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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: 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.


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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
Q: My industrials currently consist of SIS@4.3%. BIP@ 3.8% and ZCL@3.5%. Each month i have the ability to contribute about 1% of portfolio value. I would like to add to my industrial section. Any suggestions or changes to holdings? Probably happy with three stocks but could add another. Hold about 33 stocks in my balanced portfolio.
Read Answer Asked by Paul on June 12, 2017
Q: Both these companies report in USD. They are listed in NY and Toronto. Is the Toronto price basically a function of the rate of exchange?

Do these companies have a hedging strategy to protect the Canadian shareholders?

I suppose that an investor concerned about foreign exchange losses should examine the hedging strategy of any company holding assets outside Canada.
Read Answer Asked by Carl on May 23, 2017
Q: I read about the recent problems regarding corruption in Brazil, and the huge drop in the brazilian markets today. Since BIP has major projects in brazil, I am left wondering if the latest problems there will impact BIP. If so, will the impact be short term or longer term? Or the problems such that we should lighten up on the stock?
Read Answer Asked by arnold on May 19, 2017
Q: I currently own BEP.UN and BIP.UN. Thinking of adding BAM.A.
Are these companies linked in such a way, that really bad news would bring the other Brookfield stocks down?
Thanx
Saw your response on rating the order of the Brookfield stocks on the 17th. Noticed you put BAM.A ahead of all the Brookfield stocks.
What makes it better than the two I have , in your opinion.
Read Answer Asked by David on May 18, 2017
Q: Please rate these Brookfield companies in order of you best choices for growth, valuation and risk.
Thanks,
Terry
Read Answer Asked by Terry on May 17, 2017
Q: You have indicated a recent buying preference of BIP over BE. I notice that the analysts predict a 10% price reduction for BIP in 2017 but stable for BEP. Does this affect your preference?
Read Answer Asked by Carl on May 12, 2017
Q: Over the past two years I have acquired all three of the above companies and they now (together) comprise 10% of my portfolio. Do you see any problems with this? My portfolio is well diversified.
THANKS!
Bryan
Read Answer Asked by Bryan on May 02, 2017
Q: Do all four of these have dividends that are taxed differently and therefore shouldn't be in a non-registered? Does this apply to a TFSA as well, as foreign income I believe is taxed in a TFSA?

Where should I hold each of these? in an RRSP, TFSA or non-registered?
Read Answer Asked by Carla on April 25, 2017
Q: What are the chances of Wsp increasing the dividend -it has been the same for at least the last 5 years. Given that the stock price is up nicely this month I wonder if it isn't time to move on to a higher dividend stock or a stock with dividend growth for my income account. What do you think and what would you suggest as a replacement -I own most of the stocks in your income portfolio.
Thank you.
Read Answer Asked by Maggie on April 06, 2017
Q: I currently hold BPY, but am considering selling it for a small
profit and buying BIP for more growth.
Or would I do better to sell AD at a substantial loss, put the proceeds to work in BIP and hang on to BPY
Your thoughts please.
Thank you very much
Read Answer Asked by george on April 04, 2017
Q: Hello Peter, I have full positions in FTS, BIP and EMA, and a long-held triple position in BAM. With some new money, I'm tempted by ALA for its good yield and steadiness. Do you think this is too much duplication (considering the fact that I probably already own too many individual stocks, probably 60-70 if I include my RRSP, TFSA and non-registered). Or is the excellent yield enough to justify the addition.
Read Answer Asked by James on April 03, 2017
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