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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: With gains over the past year, I'm overweight in these holdings - BAM 7%, BEP 12%, BIP 8%. I'm not uncomfortable with BAM and BIP but BEP is high.
Do you think there is more short-term upside in either BEP or BIP due to the addition of corporate structures?
What overall weighting would you recommend for these 3 companies and do you have a preference for any - these would be long-term holdings (8-10 years) in an income focused portfolio?
If trimming is recommended, what are your top 3 recommendations for reliable and growing dividend paying stocks, sector not being an issue?
Thank you
Ian
Read Answer Asked by Ian on January 29, 2020
Q: Hi everyone,
Since BEP, BIP are based in Bermuda and declare foreign income, is there any witholding tax in a RRSP on the income received from their stocks or preferred shares? You mentioned this link before: https://bep.brookfield.com/stock-and-distribution/tax-information , but it does not mention RRSP specifically. Same question for TFSA …

Will it change with the creation of BEP & BIP canadian corp.?
Thanks
Read Answer Asked by Denise on January 27, 2020
Q: A highly regarded economist/strategist recently recommended going overweight consumer staples, energy and utilities for 2020. Can you please provide your top picks for these sectors considering their current valuations??
Read Answer Asked by Chris on January 24, 2020
Q: I would like to pick a few names from your income portfolio for my child’s RESP. She is 13 years now, so, I don’t have the safety of very long term hold. Can you short list the top 5 that pose minimum risk of value and dividend decline in that time frame?
Read Answer Asked by Mahdi on January 23, 2020
Q: I currently have AQN (2.5%), BEP (1.5%) and INE (1%) and would like to add a further 1.5% overall to the "green" utility sector of my portfolio. Do you feel that BLX would be a good addition?
If so, I am thinking of adding .5% to BEP (to bring it to 2%) and 1% to BLX and wanted to get your thoughts for a +/-5 year hold.
Thanks!
Read Answer Asked by Brian on January 22, 2020
Q: Hello! I often see BAM.A mentioned as being the more growth-oriented stock versus BEP.UN being the more income-oriented stock. Historically, this has been the case. However, last year, BEP.UN showed more growth than BAM.A. With the growing interest in renewable energy (both from a media coverage perspective and also, I think, from actual industry development/momentum), do you feel BEP.UN's outperformance against BAM.A last year is a trend to continue into the future?
Read Answer Asked by Laxmyharan on January 17, 2020
Q: Hi,
I have the above stocks in my wife's account and I'm looking to diversify further. Ultimately, I'm looking to build my own ETF through individual stocks. What else would you add here to fully diversify?

Thanks
Robert
Read Answer Asked by Robert on January 17, 2020
Q: Hello 5i Team,
I currently hold throughout my accounts BAM.A, BBU.UN and BPY.UN. I like what recent investments made with BIP.UN. Would you consider a switch of one of my existing holdings and/or am I over exposed to Brookfield as whole?
I have a Long term Time Horizon.
Thank you
Read Answer Asked by Massimo on January 12, 2020
Q: My wife and I have a plan to invest a total of 50 000 dollars in 5 Canadian companies beginning January 1 and cashing out Dec.31st. So we want to generate as much income as we can over that one year period and use the potential profits to take a decent holiday. What 5 stocks would you suggest? Perhaps recommend one additional for us to consider and research. Thanks
Read Answer Asked by Dennis on December 30, 2019
Q: I hold both of these companies and need to take some profits and redistribute to other holdings. From previous questions I understand a date for the spin offs has not been announced. I do not want to sell now and lose out on the benefits of the spinoffs.
Would the current share price reflect the value of these spinoffs and then drop a corresponding amount when it hits the effective ex-div date similar to regular dividend payments?
I also plan on rebuying the spin off version of bip.un in my taxable acct (both currently in RRSP) based on my understanding that the full dividend would then be eligible for the dividend tax credit. Is this correct?
Thanks.
Read Answer Asked by Bruce on December 16, 2019
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