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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: One of life's little mysteries. BMO Investor line shows me as having" interest income" from BIPC and BEPC but no dividends. These are not the limited partnership shares. BAM shows as paying dividends. I have a call into BMO but wonder if you can shed light on this. Many thanks Al
Read Answer Asked by alex on April 03, 2024
Q: HI 5i,
I would like to initiate a position in Brookfield Infrastructure. I know the difference between BIPun and BIPC on how they are taxed. I would choose to buy BIP.un in a registered account, or BIPC in a regular account. BUT, the price difference is ridiculous ($40 vs $47). And the data I see on YahooFinance do not match, even if these two are more or less equivalent. Eg:
BIP.un: Eps=0.19 P/E=212
BIPC Eps=1.15 P/E=40
Could you clarify where is the truth in these numbers?
Read Answer Asked by Denise on April 03, 2024
Q: I have core positions in all Brookfield entities. I've read a lot lately about higher demand for electricity and the need to expand electricity production capabilities. Are there other firms directly involved in the building out and monitoring of electricity supply, either nuclear or conventional that I should be looking into?
Thanks in advance. David
Read Answer Asked by David on March 27, 2024
Q: I hold a 2% position of BDGI in a non registered account and considering it has had a decent run lately and reached 5i price target would it be a good trade to sell and buy into BIPC and or BEPC. I already have about a 2% position in BIPC and 1% in BIPC and collectively have about 9.4% position in the Brookfield group of companies (BAM -2.15%, BN - 4.3% BIPC -2% and BEPC -1%). I am thinking that lower interest rates would be favourable and the dividends are a good bonus. Your insight would greatly appreciated.
Francisco
Read Answer Asked by Francisco on March 25, 2024
Q: How much Brookfield Infrastructure belongs to Brookfield Corp ?

Thanks
Read Answer Asked by Daniel on March 13, 2024
Q: In my RRIF , I am looking at selling one of these stocks to buy UMAX for its higher yield and diversified holdings. Forgetting portfolio composition , please provide the order in which you would sell first (1) and then to last (5).
Thanks. Derek.
Read Answer Asked by Derek on February 02, 2024
Q: Hi,

Thank you for answering Scott's question today (Jan 30, 2024) and choosing BIPC. His question didn't include all the components of BN behemoth. I know your favorite is BN for growth and BAM for dividends. Can you rank order others, especially BEPC/BIP? To one of earlier questions about energy stocks you chose BEPC. I understand the rationale there. If you were to ignore the energy sector where would BEPC stand?
Many thanks.
Read Answer Asked by Savalai on January 31, 2024
Q: Which of the BN subsidiaries do you think offers the best overall return profile over the next 5-10 years and why.

Many Thanks
Scott
Read Answer Asked by Scott on January 30, 2024
Q: 9:51 AM 1/20/2024
Does the US newly instituted tax rule on limited partnerships doing any business in the US now apply to BEP.UN, BIP.UN. BEPC, BIPC?
I have owned these for many years and all have very large capital gains in cash accounts so I am reluctant to sell them due to the crippling 10% 'disposition' tax on top of the big capital gain were I to sell. It seems I am caught in a tax trap! I would appreciate any advice on which ones are vulnerable to the tax and what to do.
Regards............ Paul W. K.
Read Answer Asked by Paul on January 22, 2024
Q: Regarding BIP.UN and BIPC, you answered to a member back in early November: “These are 'paired' companies and economically equivalent, owning the same assets. They are essentially the same company exactly.” Then, why is BIP.UN down -1.51% and BIPC down -14.50% over the last 3 years? I got those percentages from the Company Profile section, comparing the 2 companies together using the Interactive Chart with Percentage Change. Thank you
Read Answer Asked by Gervais on December 13, 2023
Q: Hi team,
BIPC is currently still 45% below its 52week high. Bn is now only 4% below its 52week high . Do you see BIPC playing catch up here ? Is it not a more compelling buy at this point than Bn while it’s down here , plus it’s almost 5% div ? I was looking for your thoughts if it would be wise to buy some BIPC at these levels and collect the nice div while waiting or sp recovery ?

Thanks ,

Shane
Read Answer Asked by Shane on December 13, 2023
Q: Hi 5i Guys

I've owned BIP/BIPC for several years and done well with it. But with all the new Brookfield offerings and re-structuring I don't know if it's still best for me. Looking for both Dividends and Growth and sticking with Brookfield, should I stay with BIP/BIPC or is there a better stock to purchase in the Brookfield family?

Thanks Ken
Read Answer Asked by Kenneth on December 01, 2023
Q: I own BEP and BIP. I am tying to understand their relationship to BAM and BN. The BAM website mentions their investments in renewables and infrastructure amongst other investments withut specifically mentioning BEP or BIP. Are these investments a reference to BEP and BIP or do they have additional investments in these areas?. Does BAM manage these investments by managing BEP and BIP while BN owns them? In which case, one can own both BEP and BIP by simply owning BAM or BN. Or are BEP and BIP separate companies that simply pay dividends to BAM or BN based on their percentage of ownership? I'd really appreciate if you could sort this out for me. Thanks.
Read Answer Asked by Ken on November 22, 2023
Q: I am considering averaging down on both of these. CPG due to their recent purchase and BIPC due to interest rate increases.
What are your thoughts. One guest on BNN suggested averaging down this am on BIPC.
Your thoughts please and thanks
Rick
Read Answer Asked by Rick on November 21, 2023
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