Investment Q&A

Q: Good morning - I have slightly profitable position in both ENB and BEP. I am wondering about reducing ENB and increasing BEP. I like both companies and have a long term horizon. Both pay decent dividends. Your thought please.

Q: I recently read on article on the importance of decarbonization many years into the future.

Can you provide some companies you would currently recommend in order to profit from this secular growth theme.

Canadian or US company ideas please. Looking for companies to hold in an RRSP for many many years.

Thanks very much

Q: Hi, interested in your opinion on this two companies, for a 5 + year hold. I like the dividends and some growth, but your comment on management ,debt, and growth would be appreciated .
Thanks

Q: I'm a retired investor with a balanced portfolio looking for a stable total return. I hold the above 3 utilities and am wondering if a switch from BLX to FTS would provide a greater overall return over the next 5 years?

Q: Good morning - I sold an interest in BEPC to generate losses over thirty days ago. My intention was to buy back in as I do like the whole Brookfield family. I still have BEPC plus positions in BIPC and BN. I do like dividends but I have a ten year horizon and am wondering which Brookfield to purchase. Your guidance would be appreciated. Thanks Al

Q: Holding AQN in a dividend portfolio and down like many others. Pondering a switch to BEPC and looking for your thoughts on this move based upon prospects for total return over the next 2-3 years. I understand that in these situations looking forward is what matters but must admit I think my bitterness at the fall of AQN might be clouding my rationality a bit.

Q: Hello 5i,
Just a follow up on feb 6 question on bipc. Was it attractive below $40 usd or cad?
What is the actual p/e on it?
Which would you consider better today: bepc or bipc for total returns over next two years?
Tia

Q: If the only criteria is total expected return, 10 years from now which of these two do you think you’d be happier having bought today and held? Do you feel either one has significantly more risks than the other over that time span?

Q: In order, what are your top 4 Canadian utility holdings for growth, moderate risk and dividends >3%? Five-year time frame. Thank you.

Q: I had BEPC (3%), BAM(1%) and BN(5%), TD(3%) but just sold my BEPC, with the intent to use the proceeds to bump up BAM. Would I be wiser to bump up my TD or would you expect the profiles and forward looking growth/income to be similar? Non-Registered account.
thanks,
Mark

Q: BEPC has been a favorite of yours for a long time. I bought it more towards the highs a couple years ago when there was so much talk about renewables from the Biden administration and everyone was piling into renewables. Since then this stock has gone down and it was your favorite two years ago at all time highs and now around 20 dollars off its high it is still a top dividend pick. I also averaged down on it based on how favorable you spoke about this company but I have still not broken even. My question is in what environment would you see this stock doing well again? What would be a catalyst for this stock performing well and why is it still a top dividend pick? Does it represent value at this price and could you please comment on the profitability of this company. Thank you!

Q: I have both BEP.UN and BEPC in an unregistered margin account and for simplicity sake would to only hold one of them. Is there any particular advantage of one over the other in an unregistered account? Thanks.

Q: BEPC is down 18.54% and BIPC is down only 7.73% over the past year. This is quite a difference given that they are both utilities. Can you tell me the difference between them in terms of what they invest in, safety, and expected growth? If you were to add to one, which one would it be, if any?
thanks

Q: I am thinking of buying brookfield renewables in my TFSA. Which version is better to buy? Or do you have a better suggestion for the a company in the renewable space?

Q: What are your current top 5 Canadian dividend picks?

Thanks,

Joe

Q: I see there are stocks with an RSI near 30 and at a 52 week low; BNS, TRP, BEPC, and BCE. Also, WCN is not at a 52 week low but has an RSI at 30. I am very tempted to add to my positions at these levels. How much weight would you place on a stock's RSI and 52 week level?
Many thanks, Dennis.

Q: Dear 5i,
If I understand correctly, BEPC-TO and BEP.UN-TO are identical companies.
In a perfect world they should trade at the same price and thus offer the same dividend yield. If this is the case, does it matter which one a person should purchase in their registered accounts like a RRSP? (ie would there be any witholding taxes with either one?)

thanks

Q: I recall once seeing a link to an explainer on all of the different Brookfield offerings. Can you please repost this. Is it up to date with the new BAM / BN thing?

Ideally hoping to see a tabulated summary including:
name of holding
nature of business
yield
ideal account type to hold in for optimal tax efficiency
closest competitor names

Which offering would you recommend for green energy income investment in an unregistered CDN$ account? Any comments on when is a good time to buy given recent structural changes and interest rate changes.

Thanks,

Jim

Q: In my RRIF I own shs in Bip.un and Bepc.
Would It be better for a combination of growth,income and more variety of assets to switch the above to Bam?

Q: Looks like Brookfield has a challenge ahead of it.

RISK ANALYSIS - Simply Walls Street

1. Earnings are forecast to decline by an average of 62.6% per year for the next 3 years

2. Interest payments are not well covered by earnings

3. Dividend of 4.2% is not well covered

4. Large one-off items impacting financial results

Only one firm's opinion.