Q: I've noted lately that Canadian pipeline company's price appreciation is actually doing better than usual. I currently own PPL, ALA, and ENB, all of which are making good gains, (especillay Pembina). I find this unusual for companies that pay such high dividends.. Just wondering if my observation is correct and if so why is this happening? Also, do you think in the present environment the rate of appreciation of their stock prices will continue upwards for the short and long term?
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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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Bank of Nova Scotia (The) (BNS $79.70)
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Enbridge Inc. (ENB $66.33)
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TC Energy Corporation (TRP $70.80)
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TELUS Corporation (T $22.94)
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Pembina Pipeline Corporation (PPL $52.64)
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Algonquin Power & Utilities Corp. (AQN $8.04)
Q: Can you list some of your favourite Canadian stocks that are eligible for the Canadian tax credit that yield over 4%? I am building a dividend portfolio and have the banks, ENB, PPB, SLF.
Thank you!
Thank you!
Q: Do you think Mr. Buffett would ever try to buy ENB?
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Costco Wholesale Corporation (COST $958.54)
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NextEra Energy Inc. (NEE $76.32)
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Southern Company (The) (SO $94.48)
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Bank of Nova Scotia (The) (BNS $79.70)
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Enbridge Inc. (ENB $66.33)
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Sun Life Financial Inc. (SLF $81.49)
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Dollarama Inc. (DOL $193.35)
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Capital Power Corporation (CPX $59.15)
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Alimentation Couche-Tard Inc. (ATD.A)
Q: In anticipation of a possible recession in the near future, I would like to slowly tweak a few of my holdings. Could you please list some of the best sectors to hold in a recession, and if possible, list a few excellent Canadian companies in each sector and perhaps some US stocks. What may be the worst sectors to hold in a recession? Sorry, this is a big question, but one that I think many members may be thinking about.
Thanks!
Thanks!
Q: Hello 5i
Please comment on the similarities and/or differences of these two companies. I know you like ENB but could EPD be investable also?
Thank you
Dave
Please comment on the similarities and/or differences of these two companies. I know you like ENB but could EPD be investable also?
Thank you
Dave
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Costco Wholesale Corporation (COST $958.54)
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Meta Platforms Inc. (META $754.79)
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Alphabet Inc. (GOOG $206.72)
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Microsoft Corporation (MSFT $507.23)
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NVIDIA Corporation (NVDA $177.99)
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Salesforce Inc. (CRM $248.29)
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Enbridge Inc. (ENB $66.33)
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Constellation Software Inc. (CSU $4,549.91)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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Kinaxis Inc. (KXS $194.59)
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Alimentation Couche-Tard Inc. (ATD $69.70)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
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Crocs Inc. (CROX $86.56)
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Bank of Nova Scotia (The) (BNS $57.63)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
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CrowdStrike Holdings Inc. (CRWD $420.55)
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Digital Turbine Inc. (APPS $4.23)
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Upstart Holdings Inc. (UPST $68.85)
Q: Dear 5i Team,
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
Q: Hi 5i,
I noticed ENB and TRP have both recently issued long bonds out to year 2052/2082. I don't understand the strategy of a 30yr/50yr bond, please explain. I think these were issued to repay a series of "Preferred Shares", which looks to me to be a bit broken. Can you tell me how many other companies are doing this?
I noticed ENB and TRP have both recently issued long bonds out to year 2052/2082. I don't understand the strategy of a 30yr/50yr bond, please explain. I think these were issued to repay a series of "Preferred Shares", which looks to me to be a bit broken. Can you tell me how many other companies are doing this?
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Enbridge Inc. (ENB $66.33)
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TC Energy Corporation (TRP $70.80)
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Fortis Inc. (FTS $70.05)
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Emera Incorporated (EMA $66.33)
Q: Hello Peter,
I am assuming Enbridge and TC Energy are going up due to higher oil prices and fortis and emera are safer places to be. In the long run, should i move some monies from Enbridge and TC energy to Fortis or Emera as they may have higher pricing power going forward when negotiating new rates? Thanks very much
I am assuming Enbridge and TC Energy are going up due to higher oil prices and fortis and emera are safer places to be. In the long run, should i move some monies from Enbridge and TC energy to Fortis or Emera as they may have higher pricing power going forward when negotiating new rates? Thanks very much
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Enbridge Inc. (ENB $66.33)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $83.91)
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Tourmaline Oil Corp. (TOU $57.40)
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Magna International Inc. (MG $63.72)
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Alimentation Couche-Tard Inc. (ATD $69.70)
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Tamarack Valley Energy Ltd. (TVE $5.49)
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Boyd Group Services Inc. (BYD $224.13)
Q: Good morning Peter, Ryan, and Team,
In our combined accounts, we are overweight in the Consumer Cyclical sector, and hold ATD, BYD, CCL.B, and MG. These stocks have been held for some time, so we have reasonable profits in all four.
In order to raise cash for our under-represented energy sector, please rank the four Consumer Cyclical stocks in order of the first to sell or reduce.
Our Energy holdings include ENB, TOU, and TVE. Please suggest three or four stocks in this sector that would be complimentary to the three already held.
Please deduct as many credits as necessary for this somewhat long question, and as always, thanks for your valuable insight.
In our combined accounts, we are overweight in the Consumer Cyclical sector, and hold ATD, BYD, CCL.B, and MG. These stocks have been held for some time, so we have reasonable profits in all four.
In order to raise cash for our under-represented energy sector, please rank the four Consumer Cyclical stocks in order of the first to sell or reduce.
Our Energy holdings include ENB, TOU, and TVE. Please suggest three or four stocks in this sector that would be complimentary to the three already held.
Please deduct as many credits as necessary for this somewhat long question, and as always, thanks for your valuable insight.
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Park Lawn Corporation (PLC $26.48)
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Enbridge Inc. (ENB $66.33)
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Fortis Inc. (FTS $70.05)
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TFI International Inc. (TFII $133.86)
Q: Hi Peter
I have read your report that you have sent over to your customers stating that with this market correction it is time to build, i am with you all the way i am fairly new to this game been in it for only 2 years and still learning alot following your advise. I am at the age of 63 years old , if still healthy my time frame will be 5 years. Stating what you said about the market correction that we are in now, which companies would you feel is something that you can see moving in the right direction or which sector would you recommend? Thks again for everything
I have read your report that you have sent over to your customers stating that with this market correction it is time to build, i am with you all the way i am fairly new to this game been in it for only 2 years and still learning alot following your advise. I am at the age of 63 years old , if still healthy my time frame will be 5 years. Stating what you said about the market correction that we are in now, which companies would you feel is something that you can see moving in the right direction or which sector would you recommend? Thks again for everything
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Costco Wholesale Corporation (COST $958.54)
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Alphabet Inc. (GOOG $206.72)
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Microsoft Corporation (MSFT $507.23)
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Lockheed Martin Corporation (LMT $446.20)
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Enbridge Inc. (ENB $66.33)
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TC Energy Corporation (TRP $70.80)
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Fortis Inc. (FTS $70.05)
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Premium Brands Holdings Corporation (PBH $95.72)
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CrowdStrike Holdings Inc. (CRWD $420.55)
Q: Could I have your best single selection for both US and Canada for a conservative investor in these 7 sectors - energy, global defence, cyber, pipelines, utilities, consumer staples and defensive growth within software tech. Thank you for the help.
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Enbridge Inc. (ENB $66.33)
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Sun Life Financial Inc. (SLF $81.49)
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Constellation Software Inc. (CSU $4,549.91)
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WSP Global Inc. (WSP $285.87)
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Algonquin Power & Utilities Corp. (AQN $8.04)
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TFI International Inc. (TFII $133.86)
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ATS Corporation (ATS $38.06)
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Premium Brands Holdings Corporation (PBH $95.72)
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goeasy Ltd. (GSY $209.13)
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Exchange Income Corporation (EIF $73.55)
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iShares Core Canadian Short Term Bond Index ETF (XSB $26.96)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $54.67)
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Vanguard S&P 500 Index ETF (VFV $158.75)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.51)
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Profound Medical Corp. (PRN $6.58)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
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Vanguard Global Value Factor ETF (VVL $59.14)
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Brookfield Asset Management Inc Class A Limited (BAM $61.06)
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Bank of Nova Scotia (The) (BNS $57.63)
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Nuvei Corporation (NVEI)
Q: If you were to sell any of the above, list in order your top 5 or 6. Or would you keep the portfolio as is for next 3 years.
Roy
Roy
Q: How do you feel about ZWU today? Or would you prefer to own a pipeline company like ENB? Seems the number of anticipated rate increases has fallen in recent days given Russia's war on Ukraine. Looking for price stability and yield. Great service, thanks!
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Suncor Energy Inc. (SU $55.28)
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Enbridge Inc. (ENB $66.33)
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Power Corporation of Canada Subordinate Voting Shares (POW $57.76)
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Pembina Pipeline Corporation (PPL $52.64)
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Veren Inc. (VRN $9.14)
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Algonquin Power & Utilities Corp. (AQN $8.04)
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MEG Energy Corp. (MEG $27.90)
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Whitecap Resources Inc. (WCP $10.20)
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Enerplus Corporation (ERF $26.78)
Q: I have around 15% of my total portfolio value in energy and utilities, spread across the following stocks. I have held most of these positions for quite some time.
Given the considerable rise in the past year (but still quite far off from ATH for some), would you suggest any consolidations or removal of any of these positions?
ENB: 17.72% of total, 44.35% gain
SU: 14.35% of total, 73.34% gain
MEG: 14% of total, 309.59% gain
WCP: 11.55% of total, 249.88% gain
ERF: 8.82% of total, 421.21% gain
CNQ: 8.67% of total, 248.39% gain
CPG: 7.33% of total, 346.70% gain
POW: 6.72% of total, 67.89% gain
PPL: 6.38% of total, 53.52% gain
AQN: 4.47% of total, 4.83% gain
Thanks in advance for the insight and advice!
David
Given the considerable rise in the past year (but still quite far off from ATH for some), would you suggest any consolidations or removal of any of these positions?
ENB: 17.72% of total, 44.35% gain
SU: 14.35% of total, 73.34% gain
MEG: 14% of total, 309.59% gain
WCP: 11.55% of total, 249.88% gain
ERF: 8.82% of total, 421.21% gain
CNQ: 8.67% of total, 248.39% gain
CPG: 7.33% of total, 346.70% gain
POW: 6.72% of total, 67.89% gain
PPL: 6.38% of total, 53.52% gain
AQN: 4.47% of total, 4.83% gain
Thanks in advance for the insight and advice!
David
Q: Starting to look at enbridge for the dividend. Is is sustainable at this payout rate and how does it look for the upcoming years. Thanks.
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Kinder Morgan Inc. (KMI $26.70)
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Williams Companies Inc. (The) (WMB $57.07)
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Enbridge Inc. (ENB $66.33)
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TC Energy Corporation (TRP $70.80)
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Fortis Inc. (FTS $70.05)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $38.55)
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Algonquin Power & Utilities Corp. (AQN $8.04)
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Parex Resources Inc. (PXT $17.10)
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Superior Plus Corp. (SPB $7.43)
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BMO Covered Call Utilities ETF (ZWU $11.47)
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Enterprise Products Partners L.P. (EPD $31.90)
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Topaz Energy Corp. (TPZ $25.31)
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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Bank of Nova Scotia (The) (BNS $79.70)
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Enbridge Inc. (ENB $66.33)
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Fortis Inc. (FTS $70.05)
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Restaurant Brands International Inc. (QSR $87.61)
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Magna International Inc. (MG $63.72)
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Nutrien Ltd. (NTR $80.05)
Q: With intrest rate rising,perhaps faster in USthan Canada Which stocks will benefit and which has more risk but perhaps benefit.
Does Energy stocks still have room to grow?
Does Energy stocks still have room to grow?
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Enbridge Inc. (ENB $66.33)
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iShares Core MSCI All Country World ex Canada Index ETF (XAW $48.95)
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BMO Mid-Term US IG Corporate Bond Index ETF (ZIC $18.50)
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BMO S&P 500 Index ETF (ZSP $97.94)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.01)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $45.29)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.20)
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Vanguard Total Stock Market ETF (VTI $318.18)
Q: 65 yr old retiring this year. I hold the following: XAW (35%), XBB (20%), XIC (12%), CDZ (7%), ZSP (7%), VTI (7%), ZIC, VTI and ENB at 5% each.
In view of the current conditions, would you increase the fixed asset portion and reduce equity? Which ones would you add to and which ones would you reduce/remove?
In view of the current conditions, would you increase the fixed asset portion and reduce equity? Which ones would you add to and which ones would you reduce/remove?
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Enbridge Inc. (ENB $66.33)
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TC Energy Corporation (TRP $70.80)
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Fortis Inc. (FTS $70.05)
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Algonquin Power & Utilities Corp. (AQN $8.04)
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Northland Power Inc. (NPI $22.28)
Q: Could you provide the % age of the bottom line for these co's that is generated by renewables vs hydrocarbons?
Also if possible could you provide their strategic focus - capital investment % on renewables vs hydrocarbons?
I may have the incorrect BAM listed and I may have missed a key player in this domain.
Thank you
Also if possible could you provide their strategic focus - capital investment % on renewables vs hydrocarbons?
I may have the incorrect BAM listed and I may have missed a key player in this domain.
Thank you
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Enbridge Inc. (ENB $66.33)
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Pembina Pipeline Corporation (PPL $52.64)
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TC Energy Corporation (TRP $51.24)
Q: I am considering increasing my investments in pipelines. I am looking at Enbridge but I have noticed over the last 3 weeks a number of analysts on BNN when questioned about Enbridge have indicated that although there is nothing wrong with Enbridge they consider that there at better opportunities in the sector - they seem to talking about Pembina & TC Energy. I would be interested to hear your thoughts. I know that your recent review of Enbridge was B+