With BEP's earnings announced Wednesday morning with a slight near-term miss but positive outlook for 2018+ and potential deal flow in India down the road, can you shed any light on what is driving today's (thursday) selling pressure. Price action is -3% on what seems to be no news. Arf! Arf! Arf! Is this year-end portfolio manager action? Volume a little higher than normal. Maybe I'm just scared of the wind...
The only pipeline company I own is IPL. I have been looking at ENB for a while but can't make myself pull the trigger yet. One of the reasons I originally chose IPL instead was that it had (and still has) a much lower P/E ratio, reflecting much lower growth expectations. ENB currently sits at a P/E of roughly 35 which makes no sense to me. Do you think part of the reason for the price decline over the summer is due to investors reassessing growth (multiple compression) or am I over-emphasizing P/E when looking at pipeline companies?
Can you recommend a template that I can use to determine sector allocations? Should allocations be within a particular account or for my entire portfolio?
Q: Medical Facilities seem to be on a down trend. What can explain that and what do you suggest I do since I hold the stock? Do you expect that this weakness is temporary and that the stock should recover or is it a long term down trend?
Thanks
Michel
Q: I need to sell for a RIF withdrawal.
Which would you sell - TRP, ALA, RPI.UN?
Your new site looks great but I am still a bit lost! (and still a new member)
Connie
Q: Hi, please comment on ENF’s earnings. They appeared OK to me but stock is initially selling off, is it mainly in sympathy with ENB selloff? Thanks...
Q: Both AQN and ENB hit this morning with ENB reaching a yield over 5%. Have no pipelines and a 4% position in utility { KWH.UN } Considering a 4% position in each of the above. Is adding AQN over weighting utilities speculatively ? What is the reason for ENB's pullback of 3% today and do you approve of a purchase at today's prices. If I were to only add one which would it be ? Cash position currently 23%.
Thank you
Q: I have a full position in AQN and have become interested in INE due to their latest aquisition. Please compare the two for growth and income. Should I switch, or would a half position in each make sense? - Cheers, Ted
Q: Hi 5i:
The new website looks great and I am finding it much more user friendly.
I would like your opinion with regards to yesterdays transaction on AQN's decision to diversify outside of North America and do you look favorably on the deal.
Thank you.
Q: After reading why dividends are the most stable form of total returns, which ETF would be considered a “dividend aristocrat” in the US? I already own VYM high dividend yield, VGH dividend appreciation and VHT health care. I would replace or add to current etf. Thank you Kim
Q: My grandson has just begun working and wants to start an investment plan with a long term objective. Could you provide your recommendation for 5 safe dividend growers that also drip.
Thanks much for the excellent sevice
GUY R
Q: Regarding Maurice's question about the estimated income for PMIF, as 5i has noted elsewhere it is an etf that duplicates the Pimco mutual fund PMO005. While the indicated yield is small, the average annual return of the latter is 6.62% after one year, 5.19% after three years, 6.42% after five years, and 10.95% since inception. These numbers far exceed the benchmark. Since the etf has less expenses, wouldn't the etf exceed the returns of the mutual fund? Thank you.
Q: hello 5i:
Looking at CAR.UN, I see present AFFO is 22.3 vs a normal AFFO of 17.1. I note you're still recommending it when looking back at past questions. I'd like to add to my holdings; can you help justify the valuation?
thanks
Paul
Q: I am trying to break my need to hold on to my losers. I have held KPT for 4 years with nothing to show other than the dividend. I like the dividends but I don't have need of them at this time and I want something with some growth too. Should I give it up? If so any suggestions for a replacement?