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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 am holding TRP 6.1%, ENB 0.5% of portfolio. Considering to sell all of ENB and enough of TRP to invest 3.3% in PPL. Do you consider this a reasonable move or would you recommend a different mix for my pipeline holdings? Should I hold all three? Thank you. Your advise is appreciated.

Werner
Read Answer Asked by Werner on May 19, 2017
Q: sorry if this is a long winded question. after yesterday's pull back and looking like some more today this might be the pullback everyone has called for since the beginning of the year. i've put together a list of companies i'd like to add to if prices got cheap enough. most are are utility/telecom/pipeline names that have done so well for me over the past few years. seeing as these names have benefitted from the low rate environment and possibly people looking for yield (bond alternatives) is this the right strategy going forward? i'm in love with the dividends but don't want to let that skew my investment so i'm looking for your advice. should i be looking at allocating cash to other sectors that might not be impacted negatively by rising rates? i have room to add to my financial, tech, and industrial holdings based on current weighting in my portfolio.
Read Answer Asked by Richard on May 18, 2017
Q: My birthday always prompts an RRSP review and the magic age of 71 is not that far away so I am slowly transitioning from equities to safer, dividend yields as I won't need the funds for quite a while after I have to convert to a RRIF.
I have just initiated good positions in Hydro One and the new ECN preferred. I am looking at Enbridge and Altagas for at least a ten year hold and would be happy with just the dividend. I already have a good chunk of Interpipeline.
Are pipelines in particular and dividend companies in general looking at significant headwinds with interest rates slated to rise, probably quite a bit, over my ten year plus timeframe. I'm looking for investments that I can park and collect without undue concern.
If not them, then who, with the criteria outlined?
Thank you.
Steven
Read Answer Asked by Steven on May 17, 2017
Q: Hi 5i,

I'm looking for some help picking my next 2 or 3 stocks or ETF to add to the income portfolio listed above.I started building this portfolio 5 month ago hoping not to buy at the top. I'm trying to buy 1 or 2 positions every month to average in to the market.
Planned retirement date December 2018.

Thanks in advance.


Read Answer Asked by Stephen on May 05, 2017
Q: Good morning, I have a special cash account which I view more or less as a replacement for a savings account at my credit union so I've focused this account on fairly safe dividend payers with a few growth stocks sprinkled in. I'm planning on selling CGX and will then have enough cash for 3 new positions. In financials I'm thinking of some growth. Would you choose gsy or ecn? In tech. Evertz or ABT? And lastly, Valener,SPB? or Enbridge? Thanks, Rod
Read Answer Asked by Rod on April 28, 2017
Q: Having announced an intention to reduce its holdings in Enbridge Inc. (ENB), has Holdings indicated the extent of the reduction and how the funds will be reinvested? Why would they do this except as part of a long term goal of being an independent conglomerate rather than a funnel for ENB?
Read Answer Asked by Carl on April 25, 2017
Q: Hi,
I have these 4 companies in my portfolio. I try to copy your balanced equity portfolio as much as possible which is why I have ENB, MX and WCP. I added SPB last year on one of your suggestions and I'm up 46% on it.
Do I have too many in this sector and should I sell them, keep them or do you have a better company to replace it with?
Read Answer Asked by Rob on April 11, 2017
Q: I hold the above companies (pretty much at equal weights) in my Utilities portfolio. I need to trim because I am overweight in the sector. Perhaps I should reduce the number of holdings by 1 full position. May I please have your opinion. Thank you.
Read Answer Asked by Terry on April 10, 2017
Q: Enbridge issued a press release regarding an unsolicited mini-tender offer made by TRC Capital to purchase up to 2,500,000 common shares or Enbridge at a price of $53.38 per share which is 4.47% discount as of April 6, 2017 closing price. This type of mini-offers has happened to other publicly traded companies. What are the possible reason(s) for a company such as TRC Capital make an offer at a discount below market and believe this offer would be accepted? Perplexed… Thank you.
Read Answer Asked by Karen on April 07, 2017
Q: Hello Peter:
I see a constant flow of questions about "best growth stock", or "best for Balanced Portfolio", but can't remember one on Income Portfolio stocks. So here it is: could you give me your 3 (stretch it out to 5 if you wish), best stocks for income? The criteria might be:
- amount of dividend/distribution
- safety of the dividend/distribution
- growth potential of the dividend/distribution

I do apologize if this question has been asked and I somehow missed it.
thanks
Paul L
Read Answer Asked by Paul on April 06, 2017
Q: Hello Peter and team, I know you like Endbridge (ENB)very much, you actually have it in two of your model portfolios. According to TMX Money, ENB has a yield of 4.2% and a P/E ratio of 28.0. On the other hand ENF has a yield of 6.2% and a P/E ratio of 15.2. If you had to invest in just one of them today, would you still select ENB rather than ENF? If yes, could you comment on the rationale for doing so. Regards, Gervais
Read Answer Asked by Gervais on April 05, 2017