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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 own pxt,su, and cnq. For growth and dividend safety,(pxt) has none), which company do you prefer? Is there any other oil and gas compan worth speculating on?
-asked by Rene
Read Answer Asked by Rene on September 28, 2020
Q: Hi Peter,
In a reply to a question today you said ENB would become a "Cash Flow Monster" if they stopped investing in new growth initiatives. Agree.
1. Would you consider the same assumption for PPL?
2. And if new growth initiatives were/are to diminish over the next 1 -30 years due to the increase in renewables what would you see ENB/PPL most likely doing with the increased free cash flows?
Thanks as always for your perspective.
Read Answer Asked by Dennis on September 25, 2020
Q: I hold PKI and ENB.
What do you respond to those who are saying to let go all fuel related stocks. I was having a conversation today where the other party was hard set on the world going green and will be needing less and less fuel. I think we are at least one decade or two away. What are your thoughts?
Thanks
Read Answer Asked by Marco on September 24, 2020
Q: I have a question about my TFSA - is there decreased value to own US-traded income stocks in a TFSA? If I'm obliged to pay non-resident withholding tax, doesn't that partially defeat the benefit of my TFSA? In particular, I've read with interest the 5i researchers' (the "5iR") position that ENB is generally favoured over PPL presently. Would the 5iR's position change if the holding were in a TFSA? Is the withholding tax a material concern?
Thank you in advance for your advice,
IK.
Read Answer Asked by Ian on September 22, 2020
Q: I think this question may be more about financial statement understanding, or oil & gas reporting specialization, than investment, so it may be beyond the scope of what you can advise?
Kelt's most recent quarterly report includes a $260 million impairment charge on their assets ("CGU") -- that magnitude is huge and is the lions share of their (huge) quarterly costs and loss.
Are you able to provide any explanation or further information about this transaction?

Unrelated, I see today's large insider purchase -- looks like a substantial vote of confidence?

(I have a tiny piece of KEL in my TFSA)
Read Answer Asked by Lotar on September 18, 2020
Q: I am looking for a couple of suggestions for US stocks that would be similar conservative and yield as Fortis on the Canadian side
Read Answer Asked by Terry on September 18, 2020
Q: TD model portfolios removed all the energy and pipeline positions from their portfolios .
Do you think we have reached peak energy Is it a prudent move to remove all pipelines from my portfolio
I am a retired investor and depend on the pipeline dividends for my daily living expenses Your answer would be greatly appreciated
Paul W



Read Answer Asked by Paul on September 18, 2020
Q: Good morning
I like that FRU does not have direct exploration and production risk, and was considering FRU for 'safe' income and some growth in dividend and capital over time. The surprise resignation of the CEO gives one pause. Does 5i have any information on why Thomas Mullane resigned? Does 5i see underlying red flags here? How does 5i rate FRU's overall position in the industry for 'safe' income and some growth in an industry under pressure?
Thank you.
Edward
Read Answer Asked by Edward on September 17, 2020
Q: I have an old small position in Precision Drilling, which I can sell for a tax loss. I have been suffering with this small position so long, now, that I wouldn't like to sell it just when it pops! Any idea what I can watch as indicators regarding where the stock might go in the period of a month? And what would be a suitable placeholder substitute, which might have the same ability to bounce as PD under favourable circumstances?
thanks
Read Answer Asked by joseph on September 16, 2020
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