Q: Up to mid 2019, this stock was cruising on a gradual increase, then it doubled over the next 18 months. Now, some 38 months later, it is approaching where it was before it's 18 month growth spurt. I believe that you said the stock benefitted from increased interest in green energy, and that now that interest has waned. Would there be any more to describe the drop of some 42% over the past 3 years? Do you think the 6.3% dividend will be cut again? Thank you very much for your valuable perspective.

Q: Hello 5i,
I am considering purchasing BEP:US to meet my P.A. targets for both Sector (Utilities) and Geography (U.S. & International).
In researching BEP, all I could find was one pie chart that indicated its geographical footprint as being 50% U.S., 35% Canada, and 15% Brazil.
While this will work for me, my question is "how accurate is that as a geographical breakdown?" It seems to be all I could find.
Can you offer any other suggestions for Utilities with a greater U.S./International bent? U.S.-denominated is preferred - as is a comparable dividend...
Many thanks for any insights you may have.
Cheers,
Mike

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