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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: Hello 5i Team

I currently hold Enbridge (ENB) and looking selling 50 % of my ENB holdings and purchasing Gibson Energy (GEI). The resulting portfolio would have 2 GEI shares for every 1 ENB

Overall my total dividends do not change significantly as the ratio of ENB dividend to GEI dividend is 2.28 (0.8875 / 0.39 = 2.28).

ENB raised their dividend 3.20 % in 2023 versus GEI which raised their dividend 5.48 %. My thoughts are ENB will continue to raise their dividend by 3 % per year (slower growth) and GEI will continue to raise their dividend by 5 % per year.

Is this a reasonable course of action or should I continue to hold a larger portion of ENB and ignore GEI?

Thanks
Read Answer Asked by Stephen on March 27, 2023
Q: Hi 5I. I have bought Gibson Energy around $21 a few times and within 6 months it gets up to $24/25 or more and I sell it. I see it as a safe risk/reward play. At sub $22 per share Gibson pays a 7 per cent plus dividend that I think is pretty safe (what is the current pay out ratio?) I am happy to collect a decent dividend and patiently wait for the stock to appreciate. If it languishes I am fine with the divvy. I don't see that much more downside to Gibson. A couple of years ago it did dip under $20 VERY briefly. What is your opinion on Gibson Energy as a safe place to park some money when it trades under $22?
Read Answer Asked by Paul on March 17, 2023
Q: Please recommend 5 CAN and 5 US companies who have good both P/E/G and P/FCF ratios. Thank you.
Read Answer Asked by Dev on March 13, 2023
Q: Good Morning,
I am under water with both isv and et and would like your opinion on their growth profile for the coming year. Also is there any possibility that they might increase their dividends this year? Do you think that et might give a special dividend this year?
Also, I am considering investing in gei. What do you think of this company?
Thanks for your advice.
Jane
Read Answer Asked by Jane on February 01, 2023
Q: Please rate in order picks for dividend income and growth
Read Answer Asked by Gerald on December 14, 2021
Q: I was going to sell 2 energy stocks . I am underweight in industrials, materials consumer discretionary and consumer staples.
Could you recommend your top two Canadian companies in each sector for growth.
On the other hand would it be just as well or would you favour Canadian ETF for each sector and could you list your favorite for each sector?
Thanks
Jeff
Read Answer Asked by JEFF on December 06, 2021
Q: Good Morning 5i,
I would appreciate knowing your outlook for Gibson Energy (GEI). In the past couple of months there was an article in the Globe & Mail that there could be more to come on the M&A front. It listed several companies that could be up for sale and GEI was one. The article said that GEI management was looking out to improve shareholder value and company sale (not just assets) wasn't out of the question. Since then GEI has become the first energy company in North America to link it's credit facility to meeting sustainability objectives. The stock has not performed as well as other energy stocks during this time and I have continued to hold it for the potential takeover aspect. Do you consider a take over is possible and if so, what companies do you consider would be potential candidates to takeover GEI? Thanks
Read Answer Asked by Gordon on May 19, 2021
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