Investment Q&A

Q: Currently BEPC trades at approximately 10% premium above BEP.UN.
From my understanding they are basically the same company but structured differently. BEPC is mostly eligible dividends and I think BEP.UN could be fully taxed as other income but the math doesn't make sense to me. What do you believe the spread should be if you just looked at the math? Can you explain other considerations that may be adding to the premium.

Q: impact of csquared ipo and potential sale of North river business in western Canada on BIP.UN earnings and valuation

Q: I am up 30% with BIPC and BIP. From the questions asked today and the change in company policy should I sell my BIPC and buy more BIP?
Thank you

Q: I recently read that Brookfield may be looking at consolidating these two stocks. I currently hold BIPC in a cash account, partly for the Canadian dividend tax credit and partly to avoid a US limited partnership, with tax withholding and (as I understand it) an onerous withholding of sale proceeds. Could you comment on what might be happening here and any suggestions on how to proceed.
Thank-you

Q: I recently initiated positions in both BEPC and BIPC. I was confronted with the decision to invest in the LP or the corporations. In the end, I decided to invest in the corps as it was in a taxable account, and I wanted to keep thing simple from a tax perspective. Now I find out today that the company is profiting (at my expense) by running an arbitrate strategy between the two classes of shares. How is this in my best interest as a shareholder of the corporations (vs LPs)? Does this open the company up to liability in the sense they are treating each class of shares differently? Can't help feeling both betrayed and regret that I should have bought the LPs. Should I do the same and sell the corps to buy the LP’s or just let it play out?

Q: Hi,

I wanted to get your thoughts on Brookfield Infrastructure Corporation (BIPC). The stock dropped about 10% today despite reporting solid Q1 2026 results — FFO was up 10% and they raised the dividend 6%. The stock is now near its 52-week low around $35.50.

Given the current interest rate environment and BIPC's debt exposure (particularly in Brazil), do you think this sell-off is an overreaction and a buying opportunity, or are there fundamental concerns I should be aware of before adding to my position?

Looking forward to your thoughts.
Rick

Q: I notice that BIPC is down about 12% as of this afternoon but BIP.UN is down 4%. Is there a particular reason why they are out of sync?

Q: Comments on cpx latest quarter. thanks

Q: If you were starting to invest, had $500,000, and sought income with some growth, would you invest today or wait for the Iran war to resolve? If you were to invest today what companies would you buy and in what amounts?
Thank you!

Q: Can you give me your best ideas for a near term purchase of US traded companies with a good yield and some growth potential?

Q: I own Wallmart Costco and Dollarama in the Consumer defensive sector. They each comprise about 2% of my portfolio holdings for a total of 6%. Would it make sense to just own the big two compounders Wallmart and Costco and sell Dollarama?

Q: What is the difference between an income security and a dividend payer? I'm asking because that's the "general suggestion" you have for putting securities in certain accounts. Thanks in advance!

Q: With oil prices high what do you think of phx for growth and income.

Q: I own Altagas and it has done well for me. I am considering adding to ALA or buying Capital Power. What would you recommend? Thank You.

Q: Hello, please comment on MRU earnings. Are they trending down on sssg? Thanks

Q: I have BEP.UN at 1% of my total portfolio, H at 3%, EMA at 3% and FTS at 4.5%. I feel If one is to be sold to reduce holdings, I feel EMA offers the least growth potential / stability. Your thoughts are very much appreciated

Q: DOL is down around say 16% YTD, COST, WMT are up 16% and more, why do you feel this is happening with the tight $ for a lot of customers in todays economy as most families are living paycheck to paycheck.
Thanks Again

Q: I am surprised about the recent weakness in CPX shares. ( Down almost another 3% today.)
Are you aware of anything that could account for this recent weakness?

And would you recommend holding or selling the shares? With your rationale please.

Thx

John

Q: I was thinking of selling Tourmaline Oil (TOU) and PrairieSky Royalty (PSK) and buying back into Canadian Natural Resources (CNQ), which is down about 15% from when I sold it. I am interested in the best overall return, not just the dividend. I would appreciate your thoughts on this move. Also, which is the better hold today, Hydro One (H) or Fortis (FTS). Finally, how big of position would you be comfortable letting BAM be in a portfolio? Thank you.

Q: Hi Peter & 5i Team,

I know that you like stocks with momentum. In the Industrials sector, our major holdings are WSP, which has been held for a long time, and STN, held for less time, and I'm somewhat disappointed in its performance. Please comment on these three possible scenarios:

(1) Wait until May 13 when BDT and STN post their earnings. BDT is presently displaying excellent momentum. If prudent, sell some or all of STN to deploy into BDT.

(2) Realizing that WSP is currently under pressure and trading at a reasonable price, sell some or all of STN to deploy into WSP.

(3) Perhaps 5i may have a better idea.

Thanks as always for your valuable insight.