Investment Q&A

Q: Hi,
I own one pipeline stock which is ENB and would like to add one and maybe a second to reduce single company risk.
I am looking for your top 3 ideas offering the best potential total return over the next 10 years that would be a good compliment to ENB. I would like your rational for each.
FYI, I like growing dividends over time, lower debt (I know this sector is capital intensive so these companies are usually indebted) and good opportunities for growth.
Thanks,
Dan

Q: Is now a good time to take some profits in PPL? Ex Div appears to be Mar 22-19, thus should I wait until Mar 25-19 to trim a 1/2 position in PPL.

Q: Hi Group if you were to pick an energy name from Pipelines,NG+ Oil companies with a focus on + (Least risk for highest return) who would you go with ?- ok to mention several possibilities

Presently I am retired and have no significant exposure to this sector. Dividend / growth are important factors

Thanks

Q: What do you think of PPL's quarterly and annual results? Thank you.

Q: Good morning,

Two questions this morning. Both are would you make the switch?

I have JNJ that I bought at the $65.00 range back in 2011I think. Would you sell and switch it to ABBV?? Or stay the course?

Same goes for PPL. I have owned it for quite a while and it has gone up nice. Would you switch it to IPL or stay the course?

Thanks
Jimmy

Q: Hello,
I hold TRP 5%, FTS 4%, ENB 3%, EMA 1.2%, PPL 1.2%, & AQN 1.2% in my accounts. I plan to increase the smaller holdings to about 2% each. I like these stocks for their dividends and their international diversification. Are these 6 utilities reasonable choices as long term holdings or should I look elsewhere?
Would you please rank them.
I am way past my retirement age but do not relay on the dividend income from these stocks.

Thank you,

Werner

Q: Good Morning
Raymond James lowered their IPL target to $20 from $23 today with an underperform rating. The Street target is $25.
Do you foresee another fiasco with a substantial dividend cut like we saw with Alberta Gas? Would you recommend holding the stock or selling?
Thanks

Q: Holders have the option of switching to the "floating" rate (90 day t bill) plus 2.6% or staying with the 5 year + 2.6%.
What should be done,, trading at quite a discount, is selling a viable option??

Q: I have a capital loss that I want to crystallize in VET, and I was considering buying PPL to maintain sector exposure. I still believe that VET is a company that I would like to hold long term, but I have some capital gains in 2018 towards which I can use this loss to reduce my taxes in my 2019 return.

My concern is that VET could potentially have large gains in the thirty days that I would need to wait in order to crystallize my loss before repurchasing it. My secondary concern is that since VET is paying a substantial dividend (approx. 8.7%), that I might be better off just collecting my dividend and standing pat.

Please let me know what your thoughts would be regarding this idea. Thanks so much!

Q: I own both and wonder if that makes sense .
I am considering selling ppl and purchase more ipl to capture the greater yield .
The upside for each I am assuming should be more or less equal.
Do you think this would be prudent

Q: Please comment on PPL's announcement pertaining to the building of a new petrochemical plant. In December 2017 IPL announced a similar project and since then the share price of IPL has noticeably under performed their Canadian pipeline peers. How different is PPL's project from IPL? Do you know much about their Kuwait based partner? How will this impact the PPL balance sheet? Do you expect they will need to issue more shares to finance this project? PPL is one of my largest holdings and I invest in it because they have shown to have good management and have the steady cash flow from the pipeline businesses. Does this transaction change that thesis in any way? The project feels like an unnecessary bet and all of a sudden a riskier holding for a conservative income investor.
Thanks
Rob

Q: What are your thoughts on the partnership with with Petrochemical Industries ("PIC") of Kuwait, to construct a 550,000 tonne per annum integrated propane dehydrogenation ("PDH") plant and polypropylene ("PP") upgrading facility, expected to be in-service in mid-2023 and expected to generate annual run-rate Adjusted EBITDA of $275 to $350 million, net to Pembina?

Impact to balance sheet, cash flow, and growth? Thanks.

Q: Which one or two of these would you add to a RRSP for secure income, with a brief rationale please.

Q: Good Morning,

Currently hold the following in my TFSA ($30,000): BNS, SLF, AQN, AW.UN, AD, SPB, BEP.UN, GSY, SIS, TOY, TSGI, PBH, MX.

Looking to deploy $3,000 and add one or two of the companies addressed in this question. What would be your order of preference in terms of combination of dividend and some growth. Feel free to suggest others.

Thank you.

Larry

Q: Do you have any dividend yield plays with this market correction,that a person could take advantage of? I prefer a yield with some growth,kind of looking at ENB,IPL,AQN. I currently have BNS,some preferred,debentures,etc. I would appreciate any suggestions you might have.

Q: Bond yields are steadily declining yet these dividend growers were hit hard yesterday & today
Please explain

Q: PLEASE RATE THE BELOW IN ORDER :
A; AS PER DIVIDEND SAFETY
B; AS PER VALUE COMPARED TO CURRENT SHARE PRICE
KWH.UN (Crius Energy Trust)
VET (Vermilion Energy)
ALA (Altagas)
HOT.UN (American Hotel Income Properties REIT)
BEP.UN (Brookfield Renewable Energy Partners)
CJ (Cardinal Energy Ltd.)
DRG.UN (Dream Global Real Estate Investment)
IPL (Inter Pipeline Fund)
PPL (Pembina Pipeline)
DR (Medical Facilities Corp)

THANKS YOU
yossi

Q: ALA: Sorry, another question about ALA. I just want to confirm: Is your best advice to sell ALA, take the loss (in my non-registered account) and move on, despite the 50% loss in share price? Besides ENB as an alternative for a long term income objective, what other quality stocks would you recommend now?

Q: Based on current fundamentals and projected earnings over the next 1 to 3 years which pipeline company would you recommend for purchase during this tax-loss season? ENB seems to have better growth potential in the next 1 to 2 years but PPL has been much less volatile over the last 3 years.

Q: "The new annual dividend rate applicable to the Series N Shares for the five-year period commencing on December 1, 2018 to, but excluding, December 1, 2023 will be 5.086 percent, being equal to the five-year Government of Canada bond yield of 2.436 percent determined as of today plus 2.65 percent in accordance with the terms of the Series N Shares.” (Quote from November 1 PRNewswire)

In hindsite I am thinking that I should have just bought 2 good dividend paying stocks, such as T, TRP, PPL, and FTS. ENB would also be high on my list though I do have a full position. The others are about a half position.

1 - Does this make any sense? I am thinking that the dividends are close to the 5% of the Preferred O shares and the chances of recovering some of my loses are probably better. somehow I think the Series O Preferred's don’t stand much chance of getting back to $25.00 in the next 5 years.

2 - Correct me if I am wrong but Enbridge won’t likely call the shares in unless the rates drop quite bit?

3 - If you believe that my thinking makes sense would you rank the suggested stocks including ENB in order of preference. Feel free to add any other Dividend stock over my suggestions

4 - What scenario would make the value of Series N appreciate or go up in value?

Please take as many credits as necessary for my questions.

John