Investment Q&A

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.

Q: In your answer to Steve on BEPC vs BIP.UN differential: can you explain why these two should be thought as linked together? I get that BEPC and BEP.UN are linked as they represent the same company.
Would you agree that the growth for BEPC/BEP.UN will be muted this year (servicing debt is going to go up) and financials (US banks) would see better growth potential? Would the growth issue apply to AQN as well (for the same reason)?

Q: The differential between BEP.UN and BEPC is down to a reasonable 7.8%. But between BIP.UN and BIPC the differential is very high 23.7%.
Can you explain the reason for this discrepancy. I believe this would be an ideal time to sell BIPC and use the proceeds to buy BIP.UN. Do you agree.
Thanks for your great service.
Steve

Q: The drop in price in the last couple weeks for these two stocs has been considerable. Is there something more than the Texas problem involved here? Is its present price attractive for the next few years? I sorryfully missed your praise for Magna a couple months ago by bidding somwhat lower when it was $68.

Q: Thanks for your response to my previous query regarding validations for BEPC. I am aware of how the stock has done and management quality. What I was hoping for were some metrics , growth rates, revenue, earnings , etc that you see going forward that would provide some basis for evaluation of the shares. Also some comparison with other companies in the same sector based on similar parameters would be helpful. Would appreciate your comments and input please to the extent you feel is reasonable.Thanks

Q: BEPC has been steadily declining in recent weeks. At what point will the shares represent good value to purchase , in my case, additional shares? And at what price would the shares represent excellent value for purchase. Please provide rationale for your position. If you have any thoughts about how much further the shares might fall, that would be helpful.Thanks.

Q: I am planning to buy BEP on this dip. BEPC has dropped from a high of 80 to 64. BEP,UN has only dropped from 63 to 59. In the last few days, BEPC has dropped by 5% each day while BEP.UN only dropped by 2%
Can you explain the difference?
Which one should I buy given the difference in price drop?
I can buy in either my RRSP or my corp, doesn't matter. I guess if you tell me BEPC, I'd put in my corp, and if you say BEP.UN, I'd put in RRSP, would that be correct?
Thanks.

Q: I am holding AQN, BEPC, and BLX in utilities and am considering selling AQN to purchase NPI. I’m retired and looking for safe growth with some income. Does this trade seem reasonable for a longer term?

Q: I read in today's paper BEPC is doing a share issue which I think explains yesterday's +5% drop. According to the paper the money is not going to BEPC. Who is getting the money...are BAM.A or BEP.US going to see the benefit of the share issue? Would you agree that shareholders are experiencing dilution? (More shares issued but the cash not getting invested in the business).
Thanks,
Jim

Q: Hi,
I have two questions on my TFSA:
1) Bought ENB at around @49 back in 2018, going no where since then (other than dividends). Is it good time to trade for BEP? (ENB is currently my only stock on the fossil fuel/energy space).
2) If I buy BEP for TFSA, which one makes most sense, BEP as PEPC? US vs. Canada-listed?
Thank you for your guidance as always.
Martin

Q: I hold both BEPC and BEP.UN in my RRSP, should I consolidate these 2? If yes which one should I sell, looking more for growth vs income?
Thx
Nancy

Q: Can I have your thoughts and analysis on these two Brookfield company's recently announced earnings. Thank You.

Q: I own bce in my rrsp account. I know it has a good dividend but the stock has been flat for the last few years. I was wondering if you could recommend another dividend stock that was relatively safe but would have a bit more growth potential.

Q: There will have to be a significant electrical buildout to facilitate a wide based conversion to EV. Everything from Power Production thru both new and upgraded Distribution to Charging Facilities and their components and other electrical elements I haven't thought of will benefit.
Who will be the biggest beneficiaries?
Will there be be clear winners in power production, presumably among renewable energy companies? What about their suppliers?
Will distribution equipment suppliers like GE and Siemens be rejuvenated? Who's best in class in their sector - one of them, Mitsubishi or?
In Electrical Distribution is there any clear leader or is it so decentralized that all the Fortis' and NEE's etc. benefit.
Will ATD.B and its competitors actually see growth in facilities and same store sales etc.
To what extent will energy storage be required and at what stage?

Thank you, Hugh

Q: Hello all,
I'm really overweight BIP.UN and BEP.UN. I'm thinking of trimming back both and buying Topicus when it begins trading. I realize they are in different sectors. I will have some Topicus because of my ownership of CSU. Just thinking of adding more TOI. Your thoughts please?

Thank you,
Brent

Q: Hi team

this one has pulled back quite abit for a few days
(premium over the bep.un shrinking ?)
any fundamental reasons ?

I can add on to the pre-existing position
for dividend income in a non-registered account

or should I hold and wait for a few days for a bottom to form?
thanks
Michael