Investment Q&A

Q: For BEP.UN, I read that the earnings are forecast to decline by an average of 7.2% per year for the foreseeable future. Also the dividend is not well covered by earnings and cash flows. Are these reasons to sell BEP.UN now???......Tom

Q: According to my Portfolio Analytics, I should raise my investment in the areas of Consumer cyclical and utilities.

Can you recommend your top 3 picks in both Cdn and US stocks for these sectors?

Thank as always.

Q: I hold Bep.un however BEPC has outperformed they are both same so why there is a big difference they both pay almost same dividend. Should I move to BEPC

Thanks for the great service

Q: What is your view on EIF.Ca for the next year? I am rethinking the stocks in which I currently have losses. Is this one worth holding or is there one with more growth you would suggest for a well diversified portfolio focussed on growth
Thank you for all your help over the years
Donna

Q: Hello Peter,
The utilities sector is moving up (assuming due to lower rates), but BEP.UN does not seem to get back to its old high; it seems to be range bound. Any idea why this is the case?

Q: For a conservative investor and a long-term hold in a TFSA:
a) which has more room to run from current valuations in your opinion, ATD or BEP.
b) If you didn’t need the cash dividends right now, would you invest in BN over BEP.UN to maximise return and mitigate downside risk?
Thanks kindly!

Q: Would you consider ZWU to be a reasonable replacement for the following equities in a RIF ?
BEP.un, BIPC, BIR, ENB, FTS, TOU
Please give Risk assessment 1 (low) out of 10 (high). Other suggestions/comments appreciated ?

Q: Can you rank the top 5 canadian utilities for a long-term hold for income.

TY

Q: Acknowledging that 5i may not agree with my opinion here, if one were to believe that Solar-Wind Battery Storage systems will eventually be cheaper than Gas / Coal / Nuclear, etc. power, would BEP.UN be the best investment choice?

With regards to the above, are there any other Canadian options - even an ETF - for holding within a non-registered account. I'd want to avoid that T1135 form !

Q: If I were to pick only two themes for long term investment, they would likely be urban water supply and the electrification of North America. (Would appreciate your thoughts on those choices...).

Regarding electrification, I'm well positioned in energy providers, including green & conventional energy producers. I have a half position in HPS.a and a small amount of GRID. I am struggling to decide if I should move upstream into a copper producer (BHP?) or if I should stick with small caps like HPS.A to get more torque.

I'm retired and no longer young; my finances are solid. Most of my investments are with a professional manager. I keep about 20% for fun, but even the fun money is mostly in fairly blue chip stuff. It is in this small chunk that I shall play around, and I am okay with adding a bit of risk.

So the question is: raw material producer or end user stocks? Where would you head? Specific suggestions most welcome.

Thanks in advance.

Q: If you owned BEP and BN, do you think it's worth selling BEP to buy BN as a replacement? I understand is that BEP pays BN a lot in fees, and that would be the smarter play in the longer run. What would you think of that? What are people saying about the cagr growth over the next few years? For example, if BEP is expected to grow up to 12%, but BN is expected to grow at 18%, BN would probably be the better choice. Is that logical thinking at all? Thank you!

Q: What are you highest conviction Canadian dividend stocks at this moment with interest rates falling, if one is looking for a combination of dividend yield and total return.

Q: NPI continues to be in the doldrums despite recent earnings being quite decent. Do you feel optimistic about an eventual price recovery?

Q: Hello,
What are your thoughts on slate grocery? I'm looking for a dividend stock and this crossed my path.
If not this one, what would you recommend?
Thank you very much

Q: Like my dividend from White cap at just over 7%, but with the drop in BEP.Would you consider a swap to give me more growth a prudent move.I am up moderately on white cap or would you see more growth ahead for white cap? Tks.Larry

Q: Can you remind me which is preferred to buy in a RRSP versus non-registered account?

Q: hi 5i,
NTR,T,MG? I own these blue chip laggards. can you recommend them as BUY,HOLD, or SELL please. If any are a sell, could you suggest a few replacement names (CDN) with similar dividend yield and more (hopefully) share price growth potential? I am fine holding all for long term if you think the weakness is just cyclical.
cheers, Chris

Q: What are the 5-7 best quality CDN dividend stocks would you recommend to achieve an above 5% dividend with this latest market correction.

Q: This stock is down on a green day. Is it time to sell and replace it with somerging else(CNQ or SU)?
Thank you

Q: Thoughts on the quarter please?

Thx