Investment Q&A

Q: Hi - I held above utility and telecome stocks. With CPI hits 40 years high in Canada, BOC will likely rise 75bps in July. Do you think income stocks will be under pressure as yeild % may not be compelling anymore due to higher GIC rate. Which names would you sale first in a risk off environment?

I value your opinion.

Thanks,

Q: Can you please tell me the P/E for BEP in the 5i Income Portfolio? I usually use Koyfin but can't find the P/E anywhere.
Thanks

Q: Can you please provide your top 10 canadian dividend stocks which can also provide some capital growth. Time frame is 5 years. Is now a good time to start buying or should I wait?
Thank you

Q: Hi Peter,

How would you rank the following five Brookfield companies (BIP.UN, BIPC, BAM.A., BEP.UN, and BBU.UN) over a long-term hold with respect to risk-return? Which of the five securities has the highest risk and which one do you perceive has the lowest risk?

Your comments are much appreciated.

Q: What is the rate of return including dividends/distributions of the above 3 over the last 5 years and what would be your top2 picks of those 3 for a 5 year hold

Q: Can you recommend etfs to setup a smith maneuver account with target dividend of around 4-5%?
If you think I can get diversification from individual stocks then please go ahead to recommend that list.
Thank you for your service.

Q: Regarding the list above, could you rank them from best to worst, in terms of fundamentals and the ability to survive economic downturns.
Deduct as many credits as you wish. Many thanks for you assistance.
John

Q: BEPC/BEP.UN seems to be one of your darlings in utility/renewables sector and you have been highly recommending it for a combination of growth and income. However, it's one of the worst performing stocks in my portfolio in the past two months and I'm wondering what's wrong with it (or what's changed)? The stock is down 20% while others either just declined slightly (e.g. EQN) or even had gains (e.g. FTS). It looks like, during recent selloff, the BEPC stock is behaving more like a technology stock rather than a utility. Do you have any explanation for such a big drop? Are you still considering this company one of the best utility/renewables investments? Thanks.

Q: what are your favorite utilites today. Does not have be these. This is for a cash account,

thanks help

Q: For many years I have had full positions in each of BEP.UN, BIP.UN, and BAM.A, and have done very well with them. For purposes of portfolio weighting, I have always treated them each as separate entities in their respective sectors ie. Utiilities, Infrastructure, and Financial Services. I am getting ready to retire and have started looking at the relative safety of my portfolio more critically. Given that these 3 are all actually part of the same parent company (BAM.A), should I be worried about being invested too heavily in one company, or is it fair to keep treating them as separate moving parts? I would greatly appreciate your thoughts.

Q: In this article, the author favours the BEP Preferreds instead of the common shares. Would you agree?.....

https://seekingalpha.com/article/4503184-brookfield-renewable-sell-common-buy-preferred-shares?mailingid=27474894&messageid=dividend_ideas&serial=27474894.25362&utm_campaign=Dividend%2BIdeas%2BLaunch%2B2022-04-24&utm_content=dividend_ideas_control&utm_medium=email&utm_source=seeking_alpha&utm_term=Dividend%2B%26%2BIncome%2BSmart%2BList

Q: HEY GUYS
JUST WONDERING IF YOU HAVE A PREFERENCE BETWEEN THESE TWO AND IF SO WHY
THANKS AS ALWAYS

Q: Hi, I presently hold the above funds in a corporate account.
Is the tax treatment of these funds in a corporate account the same as a non registered acct?
In what type of acct is it best to hold them?

Q: as a Canadian investor is it better to buy bep.un in a tax free account or a regular account for tax purposes?

Q: Bep.un and bepc have both have a nice run over the past few months. Would you be comfortable adding new money to either of these stocks?

Q: At one time there was a large gap in price. This gap has narrowed. When is it worth selling bepc for bep.un in an rsp or is it better to hold both ?
Thanks

Q: I have positions in the above companies that have grown fairly large and i am looking to trim. I was wondering which of the above stocks has the best outlook over the next 2 to 3 years . If you were going to trim which one of the companies would you trim or would you trim both an equal amount

Q: Could you please rate the following stocks and ETFs for total return over the next 5 years:

BAM.A
BEP.UN
CWW
SMH
V
IHI

How about E (excellent), VG (very good), G (good), F (forget it)?!

Thanks.

Q: Hi Peter and 5i,
This is always a misunderstood stock as far as the breakdown of the components of the distribution. For 2021 - $1.37 of the total $1.53 was eligible dividends. There was no ROC.
Post if you think it is informative.



Record date
Payment date
Full Year

Per Unit Distribution US$ 1.21500

Cdn$/Unit

Per Unit Distribution 1.52422

Box 113 Return of Capital

Box 135 Foreign dividend and interest income 0.10316
Box 132 Actual amount of eligible dividends 1.37120
Box 128 Interest from Cdn sources -
Box 030 Total capital gains (losses) 0.09904
Box 210 Carrying charges (0.04452)

Total taxable income and capital gains 1.52888

Thanks for your excellent service and always valuable input.

Q: Hello 5i,

In our registered accounts we have BEP.UN, BEPC, FTS, AQN, BAM.A, BIPC, WSP. All of these stocks performed very well for 2+ years thanks to 5i. We trimmed each of the stocks to 1%-2% positions between August and October when prices were elevated with the intention of repurchasing if they dropped. With rising interest rates and inflation now it may not make sense to repurchase. Would it be viable to:
Retain one of FTS (2% position) or BEP.UN (2%) or sell both?
Sell AQN, BIPC,
Retain BAM.A and WSP, and increase each to 3% or 4% with the proceeds from the sale of the other stocks?
or Any other suggestions?

Thank you

Debbie and Jerry