Q: So I’m sitting here day dreaming about SOBO. I understand Keystone XL is now their “ asset “ and wondering about possible scenarios under Trump. If he again OK’s it , would the stock move and in what direction, will it get built, is it still needed , would it be doable for this size company , etc ? Needing to add to my list of high dividend stocks, SOBO interests me and wonder what this sizeable project would have on the stock. Thanks.Derek
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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 would like to sell SPB. I have a small position in SOBO so wondered if this is a good replacement for SPB ? This is for a RRSP account .
Thanks
Thanks
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Canadian Natural Resources Limited (CNQ)
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Dollarama Inc. (DOL)
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Propel Holdings Inc. (PRL)
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South Bow Corporation (SOBO)
Q: In an unregistered account, what order would you add to PRL, DOL, SOBO, CNQ for a long term hold? Thank you.
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Imperial Oil Limited (IMO)
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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South Bow Corporation (SOBO)
Q: For and RRSP long term hold with drip on, what would be your choice in the oil/pipeline industry? With the new admin coming in on Jan20th south of us and hopefully an election here how could that affect this industry. FTS is already owned in the account. Thank you
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Construction Partners Inc. (ROAD)
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IES Holdings Inc. (IESC)
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Applovin Corporation (APP)
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South Bow Corporation (SOBO)
Q: I have the above stocks on my watchlist. They are all coming into the range that you have suggested in the past. Do you think they are buyable at current prices, APP for medium term, the others medium to long term (SOBO long term) which order would you add, and what percentage of the portfolio would you be comfortable with as a starting position? Thanks!
Q: Hi Guys
I hold AltaGas and was thinking of swapping for South Bow. Thinking better dividend at a minimum. What are your thought on this switch for a long term hold. Which do you think will have teh better overall return 5 years out?
Much thanks
Stuart
I hold AltaGas and was thinking of swapping for South Bow. Thinking better dividend at a minimum. What are your thought on this switch for a long term hold. Which do you think will have teh better overall return 5 years out?
Much thanks
Stuart
Q: Good morning,
About a month ago I took a tax-loss sale on BCE. Was a ~ 2% weighting. My 30 day "waiting period" is up this Friday, and now I am undecided as to buy it back, initiate a 2% position in SOBO, or do 1% BCE and 1% SOBO. I know you don't love to comment on portfolio weightings, but if you were me, what would you do?
Thanks as always.
About a month ago I took a tax-loss sale on BCE. Was a ~ 2% weighting. My 30 day "waiting period" is up this Friday, and now I am undecided as to buy it back, initiate a 2% position in SOBO, or do 1% BCE and 1% SOBO. I know you don't love to comment on portfolio weightings, but if you were me, what would you do?
Thanks as always.
Q: Looking at SOBO to replace BCE which am selling ( for tax loss ). Suppose Trump restarts the Keystone XL permit process. Would SOBO be interested and what would be the effect on the stock do you think.? Thanks. Derek.
Q: Why big price drop today?
Q: Which do you feel will provide the biggest long term gains including dividend and capital gains?
Q: Hi - When I see a yield as high as SOBO's is, I think a dividend cut is possible. What are your thoughts on the sustainability of such a high dividend? What is the approx payout ratio?
Q: I now hold TRP & SOBO in both my TFSA & and my cash account. I would like to consolidate the SOBO into one account. Any tho'ts. or suggestions on where on where it might be best to hold the SOBO going forward? Most of my pipeline holdings are in PPL and am happy in its distribution in my different accounts. Thanks, Bill
Q: I have a question about South Bow- Are they a true pipeline company only? In the event the price of oil rose, would they benefit from that, or do they get paid the same shipping a $70 barrel vs a $100 barrel? If the same then I feel it is a volume game, they get more revenue for extra barrels they ship. And the yield and price likely remain stable if WTI rises dramatically. If so then this is a pure income play not capital gain added on top. Thanks
Q: Valuation: At a 2.80can div I value the stock at 40 about 7.1%. So is it under valued or just asset growth misunderstood ie add value within its now unrestricted markets? Its oil provide cash to amp up non oil feeders.
Q: After the run up of CEU, do you think a switch to SOBO makes sense? I'm looking for long term 8-10% total income annually.
Q: Good morning,
Just looking for confirmation of the recently-announced TRP and SOBO dividends.
I see TRP @ C$0.823 for an indicative yield of 4.85%.
I see SOBO @ US$.50, for an indicative C$ yield of ~ 8.5%.
It would seem to me that if one is + on the space, given recent analyst estimates for both companies, owning both makes sense over the near-term. While I like the SOBO yield, I had forgotten that the TRP yield would drop a bit.
Thanks as always.
Just looking for confirmation of the recently-announced TRP and SOBO dividends.
I see TRP @ C$0.823 for an indicative yield of 4.85%.
I see SOBO @ US$.50, for an indicative C$ yield of ~ 8.5%.
It would seem to me that if one is + on the space, given recent analyst estimates for both companies, owning both makes sense over the near-term. While I like the SOBO yield, I had forgotten that the TRP yield would drop a bit.
Thanks as always.
Q: I'm trying to get my portfolio up to date on Quicken. Having a problem finding the value of SOBO as of the date of the spinoff.
Thank you.
J
Thank you.
J
Q: I have SOBO, TRP, and ENB. I need to trim my positions. If I wanted to keep my ENB and was aiming for the best diversification, which would make sense to trim: SOBO or TRP. Thanks.
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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South Bow Corporation (SOBO)
Q: In view of the trump win I wonder if I should switch my Bepc in my RRIf into Sobo?
Looking for income and a little growth.
What do you think oh the idea?
Looking for income and a little growth.
What do you think oh the idea?
Q: Good Morning,
Any idea when South Bow will announce dividend yield?
Stephen
Any idea when South Bow will announce dividend yield?
Stephen