Investment Q&A

Q: hello 5i:
We have about a 2% position in ENB. While looking to add to our present position, I did a quick comparison with TRP and PPL. Using P/S, PE, P/CF, P/B, P/FE and Earnings Yield, it appears that PPL is the cheapest when current valuation is compared to 5 year averages. I know that you've recommended ENB as your favourite in this space and am wondering why, assuming my numbers are correct (derived from Morningstar). Can you enlighten me, as I know the future is more important than past metrics? Also, Morningstar has a -2.09 Earnings Yield for PPL. Is this correct and how is that possible?
I am willing to sell ENB and invest in only one of these companies (have held ENB for approximately 12 years, so obviously favour buy and hold).
thanks
Paul L

Q: Can you comment on Nuvista's latest earnings? Thank you.

Q: Good Morning: I own some shares of ppl.pr.e and am thinking that I would like to sell them and buy ppl. At the moment the yield on ppl is actually higher than that for the preferred. Granted that the preferred offers, theoretically, more security, while the common shares offer more opportunity for share price growth, do you have an opinion on a course of action here. What is your opinion on ppl at the moment. As always, thanks.

Q: Hi, significant selloff on INE earnings, we’re the results that bad and is the dividend still reasonably secure.

Q: The one year chart for this company looks positive. Do you think there may be some further gains and growth possibility and do have any cautions/reservations?

Q: I cannot understand way arx is going down in price while everything seems to be in their favor like dividend increase and plenty of buy recommendations.Would do you think ?
Al

Q: Hi 5i
Gibson Energy (GEI) has been quoted as being open to a sale and Keyera (KEY) has been mentioned as the next midstream target for a consolidation in the industry. Now that Pembina Pipelines (PPL) has walked away from the IPL takeover, do you see PPL looking at Keyera and/or Gibson Energy (GEI) as potential takeover targets? Thanks

Q: What theoretical price should this be trading at with todays 73.85 oil price.

Q: Good Day Thinking of going back into the energy sector. These are my favourite small caps.. May I please have your thoughts or your picks .Thanks

Q: Hi team,
Gear released it's Q2 numbers today which look strong and with the debt being paid off rapidly with the generated cash flow. What are your thoughts on the latest quarter,could they be a take over target and today on BNN Eric Nutall called for a possible double within a year. Realistic or to "rosy"?
thank you,
Jean

Q: Could you comment on BTE's earnings, and its debt reduction efforts?

Q: Now that these two companies have reported and they've been consolidating somewhat, what is your opinion of both and is it a good time to start accumulating? Thanks!

Q: Comments on the quarter?
Also I’m considering adding to a half position but am leery of this becoming a value trap due to market sentiment. Your thoughts would be greatly appreciated.

Q: Hello, I have 5000 shares of IPL with an AVG cost of $ 22.50... Would you suggest that I sell at the current price, book the loss and an opportune time buy BIPC? Or, tender the shares for BIPC when it closes?
Thanks
Carlo

Q: thoughts on the quarter please? Thx

Q: What are your thoughts on the recent acquisition and offering. I would have expected a pop as its 35% accretive. Yet it opened down significantly this morning, guessing due to the debt being taken on.

Q: thoughts on the quarter please?

Q: The energy sector has been doing ok in the last week, buy MEG seems to be underperforming greatly compared to the sector. Any thought on why this is happening. Thank

Q: Have reviewed from report on BEP.UN.CA. Already have a large position in Fortis and AQN..T Reasonable to add BEP.UN,CA, or drop one of the others ? Await your comments ,

Q: Hello! If you had to pick one, which would you side with and why?