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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: The Expert Guests on the TV and satellite Stock Market Shows. Announce with pride, how they have "exited the energy sector". A recent TV Guest, wouldn't touch Suncor @ $15.00, then proceeded to issue the benchmark "buy" on Apple. I was in line at the time, waiting to fill up at a Petro Canada, along side a truck packed Hwy 401.
Energy has taken it hard as of late and for obvious reasons, but how much of Suncor @ $15.00 is real ? How much if any, is that hydrocarbons are for now, out of fashion ?


Read Answer Asked by Cacey on October 05, 2020
Q: I am fed up with Suncor as an investment. Been burnt so many times with this company. The yield isn't enough to keep me in the stock. Do you see a recovery? Is it already getting set up for a huge tax loss selling candidate? Any ideas of a better company to replace it with? Thanks. Maybe a renewable?
Read Answer Asked by Helen on October 02, 2020
Q: In the non renewable energy sector I own ENB (Ok) in registered accounts and PKI in registered. Together approximately 9%.In energy sector.
When I first bought PKI I looked at it as a mini ATD. After reading recent reports on PKI ie Report on Business and other releases, it appears to be a lot more dependent on oil and gas than I thought. At the same time analysts are upgrading the stock and increasing target prices.
I’m confused. I have a feeling I would be better off investing in renewable energy. I own AQN & BEPC making up 7% in the Utility sector. According to my suggested asset allocation I’m overweight 3% in energy while at suggested allocation of 7% in utilities. What are your views on PKI, selling and moving into other renewable options.
Read Answer Asked by Roy on October 02, 2020
Q: Retired dividend-income investor. Long term holder of TRP. Would the recent decline in share price be attributable to the Biden-Trump debate #1, which analysts say Biden won (therefore putting Keystone XL at further risk) and/or the movement towards the change in sentiment (carbon-based vs renewable energy)?

I normally am a long term holder of core positions, with trimming/adding when rebalancing is required. I was due to add, once TRP came back down to $58. Now it is at $55 and I have adjusted my "adding" target to $50. I am not too far below a full position (at roughly 85%).

I do not plan to sell TRP believing that as the pandemic subsides, the oil & gas industry will recover. However, I am beginning to wonder that I may be better served to allocate these "top-up" funds to the renewable part of the energy sector instead. I also own AQN and FTS.

Your thoughts? Thanks for your help...Steve

Read Answer Asked by Stephen on October 02, 2020
Q: Hello 5i,
I held BEPC in a non registered US account as dividends supposedly were in US dollars. I sold BEPC and added to my BEP in that US non registered account. I also have BEP.UN in a non-registered Canadian account. Should I keep both BEP and BEP.UN or would it be advantageous to sell one of them and add to the other? If so, which one? I have increases in each but am within the portfolio percentage of where I want to be.
Read Answer Asked by STANLEY on October 01, 2020
Q: I own both ENB and PPL and are down 21% and 31% respectively. I keep thinking this has to the bottom for these two low risk pipelines and yet share prices of these two keep on sliding. Would you recommend doing an averaging down at these levels for both, just one, or none?

Of course in my "perfect world" scenario I'm collecting over 8% yield on the new additions for now, and chances for a big rebound in SP down the road. You insight is much appreciated.
Read Answer Asked by Victor on October 01, 2020
Q: Thanks for your response on the renewable power /clean energy participants; it prompted a closer examination of earnings expectations and current rating for each. With certain exceptions it seems to me that i) rerating and price enhancement took place mostly in 2019, ii) that for the most part valuations are now generous and iii) that the participants are primarily utilities such that, absent special situations, sustainable earnings growth will be modest when compared to growing industrials and others with which we have become accustomed. The discount issue then hinges on valuation methodology; their pe/peg ratios are excessive unless the conventions applying to utilities are very different from generally accepted norms, and I am not familiar with accepted cash flow ratios for the sector if these are appropriate and used. What is the generally accepted pricing criteria for these names and customary ratio ranges. Thank you again.
Read Answer Asked by Mike on September 30, 2020
Q: Retired, dividend income investor. Currently own AQN, FTS and TRP. If I wanted to add a 4th name (with a focus on renewables), what would you recommend? It would be mostly in a taxable account, with possibly some in a TFSA account. Or if AQN and FTS are enough names, should I just add funds to them? If AQN-FTS are not enough names, would you consider BEPC or BIPC? I like utilizing the dividend tax credit.
Thanks for your help...Steve
Read Answer Asked by Stephen on September 29, 2020
Q: It looks as though renewable power is becoming politically accepted, with the above as assumed potential sector participants. What is the anticipated growth rate for each and to what extent have each potentially already discounted the coming year's anticipated growth in value. I Look forward to your response.
Read Answer Asked by Mike on September 28, 2020
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