Q: I currently own Enbridge. I am considering selling ENB for Pembina. Enbridge a 7.2% dividend, is so large now, it will take a lot to move its needle. Whereas Pembina has a smaller dividend but is a bit more nibble and perhaps has more upside for it's stock to move higher. Would you agree?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: If only one which would you recommend and why please? Thanks again. Dan
Q: I would like to add to one or both equities.
What is your preference? A short explanation regarding size, dividend safety and possible growth would be appreciated.
Thank you as always.
Albert
What is your preference? A short explanation regarding size, dividend safety and possible growth would be appreciated.
Thank you as always.
Albert
-
Enbridge Inc. (ENB)
-
Pembina Pipeline Corporation (PPL)
-
Hydro One Limited (H)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: What are your 3 favorite choices in each of Canadian pipelines; electric utilities and telecom companies categories for a 5 year hold considering both income and growth?
Q: Seems like a good earnings report today. They seem to be firing on all cylinders right now. Your comments please and thank you.
Q: Good morning all;
I currently own 4 energy infrastructure firms in tax sheltered accounts; amounting to 7% weighting in my portfolio. As part of an overall portfolio review i've concluded I'd like to get that down to 2; for a combination dividends and growth. My question is - which would be your preferred 2 with these parameters.
Thanks as always.
Dave
I currently own 4 energy infrastructure firms in tax sheltered accounts; amounting to 7% weighting in my portfolio. As part of an overall portfolio review i've concluded I'd like to get that down to 2; for a combination dividends and growth. My question is - which would be your preferred 2 with these parameters.
Thanks as always.
Dave
-
Imperial Oil Limited (IMO)
-
Canadian Natural Resources Limited (CNQ)
-
TC Energy Corporation (TRP)
-
Cenovus Energy Inc. (CVE)
-
Pembina Pipeline Corporation (PPL)
-
Veren Inc. (VRN)
-
MEG Energy Corp. (MEG)
-
Parkland Corporation (PKI)
-
Enerplus Corporation (ERF)
Q: Which 3 Canada Energy stocks (besides SU and ENB) do you currently favour for a 5-10+ year hold?
Please feel free to suggest a company not present in the stock list.
Please feel free to suggest a company not present in the stock list.
Q: Your comment on the tax issue regarding Ed’s question today regarding selling ENB to buy another pipeline is bang on. There are several considerations: for a stock to rise 25% to make the switch profitable is quite a challenge and may take years to accomplish ; the 2% differential in yield between ENB and PPL is a ( almost guaranteed) benefit received every quarter, not down the road when sold ; higher growth does not necessarily mean higher share price. Trades like this should only occur when something fundamentally and significantly has negatively happened to the company as many stocks in a sector correlate quite closely to one another. Please shot holes in my discussion. Thanks. Derek.
Q: I currently hold Enbridge in a taxable account and I am thinking of selling it and purchasing a stock in the same sector that has more growth and likely a smaller yield. While I prefer Canadian companies US listed stocks would be considered if they are more attractive.
With appreciation,
Ed
With appreciation,
Ed
Q: I’m an income investor. Basically I live off my dividend stream without the need to touch capital. In this approach, periodically I look for opportunities to bump up my income stream. I see that PPL is pretty close to its highs and that it only raised its dividend marginally last year. This is the sort of situation where I consider perhaps a switch to something paying a higher dividend with a potential of higher stock price appreciation over a longer period of time. I’m thinking of moving into some combination of BNS, ENB, maybe even BCE. what do you think??
-
Bank of America Corporation (BAC)
-
Corning Incorporated (GLW)
-
Pembina Pipeline Corporation (PPL)
-
Wheaton Precious Metals Corp. (WPM)
-
Element Fleet Management Corp. (EFN)
-
Empire Company Limited Non-Voting Class A Shares (EMP.A)
-
Keyera Corp. (KEY)
-
MTY Food Group Inc. (MTY)
Q: I need to raise some cash. Can you rank these investments from your favorite to least favorite currently please and thanks
-
Toronto-Dominion Bank (The) (TD)
-
Bank of Nova Scotia (The) (BNS)
-
BCE Inc. (BCE)
-
Enbridge Inc. (ENB)
-
Sun Life Financial Inc. (SLF)
-
TELUS Corporation (T)
-
Pembina Pipeline Corporation (PPL)
-
North West Company Inc. (The) (NWC)
-
Open Text Corporation (OTEX)
-
Exchange Income Corporation (EIF)
Q: Hello again, I was not very clear on my question re: additions to Canadian dividend growth portfolio. I would like your top 5 preferences out of the 10 stocks listed, which are all currently held.
The suggestions you made are fine and most of those are also held, but for various reasons including existing position sizes I want to add to the group indicated. Thank you.
The suggestions you made are fine and most of those are also held, but for various reasons including existing position sizes I want to add to the group indicated. Thank you.
-
Toronto-Dominion Bank (The) (TD)
-
Bank of Nova Scotia (The) (BNS)
-
BCE Inc. (BCE)
-
Enbridge Inc. (ENB)
-
Sun Life Financial Inc. (SLF)
-
TELUS Corporation (T)
-
Pembina Pipeline Corporation (PPL)
-
North West Company Inc. (The) (NWC)
-
Open Text Corporation (OTEX)
-
Exchange Income Corporation (EIF)
Q: Greetings, the above companies are all currently held (among others) in a Canadian dividend growth portfolio. For new money, what would be your top 5 choices to add to today? Long-term hold, income and stability with growth potential are key criteria. Would also like to maintain some sector diversification.
Thank you.
Thank you.
-
Enbridge Inc. (ENB)
-
TC Energy Corporation (TRP)
-
Pembina Pipeline Corporation (PPL)
-
AltaGas Ltd. (ALA)
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?
Thanks for everything
Dave.
Public Question.
Which two would you keep?
Thanks for everything
Dave.
Public Question.
-
NextEra Energy Inc. (NEE)
-
Enbridge Inc. (ENB)
-
TC Energy Corporation (TRP)
-
Pembina Pipeline Corporation (PPL)
-
Cameco Corporation (CCO)
-
First Quantum Minerals Ltd. (FM)
-
Brookfield Infrastructure Partners L.P. (BIP.UN)
-
iShares Silver Trust (SLV)
-
ChargePoint Holdings Inc. (CHPT)
-
Sprott Physical Uranium Trust (U.UN)
Q: Good Day. Could you please classify the listed stocks into their appropriate GICS sectors? Thank you kindly.
BIP.UN;CA
ENB:CA
PPL:CA
TRP:CA
CHPT:US
NEE:US
CCO:CA
FM:CA
U.UN:CA
SLV:US
IGE: iShares North American Natural Resources ETF.
BIP.UN;CA
ENB:CA
PPL:CA
TRP:CA
CHPT:US
NEE:US
CCO:CA
FM:CA
U.UN:CA
SLV:US
IGE: iShares North American Natural Resources ETF.
Q: Thinking about getting some exposure to KMI. How would you compare Kinder Morgan with Enbridge or Pembina Pipeline in term of risk and capital appreciation potential on a 3 to 5 years period?
Thank you!
Thank you!
-
Suncor Energy Inc. (SU)
-
Enbridge Inc. (ENB)
-
Imperial Oil Limited (IMO)
-
Canadian Natural Resources Limited (CNQ)
-
Pembina Pipeline Corporation (PPL)
-
Tourmaline Oil Corp. (TOU)
Q: thinking of bottom fishing energy with bias to natgas , which producers
would you consider most undervalued.
thanks
would you consider most undervalued.
thanks
Q: Hi Team,
I have a position in PPL and would lean towards switching to TRP since I see more growth in the name at the current valuation.
I owned ENB in the past mostly for its high dividend yield. Would you favor a switch in TRP or ENB and why?
Thank you !
I have a position in PPL and would lean towards switching to TRP since I see more growth in the name at the current valuation.
I owned ENB in the past mostly for its high dividend yield. Would you favor a switch in TRP or ENB and why?
Thank you !
Q: Hi,
Could you please rank ENB, PPL and TRP in order of preference for income with some growth? Is it a good time to be adding to this sector? Thank you in advance!
Could you please rank ENB, PPL and TRP in order of preference for income with some growth? Is it a good time to be adding to this sector? Thank you in advance!
Q: I saw last week that PPL bought some operations from (I believe) Enbridge for app $3.1 Billion. Was there any indication how they were planning to finance the acquisition? I am wondering if they will be selling additional shares in the public markets