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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: I hold both Interpipeline and Pembina. If the PPL takeover of IPL goes through, I will have a bit more PPL than I am comfortable with, and would consider moving a portion to a company in a similar space. Assuming the deal happens, how would you rate the combined PPL/IPL compared to similar alternatives ENB, KEY, TRP. Could you give a rating for each of the 4 on a scale of 1 -10 for desirability as a long term hold in a balanced portfolio. Looking at total return over a 5 - 10 year period. Thanks.
Read Answer Asked by Dan on June 02, 2021
Q: Greetings,

I have 4% cash currently and would consider short term opportunities. With a new competing bid IPL is trading below the offer price. Do you see an opportunity here to purchase IPL and hold for the sale and possible counter offer? Or is the difference more related to the half cash half PPL stock offer which will be more volitile? Hence risk. I appreciate your insite.

Cheers!
Read Answer Asked by Duane on June 01, 2021
Q: Hello, and thank you, to all of the 5i Team for the insightful investment advice!
I will be selling some Pembina Pipeline shares within a year’s time frame. Do you see any short term upside for the PPL share price, or will they most likely encounter some resistance at the $40 level, and stay range bound without some major mover? Thanks in advance!
Rod
Read Answer Asked by Rod on May 19, 2021
Q: Hello, given the current US$ exchange rate and the loses still incurred on a handful of CDN stocks, I'd like to hear your thoughts on selling the decent dividend but significant double digit % loses to acquire more US$ and move it into GOOG & FB. Alternatively I have considered adding to VFV or starting a position in VGRO and leave it as CDN$. I am ~25% in USD of which I plan to use so I am not concerned with adding a few more points of USD. Thank you for your opinion.
Read Answer Asked by Randy on May 07, 2021
Q: I have had a nice recovery in the pipelines that I hold (IPL TRP PPL ENB). I am contemplating selling one of them and buying BEP.UN. do you think this is a good idea? and if yes which one would you sell? many thanks Richard
Read Answer Asked by richard on May 03, 2021
Q: Supposing the US enacts an effective climate change policy, shouldn't gas do better than oil/coal/tarsands, etc? If so, who among Canadian energy processors/transporters should realize the greatest benefit?
Read Answer Asked by John on April 28, 2021
Q: I hold the above in my income portfolio. With the exception of psi they are half positions. psi has diminished to well under a half position. I have enough new money to top 4 or 5 up to full positions. Which of the above (if any) would you suggest deserve a full 5% weighting? I am of course willing to move in a new direction if that were your advice. I currently hold 24 positions in this account.
Read Answer Asked by Rod on April 22, 2021
Q: Following up on my question from this morning, you suggested as "high dividend payers" a few companies that have comparatively low dividends to LIF or FSZ. They aere T (4.83%), AQN, (3.9%), NPIU (2.75%). I don't think these qualify as "high dividend payers". I acknowledge they may be better choices from a growth perspective, but I am looking specifically for companies with a high dividend (over 6% for sure), if any other than FSZ (on my radar!) and LIF (I own this) can be suggested. Growth is not important to me for this aspect of my portfolio. I am looking for companies you might suggest that have a dividend that you think is reasonably safe.
Thanks! Paul
Read Answer Asked by Paul on April 20, 2021
Q: There are a lot of prices outside of Tech, that are higher today than 2 - 5 Yrs ago. The ratings on a lot of these individual stocks, can also vary from "strong buy" to "overvalued". Given what we are going through with Covid, this has me concerned.
I really just want the dividend's and the original investment back, in say 15 Years. How ill advised would I be, to drop down to the above and maybe a few more like them. I will not out live hydrocarbons.
Thanks
Read Answer Asked by Cacey on April 20, 2021
Q: Good morning team!
I compared a managed portfolio by pro advisor from a large institution versus one that I managed myself with 5i team Q/A plus few smaller newsletters & Bloomberg daily news thru my Fibe TV package with Bell (I hold BCE in my portfolio)
Kudo to your team: triple the return. Thank you!
My two questions today:
Investment group: Limited partnership Versus Incorporated (we are small not yet having 5+1 employees to be active CCPC) pro and con
I hold a bit of ENB at low cost (double down each time it dropping, trim a bit when it pops) & IPL at very low cost 12 ish. Your thought on selling IPL and buying PPL. This will the pipelines combo that we hold ENB & PPL.

Thank you!
Read Answer Asked by Nhung on March 03, 2021
Q: I know the first three in RRSP's and down on them, was considering sellimg them and getting Enbridge in place for it's dividend mostly, is it likey to not be affected negatively in the new furure, good time to step in, what are your thoughts.
Regards
Read Answer Asked by Don on March 01, 2021
Q: Hi Peter, further to my previous question, Please advise what you have (and your source) for the short positions for the above equities. I have:
BAM.A=1.32%
BIP.UN=0.62%
BIPC=1.56%
IPL=0.00%
PPL=0.84%

Thanks
Read Answer Asked by Keith on February 23, 2021
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