Investment Q&A

Q: For a retired investor seeking stable dividends and some growth, how would you rank these companies if one had $100,000 to invest? Are there other companies you would recommend and how would they fit into the rankings?. Current portfolio is quite well diversified, so sector is not an issue. Thank you, Ian

Q: This seems like an ideal entry point for these stocks.!
On May 4/23 you were asked to rank the above by expected Total Return and Dividend Safety.

1. How would you rank them today?
2. Looking forward what are the key points that would support your rankings for total return?
3.What are their projections for dividend increases and which if any seem to be over-reaches?
4.What are their projected Debt vs Cash Flow metrics?

Thank you, Hugh

Q: I did reorganize all my portfolio for a dividend focused portfolio , and already did sell most of the stocks for selected ETFs ,except the 12 stocks mentionned.I wish to only keep 12 "financially safe stocks" on long term + at low risk of dividend cut.If those 12 stocks do not all match this objective,wich ones could be sold and then replaced by what individual stock suggested ? regards,JY

Q: Please rank these equities in order of preference for a combination of income and capital growth in a taxable account. Thanks!

Q: Hi Peter and team,

Can you please compare Pembina to TC Energy? Pembina seems to have been more conservative in terms of leverage and have a similar yield and a pretty range bound stock versus TRP which just keeps sliding.

Pembina seems to have some good strategic growth ahead of it here and TRP makes me wonder if they are chasing shiny things instead of what works and I wonder if they have the money to fund these projects.
Thoughts?

Q: As a TRP dividend investor of 77 years old are the problems with the XL pipeline already baked? As I am a value investor for the most part would you suggest a switch to PPL or other suggestion? I have a 5 - 8 year time frame. I also hold ENB, SU, XOM and CVX as well as NXF as the energy part of my portfolio.
Stanley

Q: Hi 5i Team, I'm a retired dividend investor supported by portfolio dividends.

Currently, I'm holding positions in ENB and TRP for my pipeline weighting. I'm concerned about the lagging performance of TRP. What are your thoughts on trading TRP for PPL? Alternatively could also consider GEI or KEY.

Can you please list your favorite pipeline selections in order of growth and safety?

I like to hold 2 sector companies for diversification. Also, as TRP has been flat there are no cap gains. Please advise.

Thank you.

Q: tourmaline or Pembina which is safer and which has the most growth.

Q: Dividends of these companies are interesting for a retiree. I have money to put in two of them. Favoring Enbridge. In between the two other two, PPL with is involvement with the LNG in Kitimat I would be inclined. TRP I'm certain would be fine except for their problem with Line 5. What's your take on this.

Q: Hello Peter & Team:
How do u compare the income and growth for the above mentioned Co, as we come across the FSZ 8.25% ,3 yr. term offer recently. Fsz.to offers 13% dividend, and the others name above were over7%. How would u rank them from the most prefer to least prefer if i have to placed $50k - 100k into it with a 3- 5 yrs. time horizon. Thank you,

Q: Sorry, I know you get many similar questions.
Could you tell me the ex-dividend date for PPL this month ?
I've seen on the web Jun8, Jun13, Jun14 !! I bought Jun13.
What would be a reliable source?
Thanks

Q: For a new position, which of these 2 would you choose and why? The P/E for ENB appears to be very high; is this an issue? Many thanks.

Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?

Thank You

Q: Following up 5i's answer about Pembina stock trades at a multiple of 14 times' one-year earnings estimates per share, is this the same as P/E ratio? Tx.

Q: I have a question about the 5i answer to my previous question about PPL. What does "valuation of 14X" mean please?

Q: Is pembina a good stock to buy now? Why?

Q: 1. Do you recommend purchasing these stocks now, and why pls? 2. How much could TRP price drop if the behind schedule Coastal Gaslink project takes even longer to complete?

Q: Good evening 5i.

The Marketbeat site indicates dividend increases for these companies (amongst others) during the month of May. I do not see the same increases on the 5i Dividend Updates page. Is Marketbeat correct?

Thanks

Q: How would you rank the pipelines for growth, total return and safety of dividend for a long term hold?

Q: Hi 5i,
I have 3 different questions- please deduct accordingly.
1.) Since March 24 KEY (+12.46%) has outperformed each of ENB (+6.21%), TRP (+8.75) and PPL (+8.06%) by fairly substantial margins. I know that's a short time frame, but can you offer an explanation for KEY's better performance, and would you expect it to continue to lead the others over the next year?
2.) GSY is at or close to its lowest level since January 2021 - do you think the relevant company, sector and economy related bad news is now priced in and expect it to recover to the $150 range over 12 - 18 months, or do you think that's a pipe dream, and why or why not?
3.) In your opinion is ET likely to recover to at least the $14.00 level (where I bought it some time ago) this calendar year - and why or why not.
Thanks!
Peter