Q: Peter; If PPL loses the IPL fight what do you think the stock would do ? Thanks. Rod
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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.
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Exxon Mobil Corporation (XOM $124.61)
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Suncor Energy Inc. (SU $65.00)
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Enbridge Inc. (ENB $63.54)
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Canadian Natural Resources Limited (CNQ $44.62)
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Pembina Pipeline Corporation (PPL $51.37)
Q: I have heard we can expect to pay more to fill up at the pumps. Are you more bullish on oil or gasoline? If you are more bullish on gas oriented companies, what companies would you recommend?
Q: is ppl still interested taking control of ipl
Q: The Dividend Updates section of your website indicates that Pembina Pipeline raised their dividend by 4.7% on June 1st. I cannot find any other reference to this dividend increase anywhere. Is your website correct? If it is, do you have the exact dollar amount of the new dividend? Thank you!
Q: I own both PPL and BIP.UN. It seems that IPL wants a deal with PPL having rejected BIP.UN's latest offer.
My question is the "potential deals" that PPL is chasing down. They are looking to partner with indigenous groups for TMX and of course the IPL deal.
Will their balance sheet be able to handle this if they are successful with both?
What are your thoughts on the management team's ability to combine these businesses into 1 large company?
Does that change your opinion about PPL as an "income" stock to an income stock with growth potential?
Thanks for your comments
My question is the "potential deals" that PPL is chasing down. They are looking to partner with indigenous groups for TMX and of course the IPL deal.
Will their balance sheet be able to handle this if they are successful with both?
What are your thoughts on the management team's ability to combine these businesses into 1 large company?
Does that change your opinion about PPL as an "income" stock to an income stock with growth potential?
Thanks for your comments
Q: I have just sold my Inter Pipeline stock which was about 2% of my portfolio. I am looking to re-deploy proceeds. Was considering investing in Pembina but am now wondering if Enbridge would be a better play but am unsure of where things stand with the Michigan pipeline. I would appreciate you thoughts on PPL vs ENB. I have a 10 year investment term.
Q: Hi
Please note PPL is not available in the short search. It was required to add :ca to bring it up.
Would you please expand on your comment earlier about Brookfield wining the bid for IPL? Was this just because the bid is out there or do you have an opinion.
In my position Brookfield deal is a big loss due to taxation(25% capital gains hit) as well as the benefit of holding PPL shares ( dividend, growth, Heartland participation, PPL Reputation) The share price of IPL is now tracking PPL (0.5 x $41.40 = $20.70) and is way above the Brookfield offer($19.50 Maybe? or some kind of shares?).
Brookfield offer is no longer financially better than PPL offer.
Is there something else in this?
Dave
Please note PPL is not available in the short search. It was required to add :ca to bring it up.
Would you please expand on your comment earlier about Brookfield wining the bid for IPL? Was this just because the bid is out there or do you have an opinion.
In my position Brookfield deal is a big loss due to taxation(25% capital gains hit) as well as the benefit of holding PPL shares ( dividend, growth, Heartland participation, PPL Reputation) The share price of IPL is now tracking PPL (0.5 x $41.40 = $20.70) and is way above the Brookfield offer($19.50 Maybe? or some kind of shares?).
Brookfield offer is no longer financially better than PPL offer.
Is there something else in this?
Dave
Q: Good afternoon,
Given recent corporate developments at PPL - would you view it as having much more room for price appreciation or view primarily as a hold for income?
Thank you
Given recent corporate developments at PPL - would you view it as having much more room for price appreciation or view primarily as a hold for income?
Thank you
Q: A question on PPL, specifically regarding the potential for it having to tap the debt markets, possibly in a very material way, given its ambition to close on IPL, build out LNG growth with its plans announced yesterday, and its rumoured desire to bring TMX in-house as well. Could they actually achieve this - financially - from the base where they sit today? Would it be wise to take a position in this ambitious set of (possible) plans, or would the debt simply be too much for the rating agencies to like, and therefore be an overhang on the stock?
Appreciate your views very much...
Appreciate your views very much...
Q: I have 1100 shares of Pembina (PPL)in three accounts- cash, rrsp and my tfsa. present share price approx $38.00 my costs are $35, $42.and $49, What in light of the Inter pipe deal is your view of ppl. I was thinking of a trade for TC energy.
Q: Lots of questions on this topic! Senior, primarily dividend oriented but like some upside catalysts... Would it be an entry point for ppl given all the noise or wait till dust settles. I hold enb and divested most of my IPL as a precaution but looking to enter PPL or would it be wiser to wait and see where the dust settles. If PPL is not successful in the acquisition might they see a significant pull back ?
BTW not a BAM fan don't trust they would be good for IPL
Appreciate your commentaries
BTW not a BAM fan don't trust they would be good for IPL
Appreciate your commentaries
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TC Energy Corporation (TRP $74.90)
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Pembina Pipeline Corporation (PPL $51.37)
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Keyera Corp. (KEY $41.65)
Q: Looking to add another pipeline for my Rif account. Have ENB already. Can you rate them in terms of dividend sustainability and modest growth, please and thanks.
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Pembina Pipeline Corporation (PPL $51.37)
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Inter Pipeline Ltd. (IPL $19.12)
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Brookfield Infrastructure Partners L.P. (BIP.UN $46.88)
Q: I own both IPL and PPL and thank BIP for the boost. Noticeably Brookfield has also made a few dollars just by bidding.
- Are there regulations on a 10% owner of IPL, running up the price to PPL ?
- Are there regulations on a 10% owner of IPL, running up the price to PPL ?
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Enbridge Inc. (ENB $63.54)
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TC Energy Corporation (TRP $74.90)
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Pembina Pipeline Corporation (PPL $51.37)
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Inter Pipeline Ltd. (IPL $19.12)
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Keyera Corp. (KEY $41.65)
Q: I hold both Interpipeline and Pembina. If the PPL takeover of IPL goes through, I will have a bit more PPL than I am comfortable with, and would consider moving a portion to a company in a similar space. Assuming the deal happens, how would you rate the combined PPL/IPL compared to similar alternatives ENB, KEY, TRP. Could you give a rating for each of the 4 on a scale of 1 -10 for desirability as a long term hold in a balanced portfolio. Looking at total return over a 5 - 10 year period. Thanks.
Q: Greetings,
I have 4% cash currently and would consider short term opportunities. With a new competing bid IPL is trading below the offer price. Do you see an opportunity here to purchase IPL and hold for the sale and possible counter offer? Or is the difference more related to the half cash half PPL stock offer which will be more volitile? Hence risk. I appreciate your insite.
Cheers!
I have 4% cash currently and would consider short term opportunities. With a new competing bid IPL is trading below the offer price. Do you see an opportunity here to purchase IPL and hold for the sale and possible counter offer? Or is the difference more related to the half cash half PPL stock offer which will be more volitile? Hence risk. I appreciate your insite.
Cheers!
Q: I realize it is early in the acquisition, but would you be able to highlight the move, and give us your thoughts on the new, and hopefully improved PPL with the addition of IPL and the amount of debt they are taking on. Thanks
Q: Is the purchase of IPL by PPL a taxable event? Thanks. cheers
Q: An analysts recently warned off on PPL. He cautioned that PPL using a reduction in dividends, might develop a planned but delayed refinery. Something along the lines of what IPL is doing with Heartland.
Would you trade all, some or any, of a long term and large percentage holding in PPL for TRP ?
Would you trade all, some or any, of a long term and large percentage holding in PPL for TRP ?
Q: Hello, and thank you, to all of the 5i Team for the insightful investment advice!
I will be selling some Pembina Pipeline shares within a year’s time frame. Do you see any short term upside for the PPL share price, or will they most likely encounter some resistance at the $40 level, and stay range bound without some major mover? Thanks in advance!
Rod
I will be selling some Pembina Pipeline shares within a year’s time frame. Do you see any short term upside for the PPL share price, or will they most likely encounter some resistance at the $40 level, and stay range bound without some major mover? Thanks in advance!
Rod
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Meta Platforms Inc. (META $653.06)
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Alphabet Inc. (GOOG $329.14)
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Suncor Energy Inc. (SU $65.00)
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Pembina Pipeline Corporation (PPL $51.37)
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Restaurant Brands International Inc. (QSR $95.99)
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Vanguard S&P 500 Index ETF (VFV $171.90)
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Vanguard Growth ETF Portfolio (VGRO $44.20)
Q: Hello, given the current US$ exchange rate and the loses still incurred on a handful of CDN stocks, I'd like to hear your thoughts on selling the decent dividend but significant double digit % loses to acquire more US$ and move it into GOOG & FB. Alternatively I have considered adding to VFV or starting a position in VGRO and leave it as CDN$. I am ~25% in USD of which I plan to use so I am not concerned with adding a few more points of USD. Thank you for your opinion.