Investment Q&A

Q: Could you please rate the following stocks and ETFs for total return over the next 5 years:

BAM.A
BEP.UN
CWW
SMH
V
IHI

How about E (excellent), VG (very good), G (good), F (forget it)?!

Thanks.

Q: Hi Peter and 5i,
This is always a misunderstood stock as far as the breakdown of the components of the distribution. For 2021 - $1.37 of the total $1.53 was eligible dividends. There was no ROC.
Post if you think it is informative.



Record date
Payment date
Full Year

Per Unit Distribution US$ 1.21500

Cdn$/Unit

Per Unit Distribution 1.52422

Box 113 Return of Capital

Box 135 Foreign dividend and interest income 0.10316
Box 132 Actual amount of eligible dividends 1.37120
Box 128 Interest from Cdn sources -
Box 030 Total capital gains (losses) 0.09904
Box 210 Carrying charges (0.04452)

Total taxable income and capital gains 1.52888

Thanks for your excellent service and always valuable input.

Q: Hello 5i,

In our registered accounts we have BEP.UN, BEPC, FTS, AQN, BAM.A, BIPC, WSP. All of these stocks performed very well for 2+ years thanks to 5i. We trimmed each of the stocks to 1%-2% positions between August and October when prices were elevated with the intention of repurchasing if they dropped. With rising interest rates and inflation now it may not make sense to repurchase. Would it be viable to:
Retain one of FTS (2% position) or BEP.UN (2%) or sell both?
Sell AQN, BIPC,
Retain BAM.A and WSP, and increase each to 3% or 4% with the proceeds from the sale of the other stocks?
or Any other suggestions?

Thank you

Debbie and Jerry

Q: Hello Peter and team,
In terms of stability, safety of dividends and overall company fundamentals (and thanks to the answer you provided to the Emera question as per Globe and Mail), would it be fair to rank from best to worse as follows: FTS, BEP.UN, H, AQN, and than EMA? Thanks very much.

Q: Hello Peter and team,
Do you think Brookfield renewables is surging (to move away from oil) due to higher oil prices? If oil dips, would you think the stock will get hit? From the various sectors, which one do you think offers the best potential given the current situation? Would the agriculture sector be a good one with cow on tsx. Thanks very much

Q: I want to sell bep.un and bepc in my tfsa and repurchase in my cash account.
Which one should should I purchase. No sense having 2 is there?
Thank you

Q: Can you please tell me how much BAM owns of BIP and
BEP? I hold BAM in my unregistered accounts with the smaller dividend and BEP and BIP in my registered accounts, with the larger dividends. Am I better to focus on BAM only with the huge diversification, or should I also keep invested in BEP and BIP - not sure what to do. Finally, if I hold BAM:US, do I still get the Canadian dividend tax credit or do I need to hold BAM.A:CAN?

Q: 2 Questions related to Canadian stocks paying dividends in USD:
(1) I want more US cash and plan to have Questrade journal over the above CA stocks to the US equivalent in a TFSA. Is there any special considerations here when doing this? Best to do this on a day when the Canadian dollar is stronger?
(2) In a margin account, Questrade journaled over AQN:CA to AQN:US on February 3/22. I have held AQN:CA for more than 1 year and sold all of AQN:US today at a small loss. Will CRA see the later loss as a superficial loss, because the US listed stock was held for less than 30 days? Thanks!

Q: I have a small RESP for my son and was planning on splitting the account with these 6 stocks. Any thoughts and / or suggestions on removing / adding name(s). Buy and forget for 10yr+ and likely adding to the positions every year. My intent is to have a more serious look at the allocation / risk once the amount becomes more meaningful. Thank you!

Q: in my non taxable accounts I have:
U.S. Side
AUDC 5%
NUE 8%
QCOM 23%
ROK 18%
CRM 8%
PHYS 6%
VCR 27%
Canadian Side:
CSU.db 33%
BIP.un 22%
BEP.un 8%
BEPC 2%
KL 28%
My question is, for this account what or how would you change the securities held to be better positioned going forward? Thank you for your assistance.

Q: Please comment on quarter

Q: Hi, Can I get your analysis of this company? It has been on a severe downtrend for the last 2 years and shows some negative momentum. It seems the renewables are trending downwards and yet there is a push worldwide for more renewables. wondering if I should unload my shares to switch into bip and bam. Thanks

Q: Hello,
In the same vein as my question about BCE/T/RCI.B....
I own BIP.UN, BEP.UN and AQN in the same income-generating portfolio, around 16% of the total.
Does owning AQN simply duplicate the same space that BEP.UN does better, or is there some value to owning both?
Thanks again.

Q: Currently own BAM.A and BIP.UN (From Enercare aquisition), I am quite comfortable with the two Brookfield companies combined percentage within portfolio.

After reviewing the sectors allocation, I am high on financial (BAM.A) and low on Energy, I plan to reduce BAM.A position (take profit) and move the proceed to BEP.UN in a registered account?

Goal is to maintain the same percentage of Brookfield companies in portfolio and balance the sectors better especially want to long renewable energy.

Do you agree with this move or have comment, concern, other suggestion ?

Thanks.

Q: Do you prefer BEP or NPI in the renewable space, are they at good entry points. What is your view on NFI and SunRun, again are they at good entry points?

Q: I invested in this a few months ago for a number of reasons. It is a renewable energy investment, 5i gave it an 'A' rating and it pays a good dividend. It is down 18% since purchase.
The current dip in the market presents buying opportunities. Would you recommend adding to my current position of BEP.UN or simply holding what I have?

Q: 30 days ago I sold AQN, BEP.UN, and SJ for tax losses, and replaced them with CPX, BAM and ADN, respectively, thanks in large part to your advice plus some other research I did.
Which of the "replacements" would you shed in favour of a return to the original holdings (as originally planned). I'm thinking CPX out/AQN (or BEP) back in, ADN out/SJ back in, but hold BAM and skip BEP (or AQN). Does that make sense to you?
Portfolio objective is ~ 8-10-year holds (except for harvesting tax losses occasionally) with dividend growth.
What comments would you have on the timing of these transactions in light of the current market turmoil?
Thank you.

Q: This maybe a silly question. I am currently owning BEP.UN in a non-registered account. Can I claim capital loss if I switched to BECP?

Thanks,

Q: Hi 5i Team - I'm quite sure this has been covered more than once in previous questions but could you summarize the differences between BEP.UN and BEPC. Also do you favorite one over the other for an investment in renewable energy and fundamentals in general. Thank you.

Q: the above renewables are all down substantially; are there one or two that are worth buying at this time?
Thanks,