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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: I want to invest in the oil and gas service sector; primarily in western Canada, im not interested in the producers as I believe the Trump effect will eventually reduce the price of oil for the producer but not the service sector as I believe they will become busier due to the concept of drill baby drill! I would like to purchase TRP;PD but would also like to ask if you support this idea and provide any service names you like? Thank you.
Read Answer Asked by Pat on February 06, 2025
Q: Dear 5i
Between my wife and i we have 3 RRSP accounts. I wanted to add some more utilities stocks to the portfolios assuming now was a good time to do so . I'm having problems deciding between PPL , FTS , and TRP . Should i put PPL in one account , FTS in the second account and TRP in the third account or would you advise to pick the best one of the three and put that one in each of the RRSP accounts ? If you have other suggestions that would be great as well .
Thanks
Bill C
Read Answer Asked by Bill on February 06, 2025
Q: I saw Eric Nuttall’s article on the case for building more pipelines to broaden our customer base for Canadian energy. I like the idea and think the public could (finally) get behind this. What companies would benefit from this type of project in the short term? Long term?
Read Answer Asked by Mike on February 04, 2025
Q: Another question on my semi annual balancing exercise. With the understanding that the rest of my portfolio consists of conservative growth, dividend paying large caps and that I am looking at a 3 to 5 year time frame. Please indicate the those companies you would carry at a 5 % ish level, those that you would carry at a 2% to 3% level and those that you might not carry at all. Much appreciated ram
Read Answer Asked by Ray on January 27, 2025
Q: As a sector goes, I am so confused by the Canadian "utilities" over the last 5 years.
Why is it so heterogenous in performance, FTS, CU, EMA, ENB,H, TRP ? Why did ENB AND TRP seem to rebound in 2024?
Read Answer Asked by Ernest on January 24, 2025
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
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