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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: Hi 5i
Given recent response to Dons question regarding todays SP drops in ENB and PPL in response to the Key deal announcement...

Where would you expect ENB and PPL to head to from here and would you consider this an opportunity to increase holdings in either one? Your preference if you have one?

What about outlook now for KEY considering stocks positive move on the news?

thx
Read Answer Asked by jim on June 19, 2025
Q: I am an income investor looking for stability with some growth and want to invest in pipelines. I would prefer an ETF like PPLN but the cost is too high with an MER of 0.74 and TER 0.11. If you could only invest in 3 of the above 5 companies, which would you choose? Can you rank the above 5 pipeline companies, from highest growth potential to lowest, over the next 3 years.
Thanks!
Read Answer Asked by Grant on May 02, 2025
Q: I would appreciate you placing these stocks in order that you would purchase them. Also how many of these would you hold in a portfolio?
Thanks

Dave.
Read Answer Asked by David on December 12, 2024
Q: In my RRif I own Key & PPl, high yielding stocks to help cover forced withdrawals.
They declined on Friday despite a drop in bond yields.
So you think the decline was due to a drop in Wti?
Trump intends to increase tariffs which could result in higher interest rates due to inflation and his energy policy could lead to lower oil prices.
As a result of the above should I reduce key & Ppl & invest the proceeds into companies that will benefit from higher interest rates such as Mfc & Slf
Read Answer Asked by Terry on December 09, 2024
Q: Hi 5i,
Any idea what's going on with Keyera? Right now, it's defying gravity and I don't think there's a single analyst out there who has called that, and although I own it and I like it, to me the underlying numbers don't justify the heady heights it's reaching. Any thoughts?
Thankyou,
Peter
Read Answer Asked by Peter on November 25, 2024
Q: Stop me if you've heard this story this year: I am having a once in a generation year with my portfolio up 50%, a chunk of that driven by Nvidia and its explosive growth. NVDA is now 40% of my portfolio which I acknowledge is insane. But having owned it since 2016 and benefitted massively, I have no intention of selling it, at least not yet. The rest of my portfolio is made up of successful U.S. and Canadian tech, and, on the other end of the scale, conservative, low beta, mostly Canadian dividend payers. They provide ballast to my tech/NVDA risk. Getting to the point: I have $35K to invest and it should be directed to the conservative part of my portfolio. What names would you suggest that tick the following boxes: +4 % well-covered yield, slow but steady share price growth, solid fundamentals, probably Canadian though open to U.S. stocks, irrespective of sector. In the conservative part of my portfolio I already own: all 6 big banks, FTS, ENB, GRT.UN, BAM, BRE, EIF, FC, FFH, PPL, SLF, TFII, TRI.

Apologies for the windy question and thanks!
Read Answer Asked by Kim on November 18, 2024
Q: Can you identify of the 10 top oil companies in Canada which ones receive WTI vs WCS oil pricing? How would you rank these companies for both risk and total return?
Read Answer Asked by David on September 25, 2024
Q: Hi 5i,
I've held a stake in KEY in my RRIF since the 2020 meltdown, which is now up considerably. I'd always told myself I would divest 1/3 of it if it reached $40, and it looks like that may happen pretty much anytime. What would be your top 3 non O&G, non-utility suggestions to replace that 1/3 of KEY (which currently yields 9.48% based on my cost base). Primarily I'm looking for income, but some growth is always nice too. Aside from the exceptions noted above, sector allocation isn't a concern for me.
Or would you suggest that based on KEY's fundamentals and the healthy yield I enjoy I should set my target higher - perhaps $45.00 - and wait a while longer before divesting a portion?
Thanks for your input,
Peter
Read Answer Asked by Peter on August 16, 2024
Q: Good morning Gentlemen: Looking out 2-3 years, could U rank the above companies from most prefer (5) to least prefer (1)?
Secondly, If Trump get elected, Which of these companies will be affected negatively because of protectionism, if at all. Thank you
Read Answer Asked by DAVID on July 30, 2024
Q: Hello 5i Team,
I was thinking about adding to my EMA position until I read last week's dividend growth forecast reduction to only 1% - 2% per year instead of its historical 4% increase. While the "going in" yield is attractive at over 6% now, would the reduction in dividend growth stop you from putting more money into this company's stock?
As an alternative, I was also considering adding to Keyera - lower initial yield, but dividend growth in the 4-5% range annually.
How would you compare these two in terms of payout ratio, debt management, and total return prospects over the long term?
Many thanks,
Brian
Read Answer Asked by Brian on July 04, 2024
Q: Good morning all;

I currently own 4 energy infrastructure firms in tax sheltered accounts; amounting to 7% weighting in my portfolio. As part of an overall portfolio review i've concluded I'd like to get that down to 2; for a combination dividends and growth. My question is - which would be your preferred 2 with these parameters.

Thanks as always.

Dave

Read Answer Asked by Dave on May 03, 2024