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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: My View! Bought my 1st. stock 50 years ago, and have owned stocks since, so i have had a lot of ups and downs over the years, but what i have learned is that people take too many gambles in the market and than have wipe outs or tax loss selling, when all they have to do is buy great companies that make lots of money. It is amazing how much your growth is if you do not have to write off these loses on IFFY companies. I love 5i for reading but sometimes i wonder where do they find these IFFY stocks, are they looking for another 1000% banger or a another tax loss seller. If you take Berk.B and only bought it 5, 10, or 20 years ago you would be very happy with just 1 stock, they do not buy IFFY and hope. The market will reward you over time, but Greed is hard to control.
Read Answer Asked by eugene on February 29, 2024
Q: According to the T3 published on the CDS listing for 2023, the Return of Capital for 2023 for HBND was 70.7% and for HPYT it was 48%. I'm holding them in non taxable accounts so the source of the dividends doesn't matter, but isn't that level of ROC completely unsustainable and will just mean an erosion in the NAV?
thanks
Read Answer Asked by John on February 29, 2024
Q: I'm looking at BIP and BEP primarily for dividend reliability and some growth. According to Morningstar, they both have very low return on assets (somewhat understandable given that they are very asset heavy) but also return on equity.

Normally, that would be enough for me to avoid the stock but they are both generally well thought of by analysts. What am I missing?

Thanks
Peter
Read Answer Asked by Peter on February 29, 2024
Q: BEPC has only gone down long term, including recently during a rising market. Yet analyst targets and fair value assessments range from $39-$46. The yield is approaching 6% and I would expect it to provide a floor for the stock soon. How safe is the dividend? Would you be averaging down at these levels if you had taken a small position at higher (mid-$40’s) levels?
Read Answer Asked by Paul on February 29, 2024
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