Investment Q&A

Q: I realize this topic has been discussed before but I still cannot understand the continued widening spread between these two securities. The spread between BEPC and BEP.UN has now widened to almost $20. Seems way overdone. If I wanted to add in a registered plan which would you recommend and why. Do you believe BEP.UN would eventually increase relative to BEPC.
Thanks for your service.

Steve

Q: Hi Guys, Thanks to 5i and the above companies 2020 has been very good year and would like some more ideas to go along with these above gems.

Regards
Anthony

Q: Since you are you are removing BEPC from the model portfolio , what stock will you be adding to the portfolio to replace.?

Q: Curious about your choice of companies with strong environmental platforms (not energy companies), with good ROEs. Looking for companies that have positive effects on climate change. Thank-you!
Ellen

Q: Could you please inform me on what companies you would recommend for for renewable energy? Mainly interested in Wind and solar power as well as an overall alternative energy ETF. Also what weighting in a portfolio would you recommend for this sector?

Thank you for you great service and expertise.

Q: I switched from bep.un to bepc the first day I could. Then I switched back when the spread was around $11.00. Now the spread is around $17.00. I guess this is a lesson in supply and demand since the big institutions can only by BEPC. But it seems way over done, doesn't it?
Btw, why would Brookfield maintain both a trust and a regular equity for the same company? Do you think they will completely switch over at some point?

Q: what are your top TSX choices in the renewable energy space for the next three to five years? Please give your arguments for this selection. Thanks

Q: With a secondary issue priced at $52.00 US, for Dkng and $80.20 C, for Bepc , would these 2 stocks be in a good buying range for future growth?

Thnx in advance!

Q: Hi looking for a conservative, dividend paying portfolio, of 5 stocks. Most appreciated. Thank you.

Q: What’s the reasoning for selling BEPC?

Q: Hi gang, any suggestions on this two company’s . Is one better than the other. Or any other suggestions? Or Maybe couple of ETFS . Thanks. Alnoor

Q: Hi,
I own both BEP.UN and BEPC in my RRSP. I decided to keep both about a month ago following a response to a question. But now it seems as time goes by that the capital appreciation of BEPC outweighs by far the higher dividend of BEP.UN (at least in my case). Would you still recommend holding both today in a RRSP or to sell BEP.UN and hold only BEPC?
Thanks

Q: Hi, in Aug. I received 21 shares of BEPC from holding BEP.UN and I noticed that the book value was 1270.08 and today it's 1253.99. I think I received it at around 60.67 and today it's higher. Why does the book value fluctuate, and how can I find out what price I got it for.
Thanks, Nick

Q: Was there news on BEPC? It's rocketing up the last few days.

Q: Hello 5i,
I held BEPC in a non registered US account as dividends supposedly were in US dollars. I sold BEPC and added to my BEP in that US non registered account. I also have BEP.UN in a non-registered Canadian account. Should I keep both BEP and BEP.UN or would it be advantageous to sell one of them and add to the other? If so, which one? I have increases in each but am within the portfolio percentage of where I want to be.

Q: Hello
I have an 18% gain in BEP.UN in a non registered account. I received the spin out shares in BEPC. Is there any tax advantage in selling the BEP.UN shares and buying the equivalent BEPC shares? Meaning, despite the cap tax gain hit, will the future taxation in BEPC be more advantageous over BEP.UN?

Also I recently bought GOOG C shares maybe by mistake. Is there any advantage to sell them and buy the A shares instead?

Thanks
2 deductions if you see fit.

Q: Hello,
Over the years, I've accumulated a significant amount of BIP.UN in an RRSP account, with the intention of holding it for the income generated over the long term. Since the Mar 31 split, shares of BIPC are up around 50% while BIP.UN is up around 28%.

Does it make sense to cash in this gain, sell the BIPC and use the proceeds to buy BIP.UN, thus adding some "extra" income generating units? Would also make tracking a little simpler.

Any other factors to consider?

Thanks for your time,
Roman

Q: Retired, dividend income investor. Currently own AQN, FTS and TRP. If I wanted to add a 4th name (with a focus on renewables), what would you recommend? It would be mostly in a taxable account, with possibly some in a TFSA account. Or if AQN and FTS are enough names, should I just add funds to them? If AQN-FTS are not enough names, would you consider BEPC or BIPC? I like utilizing the dividend tax credit.
Thanks for your help...Steve

Q: The Brookfield suite over the years has been a comfortable place to grow but it has a way of taking over ( combined 4 holdings has grown to 17% ) .

BIP.UN is my 3rd biggest holding , BEP.UN is my 13th biggest holding .
BIPC is my 23rd and BEPC is my 30th weight position . I own 50 stocks .
My RIF begins next year so I will have to cull somewhere and draw income.

1. You seem to prefer BIP over BEP :
2: You prefer the “C” stocks in non-registered accounts (To benefit from CDN dividend )
3. You prefer “.UN” stocks in the registered accounts to avoid US withholding taxes.

To restructure things involves declaring substantial capital gains ... Does it make sense to switch things around ?

I thank you for causing me wealth management problems like this.

Q: HI, can I get your overall opinion of BEPC I received 20 of them from the spin off and was wondering whether to keep them or exchange them. Any suggestions on a good trade for them, just in case. Thanks, Nick