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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: In a recent question highlighting the large premium given to BEPC vs BEP.UN, you responded that the stocks are “economically equivalent”. If that’s the case is it reasonable to expect the prices to align more closely with time? I hold BEPC in a non-registered account. Tax considerations aside, would it make sense to sell BEPC from my non-registered account and buy back BEP.UN in a registered account to take advantage of the current large discount?
Read Answer Asked by Steven on November 13, 2025
Q: BEPC is trading at a 42% premium to BEP.UN. I understand the tax implications and ownership of LPs vs Corps, however, what is the real value/share of Brookfield Renewable? Is BEP.UN undervalued and/or BEPC overvalued? As a retail investor, irrespective of tax considerations, which of the two should I consider buying? Thank you.
Read Answer Asked by Alan on November 11, 2025
Q: I want to start drawing some yield income from my TFSA.
What would be your top 5 etf or stocks?Good yield,Low to Moderate risk.
Thankyou
Read Answer Asked by Steve on November 04, 2025
Q: Hi, looking to trim one of these holdings too many, could you please rank these companies from least liked to best . Risk and Sector not an issue. Keeping the remaining for long term.
Thanks
Read Answer Asked by Brad on October 30, 2025
Q: How can one explain the huge discrepency between those 2 stocks while it's the same company? One can argue that there is a tax efficiency by investing in BEPC but certainly not by this much. Is there a possibility that the difference might shring over time ? What am I missing?

Yves
Read Answer Asked by Yves on October 29, 2025
Q: Could you please rate the Canadian stocks below for total return over the next 5 years.

Perhaps these ratings would work (or other ratings you think are better) ...
F for fair
A for average
G for good
VG for very good
E for excellent

The stocks are:

BAM
BEP.UN
BIP.UN
EMA
FTS
NA
POW
RY
SLF
TD

Thanks.
Read Answer Asked by Doug on October 28, 2025
Q: Any Canadian companies paying a decent dividend, that in you opinion, are undervalued these days? Any sector.

Thanks
Read Answer Asked by alex on October 17, 2025
Q: Apologies for asking something I’m pretty sure has been asked before in various ways; which version of Brookfield Renewables would you place in a TFSA and very briefly why? Thanks,
Read Answer Asked by Stephen R. on October 17, 2025
Q: Do you think that BEPC is getting a bit ahead of itself now near $50? Comments on BEP.UN have advised to use Fwd FFO to evaluate. I can’t find an estimate for Fwd FFO, but the last reported full-year FFO I found was $1.83 - bump this by 10% with a $50 unit price implies a 25x Fwd FFO, which I believe is about twice as expensive as a recent BEP.UN valuation.
Read Answer Asked by Paul on October 06, 2025
Q: Hello 5i,

I wanted to ask you about Renewables as i have nothing in that segment. Is there 1 particular renewable company you like/prefer (BEP-UN-T?) over others or would you suggest the better option would be a renewable ETF?

Always appreciate your assistance and insight.

Ralph
Read Answer Asked by ralph on October 02, 2025
Q: You just published an excellent article by Michael Huynh on Canadian Companies that issue monthly dividends under certain criteria. Is there any chance you have the same criteria used on Canadian companies that issue quarterly dividends with the same criteria. With staggered investments I don't need to be that focused on monthly issuers.
Read Answer Asked by Graham on September 22, 2025
Q: Hello Team,

I'm about 5-6 years away from retirement and have starting to move some of my growth portfolio into dividend paying stocks. Currently I have 25 different holdings in my account (mostly your growth portfolio mixed with a few of your favourite US names). I have 11% of my portfolio in 3 dividend stocks, T, CJ and BEP.un. Would you be okay holding these 3 or do you suggest having more (or less) individual stock holdings for dividends. My goal is to average at least 6% yield. Thoughts?
Read Answer Asked by Kevin on September 19, 2025
Q: I've held these for several years, except for BEP.UN which is little over a year, I've accumulated dividends in LRSP, RRSP and TFSA, and want to add to these and keep over long term, wondering if you would be comfortable doing so generally speaking.
Read Answer Asked by Don on September 15, 2025
Q: Hi,
Could you illustrate to us all what type of companies/stocks and/or sectors historically have performed the best ( or least worst ) over periods of recession/depression/stagflation and war times? And further, can you provide your top 5-10 CDN stocks that you think would do best in these situations, with at least half of them dividend payers please, if possible. Potential ETF and options strategies would be appreciated as well. Take as many points as you see fit.
cheers and thanks, Chris
Read Answer Asked by chris on September 11, 2025
Q: Hi 5i
I am bargain hunting so looking at Brookfield Renewable. I charted BEPC and BEP-UN and am puzzled by the significant outperformance of BEPC over 1-5 years. I don't think the div treatment should make that much of a difference. BEPC is 9% off 52 week high, BEP-UN 15% off. Your thoughts? And if I decide to buy, am I wrong to think BEP-UN could have more gain potential?
Thanks, Greg
Read Answer Asked by Greg on September 11, 2025
Q: I note that this company appears to have stalled, do you have confidence in it returning to past valuations and more? Would proposed rate cuts not help? Is this company a good investment for the foreseeable future?
Read Answer Asked by Stephen on September 02, 2025
Q: how do you expect BIP to perform, now that we have more clarity (maybe) on tariffs ?
Both div at this level and share price not drifting any lower

I want to build a position in it as a "retirement" stock.
I have BIP.UN and BEP.UN at 3% each.

What are your fav options in this category currently?

Regards,
JR
Read Answer Asked by JR on August 05, 2025
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