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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: I own both PPL and BIP.UN. It seems that IPL wants a deal with PPL having rejected BIP.UN's latest offer.
My question is the "potential deals" that PPL is chasing down. They are looking to partner with indigenous groups for TMX and of course the IPL deal.

Will their balance sheet be able to handle this if they are successful with both?
What are your thoughts on the management team's ability to combine these businesses into 1 large company?
Does that change your opinion about PPL as an "income" stock to an income stock with growth potential?

Thanks for your comments

Read Answer Asked by Rudy on June 22, 2021
Q: I see price has been lowered and share count increased- surprising given the
ESG and renewables play. Are we seeing a top in the space or just a few too many issues flooding the market. Would you be a buyer here
Read Answer Asked by Scott on June 21, 2021
Q: Hi 5i,
In January, evidently like a number of others, I thought QST's prospects looked promising and bought in. Now I'm down considerably. CFRA rates it as a STRONG SELL and I haven't seen a more optimistic opinion anywhere.
Are QST's prospects really, suddenly, so bad that it should be sold ASAP to prevent even greater loss going forward (although selling would mean somebody is buying at this price, thinking to make money) or would you recommend waiting through at least the next earnings report, or two? I don't need to sell, but I've held on to some sinkers in the past waiting for the turnaround that never came and I'd prefer to cut my losses and avoid going through that exhausting exercise again here if the odds are that QST will remain a sinkhole..
Thanks for your thoughts!
Peter
Read Answer Asked by Peter on June 21, 2021
Q: In a TFSA, which of these two would you buy today? I know you have answered this question in the past - and that you’ve said to focus on yield, but doesn’t BEPC deserve some type of premium even in a registered account?
Read Answer Asked by Mike on June 21, 2021
Q: I have just sold my Inter Pipeline stock which was about 2% of my portfolio. I am looking to re-deploy proceeds. Was considering investing in Pembina but am now wondering if Enbridge would be a better play but am unsure of where things stand with the Michigan pipeline. I would appreciate you thoughts on PPL vs ENB. I have a 10 year investment term.
Read Answer Asked by Ronald on June 21, 2021
Q: I am considering entering at this point.Comments please.
Read Answer Asked by Chester on June 18, 2021
Q: I like the website changes, well done.
I'm starting to think about tax loss harvesting. I have losses of 15% & 20% respectively in AQN & BEP.UN (only held since early 2021).
Would you consider this short holding period too short for meaningful tax loss harvesting (i.e. being too focused on short-term movements)?
I intend to add these two (or similar) back after the 30-day period, they are part of my longer-term plan.
Can you suggest one or two replacements for the interim (or longer?). Portfolio is appropriately diversified and already includes FTS. H? EMA? BLX?
Thanks.
Read Answer Asked by Lotar on June 18, 2021
Q: Are there any catalyst, or catalysts, in insight to lift the renewable energy stocks out of their 2021 humdrum? Names in this sector are all down YTD from BEPC's highest of 33% to RWN's lowest of 7% - with no exception. Would you recommend a name in this group that would have the likeliest chance for a quick rebound / turnaround? Thanks.
Read Answer Asked by Victor on June 18, 2021
Q: Hi
Please note PPL is not available in the short search. It was required to add :ca to bring it up.

Would you please expand on your comment earlier about Brookfield wining the bid for IPL? Was this just because the bid is out there or do you have an opinion.


In my position Brookfield deal is a big loss due to taxation(25% capital gains hit) as well as the benefit of holding PPL shares ( dividend, growth, Heartland participation, PPL Reputation) The share price of IPL is now tracking PPL (0.5 x $41.40 = $20.70) and is way above the Brookfield offer($19.50 Maybe? or some kind of shares?).

Brookfield offer is no longer financially better than PPL offer.

Is there something else in this?
Dave

Read Answer Asked by David on June 18, 2021