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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: Planning on setting up an income portfolio of dividend growing equities. Would the above stocks meet this objective. Already own BAM, BNS, CNQ, DIR.UN, ENB, FRU, FTS, IFC, PEY, POW, SLFm TRP and WCP. Are there other equities other than the above list that you would recommend substituting for one or more of them? Thanks for your thoughts.
Read Answer Asked by David on March 25, 2025
Q: It seems the mid-stream oil and gas companies are holding up fairly well in this world of uncertainty. I would like to take positions in all, or some of these companies.

Are there any of these that you would not invest in at this time? If so, why not?

It would also be helpful if you would rank order them for me in terms of reliability of dividends and value at this time.

If you think there are other mid-streamers you like please feel free to include them.
Read Answer Asked by Les on March 11, 2025
Q: How would you rank for purchase of ALA, BEPC, EFX, EIF, EQB, MFC, NA, NPI, NTR, PSI, SOBI, SOB, SU, WSP for a income focused portfolio?
Read Answer Asked by David on March 10, 2025
Q: Interested in your thoughts on the potential US Tariff impact on SOBO and other pipelines.

Given the lack of access to alternative markets for WCSB crude/liquids ,the fact that volumes are contracted for the long term and the demand from US refiners for what is already discounted feedstock - I would think that the impact would be small in the short term. Realized price for product may be further discounted leading to a drilling/supply response and ultimately lower volumes but with a 10% tariff this is probably not a significant factor in the short/medium term. Your thoughts??
Thanks
Read Answer Asked by Gary on February 13, 2025
Q: Do you think South Bow is potential takeover target? Their pipeline would seem to be a desirable asset for another pipeline company, Private Equity or Infrastructure name like Brookfield Infrastructure. Would their higher debt be a deterrent at this point? South Bow reminds me somewhat of Inter Pipeline but perhaps more desirable since their pipeline extends from Canada into the USA. Looking forward to your response. Many thanks.
Read Answer Asked by Anthony on February 11, 2025
Q: Good morning,

I recently became aware that SOBO's dividends can be paid in US$.

Q1. Do you consider it a good idea to journal SOBO.CA holdings in a CDN$ Non Registered account to a US$ Non Registered account so that US$ can be generated in a similar manner as journaling BN shares from my CND$ Non Registered account to my US$ Non Registered account for the purpose of generating US$.

Q2. Do you see any negative aspect or tax implication with this strategy?

Thank you for your thoughts on this and I'll await your response.

Francesco
Read Answer Asked by Francesco on January 27, 2025
Q: Reviewing all your input on this stock, was wondering if you could share your take on the TD summary of analyst ratings (5) where three (3) are suggesting it is a "sell" while two (2) rank it as a "hold", average target price being $33.04 while today it is trading at $35.83!
Am I missing something here. Appreciate all you excellent support.
Ted.
Read Answer Asked by Ted on January 21, 2025
Q: HI, I own several CDN Utilities, AQN, SOBO, PPL, BEPC, BIPC, EMA, ENB, FTS, TRP. Trying to reduce # of CDN Utilities I own. I am thinking of selling AQN, SOBO, BEPC, and BIPC. What is your opinion of selling these and adding PPL, and EMA. What is your opinion on CDN Utility ETF instead. Can you suggest CDN Util ETF for a reasonable return and potential for growth. Welcome if you have any other suggestion. Thanks
Read Answer Asked by Naren on January 15, 2025
Q: So I’m sitting here day dreaming about SOBO. I understand Keystone XL is now their “ asset “ and wondering about possible scenarios under Trump. If he again OK’s it , would the stock move and in what direction, will it get built, is it still needed , would it be doable for this size company , etc ? Needing to add to my list of high dividend stocks, SOBO interests me and wonder what this sizeable project would have on the stock. Thanks.Derek
Read Answer Asked by Derek on January 15, 2025
Q: For and RRSP long term hold with drip on, what would be your choice in the oil/pipeline industry? With the new admin coming in on Jan20th south of us and hopefully an election here how could that affect this industry. FTS is already owned in the account. Thank you
Read Answer Asked by Kolbi on January 07, 2025
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
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