Investment Q&A

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”?

Q: Own both companies. What are the prospects of both over the next few years. Do you prefer one over the other?
TSteve

Q: Can you give us your concensus on Suncor's quarter and outlook?
I have several hundred shares that average close to the present price.
Would you hold, sell a portion, or dump them all?
My feeling is with time they may climb back some, but it's risky with all the rush to green companies whether they've proven themselves or not.

thanks, Paul

Q: John O'Connell commented at the money show that ENB is a ponzi scheme based on its overpaying dividends and then having to go to the market to raise the necessary capital to complete their capex plans. Sounds a little harsh. Comment?