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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: My energy holdings are ENB, IPL, TRP and PKI. I wish to reduce energy exposure and have targetted IPL or TRP. Div income is not a consideration although held in a non-reg acct. I am in favour of selling IPL however some TRP metrics tell me maybe it should be TRP (TRP ROE = -11%, EPS = -$2.76 although recognize TRP is approx 5x market cap of IPL). Both are good companies and recognize I have some duplication. I welcome 5i thoughts for long term hold based on numbers, projects, etc.
Read Answer Asked by Bob on January 16, 2017
Q: I am fine with my weighting in the Energy Sector and rebalance at least bi-monthly.

Within the energy sector I have the following weighting in dollars:
WCP 30K
PKI 105K
TOU 72K
VET 11K
PPY 9.2K
PEY 10K

Since I am losing the most from initial buying price in TOU as I have had it for some time, and it provides no dividend.. and seems not to be anyone's favourite, would you suggest selling any of the above such as TOU and buying more of the other?
Read Answer Asked by Neil on January 13, 2017
Q: Two Questions:

1. I am overweight in these 3 pipeline/utilties due to run of share prices, ala,ipl and ppl should I trimm back all 3 or sell one, if you were to sell one which would it be?

2, With the recent sell off in energy stocks Vermillion is holding up better than most especially compared to similar companies such as Esso and Exxon, is this another sign of what a good core position Vermillion is or should we expect Vermillion to decline?

Thanks again for the great valuable source 5i provides.
Read Answer Asked by James on January 13, 2017
Q: i am concerned that owning pipes and parkland (which I do, for income) is going against growing headwinds, and there is a growing international trend toward cleaner energy, renewable energy, etc. I don't think I need dump all of these now, but at some point, don't you think we should be lightening up. Or is it such a longterm issue I need not worry about it. i want to be ahead of the curve.

If you agree, then what would you recommend instead for income, in the areas of clean energy and renewables?
Read Answer Asked by arnold on January 11, 2017
Q: ENB: The stock price fell by 1.252% AS OF 2.32 PM today.
I found this in the news. Could this be the reason? What impact do you think this has on ENB?

Market Chatter: Refiners Shun new Canadian crude blend offer from
10 Jan 2017 08:39 AM EST, (MT Newswires) -- Enbridge Inc has approved a new stream of heavy Canadian crude for export on one of its major oil pipelines to the United States, according to four trading sources, Reuters is reporting. Reuters says the only problem is, "no one wants it." This comes amid news that a Wisconsin tribe has voted against renewing Enbridge pipeline agreements.
Read Answer Asked by Helen on January 10, 2017
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