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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Please provide your comments and financial position on these LNG producers listed large to small on market cap.
What percentage of their business is strictly LNG.
Are dividends sustainable that are ranging from about 7 to 15%.
thank you
Read Answer Asked by JACK on November 09, 2020
Q: Looking for your thoughts (arguments pro and con) and perhaps suggestion. I'm currently out of Pembina Pipelines (PPL:CA) for tax loss harvesting (I've temporarily added to my ENB holding to maintain sector exposure). But here's my question: should I just avoid rebuying PPL (after 30 days)? Currently, I have exposure to both TRP (2.7% weighting) and ENB (2.1% weighting) within our family's ~55-stock portfolio. Maybe it is "best" (simpler, higher-quality companies, etc., at expense of somewhat less diversification) to just keep the 2 pipeline stocks (TRP, ENB) versus going back to having 3 stocks (TRP, ENB, PPL), but maintaining similar overall pipeline weighting (~5% of portfolio). What do you think?
Ted
Read Answer Asked by Ted on November 09, 2020
Q: Retired dividend-income investor. With the dust trying to settle on the USA election, where do you see the Canadian Energy sector sitting over the next year or two? I understand Renewables are taking off (I own AQN, FTS), but Renewables are very expensive right now and it is going to be a long way off before the oil industry is going to be extinct. My own feeling is we have at least a 20 year runway in front of us.

Having said that, TRP's Keystone XL is potentially in Biden's crosshairs. The research I have done is a) if KXL is constructed, then good for TRP, as it is apparently not priced in to its stock price; b) if KXL is flushed, then also good for TRP as the uncertainty is removed and TRP has plenty of other growth projects in the process of being approved/constructed; c) also if KXL is flushed, TRP would have so much free cash flow, that it would be a "cash cow".

The reason for my question is I have a almost full position in TRP and I view TRP as very cheap right now and was going to top it up. Your thoughts please?

Thanks...Steve
Read Answer Asked by Stephen on November 09, 2020
Q: Hi team
this stock has increased his /her dividend for many consecutive years

I am aware that ATCO which owns a big chunk of Cu.ca has taken a beating as well

do you think that the dividend is safe (wonder what is the pay out ratio)
and the yield is not too high

wonder what is the reasons for the recent pull back ?

do you think it is a value trap of it is safe to start a partial position

I am looking at dividend income as well as some capital appreciation
(try not to lose too much capital as I am retired)
thanks
I have already got FTS, EMA and NPI

Michael
Read Answer Asked by Michael on November 06, 2020
Q: My interpretation from the quarterly report is there will be an expected increase in the quarterly dividend to 45 cents per trust unit. The last payout was 31 cents. Is this correct about the dividend increase. This is the exert from the company:
Following the GWM Contribution and the restart of distributions from BCC and Kimco, the Trust's Run Rate Payout Ratio is approximately 74% when including distributions, overhead expenses and current distributions to unitholders expected for the next twelve months. As calculated, the Run Rate Payout Ratio is expected to generate approximately $15.9 million in excess cash flow or $0.45 per unit;
Read Answer Asked by Steve on November 06, 2020
Q: The BIP.UN and BIPC difference is approached $20. It seems that when BIP.UN goes up BIPC goes up twice as much. For a clear momentum stock, would you invest in BIPC instead of BIP.UN, thanks
Read Answer Asked by Dennis on November 06, 2020
Q: Hi 5i
BEPC and BEP.UN together represent 8% of my portfolio currently (BEPC=5.6%, BEP.UN=2.4%). Both are doing well and it appears they will continue to provide nice gains over time. I am wondering about trimming BEPC. What would you consider to be a reasonable % holding for BEPC and BEP.UN together? Thanks!
Read Answer Asked by Lois on November 06, 2020
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