Q: Your answer to a previous question about BEPC has made me very nervous. You said that the company has missed on earning in eight straight quarters. I still own this company because of 5I's generally positive observations and now I'm wondering what's up when it misses with such regularity. I have a lot of Brookfield companies and wonder if I shouldn't sell my BEPC and put it into BIPC. I have the parents as well so I do like the overall management. But, BEPC? You still like it a lot or a little? Thanks
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello Peter,
BEPC has been in a decline since Jan 2021. Can you please comment on reasons for the decline and would you recommend steeping into a 1/4 or 1/2 position today?
Thank you
Debbie and Jerry
BEPC has been in a decline since Jan 2021. Can you please comment on reasons for the decline and would you recommend steeping into a 1/4 or 1/2 position today?
Thank you
Debbie and Jerry
- Fortis Inc. (FTS)
- Emera Incorporated (EMA)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I have no utilities in my RRSP portfolio at this time. What are you preferred utilities in order of preference to buy now for total return (dividend and potential growth)? Any preferences among these that I'm thinking about being Fortis (FTS.TO / FTS), Emera (EMA.TO), Brookfield Infrastructure (BIPC.TO), Brookfield Renewable (BEPC.TO)?
- Toronto-Dominion Bank (The) (TD)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Fortis Inc. (FTS)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hello,
Could you please recommend five to six high yielding Canadian stocks and REITS that you would feel confident investing in right now? Safety and high yield is my goal. A brief explanation/justificaton for your picks would be greatly appreciated.
Thanks
Could you please recommend five to six high yielding Canadian stocks and REITS that you would feel confident investing in right now? Safety and high yield is my goal. A brief explanation/justificaton for your picks would be greatly appreciated.
Thanks
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi 5i,
Currently I have full positions in BN and BAM. With a goal of increasing income would you add a new position in BIPC or BEPC?
Thank you!
Currently I have full positions in BN and BAM. With a goal of increasing income would you add a new position in BIPC or BEPC?
Thank you!
- NextEra Energy Inc. (NEE)
- Quanta Services Inc. (PWR)
- Toyota Motor Corporation (TM)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- ChargePoint Holdings Inc. (CHPT)
Q: hi folks:
1) what is your opinion of the long term viability of this company?
2) do you have any other companies in mind that would be competitors (direct or indirect)
3) are you familiar with other well run electrical/ component/ grid/ transmission companies that are leading in the drive towards the inevitable electrification of the world?
thanks
1) what is your opinion of the long term viability of this company?
2) do you have any other companies in mind that would be competitors (direct or indirect)
3) are you familiar with other well run electrical/ component/ grid/ transmission companies that are leading in the drive towards the inevitable electrification of the world?
thanks
- Fortis Inc. (FTS)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi Folks,
I have the above Utility companies in various accounts. I am looking to add 1 more to my TFSA ( currently have EMA ) and 1 more to my wife's TFSA ( currently has BEPC ) - can you suggest which one you would recommend that I add to each TFSA, either from the above OR something new.
Thanks
I have the above Utility companies in various accounts. I am looking to add 1 more to my TFSA ( currently have EMA ) and 1 more to my wife's TFSA ( currently has BEPC ) - can you suggest which one you would recommend that I add to each TFSA, either from the above OR something new.
Thanks
- Pembina Pipeline Corporation (PPL)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Boralex Inc. Class A Shares (BLX)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Retired, dividend-income investor. Following up on your answer to my earlier question. I hold AQN in an RRSP and am considering replacing it. You suggested the following stocks = PPL, NPI, BEPC, BIP.UN, BLX
I have researched their metrics (P/E, Beta, P/B, P/CF, P/S, ROE, Payout, Market Cap) and technicals. My ranking, based on a desired conservative holding, Is = PPL, NPI, BEPC, BIP.UN, BLX.
My rationale is I hold FTS, TRP and AQN representing 8.6% of my portfolio vs NNRG and NRGI at 7.3%. I am leaning towards adding a more conservative name...such as PPL.
Q#1 = Is there an overlap between TRP and PPL, to the point that I only need one? What % do each of these names have in Nat gas vs oil? I know TRP is heavier to NG, not sure about PPL.
Q#2 = based on my above notes, what would your suggested ranking be?
Thanks....Steve
I have researched their metrics (P/E, Beta, P/B, P/CF, P/S, ROE, Payout, Market Cap) and technicals. My ranking, based on a desired conservative holding, Is = PPL, NPI, BEPC, BIP.UN, BLX.
My rationale is I hold FTS, TRP and AQN representing 8.6% of my portfolio vs NNRG and NRGI at 7.3%. I am leaning towards adding a more conservative name...such as PPL.
Q#1 = Is there an overlap between TRP and PPL, to the point that I only need one? What % do each of these names have in Nat gas vs oil? I know TRP is heavier to NG, not sure about PPL.
Q#2 = based on my above notes, what would your suggested ranking be?
Thanks....Steve
- BCE Inc. (BCE)
- TC Energy Corporation (TRP)
- Harvest Healthcare Leaders Income ETF (HHL)
- Harvest Tech Achievers Growth & Income ETF (HTA)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Hamilton Enhanced Canadian Bank ETF (HCAL)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I am looking at reconfiguring my newly established RRIF into the above equities with the 3 etf’s being 25% each with the remaining 5 stocks being the remaining 25%. What is your opinion of these stocks and portfolio composition? Am I being too cute ? Thanks. Derek.
- Enbridge Inc. (ENB)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Good morning - I have slightly profitable position in both ENB and BEP. I am wondering about reducing ENB and increasing BEP. I like both companies and have a long term horizon. Both pay decent dividends. Your thought please.
- NextEra Energy Inc. (NEE)
- Plug Power Inc. (PLUG)
- SolarEdge Technologies Inc. (SEDG)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- KraneShares Global Carbon Strategy ETF (KRBN)
Q: I recently read on article on the importance of decarbonization many years into the future.
Can you provide some companies you would currently recommend in order to profit from this secular growth theme.
Canadian or US company ideas please. Looking for companies to hold in an RRSP for many many years.
Thanks very much
Can you provide some companies you would currently recommend in order to profit from this secular growth theme.
Canadian or US company ideas please. Looking for companies to hold in an RRSP for many many years.
Thanks very much
- Fortis Inc. (FTS)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi, interested in your opinion on this two companies, for a 5 + year hold. I like the dividends and some growth, but your comment on management ,debt, and growth would be appreciated .
Thanks
Thanks
- Capital Power Corporation (CPX)
- Boralex Inc. Class A Shares (BLX)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: I'm a retired investor with a balanced portfolio looking for a stable total return. I hold the above 3 utilities and am wondering if a switch from BLX to FTS would provide a greater overall return over the next 5 years?
- Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Good morning - I sold an interest in BEPC to generate losses over thirty days ago. My intention was to buy back in as I do like the whole Brookfield family. I still have BEPC plus positions in BIPC and BN. I do like dividends but I have a ten year horizon and am wondering which Brookfield to purchase. Your guidance would be appreciated. Thanks Al
- Algonquin Power & Utilities Corp. (AQN)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Holding AQN in a dividend portfolio and down like many others. Pondering a switch to BEPC and looking for your thoughts on this move based upon prospects for total return over the next 2-3 years. I understand that in these situations looking forward is what matters but must admit I think my bitterness at the fall of AQN might be clouding my rationality a bit.
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Renewable Corporation Class A Subordinate (BEPC)
Q: Hello 5i,
Just a follow up on feb 6 question on bipc. Was it attractive below $40 usd or cad?
What is the actual p/e on it?
Which would you consider better today: bepc or bipc for total returns over next two years?
Tia
Just a follow up on feb 6 question on bipc. Was it attractive below $40 usd or cad?
What is the actual p/e on it?
Which would you consider better today: bepc or bipc for total returns over next two years?
Tia
- Enbridge Inc. (ENB)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: If the only criteria is total expected return, 10 years from now which of these two do you think you’d be happier having bought today and held? Do you feel either one has significantly more risks than the other over that time span?
- Fortis Inc. (FTS)
- Northland Power Inc. (NPI)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: In order, what are your top 4 Canadian utility holdings for growth, moderate risk and dividends >3%? Five-year time frame. Thank you.
- Toronto-Dominion Bank (The) (TD)
- Toronto Dominion Bank (The) (TD)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I had BEPC (3%), BAM(1%) and BN(5%), TD(3%) but just sold my BEPC, with the intent to use the proceeds to bump up BAM. Would I be wiser to bump up my TD or would you expect the profiles and forward looking growth/income to be similar? Non-Registered account.
thanks,
Mark
thanks,
Mark
Q: BEPC has been a favorite of yours for a long time. I bought it more towards the highs a couple years ago when there was so much talk about renewables from the Biden administration and everyone was piling into renewables. Since then this stock has gone down and it was your favorite two years ago at all time highs and now around 20 dollars off its high it is still a top dividend pick. I also averaged down on it based on how favorable you spoke about this company but I have still not broken even. My question is in what environment would you see this stock doing well again? What would be a catalyst for this stock performing well and why is it still a top dividend pick? Does it represent value at this price and could you please comment on the profitability of this company. Thank you!