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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: Which public Canadian companies do you think is reasonable to expect solvency issues in this market?
Read Answer Asked by Eugene on April 07, 2020
Q: Is there a free website that shows the institutional investors stake in public companies (small to large cap). Do you find it useful? Generally speaking, do institutional investors have a better track record at picking the right stocks?
Read Answer Asked by Pierre on April 07, 2020
Q: I have a little Brookfield Infrastrucure, and was thinking of buying more. I'm concerned, though, about short and medium-term risk given they have holdings such as timber (the demand for which has fallen), gas transmission lines (the value of which rises and falls with price), toll roads (which aren't getting much use), and rail lines that require coal demand. Do you think their next quarterly report will show a drastic downturn beyond what most people are expecting?
Read Answer Asked by John on April 07, 2020
Q: Hi, Our ACB for LSPD in non Regd account is $32. We have large Capital gains due to BYD conversion. Does it make sense to book capital loss by selling LSPD today and buying back after 30 days. Based on present market conditions and news around COVID-19, do you think it makes sense or there is risk of stock going back higher in 30 days time. Or, i
nstead, doing same exercise with BYD is a better approach. Thanks
Read Answer Asked by rajeev on April 07, 2020
Q: Hi 5i,

All other things being equal, wouldn't BIPC be superior over BIP.UN because of tax implications and greater accessibility by a wider range of investors?

I ask because I noticed over the last few trading days, BIP.UN has traded at a slight premium over BIPC. I would think it would be the opposite. Maybe some investors are doing portfolio clean up after the split and selling the small amounts of BIPC they have?

Personally I think BIPC is the better one to own?

TIA!
Wayne

Read Answer Asked by Wayne on April 07, 2020
Q: From my previous question on owing BIPC in a TFSA you state that it's better to own BIPC in a non registered account because of the dividend tax credit (that I understand)...but is that dividend tax credit really applicable or needed for a TFSA? I currently hold BIP.UN in my TFSA and I'm still trying to find the reason for switching to BIPC. Would it be withholding taxes?
Read Answer Asked by Gary on April 07, 2020
Q: Do you like POW long term? Is the reported payout ratio of 60% accurate? It doesn t seem to show a lot of growth, should it be a concern? Do you see the Europe exposure as positive? Or would you just buy GWO? Generally speaking, are the lifeco / financial services companies less risky than the banks? I already have a full position in SLF. I am looking for another core holding (financial) for my rrsp acount. Thank you for your help!

Read Answer Asked by Pierre on April 07, 2020
Q: I have owned a large position of BIP.UN and done well, I have some in my TFSA account and some in my RRSP account. For future will BIP.UN and BIPC trade similar in price range and I do not see what dividend BIPC pays. Is BIPC dividend same as BIP.UN. Should I sell all my BIP.UN and buy BIPC. Can you explain tax credit implications.
Thank You
Al - Mississauga
Read Answer Asked by Al on April 07, 2020
Q: How would you rank the banks? Strongest to weakest in this environment.
I'm considering selling some far "out of the money" puts to get some income. And if I get assigned, so be it. I'll suffer with a few bank positions yielding close to 8%. Geez, we're talking about bank stocks! I figure if they get into trouble we're ALL in really really BIG trouble.
For example, TD at $40 would yield me 7.9% in dividends. That's like 10.2% in interest. Or RBC at $58 would yield me 7.4% in dividends.
So which Canadian banks would "crack" under pressure and which wouldn't.
Thanks and take care!
Read Answer Asked by Carlo on April 07, 2020
Q: Re the couple who live on their RRIF and wished to "harvest capital losses", I hope they understand that you cannot harvest capital losses in a RRIF. Not sure if they were asking about their RRIF only or other accounts.
Read Answer Asked by Earl on April 07, 2020
Q: Given that the CDZ ETF holds companies with a 5 year record of raising dividends, I am wondering if there are going to be very many left after this crisis. Best case scenario I think for most companies would be to hold their dividend due to the uncertainty. That leaves a small universe of possible companies to hold and may lead to concentration in Banks and Telcos, maybe pipelines. Any comment?
Read Answer Asked by Earl on April 07, 2020
Q: I have what I call a mini portfolio of higher risk stocks in addition to my portfolio of diversified quality portfolio.
I presently hold ATE, AKU, PNG. I want to add 3 oil stocks to this portfolio. Thinking maybe, VET, MEG and NVA. Opinion. Any other likely candidates in the smal/mid cap. Candidates should be less than $5 and a good hedge position to protect them over the next 6 months.
Read Answer Asked by Roy on April 07, 2020
Q: Do you think this rally is sustainable? The markets have really rallied lately and was wondering if a guy should lighten up a bit.
Read Answer Asked by sean on April 07, 2020
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