Q: Hello! I often see BAM.A mentioned as being the more growth-oriented stock versus BEP.UN being the more income-oriented stock. Historically, this has been the case. However, last year, BEP.UN showed more growth than BAM.A. With the growing interest in renewable energy (both from a media coverage perspective and also, I think, from actual industry development/momentum), do you feel BEP.UN's outperformance against BAM.A last year is a trend to continue into the future?
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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: If you were to add fresh money today, would you pick BEP.UN or AQN? This is for long term hold in my RRSP
- Toronto-Dominion Bank (The) (TD)
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Alimentation Couche-Tard Inc. (ATD)
Q: Hi,
I have the above stocks in my wife's account and I'm looking to diversify further. Ultimately, I'm looking to build my own ETF through individual stocks. What else would you add here to fully diversify?
Thanks
Robert
I have the above stocks in my wife's account and I'm looking to diversify further. Ultimately, I'm looking to build my own ETF through individual stocks. What else would you add here to fully diversify?
Thanks
Robert
Q: Please comment on BEP.UN's offer to acquire TerraForm. Is this a good purchase for them from both a price and business perspective? What impact will it have going forward?
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
Q: What are your top “Green” stocks for 2020 and what would be your top REIT stocks as well?
Thanks
Thanks
Q: Greetings,
I've held WSP for quite a long time and done very well with it. However, it is in my RRIF and I'm looking to go a bit more conservative. Seems like a swap to BEB.UN might make sense. What do you think?
I've held WSP for quite a long time and done very well with it. However, it is in my RRIF and I'm looking to go a bit more conservative. Seems like a swap to BEB.UN might make sense. What do you think?
Q: According to todays news release, the acquisition of Terraform is accretive to both companies. In addition, BEP announced a 5% distibrution increase. So why is the stock price down about 5% today? Is it a good buying opportunity?
Q: BEP Website says: "... investment objective is to deliver long-term annualized total returns of 12%-15%, including annual distribution increases of 5-9% from … ".
In 5i's opinion, are those numbers reasonable and achievable?
Happy New Year from the wet coast:
IslandJohn
In 5i's opinion, are those numbers reasonable and achievable?
Happy New Year from the wet coast:
IslandJohn
- Brookfield Renewable Partners L.P. (BEP.UN)
- Brookfield Property Partners L.P. (BPY.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Brookfield Business Partners L.P. (BBU.UN)
Q: Hello 5i Team,
I currently hold throughout my accounts BAM.A, BBU.UN and BPY.UN. I like what recent investments made with BIP.UN. Would you consider a switch of one of my existing holdings and/or am I over exposed to Brookfield as whole?
I have a Long term Time Horizon.
Thank you
I currently hold throughout my accounts BAM.A, BBU.UN and BPY.UN. I like what recent investments made with BIP.UN. Would you consider a switch of one of my existing holdings and/or am I over exposed to Brookfield as whole?
I have a Long term Time Horizon.
Thank you
- Enbridge Inc. (ENB)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
Q: Do you think there would be too much correlation investing in these three company's, or could they be different enough to buy all three, thanks?
Q: Hi Team
I’m looking 2-3 name in the green space. Is there any company that you have a high opinion of.
I’m looking 2-3 name in the green space. Is there any company that you have a high opinion of.
Q: My wife and I have a plan to invest a total of 50 000 dollars in 5 Canadian companies beginning January 1 and cashing out Dec.31st. So we want to generate as much income as we can over that one year period and use the potential profits to take a decent holiday. What 5 stocks would you suggest? Perhaps recommend one additional for us to consider and research. Thanks
Q: I hold both of these companies and need to take some profits and redistribute to other holdings. From previous questions I understand a date for the spin offs has not been announced. I do not want to sell now and lose out on the benefits of the spinoffs.
Would the current share price reflect the value of these spinoffs and then drop a corresponding amount when it hits the effective ex-div date similar to regular dividend payments?
I also plan on rebuying the spin off version of bip.un in my taxable acct (both currently in RRSP) based on my understanding that the full dividend would then be eligible for the dividend tax credit. Is this correct?
Thanks.
Would the current share price reflect the value of these spinoffs and then drop a corresponding amount when it hits the effective ex-div date similar to regular dividend payments?
I also plan on rebuying the spin off version of bip.un in my taxable acct (both currently in RRSP) based on my understanding that the full dividend would then be eligible for the dividend tax credit. Is this correct?
Thanks.
Q: Hi 5i Team,
Would you please shed some lights on BEP.UN's (-3.6%) and BAM.A's (-1.7%) drop in share price on Thursday December 12.
Cheers,
Would you please shed some lights on BEP.UN's (-3.6%) and BAM.A's (-1.7%) drop in share price on Thursday December 12.
Cheers,
Q: could you tell me when the shares of the new company will be given out to existing share holders
Q: I hold BEP.UN in both my RRSP and non-registered accounts. It's having a good run and is now roughly 7.5% of my portfolio. I'm starting to think about lightening up to 5% on it even though it shows no sign of slowing down yet. The 2.5% i would sell would eliminate the holding in the RRSP to no tax consequences.
Deciding to sell a stock is always a struggle for me. Which of these options would you recommend:
Use a trailing stop loss (for the 2.5%) to protect against a hard reversal in SP and just let it ride?
or
Use near the money, 1 or 2 month covered calls on the 2.5%?
or
Sell the 2.5%.
or
Just continue to hold the 7.5%
Your advice is always appreciated.
Peter
Deciding to sell a stock is always a struggle for me. Which of these options would you recommend:
Use a trailing stop loss (for the 2.5%) to protect against a hard reversal in SP and just let it ride?
or
Use near the money, 1 or 2 month covered calls on the 2.5%?
or
Sell the 2.5%.
or
Just continue to hold the 7.5%
Your advice is always appreciated.
Peter
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
Q: I have small positions in the above,except for npi. I am considering selling some of bep.un,which is up close to 80% and purchasing some npi. I also have bam.a and bip.un. In my portfolios. Would you please comment on this proposed adjustment and your rationale? If yes,would you wait for a pullback in bep.un. Thank you.
Q: Thanks for your many comments on the securities cited. Currently I hold small positions in both in my TFSA and with the New Year fast approaching, I wonder if I would be best served if I transferred both to my taxable account and increased my contribution room in the TFSA for 2020 and expanded my holdings in the TFSA with other securities next year. Your insights and opinion would be appreciated as always. thanks, Bill
Q: In a state of confusion regarding these holdings...the spinouts? and the future outcome. Would like to hold forever (like the dividend)........What should I do? Positions. BIP.UN, 3.6% of portfolio, value now $280k..with gain of +74k. BEP.UN, 2.8% of portfolio, valued at $215k with gain of +86K
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Boralex Inc. Class A Shares (BLX)
Q: Do you have any stock suggestions for "green" companies, ideally that pay a dividend. (ie such as Northland Power)