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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: Two related questions. I'm overweight in utilities and want to shift some of the funds invested here to one or two Canadian consumer cyclical stocks.
1) Which would you sell: BEP, NPI or AQN? Or would you sell some of each?
2) Which 2-3 Canadian cyclicals would you recommend with yields >1.3% that are likely to grow at least 20% in the next 12-18 months?
Thank you.
Read Answer Asked by Maureen on May 04, 2021
Q: I own BEP.UN and BEPC and they have been free falling since 1/01/2021, down about 15%. The entire renewable energy sector are down a lot too, e.g. INE is down 25% YTD. I know this sector's been up quite a bit last year, but why the collapse this year? Is it just sector rotation, or there are other reasons? Thanks.
Read Answer Asked by Victor on May 04, 2021
Q: Any reason why the renewable stocks are so weak in 2021?
For example, BEP.UN dropped almost 14% since 1/01/2021, and most other renewable stocks are similarly depressed YTD. I know this sector was up substantially in 2020. What changed? Market sentiments, or due to some more tangible reasons? Thanks.
Read Answer Asked by Victor on April 29, 2021
Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?
Read Answer Asked by Stefan on April 29, 2021
Q: Can you suggest an US Equal Weight trading on TSX or on US Exchange? BEP.UN or BEPC for non-registered account? Thank you
Read Answer Asked by Shiraz on April 26, 2021
Q: I have a considerable position in AQN and a small position in BEP.UN. In examing the one-year performance of the three companies I calculate that AQN's stock price is flat, BEP.UN is up about 40% and NPI is up about 45%. Would you recommend selling the laggard, AQN, and investing the proceeds into one or both of NPI and BEP.UN. Also is there a company in this sector that you would prefer over these three?
With appreciation,
Ed
Read Answer Asked by Ed on April 21, 2021
Q: I am thinking of trimming a bit from BEP(up 300% with ROC) and adding to my positions of DIR.UN and DIV. I am retired and looking to increase my monthly dividend payout companies. Currently BEP is around 4% of portfolio, DIV is 4% and DIR is 2.3%. Is this a sound move or do you think there is a better option with another monthly dividend payout company.
Read Answer Asked by Kevin on April 12, 2021
Q: My question is regarding value metrics for CPX. I compared EV/Revenue for the above utilities and CPX is lowest at 4.66, followed by FTS at 5.96. FTS has the lowest P/B at 1.49; CPX is the next best at 2.00. As an income/value investor, is CPX a value diamond in the rough? I know it keeps missing estimates, but I would get a yield of about 5.5% while waiting for financial results to improve. Your comments very much appreciated.
Thanks!
Read Answer Asked by Grant on April 07, 2021
Q: Could you please provide your recommendation from a utility/energy investment standpoint. I have mentioned 3 possibilities here. Trying to gain insight around management effectiveness, leverage etc. For instance, FTS seems to have superior mgmt effectiveness from an ROE, and leverage standpoint, so is that considered superior or depends on investment objective as one is growth vs income oriented. In the end, looking for alternatives as I already own these, and Brookfield has performed very well so now over weighted. Thanks
Read Answer Asked by Steven on April 06, 2021
Q: I am holding BEPC and BIPC in my non-registered account and BEP.UN and BIP.UN in my RRSP. A friend told me that there may be tax implications when holding LPs in and RRSP - is this true?
Thanks for your comments!
Read Answer Asked by Grant on April 05, 2021
Q: As a retiree, I invest in mostly growth stocks with little or no dividends in my non-registered accounts so as to manage my net income to avoid government clawbacks and high tax brackets. In doing my research, how can I find out how distributions and dividends being paid by a company will be taxed in the hands of shareholders? Do dividends from specific classes of purchased stocks taxed differently?
More specifically, how are the distributions from BAM.A and BEP.UN treated, and are any of these or other Brookfield stocks considered return of capital?
Any recommended reading in this area?
Thanks for your ongoing sound support.
Read Answer Asked by Alvin on April 01, 2021
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