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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: Hi Peter
I have read your report that you have sent over to your customers stating that with this market correction it is time to build, i am with you all the way i am fairly new to this game been in it for only 2 years and still learning alot following your advise. I am at the age of 63 years old , if still healthy my time frame will be 5 years. Stating what you said about the market correction that we are in now, which companies would you feel is something that you can see moving in the right direction or which sector would you recommend? Thks again for everything
Read Answer Asked by wilson on March 04, 2022
Q: Could I have your best single selection for both US and Canada for a conservative investor in these 7 sectors - energy, global defence, cyber, pipelines, utilities, consumer staples and defensive growth within software tech. Thank you for the help.
Read Answer Asked by Ken on March 04, 2022
Q: If you were to sell any of the above, list in order your top 5 or 6. Or would you keep the portfolio as is for next 3 years.
Roy
Read Answer Asked by Roy on March 04, 2022
Q: How do you feel about ZWU today? Or would you prefer to own a pipeline company like ENB? Seems the number of anticipated rate increases has fallen in recent days given Russia's war on Ukraine. Looking for price stability and yield. Great service, thanks!
Read Answer Asked by Curtis on March 04, 2022
Q: I have around 15% of my total portfolio value in energy and utilities, spread across the following stocks. I have held most of these positions for quite some time.

Given the considerable rise in the past year (but still quite far off from ATH for some), would you suggest any consolidations or removal of any of these positions?

ENB: 17.72% of total, 44.35% gain
SU: 14.35% of total, 73.34% gain
MEG: 14% of total, 309.59% gain
WCP: 11.55% of total, 249.88% gain
ERF: 8.82% of total, 421.21% gain
CNQ: 8.67% of total, 248.39% gain
CPG: 7.33% of total, 346.70% gain
POW: 6.72% of total, 67.89% gain
PPL: 6.38% of total, 53.52% gain
AQN: 4.47% of total, 4.83% gain


Thanks in advance for the insight and advice!
David
Read Answer Asked by David on March 03, 2022
Q: I hold 13% of my non-registered account in energy and utilities, spread across the following stocks, with a focus on long-term income.

Would you suggest any consolidations or removal of any of these positions?

AQN, 9.70% of total, 3% gain
CU, 4.78% of total, 3% gain
ENB, 21.43% of total, 31% gain
EPD, 7.50% of total, 2% gain
FTS, 8.14% of total, 1% gain
KMI, 7.54% of total, 6% gain
PXT, 7.19% of total, 15% gain
SPB, 8.48% of total, 3% loss
TPZ, 4.19% of total, 8% gain
TRP, 4.86% of total, 11% gain
WMB, 4.63% of total, 10% gain
ZWU, 11.55% of total, flat

Thanks as always for your excellent work! Aaron







Read Answer Asked by Aaron on March 02, 2022
Q: With intrest rate rising,perhaps faster in USthan Canada Which stocks will benefit and which has more risk but perhaps benefit.
Does Energy stocks still have room to grow?
Read Answer Asked by Nizar on March 01, 2022
Q: 65 yr old retiring this year. I hold the following: XAW (35%), XBB (20%), XIC (12%), CDZ (7%), ZSP (7%), VTI (7%), ZIC, VTI and ENB at 5% each.
In view of the current conditions, would you increase the fixed asset portion and reduce equity? Which ones would you add to and which ones would you reduce/remove?
Read Answer Asked by Rosemin on February 25, 2022
Q: Could you provide the % age of the bottom line for these co's that is generated by renewables vs hydrocarbons?
Also if possible could you provide their strategic focus - capital investment % on renewables vs hydrocarbons?

I may have the incorrect BAM listed and I may have missed a key player in this domain.

Thank you
Read Answer Asked by Delbert on February 25, 2022
Q: I am considering increasing my investments in pipelines. I am looking at Enbridge but I have noticed over the last 3 weeks a number of analysts on BNN when questioned about Enbridge have indicated that although there is nothing wrong with Enbridge they consider that there at better opportunities in the sector - they seem to talking about Pembina & TC Energy. I would be interested to hear your thoughts. I know that your recent review of Enbridge was B+
Read Answer Asked by Ronald on February 22, 2022
Q: Would you please suggest 5 Canadian companies and 3 US companies that have dividend yields of at least 3.25% annually that have a high probability of capital preservation over a five year time frame? Thanks for your great advice,
Read Answer Asked by Bryan on February 16, 2022
Q: Which E nergy stocks are still buyable?
Read Answer Asked by Nizar on February 14, 2022
Q: SIS seems to be drifting down. Would you continue to hold and if so, why? Between ENB and SU, which do you believe will have the greatest overall growth over the next 12-18 months? Thank you.
Read Answer Asked by Maureen on February 09, 2022
Q: Hi Peter, Ryan, and Team,

In general, how many stocks in the energy sector should one hold? I'm asking this because Portfolio Analytics is suggesting an increase in this sector. At present, we hold ENB, TVE, and TOU, with TVE being the largest holding. Are there any other complementary names that we should consider? I'd like to adopt an equal-weight strategy for this sector. Would you agree? I've been thinking about adding ARX and SU, and as always, appreciate your guidance.
Read Answer Asked by Jerry on February 08, 2022
Q: How do you evaluate how much debt is safe for a company like Enbridge? At a glance, their debt is massive and their CR is well below 1. I realize this is the case with utilities generally but why is this not considered high risk? At what interest rate does the company become high risk and/or unattractive to investors? Thanks.
Read Answer Asked by Alex on February 08, 2022
Q: I have a cash account set up that I draw from when needed. I am looking for dividends, safety and a bit of growth. I have all of the above in nearly all the same amounts but would like to add one more. Ignore diversity as I have all that covered by other accounts.
Read Answer Asked by Bryan on February 08, 2022
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