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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: Currently I have an overweight position in energy, with full positions in CNQ, SU, TOU, ENB and half positions in TRP and WCP. Does it make sense to sell TRP at this time and take a full position in PPL? Does it make sense to hold both CNQ and SU or is there a significant correlation between the two, if so, which would you keep?
Read Answer Asked by eric on May 20, 2025
Q: BCE has given up much of its post-dividend-cut rally - not to say that the cut was a bad idea, and maybe there's a support level lurking somewhere here. At the same time, I find myself wondering just what BCE's value proposition could be, now, to make it more attractive than T (or, for that matter, BNS or PPL, which offer similar yields)? Put another way: if investors have no reason to buy BCE other than income, and if declining interest rates are the only meaningful catalyst for share price appreciation, then, post-cut, isn't it at least as likely that it will continue to decline?
Read Answer Asked by John on May 16, 2025
Q: The recent NPI quarter looks pretty weak, decreased revenues from last year. I’m thinking to take a loss and possibly add to other positions, or would you recommend to repurchase after the 30 days? I read the March report, but I see better opportunities in other names. The growth story for 2025 is only the Oneida Energy Storage Project completion? How much will this add to revenues? I’m also concerned the allure around renewables and the climate change narrative is crumbling, especially after the Europe outages. Any thoughts on this?

My add to names I’m considering are PPL, CPX, PEY, WCP. How would you rank those for growth, stability, current and future yield?
Read Answer Asked by Robert on May 14, 2025
Q: I am an income investor looking for stability with some growth and want to invest in pipelines. I would prefer an ETF like PPLN but the cost is too high with an MER of 0.74 and TER 0.11. If you could only invest in 3 of the above 5 companies, which would you choose? Can you rank the above 5 pipeline companies, from highest growth potential to lowest, over the next 3 years.
Thanks!
Read Answer Asked by Grant on May 02, 2025
Q: Hello Team,
Could you rank these three in order for total return over the next couple of years from first to last and why?
Thank You,
Barry
Read Answer Asked by Barry on April 28, 2025
Q: It seems the mid-stream oil and gas companies are holding up fairly well in this world of uncertainty. I would like to take positions in all, or some of these companies.

Are there any of these that you would not invest in at this time? If so, why not?

It would also be helpful if you would rank order them for me in terms of reliability of dividends and value at this time.

If you think there are other mid-streamers you like please feel free to include them.
Read Answer Asked by Les on March 11, 2025
Q: I've doubled on FTS in a non registered account and am thinking to trim as the growth forecast looks pretty flat. I'd like to add to the names noted as I see more growth and better yields. What do you think of such a move for a long term investment, trim or just sell it all?
In what order would you rank these for for growth, income and security?

Thanks
Read Answer Asked by Robert on March 07, 2025
Q: I hold these large Canadian Companies.. I realize there will be continued volatility in the market but given that these companies have pulled back, some significantly, what order would you buy these names? Are there any you would not buy?

Please deduct appropriately…

Thank you
Tim
Read Answer Asked by Timothy on March 05, 2025
Q: My mortgage is coming due at a much higher rate than it has been for the past 5 years, so given the current economic uncertainty, I’ve decided to sell half of my unregistered portfolio to pay it off. I understand this will incur tax, and I’m prepared for that. Here are my holdings—please advise on the optimal order of selling to ensure the remaining portfolio is defensive, particularly against tariffs and economic uncertainty. I'm open to the cheese slicer method across some or all stocks. Please deduct credits as you see fit. Thank you!
Read Answer Asked by Kim on February 25, 2025
Q: I know you like pipes, including ppl. My question is why has ppl underperformed since the highs above $60 in Oct, Nov of 2024.
I am ready to buy ppl, but am looking at the entry point. It is still retrenching, so wondering if there is any reason. Is there reason to believe it has based, in which case I would enter, and hold for quite some time, for div and capital appreciation. Thanks
Read Answer Asked by Phil on February 24, 2025
Q: ENB-T has outperformed PPL-T in past 12 months. ENB has P/E of 21.81 and dividend yield of 5.94% where as PPL-T has P/E of 16.00 and dividend yield of 5.27%. Is it a good idea to switch at this price based on Sell high and Buy low? Beside these two metrics, is future earning growth of ENB-T makes it outperforming other pipeline stocks listed on TSX? Your views please.
Thanks
Read Answer Asked by Piyush on February 11, 2025
Q: Dear 5i
Between my wife and i we have 3 RRSP accounts. I wanted to add some more utilities stocks to the portfolios assuming now was a good time to do so . I'm having problems deciding between PPL , FTS , and TRP . Should i put PPL in one account , FTS in the second account and TRP in the third account or would you advise to pick the best one of the three and put that one in each of the RRSP accounts ? If you have other suggestions that would be great as well .
Thanks
Bill C
Read Answer Asked by Bill on February 06, 2025
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