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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: You knew it would happen but I wish it had been at a premium to the pre covid price and not the current price.... I've been a longtime holder and done OK, it has paid a solid div for me over the years and I was happy with the post BIP spike last year. I sold today at the premium over the offer as I agree with you that BIP doesn't need to sweeten anything with control. Unlikely in this market and that space that a white night will come in. So my question is what should I do with the cash? I dont hold any brookfield's so buying BIP is an option or do you have a better brookfield option. I am overweight financial already so doesn't need to be in the same sector. Overall well balanced so could be anything...balanced portfolio follower slowly shifting to income.

Read Answer Asked by Tom on October 27, 2020
Q: I have owned BIP on the US side of my RSP for some time. A few months ago there was a spin off and I received a number of shares of BIPC. The dividend is the same. My question is should I sell all my BIP and then buy BIPC. In your opinion will BIPC have a better chance of capital appreciation because of it's corporate structure?

Thanks Ken
Read Answer Asked by Ken on September 14, 2020
Q: I currently hold BEP.UN in a non-registered account. Up 70%. Was going to swap with BEPC, until I read your response to an earlier question that this would be a taxable event. I had assumed it would not be as I thought I was trading like for like. Can you please explain? Similarly, I replaced BIP.UN with BIPC in the same non-registered account on the same understanding. Is that also a taxable event? And lastly, assuming I'll be paying capital gains on my 70% profit with BEP, do you see any advantage of going forward with swapping it out for BEPC? Thank you.
Read Answer Asked by Maureen on July 21, 2020
Q: 3 questions
- is MX a good opportunity at this point in its cycle? (give me some thought on the cyclical nature of this company
- What other Brookfield stock should be purchased to go with Bam or should I just stick to the parent company Thanks for your help on this
- Good entry point for BYD or wait a bit so far I have 140 shares @$200 (give me some thoughts on the price appreciation going fwd
Read Answer Asked by Terence on June 18, 2020
Q: While Brookfields’s limited partnership companies such as BIP and BIP.UN “declare” their dividends in US dollars these are actually paid to Canadian brokers such as Scotia iTrade in the Canadian dollar equivalent as of the record date.
If an investor holds those units in the US dollar side of their brokerage account, they can be charged a conversion fee by the brokerage to convert back to USD. In the case of Scotia iTrade this has been in excess of 2% in the past.
Do you know if this will be the situation with future dividends paid by BIPC?
Thank you for all your due diligence on our behalf.
Read Answer Asked by Derek on April 07, 2020
Q: I plan to retire in 3 years and want to set up a portfolio of dividend paying stocks for my retirement in a non- registered account. Can you please give me your thoughts if I buy the following in 20% amounts at each S&P drop of 3-5% over the next 1-3 months. CM RY, NA, CWB, BCE, T, H, BIP, BEP, BAM.
Are there any others you would recommend today?
Read Answer Asked by Vineet on March 31, 2020
Q: Given the current environment, which do you foresee having a good recovery from today's lows. How would you rank these companies listed to purchase today to deploy some cash. Which would you rank this list for risk from high to low. (not considering sector allocation.
Do you have any other recommendations outside of this list that you think might have more potential?
Read Answer Asked by Gigi on March 30, 2020
Q: I have approached my stop losses in these investments, should I sell to try to preserve capital to re-enter the market later after a bottom is more likely?? Say when the VIX is below 40? I kronor you can't give personal advice, just wondering what you would do, I'm 68 and retired, thank you.
Read Answer Asked by Pat on March 24, 2020
Q: What would you include in a "hard asset" strategy to offset global currency devaluation? Obviously gold is a hedge, but what other sectors would you include - metals, materials (all commodities?), REITs, real estate, infrastructure holdings, maybe even utillities? Please include a few names to consider. Thanks.
Read Answer Asked by Benjamin on February 12, 2020
Q: I am interested in buy some shares of Brookfield Properties or Brookfield Asset Management. What are you thoughts on the various Brookfield companies. Thanks.
Read Answer Asked by Nancy on January 17, 2020
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