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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: These large cap dividend stocks have declined significantly. Would you consider them on sale now to add or purchase at these time? Eventually these stocks should recover perhaps even without cutting theirs dividends.
Thanks for your input on this matter.
Read Answer Asked by Miroslaw on October 04, 2023
Q: In a world where indebted dividend-payers are being stressed by higher rates, how would you rank the following Canadian companies in terms of the sustainability of their dividend?

RY, TD, BMO, BNS, SRU.UN, FCR.UN, BCE, Telus, FTS, EMA, BEP.UN, BIP.UN, ALA, ENB, TRP, PPL, GEI
Read Answer Asked by Brian on October 03, 2023
Q: In a year BEP.UN down 32.22 % , FTS down
3 .65 %. Why the difference; BEP.UN initially overpriced FTS “ underpriced “, green stocks way out of favour, etc? I own a fair amount of BEP.UN and do want to sell but if there is something fundamentally wrong with this company I don’t want to hold on until it’s a penny stock or something like AQN happens. I imagine Flatt and others are wringing their hands and hope they do something to improve the share price.
Thanks. Derek
Read Answer Asked by Derek on October 02, 2023
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
Read Answer Asked by Timothy on September 20, 2023
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
Read Answer Asked by Gerry on September 18, 2023
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.

Read Answer Asked by richard on September 14, 2023
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
Read Answer Asked by DANIEL on September 12, 2023
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?
Read Answer Asked on September 07, 2023
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
Read Answer Asked by Raoul on August 28, 2023
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 ?
Read Answer Asked by Garth on August 21, 2023
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

Read Answer Asked by Stephen on August 17, 2023
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