Investment Q&A

• Philip Morris International Inc (PM $147.23)
  • $147.23 P/E (TTM): 26.1X Cap: $225.08B
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• Enbridge Inc. (ENB $65.32)
  • $65.32 P/E (TTM): 22.99X Cap: $142.89B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
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• North West Company Inc. (The) (NWC $45.39)
  • $45.39 P/E (TTM): 16.08X Cap: $2.17B
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• BMO Canadian Dividend ETF (ZDV $25.78)
  • $25.78 P/E (TTM): 13.42X Cap: $1.32B
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $30.85)
  • $30.85 P/E (TTM): 4.94X Cap: $2.52B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.36)
  • $39.36 P/E (TTM): 14.83X Cap: $1.04B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $57.75)
  • $57.75 P/E (TTM): 5.96X Cap: $4.93B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.30)
  • $103.30 Cap: $2.25B
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• British American Tobacco p.l.c. (BTI $52.88)
  • $52.88 P/E (TTM): 28.71X Cap: $115.25B
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Q: I want to start drawing some yield income from my TFSA.
What would be your top 5 etf or stocks?Good yield,Low to Moderate risk.
Thankyou

Upvote 2

Read Answer Asked by Steve on November 04, 2025

• TC Energy Corporation (TRP $69.97)
  • $69.97 P/E (TTM): 17.25X Cap: $73.09B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
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  • View Reports on BEP.UN
• Tourmaline Oil Corp. (TOU $60.43)
  • $60.43 P/E (TTM): 15.42X Cap: $23.02B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $52.67)
  • $52.67 P/E (TTM): 13.52X Cap: $5.92B
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• Capital Power Corporation (CPX $70.85)
  • $70.85 P/E (TTM): 24.83X Cap: $11.45B
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Q: Hi, looking to trim one of these holdings too many, could you please rank these companies from least liked to best . Risk and Sector not an issue. Keeping the remaining for long term.
Thanks

Upvote 3

Read Answer Asked by Brad on October 30, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $61.48)
  • $61.48 Cap: $23.11B
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Q: How can one explain the huge discrepency between those 2 stocks while it's the same company? One can argue that there is a tax efficiency by investing in BEPC but certainly not by this much. Is there a possibility that the difference might shring over time ? What am I missing?

Yves

Upvote 2

Read Answer Asked by Yves on October 29, 2025

• Royal Bank of Canada (RY $205.36)
  • $205.36 P/E (TTM): 15.54X Cap: $291.14B
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• Toronto-Dominion Bank (The) (TD $113.99)
  • $113.99 P/E (TTM): 9.72X Cap: $196.63B
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• Sun Life Financial Inc. (SLF $86.08)
  • $86.08 P/E (TTM): 15.6X Cap: $48.73B
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• National Bank of Canada (NA $158.06)
  • $158.06 P/E (TTM): 15.38X Cap: $62.01B
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• Power Corporation of Canada Subordinate Voting Shares (POW $66.32)
  • $66.32 P/E (TTM): 15.53X Cap: $42.51B
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• Fortis Inc. (FTS $70.82)
  • $70.82 P/E (TTM): 20.74X Cap: $35.24B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
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• Emera Incorporated (EMA $66.37)
  • $66.37 P/E (TTM): 22.6X Cap: $19.91B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.77)
  • $47.77 P/E (TTM): 1138.07X Cap: $22.17B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.94)
  • $75.94 P/E (TTM): 36.83X Cap: $125.17B
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Q: Could you please rate the Canadian stocks below for total return over the next 5 years.

Perhaps these ratings would work (or other ratings you think are better) ...
F for fair
A for average
G for good
VG for very good
E for excellent

The stocks are:

BAM
BEP.UN
BIP.UN
EMA
FTS
NA
POW
RY
SLF
TD

Thanks.

Upvote 6

Read Answer Asked by Doug on October 28, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
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Q: Hello Team,
Could you tell us about BEP.un debt level please. Is it taking on large debt to build energy infrastructures for AI?
Many thanks!

Upvote 4

Read Answer Asked by Issaku on October 21, 2025

• IGM Financial Inc. (IGM $54.08)
  • $54.08 P/E (TTM): 13.16X Cap: $12.90B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
  • View BEP.UN Profile
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• Tourmaline Oil Corp. (TOU $60.43)
  • $60.43 P/E (TTM): 15.42X Cap: $23.02B
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• North West Company Inc. (The) (NWC $45.39)
  • $45.39 P/E (TTM): 16.08X Cap: $2.17B
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• Premium Brands Holdings Corporation (PBH $95.52)
  • $95.52 P/E (TTM): 46.49X Cap: $4.35B
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• A & W Food Services of Canada Inc. (AW $36.07)
  • $36.07 P/E (TTM): 31.51X Cap: $873M
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Q: Any Canadian companies paying a decent dividend, that in you opinion, are undervalued these days? Any sector.

Thanks

Upvote 13

Read Answer Asked by alex on October 17, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $61.48)
  • $61.48 Cap: $23.11B
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Q: Apologies for asking something I’m pretty sure has been asked before in various ways; which version of Brookfield Renewables would you place in a TFSA and very briefly why? Thanks,

Upvote 4

Read Answer Asked by Stephen R. on October 17, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
  • View BEP.UN Profile
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $61.48)
  • $61.48 Cap: $23.11B
  • View BEPC Profile
  • View Questions on BEPC

Q: Do you think that BEPC is getting a bit ahead of itself now near $50? Comments on BEP.UN have advised to use Fwd FFO to evaluate. I can’t find an estimate for Fwd FFO, but the last reported full-year FFO I found was $1.83 - bump this by 10% with a $50 unit price implies a 25x Fwd FFO, which I believe is about twice as expensive as a recent BEP.UN valuation.

Upvote 3

Read Answer Asked by Paul on October 06, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
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• iShares S&P Global Clean Energy Index Fund (ICLN $17.27)
  • $17.27 P/E (TTM): 36.11X Cap: $1.99B
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Q: Hello 5i,

I wanted to ask you about Renewables as i have nothing in that segment. Is there 1 particular renewable company you like/prefer (BEP-UN-T?) over others or would you suggest the better option would be a renewable ETF?

Always appreciate your assistance and insight.

Ralph

Upvote 4

Read Answer Asked by ralph on October 02, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
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• TMX Group Limited (X $51.92)
  • $51.92 P/E (TTM): 31.35X Cap: $14.44B
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• Toromont Industries Ltd. (TIH $161.61)
  • $161.61 P/E (TTM): 28.46X Cap: $13.50B
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• Alimentation Couche-Tard Inc. (ATD $68.96)
  • $68.96 P/E (TTM): 18.77X Cap: $65.47B
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• Hydro One Limited (H $51.50)
  • $51.50 P/E (TTM): 24.8X Cap: $30.74B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.94)
  • $75.94 P/E (TTM): 36.83X Cap: $125.17B
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Q: You just published an excellent article by Michael Huynh on Canadian Companies that issue monthly dividends under certain criteria. Is there any chance you have the same criteria used on Canadian companies that issue quarterly dividends with the same criteria. With staggered investments I don't need to be that focused on monthly issuers.

Upvote 6

Read Answer Asked by Graham on September 22, 2025

• TELUS Corporation (T $20.43)
  • $20.43 P/E (TTM): 32.05X Cap: $31.46B
  • View T Profile
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• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
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• Cardinal Energy Ltd. (CJ $7.86)
  • $7.86 P/E (TTM): 14.51X Cap: $1.29B
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Q: Hello Team,

I'm about 5-6 years away from retirement and have starting to move some of my growth portfolio into dividend paying stocks. Currently I have 25 different holdings in my account (mostly your growth portfolio mixed with a few of your favourite US names). I have 11% of my portfolio in 3 dividend stocks, T, CJ and BEP.un. Would you be okay holding these 3 or do you suggest having more (or less) individual stock holdings for dividends. My goal is to average at least 6% yield. Thoughts?

Upvote 4

Read Answer Asked by Kevin on September 19, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $61.48)
  • $61.48 Cap: $23.11B
  • View BEPC Profile
  • View Questions on BEPC

Q: Considering factors as dividend tax credit , yield,etc.. is it suggested to hold BEP.UN instead of BEPC in a registered account ?

Upvote 6

Read Answer Asked by Jean-Yves on September 17, 2025

• Bank of Nova Scotia (The) (BNS $92.45)
  • $92.45 P/E (TTM): 17.69X Cap: $114.67B
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• TELUS Corporation (T $20.43)
  • $20.43 P/E (TTM): 32.05X Cap: $31.46B
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• Pembina Pipeline Corporation (PPL $52.59)
  • $52.59 P/E (TTM): 17.91X Cap: $30.76B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
  • View BEP.UN Profile
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  • View Reports on BEP.UN
• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.64)
  • $18.64 P/E (TTM): 27.54X Cap: $226M
  • View LIFE Profile
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Q: I've held these for several years, except for BEP.UN which is little over a year, I've accumulated dividends in LRSP, RRSP and TFSA, and want to add to these and keep over long term, wondering if you would be comfortable doing so generally speaking.

Upvote 6

Read Answer Asked by Don on September 15, 2025

• Enbridge Inc. (ENB $65.32)
  • $65.32 P/E (TTM): 22.99X Cap: $142.89B
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• Loblaw Companies Limited (L $56.38)
  • $56.38 P/E (TTM): 6.89X Cap: $66.23B
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• Constellation Software Inc. (CSU $3,500.38)
  • $3,500.38 P/E (TTM): 89.98X Cap: $75.96B
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• Intact Financial Corporation (IFC $262.99)
  • $262.99 P/E (TTM): 21.15X Cap: $46.97B
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• Metro Inc. (MRU $93.06)
  • $93.06 P/E (TTM): 20.24X Cap: $20.32B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
  • View BEP.UN Profile
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  • View Reports on BEP.UN
• iShares S&P/TSX Global Gold Index ETF (XGD $41.80)
  • $41.80 P/E (TTM): 24.49X Cap: $3.25B
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• Sprott Physical Gold Trust Unit (PHYS $29.79)
  • $29.79 P/E (TTM): 24.9X Cap: $12.22B
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• GFL Environmental Inc. subordinate voting shares (GFL $60.96)
  • $60.96 Cap: $22.34B
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Q: Hi,
Could you illustrate to us all what type of companies/stocks and/or sectors historically have performed the best ( or least worst ) over periods of recession/depression/stagflation and war times? And further, can you provide your top 5-10 CDN stocks that you think would do best in these situations, with at least half of them dividend payers please, if possible. Potential ETF and options strategies would be appreciated as well. Take as many points as you see fit.
cheers and thanks, Chris

Upvote 28

Read Answer Asked by chris on September 11, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $61.48)
  • $61.48 Cap: $23.11B
  • View BEPC Profile
  • View Questions on BEPC

Q: Hi 5i
I am bargain hunting so looking at Brookfield Renewable. I charted BEPC and BEP-UN and am puzzled by the significant outperformance of BEPC over 1-5 years. I don't think the div treatment should make that much of a difference. BEPC is 9% off 52 week high, BEP-UN 15% off. Your thoughts? And if I decide to buy, am I wrong to think BEP-UN could have more gain potential?
Thanks, Greg

Upvote 6

Read Answer Asked by Greg on September 11, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $61.48)
  • $61.48 Cap: $23.11B
  • View BEPC Profile
  • View Questions on BEPC

Q: I note that this company appears to have stalled, do you have confidence in it returning to past valuations and more? Would proposed rate cuts not help? Is this company a good investment for the foreseeable future?

Upvote 6

Read Answer Asked by Stephen on September 02, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN $47.77)
  • $47.77 P/E (TTM): 1138.07X Cap: $22.17B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $61.48)
  • $61.48 Cap: $23.11B
  • View BEPC Profile
  • View Questions on BEPC

Q: how do you expect BIP to perform, now that we have more clarity (maybe) on tariffs ?
Both div at this level and share price not drifting any lower

I want to build a position in it as a "retirement" stock.
I have BIP.UN and BEP.UN at 3% each.

What are your fav options in this category currently?

Regards,
JR

Upvote 10

Read Answer Asked by JR on August 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Renewable Corporation Class A Subordinate (BEPC $43.63)
  • $43.63 Cap: $16.46B
  • View BEPC Profile
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Q: Thoughts on the quarter please and thanks.

Upvote 5

Read Answer Asked by Robert on August 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Capital Power Corporation (CPX $70.85)
  • $70.85 P/E (TTM): 24.83X Cap: $11.45B
  • View CPX Profile
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Q: This week was the stock was weak. What is your analysis about the company? Its a good holding for income but it is not doing well price wise when compared to CPX:T.
Thanks
Piyush

Upvote 2

Read Answer Asked by Piyush on August 05, 2025

• Fortis Inc. (FTS $70.82)
  • $70.82 P/E (TTM): 20.74X Cap: $35.24B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.88)
  • $43.88 Cap: $29.13B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Capital Power Corporation (CPX $70.85)
  • $70.85 P/E (TTM): 24.83X Cap: $11.45B
  • View CPX Profile
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• TransAlta Corporation (TA $23.83)
  • $23.83 Cap: $7.33B
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Q: Brookfield was a significant beneficiary of large investments in clean power from the tech giants. Do you see other utilities in Canada or US benefiting similarly in the future? It seems that the utilities space offers a potentially stable growth space going forward with power demand going up. Is this worth the effort, for example, compared to chips or software as a growth investment avenue.

Upvote 3

Read Answer Asked by Peter on August 05, 2025