. I recently sold some assets and now have 15% of my portfolio in cash. I want to invest the cash across 5 stocks yielding minimum 3.5%. Can you recommend your top picks regardless of sector.

Q: Could I please have your thoughts and analysis on these companies recently announced earnings. Thank you.

Q: My wife and I are retired and are income investors. We are considering reducing our 35% bank exposure. These investments have done very well over the years and we do not want to reduce the quality of our portfolio, but think that perhaps a little more diversification would be desirable.

We are looking for one or two non-large-cap Canadian companies with a growing dividend/distribution preferably greater than 3.5% for a very long-term if not forever hold. We want to avoid more financials, utilities, and retail, office, industrial, and apartment REITs.

Some possible purchases we have identified are: KPT, ITP, CSH, ZCL, AGU, BIP, HLF, BEP, UFS, BPF, AND NWC.

What do you think of reducing our exposure to banks and buying some non-large-cap companies?

What do you think of our list of possibilities? Do you have any other suggestions? If you have two or three good candidate suggestions that would be great.

As always, thanks!

Q: "I have 300k to invest, I am 65 and plan to live off the dividends. Should I invest all in or do doll cost averaging? What are your recommendations? Thanks so much for the great advice.

Q: Due to a 200+% rise in share price BIP.UN now comprises 21% of my portfolio. As this is a world wide diversified business, is this something I should pare down and if so How much ? The stock continues to perform well and I am having a hard time justifying selling it in favour of diversification.

Q: I would like your opinion on these 2 companies $bip and $bep as buys right now. Which one would you choose? Or would you be tempted to buy both? I also hold a small position In $BAM.A.
If I were to buy all 3 it would represent 6% of my total Portfolio.


Thanks as always,

Valter

Q: I presently hold BIP.UN in a RIF. This is primarily to simplify the tax situation of a limited partnership. Does BAM.A have any tax ramifications other than capital gains if held in a trading account?

Thanks

Ron