Investment Q&A

Q: I am currently considering selling Transcanada for a small tax loss-$2000- and immediatly buying Enbridge. This would give me a rather large allocation to Enbridge, which I currently own, as well.

Just wondering whether it was worth the trouble. And possibly the risk of having a large allotment to one stock. Do you think Enbridge has a big chance of rising much more than TRP? or, are they likely to rise at the same pace? (that is, of course, if they rise).

I guess I am asking you to put your magical, look into the future glasses on here, but I am sure you would have a better idea than me on this.
thanks once again

Q: What do you think about this giant ENB transaction?

Q: HI PETER, I have all these 4 and all are down from buy price ( in varying %), Do you recommend adding new money to this sector. If so, which would be preferred? Would you suggest keeping all 4 or can be consolidated to 3 . Please rank best first. \thanks

Q: Have a loss in ALA (and ALA-R) and am considering selling it and replacing with ENB. Could always use the tax loss. Do you think this is worthwhile strategy. Do you prefer ENB to ALA. If so why or why not? Growth is more important than income at this time in our life. We follow your balanced portfolio but had ALA prior to joining and have not switched it out.

Q: Please comment on Enbridge's recent asset sale. I am thinking about adding them to my portfolio and think that this can be a strong outperformer once the market starts to have a little more buy-in again. I am looking at both ENB and CGX and want to add one for a combination of both growth and income. I just feel both have been beaten down so much and are presenting great value right now. Would you prefer one of the other? Or do you think they are going to be in the dog house for a while longer? Thanks.

Q: Retired and looking to move 125,000$ to unregistered invest. from fixed income to benefit from dividend tax credit. Can you please suggest 5 or 6 stocks with combination of groath and dividend?
Thanks
Sherrill

Q: With the current difficulties with pipeline development and the negative view of oil sands, how do you view the risk profile of the pipeline business in general and would you rate the risk differently for these three companies?

Q: I hold ENF for income. I was thinking of switching to ENB for a better growth component now the yield gap has closed, but I read that funding of capex could become a problem for ENB. You recently said ENB was safer than ENF. I am wondering why since ENF has essentially no debt and no capex beyond funding the ENB dropdowns.

Q: Hi Guys,

I own an Enbridge preferred share (ENB.PR.Y) which currently has a dividend rate of 5.285%. I am considering selling this preferred and buying the Enbridge common which has a current dividend rate of 7.055%. My motive for doing this is additional income and possibly higher capital gains in the future. I have no other investments in Enbridge and my stock allocation in pipelines can handle the change. I plan on purchasing a different company’s preferred share to make up for the loss of the Enbridge pref.

My questions are as follows:
1-From a safety of capital point of view, how much more risk do you think I will take on?
2-From a safety of income point of view, how much more risk do you think I will take on?
3-Do you see a downside to this move?

Thanks for the help.
John

Q: Hello Peter and 5i team,
What is your view of the wine industry in general and Andrew Peller in particular? A news article says that wine prices are set to rise as bad weather brings the worst harvest in 50 years to the industry leaders in France, Spain, and Italy. California was hit by wild fires and climate change is hurting other countries. Is this a positive or a negative for the Canadian wine industry?

I hold ADW.A in myTFSA and it has risen to an 18 % weighting. If I trim some ADW.A, which of the following would be your top pick for growth: BBU.UN, ENB, SYZ, Or GUD

Thank you very much for your opinion

Q: Hi, 5i!
We have 10% of our portfolio in CPD... What do you think of selling half of this position, 5% of the portfolio, and replacing it with ENB (Enbridge), say, and/or another "hard to ignore" etf (recently Ryan, in an Etf & Mutual Fund article, identified 3 "hard to ignore"opportunities: CPD, VOX and ZUT)? Please note: we hold the Balanced Equity portfolio, so already have 2% of the Canadian part of our portfolio in ENB.
Thanks!
Rod

Q: Why are you not adding to your holdings of Enbridge in the Balanced Equity portfolio which represents 1.94% of this portfolio. Do you not view this as a buying opportunity. Thanks. Gerry

Q: I hold these 3 bowzers and am obviously getting whipped. Is there any sound logic in combining the 3 into just one of them and that one would have the highest probability of the quickest recovery? I would turn to 5I for advice on which one that would be.

Carl

Q: I see that you recommend holding onto Enbridge preferred shares. Do you recommend the same for common shares? Im down about $2 on them right now, but have many years to sit on it and collect using the DRIP.

Q: I currently own kwh in rrsp,Thinking i should trade for enb on a risk reward basis considering div. on enb is north of 7% now. Thoughts on both cos.?will both sink in a rising rate enviroment. Thanks in advance, Mike

Q: You are still holding ENB even though the stock has declined over 20%. At what level would you be selling at this point considering interests rates will be rising which should add pressure to the stock?

Q: I have owned this security since inception would you suggest to continue to hold till maturity or just sell with the issues now facing enbridge?

Q: good morning:
bad news is all that Enbridge keeps getting all the time. stock gets some footing and then gets smashed time and time again. Just wondering your thoughts on the Minnesota news this morning concerning pipeline? this one sure takes patience

Q: Over the past year it seems like most Canadian pipelines are buying a major US pipeline: Altagas, TRP, Enbridge, Fortis, Emera, Pembina, other? Why does this suddenly make economic sense, what makes US purchases so affordable?

Q: Is it a mistake to own both ENB & ENF? If I need to drop one which ome should I sell? I bought both of them for income purposes.