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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: A recent question was asked to explain the difference between BEP.UN and BEPC. In you answer you stated that in a registered account BEP.UN gets a higher yield, but the tax credit is lost. Could you please explain 1) why BEP.UN would get a higher yield in a registered account and 2) the tax credit being lost, are you referring to the tax dividend credit. Thanks … Cal
Read Answer Asked by cal on December 03, 2020
Q: I have done well with BEP/BEPC - in a non-registered account - and am now overweight (combined 8.4%). Love the growth and solid dividend. My choices now are: 1) Hold the course 2) Reduce to 5%, take the tax hit, and purchase a stock with similar attributes to BEP/BEPC i.e. stable dividend >1.5% and strong growth prospects.

Would you choose option 1 or 2? And if 2, would TRI be a good candidate? Other candidates you might suggest? (Already own WSP, AQN, BAM, FTS, MSI, NPI, PBH, SIS, T and X.) Thank you.
Read Answer Asked by Maureen on December 03, 2020
Q: Hi you made the following ‘generation vs distribution’ comment wrt AQN to Peter on Dec 2. Could you please expand on this a bit further as I mistakenly thought AQN was primarily generation. Could you similarly comment on NPI and INE re generation vs distribution. Thanks.

“The majority of its (AQN’s) business is distribution and has less exposure to generation already.”
Read Answer Asked by Gary on December 03, 2020
Q: Does Emera have exposure on the Muskrat Falls project? I see the regulator has asked Emera to "adjust" for slow / non-existent benefit from The Link between NS and NL. Emera remains up 30%-40% from my purchase but would suggest a pivot to FTS or a Brookfield company here? Or anything other non-oil utility?

Thank you.
Read Answer Asked by Marilou on December 03, 2020
Q: Could I get suggestions for long term dividend paying stocks for a young investor to add to these stocks.
Read Answer Asked by Roy on December 03, 2020
Q: I am heavily weighted in Brookfield right now (BPY, BEP, BEPC)– across all my accounts they are at 15% of my holdings, largely due to the great run BEP as been on. I'm looking re-balance and am considering two choices: (1) I could dump my entire BPY stock (I'm down roughly 20%) which would reducing my overall Brookfield holdings by 4%, or (2) I could take some profit from BEP to do the same, leaving BPY in the hopes I recover some of that loss.

Which would you recommend?
Read Answer Asked by Alex on December 02, 2020
Q: Hi team,
I am wondering what the difference is between BEP and BEPC. Also, which of the two would you prefer as a play on renewable energy

thanks
Paula
Read Answer Asked by Paula on December 02, 2020
Q: Hi guys,

I'm looking for potential opportunities in the energy space where the line between clean and fossil, as well as energy vs utilities seems to blur more and more. Also there seems to be increasing suggestion that big oil is interest to move into this space with investment and engineering capital.
Are these corporations good opportunities and if so do they look to be positioned as underpriced for growth relative to the current frothy players like npi and bep?
Read Answer Asked by Peter on December 02, 2020
Q: I own both BIPC and BEPC and have done very well thanks to your recommendations. You have indicated lately in some of your answers that BAM.A is very attractive at these prices. Is it too much Brookfield to take the profits in my two holdings and purchase BAM.A.

Thanks for your continued guidance throughout this turbulent year.

Dave.
Read Answer Asked by David on December 01, 2020
Q: For the average retiree what would be a recommended or realistic portfolio dividend yield to aim for?
Thank you
Read Answer Asked by Brent on December 01, 2020
Q: I hold all of these utilities and would like to consolidate into one as a reliable dividend stream with some potential for a small amount of growth over 10-15 years (I hold in a RRSP). Which utility would you recommend to achieve this objective?
Read Answer Asked by Danny on December 01, 2020
Q: Looking to sell cvx and move back to Canada would you see this as a good move or would the oil sector be a little safer in the US with more growth potential and less environmental negative news going forward.If you agree with selling could you give me a replacement in Canada held in a rrsp.
Read Answer Asked by dennis on December 01, 2020
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