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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: Hello,

Do you know what's going with TRP? It's been declining more than its piers i.e. PPL and ENB.
Do you think buying on weakness would be a good strategy here?
Also, which pipeline stock would you prefer for a medium to long term and which one you think is the safest?

Thank you
Read Answer Asked by Timour on August 05, 2022
Q: As a follow up to my last question, do you think Keyera is better than Pembina in the sense that it is almost exclusively natural gas processing, storage, etc. vs Pembina that has more exposure to oil. I understand that Keyera is much smaller, but given that I also own Enbridge size is not my biggest concern as long as its big enough.

Thanks,
Jason
Read Answer Asked by Jason on June 16, 2022
Q: Hi! I'm researching midstream companies. They all have a lot of debt given the capital intensive nature of the business. How do you evaluate if it is too much debt. All the ratios seems high, but they're like that for all the companies. For example, PPL has LTD of $10 billion and total equity of $14 billion, almost 70%! KEY has LTD of $3.7 billion or there about and not equity since it is in a deficit position. Help please!

Jason
Read Answer Asked by Jason on June 16, 2022
Q: Of my pipeline holdings, these 3 companies occupy ENB40%/TRP38%/PPL22% respectively. Ironically, over the last 5 years share price-wise, ENB has done the worst, and PPL the best. I would like to add a bit more to the group and normally I would start with PPL so to balance the three. I would appreciate your thoughts on the future of these 3 or any other alternative options and given the splits, which would you choose? Also, would you say that moving NG is the better longer term bet vs oil?
Read Answer Asked by TG on May 31, 2022
Q: Given the possibility of a recession and the certainty of volatility for the next couple years, can you give me 4 CDN and 4 US stocks/etf's, you think might provide some safety and reliable, albeit moderated returns? The equities I've listed are my ideas.
Read Answer Asked by Graeme on May 20, 2022
Q: I wish to take a position in two pipelines. Could you please discuss which two of the above would be the best fit or complementary to each other. This would be for a long term hold. Please feel free to add any other comments or other companies.

Thanks

David
Read Answer Asked by david on May 04, 2022
Q: In which order would you rate these stocks as the best buy right now in each sector or is there something else in each of these sectors Energy, financial, utilities that you would consider a better buy.
Read Answer Asked by Barrie on April 05, 2022
Q: Good morning,

I added these at the very low point of energy. 5% equal weight of my portfolio, now it becomes 20% ish. I am looking to cutting down by half. Should I keep the pipelines ENB & PPL & VET and cut the rest or just reduce across equal weight. Your thought is very much appreciated.

Thanks again!
Read Answer Asked by Nhung on March 28, 2022
Q: I own a little ENB, I think I should add to the position of perhaps add PPl to bring the position up.
Also TD is my sole financial but want to add another bank or an insurer SLF or another insurer. currently non in my portfolio now.
Of the insurers what % of the insurers would you suggest and is Trisura a good way to increase the position in some way.
I dont own BAM but own BEP & BIF ... is adding to either of these positions the way to go or perhaps adding BAM at this time...
Which CdN bank stocks do you favor most-----
Thank you for your advice. Maureen
Read Answer Asked by Maureen on March 28, 2022
Q: I've noted lately that Canadian pipeline company's price appreciation is actually doing better than usual. I currently own PPL, ALA, and ENB, all of which are making good gains, (especillay Pembina). I find this unusual for companies that pay such high dividends.. Just wondering if my observation is correct and if so why is this happening? Also, do you think in the present environment the rate of appreciation of their stock prices will continue upwards for the short and long term?
Read Answer Asked by Les on March 23, 2022
Q: 8:57 AM 3/21/2022
Hello Peter:
We have to choose to add to two among these higher dividend stocks in my Cash account. These will be held for the next 20 years and want the best "sleep-at-Night" investments that hopefully never need to be sold.
I am looking for strong growing dividends plus decent compound 10 year share price growth of at least 6%.
BNS, RY, BCE, T, FTS, PPL, SLF, CNR.
I know CNR dividend is only 1.8% but it may be outweighed by growth?
Any other suggestions are welcome.
Could you please arrange them best first for safety and dividend growth
Thank you............. Paul W. K.
Read Answer Asked by Paul on March 22, 2022
Q: Can you list some of your favourite Canadian stocks that are eligible for the Canadian tax credit that yield over 4%? I am building a dividend portfolio and have the banks, ENB, PPB, SLF.

Thank you!
Read Answer Asked by TK on March 22, 2022
Q: I have around 15% of my total portfolio value in energy and utilities, spread across the following stocks. I have held most of these positions for quite some time.

Given the considerable rise in the past year (but still quite far off from ATH for some), would you suggest any consolidations or removal of any of these positions?

ENB: 17.72% of total, 44.35% gain
SU: 14.35% of total, 73.34% gain
MEG: 14% of total, 309.59% gain
WCP: 11.55% of total, 249.88% gain
ERF: 8.82% of total, 421.21% gain
CNQ: 8.67% of total, 248.39% gain
CPG: 7.33% of total, 346.70% gain
POW: 6.72% of total, 67.89% gain
PPL: 6.38% of total, 53.52% gain
AQN: 4.47% of total, 4.83% gain


Thanks in advance for the insight and advice!
David
Read Answer Asked by David on March 03, 2022
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