Investment Q&A

Q: I noticed a sell and hold recomendation for this company. What are the concerns? Maybe a new interest in renewables due to the cost of oil and supply issues. Is BEPC a good place to be in and have a full position?

Q: I am looking to utilities stocks or ETFS . What are your top picks.

Q: I need to add some utilities stocks or ETFs in Canadian and American currency What your top picks

Q: Hi 5i
I am tempted to sell BEP.UN to buy more BN. BEP.UN is about 1% of port., BN about 1.7%. BEP.UN is at 52 week high and often pulls back to under 40 from here. BN is well off its high so going forward, I see it with better total return potential. Have held both for many years. I am starting to hear rumblings of private equity/private credit/mark to market problems, which make me a little hesitant on BN. Also the BEPC/BEP.UN discrepancy has narrowed somewhat so I'm not sure how this factors in. I look forward to your thoughts.
Thanks, Greg

Q: I am deficient in utilities. I would like to purchase one Canadian company in the sector. Could you rank these 5 companies (you can add to the list if I missed a good company) with a brief explanation for your choice. I am looking at total return (gains + dividends).

Q: Hi,
I saw a Morningstar article in January about BEP, mentioning this:

Big picture: Management announced plans to address the widening relative premium of BEPC to BEP shares. The firm launched an at-the-market equity program for BEPC shares, which it plans to use to repurchase shares of BEP, given the outsize relative premium.

YTD both BEP.UN and BIP.UN ouperformed their counterparts, BEPC and BIPC. Would it be the reason?

Do you have any knowledge of this Brookfield’ plan. Thanks.

Q: With all the trouble around oil supply (again, sigh) would it be smart to put more reliance on renewables? Do you think now would be a good time to invest in renewable energy? What would be a couple of the best ways to do this?

Q: i own above shares can you rate the top 6 regardless of sector in order of preference so i can add to them based on you top picks from the group also list your top 6 picks in order of preference as well please

Q: Utilities. They had a strong performance in 2025. I am hearing a number of investors beating the table for utilities again in 2026 especially utilities with a strong commitment to AI.

1. Do you agree with that thesis?

2. Which 3 utility stocks CAD or USD would you recommend buying now.
3. Is there an etf that has a major composition in AI oriented utilities?

Thank you.

Q: Could you please share your recommendations regarding my energy sector investments? I feel like I have too many and some may be overlapping. Additionally, could you suggest a few investments inside this sector that are currently not being covered?

I aim for a balanced approach with a mix of growth and income, intending to hold these investments for more than two years.

Thank you,

Q: This news was released today. I'm wondering first if these would be a good, safe investment to buy? And also, what sort of impact, if any, issuing these will have on the stock?

Brookfield Renewable to Issue C$500 Million of Green Bonds
View Associated Files
Jan 13, 2026

BROOKFIELD, News, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Brookfield Renewable (NYSE: BEP, BEPC; TSX: BEP.UN, BEPC) (“Brookfield Renewable”) today announced that it has agreed to issue C$500 million aggregate principal amount of Series 20 Notes (the “Notes”), due January 15, 2056, which will bear interest at a rate of 5.204% per annum.

Q: Today Northland Power sank by 27% and the dividend was cut by 40%. A couple of years ago Algonquin Power cut their dividend twice.
Both companies are in the renewable energy sector.
Another company that is involved in the renewable energy sector is BEP.UN.
What is your opinion about the prospects of BEP.UN going forward ? Is this company facing any risks like those faced by NIP.UN and AQN ?
Would you add or hold the shares of BEP.UN at these levels ?

Q: In a recent question highlighting the large premium given to BEPC vs BEP.UN, you responded that the stocks are “economically equivalent”. If that’s the case is it reasonable to expect the prices to align more closely with time? I hold BEPC in a non-registered account. Tax considerations aside, would it make sense to sell BEPC from my non-registered account and buy back BEP.UN in a registered account to take advantage of the current large discount?

Q: BEPC is trading at a 42% premium to BEP.UN. I understand the tax implications and ownership of LPs vs Corps, however, what is the real value/share of Brookfield Renewable? Is BEP.UN undervalued and/or BEPC overvalued? As a retail investor, irrespective of tax considerations, which of the two should I consider buying? Thank you.

Q: A retired friend of mine recently asked for my recommendations on how to invest approximately 200K which, with minimal risk, which will give him a reasonable (4.5% to 5.0%) annual dividend with minimal expectations of big capital growth, Since he currently has very little experience with investments, I would like to build a portfolio that will require minimal ongoing involvement on his part. I believe that a 10-15 year timeframe is realistic.

My thought is to split the 200K into 10 equal parts and purchase the following Canadian equities.

BNS
TD
GSY
CNQ
TOU
ENB
FTS
T
CCA
BEPC

I realize that a portfolio like this is overweight on energy. I'm comfortable with that.

What are your thoughts on this strategy and do you see any of the companies listed that you would avoid? Are there any others that you think should be added to the list?

Q: Hated BEPC for so long as I was down for many years after buying during the big hype for renewables when Biden was elected. Now, kicking myself for not buying more at the lows. My question is whether this has now run too high. Is there still a place for traditional oil and gas/nat gas in one's portfolio or for a young person (20's) should these be replaced with BEPC? Thoughts and buy price, please. Thank you!

Q: How can one explain the huge discrepency between those 2 stocks while it's the same company? One can argue that there is a tax efficiency by investing in BEPC but certainly not by this much. Is there a possibility that the difference might shring over time ? What am I missing?

Yves

Q: Given the growth in data-centre construction and electrification, which Canadian or U.S. power producers do you see positioned to benefit most. Looking for companies with actual and planned capital investments support that potential?” Additionally, as this will be a RIF addition, also looking for sustainable yield

Q: Apologies for asking something I’m pretty sure has been asked before in various ways; which version of Brookfield Renewables would you place in a TFSA and very briefly why? Thanks,

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.