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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: Looking for your thoughts (arguments pro and con) and perhaps suggestion. I'm currently out of Pembina Pipelines (PPL:CA) for tax loss harvesting (I've temporarily added to my ENB holding to maintain sector exposure). But here's my question: should I just avoid rebuying PPL (after 30 days)? Currently, I have exposure to both TRP (2.7% weighting) and ENB (2.1% weighting) within our family's ~55-stock portfolio. Maybe it is "best" (simpler, higher-quality companies, etc., at expense of somewhat less diversification) to just keep the 2 pipeline stocks (TRP, ENB) versus going back to having 3 stocks (TRP, ENB, PPL), but maintaining similar overall pipeline weighting (~5% of portfolio). What do you think?
Ted
Read Answer Asked by Ted on November 09, 2020
Q: Hi Guys,

I'm starting to get interested in the energy sector for more of a long term hold. The sector has been crushed but I don't believe the world is going to abandon oil and gas any time soon. Looking for a producer that pays a dividend, so I can get a return while I wait. What companies would you guys suggest?

Read Answer Asked by john on November 09, 2020
Q: I have only two stocks in the oil and gas sector: Parex and Questor. Given the declining long term outlook for this sector do you think they are worth keeping or is it time to sell and move the money into green energy stocks. Thank you.
Read Answer Asked by Rob on November 09, 2020
Q: Retired dividend-income investor. With the dust trying to settle on the USA election, where do you see the Canadian Energy sector sitting over the next year or two? I understand Renewables are taking off (I own AQN, FTS), but Renewables are very expensive right now and it is going to be a long way off before the oil industry is going to be extinct. My own feeling is we have at least a 20 year runway in front of us.

Having said that, TRP's Keystone XL is potentially in Biden's crosshairs. The research I have done is a) if KXL is constructed, then good for TRP, as it is apparently not priced in to its stock price; b) if KXL is flushed, then also good for TRP as the uncertainty is removed and TRP has plenty of other growth projects in the process of being approved/constructed; c) also if KXL is flushed, TRP would have so much free cash flow, that it would be a "cash cow".

The reason for my question is I have a almost full position in TRP and I view TRP as very cheap right now and was going to top it up. Your thoughts please?

Thanks...Steve
Read Answer Asked by Stephen on November 09, 2020
Q: Hi 5i
BEPC and BEP.UN together represent 8% of my portfolio currently (BEPC=5.6%, BEP.UN=2.4%). Both are doing well and it appears they will continue to provide nice gains over time. I am wondering about trimming BEPC. What would you consider to be a reasonable % holding for BEPC and BEP.UN together? Thanks!
Read Answer Asked by Lois on November 06, 2020
Q: In your analysis of the renewable energy sector, you say there is shift away from oil to renewables and the reason is renewables have gotten a lot cheaper partly due to government subsidies. My question is will there be at some point resistence to renewables when electricity rates increase by 50 to 70% as they did in Ontario, Germany, California in spite of the subsidies, as well as the higher incidence of brownouts or blackouts as have occurred in Australia and California. From what I have read some of these countries have started going back to coal because of these issues. Also will the issue of recycling thousands of solar panels which have a limited shelf life and which have heavy metals and toxic materials in them have any effect on future use?
Read Answer Asked by Jerry on November 05, 2020
Q: Hi Peter/Ryan, you mentioned in the last update that renewable energy companies are to be considered for investment, can you suggest some companies that manufacture and develop equipment for renewables that are worth investing in. Thanks
Read Answer Asked by Nick on November 05, 2020
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