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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: Hi, ENB and BIP make up up 16% of my equity portfolio (8% each), plus I own BAM at 4%. I've been considering a trim but they've been the stalwarts of my portfolio and I've been skeptical of a big inflation/interest rate increase. Now, with talk of Trump's inflationary fiscal policy, do you think it's time to reduce these stocks? or do you feel the benefit of infrastructure spending will offset the negative effects of rate increases on these stocks?
Thanks.
Read Answer Asked by Mike on November 14, 2016
Q: I would like to increase my holdings in pipeline stocks. My interest is a combination of dividends and capital gains. Which of the following would give the me the largest return over a 3 + year period - ALA, ENB, IPL, or PPL. My only current pipeline holding is TRP.
Read Answer Asked by George on November 14, 2016
Q: I am concerned about Chemtrade based on poor quarterly results, closing risk of Canexus takeover, high distribution ratio, lack of dividend growth. Subject to your comments on Chemtrade, I would look to replace it with Telus (T) or a consumer defensive stock. In the latter case, I would be looking for a dividend yield of at least 4%.
Read Answer Asked by Carl on November 14, 2016
Q: ARC (Accountability Research Corporation, April 2016 report) noted a trend to reduced transparency in AQN's financial reporting, saying a number of relatively small items, previously reported separately, were now lumped into the "Other" category. Does 5i have any concerns about this relative to AQN results/forecast? Would appreciate your comments. Thank you.
Read Answer Asked by Edward on November 14, 2016
Q: Other than TransCanada. would Keystone's approval benefit Interpipeline, Pembina, Enbridge and Altagas and, of so, would it be significant. Who else would benefit?
Thanks.
Read Answer Asked by Steven on November 11, 2016
Q: Please let me know if the following thesis is correct.
1. Interest Rate increases affect Utilities ( and they are likely to rise in the US )
2. Share prices of Cdn Utilities will likely be hit as US interest rates increase especially Enbridge and TRP which rely on massive loans for operations and expansion .
3. With this prospect , Enbridge sits in the model balanced portfolio because you feel it is one of the top utility companies, yet it ( and other pipelines ) will likely be taking a hit when these events occur .
4. I have a full position in this . Should I be be selling or keeping it through December .

Thanks
Read Answer Asked by Thomas on November 11, 2016