Q: Sold GSY yesterday. Likely would have stayed the course, but the company's failure to divulge information with regard to Canada Drive in a timely manner tipped me over the edge. So, I have 3% of my portfolio in cash that I would like to reinvest in a Canadian stock with a similar growth/dividend/risk profile. Minimum dividend of 2%, preferably >3%. Canadian stocks already held are: T, X, WSP, TFII, ATZ, SIS, BIPC, BEP, SU, NPI, NTR, PBH, BAM, BN. (US stocks are: GOOG, IHI, COST, NVDA, J, ABBV, MSFT, V, HD and AMZN.) I would appreciate 3 suggestions that would meet my criteria. No industrials or financials please, as I am already overweight. Thank you.
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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, in regards AQN Kentucky power transaction- the end of March is the end of comment period, with presumably a decision on whether or not this transaction will go through shortly after? do you have any sense as to this purchase going ahead, or not going ahead ( and AQN paying a penalty ). further, what do you think the potential upside could be with an announcement of the merger NOT going forward; and conversely what do you think the downside in AQN price could be if the merger does go ahead? cheers, chris
Q: If a series of events were to occur that would cause the long end of the yield curve to spike to 10%, how does this affect highly indebted companies such as ENB, TRP and BEP.UN ? What measures can they take to avoid bankruptcy in that scenario, and what would be your level of confidence that they could ?
As a 2nd part to this question, what are your top 5 Canadian dividend-paying stocks that would have balance sheets that one would not necessarily need to be concerned about ? i.e. durability under the above situation.
As a 2nd part to this question, what are your top 5 Canadian dividend-paying stocks that would have balance sheets that one would not necessarily need to be concerned about ? i.e. durability under the above situation.
Q: Good morning,
I currently hold FRU in my TFSA account and it is down approx 30%.
Q1. What is your outlook at this time of FRU and would this be a good entry point to purchase some additional shares?
I wish to purchase an energy stock for my TFSA and GXE is one under consideration given the relative safety of its high dividend and growth prospect should the price of oil go higher.
Q2. What are your thoughts and outlook of GXE at this time and do you have a better recommendation for a new position in my TFSA?
Thank you and I'll await your sage advice.
I currently hold FRU in my TFSA account and it is down approx 30%.
Q1. What is your outlook at this time of FRU and would this be a good entry point to purchase some additional shares?
I wish to purchase an energy stock for my TFSA and GXE is one under consideration given the relative safety of its high dividend and growth prospect should the price of oil go higher.
Q2. What are your thoughts and outlook of GXE at this time and do you have a better recommendation for a new position in my TFSA?
Thank you and I'll await your sage advice.
Q: On Feb 16th when comparing PPL to ENB you commented that the consensus was that PPL would see a significant drop in earnings this year. Why would earnings be reduced? Higher interest rates, or are there other issues??
Q: hi, AQN is ex-dividend today. does this mean I can sell today ( assuming all dividend hunters have not driven the price down by selling today too) and get the next dividend April 14, 2023? cheers, Chris
Q: I have held TRP for a long time recommended by all analysts who cover it. I do understand that pipelines are rarely to be added in the future and TRP is a huge owner operator in N.A. They also manage to increase dividend (now @7%) every year. It's payout is in excess of 500%. Can you explain how TRP is so overrated with such a poor payout ratio?
Q: Why has ENB dropped in the last 1 year from about $58 to $49.96?
Thank you.
Thank you.
Q: Thinking of selling this one..what could be decent replacement ? Many thanks!
Q: Hello 5I; could you estimate what the cost would be to ENB stock price if their Line 5 pipeline does not get approved by the US government?
Thank you and regards, Ron Lepofsky
Thank you and regards, Ron Lepofsky
Q: What are your thoughts about the sale of the Montney assets to Crescent point ,and with a prospect of 9.50/ share dividend to Spartan shareholders, do you see any negatives for the shareholders of either company?
Thanks,
Philip
Thanks,
Philip
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Pembina Pipeline Corporation (PPL)
- Keyera Corp. (KEY)
Q: I own the above pipeline stocks in various accounts. In my flee to safety and dividends, I am now overweight in this sector. Could you please rank the above securities and which security you would hold or sell.
Thanks
Dave.
Thanks
Dave.
Q: This was a top pick on BNN today and looked interesting. I have room in my TFSA and was wondering what your thoughts are on this company.
Thanks, Lesley
Thanks, Lesley
Q: I understand that, on its ex-dividend date, a dividend-paying stock will likely decline in proportion to the value of the payout. Knowing that, can one do anything to avoid getting caught in a rush-to-the-exits? For example, while WFC declined by $3 (that is, by the payout value) on the ex-dividend date, it continued to decline (by an additional $2.50) over the following two days (it has since recovered.)
In this connection: where the exchange supports trading outside of regular trading hours, does the 'ex-dividend date' still align with the regular open?
In this connection: where the exchange supports trading outside of regular trading hours, does the 'ex-dividend date' still align with the regular open?
- Brookfield Asset Management Inc Class A Limited (BAM)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: What is the difference between these 2 stocks if held in RRSP? The US stock has a dividend of 4.1% and the Canadian stock has 2.99% dividend.
Q: Do you think that the Canadian Internet providers are at risk of being disrupted by Starlink? Have the Telcos addressed this issue to the investment community and explained their strategy to deal with this challenge?
Thanks.
Thanks.
Q: Given the results just released, what are your thoughts on Sagicor. I have it mostly for the dividend but not happy about the 15% loss I've had. Any chance it gets back up around $ 6.00 anytime soon ? And do you think the dividend is "safe" ?
Q: Hello 5i Team
I currently hold Enbridge (ENB) and looking selling 50 % of my ENB holdings and purchasing Gibson Energy (GEI). The resulting portfolio would have 2 GEI shares for every 1 ENB
Overall my total dividends do not change significantly as the ratio of ENB dividend to GEI dividend is 2.28 (0.8875 / 0.39 = 2.28).
ENB raised their dividend 3.20 % in 2023 versus GEI which raised their dividend 5.48 %. My thoughts are ENB will continue to raise their dividend by 3 % per year (slower growth) and GEI will continue to raise their dividend by 5 % per year.
Is this a reasonable course of action or should I continue to hold a larger portion of ENB and ignore GEI?
Thanks
I currently hold Enbridge (ENB) and looking selling 50 % of my ENB holdings and purchasing Gibson Energy (GEI). The resulting portfolio would have 2 GEI shares for every 1 ENB
Overall my total dividends do not change significantly as the ratio of ENB dividend to GEI dividend is 2.28 (0.8875 / 0.39 = 2.28).
ENB raised their dividend 3.20 % in 2023 versus GEI which raised their dividend 5.48 %. My thoughts are ENB will continue to raise their dividend by 3 % per year (slower growth) and GEI will continue to raise their dividend by 5 % per year.
Is this a reasonable course of action or should I continue to hold a larger portion of ENB and ignore GEI?
Thanks
Q: Comments on quarter
Q: I'm considering adding PPL to my portfolio and just went through their website. I found the mix of Oil vs Nat Gas vs LNG very easily...Oil = 40%, NG = 25%, LNG = 35%.
For comparative purposes, I went through TRP and ENB websites = not so easy to pull out the same data breakdown. Can you help...thanks...Steve
For comparative purposes, I went through TRP and ENB websites = not so easy to pull out the same data breakdown. Can you help...thanks...Steve