Investment Q&A

Q: Non registered account : I sold a majority of stocks in 2022-2023 in order to convert them into a diversified dividend ETFs portfolio.I though intend to only keep" safe stocks for long term".Please could you rank them in this "safety perspective" , a "hold,buy, or sell" comment would be greatly appreciated,considering the fact that in this case,selling a stock would result in "buying an ETF in the same sector" .Many Thanks for your excellent website ,J-Y

Q: Hi 5i,
As a follow up to a dividend question yesterday on PPL: apart from changing the dividend from monthly payout to quarterly, is the dividend also been switched to CAD dollars only? I hold company in taxable, US side of account as part of US dividend portfolio.
If the dividend is indeed being paid ONLY in CAD, can you recommend a replacement Canadian company of similar quality, similar yield that pays in USD? Any sector ok…
Tia,

Q: I owned PPL for years and I just caught the company quietly switched from a monthly dividend payer to a quarterly payer in it last press release. Even thought the payout has not changed I wonder about the logic behind this move? Can you offer some considerations behind this switch? Thanks.

Q: What do you think of their latest quarter.

Q: PPL vs ENB for total return potential over 5 years? Compared fundamentals on RBC direct investing and PPL is cheaper, higher return on equity, less debt and more profitable. After my review I concluded PPL may now be a better stock . Do you agree?

Q: Good day,

Can you please rank the following for me in terms of personal preference - ENB, KEY, PPL, T, BCE, SLF, TRP. I own them all, but just want to see how closely calibrated my weightings are compared to your relative rankings.

Thank you.

Q: FOR A 3-5 YEAR HOLD.

PLEASE GIVE ME YOUR BEST AND SAFEST DIVIDEND PAYING STOCKS

DIVIDEND < 5 %
DIVIDEND 5-6 %
AND
DIVIDEND > 6 %

3-4 IN EACH CATEGORY WOULD BE GREAT THANKS
SECTORS ARE IRRELEVANT, KEY QUALIFIERS ARE QUALITY OF COMPANY AND LONG TERM SAFETY OF DIVIDEND

Q: This is my selection of stocks for steady revenue (and secondarily potential growth) .Since a serious economic crisis is not excluded in my opinion ,I now plan to : 1) only keep Cies at low risk to become out of business and that should maintain dividends, based on their history and financial strength , and to : 2) sell the other stocks to buy ETF instead..

Wich stocks can be "relatively safely" kept at long term for this purpose ?

Q: In which order would you suggest buying Pembina, Fortis, Cameco for 2-3 growth ?

Q: I wish to add more energy stocks to my portfolio for diversification. I have ENB and SU. I am thinking of adding GXE, PXT & TOU, all three seem to have very low or no debt, and either PPL or TRP. All for a 5-year hold. I do enjoy the high dividend yield but would still wish to have some growth and safety. Please feel free to add or remove any from my list of your choice, rank them from the best to the least, and each with a reasonable entry price. How long of a time frame would you recommend to spread over the additions?

Thank you again for your insight.
Roger

Q: Hello

Want to sell GOOG and AMZN in my cash account for the tax loss.

Replace them with FTS, PPL and ZEB. for dividend and safety.

Your comments thank you.

Mike

Q: Hello 5i Team,
I'm helping my son build a dividend portfolio with stocks to hold long term. Would like to add a couple of pipeline names, with ENB, TRP, and PPL at the top of the list. I've read most of your previous comments on these companies, and most money managers I see on BNN speak favourably on these names in terms of sustainability of the dividends. What I don't hear mentioned often, however, is just how full these pipelines are - are they fully contracted, with no spare capacity to transport more oil and gas, or is there "slack" in the system? What's the outlook looking forward for just how full these pipeline networks will be? It would seem to me that cash flow and dividend sustainability in the future will largely depend on how full the pipeline networks are. How would you rank these companies on that basis?

Q: I intend to add to above positions for the purpose of increasing my dividend income. Please give me your opinion on each of them. Do you have a favorite
Thank you!

Q: Hello Peter,

Other than nice dividend, do you see much growth in pembina pipeline and would you consider it as long term hold? Also, as IPL , do you see potential takeover for PPL? I already own ENB, and TRP. I own some PPL and want to add more.. With respect to IvanHoe Electric, do you think it is too early to jump in? Thanks very much

Q: Hello,

Do you know what's going with TRP? It's been declining more than its piers i.e. PPL and ENB.
Do you think buying on weakness would be a good strategy here?
Also, which pipeline stock would you prefer for a medium to long term and which one you think is the safest?

Thank you

Q: Hello 5i, There was a proposal to build a LNG plan in Jordan Cove, Oregon I think the company that originally tried to develop this LNG project was taken over. Could you comment on who owns this proposed development now and if it will ever happen.

Q: As a follow up to my last question, do you think Keyera is better than Pembina in the sense that it is almost exclusively natural gas processing, storage, etc. vs Pembina that has more exposure to oil. I understand that Keyera is much smaller, but given that I also own Enbridge size is not my biggest concern as long as its big enough.

Thanks,
Jason

Q: Hi! I'm researching midstream companies. They all have a lot of debt given the capital intensive nature of the business. How do you evaluate if it is too much debt. All the ratios seems high, but they're like that for all the companies. For example, PPL has LTD of $10 billion and total equity of $14 billion, almost 70%! KEY has LTD of $3.7 billion or there about and not equity since it is in a deficit position. Help please!

Jason

Q: Hi! Looking for 2 midstream companies for my dividend portfolio. I will use ENB for one pick and would like your recommendation for another option with a good dividend and some future dividend growth.

Thanks,
Jason

Q: Of my pipeline holdings, these 3 companies occupy ENB40%/TRP38%/PPL22% respectively. Ironically, over the last 5 years share price-wise, ENB has done the worst, and PPL the best. I would like to add a bit more to the group and normally I would start with PPL so to balance the three. I would appreciate your thoughts on the future of these 3 or any other alternative options and given the splits, which would you choose? Also, would you say that moving NG is the better longer term bet vs oil?