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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 have already asked a question about this security. Thanks very much for your answer regarding the payments being interest and not dividends.
I just can't understand this security. It is an inflation linked bond with a maturity date in 2040. The new year's interest rate has been announced as 13.3% based on the 100 bond price. The current face value has declined over the last week even though the interest rate has gone up by just over 2% per year. The current rate on face value of 137 is 9.7%.
I know about the thin trading volume and the potential for Constellation to redeem the bond with 5 years notice.
What am I missing?? Is there a good reason not to put a fair chunk of fixed income destined money into this debenture?
Thanks as always for your insight!!
Read Answer Asked by Richard on January 19, 2023
Q: In reference to Paul's question yesterday. That ZWU from 2017 to 2021 of that nice dividend 1/2 to 1/3 was a return of my own capital, Considering that, I'm surprised that 5I has recommended ZWU. What I thought was a very nice dividend is not. Now I'm wondering how many other covered call stocks are doing the same? The underlying stocks don't give a return of capital, right. Next I'm going to find out there is no Santa.
Read Answer Asked by Brian on January 19, 2023
Q: I own the above US Stocks in my RRSP. Please rate each one as a BUY, HOLD or SELL and the reasons for your Rating.
Read Answer Asked by ALNOOR on January 19, 2023
Q: I am looking to add to one or both of BN and BAM. Do you have a preference on one or the other. I know that one is growth oriented and one is income oriented but are their present valuations similar - is one priced better than the other. Thanks.
Read Answer Asked by Rob on January 19, 2023
Q: Hi, will the new BAM and BN only pay out dividend income and not any other type of income like ROC or interest etc as the other Brookfield entities have over the years. I will buy them in a cash account and don’t want the record keeping hassle the other entities are known for. Also, any idea what the yield on BAM might be? Lastly, do you think this is the final BN spinoff? Many thanks for the incredible service you provide.
Read Answer Asked by Anthony on January 19, 2023
Q: Hi, I’m curious and very intrigued as to how an AQN takeover might happen. Could it be bought whole and if so who has the resources to pull this off? I’m thinking Brookfield/ BEPC or perhaps another Private Equity company like KKR? Or could it be sold off in parts perhaps renewables to a NPI or Brookfield and the Power Gen/Transmission/Water to a Fortis? Thanks in advance.
Read Answer Asked by Anthony on January 19, 2023
Q: Going over some losers from 2022.

Bauche
Converge
Enthusiast
Qualcomm
Topicus
Roblox


Please let me know your thoughts and also should I buy, hold or sell. Most are in registered accounts.
Thanks.
Read Answer Asked by Gregory on January 18, 2023
Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.
Read Answer Asked by Pat on January 18, 2023
Q: Hello Team, I am low on Utilities and Oil/Gas stocks in my portfolio. Can I get 2-3 names for each for me to review. Looking for fairly aggressive stocks.
Thanks.
Read Answer Asked by Kevin on January 18, 2023
Q: I'm looking to increase my holdings in the industrial sector. I have CNR and CHR,
and considering WSP Global, Stantec and Waste Connections.

Could you rate these on growth potential and safety, and good entry points?
Read Answer Asked by Valerie on January 18, 2023
Q: Hello 5i,
I hold bep:us and bepc:us also bip:us and bipc:us. Is it worth trading in the bep:us for bipc:us and bep:us for bepc:us? Is there much advantage to do that? If so what is the most efficient way to do that?
Stanley
Read Answer Asked by STANLEY on January 18, 2023