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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: This is comment on your answer to Brian's question. For the record the merger has been approved during the July 11th meeting. It is important to know that instruction on options have to be submitted by tomorrow. Otherwise the default is receiving PPL shares subject to proration.
Read Answer Asked by Saad on September 18, 2017
Q: Hi,

After having been burned regularly by buying oil gas stocks in the last few years - despite being assured prices are on the verge of recovery - I am reticent. I am interested in pipeline stocks because they seem less volatile, have good dividends, and some have been hit hard (Enbridge), can you answer this?
1) what do you think of pipelines in the next couple years? is there a better alternative for some growth and generous dividend?
2) buy now or wait for 5% position
3) what would be your top and second pick?
Read Answer Asked by Graeme on September 12, 2017
Q: My only energy holdings are ALA, ENB and PPL, representing 11% of my equity portfolio. I am considering SU or CNQ as an addition. Which do you prefer at this time, or would you view my energy holdings okay as is?
Read Answer Asked by Barrie on August 25, 2017
Q: Hi, I am looking to add some income and was leaning towards Endbridge. I would be interested to hear which of these you prefer?
Read Answer Asked by Philip on August 22, 2017
Q: The combined value of my holdings in these companies is too much for me to hold in one company. Does it matter which I sell or when I sell it? What percentage of a portfolio would you be comfortable with for the final holding?

Many thanks.
Read Answer Asked by Blanche on August 16, 2017
Q: What would be your top picks for a mid-large cap Canadian dividend growth stock to buy today in a non reg account?
I have enough for 2 half positions or one full @5%
Pipelines are looking interesting from an income standpoint but momentum is negative.

Thank you!
Read Answer Asked by Kyle on August 14, 2017
Q: Hi Peter, Ryan & Co.,
Can you please comment on PPL's most recent quarter - it appears to me to be good one. I hold this for income mostly, but would like to get your comments about the prospects for share price appreciation as well; the whole sector seems to be out of favour. Given the most recent results, do you anticipate dividend increases from this company going forward?
Thanks!
Brian
Read Answer Asked by Brian on August 04, 2017
Q: The 3 above are my only energy holdings. Total about 10% of portfolio. Hold or sell? If sell suggested replacements? Maybe renewable energy?? Take appropriate credits.
Thanks Jim
Read Answer Asked by jim on July 28, 2017
Q: Want to refine my pipeline/processor holdings consisting of ALA,ENB,ENF,IPL,KEY,PPL,VSN.
Looking for yield plus growth of ~7%. Have held all for over three years and some seem range bound,Not sure which have the most castalyst for growth.
Your thoughts on best to own and which to drop. Would likely convert the proceeds of disposed ones into more of the holds to maintain same total $ position in the group.
Read Answer Asked by Peter on July 24, 2017
Q: Hi 5i,

My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?

Thank you!
Read Answer Asked by Lizette on July 21, 2017
Q: Hi 5iResearch Team,

Over the past 12 months, IPL is down by about 10% while PPL was up slightly (2%). Currently, IPL has a PE ratio of 17.8X and a P/cash flow of 12.4X while PPL's ratios are 35x (PE) and 21X (cash flow).

Would you please comment on why IPL is lagging behind PPL over the last 12 months and based on the above ratios, wouldn't IPL be a better buy than PPL?

Cheers,
Harry
Read Answer Asked by Harry on July 20, 2017
Q: I have IPL 2.3% and PPL 3.9% in a taxable account. Held them for years and I am about breakeven not counting the dividend. I am thinking of selling IPL and buying ENB. Would this be good idea for the long term?
Read Answer Asked by Robert on July 19, 2017
Q: I realize that the companies mentioned are not equal size but how would you rank them in terms of growth profile for the next 5 years from 1 to 10. 1 is lowest and 10 highest. Thanks

Kenn
Read Answer Asked by Kenneth on July 03, 2017
Q: Hi Peter and Gang,

IPL is currently trading at a much lower P/E ratio (18X, 6.3% dividend yield) than PPL (35X, 4.8%) and ENB (50x, 4.9%). Would you please comment on what may have contributed to this.

Cheers,
Harry
Read Answer Asked by Harry on June 21, 2017
Q: Could you pls. provide your current thinking about the Canadian pipeline and related services sector?
Which companies would be in your top 3 and how would you rate today's buying opportunity? My historical context is that PE's are lofty and yields were low but are improving as sector stock values decline. At what point would your top choices be a compelling buy as a long term hold for the income oriented investor?
Thanks, Hugh
Read Answer Asked by Hugh on June 16, 2017
Q: Please rank ENB, TRP, PPL, IPL & Key as to their dividend rate, safety of the dividend and the volatility of the share price from best to last. I want to add one of these companies to a RIF. Thanks
Read Answer Asked by Richard on June 15, 2017
Q: I am holding TRP 6.1%, ENB 0.5% of portfolio. Considering to sell all of ENB and enough of TRP to invest 3.3% in PPL. Do you consider this a reasonable move or would you recommend a different mix for my pipeline holdings? Should I hold all three? Thank you. Your advise is appreciated.

Werner
Read Answer Asked by Werner on May 19, 2017
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