Investment Q&A

Q: With the recent sell off, what are your thoughts of adding EBN.CA to my portfolio?

Q: Dear 5i,
Is ENB hybrid i.e. 50% Energy / 50% Utilities? This is for allocation purposes in RRSP account. I am underweight in Utilities. but at 4% in Energy, mainly with ENB. Should I add more to ENB considering current price and environment or look at BEP.UN? Thanks in advance for your comments

Q: Canadian pipelines have suffered along with most of the market during this correction. My understanding is that they are protected by take or pay contracts with the producers. In other words you either take the capacity you agreed to or pay for it. The obvious concern here is that the producers opt to do neither, not having the money and facing bankruptcy. My first question is whether this is even true to any extent. Secondly, what would the response of the pipelines likely be? Do they ultimately become owners of non-producing oilfields?

Secondly my understanding is that shipping by pipeline is cheaper than shipping by rail. Given this scenario the remaining product should shift over time from the rail lines to the pipelines, keeping the pipelines full. The loser becomes the rail lines. Do you consider this to be true?

Q: After the "blood in the streets" kind of day we have had today, March 12, was I "crazy" to add to my holdings of the aforementioned? Are their dividends as reliable as I perceive them to be? FYI, I am a year away from retirement at age 60 and value dividend income for a portion of my portfolio.

Q: Hello Team,
Both are large with now, high dividend. Which would you choose for sector exposure and why.
Thank You,
Barry

Q: Hello,
Question regarding the 30 day rule on repurchasing a stock that was sold for a capital loss. I sold Enb.to for a small capital loss in a non registered account.
If I decide to re-purchase the stock within the 30 day period I understand that the capital loss is not allowed, as I sold for a very small loss that really does not matter.
My question is; what if any any other penalty or other issue to consider before re-purchasing (my example enb.to) for a much lower price than I sold it for?

Thanks,
Randy D

Q: These companies are trading at close to 10% yield. The share price is back to where they were ten years ago and the dividends have since doubled. Are these companies not the buy of a generation right now? In my life I will likely never see these valuations again. Or I missing something huge??

Q: With the company size and global oil/gas outlook, would you expect ENB to recover what it has lost over the next 2-5yrs, or do you believe there is some risk they may never fully recover?

Q: What is the dividend for this company please.

Q: has enbridge ever had to cut the dividend?

Q: What do you think of adding 1/3% to ENB in this environment? ENB is currently 3.3% of my portfolio with an average cost of $45.75. Their record of dividend increases is impressive.

Also, is ENB adding many / any Wind or Solar assets to their mix? They hint at this in some communications.

Q: In response to questions regarding pipeline companies, you stated that they depended on volumes rather than price but that if E&P companies shut in production or go bankrupt, volumes could suffer. Do you really think that Canada may have excess pipeline capacity?

Q: The above pipeline companies are still declining. With declining interest rates I might have expected them to recover at least somewhat after the recent sharp declines. What is your perspective on these continuing price declines? Do you think the dividends are reasonably secure?

Q: Enbridge down 16% today. Does the drop in price of oil, really hurt their business that much?

Thanks.

John

Q: Any idea why ppl which currently yields 5.27% was down last week while the above other defensive stocks were up?

Q: It looks as though utilities, and renewable utilities in particular, have taken off, while Canadian pipelines, which are also traditionally stable investments, are either flat or dropping.
Do you have any comments on whether:
1. this is a short term disparity or a fundamental shift,
2. whether one group is better than the others at current prices, and
3. If the recent drop now otherwise creates a good point of entry for any or all?

Q: Why PPL has dropped much less compared to Enbridge

Q: Thoughts on adding to ENB at this time?

Q: Follow up...
ENB or PPL for purchase today?
Tks.
G

Q: Does price of oil directly affect the business of ENB? Or is downdraft just sympathetic to oil price.

How do you feel about a purchase of ENB in this current bedlam?

Tks,

G