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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: 9:51 AM 1/20/2024
Does the US newly instituted tax rule on limited partnerships doing any business in the US now apply to BEP.UN, BIP.UN. BEPC, BIPC?
I have owned these for many years and all have very large capital gains in cash accounts so I am reluctant to sell them due to the crippling 10% 'disposition' tax on top of the big capital gain were I to sell. It seems I am caught in a tax trap! I would appreciate any advice on which ones are vulnerable to the tax and what to do.
Regards............ Paul W. K.
Read Answer Asked by Paul on January 22, 2024
Q: If one needed to raise some cash and had a choice between the 3 choices listed (WSP, BEP.UN, GLD); what should one consider?

In what order would you sell and why? Does one have more positive / negative outlooks vs the other?

Thanks as always for your help!

Cathy
Read Answer Asked by Peter on January 15, 2024
Q: Would you be able to provide me with a list of 3 CDN and 3 US stocks that you expect to have a significantly better overall return in the next 12-36 months than BEP and a brief comment on each as to why?

Please deduct as many credits as required,

Thanks,

Terry
Read Answer Asked by Terry on January 15, 2024
Q: In your opinion, is it worth holding on to AQN for the potential benefits of it's renewable business sale/split (and whatever other news follows), or sell now and invest in to companies with more proven management and stability e.g. I'd be putting the proceeds mainly in to BNS and TD.
Read Answer Asked by Jeff on January 08, 2024
Q: Thinkinf of swaping out Sunlife now in a hopefully falling rate environment for a stock with more overall growth potential, but still a dividend over 4%. Please provide a few names for a dividend focused retirement portfolio that also bring strong overall return potential. Or, thoughts on whether Sun Life is still a stock to own in this situation.
Read Answer Asked by Gerry on January 03, 2024
Q: Hi 5i,
Happy New Year!
Of the 5 Green Utility stocks listed, could you please list them in order of preference (best to worst) with a short explanation of 1) why and 2) the pros and cons for each stock at this time?

Thank you.
Read Answer Asked by Brian on January 03, 2024
Q: I am currently in the negative on T, AMZN, TTD, TCN, NVEI, CPRX, ATZ, ENGH, LSPD, ABNB, WELL, BEP.UN, ROKU, ILMN, SE, PINS, and ZM. I have a 10+ year outlook, however would like to know based on the company and growth potential, what would you Sell or Hold? And if a Hold, please advise your perspective. Thanks!!
Read Answer Asked by Andrew on January 01, 2024
Q: I held AQN in two separate accounts for over a year, I sold AQN in the account that had the largest position (80%) and I've hung on to AQN in the other account.

I thought of replacing AQN with NPI to maintain my sector exposure, I've yet to make that purchase.....why???? I've been side tracked with the idea of buying BEP.... Can you folks please wade in, would appreciate some of your thoughts and rationale.

Happy Holidays to the staff and readers
Read Answer Asked by jeff on December 20, 2023
Q: I'm hoping to take profit from ATD and maybe CSU. My weight in CSU is out of hand but I find it hard to sell that juggernaut. I also have TOI and LMN. I'm happy with my weighting of TOI and i plan to add a small weighting in LMN. I'm underweight in the following: SIS, PBH, SHOP, TD, BEP.UN, ENB, T, SLF, AW.UN. How would you rank these names going forward? Would you recommend swapping any of these for better opportunities that 5i covers or are in the balanced portfolio?
Read Answer Asked by Matthew on December 08, 2023
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?
Read Answer Asked by Donald on December 01, 2023
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