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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 am heavily weighted in Brookfield right now (BPY, BEP, BEPC)– across all my accounts they are at 15% of my holdings, largely due to the great run BEP as been on. I'm looking re-balance and am considering two choices: (1) I could dump my entire BPY stock (I'm down roughly 20%) which would reducing my overall Brookfield holdings by 4%, or (2) I could take some profit from BEP to do the same, leaving BPY in the hopes I recover some of that loss.

Which would you recommend?
Read Answer Asked by Alex on December 02, 2020
Q: Hi team,
I am wondering what the difference is between BEP and BEPC. Also, which of the two would you prefer as a play on renewable energy

thanks
Paula
Read Answer Asked by Paula on December 02, 2020
Q: Hi guys,

I'm looking for potential opportunities in the energy space where the line between clean and fossil, as well as energy vs utilities seems to blur more and more. Also there seems to be increasing suggestion that big oil is interest to move into this space with investment and engineering capital.
Are these corporations good opportunities and if so do they look to be positioned as underpriced for growth relative to the current frothy players like npi and bep?
Read Answer Asked by Peter on December 02, 2020
Q: I own both BIPC and BEPC and have done very well thanks to your recommendations. You have indicated lately in some of your answers that BAM.A is very attractive at these prices. Is it too much Brookfield to take the profits in my two holdings and purchase BAM.A.

Thanks for your continued guidance throughout this turbulent year.

Dave.
Read Answer Asked by David on December 01, 2020
Q: For the average retiree what would be a recommended or realistic portfolio dividend yield to aim for?
Thank you
Read Answer Asked by Brent on December 01, 2020
Q: I hold all of these utilities and would like to consolidate into one as a reliable dividend stream with some potential for a small amount of growth over 10-15 years (I hold in a RRSP). Which utility would you recommend to achieve this objective?
Read Answer Asked by Danny on December 01, 2020
Q: Looking to sell cvx and move back to Canada would you see this as a good move or would the oil sector be a little safer in the US with more growth potential and less environmental negative news going forward.If you agree with selling could you give me a replacement in Canada held in a rrsp.
Read Answer Asked by dennis on December 01, 2020
Q: Please comment on the relative pros and cons for each, and rank them for purchase soon. I am grateful for your excellent service!
Read Answer Asked by OREST on December 01, 2020
Q: I have no utilities exposure. I want to add 1 Company. I was looking at Fortis because I believe they are your favourite given their size and history of dividend increases. They currently are mostly electricity delivery (<90%) with some renewables and fossil fuel. By 2035 they expect to increase renewables from 2% to 7%. That seems like a long time for such a small increase. They are eliminating their fossil fuel generation. If I prefer to invest in a utility with more of a focus on renewables, would AQN or BEP.UN be a better bet. Shouldn't they do better as renewables become 'trendier'? Which do you prefer out of AQN and BEP.UN. BEP.UN has had quite a run recently.
Read Answer Asked by Jason on December 01, 2020
Q: Please rank these stocks in terms of safety of dividends and please provide payout ratio for each. Thank you!
Read Answer Asked by Chris on November 27, 2020
Q: Hi 5i,
Can your recommend 5 good top Canadian dividend stocks that might be good buys today for a non-registered account (BAM in RRSP) 7+ years hold. I do follow and own most of the income portfolio picks; maybe there are a few that are stronger buy's. I have been watching the tax loss picks but not interested in energy.
Read Answer Asked by Dean on November 27, 2020
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