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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: Trading in BEP.UN and BIP.UN Friday from 3:30 to 4:00 was frenzied with big price swings which I presume was connected to indexers acquiring BIP and dumping BEP, though I don't understand the thesis, any insight? Since we knew that BIP was going into the TSX 60 well in advance is there an opportunity that we could have taken advantage of, knowing that ETFs would have to be buying shares by a deadline? Thanks, J.
Read Answer Asked by Jeff on September 18, 2017
Q: Hello 5i,

Would you have interesting companies on your radar screen that are either in the renewable energy, water, or waste sector that would be eco friendly?

Please exclude BEP.UN AQN, BLX, and INE.

(aware of market cap risk and sector risks)

Thanks!
Read Answer Asked by Elliott on September 15, 2017
Q: What do you think about Algonquin's 54% debt to asset ratio? Is this a little high or not bad? I note that it is higher than bep and bip's ratios. With word of them looking at more acquisitions, are they in potential trouble with debt levels if they do so? Thanks.
Read Answer Asked by Michael on August 30, 2017
Q: Can you tell me the debt to asset ratios for the above four companies? And how about the payout ratio for each? Thanks.
Read Answer Asked by Michael on August 29, 2017
Q: Hi, can you rank these companies for long term holds considering currrent valuation. Thanks
Read Answer Asked by Jordan on August 02, 2017
Q: Hi, can you rank the following companies as long term hold potential taking into account current valuations. I am looking to start positions in all companies I am just not sure which ones to start with.

Also, I feel like there is so much noise about moving away from oil that buying ENB long term can be a bad portfolio decision. Can you also comment on this. I am 30 and don't plan on selling anything any time soon.
Read Answer Asked by Jordan on July 31, 2017
Q: Hi team
I am looking for a high yield, safe company to invest in. I found these in your portfolios. What are your comments on those today, how do you rank them or are there any other stocks you will recommend?
Thanks
Margita
Read Answer Asked by Margita Elisabet on July 31, 2017
Q: What is the payout ratio on these two stocks? When i research there is conflicting information from a payout ratio of 60-70% to a high of over 175%.

What is the forward 1 year P/E ratios on these? Is this an important figure to watch?


Morningstar reports BIP.UN and BEP.UN free cash flow dropping 3 consecutive years and BEP.Un reporting Negative earnings. Would a short seller like the one on EIF pounce on this or do you view these companies as more safe?

Are these still good investments on a 10 year plus time horizon and would it be better held in a registered or unregistered account.

thanks
Read Answer Asked by Thomas on July 27, 2017
Q: I am retired and consider safety and a high dividend yield with growth potential important.

I am a fan of the Brookfield companies and hold both BEP.UN and BIP.UN

My concern with BEP.UN is that RBC estimates its 2017 ACFFO payout ratio at 109% and may stay elevated for several years. It believes it to be fully valued and its share price is above target price.

I know you like this stock but should I be concerned? Thanks

DEREK
Read Answer Asked by Derek on July 13, 2017
Q: First of all thank you for putting the "sectors" beside the names in your portfolios - that is much appreciated.

Could you please list the "utility" companies you like best in order or preference and could you state if it is "large" company or a "small" company.
Thank you
Margaret
Read Answer Asked by Margaret on July 13, 2017
Q: Do the high p/e ratios on these stocks concern you or does their future growth take care of that? Also, are their dividends sustainable over the long term? Morningstar reports a low ROE on BEP and BIP, yet they are ranked as a high quality investment. AQN,BIP-UN and especially BEP-UN also seem to have high debt levels. Are these still good buys? thanks
Read Answer Asked by Thomas on July 12, 2017
Q: I expect to retire in a couple of years. About 80% of my money is managed professionally but I keep a small account to help me stay aware of the markets comings and goings. In my utilities holdings I have a full position in Fortis, about 3/4 position in BEP.UN and a small holding of NPI. I am thinking of adding to NPI as a source of income. Your report of last year was ok, but notes that it should be reviewed in the summer of 2017. Any new thoughts on NPI? Would you add to it, to one of the other two, or avoid them all pending changes in interest rates?

Thanks for all your help - though I don't ask a lot of questions I learn a lot from answers to questions posed by others.
Read Answer Asked by Dave on July 07, 2017
Q: This whole business about how the distribution is paid has got me confused. I bought BEP in my $us investorline account. Even though I bought it with the ticker BEP, it shows up on my transactions as BEP.UN. I phoned BMO investorline to confirm that there would be no currency exchange for the distributions when I purchased the stock. It does not show any conversion in my transaction history but I called today to confirm Again after reading the Q & A comments. I reside in Canada but my broker says the interest is paid in $US and there is no currency exchange. Am I missing something?
Read Answer Asked by Cheryl on July 04, 2017
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