Investment Q&A

Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry

Q: Could you please explain the difference between BEP.un and BEPC and why you prefer the former? Thanks again.

Q: I am looking to buy a renewable with a decent dividend for a non-registered account. Please let me know you rationale. Of these 3 , which one would you recommend? I understand that this sector has come down recently. Which one has the best upside in terms of valuation? If there are others that you would recommend please let me know.
Thanks

Q: In a TFSA, which of these two would you buy today? I know you have answered this question in the past - and that you’ve said to focus on yield, but doesn’t BEPC deserve some type of premium even in a registered account?

Q: I like the website changes, well done.
I'm starting to think about tax loss harvesting. I have losses of 15% & 20% respectively in AQN & BEP.UN (only held since early 2021).
Would you consider this short holding period too short for meaningful tax loss harvesting (i.e. being too focused on short-term movements)?
I intend to add these two (or similar) back after the 30-day period, they are part of my longer-term plan.
Can you suggest one or two replacements for the interim (or longer?). Portfolio is appropriately diversified and already includes FTS. H? EMA? BLX?
Thanks.

Q: Are there any catalyst, or catalysts, in insight to lift the renewable energy stocks out of their 2021 humdrum? Names in this sector are all down YTD from BEPC's highest of 33% to RWN's lowest of 7% - with no exception. Would you recommend a name in this group that would have the likeliest chance for a quick rebound / turnaround? Thanks.

Q: I know you typically don't like averaging down. I'm underwater on the following names. Would you be comfortable adding to them and if so which order would you prioritize new money be allocated. 10+ year timeframe.

BEP.UN (down 22%)
KXS (down 21%)
TTD (down 36%)
U (down 41%)
XBC (down 54)

I assume you would advise a few more quarters with XBC before adding?

Thank you,

Stefan

Q: Have had BEP.UN for a couple of years and did sell off some for a profit however I am now down 23% on 400 shares and wondering your thoughts on if I should close my eyes and sell or hang onto it. I am 71 and like growth stocks as I seem to make more money that way but without ridiculous risk. Can you suggest anything if I do sell.

Q: Hi,
Would you have a preference between these two names for long term exposure to renewables?
Thanks!

Q: a) Could you please clarify the advantage of owning bep.un vs bepc.
b) Would you recommend adding either to my current holding of aqn/npi/blx?
c) Please list in order of preference
d) Do you think all four would give greater diversity, or would you prefer owning only 2 or 3 of theses companies and if so which ones!
Ed in Montreal

Q: Now that Brookfield Renewable has come down so much, how does the valuation compare to Brookfield Infrastructure?

Q: Why are renewable stocks (such as BEPC, AQN, INE, BLX, etc.) so weak of late? Thanks. With all governments promoting renewable energy these stocks should be doing much better.

Q: Which of these stocks/etfs would you predict to have the best near term upside?

Q: I currently have loss on bep.un. If I sell bep.un and buy bepc will the loss be disallowed?

Q: Hello, Could you explain what is happening with Bep.un. Seems to be in a freefall for the last few months. What is your analysis of this company and and its outlook? Thanks

Q: Hi, I own these 3 stocks, long term hold. Is it a good time to add and if so in which order? Thank you,

Q: With the ongoing slide in share price for these equities, at what point would you recommend increasing one's holdings. Thank you.

Q: As the premium for BEPC is now approximately 8%,would it be a good time to convert my BEP.UN stock to BEPC?
Thanks
Bob Rose

Q: Dear 5i,
I originally bought this for around $49; then the company adjusted when the split for BEPC occurred. Some time later, I thought it ok to sell them at around $70. How do I figure out if a re-entry point for BEP.UN is good today at around $45, given that if I look at my brokerage graph the historical value of what I paid at $49 then, appears as around $25 now ie the graph has changed because of the split?
If it is tough to calculate/compare history, could you advise if today is a good price - thinking this time I should hold them a longer 7+ years.
Thank you for helping me,
Hilary

Q: Hi 5i,

Can you recommend 3 renewable energy companies that meet these criteria and rank them in order of preference:
1. trade on Canadian exchange
2. suitable for providing income for a RRSP/RIF account
3. reasonable valuation at today's price
4. hopefully buy and hold forever

thanks