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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: I am wondering if you like BIP here at the current valuation looking to add to an RRSP- have BAM and BEP in other accounts already at reasonable weights. If I added BIP here would take my total weighting to around 7% for these 3.
Read Answer Asked by Kyle on July 22, 2019
Q: I manage a TFSA for a 26 year old relative, with the following stocks:
GSY, CSU, PHO, KWH-UN, COV, GOOG

With the cash coming from KWH, we are looking to buy. So two questions:
1. Is there any obvious "hole" in terms of sector that we should try to fill?
2. She has indicated a desire for a renewable energy stock. We are considering BEP.UN, AQN, NPI, RNW - which you you choose, or is there another you would suggest instead?

Thanks for your excellent service!
Read Answer Asked by Ed on July 19, 2019
Q: I have 50k to deploy from Crius. Amusing no overweight , time or sector considerations.
Top considerations
1. safety
2. income
3 less sensitive to recession
could you rate the above from best first.
PLEASE ADD OTHER OPTION THAT FIT THE CONSIDERATIONS
thanks you


Read Answer Asked by JOSEPH on July 17, 2019
Q: Which companies in your portfolios do you consider relatively close to recession proof?Please break down as to income,balanced, growth.Of these companies you pick,which ones increase their dividend at least 3% on an annual basis?
Read Answer Asked by Terry on June 21, 2019
Q: I hold a position in BEP.UN and was thinking of either adding to it or starting a new position in either BIP.UN or BAM. I'm a conservative long term investor and would reinvest any dividend income. I will hold it in a registered account. Which of these companies do you think offers the best value now.
Thanks
Read Answer Asked by Gary on June 20, 2019
Q: Hi,
I am extremely underweight the utilities sector, so would like to buy one utility.

I like the geographic diversity of BEP.UN and that you have it rated as “A”.
Would this be your top utility pick?

I’m not concerned about dividend yield or even total return, so much as which utility will come through the next economic downturn with the least damage.

Thanks,
Read Answer Asked by Irwin on June 07, 2019
Q: My wife only wants to invest in environmentally friendly companies ( eg renewable energy sector etc). I have bought for her QST. I would like to put her in solid larger companies that pay a dividend. Could you recommend your top 5 picks?
Read Answer Asked by Murray on May 28, 2019
Q: Good Afternoon,

I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.


Thank you.
Read Answer Asked by Larry on May 23, 2019
Q: Hi all,
I am a buy and hold dividend investor looking for income and some growth with a 5+ year horizon. I am considering opening first positions in the above mentioned Brookfield family. I am interested in your opinion on the relative merits of these investments (how would you rank them). Also how / where should they be held in relative order to minimize taxes - Open / RRSP / TFSA - CAN / USD account?
Thank-you
Ken
Read Answer Asked by Ken on May 23, 2019
Q: Hello 5i
The P/E for BIP BEP and CSH seem a bit odd. Would you please explain the reasoning of these P/E's?
Thank you
Stanley
Read Answer Asked by STANLEY on May 22, 2019
Q: 10:15 AM 5/16/2019
1. Could you please provide the numbers for, and compare and comment on : debt levels, financial leverage, debt to cashflow, and payout ratios for EMA, FTS, AQN, BIP.UN, BEP.UN.
2. You seem to always rate EMA at the bottom of the list [Why?] but I believe EMA has sold off some significant assets [Emera Maine and others?, more to come?] so debt levels should be lower, so is it a secure buy now for long-term dividend income?
3. I worry that BIP and BEP both have extremely high payout ratios. You have suggested that a total of 15% of one's portfolio in these two would be acceptable. Are you still of that opinion?
Thank you........ Paul K
Read Answer Asked by Paul on May 21, 2019
Q: I realize that BEP.UN could have US tax implications if not held in a RRSP\RIF. Does Bam.A have any similar tax implications or is it treated the same as most other Canadian stocks.
Would the maximum recommended holding for BAM.A be be at about 7.5% of the portfolio or since it is diversified by the other Brookfield companies would it be higher and if so what would the recommended limit be.
Ron
Read Answer Asked by Ron on May 17, 2019
Q: Could you provide what you see as the best 3 investable stocks that should benefit from continued growth in the renewable energy sector and the move away from carbon based fuels. I am not looking for high risk new technology but rather companies that look like a good bet to grow profitably over the next 10 years.

Thank You
Read Answer Asked by Morgan on May 08, 2019
Q: Could I please get your top 3 picks in the growth and income portfolios at the current moment. Thanks, Don
Read Answer Asked by Donald on May 08, 2019
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