Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: 5 I recommends buying BEP.UN but they are showing EPS at a loss, also what is the PE.

Upvote 8

Read Answer Asked by nick on December 19, 2023

• Toronto-Dominion Bank (The) (TD $129.47)
  • $129.47 P/E (TTM): 10.41X Cap: $217.36B
  • View TD Profile
  • View Questions on TD
• Enbridge Inc. (ENB $73.30)
  • $73.30 P/E (TTM): 28.1X Cap: $160.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Sun Life Financial Inc. (SLF $86.30)
  • $86.30 P/E (TTM): 14.33X Cap: $48.80B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• TELUS Corporation (T $18.58)
  • $18.58 P/E (TTM): 25.89X Cap: $29.09B
  • View T Profile
  • View Questions on T
• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Premium Brands Holdings Corporation (PBH $98.66)
  • $98.66 P/E (TTM): 67.29X Cap: $4.41B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $181.42)
  • $181.42 P/E (TTM): 140.01X Cap: $230.54B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Savaria Corporation (SIS $25.17)
  • $25.17 P/E (TTM): 29.67X Cap: $5.82B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: I'm hoping to take profit from ATD and maybe CSU. My weight in CSU is out of hand but I find it hard to sell that juggernaut. I also have TOI and LMN. I'm happy with my weighting of TOI and i plan to add a small weighting in LMN. I'm underweight in the following: SIS, PBH, SHOP, TD, BEP.UN, ENB, T, SLF, AW.UN. How would you rank these names going forward? Would you recommend swapping any of these for better opportunities that 5i covers or are in the balanced portfolio?

Upvote 24

Read Answer Asked by Matthew on December 08, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN $49.95)
  • $49.95 P/E (TTM): 101.85X Cap: $23.59B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: I HAVE APPROX EQUAL $ AMOUNTS IN BOTH OF THESE COS.
IF I WAS TO SELL ONE WHICH ONE COULD IT BE AND WITH THE SALE PROCEEDS WHICH OTHER BROOKFIELD CO WOULD YOU CONSIDER TO BE THE BEST. THANK YOU.

Upvote 4

Read Answer Asked by Maureen on December 06, 2023

• Fortis Inc. (FTS $78.51)
  • $78.51 P/E (TTM): 22.52X Cap: $39.87B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Which do you prefer between these two for a 10 year hold and rational?
I hold BEP and wondering if I should switch to FTS.
Thanks

Upvote 11

Read Answer Asked by Marco on December 06, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.02)
  • $55.02 Cap: $7.91B
  • View BEPC Profile
  • View Questions on BEPC

Q: I hold both BEPC and BEP.UN. THE BEPC SHARES I HOLD AT A LOSS. I’M WONDERING IF YOU KNOW WHETHER OR NOT I CAN SELL THE SHARES IN BEPC AND BUY BEP.UN WITH The proceeds, and still claim the capital loss on the BEPC shares?

Upvote 2

Read Answer Asked by Donald on December 01, 2023

• First Solar Inc. (FSLR $195.38)
  • $195.38 P/E (TTM): 13.32X Cap: $20.30B
  • View FSLR Profile
  • View Questions on FSLR
• NextEra Energy Inc. (NEE $92.01)
  • $92.01 P/E (TTM): 27.58X Cap: $189.64B
  • View NEE Profile
  • View Questions on NEE
• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Can you recommend some Canadian and U.S. companies in the renewable energy space and suggest a reasonable entry point?

Upvote 8

Read Answer Asked by Valerie on November 22, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: I was surprised to see a decrease in revenue for Brookfield Renewable considering the industry in which they operate and the inflationary environment. Can you please explain the cause and your thoughts on revenue growth going forward. Regards,

Upvote 17

Read Answer Asked by Pierre on November 21, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Algonquin Power & Utilities Corp. (AQN $8.40)
  • $8.40 Cap: $6.41B
  • View AQN Profile
  • View Questions on AQN

Q: Do you think AQN and BEP.UN will have any more downside due to tax loss selling, and would you consider avging down at any time. Thanks

Upvote 19

Read Answer Asked by FORREST on November 13, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Business Partners L.P. (BBU.UN $44.07)
  • $44.07 Cap: $9.35B
  • View BBU.UN Profile
  • View Questions on BBU.UN

Q: May I please have your comments on earnings

Upvote 18

Read Answer Asked by Margot on November 07, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Topicus.com Inc. (TOI $111.06)
  • $111.06 P/E (TTM): 339.61X Cap: $14.21B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $26.05)
  • $26.05 P/E (TTM): 103.9X Cap: $6.87B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hello Peter,
From what i gather, all three companies reported good numbers. Lumine group is surging, but bep.un is down and topicus from yahoo shows very little volume. Can you please comment on results? thanks very much

Upvote 16

Read Answer Asked by umedali on November 06, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN $49.95)
  • $49.95 P/E (TTM): 101.85X Cap: $23.59B
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Hello Peter,
Given the huge decline in shares of both stocks and your positive views on both stocks (despite short report on BIP), is it a good time to increase the weights to 5 percent for 3 to 5 year hold and collect the dividends while the stock gets the momentum.. Much appreciate it.

Upvote 1

Read Answer Asked by umedali on October 30, 2023

• Marathon Petroleum Corporation (MPC $215.70)
  • $215.70 P/E (TTM): 16.74X Cap: $65.22B
  • View MPC Profile
  • View Questions on MPC
• Occidental Petroleum Corporation (OXY $55.02)
  • $55.02 P/E (TTM): 33.66X Cap: $53.44B
  • View OXY Profile
  • View Questions on OXY
• Imperial Oil Limited (IMO $162.53)
  • $162.53 P/E (TTM): 20.54X Cap: $77.67B
  • View IMO Profile
  • View Questions on IMO
• Fortis Inc. (FTS $78.51)
  • $78.51 P/E (TTM): 22.52X Cap: $39.87B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Tourmaline Oil Corp. (TOU $63.60)
  • $63.60 P/E (TTM): 88.01X Cap: $24.53B
  • View TOU Profile
  • View Questions on TOU
• Hydro One Limited (H $59.55)
  • $59.55 P/E (TTM): 27.26X Cap: $35.43B
  • View H Profile
  • View Questions on H

Q: Hi 5i!

I'm looking to reblance my portfolio and would like to take advantages of actual opportunities. I dont have any utilities and energy stocks. Also, I would like to increase my investments into large caps. Which stocks would you recommand? Growth / bakanced oriented.

For utilities, i noticed the drop on bip.un and bep.un but i already own bn. Would you buy of them or just add to bn... or buy something else for better diversification.

Many thanks.

Upvote 0

Read Answer Asked by Francois on October 26, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Good evening.

On several recent occasions 5i has recommended BEP.UN for income investors.

Today’s report on the same company was downgraded be two letter grades.

I find this a little contradictory.

Please comment. I was thinking of topping up my current position.

Upvote 0

Read Answer Asked by Dave on October 25, 2023

• Booking Holdings Inc. (BKNG $4,440.69)
  • $4,440.69 P/E (TTM): 27.39X Cap: $144.12B
  • View BKNG Profile
  • View Questions on BKNG
• Constellation Software Inc. (CSU $2,975.00)
  • $2,975.00 P/E (TTM): 69.47X Cap: $62.79B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $181.42)
  • $181.42 P/E (TTM): 140.01X Cap: $230.54B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Ulta Beauty Inc. (ULTA $642.22)
  • $642.22 P/E (TTM): 24.81X Cap: $28.67B
  • View ULTA Profile
  • View Questions on ULTA
• Five Below Inc. (FIVE $219.82)
  • $219.82 P/E (TTM): 38.58X Cap: $11.87B
  • View FIVE Profile
  • View Questions on FIVE
• Crocs Inc. (CROX $87.16)
  • $87.16 Cap: $4.32B
  • View CROX Profile
  • View Questions on CROX
• InMode Ltd. (INMD $13.29)
  • $13.29 Cap: $838M
  • View INMD Profile
  • View Questions on INMD
• Topicus.com Inc. (TOI $111.06)
  • $111.06 P/E (TTM): 339.61X Cap: $14.21B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Brookfield Corporation Class A Limited Voting Shares (BN $55.78)
  • $55.78 P/E (TTM): 82.45X Cap: $125.67B
  • View BN Profile
  • View Questions on BN

Q: Hi group...If we assume the conflict in middle east is going to escalate. What are you thoughts on a strategy to take advantage ...I am thinking we might test last Oct lows...What your thoughts on this?.
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight

Upvote 0

Read Answer Asked by Terence on October 24, 2023

• Toronto-Dominion Bank (The) (TD $129.47)
  • $129.47 P/E (TTM): 10.41X Cap: $217.36B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $96.23)
  • $96.23 P/E (TTM): 24.09X Cap: $120.85B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB $73.30)
  • $73.30 P/E (TTM): 28.1X Cap: $160.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Fortis Inc. (FTS $78.51)
  • $78.51 P/E (TTM): 22.52X Cap: $39.87B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• TMX Group Limited (X $47.05)
  • $47.05 P/E (TTM): 31.42X Cap: $13.02B
  • View X Profile
  • View Questions on X
  • View Reports on X
• North West Company Inc. (The) (NWC $55.26)
  • $55.26 P/E (TTM): 18.74X Cap: $2.61B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Hydro One Limited (H $59.55)
  • $59.55 P/E (TTM): 27.26X Cap: $35.43B
  • View H Profile
  • View Questions on H
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.56)
  • $12.56 P/E (TTM): 33.97X Cap: $3.67B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Peter, what are your top 10 defencive dividend paying stocks in Canada in order of safety please.

Upvote 2

Read Answer Asked by Ken on October 23, 2023

• Booking Holdings Inc. (BKNG $4,440.69)
  • $4,440.69 P/E (TTM): 27.39X Cap: $144.12B
  • View BKNG Profile
  • View Questions on BKNG
• Constellation Software Inc. (CSU $2,975.00)
  • $2,975.00 P/E (TTM): 69.47X Cap: $62.79B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $181.42)
  • $181.42 P/E (TTM): 140.01X Cap: $230.54B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Ulta Beauty Inc. (ULTA $642.22)
  • $642.22 P/E (TTM): 24.81X Cap: $28.67B
  • View ULTA Profile
  • View Questions on ULTA
• Five Below Inc. (FIVE $219.82)
  • $219.82 P/E (TTM): 38.58X Cap: $11.87B
  • View FIVE Profile
  • View Questions on FIVE
• Rollins Inc. (ROL $57.57)
  • $57.57 P/E (TTM): 53.47X Cap: $28.03B
  • View ROL Profile
  • View Questions on ROL
• Crocs Inc. (CROX $87.16)
  • $87.16 Cap: $4.32B
  • View CROX Profile
  • View Questions on CROX
• Topicus.com Inc. (TOI $111.06)
  • $111.06 P/E (TTM): 339.61X Cap: $14.21B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Brookfield Corporation Class A Limited Voting Shares (BN $55.78)
  • $55.78 P/E (TTM): 82.45X Cap: $125.67B
  • View BN Profile
  • View Questions on BN

Q: I know you dislike the terms “screaming buys” and “backup the truck”..how about “almost irresistible “ buys to hold for the next 3 years? 5 Canadian, 5 US.

Upvote 0

Read Answer Asked by Leonard on October 23, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Toromont Industries Ltd. (TIH $200.32)
  • $200.32 P/E (TTM): 32.88X Cap: $16.25B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.31)
  • $189.31 P/E (TTM): 28.06X Cap: $2.25B
  • View HPS.A Profile
  • View Questions on HPS.A
• Topicus.com Inc. (TOI $111.06)
  • $111.06 P/E (TTM): 339.61X Cap: $14.21B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Brookfield Corporation Class A Limited Voting Shares (BN $55.78)
  • $55.78 P/E (TTM): 82.45X Cap: $125.67B
  • View BN Profile
  • View Questions on BN

Q: Adding new money into the Income Portfolio- Hello, I am adding new money to the Income Portfolio in my TFSA. Would you suggest/list the top 5is ( 5 investments!!) timely buys at this time, with a time frame of 2-3 years and overall return perspective?
Also, would you consider making this a feature in monthly portfolio reports - like top 2-3 buys? Thanks

Upvote 0

Read Answer Asked by RUPINDER on October 20, 2023

• Fortis Inc. (FTS $78.51)
  • $78.51 P/E (TTM): 22.52X Cap: $39.87B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• TMX Group Limited (X $47.05)
  • $47.05 P/E (TTM): 31.42X Cap: $13.02B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Toromont Industries Ltd. (TIH $200.32)
  • $200.32 P/E (TTM): 32.88X Cap: $16.25B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.31)
  • $189.31 P/E (TTM): 28.06X Cap: $2.25B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: David Burrows was on BNN this mrning making his case for the market going forward. Very convincing..

Concentrating on dividend growers. What do you think and which stocks in your universe would you recommend?

Upvote 0

Read Answer Asked by Gerald on October 19, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: Watch this stock continually fall. I am wondering if it is time to sell or move the money into BN for some exposure into the renewable space.
Thanks Steve

Upvote 0

Read Answer Asked by Stephen on October 19, 2023

• Bank of Nova Scotia (The) (BNS $96.23)
  • $96.23 P/E (TTM): 24.09X Cap: $120.85B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Brookfield Renewable Partners L.P. (BEP.UN $40.81)
  • $40.81 Cap: $27.99B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Hydro One Limited (H $59.55)
  • $59.55 P/E (TTM): 27.26X Cap: $35.43B
  • View H Profile
  • View Questions on H
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.56)
  • $12.56 P/E (TTM): 33.97X Cap: $3.67B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: What would be your top picks for stable Canadian dividend stocks that are trading at historically low valuations?

Thanks so much!

Upvote 0

Read Answer Asked by Tara on October 19, 2023