BEP.UN

I do believe the company is still a strong long-term buy on the back of renewable energy growth. Many companies are looking to target carbon neutral emissions over the next while, and Brookfield is in a prime position to benefit from this because of its size and infrastructure that already exists. We can look no further than the Microsoft agreement just this year.

I do believe patience in this area will eventually pay off. However, I also do acknowledge the fact that the Trump administration is likely not as enthusiastic about the transition to greener energy, which could cause some headwinds.

It remains a hold in my portfolio.