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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: I recently purchased these interest sensitive stocks with the idea of obtaining good dividend paying companies at a reasonable valuation. Each are a 3% weighting. Too much in this sector? If rates continue to rise, can these companies pass on any increase? Are these companies OK if there is a gradual increase in interest rates or should the sector be avoided?

Thanks
Dave.
Read Answer Asked by David on July 19, 2018
Q: I have small position in TRP and want to add more. I want dividend income and was thinking of selling it and substituting PPL or IPL for better dividends. Would you add to TRP or sell and buy one of the others instead?
Many thanks,
Jen
Read Answer Asked by Jennifer on June 12, 2018
Q: I will be retiring at the end of the year.
My theory is that inflation is about to rise at a quicker rate than it has recently.
The listed securities are in my portfolio and are hurt by rising interest rates.
Which ones would you suggest that I lighten up on.
Which ones would be a hold.
Read Answer Asked by Doug on June 04, 2018
Q: Hi 5I,
With a zero weight I am considering a possible two of the three mentioned companies as new income generating positions.
Two part question - (1) which are most suitable for more stable income (& why) and (2) considering the interest rate environment, would this be less than ideal timing to start new these as new positions

Thanks again
Mike
Read Answer Asked by mike on May 29, 2018
Q: With the current difficulties with pipeline development and the negative view of oil sands, how do you view the risk profile of the pipeline business in general and would you rate the risk differently for these three companies?
Read Answer Asked by Carl on May 07, 2018
Q: Hi Peter. To my dismay, I currently hold too many pipelines... Enbridge, Pembina, & Inter Pipeline. I wish to cut 2 of the positions and then possibly pickup Algonquin Power. I also own Fortis & Emera. Which pipeline would you suggest keeping, and your reasoning behind it. Also, do you feel 3 power utilities would then be too many and if so, which 2 would you prefer? I welcome your input. Thanks.
Read Answer Asked by Ron on April 16, 2018
Q: Hello,

If there is never another new pipeline built in Canada (which I feel is a real possibility), how would you view pipelines companies as long term investments going forward?

Regards,

Robert
Read Answer Asked by Robert on February 23, 2018
Q: Hi 5i Team,
I own positions in IPL, ENF, KEY, ALA, and PPL. I am a long-term income investor who (like many) is a bit disappointed with the relative (to the market) decline in the share prices of these companies. All of them have been good at growing their businesses, earnings, and cash flows, and dividends - cornerstones of my investment strategy. On a fundamental basis, I don't see anything wrong with any of them, and am inclined to stay the course, thinking the market will eventually reward these companies. I recognize that many of these companies carry significant debt (at low, long-term rates I would think, and not variable rates), and the current Canadian regulatory environment is a negative for the industry.
Can you poke any holes in my investment strategy with respect to these names?
Read Answer Asked by Brian on February 09, 2018
Q: The question is in relation to a Cash Acct. which collectively yields sufficient dividends to support all necessary expenses on a yearly basis. The makeup includes the following:
AQN, DRG.UN, LNR, WSP, PKI, EIF, RBC Dividend Fund(all Cdn.. Bks), RBC as well as KEY & PPL which have been held for over 8 yrs. A large capital gain will result if either is sold but will be mostly offset by old losses. My question is which of the two do you recommend selling & suggestions for at least 2 GROWTH dividend yielding replacements. Thank you.
Read Answer Asked by Robert on January 18, 2018
Q: Hi,
Thanks for your service. The info is very helpful. I had Veresen shares that were switched to PPL. These shares are held in a stock transfer company to take advantage of dripping. Veresen stopped dripping prior to the sale and it seems that PPL does not. My question is, did they before this purchase? Whether they did or not, do you know if they have any intention of starting. Thanks
Read Answer Asked by michele on January 09, 2018
Q: Hi,
Unfortunately I bought some of these energy stocks back in 2014 and I am down +30% on all of these. I have just over a 5% weight currently in energy (not including ALA, ENB and TRP which I've included as part of utilities). Which do you think I should continue to hold and which ones should I just throw in the towel and sell?? I am a long term growth investor.
Read Answer Asked by Keith on December 14, 2017
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