Investment Q&A

Q: This is not a question, just a comment so I'm not sure what other forum there is for me to do that

I see that you recommend BEP and BIP for income investors . I think you should highlight that because these are partnerships, the income is a combination of dividends , interest and foreign income . So a form t5013 will have to be filed and not all the income from the partnership is taxed with the favourable dividend tax treatment . Luckily, neither of these has $US business , therefor are not subject to the 10% withholding
cheers
Tim

Q: Hi Peter
1. Dividendhistory.org shows about 1% lower yield for bepc vs bep.un. is it correct.
2. It also shows that for bep.un, the dividend was reduced several times. Is this correct or were shareholders allocated shares in a split off?
3. Is bep.un / bepc a low / average price now?
Would you chip away or but a full position now?
Many thanks.

Q: I am wondering what is the real difference between these entities and if there are any implications with holding one or the other in TFSA vs RSP or non-reg account.

Q: Hi Folks,
May I have your thoughts on BEPC and BIPC. I am thinking of selling my shares in BEPC (breaking even) and buying BIPC which seems to be doing better. This would be in my TFSA.
Thanks

Q: Hi,
Thank you for answering my question on US Utilities. Much appreciated.

You mentioned that Canadian utilites may be a better option in your answer. I have H, EMA,FTS. Should I add to these or add another utility? Any suggestions in this space?
Thanks again.

Q: Good morning

I noticed today that BEPC is trading at round $36.00 and back in December it was at around $44.00 Is BEPC a good entry point today for a long term hold? Any reason for the drop?

Jimmy

Q: BEP.UN is now down close to my ACB and have owned it off and on since it IPO'd in various accounts. Knew it quite well before it became public. Now is 2.5% of total portfolio in my Non-reg account and last took profits in 2021 at its over bought height.. Thinking of selling it with very small gain and switching to BEPC which would bring with it the DTC but add to the claw back on my OAS. But it would also get rid of one entry on the 1135 form filing. Anything else you see I am missing?

Q: If adding to utilities which of the following would you choose today: FTS, BEPC, or NEE?

Thank tou

Q: There was to be a merger at the end of 2024. When will that show up in my accounts.
The stock price has been dropping in tandem lately. I do not know why?

Q: HI, I own several CDN Utilities, AQN, SOBO, PPL, BEPC, BIPC, EMA, ENB, FTS, TRP. Trying to reduce # of CDN Utilities I own. I am thinking of selling AQN, SOBO, BEPC, and BIPC. What is your opinion of selling these and adding PPL, and EMA. What is your opinion on CDN Utility ETF instead. Can you suggest CDN Util ETF for a reasonable return and potential for growth. Welcome if you have any other suggestion. Thanks

Q: These 9 stocks were approximately equally weighted in unregistered dividend account before NPI and BCE took a big dive. The overall yield of the account is around 4.8% which I have been happy with, but the loss of capital in the 2 mentioned is troubling.

Objective of the account is to generate retirement dividend income for the next 5 to 10 years.
Other accounts provide pretty decent diversification by sector / geography / growth etc.


Question 1. Should I take the loss on these two and redeploy into the other holdings?

Question 2. Any glaring omissions in this account which you think I should add in here?

Q: I hold BAM, BIP.UN, BIPC, BEP.UN, BEPC and BN in a non registered account. For September and December dividend payments, I noticed that a withholding tax was applied to BIP.UN. For tax purposes, would any of the 6 stocks listed be better off in a registered account?

Q: Looking to increase exposure to the infrastructure theme by either adding to a 3% position in BIP or taking new position in PWR. Are they too similar to hold both or can holding both add diversification strength to a portfolio? Which one would have greater growth potential over 3-5 year timeframe? Thanks for all you do.

Q: There has been a sudden drop in the price of Brookfield Renewable stock. Any reasons for this? Thanks

Q: I own three major Canadian Telecom stocks, BCE, Telus and Rogers. They all have done poorly in the Y 2024. I have all three for some time, they all are negative with BCE and Rogers losing more than Telus. BCE and Telus are paying good dividend. I also own AQN which is losing money and paying decent dividend. Should I take loss on these and move? I do not have need for cash. What are their chances of turn around? How safe is dividend for all three? If I decide to take a loss, which ones to keep?
I also own BEPC and BIPC, if I want to keep only one of them which one has better potential? If I decide to sell both of them, what would you suggest to replace them with? I do own other utilities: EMA, ENB, FTS, TRP and PPL.

Q: Is it advisable now to invest in REGULATED utilities, given that there will be a need for huge data centers with the growth of AI? If yes, can you list and rank the ones you prefer?
Thank you!

Q: Hello team,
Can you help me understand please whether i should put new monies in TFSA towards bep.un or bepc ? On yahoo, i see bep.un has dividend of 5.87 percent but 1 year return of minus 2 percent where as bepc has dividend of 4.7 percent but one year return of 14 percent. From income and growth perspective, bepc seems to be better bet.. If this is the case, are investors losing out by investing in bep.un? i have huge loss in my rrsp from bep.un so would like to know where to put new monies as it seems brookfield would benefit from the energy transition. Alternatively, am i better off simply putting all my monies in BN and forget the spinoffs.. please explain and thank you ..

Q: With the ever increasing demand for power to fuel AI and tech, what companies would you suggest investing in going forward?

Q: I have held these two stocks for a long time but I am frustrated with their performance. They have been flat in the past 5 years. I am thinking of selling both and repacing them with ALA. Am I wrong and can you give me your thoughts on Alta gas or do you have a better replacement idea. Thank You.

Q: I am down 33% BCE and 18% BEPC in my non registered account. Would you sell both for tax loss purposes ? BEPC is suffering from the general negative in green stocks compounded by Trump but I like the company and would repurchase it while BCE would not be repurchased. Thanks. Derek