Investment Q&A

Q: Hello 5i Team,
Utilities and pipeline companies are counted as 'blue chips' in many retirees' portfolio due to 'safe' dividends and some growth opportunities.
With the current thesis of the decline of fossil fuel in the context of low carbon future, what are your thoughts on these companies? Would there be a change of guards with these industries being replaced by renewable energy and clean tech energy in the next decade?
I have the following names which I am concerned about where they will stand few years from now? Which are the weaker ones that I should sell?
PPL, KEY, AQN, TRP, FTS, ENB.
Are there Cdn or US companies that you can suggest as future 'blue chip' in the renewable energy and clean tech energy industries? I already owned BEP.UN. Thanks.

Q: I sold all my energy and pipeline positions in early 2015 and currently have no such holdings. I am considering slowly re-entering this space. Do you think it is a good entry point for Ala, ppl and ipl? Any addition, deletions and modification would be appreciated. I am not adverse to risk. Thanks for all the good advice past, present and future.

Q: What do you make of the PPL 2015 results?

As well, what is your view in terms of growth in future earnings, and dividend sustainability and increases going forward?

Thanks.

Q: What do you think of the bought deal?

Q: I would appreciate your thoughts on adding 1% to an existing positions in PPL and ALA at this time. Current utilities allocation is 8% as follows: ALA 2.5%; PPL 2.3%; BEP.UN 3.2%. Alternatively, would you suggest replacing one of these holdings with either FTS or EMA?

Q: Considering replacing IPL with PPL. Giving up some dividend yield but think the possible growth may be more attractive.
Or am I comparing oranges with oranges? Your thoughts please.
Thanks, Dave

Q: I am having difficulty determining and rationalizing payout ratios. Different sites give different ratios. A couple days ago you answered a question on Pembina stating the dividend is safe. GlobeInvestor tells me the eps is 1.07 and the dividend per share is 1.74 giving a payout ratio of 162%. Several other prominent dividend companies also show payout ratios over 100% using the same methodology. Am I missing something or are these dividend payouts at risk?

Thanks so much!

Gary

Q: Hi Agent. Would PPL be a good long term investment. Eddie.

Q: Hi- ENB and ALA are doing well but Pembina has been lagging for the last few days. Is it considered higher risk? I am thinking of adding to my position. Thanks

Q: Hi 5i team,
Among the pipelines, is there a reason why PPL has dropped much more than the others-25% in the last 3 months. Which is your favorite pipeline for income? Thanks

Q: I welcome thoughts on PPL after this pullback from $52.Is PPL indirectly pulling back with the rest of the energy space? How tied to commodity price is PPL?

Q: Want to move ENB (Enbridge) $ to PPL. Good idea?
Thanks, B

Q: I am somewhat confused by your response to Gord as to utilities & interest rates. Are you saying that Pembina (PPL) has a relatively higher yield and little in the way of growth opportunities making it a concern when interest rates rise?

Q: Pembina Pipeline Corporation Series 7 Preferred Shares were just offered. Would these be a good, safe investment for solid income? Any other thoughts on them? Thanks!

Q: PPL.DB.F convertible debentures have jumped in value together with PPL common. Can you please advise how to judge whether to hold the debenture until just prior to redemption or maturity or sell now and replace with something else that has more forward opportunity. Thanks.

Q: Could I get your comments on ipl and ppl.Thanks Jim

Q: Hi Peter & Team,
Which of the following: PPL, VSN, KEY, ALA & GEI would you recommend for the most growth?
I would like to invest about $5,500
Thanks,
Morris

Q: Could you please offer your views on PPL.TO? Thankyou.

Q: Hi Peter,
Do you think it is a good time to get out of TRP, while is doing fairly well?
Also would you strongly suggest to put the funds into IPL or PPL, or stay in cash for a bit?
Many thanks,
Brenda

Q: ipl - vs ppl -which offers the best potential growth medium term and why -thanks