Investment Q&A

Q: Please comment on the relative pros and cons for each, and rank them for purchase soon. I am grateful for your excellent service!

Q: Good morning,
I just completed my annual portfolio review to identify potential tax loss harvesting candidates for the 2020 tax year and given that both KEY and ENB are both underwater, I am considering the option of selling both stocks and repurchasing them in 30 days.
My first question is which stock, stocks or ETF would you recommend I purchase to replace KEY and ENB for the next 30 days before repurchasing both KEY and ENB if that is indeed my best course of action.
My second question is whether or not these two pipeline stocks continue to have a place in an income generating non registered account portfolio or should I simply replace them now with some other income generating stock and if so which one or two stocks would you recommend.
I thank you in advance and look forward to hearing your response.
Francesco

Q: Good morning and thank you again and again and again for your precious enlighted comments. In the context of the light at the end of the tunnel. I'm currently underweight in Basic materials (own 3 gold miners) Energy (own key and tou) Helathcare (own veev and gud) Real estate (own dir) Where would you add first and would you please add suggestions as to how to complete my weithings.

Thanks as always.

Q: Transalta announced today that they will be changing their electrial coal fired power facilities to natural gas by the end of 2021. Will this benefit Keyera in any way

Q: Can you please give us your thoughts on their 1/4ly releases, Thank You

Q: What is your opinion of Keyera's Dividend sustainability going forward.

Thanks Valter

Q: Good morning 5i team;
About 1/3 of my portfolio is invested in the pipelines and mid-stream companies. It appears that the future will be focused on ESG, climate change and reduced consumption of fossil fuels. With these trends in mind, in your opinion, how will my current portfolio of pipeline and mid-stream stocks survive the transition to a low carbon future?

Q: Please rate the above for survival and continued Div. payout in the next 5 years, based on cash- flow that well covers the dividend . I am a senior and need income. I have a position in all the above and would like a rating best first. Please insert your suggestions for the above criteria.
thanks
Yossi

Q: Using the valuation metrics that produce a Topaz IPO price at $14, what would Keyera have as a stock price? ( Am I correct in assuming the two companies run a very similiar natural gas infrastucture business ? )

Q: In several responses to questions on Keyera-KEY you have suggested it could be a takeover target. Is this a rumour on the street and if so, would you please elaborate on who you think would be interested and why. Thank you.

Q: Thank you to the entire 5I team for your wise advice which helps us make important decisions for our lifelong savings. That said. There are many uncertainties as a second wave of COVID approaches, the American elections which are already problematic, not to mention the results which could be contested and which would plunge the market into great uncertainty. Couple this with the tax season losses and you have a month of October and November that should certainly be very volatile. This leads me to ask a question of market timing, yes I know no one can predict the market but for stocks that have fallen a lot this year like those offered in this question and that I own, is it not timely to sell before sales season and buy them back or other bargains during tax season?

Thank you

Yves

Q: The Canadian pipelines had a bit of a dip on Wednesday. Is this share price decline related at all to the hurricane in the US? If so, how will the hurricane impact business for the Canadian pipelines, as a whole?

Thanks.

John

Q: Thank you all 5I staff for your precious support.
My question is more about Nat gas in general. There is a rise in the price of nat gas as a commodity and also with the related companies . What do you think is behind the rise ? Do you see this move as a momentum move or more secular and sustainable? What would you think about completing my energy exposure with the 2 companies above. I'm retired and own Enbridge in sufficient value.

Yves

Q: Which one has better growth prospects?

Q: Your thoughts on their 1/4ly earnings, thanks

Q: I hold these energy related stocks which are all in the red from 15% to 45%. In what order would you rank them? Would you sell all of them or keep some? If there is no tax loss that can be offset against tax gain, would you still sell some or all of them?

Q: Could I have your opinion on Keyera. Is it a buy now and is the dividend safe.

Q: Would it make sense to switch from ALA to KEY to crystallize losses, or just keep my ALA if I don't need to to crystallize my losses,

Thanks

Q: Please rate the above for the following criteria (best first):
Safety, valuation, dividend sustainability,long term strength,
thanks

Q: Thank you for your answer; between those companies, which one are your favorite for holding in the long run and would it be relatively safe to invest in them ? I only know personally fiera and keyera.