Investment Q&A

Q: I am looking to buy a renewable with a decent dividend for a non-registered account. Please let me know you rationale. Of these 3 , which one would you recommend? I understand that this sector has come down recently. Which one has the best upside in terms of valuation? If there are others that you would recommend please let me know.
Thanks

Q: In a TFSA, which of these two would you buy today? I know you have answered this question in the past - and that you’ve said to focus on yield, but doesn’t BEPC deserve some type of premium even in a registered account?

Q: Are there any catalyst, or catalysts, in insight to lift the renewable energy stocks out of their 2021 humdrum? Names in this sector are all down YTD from BEPC's highest of 33% to RWN's lowest of 7% - with no exception. Would you recommend a name in this group that would have the likeliest chance for a quick rebound / turnaround? Thanks.

Q: What are your thoughts on NPI ? What is the financial situation of the company and future prospect?
Thanks

Q: a) Could you please clarify the advantage of owning bep.un vs bepc.
b) Would you recommend adding either to my current holding of aqn/npi/blx?
c) Please list in order of preference
d) Do you think all four would give greater diversity, or would you prefer owning only 2 or 3 of theses companies and if so which ones!
Ed in Montreal

Q: Regarding your response to John today, I am not sure if you implied that the BEPC distribution is 100% eligible dividend?
Thank you.

Q: Now that Brookfield Renewable has come down so much, how does the valuation compare to Brookfield Infrastructure?

Q: Why are renewable stocks (such as BEPC, AQN, INE, BLX, etc.) so weak of late? Thanks. With all governments promoting renewable energy these stocks should be doing much better.

Q: I currently have loss on bep.un. If I sell bep.un and buy bepc will the loss be disallowed?

Q: With the ongoing slide in share price for these equities, at what point would you recommend increasing one's holdings. Thank you.

Q: Any idea what is happening with BEPC? The stock has gone down 15% in the last 3 weeks. Is this just a good buying opportunity?

Q: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.

Thanks,
Jim

Q: I own BEP.UN and BEPC and they have been free falling since 1/01/2021, down about 15%. The entire renewable energy sector are down a lot too, e.g. INE is down 25% YTD. I know this sector's been up quite a bit last year, but why the collapse this year? Is it just sector rotation, or there are other reasons? Thanks.

Q: Hi Why is the stock sliding lower? I can't find a reason. Is this a good entry point? Thanks

Q: Which of these poses the best opportunity for a recovery in the space? Would you please rank? Thanks for all you do.

Q: Any reason why the renewable stocks are so weak in 2021?
For example, BEP.UN dropped almost 14% since 1/01/2021, and most other renewable stocks are similarly depressed YTD. I know this sector was up substantially in 2020. What changed? Market sentiments, or due to some more tangible reasons? Thanks.

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Q: Earth Day
Hi Team
I would like to make sure that part of my portfolio is invested in the planets future. Can you please give me a list or link to stocks that would play into this theme. Charge as many credits as needed.
Much thanks and Happy Earth Day

Q: It has been announced that NextEra Energy Partners is acquiring a portfolio of four operating wind assets from Brookfield Renewable.

How do you think BEP shareholders should react to this sale? The price of BEPC has dropped. Do you think the drop is reasonable?

Q: With the transition of gasoline/diesel engine car/truck to EV, the electricity will be consumed more and more in the near future. Do you have any idea what kind of electricity related companies will benefit from this EV transition and what do you suggest we should prepare for it regarding investment?

Thanks