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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: I have the above stocks on my watchlist. They are all coming into the range that you have suggested in the past. Do you think they are buyable at current prices, APP for medium term, the others medium to long term (SOBO long term) which order would you add, and what percentage of the portfolio would you be comfortable with as a starting position? Thanks!
Read Answer Asked by Kim on December 17, 2024
Q: Good morning,

About a month ago I took a tax-loss sale on BCE. Was a ~ 2% weighting. My 30 day "waiting period" is up this Friday, and now I am undecided as to buy it back, initiate a 2% position in SOBO, or do 1% BCE and 1% SOBO. I know you don't love to comment on portfolio weightings, but if you were me, what would you do?

Thanks as always.
Read Answer Asked by Trevor on December 11, 2024
Q: I now hold TRP & SOBO in both my TFSA & and my cash account. I would like to consolidate the SOBO into one account. Any tho'ts. or suggestions on where on where it might be best to hold the SOBO going forward? Most of my pipeline holdings are in PPL and am happy in its distribution in my different accounts. Thanks, Bill
Read Answer Asked by Bill on November 28, 2024
Q: I have a question about South Bow- Are they a true pipeline company only? In the event the price of oil rose, would they benefit from that, or do they get paid the same shipping a $70 barrel vs a $100 barrel? If the same then I feel it is a volume game, they get more revenue for extra barrels they ship. And the yield and price likely remain stable if WTI rises dramatically. If so then this is a pure income play not capital gain added on top. Thanks
Read Answer Asked by Phil on November 27, 2024
Q: Good morning,

Just looking for confirmation of the recently-announced TRP and SOBO dividends.

I see TRP @ C$0.823 for an indicative yield of 4.85%.
I see SOBO @ US$.50, for an indicative C$ yield of ~ 8.5%.

It would seem to me that if one is + on the space, given recent analyst estimates for both companies, owning both makes sense over the near-term. While I like the SOBO yield, I had forgotten that the TRP yield would drop a bit.

Thanks as always.
Read Answer Asked by Trevor on November 11, 2024
Q: In a portfolio with banks at 42% (TD, and National), energy at 35% (TC, Sobo, and Tourmaline) and consumer discretionary 16% (ATD), what companies would you suggest diversifying into? This is my husband's account and he buys and holds. He will be selling Telus and needs some options for telecommunications and more. Could he be more diversified? He is asking my advice but I appreciate hearing from you.

Many thanks.
V.
Read Answer Asked by V on October 28, 2024
Q: I have small positions in these stocks and I'm also overweight in Canadian stocks, so considering raising some cash to invest in U.S. and/or international stocks.

Please rate these in terms of whether to hold (and, if so, how much patience might be
needed) or sell.
Read Answer Asked by Valerie on October 25, 2024
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