Investment Q&A

Q: Further to Arnold’s question of March 9th. Enbridge’s stock is holding in quite well? Is this likely a result that investors believe there is a significant likelihood a positive resolution or compromise will be reached regarding Line 5? What is your best guess? Thanks.

Q: The majority of our utility holdings are in FTS /AQN, and when looking at value metrics: EV/Rev, p/b, forward p/e and yield, these 2 stocks appear to rank highest of the stocks listed above. NPI seems to be 3rd best in value, but it does have a higher p/b ratio. We also hold the following utilities in decreasing weight: BEP.UN, NPI and INE. We need to trim SU/ENB and want to add more to some or all of the latter 3 utilities - would you add the most to BEP.UN then NPI or focus on just BEP.UN? INE appears to be a bit over-valued at this time. Should we continue to hold INE, sell or add on more significant dip? We income/growth investors with 10+ year time horizon.
Thanks!!

Q: Could you please comment on LIF's March announced Special Dividend @ $1.00/shr and how that affects the expected rate of return in 2021?
Any thoughts on likelihood of a repeat payment at year end?

Q: Hi Peter/Ryan, I have XOM TRP ENB stocks in my TFSA, RSP Accounts. I was thinking of selling XOM and add some dividend stock .
pls give me some suggestions for long term hold . Thanks
Jacky

Q: Do you have a preference between VIG and DGRO? I see their 5 year performance is similar but DGRO has a better yield.
Thanks,
Brent

Q: Will you please give us your thoughts on Alaris's 1/4, and your thoughts about it's future.

Thanks

Q: GIC coming due shortly, do not want to reinvest the money at a .75% rate. I’m considering buying a fairly safe dividend paying stock or 2. They could have a some growth as well as they would be in my TFSA. Have been considering TFII. What do you think of it and could you suggest a couple of other options for me to look into..

Thanks for your thoughts and suggestions.
John

Q: I am growing concerned about Line 5 as the Michigan governor is trying to close it down. I realize there are several strategies in play to keep it open, but given how big line 5 is to enbridge, to michigan, to ontario and quebec, I can't help but wonder what will happen to the stock and future growth if it is closed down Your opinion please?

Q: Good Morning;

For telecom exposure, which would you recommend today and why? I am a 58 year old investor trying to move my portfolio more toward income generation, but already have a position in AT&T.

Q: Hi Peter
Is ZWU a good buy for an income oriented investor? Would you buy it at the current level?

Thanks

Q: I am currently down 21% in BEP.un. as is my partner both of which are in our TFSA accounts. At the age of 72 and early 80's should we be selling of would you expect a fairly quick rebound?

Q: If we do not want to accept the current Brookfield offer of $16.50 for IPL what happens now that we have received the offer from Brookfield. Will IPL be sending us a voting right to accept or decline this Brookfield offer soon?

Q: The earning for the year look decent. Too bad they give little public guidance but my understanding is that business has picked up and they project double digit growth over the next few years. Based on that scanty information do you think the stock is undervalued? I like the 3.70% divy while I wait for the company to be discovered.

Q: For new money to top up my income portfolio holdings per above. How would you rank if buying today based on valuation and future growth (revenue, earnings,dividends)
Please also rank the sectors (banks, insurance, utilities, telecom ). Thank-you.

Q: Could you comment please on LIF's latest earnings and the dividend strategy.
Thanks
Bob Rose

Q: Hi 5i team,

My question is on the future of natural gas as a heating source in Ontario, for example. I will not try to make this overly political and just provide facts based on carbon tax rates from Enbridge's site: https://www.enbridgegas.com/Natural-Gas-and-the-Environment/Enbridge-A-Green-Future/Federal-Carbon-Pricing-Program

As of April 1st Ontarians will pay 7.83 cents / cubic metre in Carbon ta . With current Gas Supply Charge (GSC) at 10.356 / cubic metre this works out to a ct of 75.6% before hst. I a short 9 years this will increase to roughly 320% ((170 ÷ 40 * 7.83) ÷ 10.356) of the GSC.

So my question is: If people move off natural gas to heat their homes, what impact will this have on the pipelines. Do you see any other investment themes to replace natural gas? Basically get off the grid solutions, although they are really expensive today,

Thx

Q: Hi, looking at income and some growth , with the view to ride out a downturn that may or may not come in the future.
With this in mind would you prefer one of the above ,or something else ? Five year or more hold
Thanks

Q: Seems like the renewables and utilities are seeing a downward spiral..Is this due to rising bond yields and will they become attractive at a certain point.

Q: BEPC .. why is it falling so much . Is it time to take it to full position . I got half at 64

Q: I am overweight in BMO shares.
I need a dividend replacement but not in financials, utilities or energy.
Your top picks would be appreciated.

Thanks