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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good day,
I have seen some fairly substantial losses with some of the listed stocks in my portfolio. I would like your advice on whether you think I should continue to hold the above or to sell , take my losses and move on. BEP.un and ZUT have just been flat, so your advice on wether to sell or hold would be great!
Thank you
Thank you.
Read Answer Asked by Audrey on December 02, 2016
Q: Hi guys, a new member here. I have owned and sold both BIP.un and BEP.un as I do not understand their accounting methodology. Your report on BEP.un reflects the growing asset base, FFO, and distributions yet when I look at their profit picture they seldom show any. Quarterly reports show erratic misses to expected earnings. I like their business and distribution history as well as stated goal of future payouts but they seem to have an unpredictable annual profit. Could you comment on my reservations as your report currently gives then an A. Thanks.
Read Answer Asked by Terry on November 30, 2016
Q: I'm planning to replace Power Corp in my RRSP with a combination of BIP.UN and BEP.UN. Would you recommend an equal split between both Brookfield stocks at this time, or lean more towards one vs the other?
Read Answer Asked by Ron on November 30, 2016
Q: Hello,

If one would like to deploy 50k, should that be across the three Brookfield companies above or would it be better with just one (some of them) or do you have better names in the sector that prefer for a 2-3 years hold?

BIP.un is down a lot today. Any reason for it?

Would you buy now or wait until the new year?

Thanks
M
Read Answer Asked by Marios on November 29, 2016
Q: Hi 5i: I have two questions - please charge as appropriate.
(1) I have been holding CU in a dividend reinvestment account for about three years. The account focusses on stocks that provide a good dividend that is increased regularly (the usual Canadian suspects). CU has consistently underperformed the other stocks, and I'm wondering what the future holds, in particular given the changes in Alberta's approach to coal-based electricity generation.
(2) Could you give me data on dividend growth rates for EMA and BEP.UN?
Many thanks for your great advice and service.
Read Answer Asked by Roland on November 28, 2016
Q: Hello 5i:
looking for "best" ideas for an income stock or stocks, to stay away from bonds. Growth is not a factor; I'm looking for real stability, both of price and dividend. I hold some ET, AD and could add to them. Have no preferreds and have thought about this space. Your take and ideas please
thanks
Paul L
Read Answer Asked by Paul on November 28, 2016
Q: Hi,

I have 1/2 positions in FTS & AQN now. I'm considering adding another 1/2 position to utilities. I could get a 1/2 position in BEP.un or add to FTS and/or AQN.

Your thoughts?

Thanks,

Gord
Read Answer Asked by Gordon on November 25, 2016
Q: Hi, I have a number of renewable energy companies in my portfolio including the above, which I treat as a mini ETF, and they have performed wonderfully with both yield and growth. They have pulled back with the election however. Have you changed your view on any companies in this area, and if so which ones?
Read Answer Asked by Patrick on November 21, 2016
Q: Hi,
I've found myself having a position in both these companies. Do you see long term value in keeping both, or do you think there's too much overlap between them? I have been thinking about buying into marijuana stock now and would be rolling any money from a potential sale into it.

Thanks
Read Answer Asked by david on November 16, 2016
Q: Can you give me the 3 and 5 year growth in FFO for each of the above? Also, global warming is expected to reduce brazilian river volumes by 30% in the next 20 years sa recent NYT article stated. Will this slow bep down or can they work around it? Thanks
Read Answer Asked by Michael on November 14, 2016
Q: I have an income portfolio that is patterned after your model income portfolio with a few differences. My portfolio currently has 21 positions with a 5% holding in each of BEP.un and BIP.un. Do have any thoughts on the merits of holding both these companies in the portfolio? Should one be sold? If so, which one and why? Thanks
Read Answer Asked by John on November 09, 2016
Q: Hi,

BEP.UN got hammered today after its Q3 results, which when compared to 2015 Q3 looked pretty good imo. Could you please provide some insight/ideas as to why it was down 4.25% today? And how come they have negative EPS? (is it because of the $200 million in depreciation?)

I plan on holding them for a long time and am thinking of buying more

Thanks for your insight!
Read Answer Asked by Jason on November 04, 2016
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