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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: Hi Guys,

Please rank these in order for selling.

thanks,

Jim
Read Answer Asked by jim on March 06, 2017
Q: Hi Team

Certain companies such as BEP, AQN pay dividends in 'US" dollars. What is the significance to me?

Is there a foreign holding tax on the dividend ? (like for an american equity)


does my taxation change, is there an advantage to holding it an RRSP versus non registered account.

I am with BMO investorline and I think they pay it out converted back to canadian dollars, is that the financial industry way or is it possible to keep it in us dollars ?

thank you

Ernie
Read Answer Asked by Ernest on March 06, 2017
Q: I read your review of 2/23/17 which explains the financial fundamentals; ergo, would you consider this a good, safe, long-term buy & hold? I am thinking of buying for my wife's account. She currently holds FTS in one of her accounts. This would, by comparison, be a small holding vs the size of her total portfolios.
Read Answer Asked by James on March 01, 2017
Q: Do you foresee that BEP, VNR, AQN or RNW would be impacted by a US BAT tax? Thanks.
Read Answer Asked by Gary on March 01, 2017
Q: I am retired and use the revenue from my RRIF to fund my retirement. I am overweight in financials and energy.I need to add to utilities as I only have 1 stock KWH.UN. I am considering FTS, AQN and BEP.UN. Would like to add 2 from this list. Appreciate your thoughts.

W
Read Answer Asked by Wayne on February 22, 2017
Q: Your response to a recent question asking which of these companies to add to:
"BIP has grown the dividend by 16% and BEP has grown the dividend by 35.5%. We would use history as the guide here and side with BEP.UN."
Consider over the past year BEP.UN share price increased by 7.5% whereas BIP.UN increased by 36.5%. Over 5 years BEP.UN gained 46% but BIP.UN gained 132%. In my history book BIP.UN wins hands down notwithstanding the difference in dividend increase last year.

Steve
Read Answer Asked by Steve on February 02, 2017
Q: BIP.UN and BEP.UN both released their Q4 results in the last two days and both raised their payouts. I currently hold both stocks. If I'm to increase my investment in only one of them, which one would you prefer in terms of longer term growth and further payout increases down the road? Thanks for your insight.
Read Answer Asked by Victor on February 02, 2017
Q: I am looking to add renewable energy companies to both my US and Canadian portfolios. Buy and hold for 5-10-20 years. Can you make some reccomendations?
Read Answer Asked by Thomas on February 02, 2017
Q: If Canadian interest rates remain the same (or even go down) this year, while US interest rates rise, what effect would this have on Canadian companies/stocks in the telecom (T), insurance (SLF), bank (BNS), and utility (BEP.un) sectors? Thanks in advance!
Read Answer Asked by Jonathan on January 19, 2017
Q: I am interested in investing in green energy - ie wind/solar/other. Can you please recommend a way to gain some exposure to green energy companies that are involved in solar, wind or other such "green" means of energy production?
thanks in advance.
Read Answer Asked by Chris on January 16, 2017
Q: Hi, i'am thinking of selling Bep.un, I read an article saying it has a $33 target,and is paying out over 100% on AFFO,it also goes on to say because of its unique structure it has numerous conflicts of intrest ,therefore is a weak position for its unit holders.
Just wondering if you somewhat agree and if I sold,what two or three replacements could I buy with a good dividend.
Thanks,Brad
Read Answer Asked by Brad on January 13, 2017
Q: Thank you for your reasoned response e to my question about the negative view on BEP. UN presented by Dividend Sensei in Seeking Alpha on Monday. Here is his response to your analysis. He emphasizes AFFO, you emphasize cash flow. I would appreciate your comments on his comments. Thx for your ongoing excellent service. Frank
Read Answer Asked by Frank on January 12, 2017
Q: i am concerned that owning pipes and parkland (which I do, for income) is going against growing headwinds, and there is a growing international trend toward cleaner energy, renewable energy, etc. I don't think I need dump all of these now, but at some point, don't you think we should be lightening up. Or is it such a longterm issue I need not worry about it. i want to be ahead of the curve.

If you agree, then what would you recommend instead for income, in the areas of clean energy and renewables?
Read Answer Asked by arnold on January 11, 2017
Q: WORKING ON GETTING THE SECTORS BALANCED--HAVE 3 UTILITIES AND ONLY ONE TEL COM--WANT TO ADD SEVERAL THOUSAND TO EACH SECTOR---WHAT DO YOU SUGGEST?
THANKS AND HAPPY NEW YEAR
Read Answer Asked by peter on January 04, 2017
Q: In my 35-stock portfolio, I have a 9% overall weighting in the following:

ALA - 3%
ENB - 2.5%
TRP - 2.1%
BEP.UN - 1.4%

I am assuming that 9% is an "okay weighting" for this group (?) but my main question is, whether or not you see too much overlap in these stocks.

I know this group provides a mixture of storage and pipelines that move shale oil, crude, gas, etc. I also have exposure to renewable energy which has kept me from investing in other power-related stocks such as Fortis and Canadian Utilities.

Do you have any concerns about the weighting or overlap?

By the way, the only energy stock I have is TOU - 1.2%, if that makes any difference.

Thanks.

Jim
Read Answer Asked by James on January 03, 2017
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