Q: Hi, I already own ENB but wanted more exposure to mid stream companies. Can you please recommend a couple of your favorites? Thanks.
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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.
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Pembina Pipeline Corporation (PPL $64.05)
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Inter Pipeline Ltd. (IPL $19.12)
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Keyera Corp. (KEY $53.64)
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Exchange Income Corporation (EIF $104.36)
Q: just wondering your thoughts on the pipelines right now. are the dividends safe at such high yields. would you be a buyer? also i have held EIF for a long time. is divy safe and would you purchase more?
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Pembina Pipeline Corporation (PPL $64.05)
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Keyera Corp. (KEY $53.64)
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Genworth MI Canada Inc. (MIC $43.48)
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NFI Group Inc. (NFI $20.81)
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Brookfield Property Partners L.P. (BPY.UN $23.29)
Q: Are there any companies out there now with an 8% or higher dividend that you would suggest for a long term hold? I say 8, bc it hasn’t been overly hard to find 4-5 before this carnage. I picked up ENB already, and I’m ok if the short/med term div is cut and the price falls further. I’m really looking for stocks that will likely pay a high stable dividend into the future (based on current prices) after things return to normal. No preference on sector.
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LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests (LB $68.00)
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Canadian Natural Resources Limited (CNQ $64.27)
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Keyera Corp. (KEY $53.64)
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Nutrien Ltd. (NTR $98.64)
Q: I am down on the stocks as follows but do not have offsetting capital gains to compensate for the losses - would you continue to hold or sell and please advise your rationale
Also, what criteria do you use for determining when this market has stopped it downward trend?
Also, what criteria do you use for determining when this market has stopped it downward trend?
Q: Peter; I’ve read the current answers on KEY - would you add to it at today’s price? It seems to be trading like it may go bankrupt. Thanks. Rod
Q: Both of these stocks are getting hammered - yesterday and today. Is the market concerned about counterparty risk here? If so, which company is more exposed to customer default?
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Photon Control Inc. (PHO $3.60)
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Keyera Corp. (KEY $53.64)
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Stella-Jones Inc. (SJ $74.24)
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Surge Energy Inc. (SGY $9.96)
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Medical Facilities Corporation (DR $17.18)
Q: In my diversified portfolio, which of these should be sold now, in search of better opportunities, ignoring cash requirements and tax losses? SJ KEY DR PHO SGY
Q: Is KEY being punished for its infrastructure expansion? I understand that natural gas has been weaker lately, but I thought that KEY's business model provided some degree of insulation from commodity prices (and, particularly, oil market dynamics.)
Q: Your thoughts on their quarter and outlook for a 2-3 year hold.
Thanks
Thanks
Q: I would like your take on this name.
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Enbridge Inc. (ENB $75.19)
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TC Energy Corporation (TRP $90.85)
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Pembina Pipeline Corporation (PPL $64.05)
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Keyera Corp. (KEY $53.64)
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: Could you compare Key and Gei in the sector ?
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Emera Incorporated (EMA $71.65)
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Keyera Corp. (KEY $53.64)
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Algonquin Power & Utilities Corp. (AQN $8.19)
Q: I'm retired. I own TRP and ENB, (7% weight total).I want to lighten up on the number of equities. Should I sell one of KEY,EMA or AQN (2.5% weight each )and deploy the cash into the other two, leave every thing as is or lighten up on the sector.
Q: Thoughts on their 1/4 and future down the road for a 3-5 year hold for income and a bit of growth?
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Keyera Corp. (KEY $53.64)
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Northland Power Inc. (NPI $23.16)
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Gibson Energy Inc. (GEI $28.55)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.55)
Q: LOOKING FOR GROWTH PROSPECTS AND SAFETY OF DIVIDEND FOR THE ABOVE
THANKS
JEFF
THANKS
JEFF
Q: Good morning 5i team.
Keyera seems to be struggling lately. I saw a reference to Bellatrix bankruptcy as well as mention of rights issues (disputes with KML?) regarding the Alberta Crude Terminal and Baseline.
How big of an issue is Bellatrix bankruptcy for Keyera?
Can you provide any details on the issues with KML?
Thanks
Peter
Can you shed light on these issues.
Keyera seems to be struggling lately. I saw a reference to Bellatrix bankruptcy as well as mention of rights issues (disputes with KML?) regarding the Alberta Crude Terminal and Baseline.
How big of an issue is Bellatrix bankruptcy for Keyera?
Can you provide any details on the issues with KML?
Thanks
Peter
Can you shed light on these issues.
Q: Peter; KEY seems to be on a downward trend each day - are their earnings coming up and have you seen any news ,i.e., downgrades etc? Thanks. Rod
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Enbridge Inc. (ENB $75.19)
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TC Energy Corporation (TRP $90.85)
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Pembina Pipeline Corporation (PPL $64.05)
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Keyera Corp. (KEY $53.64)
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: Peter; Which of these two would be suitable for a senior looking for safety and income? Thanks.
Rod
Rod
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Enbridge Inc. (ENB $75.19)
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Brookfield Renewable Partners L.P. (BEP.UN $46.95)
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Inter Pipeline Ltd. (IPL $19.12)
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Keyera Corp. (KEY $53.64)
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Alaris Equity Partners Income Trust (AD.UN $22.80)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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TransAlta Renewables Inc. (RNW $12.48)
Q: 3 part question
1. Are the dividends paid by AW.UN and BEP.UN eligible for the Canadian dividend tax credit ?
2. How safe would you consider the above 7 dividends stocks given the large payout ratios?
3. Do you favor calculating payout ratios using free cash flow?
Thanks
Jeff
1. Are the dividends paid by AW.UN and BEP.UN eligible for the Canadian dividend tax credit ?
2. How safe would you consider the above 7 dividends stocks given the large payout ratios?
3. Do you favor calculating payout ratios using free cash flow?
Thanks
Jeff