Q: Pays a high dividend.Would this stock also be a suitable purchase for long term capital appreciation on the stock price in addition to the dividend play ?
Thank you
Thank you
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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.
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Enbridge Inc. (ENB)
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Inter Pipeline Ltd. (IPL)
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TransAlta Renewables Inc. (RNW)
Q: Hi, 5i.
For pure utilities, I have BEP (2.0%) and RNW (1.5%). I also have ENB (2.0%) and IPL (1.0%) if you consider those utilities.
I'm looking to increase my utilities allocation and wondering if I should add to what I have or take a position in Fortis (or another name you recommend).
Thank you,
Robert
For pure utilities, I have BEP (2.0%) and RNW (1.5%). I also have ENB (2.0%) and IPL (1.0%) if you consider those utilities.
I'm looking to increase my utilities allocation and wondering if I should add to what I have or take a position in Fortis (or another name you recommend).
Thank you,
Robert
Q: I am choosing among FTS, AQN & BEP.UN? Are they basically in the same business? Among these three stocks, which one offers a better value and has the most potential in the future? thanks.
Q: GM,could u give me ur opinion of Ala versus Bep.un for aTFSA acc?
Tks
PS: Great service.
Tks
PS: Great service.
Q: Peter and team,
Is BEP.UN the "best" way to play our lovely politicians' relentless drive toward renewable energy? It seems the way that public policy and public opinion is going, people are going to move toward renewable power regardless of economics. Would BEP.UN continue to observe significant growth from this?
I am very scared to invest in any solar manufacturers or battery producers because they all seem so risky.
Thoughts?
Is BEP.UN the "best" way to play our lovely politicians' relentless drive toward renewable energy? It seems the way that public policy and public opinion is going, people are going to move toward renewable power regardless of economics. Would BEP.UN continue to observe significant growth from this?
I am very scared to invest in any solar manufacturers or battery producers because they all seem so risky.
Thoughts?
Q: Hello Peter & team, thank you for the improvements to your website. I really like to see the full company names rather than just the symbols. What would be the better choice between BIP.un or BEP.un for my RRSP? I am looking for safety and income. Regards, Gervais
Q: I have done pretty well with BEP.UN but am wondering how sustainable it is at this price. With a yield of 5.96% and according to my BMO Investorline a P/E ratio of 3929. Has it just been rising on the strength of 'Renewable Energy' in its name? Thks for yr valuable insight as always.
Q: BEP.UN has very thinly traded options,(like most other CDN options). Is it worth the effort to try and add portfolio value by selling calls against my position, or selling puts if I want to increase my position? Thanks for your response....Jim
Q: Followup to recent Q. on BEP.UN. Distributions can be taken in US or C$, default is US, so if held in a C$ account broker will convert at their exchange rate. To receive in C$ you must instruct broker you want this option, I estimate it's worth at least 1% of the distributions received, not much, but better in my pocket than broker's.
Details at bottom of page here:
https://www.brookfieldrenewable.com/content/investor_relations/distributions-30413.html
Details at bottom of page here:
https://www.brookfieldrenewable.com/content/investor_relations/distributions-30413.html
Q: Hello Peter
The Negative comment yesterday on BEP.UN was from Ross Healy who rated it as "Don't Buy", and said [quoted from Stockchase.com]:
"This one is a difficult call to make. The fair market value is at or below where it is trading. The balance sheet strength is not what he would like to see. He would not be drawn to this one and he would not recommend it. It does not have the supportive earnings he would like to see."
Your comments appreciated as I hold a large position in it and have been quite pleased with the performance and income
Thanks....... Paul K
The Negative comment yesterday on BEP.UN was from Ross Healy who rated it as "Don't Buy", and said [quoted from Stockchase.com]:
"This one is a difficult call to make. The fair market value is at or below where it is trading. The balance sheet strength is not what he would like to see. He would not be drawn to this one and he would not recommend it. It does not have the supportive earnings he would like to see."
Your comments appreciated as I hold a large position in it and have been quite pleased with the performance and income
Thanks....... Paul K
Q: I have heard some mildly negative comments about one of my holdings, BEP.UN, recently. Is there an alternative that you would recommend in this sector?
With appreciation.
With appreciation.
Q: Hello,could you please explain the amplitude of the 125 high P.E on BEP.UN this is the case in few of your picks.
Thank You
Dan
Thank You
Dan
Q: I asked this question in the blog but probably should be here.
My broker told me that BEP.UN was a bad investment because the $2.25 payout far exceeded the $1.11 earnings? When I go online to check this out I get conflicting numbers, so not sure who to believe. Can you clarify as to the integrity of BEP.UN
Thankyou....Jim
My broker told me that BEP.UN was a bad investment because the $2.25 payout far exceeded the $1.11 earnings? When I go online to check this out I get conflicting numbers, so not sure who to believe. Can you clarify as to the integrity of BEP.UN
Thankyou....Jim
Q: Brookfield Renewable Announces Final Results of Exchange Offer and Intention to Take Up Class A Preference Shares, Series 5 of Brookfield Renewable Power Preferred Equity Inc.
Would you be a buyer of this stock in the current environment with a possible 2 year hold. (How does the above affect a current shareholder? Thank you.
Would you be a buyer of this stock in the current environment with a possible 2 year hold. (How does the above affect a current shareholder? Thank you.
Q: For the A,B, or C company ratings in your reports, what factors are used to determine them ? e.g. A for Brookfield, C for Extendicare ?
Thanks.
Dan.
Thanks.
Dan.
Q: I'm constructing an income portfolio and I'm looking for long term stability.
With Brookfield Renewable Energy, part of their dividend is comprised for a Return OF Capital. This is essentially giving back to shareowners a piece of the assets. I don't see how this is sustainable for any company, let along one that has a lot of CAPEX involved as it is a utility.
Can you help describe why management has chosen this course of action and what's the long term plan for the dividend?
With Brookfield Renewable Energy, part of their dividend is comprised for a Return OF Capital. This is essentially giving back to shareowners a piece of the assets. I don't see how this is sustainable for any company, let along one that has a lot of CAPEX involved as it is a utility.
Can you help describe why management has chosen this course of action and what's the long term plan for the dividend?
Q: Hello -
Is there any issue in investing in this (type of) company within an RESP?
Thanks.
Jim
Is there any issue in investing in this (type of) company within an RESP?
Thanks.
Jim
Q: I notice that you have BEP rated as an "A". I am looking for diversification in my wife's portfolio, for safety and stability. I notice, however, that BEP has a very ugly chart for the past year and some disappointment re earnings reports. What is your present opinion of BEP?
Q: I like the Brookfield entities and have held them, in various forms, for well over a decade. I want to also like BEP, however, I don't understand something - their cash flow per unit has only increased by about 3% on average over the last three to four years. How can they and the market expect the kind of returns that many are anticipating (e.g. Scotia - 29% including 7.2% distribution) when the multiple isn't that compressed and the free cash flow isn't really growing? Thanks for the great service!
Q: Question: Do you follow any solar and wind energy companies that would benefit from future trends away from fossil fuels?
Would appreciate your comments.
Thanks
Would appreciate your comments.
Thanks