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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: In your recent response to Margita you recommended holding Enbridge for the dividend. As a retiree I purchased 1k shares of ENB not only for the dividend income but also the projected dividend growth of 10-12%. What are your thoughts on the later? Is there anything in the latest financials or management comments (or lack thereof) that would cause you to re-consider ENB for the balanced portfolio.
Many thanks
Mike
Read Answer Asked by michael on November 06, 2017
Q: Hi 5i team,
first, really like the new website, especially the company section.

I've been thinking of adding GC to my holdings. They are to report in early November, would you recommend I wait for the results or is it OK to add before given the recent pullback?

Also, in your research report you mention that you would like it if they would start paying a dividend. Has management ever discussed this in the past during conference calls or otherwise?

Thanks for the great service.
Daniel
Read Answer Asked by Daniel on November 06, 2017
Q: I currently hold TCN in my TFSA but am considering a switch to SIS. I understand these are two totally different companies but am looking for a little more torque to the upside with SIS. Your thoughts ?

Ken
Read Answer Asked by Ken on November 03, 2017
Q: Howdy 5i,

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...

Thank you for your time and insights.
Read Answer Asked by malcolm on November 02, 2017
Q: Hi 5i Team.

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?

Thanks
Peter
Read Answer Asked by Peter on November 02, 2017
Q: Hi, I own both these companies, am now flat or slightly negative. Would you suggest
more patience, or time to move on to better opportunities? Any suggestions for replacements, they are both part of a full portfolio with the goal of dividend as well as capital appreciation. Thanks, Lavern
Read Answer Asked by Lavern on November 02, 2017
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