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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: How would you rank the following, upside opportunity with total return(div and capital appreciation). Are there any you would avoid. Horizon is 2-3yrs.
Read Answer Asked by Chris on February 11, 2021
Q: Our investment group holds these 3 stocks in our portfolio and they seem to have not increased over time. Are these companies you would recommend selling or keeping as we don't by and sell rather hold and hope for steady growth? What are the reasons for their recent performance?
Read Answer Asked by Antony on January 12, 2021
Q: I continue to hold CPG long hoping for further recovery. Given the oil price seems to be holding a bit higher I am anticipating a continued ramping up of free cash flow and rising SP. Overall this has been a dog in my portfolio. Based on valuation metrics and the +$45 price of oil is a $10 target (mine) reasonable in the next year or two? Or would there have to be a significantly higher oil price to get that SP level? If the question is too specific general commentary is fine. Thank-you for your service. 2020 was my best year for investing, ever.
Calvin
Read Answer Asked by Calvin on January 04, 2021
Q: why were Shop and Csu down between 7 to10% last week while the Nasdaq was up 1.85%.?
Also Ppl fell from $34 on Dec9. to about $30 on Dec 31
Do you think Canadian investors worried about a possible increase in the capital gains tax are taking profits to offset their losses on pipelines,etc?
Read Answer Asked by Terry on January 04, 2021
Q: I sold ENB for tax loss purposes. My interest is capital gains and a good dividend. Should I replace the sold holding with ENB, KMI, PPL, or TRP? I like both ENB and TRP but find it hard to choose between the two. What would you recommend among the four and why?
Read Answer Asked by George on December 16, 2020
Q: Looking for your thoughts (arguments pro and con) and perhaps suggestion. I'm currently out of Pembina Pipelines (PPL:CA) for tax loss harvesting (I've temporarily added to my ENB holding to maintain sector exposure). But here's my question: should I just avoid rebuying PPL (after 30 days)? Currently, I have exposure to both TRP (2.7% weighting) and ENB (2.1% weighting) within our family's ~55-stock portfolio. Maybe it is "best" (simpler, higher-quality companies, etc., at expense of somewhat less diversification) to just keep the 2 pipeline stocks (TRP, ENB) versus going back to having 3 stocks (TRP, ENB, PPL), but maintaining similar overall pipeline weighting (~5% of portfolio). What do you think?
Ted
Read Answer Asked by Ted on November 09, 2020
Q: Good morning 5i team;
About 1/3 of my portfolio is invested in the pipelines and mid-stream companies. It appears that the future will be focused on ESG, climate change and reduced consumption of fossil fuels. With these trends in mind, in your opinion, how will my current portfolio of pipeline and mid-stream stocks survive the transition to a low carbon future?
Read Answer Asked by Andrew on October 19, 2020
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