Investment Q&A

Q: ENB has been on a downward trend since late January, accelerating sharply lately. PPL is doing much better? Why?

What do you think are their prospects for the next two years?

Q: My birthday always prompts an RRSP review and the magic age of 71 is not that far away so I am slowly transitioning from equities to safer, dividend yields as I won't need the funds for quite a while after I have to convert to a RRIF.
I have just initiated good positions in Hydro One and the new ECN preferred. I am looking at Enbridge and Altagas for at least a ten year hold and would be happy with just the dividend. I already have a good chunk of Interpipeline.
Are pipelines in particular and dividend companies in general looking at significant headwinds with interest rates slated to rise, probably quite a bit, over my ten year plus timeframe. I'm looking for investments that I can park and collect without undue concern.
If not them, then who, with the criteria outlined?
Thank you.
Steven

Q: Hi team, which of these 2 stocks would you recommend for a long term hold in an income portfolio right now. I already hold SPB and BEP in this account.
Thanks

Q: HI,
In my RRIF I have 250 ENB
locking to change to CIX and OSB 50/50

good or bad

Thank
Jean guy

Q: do you have any commentary on ENB recent earnings results

Q: Hi 5i,

I'm looking for some help picking my next 2 or 3 stocks or ETF to add to the income portfolio listed above.I started building this portfolio 5 month ago hoping not to buy at the top. I'm trying to buy 1 or 2 positions every month to average in to the market.
Planned retirement date December 2018.

Thanks in advance.

Q: Can you please rank the three pipeline utility companies: IPL, PPL, and ENB. I'm particularly interested to see your thoughts given the PPL/VSN deal and the big drop in PPL's share price.

Thanks!

Q: HI PETER, I HAVE FEW SMALL HOLDINGS. WHICH ONES CAN GO OR BE CONSOLIDATED, BETWEEN VNR, ENB, WCP.
THANKS

Q: Good morning, I have a special cash account which I view more or less as a replacement for a savings account at my credit union so I've focused this account on fairly safe dividend payers with a few growth stocks sprinkled in. I'm planning on selling CGX and will then have enough cash for 3 new positions. In financials I'm thinking of some growth. Would you choose gsy or ecn? In tech. Evertz or ABT? And lastly, Valener,SPB? or Enbridge? Thanks, Rod

Q: Having announced an intention to reduce its holdings in Enbridge Inc. (ENB), has Holdings indicated the extent of the reduction and how the funds will be reinvested? Why would they do this except as part of a long term goal of being an independent conglomerate rather than a funnel for ENB?

Q: I know you like both of these companies, but which one would be your preference for a 2% position? I currently hold a 2% weighting in IPL.

Q: Hi,
I have these 4 companies in my portfolio. I try to copy your balanced equity portfolio as much as possible which is why I have ENB, MX and WCP. I added SPB last year on one of your suggestions and I'm up 46% on it.
Do I have too many in this sector and should I sell them, keep them or do you have a better company to replace it with?

Q: I hold the above companies (pretty much at equal weights) in my Utilities portfolio. I need to trim because I am overweight in the sector. Perhaps I should reduce the number of holdings by 1 full position. May I please have your opinion. Thank you.

Q: Enbridge issued a press release regarding an unsolicited mini-tender offer made by TRC Capital to purchase up to 2,500,000 common shares or Enbridge at a price of $53.38 per share which is 4.47% discount as of April 6, 2017 closing price. This type of mini-offers has happened to other publicly traded companies. What are the possible reason(s) for a company such as TRC Capital make an offer at a discount below market and believe this offer would be accepted? Perplexed… Thank you.

Q: Hello Peter:
I see a constant flow of questions about "best growth stock", or "best for Balanced Portfolio", but can't remember one on Income Portfolio stocks. So here it is: could you give me your 3 (stretch it out to 5 if you wish), best stocks for income? The criteria might be:
- amount of dividend/distribution
- safety of the dividend/distribution
- growth potential of the dividend/distribution

I do apologize if this question has been asked and I somehow missed it.
thanks
Paul L

Q: Hello Peter and team, I know you like Endbridge (ENB)very much, you actually have it in two of your model portfolios. According to TMX Money, ENB has a yield of 4.2% and a P/E ratio of 28.0. On the other hand ENF has a yield of 6.2% and a P/E ratio of 15.2. If you had to invest in just one of them today, would you still select ENB rather than ENF? If yes, could you comment on the rationale for doing so. Regards, Gervais

Q: Hi,

I have a 5% position in ENB and 2.5% in PPL. ENB is declining, whereas PPL is increasing in value for last couple months. Should i add to PPL and take profits from ENB? Advice? Is there another pipeline you like better?

Q: Hi,I don't see a report on these companies since 2015, are you working on an updated report? Also I thought there was a report on GUD and HWO but they are not coming up on my symbol search. I could of sworn there was one on GUD. Thanks for all your help, I like how the reports are more detailed.

Q: I have both Enbridge and Brookfield Renewable in my portfolio. Would it be advantageous to move to one or the other? It seems that Enbridge is setting itself up quite nicely for long term growth and income and looks to be a real good buy and hold. BEP is no slouch either. Please let me know your analysis, much appreciated, thanks!

Q: Which of these companies do you prefer. ENB or TRP