skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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
Q: I am considering adding TRP for diversity as a third holding to IPL and PPL which I already hold, despite the lower yield. Do you agree with this choice or do you suggest something else in pipelines.
Read Answer Asked by Carl on May 12, 2017
Q: Regarding VSN (Veresen) being bought by Pembina (PPL), some are suggesting this might put Enbridge in an untenable position (50% of Alliance!), and they will/should/could make a competing bid, particularly as the premium for VSN is still below what it was trading for a year or two back (as high as $19.40 in 2015, although they have sold assets since). Do you see this as a likely possibility? Is that what is causing VSN to trade below its takeout price?
Read Answer Asked by Paul on May 02, 2017
Q: Can you please rank the three pipeline utility companies: IPL, PPL, and ENB. I'm particularly interested to see your thoughts given the PPL/VSN deal and the big drop in PPL's share price.

Thanks!
Read Answer Asked by Mike on May 02, 2017
Q: Currently I own the shares of IPL in my income portfolio. I see that PPL and VSN outperformed IPL in term of price appreciation.
Should I sell my IPL shares and buy one or both of the above mentioned stocks, or should I keep my IPL shares and add either PPL or VSN to my income portfolio. Will this be too much exposure to the same sector?
Between PPL and VSN which one do you prefer?
What is your recomendation?
Read Answer Asked by Jacob on April 28, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!