Investment Q&A

Q: 1. Do you recommend purchasing these stocks now, and why pls? 2. How much could TRP price drop if the behind schedule Coastal Gaslink project takes even longer to complete?

Q: Good evening 5i.

The Marketbeat site indicates dividend increases for these companies (amongst others) during the month of May. I do not see the same increases on the 5i Dividend Updates page. Is Marketbeat correct?

Thanks

Q: How would you rank the pipelines for growth, total return and safety of dividend for a long term hold?

Q: Hi 5i,
I have 3 different questions- please deduct accordingly.
1.) Since March 24 KEY (+12.46%) has outperformed each of ENB (+6.21%), TRP (+8.75) and PPL (+8.06%) by fairly substantial margins. I know that's a short time frame, but can you offer an explanation for KEY's better performance, and would you expect it to continue to lead the others over the next year?
2.) GSY is at or close to its lowest level since January 2021 - do you think the relevant company, sector and economy related bad news is now priced in and expect it to recover to the $150 range over 12 - 18 months, or do you think that's a pipe dream, and why or why not?
3.) In your opinion is ET likely to recover to at least the $14.00 level (where I bought it some time ago) this calendar year - and why or why not.
Thanks!
Peter

Q: In a question today you included PPL as a potential takeover. Why did you include PPL and who do you think would be the interested party?

Q: Hi 5i,
Do you still favour LIFE over DHT.un? And what about holding both in a TFSA?
And what is your opinion of PPL? It never goes up? I also have ENB but they have the underwater pipeline issue. What would be alternatives?
Many thanks for your patience and great suggestions.
Connie

Q: On Feb 16th when comparing PPL to ENB you commented that the consensus was that PPL would see a significant drop in earnings this year. Why would earnings be reduced? Higher interest rates, or are there other issues??

Q: I own the above pipeline stocks in various accounts. In my flee to safety and dividends, I am now overweight in this sector. Could you please rank the above securities and which security you would hold or sell.

Thanks
Dave.

Q: I'm considering adding PPL to my portfolio and just went through their website. I found the mix of Oil vs Nat Gas vs LNG very easily...Oil = 40%, NG = 25%, LNG = 35%.

For comparative purposes, I went through TRP and ENB websites = not so easy to pull out the same data breakdown. Can you help...thanks...Steve

Q: Retired, dividend-income investor. Following up on your answer to my earlier question. I hold AQN in an RRSP and am considering replacing it. You suggested the following stocks = PPL, NPI, BEPC, BIP.UN, BLX

I have researched their metrics (P/E, Beta, P/B, P/CF, P/S, ROE, Payout, Market Cap) and technicals. My ranking, based on a desired conservative holding, Is = PPL, NPI, BEPC, BIP.UN, BLX.

My rationale is I hold FTS, TRP and AQN representing 8.6% of my portfolio vs NNRG and NRGI at 7.3%. I am leaning towards adding a more conservative name...such as PPL.

Q#1 = Is there an overlap between TRP and PPL, to the point that I only need one? What % do each of these names have in Nat gas vs oil? I know TRP is heavier to NG, not sure about PPL.

Q#2 = based on my above notes, what would your suggested ranking be?

Thanks....Steve

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