Investment Q&A

Q: Good afternoon,
I hold the following stocks in my business account that have a weight of between 6.2% and 8.3%. This account was started in DEC/16 and has increased by 6.7% YTD not including dividends. I want to add six more stocks to further diversify while reducing the percentage per equity down to between 4 and 5%.

My goal is to generate income equal to the amount of corporate tax payable annually. I looks like this can be achievable!

Let me know if I need to share dollar values to help access.


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Thanks,
Raymond

Q: Hi 5i team,

Could you suggest some dividend growth companies that look attractive at current valuations?

Thanks

Q: As a conservative investor/retiree with a diversified portfolio looking for income and some growth, I am considering Enbridge (now own TRP). Sources mention Enbridge's pipeline of growth opportunities and anticipated 10% - 12% annual dividend increases through 2024. These projections "feel" optimistic, given the large debt taken on to acquire Spectra? Does 5i feel the debt/equity mix was appropriate on the Spectra purchase? Does 5i see any reason to be concerned about "culture clash" between the management groups or other integration risk? Thank you for your comments. Edward

Q: Could you pls. provide your current thinking about the Canadian pipeline and related services sector?
Which companies would be in your top 3 and how would you rate today's buying opportunity? My historical context is that PE's are lofty and yields were low but are improving as sector stock values decline. At what point would your top choices be a compelling buy as a long term hold for the income oriented investor?
Thanks, Hugh

Q: Please rank ENB, TRP, PPL, IPL & Key as to their dividend rate, safety of the dividend and the volatility of the share price from best to last. I want to add one of these companies to a RIF. Thanks

Q: Hi Peter,

Could you comment on why TransCanada is holding up much better versus Enbridge during this Energy correction? I hold both equities and considering selling TRP to fund the purchase of ENB.

Thanks,
Angelo

Q: I am considering adding TRP for diversity as a third holding to IPL and PPL which I already hold, despite the lower yield. Do you agree with this choice or do you suggest something else in pipelines.

Q: HI Peter,

I would like to have your view on TCP. I am looking into a position in either TCP OR TRP.

Thanks

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.

Q: Which construction companies do you think will benefit from the approval of the keystone pipeline project? Would stella jones be one of them. Thanks.

Q: Morning :

Which Canadian pipeline offers the best value at the moment ?

Q: Which of these companies do you prefer. ENB or TRP

Q: Hi Peter, Ryan, and 5i Team
I yearn for a position in a pipeline company. Do you think the sector is fully valued at this point, or could one of the group be cheap, or at least be reasonably priced, and provide growth possibilities. I am anticipating that the oil price will increase over the next few years.

Q: 11:31 AM 2/23/2017
Hi Peter:

I don't quite understand your rationale for owning gold bullion, gold streamers or gold miner shares as insurance. Today you said : "The key for 'insurance' such as gold is to own it when you need it, not after." It seems to me that this implies selling your gold at a crisis time since insurance only pays off if the house burns down.

Does this mean you advise actually selling gold positions if the market plunges? Golds get hammered too in crisis situations so may not be winners either. Holding golds through a crisis is almost pointless since if you don't sell you just ride the price up and back down again and almost all golds have trivial dividends, so no meaningful income from them while holding. I just don't see the point. Much better to own BCE or RY or TRP! Would you agree?

Thank you.... Paul K

Q: Hi Team, Is there a Canadian pipeline stock other than TRP which will benefit from the construction of Keystone and completing of DAPL? If there is more than one who benefits the most? Secondly, other than SU which oil companies will benefit the most from Keystone/DAPL?

Thanks Team. May the Force be with you. Chris

Q: Yesterday BNN guest suggested TRP.PR.K to use as a saving account as it is a reset with a minimum 4.5% reset or better. For those of us with excess cash do you recommend using this security as an alternate to a MMF?

QQQX was pointed out to me as an interesting CEF with a 7.1% yield as well as some very interesting growth oriented holdings. What do you think about this CEF?

With thanks

Sheldon

Q: A guest on BNN said this was a new kind of preferred share. Is it a good way to diversify portfolio and gain some yield. What are risks to this investment or is owning common stock of TransCanada a better idea.

Q: With todays actions in Washington and a nice bump in the price of Trans Canada Pipelined ( new 52 week high ) would you expect a pullback while negotiations take place or will overall current performance continue to move the price higher ?

Gerry

Q: You recently answered a question by saying "For pipeline and/or energy infrastructure, we would suggest ENB and/or TRP."

I hold PPL. Do you feel that ENB or TRP are strong enough to warrant selling PPL to purchase one/both of them?

PS: I really like that you respond to questions so quickly.

Q: My energy holdings are ENB, IPL, TRP and PKI. I wish to reduce energy exposure and have targetted IPL or TRP. Div income is not a consideration although held in a non-reg acct. I am in favour of selling IPL however some TRP metrics tell me maybe it should be TRP (TRP ROE = -11%, EPS = -$2.76 although recognize TRP is approx 5x market cap of IPL). Both are good companies and recognize I have some duplication. I welcome 5i thoughts for long term hold based on numbers, projects, etc.