Investment Q&A

Q: what is your take concerning the plan of arrangement proposed by BEPC

Q: What is your 1 year and 5 year outlook for renewables with the TRUMP back in power?

Thanks

Jim

Q: I will appreciate it if you could provide your perspective on NPI.
What are the future prospects since the new Government in USA is not friendly for the likes of NPI and BEPC.
Is NPI a hold , sell or an opportunity to average down.
Thanks

Q: Following Donald Trump's recent election victory, utility stocks have experienced a pullback. Given the current valuation, would you consider it a good entry point given the recent weakness? Please also rank it

Thank you

Q: In view of the trump win I wonder if I should switch my Bepc in my RRIf into Sobo?
Looking for income and a little growth.
What do you think oh the idea?

Q: Hello,

There has been a sudden drop in BEPC’s price. Could you please explain the reason behind this decline?

Thanks.

Q: If Trump were to win the US Election he suggested he would create a Dept overseen by Elon Musk to reduce US spending by 1/3rd. One of his targets is Green Energy which clearly he would be happy to eliminate.

How would this affect Renewable Producers like BEPC. Northland Power. Algonquin and other TSX wind n Solar Producers with operations in the US as well as other Canadian Power Generators like Capital Power and Altagas?

Would Trump go as far as to reduce the mandated usage of corn based ethanol or this would not be a target as it would hurt the US Ag industry?

Q: hi. last month has seen 20% swings in BEPC price? does this seem unusual? any thoughts?
cheers, Chris

Q: Good day everyone. My holding in the following companies represent 25.11% of my investment portfolio across 3 registered and 1 cash account:
BN 5.00 %
BAM 2.36 %
BIPC 2.22 %
BIP.UN 1.35 %
BEPC 1.25%
For a total of 12.18 % amongst the Brookfield group of companies

CSU 5.49 %
TOI 1.81 %
LMN 1.40 %
For 8.7 % in CSU and associated companies

MLF 4.23 %

Collectively these holdings represent about 25.11 % of my holdings at the end of the 3Q.

I understand that your services are not to give personal advice but would value and appreciate your opinion on the weighing of these investments, specifically in the Brookfield group. The portfolio has done reasonably well (thanks fot 5i) but don't want to get complacent.

Much appreciated.

Q: BEPC is up over 8% today. Any idea why?

Q: Could you please offer a few of your best ideas for how to profit from the increased energy demands from AI, Cloud, Crypto etc. ETFs and individual stock ideas would be appreciated (in USD or CAD). Thank you very much.

Q: What is your assessment of today's financial engineering announcement regarding BEPC? Can you give me a good reason to stick with BEPC versus switching to FTS? FTS is a blue chip utility with a normal corporate structure. My gut is telling me to stay well clear of the Brookfield group of companies, fearing that their corporate shuffling and financial wizardry will end badly one day.

Q: Hi Team - for my RRSP I have cash for a full position, or 2 partials, and based on portfolio analyzer I am under weight on Utilities and Consumer Defensive. Are conditions decent to enter those areas now, and what would be your top 3 in each area. Bonus points for options that increase global exposure since I’m also needed some international exposure.

Q: I am assuming that the recent increase in weight of BEP.UN (Income Portfolio) is also an endorsement to accumulate BEPC since they are supposedly “equivalent”. EPS forecasts for BEPC appear as grim as for BEP.UN, with increasing losses forecast for ’24 and ’25. In a recent Q&A on BEP.UN it was stated EBITDA is more relevant than EPS since it’s a limited partnership. BEPC is not a limited partnership so should it be valued differently? I don’t recall ever seeing a stock begin to trend up in the face of falling 2-year EPS forecasts. 5i has cited the expected decline in rates as a catalyst, but there must be other factors contributing to the rising stock price - perhaps rising revenue, confidence in management, …?

Q: Hi there, what would be your top picks in the Data Centre infrastructure space (real estate, utilities power, industrial, technology etc) for 3-5 years.

Ok thanks

Rob

Q: What companies are held in BN and at what percentage for each stock/company (I know Brookfield partners is no longer listed), ie. BEP, BIP, BAM etc.
I know this question has been asked many times but I could not find the answer.
Thanks!

Q: I hold Bep.un however BEPC has outperformed they are both same so why there is a big difference they both pay almost same dividend. Should I move to BEPC

Thanks for the great service

Q: For a long-term hold can you list the top 5 utilities in Canada, that you would recommend. TY

Q: Hello Peter,
Why is Descartes system down on an up day? Is there some negative news i am not aware of? Is it good time to step into AlamosGold and with lower rates coming, i would have thought BEP would have recovered somewhat. .i am down about 30 percent on it.. Much appreciated for your comments

Q: Can you remind me which is preferred to buy in a RRSP versus non-registered account?