Q: TRP’s share volume in NY was 108% above daily average volume today. Is this related to conversion of preferred shares to common? Share price has also declined for several months. Is TRC a good addition to a portfolio that is overly aggressive, and where the investor wants to add some securities to make things less uneven? What are TRP’s prospects vs. KMI and ET. Do you prefer either of KMI and ET over TRP (ignoring dividend tax credit) ?
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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.
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Kinder Morgan Inc. (KMI)
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ONEOK Inc. (OKE)
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Williams Companies Inc. (The) (WMB)
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Energy Transfer LP (ET)
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Energy Transfer Partners L.P. representing limited partner interests (ETP)
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Targa Resources Inc. (TRGP)
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Cheniere Energy Inc. (LNG)
Q: I'm looking for a stable long term hold with some growth and a generous dividend to complement my Enbridge holding? These are all US holdings, do I have to worry about special withholding taxes? Are they suitable for RRSP's?
Q: I have been following KMI for some time. I did own it at one time but sold it on a pop and have been waiting for an opportunity to get back in. Since then, it has been having a good run while paying a substantial dividend. I am wondering if you think there is still opportunity in this name or if I have missed it and should look elsewhere.
Your thoughts will be appreciated along with any alternative suggestions.
Ian
Your thoughts will be appreciated along with any alternative suggestions.
Ian
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Kinder Morgan Inc. (KMI)
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Philip Morris International Inc (PM)
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Royal Bank of Canada (RY)
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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National Bank of Canada (NA)
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Pembina Pipeline Corporation (PPL)
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Capital Power Corporation (CPX)
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Cenovus Energy Inc (CVE)
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Ares Management Corporation Class A (ARES)
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Bank of Nova Scotia (The) (BNS)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi,
Looking for a few less volatile dividend payers with some growth over the next few years to balance some of my growth stocks. Can u recommend 2-3 -either of the stocks I have listed or others I'm unaware of?
Looking for a few less volatile dividend payers with some growth over the next few years to balance some of my growth stocks. Can u recommend 2-3 -either of the stocks I have listed or others I'm unaware of?
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Chevron Corporation (CVX)
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Kinder Morgan Inc. (KMI)
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Altria Group Inc. (MO)
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Prudential Financial Inc. (PRU)
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Keyera Corp. (KEY)
Q: Stop me if you've heard this story this year: I am having a once in a generation year with my portfolio up 50%, a chunk of that driven by Nvidia and its explosive growth. NVDA is now 40% of my portfolio which I acknowledge is insane. But having owned it since 2016 and benefitted massively, I have no intention of selling it, at least not yet. The rest of my portfolio is made up of successful U.S. and Canadian tech, and, on the other end of the scale, conservative, low beta, mostly Canadian dividend payers. They provide ballast to my tech/NVDA risk. Getting to the point: I have $35K to invest and it should be directed to the conservative part of my portfolio. What names would you suggest that tick the following boxes: +4 % well-covered yield, slow but steady share price growth, solid fundamentals, probably Canadian though open to U.S. stocks, irrespective of sector. In the conservative part of my portfolio I already own: all 6 big banks, FTS, ENB, GRT.UN, BAM, BRE, EIF, FC, FFH, PPL, SLF, TFII, TRI.
Apologies for the windy question and thanks!
Apologies for the windy question and thanks!
Q: Hey 5i,
Thinking about my pipeline exposer in the US. I would like to know your favorite and what you think of kinder and Plains. Great service you have.
Thinking about my pipeline exposer in the US. I would like to know your favorite and what you think of kinder and Plains. Great service you have.
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Chevron Corporation (CVX)
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Kinder Morgan Inc. (KMI)
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Enbridge Inc (ENB)
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TC Energy Corporation (TRP)
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Cheniere Energy Inc. (LNG)
Q: Hi,
Considering we a likely to see a continued increase in demand for Nat Gas given the number of LNG ports being brought online in the US, which would be your picks if looking to partake in what might be future gains and over what sort of period would you expect these potential gains to evolve?
Many thanks for all your insight!
Dawn
Considering we a likely to see a continued increase in demand for Nat Gas given the number of LNG ports being brought online in the US, which would be your picks if looking to partake in what might be future gains and over what sort of period would you expect these potential gains to evolve?
Many thanks for all your insight!
Dawn
Q: I always like following the Form 13F SEC disclosures in the USA made by major investors. One of the guys I follow is Stanley Druckenmiller (Duquesne Family Office). I note that he has recently taken a new position in Kinder Morgan. Can I have your thoughts on this name for a new buy? Thank you,
Jason
Jason
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KeyCorp (KEY)
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Kinder Morgan Inc. (KMI)
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PPL Corporation (PPL)
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AltaGas Ltd. (ALA)
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Emera Incorporated (EMA)
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Capital Power Corporation (CPX)
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Gibson Energy Inc. (GEI)
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Tucows Inc. (TC)
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Enbridge Inc (ENB)
Q: What are your total return estimates (per year) for the above Utilities over the medium term (3-5 yrs.)?
Pls. include any utility that I have missed that would crack the top 3.
Are there any of the top 3 that would come with elevated risk?
Thanks, Hugh
Pls. include any utility that I have missed that would crack the top 3.
Are there any of the top 3 that would come with elevated risk?
Thanks, Hugh
Q: Thinking about getting some exposure to KMI. How would you compare Kinder Morgan with Enbridge or Pembina Pipeline in term of risk and capital appreciation potential on a 3 to 5 years period?
Thank you!
Thank you!
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Kinder Morgan Inc. (KMI)
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ONEOK Inc. (OKE)
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Williams Companies Inc. (The) (WMB)
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Energy Transfer LP (ET)
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Enterprise Products Partners L.P. (EPD)
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Cheniere Energy Inc. (LNG)
Q: Hello 5i Team
Could you please review the three listed US Oil & Gas midstream companies which are not MLPs?
Please rank in order which would be the best company(s) for allocation of capital.
Are there any other US C-Corporation midstream companies which I should be reviewing?
These would be held in a US dollar denominated RRSP account for long term growth and income.
Thank you
Could you please review the three listed US Oil & Gas midstream companies which are not MLPs?
Please rank in order which would be the best company(s) for allocation of capital.
Are there any other US C-Corporation midstream companies which I should be reviewing?
These would be held in a US dollar denominated RRSP account for long term growth and income.
Thank you
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Dow Inc. (DOW)
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Kinder Morgan Inc. (KMI)
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Altria Group Inc. (MO)
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Verizon Communications Inc. (VZ)
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Williams Companies Inc. (The) (WMB)
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Kinetik Holdings Inc. Class A (KNTK)
Q: By the end of this year, I will set up a RRIF. I would very much like to have dividends fund the expected withdrawal of 5 to 6%. There are many TSX stocks which will help achieve this goal. For example, ENB, BCE, BNS, CM, PPL, MFC, SLF etc. Currently, my RRSP is 67% CDN$ and 33% US$. I am having great difficulty finding anything in US$ that comes close to the dividend yield offered by the CDB$ stocks that have listed. BTW, my CDN$ would have about 15 positions. Big Question: How to achieve my goal with the US$ component of my RRIF? One obvious option is to move to funds CDN$, but that goes against country diversification which you often note. I am not very keen on US stocks or ETFs that pay a 2.5% dividend. Your thoughts and recommendation would be greatly appreciated. Thanks Dan.
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EQT Corporation (EQT)
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Kinder Morgan Inc. (KMI)
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Tourmaline Oil Corp. (TOU)
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Cheniere Energy Inc. (LNG)
Q: Can you recommend North American companies that are largely or wholly involved in natural gas.
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Hasbro Inc. (HAS)
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QUALCOMM Incorporated (QCOM)
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Skyworks Solutions Inc. (SWKS)
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AbbVie Inc. (ABBV)
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American Tower Corporation (REIT) (AMT)
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Bank of America Corporation (BAC)
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Discover Financial Services (DFS)
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Duke Energy Corporation (Holding Company) (DUK)
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Corning Incorporated (GLW)
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Kinder Morgan Inc. (KMI)
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Lowe's Companies Inc. (LOW)
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Verizon Communications Inc. (VZ)
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Williams Companies Inc. (The) (WMB)
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Grupo Aeroportuario Del Pacifico S.A. B. de C.V. de C.V. (each representing 10 Series B shares) (PAC)
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nVent Electric plc (NVT)
Q: Hi team,
I recently trimmed my position in NVDA and I would like to add the proceeds to my dividend income.
I currently owe BAC, BX, DFS, DUK, HAS, GLW, KMI, NVT, PAC, SWKS, VZ, WMB AND ABBV for dividend and some growth. I would like to add one or more US company to this list.
Any suggestions to add to this list? And, what company would you replace in this list if you have any concerns?
Oh, I'm not a big fan of tobacco companies.
Thank you for the great service and I really appreciate your insights.
Stephan
I recently trimmed my position in NVDA and I would like to add the proceeds to my dividend income.
I currently owe BAC, BX, DFS, DUK, HAS, GLW, KMI, NVT, PAC, SWKS, VZ, WMB AND ABBV for dividend and some growth. I would like to add one or more US company to this list.
Any suggestions to add to this list? And, what company would you replace in this list if you have any concerns?
Oh, I'm not a big fan of tobacco companies.
Thank you for the great service and I really appreciate your insights.
Stephan
Q: In a question today you included PPL as a potential takeover. Why did you include PPL and who do you think would be the interested party?
Q: KMI is trading at a fairly high P/E for a pipeline company but it has an attractive yield. Do you see this as a good entry point?
Thanks for your thoughts.
Ian
Thanks for your thoughts.
Ian
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Kinder Morgan Inc. (KMI)
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Williams Companies Inc. (The) (WMB)
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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Fortis Inc. (FTS)
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Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Algonquin Power & Utilities Corp. (AQN)
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Parex Resources Inc. (PXT)
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Superior Plus Corp. (SPB)
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BMO Covered Call Utilities ETF (ZWU)
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Enterprise Products Partners L.P. (EPD)
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Topaz Energy Corp. (TPZ)
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
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
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Chevron Corporation (CVX)
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EOG Resources Inc. (EOG)
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Kinder Morgan Inc. (KMI)
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Marathon Petroleum Corporation (MPC)
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Exxon Mobil Corporation (XOM)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Pembina Pipeline Corporation (PPL)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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TC Energy Corporation (TRP)
Q: Hi,
I need a good dividend energy stock, with some growth, and limited volatility, for the next couple years? Can you give me 2 of your favourite CDN and 2 US picks?
I need a good dividend energy stock, with some growth, and limited volatility, for the next couple years? Can you give me 2 of your favourite CDN and 2 US picks?
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Kinder Morgan Inc. (KMI)
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Altria Group Inc. (MO)
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Pfizer Inc. (PFE)
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Verizon Communications Inc. (VZ)
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Williams Companies Inc. (The) (WMB)
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Royal Bank of Canada (RY)
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Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Restaurant Brands International Inc. (QSR)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: Can you give me a list of 5 Canadian and 5 US stocks that you would recommend with yields above 3%.
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QUALCOMM Incorporated (QCOM)
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AbbVie Inc. (ABBV)
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Dow Inc. (DOW)
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International Business Machines Corporation (IBM)
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Kinder Morgan Inc. (KMI)
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Altria Group Inc. (MO)
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Pfizer Inc. (PFE)
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Verizon Communications Inc. (VZ)
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Williams Companies Inc. (The) (WMB)
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Western Union Company (The) (WU)
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Lumen Technologies Inc. (LUMN)
Q: Hi, as a retired couple looking for US div. Co.s for income and safety, please list from best to worst and those not to buy or your own preferred picks, thankyou