Q: I need to decrease my energy and energy related exposure. Thinking of the next 3 years, can you recommend 2 stocks from this list to sell? Or am I better off to just sell a portion of each one?
SU CNQ TOU ARX ENB TRP PKI
Thank you
Q: My wife and I hold a blend of mainly dividend paying blue chip Canadian stocks (examples shown) in a diversified equity/fixed income portfolio. PE ratios on some of our dividend payers seem enticing to add to. As retirees with a reasonably conservative approach, what sectors does 5i feel have the best opportunity for P/E margin expansion over the next several years, assuming no 'abnormal' (whatever that is) market volatility and some moderation of interest rates? Consistent with the margin expansion theme, would 5i suggest we add to our existing dividend payers, or to more growth-oriented names like BN group?
Q: Current overall portfolio weightings in energy and utilities sectors are as follows: ENB 2.5%, ALA 1.5%, TRP 1.5%, SU 1.5%, BIP.UN 1.5%, PD .75%, TOU .75%, CNQ .5%. Please comment on any possible additions, deletions, switches, increased/decreased weightings, considering a long-term (10 year) time horizon and the impending South Bow spinoff involving TRP
Q: Today shareholders approved the TRP spin off of South Bow. Will this ultimately unlock additional value for TRP shareholders and if not, would it be better to sell before the spin off? If its a sell, would CNQ be a good replacement in the same space? Can you suggest any other companies in the same space with a stable and growing dividend? (I already own ENB and Pembina).
Q: Now that the spin off has been approved, which of the two entities do you prefer for an investment? Or do each have their strengths and you like both but for different objectives (if yes, what type of portfolio does each belong in?).
Is one likely to carry the debt burden more than the other?
Thank you as always!
Q: Long time holder of TRP. Now that the spinoff is approved, do you suggest we simply wait for the process to unfold, resulting in owning both TC Energy and SouthBow?
My understanding is TRP is the gas-nuclear entity and is considered to be the more conservative, while SB is the oil pipelines and considered to more aggressive of the two.
Any idea of the post split dividends for each company? I understand the cumulative dividend is supposed to be the same as pre-split.
Also, I own TRP in both an RRSP account and a Cash account. Keep all 4 post-split equities or does the account type lead you to suggest a different strategy for RRSP vs Cash?
Q: Has the date been announced when the South Bow Corp will be spun out of TC Energy? Just wondering if it will be before or after the next dividend record date at the end of June. Thank you
Q: Hi Folks,
I am thinking of selling either ENB or TRP and buying CNQ as a replacement for some more growth. Which do you feel is the better stock to keep today, ENB or TRP. This would be in my TFSA.
Thanks
Q: Hi folks
I am thinking of selling TRP and ENB and replacing them with CNQ in my TFSA.
May I have your opinion on the switch. Just looking for a little more growth.
Thanks,
Q: Could you please suggest 3-5 of the 'safest' products that provide a 7% yield. They could be stocks, preferred shares, corporate bonds, GICs... whatever. No specific time horizon. Could you please list them in order of safety. Thank you very much.
Q: Hi, I’m wanting to replace Trp as I’am losing confidence in the stock, and I already have Enb.
Sector not an issue, so could you recommend something from your income or balanced portfolio that you like going forward. I’m thinking more in line with a stock that may do better if we do get a market correction. (My first thought was something like ATD). Could you give 3 picks
Thanks
Q: I own all of the above. I am up with PPL and ALA and about break even with ENB and TRP. I feel too much pipeline exposure??
Which two would you keep?