Investment Q&A

Q: More questions on BEPC
When it launched, it grew rapidly from 07/2020 to 01/2021, then it began a steady decline which seems to have abated in 09/2023. Are there specific reasons that you know of for its 6 month climb and the following 31 month decline? And do you know of the reason(s) for its gradual climb from 09/2023 to today, which looks like the second longest climb since it was launched? I would think there’d be a story but maybe its only known to BAM. I read once in the G&M that one of the downsides of owning Brookfield companies was the complexity of ownership and the difficulty sometimes in understanding the attribution of consequences among the firms.
On 5 Dec/23 you were asked for your top 3 utility pics and replied with FTS, BEPC, H. Would the 3 be the same today and would the order be different?
Many thanks and please serve yourself and the credits -- i don't seem to use them up fast enough !

Q: Hi 5i,
In a RRSP account, is it better to have BEP.UN:CA or BEPC:CA?
Thanks.

Q: Do you think renewables are a good buy currently?

Do you like NPI or do you have another recommendation?

Q: What would your top three utility picks be today for income and some capital appreciation?

Q: I hold both BEPC and BEP.UN. THE BEPC SHARES I HOLD AT A LOSS. I’M WONDERING IF YOU KNOW WHETHER OR NOT I CAN SELL THE SHARES IN BEPC AND BUY BEP.UN WITH The proceeds, and still claim the capital loss on the BEPC shares?

Q: I have held NPI for sometime and am down almost 8%. I know you're not a big fan of the stock currently and prefer BEP, H or FTS. That said, 9 of 9 analysts are rating NPI as a Strong Buy. None of the others are rated as highly. What are you seeing that they do not?

Q: How would you rank these electricity producers for a 5 year hold, probably longer.

Please add what other companies are worth consideration

thank you

Q: I own the above high dividend yield Canadian stocks, just under 4% yield and up. I am looking to add maybe 10 to 20 % to 4 or 5 positions. The yield on these is enough for us now so no hurry to sell anything.
Retired, but still looking at safety of capital. I have left out O&G plays and other potentially riskier plays. (except Enbridge)

Which of these, or other stocks do you believe have the greatest potential for price appreciation over the next couple of years if/when interest rates drop.

I am looking for your top 5, here but feel free to add other picks.

Thank you. Take as many credits as needed.

Q: Peter; Would owning both be like owning two separate companies in separate industries? Thanks.
Rod

Q: I own BEP and BIP. I am tying to understand their relationship to BAM and BN. The BAM website mentions their investments in renewables and infrastructure amongst other investments withut specifically mentioning BEP or BIP. Are these investments a reference to BEP and BIP or do they have additional investments in these areas?. Does BAM manage these investments by managing BEP and BIP while BN owns them? In which case, one can own both BEP and BIP by simply owning BAM or BN. Or are BEP and BIP separate companies that simply pay dividends to BAM or BN based on their percentage of ownership? I'd really appreciate if you could sort this out for me. Thanks.

Q: hi. I see BEPC with a P/E of around 3 on certain websites, and not listed on one other? what do you have for a P/E on it? further, what metrics do you use to value BEPC, and today is it expensive, cheap, or average in regards valuation based on metrics you would use? cheers, Chris

Q: How does the renewable market look today and how does BEPC fit in? Is this considered a 5 year hold with good potential upside? What is a good entry point?

Q: These stocks all have a dividend yield of 5% or greater and have market capitalization greater than 3 billion. When I see BNS with a dividend yield of 7.5% I have to think that the market is near a bottom realizing that the prices can always go lower. Please rate these stocks in two ways: safety of dividend and estimated 5-year total return. Do any of these stocks cause you any concern now or long term? Thanks.

Q: "Green" energy comprises only small part of total energy needs. It stands & falls with government (taxpayer's) subsidies, which are here today and (possibly) gone tomorrow.
Infrastructure needs, on the other hand, will only grow. I'd appreciate your take on this.
Also, would you say that one is "better" than the other on fundamentals?
thanks jerry

Q: I just sold the above stocks to harvest tax losses. I intend to repurchase them in 30 days. How important (or prudent) is it, in your opinion, to purchase proxies for them? What could you recommend if your feel it is useful to do so?

Appreciate your insight.

Paul F.

Q: Hello. I am looking at getting exposure in utilities. Could you please provide me with some ETF's - U.S. or Cdn? or stocks? Please rank them as well.
What is considered a reasonable management fee for ETF's?

Thank you.

Q: If one were to sell Brookfield Renewables (BEPC) taking a capital loss would you be in contravention of the 30 day buyback rule if you immediately purchased Brookfield Corp (BN)?

Thanks for the great service.

Q: As per today, could you provide your best 3 Cdn Utility stocks for the next 5 yrs for total return (stock appreciation + div).

Thanks

Q: Hi, I’m a little overweight in these sectors, and thinking about selling one, and adding XIU or ZCN for diversity and dividend.
Which would you sell ( T or Becp) and which would you add ( XIU or ZCN) for a long term hold. thanks.

Q: We are dividend investors in our late 70’s. We derive most of our income from dividends. Recently we sold about 200,000. Worth of Enbridge and are looking to reinvest. We have short listed some companies above and would like your opinion on them. Also if you have any other suggestions we would welcome your ideas. We are looking for solid companies with a good dividend that also increase their dividends.