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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 hold 13% of my non-registered account in energy and utilities, spread across the following stocks, with a focus on long-term income.

Would you suggest any consolidations or removal of any of these positions?

AQN, 9.70% of total, 3% gain
CU, 4.78% of total, 3% gain
ENB, 21.43% of total, 31% gain
EPD, 7.50% of total, 2% gain
FTS, 8.14% of total, 1% gain
KMI, 7.54% of total, 6% gain
PXT, 7.19% of total, 15% gain
SPB, 8.48% of total, 3% loss
TPZ, 4.19% of total, 8% gain
TRP, 4.86% of total, 11% gain
WMB, 4.63% of total, 10% gain
ZWU, 11.55% of total, flat

Thanks as always for your excellent work! Aaron







Read Answer Asked by Aaron on March 02, 2022
Q: I have losses in ANRG, AT, CIX, DOO, DSG, NVEI, PIF, SPB, STC, TIXT. Would you add to any of holdings or sell?
In what order would you sell?
Read Answer Asked by David on February 28, 2022
Q: SPB has taken quite a beating missing estimates, trouble with the Kamp purchase ;but has 2 big investors, one being BAM, has experience with growth through acquisitions. I initially bought at
$15.00 and looking at topping up to 3% position. I am a patient investor and like the almost 6.5 % yield with the stock now just north of $ 11.00.
Your thoughts. are appreciated. Derek
Read Answer Asked by Derek on February 24, 2022
Q: Hello 5i, could you please comment on SPB earnings and and potential and whether you feel today's early drop is a buying opportumity for the income portion of a portfolio.

Also, in general , how closely do you feel , relatated to overall Energy Sector perfomance will SPB move over the next few years, Is their acquisition / growth strategy still intact ?

thanks/art
Read Answer Asked by Arthur on February 18, 2022
Q: Hello Peter and Team, a couple questions on Superior.
a. For an investor content to hold this for the 5.6% dividend alone, would you like it here for the long-term - or do you think the share price could drop significantly?
b. If you already owned ENB, FTS, EMA, and AQN, would you see SPB as too much, or unnecessary, overlap?
c. the price chart for SPB in Google Finance is significantly different over 1 and 5 year periods that the charts in 5i. Do you know why? Does the Google chart add back in dividends perhaps?
Read Answer Asked by James on January 18, 2022
Q: could you please rank these from screaming buy to stay away...looking at starting small positions in some of these at current prices...many thanks...
Read Answer Asked by adam on January 10, 2022
Q: In my dividend portfolio, I have half positions in these stocks. Can you put them in order of which you would bring up to a full position first to last in light of their current value? Thanks!
Read Answer Asked by TK on December 21, 2021
Q: I'm interested in freeing up some cash in one of our RRSP accounts and, in order to do so, plan to sell one of the 3 listed companies.
Kindly advise which one you would consider disposing of first and, perhaps, a brief explanation as to why.
Thanks for the help. Richard
Read Answer Asked by Richard on December 09, 2021
Q: Good afternoon,

I came across this article:

https://www.rvtravel.com/expect-higher-prices-short-supply-propane-winter-1023b/

Would SPB be a good way to play this theme? Are there any US alternatives?

Thanks in advance.
Read Answer Asked by Jerry on October 28, 2021
Q: hello, I'm an investor and have profited greatly from your advise and I thank you for it. however in my farming business I am facing some scary propane charges for my grain dryer this fall and was wondering if there was an ETF or stock I could buy to hedge my use this fall. I talked with my futures guy and apparently there's no affordable way to hedge at my scale.
Read Answer Asked by Mark on October 06, 2021
Q: Could you explain your thoughts about SPB,why is it not following energy's rise?
Would you be buying here?
Dividend safe?
Any numbers on Brookfield's share in SPB?
Is Brookfield buying more or selling lately?
You think another company would be a better choice and if so which one?
About GH,at what entry price would be a good buying point?
Read Answer Asked by Josh on October 04, 2021
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