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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: If Trump wins the election in November, he has threatened to write executive orders against development of wind power as well as reduce incentives for all clean energy, wile promoting fossil fuels. You have often liked BEPC for a safe long-term investment (and I own a full position in it). How much will a Trump victory hurt the future growth of BEPC?
Read Answer Asked by arnold on June 20, 2024
Q: Hi
I recently learnt about the AI energy consumption issue. What opportunities/threats does this issue pose to investors? Are there specific subsectors or types of companies (within the energy sector) that will benefit from or be hit through the course of the AI story?
Any specific recommendations ETFs or stocks?
Thank you
Read Answer Asked by Ahmed on June 14, 2024
Q: Hi team. I'm ok with some risk and am 100% equities with an average 13% return per year over 10 years thanks to your team!!

Now my question. We sold an investment property with the plan to use the money to fund a new investment property which will be built in 3 years...so this is my time frame. The money will be split between a TFSA & a taxable account, with the taxable account having about 75%.

What do you think if these for the TFSA - CSU, BN, SHOP and DOL?

These for the taxable - WSP, ENB, TFII, DSG, BNS, SU, ATD, BEPC, H, and a little more DOL?

Would you reorganize these between the 2 accounts? Alternatively, would you choose something else due to the timeframe?

Thanks a lot!
Read Answer Asked by Ian on June 07, 2024
Q: AI requires greater electrical power to operate. Which utility companies are positioned to benefit from this boom in Canada and in US? Could you please provide a list? Thank you!
Read Answer Asked by Esther on May 27, 2024
Q: What is the short list of companies traded on the tsx
/tsxv that benefit from support and growth of the electrical grid and power generation. With the push for heat pumps, EV's etc I see future growth in this sector with growing demand.
Read Answer Asked by Tim on May 23, 2024
Q: Hi,

Are there any utilities that will benefit from AI that you thinkares a good long term hold? Can you give me 2 US and 2 CDN?
Read Answer Asked by Graeme on May 21, 2024
Q: Given the current direction of the Canadian economy, my goal is to focus the majority of my investments in the US. According to Portfolio Analytics, currently 53% of my portfolio is US, 46% Canadian (the remainder being international). I believe my US holdings are significantly under-rated given the Canadian stocks I hold. I would appreciate ballpark figures regarding the US/international component of the following TSX listed stocks: WSP, TFII, BIPC, BEPC, BAM, BN, and HPS.A. This will enable me to get a better handle on what my actual US/international holdings are. Thank you.
Read Answer Asked by Maureen on May 21, 2024
Q: What are your 3 favorite choices in each of Canadian pipelines; electric utilities and telecom companies categories for a 5 year hold considering both income and growth?
Read Answer Asked by Terry on May 21, 2024
Q: Hello
What are the differences between these two and what are the advantages of one over the other. I have BEPC-UN in a taxable account and wonder would I be better served, re taxation, to switch it over to BEPC.
Thanks
Jeff
Read Answer Asked by JEFF on May 08, 2024
Q: I bought BEPC (not BEP.UN - I have concern about the potential tax/withholding issues in the US) about 2 weeks ago, and am up about 26% in short order. Bought it because it appeared under valued and had an almost 6% dividend. Due to the recent gains, the dividend is now down closer to 5%, which can be had with some other utility or even some bank stocks. What do you think - take the gain and go home (this is in an RRSP, so no tax implications), or do you see further gains, no doubt more modest. I do have a small position in BNS, and would consider moving the proceeds to it. How would you compare the potential for gains between these two, the safety of dividend, and general safety of principal.
Thank-you
Read Answer Asked by grant on May 06, 2024
Q: Please explain the difference of the business aspect between BN & BAM. As well, how do BEPC and BIPC related to either BN or BAM.

If I wanted to trim the number of Brookfield investments by owing one or two, which one would you recommend and reasons please.

Thank you,
Read Answer Asked by Roger on April 19, 2024
Q: Hi, I hold both of these and while both seemed to be recovering a while back, BEPC headed back down and now BIPC is also tanking the last few days. What's your view on these two Brookfield companies? Do I sell one or both or hold and wait this out? Thanks for your help as always.
Read Answer Asked by Harry on April 11, 2024
Q: Hi,
Today (April 04) you answered Jacques' question by suggesting a switch from EMA to FTS. Would you suggest the same for BEPC/and H? I am trying to "replicate" the performance of an ETF by holding some of the utility companies. Hence this question.
Read Answer Asked by Savalai on April 04, 2024
Q: hi, can I get your thoughts on the price action of BEPC. today down over 3%? any reason? was there a large sell order by a large institution/investor? i may be biased, but I have seen quite a few days like today on this equity, which seems odd as it is not a growth name, more of a stable slow growth dividend grower? share price now below 2020. I'd appreciate your thoughts on this one, as a dividend grower, and slow-medium growth equity going forward. is there more beyond the effect of higher than before (but still pretty reasonable on a historical basis ) interest rates. and, do you see a theme in these cdn stalwart dividend companies ( eg banks, telcos, utilities) mismanaging things when rates were low, poor risk management etc, getting caught up in the frenzy of low rates and locking in bad management decisions? the hit on BEPC and all these seems excessive to me? appreciate your current thoughts.
cheers, chris
Read Answer Asked by chris on April 03, 2024
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: 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