Investment Q&A

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

Q: Adding to my position in BEPC. Not looking for income. Where to buy in U$ cash account or C$ cash. What are the advantages or disadvantages If any.

Roy

Q: I'm interested in investing in renewable energy companies by way of ETFs. Would you consider now to be a good time to start positions in ETFs based on your short and long term views for the sector. Secondly, what would be you favourite choice for an ETF that represents the Canadian renewable sector and one for global exposure to the renewable sector.

Q: I am holding BEPC and BIPC in my non-registered account and BEP.UN and BIP.UN in my RRSP. A friend told me that there may be tax implications when holding LPs in and RRSP - is this true?
Thanks for your comments!

Q: At current prices, would you advocate buying BEP.UN or BEPC, and why. Many thanks. Don

Q: If only one was to be owned, which one and why. Cash account or rrsp? Long term old (3+ yrs).

Q: In a RESP account for a one year old I have both BEP.UN and BEPC. Which one would you suggest I sell & why. Thanks … Cal

Q: please provide me your best 4 income plays in both
Canada and USA, thanks, retired seniors mid 70's.

Q: Hi,
Can you help me to understand why the premium of BIPC is so high over BIP.UN? It increased to more than 40% today, $94 vs $66. On the other hand, the spread between BEPC vs BEP.UN is much narrower, up and down around 10%. Do you expect the the gap between BEPC and BEP.UN to widen? Thanks,
Martin

Q: BEPC .. why is it falling so much . Is it time to take it to full position . I got half at 64

Q: Hi 5i Team
Please advise why Brookfield Renewable Resources is getting pummeled and please advise of your opinion of Pivotree and Blackberry's contribution to the electric car/ autonomous car future. All companies are on the TSX
Thank You and I hope everyone is staying safe

Q: What's the reason behind the current slip of BEP.UN/BEPC and BIP.UN/BIPC? These two combos should be steady industrial stocks and not subject to the stumble currently affecting the tech stocks? I know both had been up nicely over the past year but that's no reason to reverse so sharply of late. Any insight you can share? Thanks.