Investment Q&A

Q: All things considered equal portfolio wise, which would you chose and why, for a 3-5 year hold.

Thanks

Q: what would be your top 5 companies be that play into the theme of climate change?

Q: I am mainly an income investor, looking for a dividend stock with preservation of capital being reasonably secure. Please a few suggestions would be appreciated.

Q: Dear 5i,
I hope you're well today.
I'm trying to pick the "better" company in which to invest new money.
May I have your opinion, please?
I like all three, but between BEP, CPX, and AQN what would be your preference?
Thank you.

Q: I would like to have your view on renewables mainly BEPC, BLX .
Do they perform better in a low or high interest rate environment?

Also , your outlook on ETF TAN

Thank you

Q: Of these 5 companies that have assets in the renewable energy space, how would you rank them for (a) dividend safety and (b) future growth prospects? Also, please provide the pay-out ratio for each.

Thanks!

Q: BEPC is currently down 37% from its 52 week high. For a 3 year hold do you see this as a buy for good capital gain or more of a value trap? Thank you.

Q: I am looking to shift some of my portfolio from the oil & gas sector to the renewable energy sector. Can you please recommend some possible companies/investment opportunities to consider?

Q: The BEP.UN/BEPC combo has been on life support entering 2021. It seems the entire renewable energy sector is in the same boat. Can you recommend other similar type of companies or sector I can consider a transfer? Perhaps the electric generators or electric utilities with similar yields and growth prospects? Thanks.

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!

Q: Hello, I am cleaning up my portfolio to take advantage of YE losses... I am down about 5% on these stocks, except PINS ( I am down 20%) which one(s) would you keep and which one(s) you would sell now?
Thanks
Carlo

Q: Hi, I have read that several U.K. utilities have recently collapsed given soaring wholesale natural gas prices and the inability to pass costs on to customers. Could the same thing happen here and if so which companies might be the most susceptible? Could any of the above companies be impacted? Thanks.

Q: I own BEP and BEPC in the same U.S. registered account and would like to consolidate. Is there an advantage in going one way or the other. My initial thought is to sell BEPC and buy more BEP . I would appreciate your thoughts.

Q: Is this a good time to buy BEPC?.If so,registered a/c or investment a/c? Why Bepc rised & Bep.u down today?Txs for u usual great services & views.

Q: Over the next few months, I plan to buy the 5 stocks listed. Not sure if there is a preferred order of purchase. This will be in a non-registered investment account, where dividend accumulation and safety of principal are the main goals. Buy and hold forever. I keep all of my growth stocks in my TFSA, and I have most of those recommended by 5i. Could you please recommend an ordered sequence for purchase of these 5? (If you see one.) Thank you for continued great service.

Q: Hi Guys,

I own all of the above (Bam.a 2.55%, Bepc 1.7% , Bep.un 2.2% ), I was thinking of selling either Bepc and Bep.un and purchasing more Bam.a.

Does this make any sense inside a balance portfolio.

thanks

Jim

Q: I really like their renewable, clean natural gas technology and I’m wondering if they are worth a 5 year investment?

Reading your past comments it looks like strong insider support but there remains a lot of risk.

I am okay with educated risk. Would you be an investor today or could you recommend a better option ?

Thanks for the great site

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!

Q: Hi 5i,
do you think AQN, BEP.UN, BEPC, BLX and NPI might experience some tax loss selling pressure for the remainder of 2021?
Can you rate them in order of purchase preference with #1 being the most favoured for an income portfolio.

thanks

Q: All things be considered, would you buy BEPC OR BEP.UN today for a registered Canadian account. Please explain.