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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: Hi 5I
I was just reading an article regarding how Kinder Morgan may be overstating their cash flow, and hence their stock could be overvalued due to not allocating enough money to maintenance on their pipes, which got me wondering about companies like Brookfield Renewable Energy and how their costs could skyrocket from natural weather disasters.
Thanks Gord
Read Answer Asked by Gordon on September 19, 2013
Q: My question is on Limited Partnerships. I only one one and I am interested in taking a postilion in another. The one I own is Suburban Propane Partners LP SPH. It pays a good dividend but I am taxed a non resident 35% withholding tax on it. Does all US traded LPs charged that withholding tax on dividends for Canadian residents? I would like to take a position in BEP.UN and is wondering if there will be a withholding tax on the dividend since it is a Limited partnership? I am assuming any LPs on the TSE will not have a withholding tax for Canadians. Can you confirm or correct me?
Read Answer Asked by Jimmy on September 17, 2013
Q: Hi 5i,

With regards to BEP.UN, it seems to be a good buying opportunity with the recent pullback. I'm wondering though, on their balance sheet they have $933 mil in current liabilities and $682 mil in current assets, giving them a current ratio below 1. Does this concern you at all? Why or why not? Thanks!
Read Answer Asked by Adam on August 23, 2013
Q: This is further to one of your recent answers regarding BEP.UN. I was wondering if you could describe at a high level the "significant, fairly unique charges" against earnings that you referenced, and that BEP.UN experiences as a result of being a limited partnership. From the recent financials, there do not appear to be any extraordinary, one-time items - so I am assuming that these unique charges are ongoing and a routine part of the business. I do find the financials for BEP.UN to be more difficult to understand than others.
Read Answer Asked by Tom on August 19, 2013
Q: hi,
brookfield renewable has dropped nearly 20% from their recent highs, on the back of good earnings, and no major missteps as far as i can tell. i notice that the PE ratio is in the 70's?? that seems very high for this type of company, no? could this not trade around 20-50 PE?? and therefore some sigificant further drop???
thanks for your thoughts.
chris
Read Answer Asked by chris on August 19, 2013
Q: Peter, would you please explain the differnce to me between Brookfield Infrastucture and Brookfield renewable power. I have 3% of my portfolio now in Brookfield renewable. Should I be putting some new monies into Brookfield Infrastucture or stick with your high rating of Brookfield renewable? Your insight is really appreciated Peter, Thank You, Ken
Read Answer Asked by Ken on July 19, 2013
Q: 1. In your Model Portfolio, several companies have a NR (no rating). I wonder if you can explain that. I imagine that there may be several reasons, some more important than others.
2. I have followed Brookfield for a long time as I used to know an executive at Brascan many years ago. I would appreciate it if you could comment on the different stocks under that name.
Gary
Read Answer Asked by Gary on June 19, 2013
Q: Hi Peter, my question is about BEP.UN which is rated "A". When one looks at BEP.UN stock quote on the Web (see link below),one sees: EPS -0.38; Forward P/E 105.90. Is there something I do not understand? May be these numbers are wrong? Thanks, Gervais

http://www.theglobeandmail.com/globe-investor/markets/stocks/summary/?q=BEP.UN-T
Read Answer Asked by Gervais on April 28, 2013
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