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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: If I own FSZ would it fine to buy BAM.A or would BEP.UN be better ? I currently own ENB. This is for a RRSP account.
Thanks
Read Answer Asked on March 31, 2021
Q: Renewables have pulled back substantially after the rate rise which seems to be pausing. Which 3 companies would you recommend for a long-term hold and why? Thank you!
Read Answer Asked by Michael on March 24, 2021
Q: It looks like 5I likes Brookfield Renewable and since 2012 the stock has been fairly steady. There has been a nice price pullback (for those not already owning stock) but a few numbers in the annual reports are confusing. Specifically Net income (loss) attributable to Unitholders has been very low or negative for a few years.

Any thoughts on this Net Income comment and overall you current thoughts based on the price pullback?
Read Answer Asked by Dave on March 15, 2021
Q: Hi,
Can you help me to understand why the premium of BIPC is so high over BIP.UN? It increased to more than 40% today, $94 vs $66. On the other hand, the spread between BEPC vs BEP.UN is much narrower, up and down around 10%. Do you expect the the gap between BEPC and BEP.UN to widen? Thanks,
Martin
Read Answer Asked by Martin on March 12, 2021
Q: The majority of our utility holdings are in FTS /AQN, and when looking at value metrics: EV/Rev, p/b, forward p/e and yield, these 2 stocks appear to rank highest of the stocks listed above. NPI seems to be 3rd best in value, but it does have a higher p/b ratio. We also hold the following utilities in decreasing weight: BEP.UN, NPI and INE. We need to trim SU/ENB and want to add more to some or all of the latter 3 utilities - would you add the most to BEP.UN then NPI or focus on just BEP.UN? INE appears to be a bit over-valued at this time. Should we continue to hold INE, sell or add on more significant dip? We income/growth investors with 10+ year time horizon.
Thanks!!
Read Answer Asked by Grant on March 11, 2021
Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles
Read Answer Asked by Gilles on March 08, 2021
Q: Hi, could you please explain the degree of the sell off in the renewable space. Any long term fundamental change in the industry? based on recent results any you would avoid.? Thanks
Read Answer Asked by Gary on March 05, 2021
Q: What's the reason behind the current slip of BEP.UN/BEPC and BIP.UN/BIPC? These two combos should be steady industrial stocks and not subject to the stumble currently affecting the tech stocks? I know both had been up nicely over the past year but that's no reason to reverse so sharply of late. Any insight you can share? Thanks.
Read Answer Asked by Victor on March 05, 2021
Q: The differential between BEP.UN and BEPC is down to a reasonable 7.8%. But between BIP.UN and BIPC the differential is very high 23.7%.
Can you explain the reason for this discrepancy. I believe this would be an ideal time to sell BIPC and use the proceeds to buy BIP.UN. Do you agree.
Thanks for your great service.
Steve
Read Answer Asked by Steve on March 03, 2021
Q: The drop in price in the last couple weeks for these two stocs has been considerable. Is there something more than the Texas problem involved here? Is its present price attractive for the next few years? I sorryfully missed your praise for Magna a couple months ago by bidding somwhat lower when it was $68.
Read Answer Asked by GEORGE on March 01, 2021
Q: What 2-3 stocks would you add to this portfolio for more diversification and some growth?

Thanks
Read Answer Asked by Robert on February 26, 2021
Q: With utilities, I believe 5i likes BEP best for management and outlook for the future, but based on current price, which of the above 5 energy stocks represents the best value? For my own learning, I would appreciate knowing what main metrics you are using to determine value?
Thanks!!
Read Answer Asked by Grant on February 25, 2021
Q: Hi Peter, Ryan, and Team,

Would you attribute Algonquin's 'relative weakness' compared to Brookfield Renewable Partners due to Algonquin's Texas exposure? Is Fortis in a similar situation as Algonquin? Please rank these stocks, with a rationale for your choices. Thanks in advance.
Read Answer Asked by Jerry on February 23, 2021
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