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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: I hold both Interpipeline and Pembina. If the PPL takeover of IPL goes through, I will have a bit more PPL than I am comfortable with, and would consider moving a portion to a company in a similar space. Assuming the deal happens, how would you rate the combined PPL/IPL compared to similar alternatives ENB, KEY, TRP. Could you give a rating for each of the 4 on a scale of 1 -10 for desirability as a long term hold in a balanced portfolio. Looking at total return over a 5 - 10 year period. Thanks.
Read Answer Asked by Dan on June 02, 2021
Q: a) Could you please clarify the advantage of owning bep.un vs bepc.
b) Would you recommend adding either to my current holding of aqn/npi/blx?
c) Please list in order of preference
d) Do you think all four would give greater diversity, or would you prefer owning only 2 or 3 of theses companies and if so which ones!
Ed in Montreal
Read Answer Asked by ed on June 02, 2021
Q: Greetings,

I have 4% cash currently and would consider short term opportunities. With a new competing bid IPL is trading below the offer price. Do you see an opportunity here to purchase IPL and hold for the sale and possible counter offer? Or is the difference more related to the half cash half PPL stock offer which will be more volitile? Hence risk. I appreciate your insite.

Cheers!
Read Answer Asked by Duane on June 01, 2021
Q: I realize it is early in the acquisition, but would you be able to highlight the move, and give us your thoughts on the new, and hopefully improved PPL with the addition of IPL and the amount of debt they are taking on. Thanks
Read Answer Asked by Greg on June 01, 2021
Q: Hello 5i,

We are considering moving our ENB position into two other stocks, CNQ and EPD.
1. Is CNQ considered to be a safer haven than ENB at this time with higher 3-year upside?
2. Would you recommend EPD over ENB now and for the next 3-years?

Cheers,
Debbie and Jerry
Read Answer Asked by Jerry on June 01, 2021
Q: Now that Brookfield Renewable has come down so much, how does the valuation compare to Brookfield Infrastructure?
Read Answer Asked by Michael on June 01, 2021
Q: I am considering purchasing BEP-UN. I already own AQN and BIP-UN. I have noticed that most of these renewable stocks have pulled back somewhat and I’m wondering if this would be a good time to pick up a renewable stock such as BEP-UN. what are your thoughts? Do you think that there might be one or two other better choices for renewables? Also this is for a TFSA so should I consider BEP instead?
Thank you for your always appreciated wisdom.
John
Read Answer Asked by John on June 01, 2021
Q: I'm interested in Hammond and would like your input. They both seem very inexpensive but HPS has a larger dividend (and a higher P/E).
Do you like either right now? Prefer one over the other?
Read Answer Asked by Peter on May 28, 2021
Q: As an older senior, I own CDZ for dividends. Would ZWC be a better option?
thanks
Read Answer Asked by M.S. on May 28, 2021
Q: Why are renewable stocks (such as BEPC, AQN, INE, BLX, etc.) so weak of late? Thanks. With all governments promoting renewable energy these stocks should be doing much better.
Read Answer Asked by Victor on May 28, 2021
Q: An analysts recently warned off on PPL. He cautioned that PPL using a reduction in dividends, might develop a planned but delayed refinery. Something along the lines of what IPL is doing with Heartland.
Would you trade all, some or any, of a long term and large percentage holding in PPL for TRP ?
Read Answer Asked by Cacey on May 28, 2021
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