Investment Q&A

Q: Thoughts on earnings? If you back out the $300 mil impairment charge what does it look like? A comment on their guidance going forward?

Q: Q: Hello Gentlemen,
I hold 5.8% of TRP and 4.2% of ENB in my portfolios. Long term TRP has underperformed both PPL and ENB. I consider selling half of TRP (in RIFF) and use the proceeds to take a position in PPL.
Your opinion please.
Thank you,
Werner

Q: How would the Teck Frontier oilsands mile project affect Enbridge or Pembina (if at all) if it is approved or rejected? Thanks!

Q: Hi,

I have enough cash to add one of these two. Would you suggest one over the other or is this 6 of one and half-dozen or the other choices?

Thank you.


Larry

Q: Hello Gentlemen,
Are the above listed companies still buyable at this time?
Thank you

Q: I have had a small position in Keyera since before the oil price crash. It is still down 20% and even the most optimistic forecasts will only bring it close to my cost price. Its dividend is about the same at PPL, is lower than ENB and higher than TRP. ENB is my only other pipeline stock. I could sell KEY and add to ENB or open an position in PPL or TCP. Which do you think would be better for income and a little growth?

Q: An y chance that ENB could benefit directly or indirectly from the Court's decision to allow
PPL to transit of fuel through BC to the coast?? or is better to invest in PPL??
Art

Q: Is PPL good value at this time?

Also, in your opinion, which specific companies will benefit most from the impending shift from gas to electric powered vehicles (that is, companies that will be tasked with building the infrastructure such as commercial and residential charging stations, etc.)?

Q: Hi, I currently hold ENB (0.53%), PPL (1.03%), TOU (0.48%), and WCP (0.37%), total of 2.42% of my portfolio. I actually have ENB in my utility sector weighting, which would make my overall energy even lower. Would you consider it 50/50 energy/utility??

I'm looking at slightly increasing my sector weight in energy to maybe 4-5% since its so low (mostly because my current holdings have gone down or I've sold previous energy positions). Energy companies in Canada have been hit so badly its hard to put money back into the sector right now. I know you hold MCR in your portfolio and you like PXT and SU. Based on the current valuations/fundamentals and future potential, should I add to any of my current positions, sell them, or add PXT or SU to the mix?? How would you suggest consolidating these?

Thanks!

Q: IPL dividend percentage increases since 2004 have been 4.17, 4, 7.7, 8.3, 6.6, 8.2, 12.4, 11.9, 12.8, 5.3, 3.8 and 1.8. Current yield 7.57. Payout ratio 30% using op cash flow and 244% using free cash flow.

PPL dividend increases since 2004 have been, 8.5, 5.3, 10, 9.1, 8.3, 0, 0, 0, 2.6, 3.1 7.3, 4.7, 5.6, 7.4, 9.8 and 5.3. Current yield 4.94. Payout ratio based on op cash flow = 55%, on free cash flow 121%
Do you see a worrisome trend here especially for IPL and how secure do you feel the dividends are for both companies.? In your experience does the decreasing yearly percentage increases especially now for IPL, trending to zero, predicate a 0 % increase eventually or a dividend cut?

Thanks
Jeff

Q: Hi team,

What are your 2 to 3 favourite pipeline companies in Canada right now? Is the sector fairly priced? How are valuations impact by rising interest rates?

Thank you,
Jason

Q: Could you provide a list of your top 3 Canadian pipelines and identify the one you would buy today for growth and overall strong management for a 2-3 hold.

Thank you Donna

Q: Over the next five years, which of AQN and PPL would you prefer for growth in terms of stock-price, and which for growth in terms of dividend?
Thank you.
Howard

Q: Could you list the above in future growth potential and safety of dividends?
Thanks
Jeff

Q: I want to add some pipeline stocks to my portfolio. I have TRP in sufficient quantity. Can you please comment on IPL and PPL. Do you have a material preference of one over the other?

Q: Hi
I hold all these stocks in a non registered account, to take advantage of their dripping and tax advantages. I have the $ to buy another holding. What top 3 companies do you suggest to add to this mix for a long term hold, my goal is the highest dividend possible, with as little risk as possible. Also, do you have any issues with the compaies already held? I also have other growthier holdings in my tfsa as well as etfs for US and International exposure in my RRSP.
thank you
Michele

Q: Hi
What's your outlook on PPL?
Is it a good entry point now as the stock is down ?

thanks

Q: I notice that Enb is in your energy sector.Would KEy,Ppl and Trp be rated as energy? I recall that you recommended a 5% weighting in energy. How much of that would be for energy producers and how does those weightings compare to the the Tse energy sector index sector?

Q: Good Morning 5I,

Coiuld you please provide me a list of 3-5 quality US monthly dividend payers? And same on the Canadian side? Please diversify sectors.

Thanks
Stephen

Q: Hi,

I'm looking for another lo volatility, long term dividend payer with some growth like AQN, which I own. I also own TD and RY. Can you pick two choices for me from the above list? (as there are so many different offerings from BEP and BIP, I hope these are the correct ones? If not please suggest the better choice.)