Investment Q&A

Q: Which company is best positioned to deliver gas and oil to the west coast to feed demand from China and India?

Q: What has happened to these two? They both have taken a dive. Anything I should worry about?

Q: My wife and I are retired and rely on dividend income. In the event of a recession, including rising inflation and interest rates and a 20%+ decline in equity markets, how safe/sustainable does 5i view dividends from the named companies? With unrealized gains on all of these, are there any that 5i would suggest selling, accepting the taxable gain, and holding the cash for a rainy day? Thank you. Edward

Q: What's your current view on TC Energy? Why the decline today as it met analyst expectations? Would you suggest a swap to increase holdings in for ENB and/or CNQ?

Q: Which Canadian nat gas producers get a large % of their revenue from exports to the US market?

Q: Q1: I have QCOM for quite some time. I am thing to sell it and buy higher growth NVDA and CRWD. What is your opinion? What other US growth company do you suggest?
Q2: I have PKI and AQN which are going nowhere. I have TRP also which has gained recently but is still down from its high. I am thinking to sell all three and buy higher growth GSY and NVEI. What other CDN growth company do you suggest? What order should I sell PKI, AQN and TRP?
Q3: What growth companies will be impacted positively from high energy prices and higher inflation? Thank you.

Q: Hello 5i:
I am thinking of replacing AQN in my TFSA as I feel the company has become stagnate lately and I have a 50% profit from owning it since 2014. I have been thinking AQN and buying either PPL or TRP.
Can you rate which pipeline you like best and why? Or, would you stay with AQN?

Q: Why is Suncor trading at such a low price? Also would you rather Suncor or TC energy?

Q: hi folks:

i have to ask for an explanation on a question posed yesterday re "what is better for an income investor TRP or BNS?"

you chose TRP over BNS for 'stability'

i was surprised, can you further explain how TRP might be considered more stable?

thanks

bob

Q: Peter; For a senior income investor which would you prefer? Thanks. Rod

Q: Thinking of selling TRP and picking up PPL as I'm thinking it may have more opportunity for growth. Your thoughts on this are very much appreciated. I already have a full position of ENB

Q: I am looking to sell half of my shares in TRP can you name two stocks that would have more upside in this space.

Q: I own these companies, some are doing great, and some I'm waiting to get my money back. I just sold TC energy, not really liking the direction it was heading and was thinking of buying enbridge. Did I do a mistake? Should I rebuy it? I'm looking for a 1 year hold. Or should I buy something different? In that case what do you recommend?
Thanks

Q: Hello, I'm looking to take a large position (for me!) as part of a generational investment approach and I'm trying to decide between the two or to invest in both.

Here are some the questions I was hoping you could include in your answer:

Do you see these as good candidates for a set-it-and-forget-it long term investment?
What are some of your reasons for preferring one over the other?
Do they ship a similar product mix?
Do they have similar revenue growth - both pipeline and non-pipeline?
Is there a difference in financial health/dividend stability?
Do they ship to similar places? eg Henry Hub for gas/Texas refineries vs cross-Canada vs international shipping ports?
Would you prefer one vs the other or would you allocate a portion in each?

Q: I'd like your opinion in regard to which of the above would be the best investment over the next five years? Perhaps you could rank them from highest to lowest in your opinion. I've included BIP because of their likely acquistion of IPL and the broad level of infrastructure that they represent. With thanks, Don

Q: hello 5i:
We have about a 2% position in ENB. While looking to add to our present position, I did a quick comparison with TRP and PPL. Using P/S, PE, P/CF, P/B, P/FE and Earnings Yield, it appears that PPL is the cheapest when current valuation is compared to 5 year averages. I know that you've recommended ENB as your favourite in this space and am wondering why, assuming my numbers are correct (derived from Morningstar). Can you enlighten me, as I know the future is more important than past metrics? Also, Morningstar has a -2.09 Earnings Yield for PPL. Is this correct and how is that possible?
I am willing to sell ENB and invest in only one of these companies (have held ENB for approximately 12 years, so obviously favour buy and hold).
thanks
Paul L

Q: Hello! If you had to pick one, which would you side with and why?

Q: Now that the IPL,PPL combo is off the table which of the three has the best prospects going forward? Thanks Ron

Q: I hold both these stocks in a RRSP account. Is this a duplication. I like the yield on both . Thoughts

Q: Hello 5i Team,

If interest rates were too rise, how would you rank these pipeline companies in regards to their debt levels and their potential future growth.

I appreciate you response as all ways.

Ed