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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,
I'm lucky yo be up 100% in KEY over the past little more than a year in a registered account and based on my buy in price I receive a healthy 12% annual dividend. Although I know it can be thought of as a utility I realize KEY is more properly classed as an Energy stock and I also hold significant weight in ENB and TOU, so paring down Utility/Energy weight would be OK. I'm wondering if KEY's future growth and dividend prospects are strong enough that I ought to just hold on to all of this (so far) very good thing, or if it might be both prudent and rewarding to sell 1/2 and buy into GSY with the proceeds. I hold both CM and BNS but in reasonable weights and mainly for dividend growth, and I wonder if looking for some torque from GSY with the profit I've made in KEY makes sense.
I'd sure appreciate your thoughts. Thanks.
Peter

Read Answer Asked by Peter on July 26, 2021

Q: I own TRP, ENB and PPL in my regular investment account. In my TFSA I hold small positions in KEY and SIS. I am retired and looking for income primarily but think 4 pipelines is probably too many. I am thinking of selling either PPL or KEY and buy more SIS. Thoughts and what pipeline would you sell?

Ken

Read Answer Asked by Ken on June 16, 2021

Q: I am wondering if you have any idea what is going on with Keyera, it is up about 30% in the last 6 weeks or so, and does not seem to be stopping. Would the idea that IPL is in play maybe have someone looking at Keyera as the next possible take out. Would someone with very deep pockets be acquiring shares, possibly a Brookfield entity, thinking if they lose IPL to PPL, they would go after Keyera. I am not complaining, but I have just had to trim my position, and it has been top of mind for a week or so now.
Thanks

Read Answer Asked by Greg on June 08, 2021

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: Hi 5i,
After a painful wait I am finally breaking even on KEY (div were dripped). I have 5% position.
Do you see any near term catalist that can move the stock further?
I rather buy something with more growth like MG (I do have linamar at 4%). Do you think holding MG and LNR would present too much concentration? Altogether I hold 45 stocks and 4 ETFs.

Read Answer Asked by JR on May 31, 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: 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: I have BPY.un in my TFSA and I intend to sell it as soon as Brookfield raises its offer (hopefully). To replace it, I will choose between PPL and KEY; I own both in a cash account and my strategy for my TFSA is to "hide" higher-yield equities in it, hence my willingness for putting PPL or KEY in my TFSA. For a 10+ years holding, which one should I choose if I want dividend growth, some capital growth and lower volatility?

Thanks, Martin

Read Answer Asked by Martin on February 12, 2021

Q: How would you rank the following, upside opportunity with total return(div and capital appreciation). Are there any you would avoid. Horizon is 2-3yrs.

Read Answer Asked by Christopher on February 11, 2021

Q: Thanks for your precious advise. I experience my best investment years since I enrolled with your service. Retired investor with a long term view (I hope LOL LOL) I currently own the above mentioned stocks and would like to increase marginally my weighting in energy. KEY and TOU have the most weight currently. All can be increased in weight but would rather add to 1 or 2 max. A mix of good dividend and capital appreciation is sought. Where would you go from here? I don't mind adding another company if need be for better diversification if needed. Please rank in terms of preference.

Thanks

Yves

Read Answer Asked by Yves on January 25, 2021

Q: Hi 5i,

Please kindly comments the above stocks (FTS, SU, ENB, KEY) in oil related sector, I am thinking to invest for 1-2 years, kindly to rank the risk and potential in coming future. Should I keep all of them or may suggest to take off one? Perhaps I should consider FTS more on utility rather than oil related? Thanks for your advise.

Read Answer Asked by ma on January 20, 2021

Q: Can you tell me which stock is currently cheaper to buy and the price metric you rely on: Birchcliff or Keyera? I would like to get exposure to natural gas sector and based on Q&A these two companies seem to be your current favourites. Are there other significant differences between the two to factor in? thanks again - John C

Read Answer Asked by john on January 15, 2021