Investment Q&A

Q: Hi, can you please advise current PE ratios for each of these companies. Can you also rank them best to worst for adding a new position today for 3-5 year investment not taking into account sector diversification within the portfolio.

Q: energy.
which 7 names in the energy sector would you recommenced should the sector begin to recover. ( oil $55 ish ) NG $3.50 ish
criteria :
leverage
reasonable balance sheet
good management
good future prospects .

Would you agree that; there might be a strong spring like bounce as many will buy, who are waiting for a recovery and have no or a very small position.
thanks
Yossi

Q: I have some cash to deploy and I want to add to some small or half positions in the following 10 companies: MG, NFI, SIS, MX, SJ, PBH, ZCL, WSP, BCE, ENB. I would like to buy into some of these stocks today and some later, to spread the risk of the market's ups and downs. Which of these would you suggest I buy today, and which should can I hold off on? I am otherwise well diversified, so that is not an issue for how this cash is used.
Please deduct as many credits as you like. Thanks for the great service.

Q: Can you compare these two companies and provide your preferred choice for an investment today? Many thanks.

Q: Hi,

After having been burned regularly by buying oil gas stocks in the last few years - despite being assured prices are on the verge of recovery - I am reticent. I am interested in pipeline stocks because they seem less volatile, have good dividends, and some have been hit hard (Enbridge), can you answer this?
1) what do you think of pipelines in the next couple years? is there a better alternative for some growth and generous dividend?
2) buy now or wait for 5% position
3) what would be your top and second pick?

Q: Hello Team,
I am 71, invest in value blue chips and ETF's 30% fixed, 20% cash, 50% equities. The portfolio is balanced following your portfolio review advice, including part of the income portfolio and part of the ETF portfolio. In our TFSA we have a 5 year GIC ladder with Oaken and some fixed ETF's. For 2018 TFSA ($4500 each)should we go with a growth stock, continue with the GIC plan or extend a fixed ETF? We have a little growth stock as per your income portfolio.
Thank you
Stanley

Q: Would Enbridge be worried about a new bitumen technology that could eliminate pipelines transporting heavy crude to port ?? Thanks as always ...

Q: Hello Peter,
With the increase in interest rates, i was expecting Sunlife and Manulife to go higher but they have dropped. Any comments? I want to increase my weighting to 5 percent for Enbridge and Alimentation Couch Tard but both stocks are not responding well eventhough Alimentation had good results. Would 5 percent be too much? Also, if you had a choice between fairfax africa and india, which one would you prefer and finally, I was thinking of Jean Coutu for a 5 year hold. Can you see it doubling in 5 years? Lastly, all the stocks that the shorts went after have not really recovered (CXR, HCG, CRH, etc). What does this say about the analysis that was done by various managers including ones on BNN? I am not blaming anyone but it is discouraging that the shorts were right. Thank you

Q: I own both IPL and ENB in the same account. I would like to sell one and add the proceeds to the other one. Which stock do you recommend that I sell?

Q: Why do you think ENB has lagged relative to TRP? ENB looks like great value here - yes?
Thanks

Q: Regarding enhanced dividend drip as Enbridge has what other companies in your three portfolios qualify for an enhanced dividend drip....thanks...Gene

Q: Sale of St Lawrence gas business for US$70mil.Has problems with its pipeline in Michigan.Any impact from these 2 events? Thanks for u usual great services & views

Q: At the present time

Can you give me the names of the 5 most beaten up / best value, blue chip dividend paying Canadian equities, with emphasis on safety of dividend.

Sectors are irrelevant.

Thanks

Ernie

Q: Can you tell me the debt to asset ratios for the above four companies? And how about the payout ratio for each? Thanks.

Q: My only energy holdings are ALA, ENB and PPL, representing 11% of my equity portfolio. I am considering SU or CNQ as an addition. Which do you prefer at this time, or would you view my energy holdings okay as is?

Q: A graph comparing ENF and ENB ( TMXmoney.com) shows that they have tracked
each other very closely for every time period for the last ten years.Is there really any advantage in owning one over the other? Joe

Q: Greetings 5i,

I currently hold a half position in both ENB and SU, and, like many others I assume, am getting somewhat discouraged with the performance of the Canadian energy sector this year. I am more than willing to be patient, as I am only 35, and feel that both are good companies with strong fundamentals. More than anything however, I do not want to give in to panic selling.

Could you please provide your assessment of each as a long term hold (5 years plus)?

Please deduct a credit for each if you deem it appropriate.

Thank you.

Q: Hi, I am looking to add some income and was leaning towards Endbridge. I would be interested to hear which of these you prefer?

Q: Trading quite weak recently. Oil has come off a few bucks, the market a bit weak too but.....feels like the solid fundamentals everyone refers too aren't reflected in the stock price. Value trap or opportunity? Best guess as to why its trading weak?

Q: Can you tell my why someone would not be a buyer of enbridge right now. In an earlier question I had you mentioned with my time horizon it may be more prudent to by something "growthier" but with ENB dividend, growth and current valuation how can you go wrong? Can you give me the sell side thought?