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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: I have all three of these positions.

I'm happy to keep my capital invested in the Brookfield empire, but it feels inefficient and not thought out the way it sits in my portfolio, almost like a series of afterthoughts.

The breakdown of the three (as a % of their cumulative totals in my portfolio)

BN = 57%
BEPC = 8%
BEP.UN = 35%

(Ignoring the whole tax schmozzle with reg vs NR accounts),

Would you recommend any changes? That could include adding another Brookfield entity as a possibility.
Read Answer Asked by Robert on July 08, 2025
Q: I'm holding the above in a RSP and the above stocks are quite down. Given the current environmnet, is it time to sell them? today, rather than last week!
Read Answer Asked by Brenda on March 28, 2025
Q: Currently I have positions in the above Brookfield companies. I plan on keeping the position in BN. Would you please rank the others from best to least preferred along with a brief rational for your decision. THANK YOU!

Docsinc
Read Answer Asked by Tom on February 10, 2025
Q: Please provide me with a few recommended tickers that would benefit from supporting the data centers in USA with their electric needs.
Read Answer Asked by Donna on October 31, 2024
Q: I see that todays news of a huge contract to supply Microsoft has given some life to the share price. But the share price is still quite low compared to a year or two ago. I am having trouble judging how much value the contract adds I would think a contract of this size will quickly give a much stronger boost to the stock, even though some of the contract is a few years away.. How much value does it add, in your opinion? Is the share price too low now? i already have a full position, but I'm thinking of adding more
Read Answer Asked by arnold on May 01, 2024
Q: Looking to build a position in renewable. You often suggested Brookfield but digging the sector, results of Constellation seem more impressive. I don't know what to do. Your analysis and advice will be appreciated;

Thanks
Read Answer Asked by Daniel on February 26, 2024
Q: I have some US$ and want to buy BEPC:US. I held BEP:US and a few years ago and faced higher taxes on dividends and maybe capital gains from the US with a partnership - can you confirm this will not be the case with BEPC:US? I also just bought BCE:US - can you please confirm that I will still get the Canadian dividend tax credit for with BCE:US and BEPC:US.
Thanks!
Read Answer Asked by Grant on October 18, 2023
Q: Hello 5i Team

I currently hold in my US$ denominated RRSP Brookfield Renewable Partners L.P. (BEP) to avoid complications with taxation of BEP.UN in a taxable account.

I want to proceed with buying Brookfield Renewable Corporation (BEPC) in my taxable account to receive Canadian Eligible Dividends. I would then sell my BEP holdings in the RRSP.

Could you please provide your top 5 ideas in the US market (i.e. NYSE or NASDAQ listed) for electrical utility and or renewable electrical generation to replace the BEP units in my RRSP.

Thank you

Read Answer Asked by Stephen on August 17, 2023
Q: Hello 5i team,
I have held the US stock of Brookfield Renewable Corp for a bit over 2 years. For that same time, BEPC has been on a steady but very slow decline (-23%).

Back when it was a REIT (BEP.UN.TO) I did very well.

In your opinion what are the prospects of this slow decline turning around? I wanted to add more because I still believe in the quality of the company (part of my utilities sector). Plus they have steadily increased their dividend ~5% every year since it's inception (July 2020).

Thank You,
Andrew
Read Answer Asked by Andrew on July 25, 2023
Q: Hi,
I need to sell all the stocks in my non-registered account to access the cash in the next 2-5 years. I will be selling many of the stocks listed, in the next few weeks. Can you list them in SELL order with a few comments on the rationale.
Also, please list the top 10 Canadian stocks (from this list or others) for longterm holding, since I will buy some of them back in one of my registered accounts (RRSP, TFSA), likely over the next 2 years.
Thank you,
Camille
Read Answer Asked by Camille on May 30, 2023
Q: Dear 5i,
In regards to BEPC:CA, BEP.UN:CA, BEPC:US, BEP:US and stock Beta.
Your web site reports: 0.80, 0.76, 1.09 and 0.87 respectively.
Does your web site report 3 Year Beta? If not, what is it? What is a reasonable Year Beta statistic to consider? Can you help explain why the Beta varies quite dramatically with the four different Brookfield Renewable tickers? There doesn't seem to be any obvious correlation between the Corporate versions and the different Currencies?
Read Answer Asked by Ian on May 29, 2023
Q: Hello 5i,
Just a follow up on feb 6 question on bipc. Was it attractive below $40 usd or cad?
What is the actual p/e on it?
Which would you consider better today: bepc or bipc for total returns over next two years?
Tia
Read Answer Asked by Kat on February 06, 2023
Q: Hello 5i,
I hold bep:us and bepc:us also bip:us and bipc:us. Is it worth trading in the bep:us for bipc:us and bep:us for bepc:us? Is there much advantage to do that? If so what is the most efficient way to do that?
Stanley
Read Answer Asked by STANLEY on January 18, 2023
Q: Just switched 200 shares of FTS to CPX and then noticed a reply to a client question that stated BEPC a little better than CPX.
Your thoughts will be appreciated.
Thanks.
Read Answer Asked by Elgin on September 29, 2022
Q: the above renewables are all down substantially; are there one or two that are worth buying at this time?
Thanks,
Read Answer Asked by Fred on January 19, 2022
Q: Interested in the difference amongst this companies and which one you'd prefer.
Read Answer Asked by Brenda on December 06, 2021
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