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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: Hey 5i folks could you give me your views positive and negative on investing in these six without regard to sector allocation. Looking at a 5 year hold. Perhaps ranking them from most to least favourite. Thanks for your help - Ken
Read Answer Asked by Ken on August 29, 2017
Q: Hello team,

I am looking for income in energy sector? i am leaning towards a investment in more of a gas related company than oil, I believe its a better longer term bet. The two companies i am most interested in are Keyera and Altagas. They both have been trending lower lately! What is the main difference in the two companies, and which is your favourite for a 3-5 year hold. Plus could both be owned? Do they compliment each other?

Thanks,
Stephen
Read Answer Asked by Stephen on August 24, 2017
Q: Hi Peter, Ryan, & Co.,
Keyera sold off today, I assume after the market reacted to the latest earnings reported yesterday. Can you comment on the most recent quarter's results? I've watched other energy infrastructure companies like IPL, ENB & ALA sell off considerably recently - are these great buys now, or is the entire sector in long-term decline?
Thanks,
Brian
Read Answer Asked by Brian on August 11, 2017
Q: Want to refine my pipeline/processor holdings consisting of ALA,ENB,ENF,IPL,KEY,PPL,VSN.
Looking for yield plus growth of ~7%. Have held all for over three years and some seem range bound,Not sure which have the most castalyst for growth.
Your thoughts on best to own and which to drop. Would likely convert the proceeds of disposed ones into more of the holds to maintain same total $ position in the group.
Read Answer Asked by Peter on July 24, 2017
Q: Please rank ENB, TRP, PPL, IPL & Key as to their dividend rate, safety of the dividend and the volatility of the share price from best to last. I want to add one of these companies to a RIF. Thanks
Read Answer Asked by Richard on June 15, 2017
Q: Hello 5i,
A guest on BNN recently mentioned Keyera in the context of being a potential take-over candidate. I realize such is likely nothing more than idle speculation, but I am now curious: where would such a bid most likely originate? Utilities such at ENB, FTS, TRP, etc or more the likes of a Suncor? Or, are either equally as probable?
I would like to know what kind of viable candidates you would see out there. I am guessing KEY would go to a Canadian buyer under the present set of circumstances. Thoughts?
Thanks,
Cheers,
Mike
Read Answer Asked by Mike on June 02, 2017
Q: Hi Peter, Ryan & Co.
I've been holding Keyera for over 5 years, mostly for the income. They announced a 6% dividend increase yesterday, along with quarterly earnings. Can you please comment on the latest quarterly results wrt volumes, cash flow, and whether KEY can continue to increase its dividend by 5-6% per year looking forward?
Many thanks,
Brian
Read Answer Asked by Brian on May 11, 2017
Q: I have owned IPL, PPL & KEY for many years & as a result have built up substantial capital gains & continue to receive very healthy monthly dividends. My question &/or query is whether to continue with these very staple equities or sell all or part to better deploy funds in other sectors. I do not NOW hold any direct oil or gas investments; having sold all in early 2015 as I firmly believe the oversupply of oil & gas will only continue to grow throughout the world until we have replaced it with alternate technologies. Your comments are always appreciated. Thank you.
Read Answer Asked by Robert on March 16, 2017
Q: Hello 5i, between these energy companies, TRP, ENB, PPL.un , and IPL.un, KEY, which of the following companies would you recommend buying now for a long term hold?
Please advise from best to least liked, or please advise if you would have a different recommendation of the energy sector companies? Thank You.
Read Answer Asked by Valter on November 23, 2016
Q: Enbridge and TransCanada have both been buyers this year down south. Does consolidation of other Canadian energy infrastructure companies seem likely to happen and if so which ones would be most likely targets to be bought? Decent dividends and a good possability of a takeover seems like a good idea. THANKS
Read Answer Asked by John on September 27, 2016
Q: Hi team: there is a prediction that it will be a cold winter, it could benefit the above gas stocks which I have in a half position, how would you rank the above in terms of 1)safety and 2) potential upside ? Thanks Micahel
the stocks I have interests are: Altagas, Toumaline, arc energy, peyto and keyera (Ala, Tou, Arx, Pey, Key), thanks team
Michael
Read Answer Asked by Michael on September 06, 2016
Q: I have 20k in which to invest in a new TFSA what are your thoughts on the following as to dividend growth and safety NFI KEY PBH WPK PLC This is for a long term hold
THKS much
Read Answer Asked by Marcel on August 22, 2016
Q: I hold TOU, ALA, KEY. Down 18%, 24% and 13% respectively. This is all my direct oil/natural gas exposure which represents 17% of my entire portfolio.
I have 10+ years investment horizon for these stocks. These stocks fluctuate a lot which I don't mind but I dislike being underwater for a prolong period of time.

Should I stick with these names or should I make a switch to other oil companies like VET? If yes what names would you suggest and how should I divide the investment % wise? Which stock(s) to sell and which one to keep? Switch now or later?

The goal of the switch is to position myself for eventual(I believe) oil recovery.

Appreciate your insight.
Read Answer Asked by JR on June 15, 2016
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