Investment Q&A

Q: Don’t you think that NPI, AQN, BEP, BLX downtrend in the last few days is related to the new NEP/NEE very bad outlook in the renewable sector?

Q: Do you have an explanation for the drop in BEP.UN recently?
Thanks,
Debrah

Q: Hello Peter,
The stocks is getting hit quite hard this week. Any major news? Thanks very much

Q: I am considering adding to a number of these Income Generating names. I know you are generally not a fan of averaging down but is there an entry point that you would add to these names in the current market.

Thanks
Tim

Q: Hi 5i
Each of these stocks represent between 2-3 1/2 % of my
portfolio.
Thinking of boosting some up to between 4 1/2 to 5%.
None are at a loss.
Any thoughts of an order to do this?
Thx
Gerry

Q: I currently own full positions in BEP.UN and BIP.UN in a diversified dividend income portfolio. I have considered buying BN as well, but am not sure that increasing my Brookfield concentration is warranted. What are your views?
Thanks.

Q: Interested in a switch to bep.un from npi; your comments please.

Q: Hello i would like to add some Zwu to my TSFA account strictly as income,hovewer i noticed that Zwu isn't part of your income portfolio any reasons? i'm 80.

Thanks.
Dan

Q: In an earlier question, you responded:
BEPC and BEP.UN are economically equivalent. The only difference is BEPC is a Canadian corporation and its dividend gets the full dividend tax credit.

Trying to understand why, as of noon Wednesday, BEPC is down 1.75 while BEP.UN is down only .75. Why are they moving so far out of tandem?

Q: Hi What's up with BEP? It's been hit hard over the past few days. Thanks.

Q: if buying only one, which would you select for growth? It would be in a non registered account.

Q: I am down 32% in BEP.un (TFSA) and am thinking of switching to GSY (is it too late?) or ENB or QSR or PPL. I also own BN and BIP. Any suggestions?
Many thanks.
Connie

Q: Would like to take a new long term position in either BIP or BEP.

Can you provide earnings and revenue estimates for both?

Do you have a preference?

I see that you hold BEP in your income portfolio.

Thanks

Q: I have all these names in different on my accounts. I am looking for the best total return (capital gain and dividend).
I think BN represents the best total return opportunity in the next five year.
Is it wise to consolidate into BN now.
Your opinon please
Raouf

Q: Saw a pundit on BNN last week who was short BN. I can't recall his name ......I don't pay much attention to the shorts but he did say one thing that interested me. He said that 80% of BN's NAV is the property owned by Brookfield Property Partners . Can you confirm that and comment on the significance of that figure if any ?

I'm also thinking or swapping my position in BEP.UN { up 238% in a RRIF } for BN on a " What have you done for me lately ? " basis . Quarterly reports seem to be dependent on the weather ...... I've also noticed that even when they have a bad quarterly report the stock does not get punished which confuses me ...... Anyways would you endorse a switch from BEP.UN to BN ?

Q: Hello 5i Team

I currently hold in my US$ denominated RRSP Brookfield Renewable Partners L.P. (BEP) to avoid complications with taxation of BEP.UN in a taxable account.

I want to proceed with buying Brookfield Renewable Corporation (BEPC) in my taxable account to receive Canadian Eligible Dividends. I would then sell my BEP holdings in the RRSP.

Could you please provide your top 5 ideas in the US market (i.e. NYSE or NASDAQ listed) for electrical utility and or renewable electrical generation to replace the BEP units in my RRSP.

Thank you

Q: With multiple xdivs coming up, what would be your top 10 Canadian dividend picks? Thanks

Q: I have a very positive view on renewables, and these stocks are well down today. I have all three of them.
I'm undecided between adding more BEP.UN, which I like best, and NPI, which is more deeply discounted. Morningstar has NPI at five stars.
John

Q: I'd like to build on Brian's question of July 24th regarding electrification. I have
a small position in Hammond and a couple of full positions in renewable power producers.

If you wanted to build a small sub-portfolio of stocks for the green energy trend, which companies (and how many) would you include? How much of a total portfolio might you allocate in this direction? Would you include a copper producer or consider this part of your materials allocation?

One area that seems to get very little discussion is companies that make systems to control electrical grids, and I think this will need some focus as generation becomes more distributed (e.g. rooftop solar all over the place). Suggestions in this area would be especially welcome if you think there are players worth consideration.

Thanks for your help, and for all the other people who ask public questions. I learn a lot from their queries!

Q: Hello,

I'm hoping you might be able to steer me towards several suitable, longer term, investments.

If you were assembling a portfolio of equity investments today, from which you REQUIRED an overall average yield of at least 4%, with a further need for that yield to either keep pace with or to outpace the rate of inflation in coming years; which 5 Canadian and which 5 USA equities would you select to include within your portfolio?

1) Independent of any consideration of a desire for diversity of sector?

2) If diversity were to be considered to be of importance?

Please deduct as many question credits as you feel may be appropriate.

Thank you!