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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: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.

Thanks,
Jim
Read Answer Asked by Jim on May 04, 2021
Q: I own BEP.UN and BEPC and they have been free falling since 1/01/2021, down about 15%. The entire renewable energy sector are down a lot too, e.g. INE is down 25% YTD. I know this sector's been up quite a bit last year, but why the collapse this year? Is it just sector rotation, or there are other reasons? Thanks.
Read Answer Asked by Victor on May 04, 2021
Q: Which of these poses the best opportunity for a recovery in the space? Would you please rank? Thanks for all you do.
Read Answer Asked by Rob on April 30, 2021
Q: Any reason why the renewable stocks are so weak in 2021?
For example, BEP.UN dropped almost 14% since 1/01/2021, and most other renewable stocks are similarly depressed YTD. I know this sector was up substantially in 2020. What changed? Market sentiments, or due to some more tangible reasons? Thanks.
Read Answer Asked by Victor on April 29, 2021
Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?
Read Answer Asked by grace on April 27, 2021
Q: Earth Day
Hi Team
I would like to make sure that part of my portfolio is invested in the planets future. Can you please give me a list or link to stocks that would play into this theme. Charge as many credits as needed.
Much thanks and Happy Earth Day
Read Answer Asked by El-ann on April 23, 2021
Q: With the transition of gasoline/diesel engine car/truck to EV, the electricity will be consumed more and more in the near future. Do you have any idea what kind of electricity related companies will benefit from this EV transition and what do you suggest we should prepare for it regarding investment?

Thanks
Read Answer Asked by Adam on April 16, 2021
Q: I'm interested in investing in renewable energy companies by way of ETFs. Would you consider now to be a good time to start positions in ETFs based on your short and long term views for the sector. Secondly, what would be you favourite choice for an ETF that represents the Canadian renewable sector and one for global exposure to the renewable sector.
Read Answer Asked by Les on April 06, 2021
Q: I am holding BEPC and BIPC in my non-registered account and BEP.UN and BIP.UN in my RRSP. A friend told me that there may be tax implications when holding LPs in and RRSP - is this true?
Thanks for your comments!
Read Answer Asked by Grant on April 05, 2021
Q: please provide me your best 4 income plays in both
Canada and USA, thanks, retired seniors mid 70's.
Read Answer Asked by Peter on March 15, 2021
Q: Hi,
Can you help me to understand why the premium of BIPC is so high over BIP.UN? It increased to more than 40% today, $94 vs $66. On the other hand, the spread between BEPC vs BEP.UN is much narrower, up and down around 10%. Do you expect the the gap between BEPC and BEP.UN to widen? Thanks,
Martin
Read Answer Asked by Martin on March 12, 2021
Q: Hi 5i Team
Please advise why Brookfield Renewable Resources is getting pummeled and please advise of your opinion of Pivotree and Blackberry's contribution to the electric car/ autonomous car future. All companies are on the TSX
Thank You and I hope everyone is staying safe
Read Answer Asked by JORDAN on March 08, 2021
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