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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: 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
Q: I've owned this stock for some years and have been disappointed with its movement. I do like the management of the Brookfield companies in general and would like to consider trading out my position with another Brookfield company. What is your opinion on 'BOX' and might you prioritize another Brookfield company?
Read Answer Asked by Claus on October 28, 2016
Q: This stock has had a great run but its latest results, which seemed to be pretty solid, didn't move the stock. Do you think most of the growth is pretty much wrung out of it now and that it should be viewed as largely an income stock? The main reason for my question is that I am currently more interested in a stock that combines both growth and income such as FEZ or BEP.(sector not important)

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 21, 2016
Q: Looking to add $100,000 to an existing RIF which currently holds AQN,EIF,KXS,ESL,IPL & AMGN & SAP(US)- totalling approx. $800,000.
Considering BEP.un &/or BIP.UN. Your suggestions & guidance would be appreciated. Thank you.
Read Answer Asked by Robert on October 19, 2016
Q: Recently, CSU is struggling to remain over 600$. Any cause for concern ?

Also, since a month, BEP.UN is struggling as well to keep its advance. Any cause for concern ?
Read Answer Asked by Serge on October 13, 2016
Q: I have about 9% in utilities in an otherwise balanced portfolio. All these companies have dropped from 5 to 10% in value over the last while. Can you explain this. Should I lighten up on utilities, and if so, which one(s) should I sell? Thanks.
Read Answer Asked by David on October 11, 2016
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