Investment Q&A

Q: What are your top 3 stock recommendations right now for purchase of Canadian energy companies predominately focused on natural gas exploration and production (ie. producers, not mid-stream players, and natural gas focus more so than oil). What is your rationale for each? Long term focus, dividend would be nice but not required.
Thanks - really appreciate all your good advice.

Q: I have BPY.un in my TFSA and I intend to sell it as soon as Brookfield raises its offer (hopefully). To replace it, I will choose between PPL and KEY; I own both in a cash account and my strategy for my TFSA is to "hide" higher-yield equities in it, hence my willingness for putting PPL or KEY in my TFSA. For a 10+ years holding, which one should I choose if I want dividend growth, some capital growth and lower volatility?

Thanks, Martin

Q: Hi 5i,

Apparently, Brookfield already owns almost 20% of IPL (I must have missed reporting of this fact). Could they sell their IPL shares and only report the sale after they have been completed? Could this “almost” offer be a way to increase the price before they sell?

Thanks for the input.
John

Q: In my RSP I hold 10% positions in Enbridge and Pembina Pipeline, and am satisfied with the results. What do you think of also buying InterPipeline in view of Brookfield's takeover ambitions?

Q: What are your thoughts on BIP's bid for IPL? I hold some IPL - wondering if I should sell it and cut my losses since it's trading at a $1 premium over the $16.50/share offer, or what the benefits/downsides are to waiting it out.

Q: What are your views on the merger of ARC and Seven Generations Energy? I've been a long-term investor in Arc, and have kept with ARC because of its management. Do you think this will be good news?

Q: I am down 20% and have been holding it for a while. Today 5% down on the q results.
Do you think there is an upside from here?

Q: Hi group am holding 1000 shares of Torc not sure how this works can you guide me thru process / does it make sense to sell Torc outright or take the offer of exchanging my Torc shares for 0.57 of Whitecap? thanks

Q: How would you rank the following, upside opportunity with total return(div and capital appreciation). Are there any you would avoid. Horizon is 2-3yrs.

Q: Can you please comment on the combination with Arc Resources. Thx

Q: Hi,
I have two questions on my TFSA:
1) Bought ENB at around @49 back in 2018, going no where since then (other than dividends). Is it good time to trade for BEP? (ENB is currently my only stock on the fossil fuel/energy space).
2) If I buy BEP for TFSA, which one makes most sense, BEP as PEPC? US vs. Canada-listed?
Thank you for your guidance as always.
Martin

Q: Your pick between these two utilities? Any other thoughts? Already own AQN. Just exited Fortis.

Thanks

Q: Bought this early last year just over $50 still down about 30%, would you by more to reduce overall per share price, it was about 7% now is around 4% weighting in my portfolio, looking to keep long term for dividend payout?

Q: Hi 5i team.
If one wanted exposure to pipelines without single company risk, what ETF would be appropriate for US/Canada based or blended if such a thing exists.

Many thanks for your help.

Q: Hi esteemed analysts of 5i. Love your work and advice.
Now that natural gas prices seem to be moving upward lately, can you suggest which of these 3 gas producers in Western Canada would be the best choice for buying today, and why?
Thanks!

Q: Could you tell me what are the negitaves in buying ppl other than the normal market
fluctuations.
Thanks Phil

Q: For a long term investment, do you have a preference for Algonquin or Boralex? Do you have other favourites in the renewable energy space?

Q: Do you still consider Enbridge as a long term hold?

Thanks
Paul

Q: I hold both BEPC and BEP.UN in my RRSP, should I consolidate these 2? If yes which one should I sell, looking more for growth vs income?
Thx
Nancy

Q: ENB and TRP comprise 100% of my energy exposure and about 4% of my portfolio. I am looking to reduce my exposure to ENB but find it hard to sell a stock that seems quite undervalued. Part of my concern is that I will be selling at the same time as all the ESG sensitive fund managers and sovereign wealth funds who are reducing holdings in anything related to “fossil fuels”. So a part of me says “be patient” because ENB could easily hit $50 by the end of the year when more of the pandemic is in the rear view mirror. Would you sell now or wait?

With the proceeds, I am looking to buy something with more growth, perhaps REAL which seems value priced right now, or SYZ which pays a decent dividend. Which of these two would give a better total return over the next ten years compared to ENB? Or would you even say “ignore the noise and stick with ENB because it’s a stronger blue chip company longer term”?