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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, I own several CDN Utilities, AQN, SOBO, PPL, BEPC, BIPC, EMA, ENB, FTS, TRP. Trying to reduce # of CDN Utilities I own. I am thinking of selling AQN, SOBO, BEPC, and BIPC. What is your opinion of selling these and adding PPL, and EMA. What is your opinion on CDN Utility ETF instead. Can you suggest CDN Util ETF for a reasonable return and potential for growth. Welcome if you have any other suggestion. Thanks
Read Answer Asked by Naren on January 15, 2025
Q: We are at equal weight, full positions [2 O&G stocks, 2 midstream]. Our goals are dividend growth, some capital appreciation. My question is whether we should overweight midstream over O&G stocks given 1. macro/ political [Trump tariff threat and preference for lower O&G prices], and 2. data centre demand.
Read Answer Asked by sam on January 03, 2025
Q: I would appreciate you placing these stocks in order that you would purchase them. Also how many of these would you hold in a portfolio?
Thanks

Dave.
Read Answer Asked by David on December 12, 2024
Q: I know that utility and pipeline companies usually have higher than normal debt levels but would any of these cause you concern? A quick comment on each company would be appreciated and whether you would buy, hold or sell. Thank you!
Read Answer Asked by Sandy on December 02, 2024
Q: Good morning,

Just looking for confirmation of the recently-announced TRP and SOBO dividends.

I see TRP @ C$0.823 for an indicative yield of 4.85%.
I see SOBO @ US$.50, for an indicative C$ yield of ~ 8.5%.

It would seem to me that if one is + on the space, given recent analyst estimates for both companies, owning both makes sense over the near-term. While I like the SOBO yield, I had forgotten that the TRP yield would drop a bit.

Thanks as always.
Read Answer Asked by Trevor on November 11, 2024
Q: Hi. I need to generate some cash out of a portfolio holding these positions. Can you please rank the noted companies in terms of which you would sell now based on current valuations and outlook over the next 2-3 years?
Read Answer Asked by Chris on October 24, 2024
Q: Hello,

With the interest rate is trending lower, the utility sector should benefit from it. Can you please ranking the above company for 3-5 years holding?

thanks,
Read Answer Asked by Nicholas on October 16, 2024
Q: Once upon a time…..(1990) I bought shares of TRP. Many events around TRP since then, including recent SOBO spinoff, but I still own some of my original shares. You might be too young for this, but in 1994, a change was made to Capital Gains Exemptions law. We could lock Capital Gains as of Fev22,1994, in filing Form T664, and claim them later by increasing ACB. I still have my personal notes for this!. By any chance would you -or your subscribers- know if CRA keeps records as far as this? CRA web site shows records for 2012+. In 1994, tax returns and any other documents were made on paper of course. Thanks again.
Read Answer Asked by Denise on October 11, 2024
Q: Can you please explain what all this means, thanks.
The TSX will implement an "if, as and when issued" trading market commencing Sept. 25, 2024 and ending at the close of business on Oct. 1, 2024 for TC Energy Common Shares and common shares of South Bow (South Bow Common Shares).
The TC Energy Common Shares will resume "regular way" trading on the TSX and the NYSE on Oct. 2, 2024.
The spinoff is on Sep. 25th and the ex-dividend date for TRP is the 27th.
Read Answer Asked by Terry on September 25, 2024
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