Investment Q&A

Q: I am going to sell TD Bank in a cash account for capital gains to be used against capital losses earlier this year. I could buy it back immediately or purchase something else. I am thinking of PPL. Which would you pick for reasonably safe total return over the next 2 years?
What Cdn non-tech stock would you pick for best reasonably safe total return over two years?

Q: Hi Peter,
In a reply to a question today you said ENB would become a "Cash Flow Monster" if they stopped investing in new growth initiatives. Agree.
1. Would you consider the same assumption for PPL?
2. And if new growth initiatives were/are to diminish over the next 1 -30 years due to the increase in renewables what would you see ENB/PPL most likely doing with the increased free cash flows?
Thanks as always for your perspective.

Q: I have a question about my TFSA - is there decreased value to own US-traded income stocks in a TFSA? If I'm obliged to pay non-resident withholding tax, doesn't that partially defeat the benefit of my TFSA? In particular, I've read with interest the 5i researchers' (the "5iR") position that ENB is generally favoured over PPL presently. Would the 5iR's position change if the holding were in a TFSA? Is the withholding tax a material concern?
Thank you in advance for your advice,
IK.

Q: The Canadian pipelines had a bit of a dip on Wednesday. Is this share price decline related at all to the hurricane in the US? If so, how will the hurricane impact business for the Canadian pipelines, as a whole?

Thanks.

John

Q: I bought more today on the dip.
Is it just a dip ?

Q: I currently have a total of 5% of my portfolio in an equal combination of ENB and PPL. How advantageous (if at all), would it be to add BPMP for the sake of its dividend and seemingly low current valuation? As this would be a non-registered account investment does the tax treatment of U.S. dividends present a material issue?

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.

Q: Your thoughts on their 1/4 reports please, deduct points as you see fit.

Many Thanks

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.

Q: Hi 5i guys,

RE: Capital loss .. attribution rules .. taxable account.

Am underwater on PPL and am considering selling at a loss and buying a similiar company in the sector i.e. ENB or TRP.
Is this allowed for CRA purposes ?
Thanks as alway,
Steve

Q: Is the PPL dividend reasonably safe? Which dividend is safer ENB or PPL?
Appreciate your service.

Howard

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.

Q: What do you think its fair price should be at this time and what year end target price do you give it assuming oil runs up to 45-50.
Thanks Steve

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

Q: For long term investment, which of the two do you favor most?

Q: Please rate the above for the following criteria (best first):
Safety, valuation, dividend sustainability,long term strength,
thanks

Q: I am looking for added income and some growth. I already own TRP and ENB, and am considering PPL . I am thinking that PPL will give safe income along with higher growth potential than ENB. I would appreciate your comments.

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.

Q: Hello,

Your choice between KEY, PPL and ENB for some growth but mostly income within an RRSP. Do you still see KEY as a potential take over candidate.

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 .