Investment Q&A

Q: On Feb 16th when comparing PPL to ENB you commented that the consensus was that PPL would see a significant drop in earnings this year. Why would earnings be reduced? Higher interest rates, or are there other issues??

Q: hi, AQN is ex-dividend today. does this mean I can sell today ( assuming all dividend hunters have not driven the price down by selling today too) and get the next dividend April 14, 2023? cheers, Chris

Q: I have held TRP for a long time recommended by all analysts who cover it. I do understand that pipelines are rarely to be added in the future and TRP is a huge owner operator in N.A. They also manage to increase dividend (now @7%) every year. It's payout is in excess of 500%. Can you explain how TRP is so overrated with such a poor payout ratio?

Q: Why has ENB dropped in the last 1 year from about $58 to $49.96?
Thank you.

Q: Thinking of selling this one..what could be decent replacement ? Many thanks!

Q: Hello 5I; could you estimate what the cost would be to ENB stock price if their Line 5 pipeline does not get approved by the US government?
Thank you and regards, Ron Lepofsky

Q: What are your thoughts about the sale of the Montney assets to Crescent point ,and with a prospect of 9.50/ share dividend to Spartan shareholders, do you see any negatives for the shareholders of either company?
Thanks,
Philip

Q: I own the above pipeline stocks in various accounts. In my flee to safety and dividends, I am now overweight in this sector. Could you please rank the above securities and which security you would hold or sell.

Thanks
Dave.

Q: This was a top pick on BNN today and looked interesting. I have room in my TFSA and was wondering what your thoughts are on this company.
Thanks, Lesley

Q: I understand that, on its ex-dividend date, a dividend-paying stock will likely decline in proportion to the value of the payout. Knowing that, can one do anything to avoid getting caught in a rush-to-the-exits? For example, while WFC declined by $3 (that is, by the payout value) on the ex-dividend date, it continued to decline (by an additional $2.50) over the following two days (it has since recovered.)

In this connection: where the exchange supports trading outside of regular trading hours, does the 'ex-dividend date' still align with the regular open?

Q: What is the difference between these 2 stocks if held in RRSP? The US stock has a dividend of 4.1% and the Canadian stock has 2.99% dividend.

Q: Do you think that the Canadian Internet providers are at risk of being disrupted by Starlink? Have the Telcos addressed this issue to the investment community and explained their strategy to deal with this challenge?

Thanks.

Q: Given the results just released, what are your thoughts on Sagicor. I have it mostly for the dividend but not happy about the 15% loss I've had. Any chance it gets back up around $ 6.00 anytime soon ? And do you think the dividend is "safe" ?

Q: Hello 5i Team

I currently hold Enbridge (ENB) and looking selling 50 % of my ENB holdings and purchasing Gibson Energy (GEI). The resulting portfolio would have 2 GEI shares for every 1 ENB

Overall my total dividends do not change significantly as the ratio of ENB dividend to GEI dividend is 2.28 (0.8875 / 0.39 = 2.28).

ENB raised their dividend 3.20 % in 2023 versus GEI which raised their dividend 5.48 %. My thoughts are ENB will continue to raise their dividend by 3 % per year (slower growth) and GEI will continue to raise their dividend by 5 % per year.

Is this a reasonable course of action or should I continue to hold a larger portion of ENB and ignore GEI?

Thanks

Q: Comments on quarter

Q: I'm considering adding PPL to my portfolio and just went through their website. I found the mix of Oil vs Nat Gas vs LNG very easily...Oil = 40%, NG = 25%, LNG = 35%.

For comparative purposes, I went through TRP and ENB websites = not so easy to pull out the same data breakdown. Can you help...thanks...Steve

Q: With EPS of $2.96 and a forward dividend of $3.87, is there any danger BCE could cut its dividend or do they have sufficient free cash flow to cover it indefinitely?

Q: Corby now ranks among the top 10 undervalued stocks in the Consumer Defensive sector and is trading near its 52-week low. It recently reported decent second quarter results, pays a nice dividend and carries no debt. Do you agree this is a good entry point for a small position, long-term hold in my RRIF? I am otherwise well diversified and have good liquidity.

Q: I'm generally underweight energy and was thinking of averaging down on TOU and ENB and starting a position in CNQ.

I'm a bit hesitant with ENB.

Any concerns? Or anything I should be aware of?

Thanks,
Robert

Q: Retired, dividend-income investor. I hold AQN in my RRSP, bought it in 2011 at $5.60 (not a typo) and have trimmed it multiple times due to asset allocation. Not that it matters, but I am still up 15% over my ACB.

Looking forward is what really matters. AQN is up roughly 20% from it's low of around $9/share. Q#1 = Do you think AQN can continue their short term performance?

I hold AQN, FTS, TRP, NNRG, NRGI, and utility-energy stocks held within CDZ, ZLB, ZWC. Q#2 = What conservative utility or infrastructure stocks should I consider that might "fill the gap" in my current holdings? Please list 4-6 stocks for me to do further research on.

Q#3 = Should a component of "renewables" be a consideration? That was one of the reasons for holding AQN. Ideas?

So the bottom line is = what's done is done. AQN appears to be starting to recover and there is always the chance of being bought out.
1. Hold of sell,
2. Replace with what,
3. Include renewables?

Thanks for your help....Steve