Investment Q&A

Q: adding to the pile of questions on ENB that you have been getting lately :) I gather the stock is down almost 12% YTD excl dividends due to lower oil prices and also being a sort of bond proxy so as rates rise people look elsewhere for equivalent risk free yield. The current yield, based on a full year at the current quarterly payment rate, is close to 5% and the company has stated a clear path to raising the dividend in the future. While short term rates are rising it doesn't look like long term rates are moving in the same direction. Given the spread between ENB dividend and long term bond rates do you feel investors are getting enough of a premium to invest in ENB and would you be a buyer here for a 5-10 year hold?

Q: Please rank ENB, TRP, PPL, IPL & Key as to their dividend rate, safety of the dividend and the volatility of the share price from best to last. I want to add one of these companies to a RIF. Thanks

Q: How will a rise in interest rates affect a company like Enbridge? Thanks

Q: why th2 big drpp in Enbridge

Q: With no tax implications, how would you feel about a switch from IPL to ENB as a long term hold.

Q: I am looking at ENB for a very long term hold, preferably a never-sell situation where I can rely on the dividends through retirement. Difficult question, but with the decline of fossil fuel use over the next few decades as electric vehicles and alternative energy come into play, is ENB less attractive for very long term dividend growth? Thanks.

Q: Hi Peter,

Could you comment on why TransCanada is holding up much better versus Enbridge during this Energy correction? I hold both equities and considering selling TRP to fund the purchase of ENB.

Thanks,
Angelo

Q: I realize this is a subjective question. Amongst ENB,IPL,ALA, PPL.

Based on 10 / 10 being really good; Please give me a number for each based on "overall quality of company", past 10 year historical track record, safety of dividend and future growth.

thanks

Q: Hi Peter,

Great job on BNN yesterday !! In addition to your Top 3 Picks (I already own), could you please give several additional picks which are good buys at this time.

Thanks !

Dave

Q: 1. I want to make sure I'm not overweight in oil and gas. Since some utility companies have gas, do they count as utility sector or oil and gas?

I own FTS, ENB, ALA and WCP. Obviously WCP is a pure oil and gas stock and FTS is a utility because its electric, but how would you classify ALA and ENB? Globe and mail investor classifies ENB as oil and gas and ALA (although ALA does have gas so I am confused) as utility which would put me at:

WCP, ENB oil and gas
ALA and FTS Utility

Do you agree with the above? This would give me an 8% weighting in each?

2. I was also thinking of using my cash position to add kwh.un which i believe classifies as a utility due to the focus on electric. It would bring me to a 12% weighting in utilities if my above sector allocations are correct. I have all ten sectors represented in my portfolio and would be buying for the dividend. what do u think?

Q: Good Morning Peter, Ryan, and Team,
I have some top up cash available to an account which closely follows the "Income Portfolio". Which companies would be attractive today as potential top up candidates ??? Thank you as always for your sage advice. DL

Q: Hi guys,
My question is on EEP on the NYSE. What is the relationship to Enbridge. What does this company do. I notice an 8% yield. Is it safe? I notice it is down consistently the passed 2 years, Do you know why? Would you buy it for yield? Would you consider it moderate risk for income?
Thanks for your great service!

Q: Hi Guys,

I want to top up one of the following, Enbridge or Sun Life. Please advise.

thanks,

Jim

Q: Any reasons for sharp drop.Is this a good entry point @ this level & why?.Thanks for u normal great services & views

Q: Thanks for your response to my recent question. I understand some of the short term issues re share performance but I wonder about the Spectra purchase long term. Is the acquisition accretive and the debt load manageable longer term to continue to make ENB an attractive investment?

Q: Enbridge has been steadily drifting lower, down about $5 a share in the past month. Would you have any incite into the reasons for this decline? Also do you foresee anything on the horizon that might stop this erosion in share value?
A roughly 10% drop does seem excessive for a conservative company such as this.

Q: I have a question about 891
Based on Morningstar info, Enbridge appear to have done something over the last 6 weeks or so that significantly reduced market cap, reduced P/E and P/B, and increased yield. What happened and how will it impact total return?

Q: I am holding TRP 6.1%, ENB 0.5% of portfolio. Considering to sell all of ENB and enough of TRP to invest 3.3% in PPL. Do you consider this a reasonable move or would you recommend a different mix for my pipeline holdings? Should I hold all three? Thank you. Your advise is appreciated.

Werner

Q: Would you recommend one over the other of these two, and if so, why?
Thanks

Q: sorry if this is a long winded question. after yesterday's pull back and looking like some more today this might be the pullback everyone has called for since the beginning of the year. i've put together a list of companies i'd like to add to if prices got cheap enough. most are are utility/telecom/pipeline names that have done so well for me over the past few years. seeing as these names have benefitted from the low rate environment and possibly people looking for yield (bond alternatives) is this the right strategy going forward? i'm in love with the dividends but don't want to let that skew my investment so i'm looking for your advice. should i be looking at allocating cash to other sectors that might not be impacted negatively by rising rates? i have room to add to my financial, tech, and industrial holdings based on current weighting in my portfolio.