Investment Q&A

Q: I have a question about 891
Based on Morningstar info, Enbridge appear to have done something over the last 6 weeks or so that significantly reduced market cap, reduced P/E and P/B, and increased yield. What happened and how will it impact total return?

Q: Hi,

According to Morningstar, ECI's dividend payout ratio is 184 %. If I am not mistaken, such a high ratio is often a sign that the dividend is unsustainable. According to your latest report and answers, ECI seems to be in good shape financially and well set up for future growth, even after the recent earnings miss. Could you please explain when and why such a high ratio should or should not be a source of worry?

Thank you very much!

Q: I am holding TRP 6.1%, ENB 0.5% of portfolio. Considering to sell all of ENB and enough of TRP to invest 3.3% in PPL. Do you consider this a reasonable move or would you recommend a different mix for my pipeline holdings? Should I hold all three? Thank you. Your advise is appreciated.

Werner

Q: This is a high yield fund with not a lot of information on it out there. Is the dividend sustainable? How do the financials look? What are they mostly invested in at this stage? Thanks.

Q: I read about the recent problems regarding corruption in Brazil, and the huge drop in the brazilian markets today. Since BIP has major projects in brazil, I am left wondering if the latest problems there will impact BIP. If so, will the impact be short term or longer term? Or the problems such that we should lighten up on the stock?

Q: chemtrade has fallen to resistance, but I still have a small profit.
Would you recommend taking it, or waiting for an improvement?

Q: Would you recommend one over the other of these two, and if so, why?
Thanks

Q: sorry if this is a long winded question. after yesterday's pull back and looking like some more today this might be the pullback everyone has called for since the beginning of the year. i've put together a list of companies i'd like to add to if prices got cheap enough. most are are utility/telecom/pipeline names that have done so well for me over the past few years. seeing as these names have benefitted from the low rate environment and possibly people looking for yield (bond alternatives) is this the right strategy going forward? i'm in love with the dividends but don't want to let that skew my investment so i'm looking for your advice. should i be looking at allocating cash to other sectors that might not be impacted negatively by rising rates? i have room to add to my financial, tech, and industrial holdings based on current weighting in my portfolio.

Q: I currently own BEP.UN and BIP.UN. Thinking of adding BAM.A.
Are these companies linked in such a way, that really bad news would bring the other Brookfield stocks down?
Thanx
Saw your response on rating the order of the Brookfield stocks on the 17th. Noticed you put BAM.A ahead of all the Brookfield stocks.
What makes it better than the two I have , in your opinion.

Q: ENB has been on a downward trend since late January, accelerating sharply lately. PPL is doing much better? Why?

What do you think are their prospects for the next two years?

Q: Oil has been going up in the last few days but the pipelines are getting hammered. Any special reason for the group to go down...and IPL in particular?
Thanks

Q: Hello 5i,
I need to add some geographic diversification to my dividend stock holdings. I only have Canadian companies at present. Is there a mutual fund or ETF that you would recommend? I'm looking at the Sprott Global Dividend Fund. What do you think of it?
Dennis

Q: I am retired and have holdings in Alaris Royalty and Cominar REIT for income in a broadly diversified portfolio, but have incurred unrealized capital losses of 12% and 6% respectively.

Should I continue to hold, sell or buy more at these levels?

Capital preservation is on my mind and are there better companies than the ones I hold?

Thanking you for your opinion

Q: What is your opinion of Borax recent quarterly results and how would you rank it amongst the following stocks: AQN, BEP.UN, ECI, TRP, ENB? Thank you.

Q: Please rate these Brookfield companies in order of you best choices for growth, valuation and risk.
Thanks,
Terry

Q: Scanning your latest research summary the 12.3% yield on NAL jumped off the page at me. Your B ranking doesn't put up a red flag but it also isn't in your portfolios. What is your outlook for this company. Will it continue sideways? Chances they will bring back the div? Possible short term buy at the $2 price with expectation it will pop back up to the recent $2.5 range for a short term profit? Or move on to better things realizing the 12% annualized div is gone and was a statistical hangover from better days...Any other yield traps on your list...BDI, ADN, CPX...

Q: looking back it looks like ALA and IPL have been base building for about 15 months. Is that significant or is the price of crude the only factor in the pricing? What does your reply say about the viability of technical factors in stocks like IPL and ALA?

Q: My birthday always prompts an RRSP review and the magic age of 71 is not that far away so I am slowly transitioning from equities to safer, dividend yields as I won't need the funds for quite a while after I have to convert to a RRIF.
I have just initiated good positions in Hydro One and the new ECN preferred. I am looking at Enbridge and Altagas for at least a ten year hold and would be happy with just the dividend. I already have a good chunk of Interpipeline.
Are pipelines in particular and dividend companies in general looking at significant headwinds with interest rates slated to rise, probably quite a bit, over my ten year plus timeframe. I'm looking for investments that I can park and collect without undue concern.
If not them, then who, with the criteria outlined?
Thank you.
Steven

Q: Hi team, which of these 2 stocks would you recommend for a long term hold in an income portfolio right now. I already hold SPB and BEP in this account.
Thanks

Q: how strong a buy would you rate it compared to other opportunites