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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: Do you think that BEPC is getting a bit ahead of itself now near $50? Comments on BEP.UN have advised to use Fwd FFO to evaluate. I can’t find an estimate for Fwd FFO, but the last reported full-year FFO I found was $1.83 - bump this by 10% with a $50 unit price implies a 25x Fwd FFO, which I believe is about twice as expensive as a recent BEP.UN valuation.
Read Answer Asked by Paul on October 06, 2025
Q: So if the USA is going to need 5 times the electricty that it is now generating in the near future, what stocks in order would you invest in now. Thanks Again
Read Answer Asked by eugene on September 29, 2025
Q: Do any of the utilities held in these ETF’s offer the same kind of energy power support for the mega computers running AI applications as something like VRT in the US?

If not are there any Canadian companies that do so and would be an attractive investment in this area?
Read Answer Asked by Donald on September 23, 2025
Q: Hello Peter,
These two stocks are the dogs in my portfolio and am not sure they will recover in a few years to get my money back. I was thinking of adding to BN, but was wondering if gold would be a better choice. I am just worried as gold is quite high and it could do the same as two i own when the whole world was talking about green energy. Gold could do a reversal .Instead of adding to BN, what would you recommend for gold exposure.. any thoughts please? Also, any comments on why Lumine group continues to slide? Appreciate it
Read Answer Asked by umedali on September 15, 2025
Q: Hi 5i
I am bargain hunting so looking at Brookfield Renewable. I charted BEPC and BEP-UN and am puzzled by the significant outperformance of BEPC over 1-5 years. I don't think the div treatment should make that much of a difference. BEPC is 9% off 52 week high, BEP-UN 15% off. Your thoughts? And if I decide to buy, am I wrong to think BEP-UN could have more gain potential?
Thanks, Greg
Read Answer Asked by Greg on September 11, 2025
Q: I note that this company appears to have stalled, do you have confidence in it returning to past valuations and more? Would proposed rate cuts not help? Is this company a good investment for the foreseeable future?
Read Answer Asked by Stephen on September 02, 2025
Q: When looking at portfolio weightings and the Brookfield companies - do you consider each incarnation of the brookfield empire as a different company or do you consider them the same? Trying to figure out if I should trim or not, given their connections.
Read Answer Asked by Judith on August 25, 2025
Q: how do you expect BIP to perform, now that we have more clarity (maybe) on tariffs ?
Both div at this level and share price not drifting any lower

I want to build a position in it as a "retirement" stock.
I have BIP.UN and BEP.UN at 3% each.

What are your fav options in this category currently?

Regards,
JR
Read Answer Asked by JR on August 05, 2025
Q: Could you please explain the inter-relationship between these two stocks? I realize one is incorporated etc but I am interested in their holdings, especially because 1. BEPC is outperforming and 2. There are large US contracts that are shaping their business. It was my understanding that each had their own different contracts but they were essentially the same company at a high level. Are they impacted differently by their contracts with Google and Microsoft or will they both benefit equally? Are their operational strategies any different?
Thanks.
Read Answer Asked by Peter on August 05, 2025
Q: Hello,
Any idea why Lumine Group and Topicus are surging? Lately Arc resources has been going down and is it simply due to the price of natural gas? Also, i was thinking i am down alot on brookfield energy partners from the time i bought it, should i stick to it for long term or take a loss and move the monies into the parent company? Thanks very much
Read Answer Asked by umedali on July 18, 2025
Q: Good afternoon - I have several Brookfield positions. My BN and BAM positions have more than doubled. My BEPC and BIPC positions have done well but nowhere close to a double. I do get higher dividends in BEPC and BIPC but BAM pays almost 3% at current prices. I'm thinking of selling BEPC and BIPC and putting the proceeds into BAM. The tax consequences are manageable. Your thoughts, please.
Read Answer Asked by alex on July 18, 2025
Q: How significant is for BEP the recent contract it signed with Alphabet? The Market seams to like it with a +7% increase in the stock price but is it warranted?
Read Answer Asked by André on July 15, 2025
Q: Are there some utility or resource companies that will especially benefit from the need for increased electricity for data centres for AI and crypto?
Read Answer Asked by Maria on July 14, 2025
Q: Hi,

BEPC has been steadily rising this year, even in the face of the US administration's policy switch that is largely unfavourabhle to renewables. Any thoughts on what's driving the uptick?

Thanks,
Robert
Read Answer Asked by Robert on July 04, 2025
Q: Hello 5i,

Trumponomics is laying waste to "green" energy. Can you list 5 stocks in Canada and 5 stocks in the USA that would be most affected? Is it worth hanging onto a small position of BEPC after the news? We have a small loss at this time.

Thank you
D&J
Read Answer Asked by Jerry on July 03, 2025
Q: I can't keep all these Brookfield companies straight. If you want some growth with a dividend, for a long term hold, which would you prefer and why?
Read Answer Asked by Graeme on June 13, 2025
Q: Hi there,

I’ve noticed that some of the Renewable stocks have been firming up and/or improving lately.

Do you see any hope for growth in the near term horizon or should one invest in these mostly for income?

Thank you!
Read Answer Asked by Robert on June 11, 2025
Q: What explains the big increase (around 7-8%) of the value of these stocks today? What do you expect for the future and what is best to do (buy, sell or hold)?
Read Answer Asked by Michel on June 10, 2025
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