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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: I am looking to buy a renewable with a decent dividend for a non-registered account. Please let me know you rationale. Of these 3 , which one would you recommend? I understand that this sector has come down recently. Which one has the best upside in terms of valuation? If there are others that you would recommend please let me know.
Thanks
Read Answer Asked by Mary on June 24, 2021
Q: In a TFSA, which of these two would you buy today? I know you have answered this question in the past - and that you’ve said to focus on yield, but doesn’t BEPC deserve some type of premium even in a registered account?
Read Answer Asked by Mike on June 21, 2021
Q: I like the website changes, well done.
I'm starting to think about tax loss harvesting. I have losses of 15% & 20% respectively in AQN & BEP.UN (only held since early 2021).
Would you consider this short holding period too short for meaningful tax loss harvesting (i.e. being too focused on short-term movements)?
I intend to add these two (or similar) back after the 30-day period, they are part of my longer-term plan.
Can you suggest one or two replacements for the interim (or longer?). Portfolio is appropriately diversified and already includes FTS. H? EMA? BLX?
Thanks.
Read Answer Asked by Lotar on June 18, 2021
Q: Are there any catalyst, or catalysts, in insight to lift the renewable energy stocks out of their 2021 humdrum? Names in this sector are all down YTD from BEPC's highest of 33% to RWN's lowest of 7% - with no exception. Would you recommend a name in this group that would have the likeliest chance for a quick rebound / turnaround? Thanks.
Read Answer Asked by Victor on June 18, 2021
Q: I know you typically don't like averaging down. I'm underwater on the following names. Would you be comfortable adding to them and if so which order would you prioritize new money be allocated. 10+ year timeframe.

BEP.UN (down 22%)
KXS (down 21%)
TTD (down 36%)
U (down 41%)
XBC (down 54)

I assume you would advise a few more quarters with XBC before adding?

Thank you,

Stefan


Read Answer Asked by Stefan on June 09, 2021
Q: Have had BEP.UN for a couple of years and did sell off some for a profit however I am now down 23% on 400 shares and wondering your thoughts on if I should close my eyes and sell or hang onto it. I am 71 and like growth stocks as I seem to make more money that way but without ridiculous risk. Can you suggest anything if I do sell.
Read Answer Asked by Bonnie on June 08, 2021
Q: a) Could you please clarify the advantage of owning bep.un vs bepc.
b) Would you recommend adding either to my current holding of aqn/npi/blx?
c) Please list in order of preference
d) Do you think all four would give greater diversity, or would you prefer owning only 2 or 3 of theses companies and if so which ones!
Ed in Montreal
Read Answer Asked by ed on June 02, 2021
Q: Now that Brookfield Renewable has come down so much, how does the valuation compare to Brookfield Infrastructure?
Read Answer Asked by Michael on June 01, 2021
Q: Which of these stocks/etfs would you predict to have the best near term upside?
Read Answer Asked by Timothy on May 25, 2021
Q: Dear 5i,
I originally bought this for around $49; then the company adjusted when the split for BEPC occurred. Some time later, I thought it ok to sell them at around $70. How do I figure out if a re-entry point for BEP.UN is good today at around $45, given that if I look at my brokerage graph the historical value of what I paid at $49 then, appears as around $25 now ie the graph has changed because of the split?
If it is tough to calculate/compare history, could you advise if today is a good price - thinking this time I should hold them a longer 7+ years.
Thank you for helping me,
Hilary
Read Answer Asked by Hilary on May 10, 2021
Q: Could you please recommend your preference b/w these two? (Buy and hold for 5-10 year timeframe).
Also, if I wanted to increase my USD exposure, could I not purchase either one of these inside a US TFSA without paying any withholding tax on the dividend? Both pay a USD dividend I believe.
Thanks,
Read Answer Asked by Tom on May 06, 2021
Q: Hello 5i team,
You mentioned in a previous response that you would not expect BEP to have the same high returns as in previous years. Can you briefly elaborate more on this?

Since BEP is in a dip, I wanted to purchase the US equivalent shares. Are you still comfortable with this company (you give it an A rating)?

Thank You,
Andrew
Read Answer Asked by Andrew on May 05, 2021
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