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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: In your answer to Dennis you indicated cash flow was 33 cents were 44 was expected. However normalized cash flow rose from 24 cents to 44. What is "normalized" and is that the 44 cents that was expected? Sounds like one of those "alternate truths" we hear about these days.
The sale of $1b in assets seems to have rattled stock holders however isn't that Brookfield's forte; sell fully valued assets and use the funds to buy the bargains they see in emerging markets and US public equity markets.
In summary I am wondering if I should buy shares at the current price to return the holding to 5%.
Your assistance is, as always , appreciated.
Mike
Read Answer Asked by michael on November 02, 2018
Q: Regarding each of the above,please advise if you consider each of these dividends is safe and also if the dividend tax credit applies. Thank you.
Read Answer Asked by Brian on October 30, 2018
Q: Good morning 5i Team.

I'm primarily an income investor and I'm building positions in these three names. My target is BEP.UN (5%) AQN (3%) and RNW (2%) for a total of 10%. Do you think 10% is too high for the group? Is it necessary to diversify into all three? If not, which would you pass on?

Thanks
Peter
Read Answer Asked by Peter on October 29, 2018
Q: Hi, I am looking for dividend paying stocks that also have the most upside share price potential in both the short and long term. Could you rate the above, best to last, and if you have any other suggestions, that would be greatly appreciated.
I am not overly concerned with sector allocation.
Many thanks.
Read Answer Asked by george on October 23, 2018
Q: Which utilities are a good buy in current market conditions.

Thanks
Read Answer Asked by Ninad on October 11, 2018
Q: Ryan your answer as to who is responsible for the dividend debacle on bep Is this .Brookfeid pays into the CDC for all Canadian held at a converted rate in Canada dollars it is then allocated to the Canadian brokerage houses in Canadian dollars the reconverted back to US dollars .the is brookfeild and not the brokerage firms .i can’t tell you the hours I spent on this crap .
This stock is not worth the effort
Stan
Read Answer Asked by Stan on October 11, 2018
Q: of all the companies listed, I currently have the same percentage of holding that is in the 5i portfolio. Which of these stocks would you be comfortable buying today and making it a 4-5 % holding as I have some cash and would like to average down. I am a young investor with a long horizon as these stocks are all in my RRSP.

Thanks
Read Answer Asked on October 09, 2018
Q: Please could you provide the payout ratio for these companies - BEP.UN, BIP.UN, BAM.A, BPY.UN.

Any concerns you see with the current payout ratios?

Please feel free to deduct as many credits.

Thank you so much for your valuable service.
Read Answer Asked by Shivam on October 04, 2018
Q: I want to consolidate my utility sector as I have too many.I currently own the below in my non registered account. Which would you sell and which would you add to? Below are the weightings:
EMA 5.7, BEP 3.4, ENB 5.2, FTS 5.10 , AQN 3.0, BCE 7.5, TRP 3.3
Looking for income
Thanks for your great service,
Read Answer Asked by Jennifer on October 04, 2018
Q: Hi,

Looking at taking up a position in IPL and/or ALA. 2 year timeframe.
Looking for both growth and dividend.
Any other recommendations certainly welcomed.

Thanks.

Larry
Read Answer Asked by Larry on October 03, 2018
Q: I am retired and have significant positions in vsb and vab and both are valued less today than a couple of years ago.
I was thinking to sell one or both and purchase xhb and /or xcb and bep.un and/or ala.
I look forward to your comments. Thank-you
Read Answer Asked by JACK on October 01, 2018
Q: Hi 5i team,
Brookfield equities (BAM, BEP and BIP) represent 8% of our portfolio. I am down 8% on BEP but am wondering whether the current dip down to $38.87 per share represents a good buying opportunity, especially given it's dividend yield at around 5.5%. So, my questions are: 1) is an 8% total Brookfield weighting too much in general, and 2) what about buying more BEP or do you think that it's likely to slide further given their broad holdings in emerging markets. Thanks for your help.
Read Answer Asked by Martha on September 24, 2018
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