Investment Q&A

Q: In the non renewable energy sector I own ENB (Ok) in registered accounts and PKI in registered. Together approximately 9%.In energy sector.
When I first bought PKI I looked at it as a mini ATD. After reading recent reports on PKI ie Report on Business and other releases, it appears to be a lot more dependent on oil and gas than I thought. At the same time analysts are upgrading the stock and increasing target prices.
I’m confused. I have a feeling I would be better off investing in renewable energy. I own AQN & BEPC making up 7% in the Utility sector. According to my suggested asset allocation I’m overweight 3% in energy while at suggested allocation of 7% in utilities. What are your views on PKI, selling and moving into other renewable options.

Q: I hold PKI and ENB.
What do you respond to those who are saying to let go all fuel related stocks. I was having a conversation today where the other party was hard set on the world going green and will be needing less and less fuel. I think we are at least one decade or two away. What are your thoughts?
Thanks

Q: Hello,

Parkland issued a news release relating to "on the run" license purchase for use in most of the US. Can you explain in simple terms what benefit accrues to PKI and who holds/held the rights prior?

Q: Hi 5i,

Thank you for the great work. Could you walk through if you prefer Parkland or Alimentation Couche Tard today?

I've held Parkland for a couple years and seen the company under perform ATD.B. Considering switching the position and would love your perspective. Thank you.

Q: SPB vs PKI. Several months back in the Q&As you were more positive on PKI than SPB. Is that still true or would you prefere ATD.B over both. I hold SPB and thinking about adding/switching SPB for PKI. How would you rank?

Q: Hi, could you please comment on Parkland earnings. Thanks

Q: Your thoughts on their 1/4 reports please, deduct points as you see fit.

Many Thanks

Q: With the likelihood of a vaccine in the relative near term there will be a rotation out of a number of tech stocks. Based on this thesis I consider the following stocks which I own to be good candidates. BYD,PKI,TFII,WSP & EIF. Do you agree and if so could you list a few other candidates that would be a good fit. Thank you.
Roy

Q: Hi, Could you please post earning estimates for these companies for the quarter. Thanks

Q: Looking for a reasonable dividend (>2%) with some growth in a non-registered account. Was thinking of binning PPL and ZRE (down more than 20% on each), harvesting my tax losses, and replacing with PKI and SIS. Would you suggest holding the course, or swapping one or both out for PKI and/or SIS? (I would have considered swapping out for TRI and/or SLF, but am already at 19% financials.) Thank you.

Q: How would you rank this company at this time for increasing a currently small position in a portfolio? I am figuring people will be travelling more thus increasing demand for gas. Thanks Donna

Q: These three seem to be lagging the upside in the overall market..why and what better substitutes can you please suggest ? Thanks...

Q: Hi Peter, Ryan and Team,

This item was recently highlighted on BNN: "Parkland may return to high-yield debt to fund M&A: CFO". Is this a concern going forward, or should we stay the course with a total portfolio weight of 2.86%? Thanks for your insight.

Q: Looking for 2 stock recommendations for each of my children's RESP account. I tend to prefer companies paying a dividend. Child 1 is 15 years old, needing the funds in 3 to 4 years so picks would need to be conservative. Child 2 is 11 years old, needing the funds in 7 to 8 years.

Q: Hi
I hold stocks of Starbucks, Parkland, Parklawn, TC Energy.
I would like to get your outlook on these companies going forward in this volatile market. Do you see them as having good fundamentals and re-bounding back in 2021?
With the US election taking place in Nov 2020 and if Biden is elected, how will this affect overall market and will we see the stock market on the downside again?

Thanks
Kristelle

Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .

Q: I recently trimmed my position in SHOP in my TFSA. I would like to put the new found cash to work. Looking for growth at a reasonable risk and would appreciate your top 3 suggestions other than the companies named above.
Thanks ram

Q: I am thinking of selling these three companies currently held in a growth portfolio to make way for some higher growth tech names. I do have the cash in my RRSP and could buy these stocks back in that portfolio but wonder if you have any better suggestions? I am particularly worried about CCL.B it has not held up to expectations.

Q: I currently both both the above at 7% and 5.5% of portfolio - up 58% and 38% resp. in the recent past (thanks for your advice). Hold or reduce? I am fairly risk-tolerant but I see the dreaded word euphoria in your recent comments. Thanks Jim

Q: Between the above two stocks, which one has the potential for more growth in stock value over the next 12 to 24 months, and why.

Thank you,
Ian