Investment Q&A

Q: How do you feel about the Enbridge Inc. 4.40 % Rate Reset Preference Shares, Series 11 issue announced today? Is this a good, safe hold? Any additional details you can provide about "preference shares"? Thanks!

Q: ENB - Enbridge

up 15% in 60 days... what do you see moving forward say 6 months - 1 yr?

Thanks for all you do

Gord

Q: Hello 5i - As always thank you for your help.
I would like to add to my pipeline holdings.
Which pipeline do you see as having the biggest growth potential in the next 5 years.

Craig

Q: Hi Peter and Team,

I have IPL in my RSP and PPL in my wife's RSP would you recommend switching both for ENB as per the new portflio?

Thanks, Irshad.

Q: I have reviewed the income portfolio with great interest. My question has to do with three of the picks that have a relatively low dividend - ENB, L, SLW. From my previous questions on this subject, I know that these are quality companies with generally growing dividends and therefore increasing share prices. But if you are trying to generate income, it seems that you would have to sell some of these stocks from time to time to generate that income. Why not find other companies that generate larger dividend returns and still provide some growth potential?

Thanks for the learning opportunity.

Paul F.

Q: I currently hold no utilities/pipelines. I would like to add at this time and would appreciate your suggestions. Thanks. Your service is very helpful.

Q: My question is about Enbridge. After having your read your report, I quickly looked at its P/E value which was in the 80s. For such a large company, I figured it was a bit extreme and quickly concluded (possibly to quickly) that this was a bit of line. However, I put it on my watch list and slowly watched it creep up a few dollars.

Tonight I decided to give a further look and although the company has a huge moat, excellent revenue increases over the years, I also realized the following:

- Net income, free cash flow, EPS, ROE, ROA, Gross Margin have been consistently going down over the past 5 years (some of which had quite large decreases)
- Long term Debt, Shares outstanding have gone up over the past 5 years.

What is it that makes this company attractive? It appears to
be a well liked company, for today and for its medium and long term prospects. However, key financial metrics appear to give a different story. Naturally, there must be more than financial metrics that make a company worth investing in or accountants would all be rich. What is that I am missing?

Thank You.

Q: I would like some general information. The development of LNG in Northeastern British Columbia seems to be moving along quite well. The Government is really pushing for it and they have most of the First Nations on their side. There is site preparation taking place on the West coast at Kitimat and Prince Rupert where it is to be shipped. What I would like to know - is there a particular pipeline Company that is best positioned to take advantage of transporting this LNG.

Q: Hello Peter....Since recently signing up for 5iR, I'm doing more homework as like trying to guess your response to questions. About the comparison of PPL and ENB, I looked on the free Bloomberg site for info and it shows ttP/E as 34.5 and 85.0, respectively and then forward P/E as 32.0 and 23.9. And you mentioned ENB is cheaper. When doing a comparative analysis, what are the reason for using the forward P/E rather than the trailing ratio? Also what accounts for the significant difference between trailing and forward P/Es? Exit question: For these two companies, Bloomberg doesn't show PEG ratios. (?) What "weight" do you place/give to this ratio for analysis purposes?.........Enjoy a deep freeze week-end....Tom M

Q: Hello 51 Staff
Re PPL and ENB. I am trying to determine which of the two companies to purchase, trying to compare risk factors, div rate, projected growth, and other various metrics. Both companies appeal. What are the main determinants as you see them especially as to growth rate, risk factors. Thank you very much

Q: Shud I take a break from ENB. Re-entered on a dip 14 yrs ago - a US site claims I rec'd 22.2% APR ignoring trimming - G&M still rates it "strong buy" but INK/TD says insiders have sold $45+M thru-out last year (CFO $24+M)?

Q: A question about Enbridge. I love it when my stock go up especially in days the market is neg. Today Enb has a pe of 44.
Is that not in sky high levels. For example Priceline pcln growing at double digit levels has a pe of only 35 .
Am I missing something?
Thanks for your advice

Q: Hi Peter,
Would you buy enbridge today or wait for a pullback? thanks Clare

Q: IPL and Enbridge have showed a steady decline in share price since mid-october ?

Q: Enbridge Inc. 4.40% 5.25 - Year Rate Reset Preferred Share

Short Description: Treasury Offering of Cumulative Redeemable Preferred Shares, Series 7
Price: $25.00 CDN per share.
This is a new issue just announced yesterday.
Preferred shares have not done well of late but given the stability of this company would these shares be a good investment at this time?

Q: I am interested in the question from Gary and your answer re: ENB and ENF. According to the Globe website, ENB has a beta of -0.037 and ENF 0.513. This would suggest ENB has far less volatility than ENB. But first, what does the negative number on ENB mean and, are we comparing apples to apples?

Q: Hello Peter and Crew,
Could you please rank in order of your preference, Enbridge, Pembina and Inter Pipeline with a brief explanation.
Thank you for your great work. I am very pleased with your program.
Thank You,
Barry

Q: Any particular reason why Enbridge is down over the past 3 days? Thanks.

Q: I'd like your feedback on the following purchases I've made in the last 3-8 months: ENB, down 5.8%, HR.UN down 2%, MRG.UN, down 15.2% ---- should I get out of any of these?
Also, what's your opinion on holding CJP?
Thanks --- love the service, will definitely renew!

Q: Peter what would be your favourite pipeline to invest in?