Investment Q&A

Q: Hi,I don't see a report on these companies since 2015, are you working on an updated report? Also I thought there was a report on GUD and HWO but they are not coming up on my symbol search. I could of sworn there was one on GUD. Thanks for all your help, I like how the reports are more detailed.

Q: I have both Enbridge and Brookfield Renewable in my portfolio. Would it be advantageous to move to one or the other? It seems that Enbridge is setting itself up quite nicely for long term growth and income and looks to be a real good buy and hold. BEP is no slouch either. Please let me know your analysis, much appreciated, thanks!

Q: Which of these companies do you prefer. ENB or TRP

Q: Hi Peter, Ryan, and 5i Team
I yearn for a position in a pipeline company. Do you think the sector is fully valued at this point, or could one of the group be cheap, or at least be reasonably priced, and provide growth possibilities. I am anticipating that the oil price will increase over the next few years.

Q: After market close on 2/24,a hedge fund manager stated- buy ENB today & sell on Monday.Please comment.Also is it a good entry point now? Appreciate u usual great services & views

Q: "A Share Change for Enbridge Inc. (ENB) in S&P/TSX Indices

TORONTO, Feb. 23, 2017 /CNW/ - S&P Dow Jones Indices Canadian Index Services will make the following changes in the S&P/TSX Canadian Indices:

Enbridge Inc. (TSX:ENB) has completed the acquisition of Spectra Energy Corp. (NYSE:SE). To reflect the issuance of common shares as part of the transaction, the relative weight of Enbridge will increase in the S&P/TSX Composite and Capped Composite, the S&P/TSX 60, 60 Capped and 60 ESG, the S&P/TSX Composite Dividend, the S&P/TSX Composite High Dividend, the S&P/TSX 60 Carbon Efficient, the S&P/TSX 60 Carbon Efficient Select, the S&P/TSX 60 Fossil Fuel Free, the S&P/TSX 60 Fossil Fuel Free Carbon Efficient, the S&P/TSX 60 Fossil Fuel Free Carbon Efficient Select and the S&P/TSX High Income Energy Indices at the open of trading on Tuesday, February 28, 2017."

Do you think that the increased weight for ENB shares in the S&P indices will result a buying pressure on the stock price, on Feb 27&28 ? Should it be material ? What are your views on ENB now, once Spectra merger has closed ? Thanks

Q: Why do pipelines, such as PPL, ENB and ENF, have been sold off so aggressively in the last while? Any particular reasons? Since Keystone XL has been revived would it not give the pipeline sector a boost?

Q: Hi Peter,
At the moments, would you buy ENB OR VNR for income and safety.
Thanks

Q: Is the 2.5% sell off in ENB primarily due to the announcement re Midcoast Energy Partners. Do you expect this to be dilutive in any way such as issuing new equity? Thanks.

Q: Could you please confirm for me that the following stocks qualify for the dividend tax credit.
$BAM.a, $CGX, $ENB, $WSP, $SLF, $BCE, $CNR, $MG and the ETF $CEW.

Thanks as always,

Vater

Q: I currently hold VET and WCP and have room to add another position. Can you suggest a viable pipeline stock?

Thank you
Marty

Q: I want to buy ENB for my TFSA but want to confirm there will not be any dividend with holding tax going on because of USA business. Can you please clarify, Thankyou JC

Q: I am a long term holder of Spectra in my US acct. I am pleased with the takeover by Enbridge, especially with the long term dividend growth guidance. Do you know if I will be given a choice of US or Can listed stock? If I receive US stock would I get the dividend tax credit, and if not can I switch to Can stock without triggering a gain? What do you think of Enbridge at today's levels?

Q: 10:47 AM 1/18/2017
Hello Peter:
My 43 year old son has a very large position in DHX Media DHX.B - it is 18% of combined portfolios and 48% of his Cash portfolio. He currently has a 5% gain at today's price, and obviously should have sold some when it was over $8 but prospects looked very bright then and it seemed that keeping it was the thing to do.

Now there is little news and it seems not much interest in this company, and just a 1% dividend, so it is drifting but looking at the one year graph it seems that it might get over $7.50 in the next few months but maybe this is just wishful thinking.

We want to reduce the position to about 5-6% of the combined portfolios but want your opinion as to whether to wait for a better price in the year ahead or just go ahead now and sell about 2/3 of the position. Or Maybe just sell the whole position as there are better choices available.

The proceeds would be invested in three or four of these for a very long hold : ENB, ALA, RY, SLF, BIP.UN, SIS, PBH, ABT. Could you please rank these in descending order of desirability for growth and growing dividends?

Thank you......... Paul K

Q: ENB: The stock price fell by 1.252% AS OF 2.32 PM today.
I found this in the news. Could this be the reason? What impact do you think this has on ENB?

Market Chatter: Refiners Shun new Canadian crude blend offer from
10 Jan 2017 08:39 AM EST, (MT Newswires) -- Enbridge Inc has approved a new stream of heavy Canadian crude for export on one of its major oil pipelines to the United States, according to four trading sources, Reuters is reporting. Reuters says the only problem is, "no one wants it." This comes amid news that a Wisconsin tribe has voted against renewing Enbridge pipeline agreements.

Q: Please suggest 5 stocks that you think have a potential catalyst in the next 6-12 months that could result in higher than anticipated returns and indicate what those potential catalysts could be. Not looking for any micro-cap or very high risk suggestions. Thanks, and have a Happy New Year!

Q: In my 35-stock portfolio, I have a 9% overall weighting in the following:

ALA - 3%
ENB - 2.5%
TRP - 2.1%
BEP.UN - 1.4%

I am assuming that 9% is an "okay weighting" for this group (?) but my main question is, whether or not you see too much overlap in these stocks.

I know this group provides a mixture of storage and pipelines that move shale oil, crude, gas, etc. I also have exposure to renewable energy which has kept me from investing in other power-related stocks such as Fortis and Canadian Utilities.

Do you have any concerns about the weighting or overlap?

By the way, the only energy stock I have is TOU - 1.2%, if that makes any difference.

Thanks.

Jim

Q: Please explain why ENB uses the "drop down" of assets to ENF? As a heavily indebted company (ENB), does this tactic make it easier to access capital in the future by selling a portion of the shares it owns in ENF than issue more debt?

Q: I am a long time holder of Inter Pipeline (IPL). I have a diversified portfolio that includes nearly all of the holdings in the BE model portfolio. When Enbridge was added to the model portfolio, I took a pass and figured I would just stick with IPL. Although IPL's share price has generally lagged ENB, as of late it has been outperforming and I am wondering if now would be a good time to switch. I know that ENB is much larger, but IPL does pay a higher dividend. Without any tax implications do you think a switch from IPL to ENB makes sense for a 5-10 year timeframe?

Q: Since Trump's victory markets have reached new highs including the financials on both sides of the border.Note that 5I has been relatively quiet.Yet many stocks including the aforementioned but not limited to,have fallen quite a lot(some more than others.The primary reason could be rotation to other sectors.If co. specific,please advise.Please advise if it is time to start buying them,& if possible list them according to your preference.Appreciate your usual great advices & services