Investment Q&A

Q: I own these 2 companies and wish to consolidate into 1. They overlap in sectors to some degree with their propane distribution business. I like the management of PKI while the Brookfield investment in SPB provides strength.
Which has better growth potential ? How might the Brookfield connection play out for SPB ? In short, which one to keep and why? Thanks Derek.

Q: What is the 12 month outlook for these 2 funds in the Balanced portfolio?

Q: Can we have your take on their 1/4ly report, and prospects going forward.

Thanks

Q: Do you think ATD.B would ever take a run at (or a portion of) PKI?

Q: Is Parkland a buy at this time for a hold of 3 to 5 years . Thinking about adding as I already hold this stock,

Q: Going through all your portfolios looking for a high(er) growth stock with a dividend >1 that I don't already own. Can you please rate the following on a scale of 1-10 (1 being low) for both growth and risk over the next 12-18 months: MG, SLF, PKI, TFI, CCL, PLC, GSY, OTEX. (I note that all but SLF are currently rated 'strong buy'.) And if you have two clear favourites in the preceding list, I would appreciate those being noted separately. Thank you.

Q: in a posting this past week, you indicated that you preferred ATD.b over PKI. Both of the companies sell gas but ATD.b is listed as consumer non-cyl in the balanced portfolio and PKI as energy. Do you see them as similar? Do you see them as picking up once the pandemic is under control? what would be a good entry level price?
thanks

Q: Hi, are higher oil prices a negative for PKI and a likely contributor to its recent weakness.? Thanks.

Q: Which one offers the best return over the next 5 years?

Q: In my TFSA I have 3.4% of PKI. I am thinking of selling it to BYD
I am looking for growth with some safety

Q: I am looking to increase my oil/gas exposure. of the 3 companies on the 5i porfolios, which would you recommend in terms of valuation and potential for growth? If you have any other suggestions please send them.
thanks for your help

Q: I asked a question before Christmas about trimming or dumping my above laggards which I haven’t seen an answer to.
Thanks

Q: In my TFSA I currently hold XBC, SIS, KEY and PKI. My philosophy has been, after an initial investment in XBC, to use the dividends from SIS, KEY and PKI to purchase more XBC. I realize that KEY has the much higher dividend but taking into account safety and capital appreciation would you add to KEY with my 2021 TFSA contribution or SIS or PKI?

Thanks Ken

Q: Doing a year end review of all of my holdings. I would like to reduce my position in several stocks (or eliminate entirely in the case of HR.UN and CPH) in order to raise some cash for increasing my position in several other holdings. Fairly large question, so I will divide it into 2, this for the potential reductions and a further question about the potential adds. Would you please rank these stocks in the order you would reduce or eliminate to raise some cash, starting with the one you would be most inclined to reduce/eliminate. Sector, or large cap/small cap not a concern, as I have a broadly diversified portfolio with a lot (too many, really) of names. Thank you for this, and also for the very good service. My 1st year as a client, and I will certainly be renewing. I have recommended the site to a few friends who also do investing.

Q: What would be your view on PKI today? Would you consider it a buy even if the world is moving towards EV? If your view is not favourable what would you be your energy pick to replace it.
Thank you

Q: I know these are very different companies, but would you pick one over the other? Or do you think a bit of both would make sense? PKI is my only energy holding at this point.

Thanks.

Q: Hi!
Stocks have increased a lot recently and most of the above are well off their lows with stocks like BEP and BIP almost reaching their high of the year. Would you feel comfortable entering new money into the above names for income/growth or wait for a pullback? I know timing the market is next to impossible but do you see this rising market as sustainable and if one waits will the opportunity to enter still at reasonable prices be missed? Also, what are your thoughts on RDVY. It was not listed as a choice on the drop down list.
Thank you!

Q: PKI is down quite a bit today and I don't see any news on it. Any idea why it is down so much?

Q: Can you please give us your thoughts on their 1/4ly releases, Thank You

Q: Can you comment on their earnings?

Thanks