Investment Q&A

Q: Re: Ian's earlier question - I have held both for several years in taxable accounts and have never had any issues getting the tax forms (T5013) on time. Complexity comes from the fact that the Distributions are not "Dividends" but include elements of Foreign Income, Interest, Return of Capital as well as Eligible Divs.....so tax hit is different than a dividend that qualifies for the DTC. This changes each year and and the T5013 lays all this out quite clearly. If you would like to get a breakdown of the elements of each historical distribution - there is also good summary on each of the firms websites. I am a very happy shareholder of both!

Q: I Have BEP.UN, and BPY.UN which have gone sideways for me in the last year, I also have BIP.UN which has done very well.
I am thinking of selling BEP and BPY and buying BAM.A with proceeds. Is this a good switch.
Thank You
Hooray for the ethical 5 I

Q: Would you consider entering this stock at todays price?? Would your rating have changed since your report??

Q: I have both Enbridge and Brookfield Renewable in my portfolio. Would it be advantageous to move to one or the other? It seems that Enbridge is setting itself up quite nicely for long term growth and income and looks to be a real good buy and hold. BEP is no slouch either. Please let me know your analysis, much appreciated, thanks!

Q: would recommend BEP.Un in a RRSP for a long term 10-20 year hold? Are there any tax issues with this stock in this type of account I should be aware of?
Thanks

Q: Hello 5i,
I want to buy two stocks to balance my portfolio which is overweight in Consumer, Financial and Health Care. In my watch list I have the following stocks.
Materials: MX
Industrials: ECI, EIF, KWH.UN
IT: ENGH, SYZ
Telecom: T
Utilities: BEP.UN
Which two stocks (sectors) would you buy at the present time? If (when) there is a correction, which sectors are more likely be on “sale”?
Thanks!

Q: I already own Altagas for dividend growth. Would it make sense to also own BEP.UN or there is too much overlap? Thanks.

Q: Any comments re the addition of a controlling interest in TerraForm Power and outright purchase of Terraform Global? This looks like a good deal to me - adds quite a bit of solar to the mix plus should add even more stability to the dividend.
Thanks,

Rob

Q: Could you help me analyse/dissect Brookfield's investment in Terra Form Power and Terra Form Global. The press release indicates a 1.4 billion $ investment by Bam.a and about 500 M $ commitment by BEP.un . Is the Bep.un portion part of the 1.4 Billion or in addition to it? Do the acquired solar and wind assets become part of the BEP.un portfolio complementing their predominately hydro-electric assets?
BAM.a is one of my largest , longest term holdings and I would like to continue to benefit from their expertise. That said, I would like to focus any additional investment on the renewable energy segment so which entity is likely to benefit most directly from this acquisition - recognizing that Bam is a growth vehicle and Bep largely an income one with some growth?
Thank-you

Q: I would like to add a Brookfield company . Could you tell me which one you prefer. ( BEP.UN , BAM.A , OR BIP.UN).Is there a different Brookfield company that you think is better?

Q: this is just a comment in your response to Earnest on his question about the bep.un and other co.s which pay div in us funds. as far as investorline goes, for your rrsp you do not need a separate us account you can keep your funds in us dollars or cdn or a mix in the one account.if he is using his investorline rrsp all he has to do is phone them and tell them to keep the div in us funds and not to convert to cdn. I did so with no problem and moved my other rrsp acct from td to bmo for this very reason, so much easier to keep track of everything in one account and you can convert currency very easily on your own whenever you want.

Q: Hi Guys,

Please rank these in order for selling.

thanks,

Jim

Q: Hi Team

Certain companies such as BEP, AQN pay dividends in 'US" dollars. What is the significance to me?

Is there a foreign holding tax on the dividend ? (like for an american equity)


does my taxation change, is there an advantage to holding it an RRSP versus non registered account.

I am with BMO investorline and I think they pay it out converted back to canadian dollars, is that the financial industry way or is it possible to keep it in us dollars ?

thank you

Ernie

Q: I read your review of 2/23/17 which explains the financial fundamentals; ergo, would you consider this a good, safe, long-term buy & hold? I am thinking of buying for my wife's account. She currently holds FTS in one of her accounts. This would, by comparison, be a small holding vs the size of her total portfolios.

Q: Do you foresee that BEP, VNR, AQN or RNW would be impacted by a US BAT tax? Thanks.

Q: So I am looking at the numbers and BEP.UN seems to have flat to declining revenue and declining FFO/share the last 3 years.
What is it you like about this stock? The growth recently seems pretty flat at best. Am I missing something?

Q: I am retired and use the revenue from my RRIF to fund my retirement. I am overweight in financials and energy.I need to add to utilities as I only have 1 stock KWH.UN. I am considering FTS, AQN and BEP.UN. Would like to add 2 from this list. Appreciate your thoughts.

W

Q: Of all of the Brookfiekd companies, which one would you say had the best growth potential over the next five to seven years, regardless of yield and risk, thanks?

Q: Your response to a recent question asking which of these companies to add to:
"BIP has grown the dividend by 16% and BEP has grown the dividend by 35.5%. We would use history as the guide here and side with BEP.UN."
Consider over the past year BEP.UN share price increased by 7.5% whereas BIP.UN increased by 36.5%. Over 5 years BEP.UN gained 46% but BIP.UN gained 132%. In my history book BIP.UN wins hands down notwithstanding the difference in dividend increase last year.

Steve

Q: BIP.UN and BEP.UN both released their Q4 results in the last two days and both raised their payouts. I currently hold both stocks. If I'm to increase my investment in only one of them, which one would you prefer in terms of longer term growth and further payout increases down the road? Thanks for your insight.