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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: What do you think about Algonquin's 54% debt to asset ratio? Is this a little high or not bad? I note that it is higher than bep and bip's ratios. With word of them looking at more acquisitions, are they in potential trouble with debt levels if they do so? Thanks.
Read Answer Asked by Michael on August 30, 2017
Q: Can you tell me the debt to asset ratios for the above four companies? And how about the payout ratio for each? Thanks.
Read Answer Asked by Michael on August 29, 2017
Q: Was about to enter positions in these names but they all took off 5 percent or greater after earning release. Would you wait for them to settle before starting a position? Other then a major market correction when is the best time to buy?
Read Answer Asked by Thomas on August 11, 2017
Q: Hi 5i team, not a question, but some additional information regarding the question asked by Jonathan on tuesday : I think there was some confirmation regarding "New rules could add Shopify, Brookfield to Canadian index" https://beta.theglobeandmail.com/report-on-business/streetwise/new-rules-could-add-shopify-brookfield-to-canadian-index/article35081169/?ref=https://www.theglobeandmail.com&
Read Answer Asked by Eric on August 08, 2017
Q: What is the payout ratio on these two stocks? When i research there is conflicting information from a payout ratio of 60-70% to a high of over 175%.

What is the forward 1 year P/E ratios on these? Is this an important figure to watch?


Morningstar reports BIP.UN and BEP.UN free cash flow dropping 3 consecutive years and BEP.Un reporting Negative earnings. Would a short seller like the one on EIF pounce on this or do you view these companies as more safe?

Are these still good investments on a 10 year plus time horizon and would it be better held in a registered or unregistered account.

thanks
Read Answer Asked by Thomas on July 27, 2017
Q: Which of these would you feel has a better outlook for growth going forwards. Do you think this sector is over priced considering the big promises made about infrastructure spending?

Thanks
Read Answer Asked by Mark on July 17, 2017
Q: Do the high p/e ratios on these stocks concern you or does their future growth take care of that? Also, are their dividends sustainable over the long term? Morningstar reports a low ROE on BEP and BIP, yet they are ranked as a high quality investment. AQN,BIP-UN and especially BEP-UN also seem to have high debt levels. Are these still good buys? thanks
Read Answer Asked by Thomas on July 12, 2017
Q: I currently hold a full position of BPY in a taxable account.
An overweight position of BIP and a half position of BEP in
a non taxable account. The three comprise sixteen percent
of my total portfolio. I have sizable gains in both BPY and BIP.

Too many eggs in Brookfield companies? What would you
suggest as a reasonable percentage and how would you rank
the companies as to quality?

Thank you for considering my question(s)
Gail
Read Answer Asked by Gail on June 29, 2017
Q: Good afternoon,
I hold the following stocks in my business account that have a weight of between 6.2% and 8.3%. This account was started in DEC/16 and has increased by 6.7% YTD not including dividends. I want to add six more stocks to further diversify while reducing the percentage per equity down to between 4 and 5%.

My goal is to generate income equal to the amount of corporate tax payable annually. I looks like this can be achievable!

Let me know if I need to share dollar values to help access.


--

Thanks,
Raymond
Read Answer Asked by raymond on June 28, 2017
Q: Hi team:
I do not want to invest out side Canada more then what I already have.I would like to invest in Canadian companies that have much of their income in other countries mostly Europe and developing markets.Could you provide a longish list of possible good investments with the above in mind. It would help if the were safe and had a div. Please include ETF'S if you like.
many thanks
Yossi
Read Answer Asked by JOSEPH on June 26, 2017
Q: Good Morning,
I (retired and drawing cash from portfolio) have 11.6 % in Utilities as listed. AQN 2.8%, BEP.Un 2.1%, BIP.UN 5.0%, KWH.UN 1.7%. Thinking of reducing BIP.UN to 3%, and adding FTS 2.7% and VNR 2.7% to increase weighting to 15%. Thanks in advance for your comments and the always excellent feedback. Any other suggestions welcome. BTW do I have all of these in the correct sector?

Ted
Read Answer Asked by Ted on June 23, 2017
Q: I hold the above in a RIF and have weighted to cover the required withdrawal amount with dividends. Does this sound appropriate and if not, would appreciate your thoughts. Do you see a major loss of principal if markets continue its downward trend. Thanks for all your help.
Read Answer Asked by diane joan on June 16, 2017
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