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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: Tax loss versus growth considerations question. Holding ENB for several years and still below water. Have held PPL for a couple of years prior to recent meltdown and recently decided to sell PPL to realize tax loss using TRP as proxy for next several weeks until 30 day period has expired. Looking at your recent answers to questions on these 3 pipeline operators (I only need two, maybe one) and considering TRP focus on a friendlier fossil fuel firmament USA got me to thinking that maybe I should just hang on to TRP despite Keystone and Crooked Joe threats rather than going back to PPL after 30 day period is up... In your view which of the 3 companies have the better growth prospects in USA space given all three are down in this negative fossil fuel energy space? Portfolio is growth/income focused tilted mostly to equities. Retired but do not depend on portfolio income.
Read Answer Asked by William Ross on August 07, 2020
Q: With a 5-10 year time horizon, can you recommend any dividend stocks which have stable dividends and high yields due to current market conditions? I think that RioCan and Enbridge both fall into this category and would be interested in similar stocks that have a yield in the 8-10% range.
Read Answer Asked by Jamie on August 06, 2020
Q: Looking for a reasonable dividend (>2%) with some growth in a non-registered account. Was thinking of binning PPL and ZRE (down more than 20% on each), harvesting my tax losses, and replacing with PKI and SIS. Would you suggest holding the course, or swapping one or both out for PKI and/or SIS? (I would have considered swapping out for TRI and/or SLF, but am already at 19% financials.) Thank you.
Read Answer Asked by Maureen on July 29, 2020
Q: Own ATE,BAM,BEP.UN,BYD,CPX,DSG,LSPD,PKI,PPL,REAL,SHOP, TFII,VFV,VGG,WSP,VIG, VOO.
I have 8.25 % in ENB with %UNR of -4.57 and 4.32% in PPL with % UNR of -30.67. Should I sell PPL and allocate funds elsewhere? Any sector other than oil and gas you would suggest allocating the funds. Sample of your top picks appreciated.

Thanks for your advice in the past. I like your new offerings. Due for renewable in November will be taking advantage of it.

Roy
Read Answer Asked by Roy on July 20, 2020
Q: Please rate the above for the following criteria (best first):
Safety, valuation, dividend sustainability,long term strength,
thanks
Read Answer Asked by JOSEPH on July 17, 2020
Q: I am curious why the above energy infracstructure supposibly defensive due to their yields have been weak this week.
They took a hit today despite falling yields in cnd and
u.s. bond yields and a slight rise in wti and natural gas prices.




Read Answer Asked by Terry on June 15, 2020
Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .
Read Answer Asked by Roy on May 29, 2020
Q: From other answers to members' questions it seems you feel PPL is a strong Canadian company. Just want to make sure before I take an initial position, keeping the current situation regarding oil in the world in mind, that it's dividend looks safe and it's debt level is manageable. Also, do you think there is a reasonable chance for capital gains in the short and long term? Thanks again for your guidance.
Read Answer Asked by Les on May 13, 2020
Q: Hello 5i,
Thank you for providing a clear and modulated message through the past 2 months.
For a 5-10 year hold could you rank the top 10 highest (TSX) yielding stocks with the safest dividends. ( strongest balance sheet, lowest payout ratio, historical dividend growth, etc).
Could you also rank them separately in terms of bounceback / growth potential over the next 2 to 3 years?
There may be redundancy in this question vs others asked and the 5i portfolios - so please take as many credits as necessary.
Thank you
Read Answer Asked by Delbert on April 28, 2020
Q: On Apr. 1 I sold ENB and PKI for tax-loss purposes and bought, at your suggestion PPL and SPB respectively as proxies. Since then PPL has appreciated 16% vs ENB 5% and PKI is up 20% vs SPB 15%. So thank you very much for those suggestions!
My question is what to do at the end of the month when I can repurchase the original holdings, now that l have a cap gains on both of my "new" purchases (maybe $2,000 total). (I know this is a nice "problem" to have!)
My preference is to buy back PKI because I think it is a better overall company for the long term and less of a commodity type holding. (concur?) My bigger question, I think, is PPL vs ENB. I am a long term investor and while you seem to favour ENB somewhat over PPL you also seem to suggest that PPL has been more oversold than ENB. I'm not one to usually wait and guess for a future price but I am wondering if in this case, I should hold PPL as it may appreciate faster or sell after the 30 day holding period expires regardless because, in the long run, you feel ENB will come out ahead.

Appreciate your insight.

Paul F.

Read Answer Asked by Paul on April 23, 2020
Q: I owned PPL for a few years, and with the sell down of late, I'm interested in adding to my position.

However I'd like your view on: 1. does PPL have sufficient cash flow to maintain the current dividend payout? 2. what about the counter party risk that drove down the share price, how real/or likely is it, or is it just the usual market panic?

Thank you for your insight.
Read Answer Asked by Victor on April 20, 2020
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