Investment Q&A

• Duke Energy Corporation (Holding Company) (DUK)
  • View DUK Profile
  • View Questions on DUK
• Consolidated Edison Inc. (ED)
  • View ED Profile
  • View Questions on ED
• Southern Company (The) (SO)
  • View SO Profile
  • View Questions on SO
• TerraForm Power Inc. (TERP)
  • View TERP Profile
  • View Questions on TERP

Q: I’m looking to add a U.S. utility stock to my portfolio, what are your thoughts on these companies? Any others you would suggest?

Upvote 0

Read Answer Asked by Dan on June 07, 2019

• KeyCorp (KEY)
  • View KEY Profile
  • View Questions on KEY
• Pembina Pipeline Corporation (PPL)
  • View PPL Profile
  • View Questions on PPL
• Inter Pipeline Ltd. (IPL)
  • View IPL Profile
  • View Questions on IPL

Q: Wondering if this is a good time to take a position in one of these Canadian mid-stream oil companies. Which one would you buy today if looking for the highest short term price appreciation? (say over the next year). Why?

Upvote 0

Read Answer Asked by Les on June 07, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
  • View TCL.A Profile
  • View Questions on TCL.A

Q: What is your take of Transcontinental after the conference call?
I decided to listen to the conference call myself and felt even the analysts were somewhat discouraged.
However, the CFO's comments on hearing the last of printing issues seemed promising.

Much appreciated!

Upvote 0

Read Answer Asked by Massimo on June 07, 2019

• BCE Inc. (BCE)
  • View BCE Profile
  • View Questions on BCE

Q: Dear 5i,
For communication exposure in Canadian portion of the portfolio would you add today BCE and/ or T to well diversified RRSP and TFSA? This is for Income conservative investor. If yes would you suggest full or half position? Thanks in advance.

Upvote 0

Read Answer Asked by Hali on June 07, 2019

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: Could you give your thoughts on ENB as an investment given the current Michigan Line 5 issues. Thanks

Upvote 0

Read Answer Asked by Donald on June 07, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
  • View TCL.A Profile
  • View Questions on TCL.A

Q: Hi, based on the results, would you prefer to wait another quarter or two, before pulling the trigger to liquidate the position and free up the capital. Results seem to be a little bit reassuring and CEO sounded more optimistic about Coveris integration, this time around. Thanks

Upvote 0

Read Answer Asked by rajeev on June 07, 2019

• Vermilion Energy Inc. (VET)
  • View VET Profile
  • View Questions on VET

Q: Comment from Tony Marino president and CEO at VET at RBC global energy conference this week:
Under the current pricing environment, the company believes its dividend and capital program to be over-funded.
Vermilion expects to cover its dividend plus sustaining capital spend at a US$40/bbl WTI price, with growth capital covered
at US$50/bbl.
The company observed its elevated dividend yield but affirmed commitment to its current levels.
Reassuring for those worried!

Upvote 0

Read Answer Asked by Denis on June 06, 2019

• Just Energy Group Inc. (JE)
  • View JE Profile
  • View Questions on JE

Q: How can Just Energy continue to pay their same divy even after a money losing quarter.?! Stock was up 5% today to $4.74!

Upvote 0

Read Answer Asked by Thomas on June 06, 2019

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Fortis Inc. (FTS)
  • View FTS Profile
  • View Questions on FTS
• Algonquin Power & Utilities Corp. (AQN)
  • View AQN Profile
  • View Questions on AQN

Q: Hello, Within a long term hold rsp account, would there be a benefit to adding FTS to a portfolio with ENB and AQN already owned? Thanks

Upvote 0

Read Answer Asked by Lavern on June 06, 2019

• Vermilion Energy Inc. (VET)
  • View VET Profile
  • View Questions on VET

Q: Hi, VET drops to $29. Now the dividend is close to 10%.
My questions are : (1) Will the dividend be substantable？(2) If the oil price continues to drop, do you think the company cut the dividend？Is the possibility high？Thanks

Upvote 0

Read Answer Asked by Esther on June 05, 2019

Q: Can you please give me your top Canadian dividend pick at the moment based on valuation, yield and dividend growth. I am overweight in financials. pipelines ,utilities and energy. Please have the pick not be one of the mentioned groups.

Upvote 0

Read Answer Asked by Joe on June 05, 2019

• Algonquin Power & Utilities Corp. (AQN)
  • View AQN Profile
  • View Questions on AQN

Q: After AQN's recent acquisition CIBC published a report predicting minimum growth from the current stock price; Canaccord's target price is actually lower than the current price. Now analysts are wrong more often than not. Your view of AQN's prospects? Thank you.

Upvote 0

Read Answer Asked by Walter on June 05, 2019

• Cineplex Inc. (CGX)
  • View CGX Profile
  • View Questions on CGX
  • View Reports on CGX

Q: Would you take a position in CGX at these level ? 5 year time horizon. 3% of portfolio.
Is the 7.5% yield correct / safe ? Can you please comment on their payout ratio.
Thank you

Upvote 0

Read Answer Asked by Pierre on June 04, 2019

• BCE Inc. (BCE)
  • View BCE Profile
  • View Questions on BCE
• Hydro One Limited (H)
  • View H Profile
  • View Questions on H

Q: Currently have cash flowing rental property where I've built some cash reserves that I'd like to put to work. Looking for stable, lower risk, higher yield opportunity to put this cash to work in TFSA. Any recommendations?

Upvote 0

Read Answer Asked by Rob on June 04, 2019

• Algonquin Power & Utilities Corp. (AQN)
  • View AQN Profile
  • View Questions on AQN

Q: What do you think about the recent acquisition of the Bermuda assets? Do you see a dividend raise in the near future as a result?

Upvote 0

Read Answer Asked by Adam on June 04, 2019

Q: here's a PSA for the gang

the brookfield group of companies are generally solid businesses and good stocks

yet, the tax reporting is generally late and mostly very convoluted

PSA - if at all possible, place brookfield assets in registered accounts

you, or your accountant will be happier

bob

Upvote 0

Read Answer Asked by Robert on June 04, 2019

• Brookfield Property Partners L.P. (BPY)
  • View BPY Profile
  • View Questions on BPY

Q: I have some US cash I was considering investing in BPY on the NASDAC. Is it a limited partnership in U S too and if so what type of account tax wise would it be best to hold it in? Thank you, Bill

Upvote 0

Read Answer Asked by Bill on June 03, 2019

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: Any specific reason for Enbridge's decline today?
Thanks.

John

Upvote 0

Read Answer Asked by john on June 03, 2019

• Fortis Inc. (FTS)
  • View FTS Profile
  • View Questions on FTS
• Canadian Utilities Limited Class A Non-Voting Shares (CU)
  • View CU Profile
  • View Questions on CU

Q: I have pipelines but no generating utilities. Looking for some growth plus steady dividends. Which would you prefer, or have you other recommendations?

Upvote 0

Read Answer Asked by Philip on June 03, 2019

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi Peter/Ryan
Do you see any Blue chip stocks on sale irrespective of sector for cash account?
Thanks

Upvote 0

Read Answer Asked by S on June 03, 2019