Investment Q&A

Q: What US Utilities do you like?

Thanks, Patrick

Q: 5i's - Looking for a low beta low PE defensive US pipeline stock - found this one which had a precipitous drop in stock price this year - 3 questions - why the drop - is this one a defensive place to invest in that sector - what would you recommend (one or two stocks) for US pipeline exposure with above criteria - 3 thank yous - Ken

Q: Kinder Morgan on New York seems to be having quite a run. Any thoughts on your part?

Q: Morning Team,
Can you recommend top 2 US pipelines with dividends please ! I have Canadian pipelines such as IPL, ENB,TRP and PPL. of all my 4 Canadian Pipelines total just over 8% of my portfolio. Thinking to add 3% of US pipelines.
Thanks as always,
Regards, Tak

Q: Hello team, Is this company worth looking at this level?

Q: I’m a little bit underwater in EXE, KMI and ALY and wondering what to do. I could keep on waiting patiently but the opportunity cost is bothering me. Should I buy more of each to lower my cost basis and then sell? I kind of think the first two were mistakes and of the three I was hoping to keep ALY, but I’d like to know what you think of the prospects for each one (maybe just a few quick thoughts). Thanks a lot.

Q: I hear that shares on the IPO are priced at $17- your analysis please. Any dividend and payout ratio?

Q: Could I get your opinion on the Kinder Morgan Canada IPO? Would you recommend it? Thanks.

Q: What are your thoughts about these two companies?

Thank you

Q: Hello Peter and Ryan,
Without knowing my portfolio details, I know it is hard to give advice. However, I do have a diversified portfolio and am looking to add a long term growth stock and a dividend paying stock without using my cash. I have to sell a stock and replace with another. I constantly hear good things about Spin Master. I was thinking of selling Alterra Power corp and Brookfield Business Partners and use proceeds to buy Spin Master. Does this switch make sense? Kinder morgan (aside from protests) has had good news with government approval and potential sale of their assets. However, the stock is not moving which is surprising. Is it worth holding or replace with ENB and TRP to get some growth and dividends. Lastly, Magna and Linamar have had good gains. Time to sell or let them run? Please let me know. Thanks again

Q: I am considering buying Kinder Morgan KMI-N. Seeking Alpha has some interesting & controversial information about the Barron's article & insider buying following the publication. In doing some stock chart overlays KMI-N against WMB-N,SE-N,PAA-N,ENB-N,TRP-N,I find the yield & price discrepancy rather compelling. Your comments greatly appreciated. Ken

Q: Hi Peter and team Do you know what is behind the sudden drop of about 6% in Kinder Morgan Incorporated (KMI in the US) This is well below the downside scenario price in the most recent RBC report that I have. What do you think of KMI at this price?

Thanks

Ross