Thanks for a timely informative video. I find that myself as a long term dividend investor that I have to be reminded that if you have quality dividend etf's that you have to look past the noise in the market and just chill out. Having said that it's also up to each individual to have a contingency plan so we can weather ' perfect storm events' should they arrive. Keep the great content coming !
@narayananseshagirirao2569 Жыл бұрын
Thank you, Adrian for this useful interview.
@mocorider6651 Жыл бұрын
Great interview.. surprised debt wasn’t discussed.
@stevendiffin5625 Жыл бұрын
Great endorsement. Love the "back the truck up" comment. Excellent video.
@dkyrtata6688 Жыл бұрын
Excellent video, Adrian! In light of the current volatility, you should give your guests the floor for a few minutes to give their insights of the current market conditions and how their investment strategies and funds are affected -- much like in today's video. I think it will give your viewers confidence that the fund managers are actively thriving from the opportunities.
@kylelacusta93 Жыл бұрын
This was a great video and he was a clear spoken man that made it easy to understand. Great questions and great content.
@Adanac Жыл бұрын
Great interview, I needed this for some more confidence! Thanks for connecting with fund manager.
@jasonhoffman9607 Жыл бұрын
Hey, great video! I'm wondering why ENS hasn't raised it's distribution in about 4.5 years when Enbridge has raised it's dividend consistantly? Are there plans to add more to the distribution?
@PassiveIncomeInvesting Жыл бұрын
i suggest you watch the Q&A w/Middlefield where we touch on that
@FI-Beauce Жыл бұрын
Thanks, nice info sharing here about middlefield and Enbridge
@divinelens2014 Жыл бұрын
At one point u recommended to sell ENS and buy ENCC! Are you still on ENCC?
@jacquesfournier4616 Жыл бұрын
Hi, what I see when I make some research on Enbridge is that it has a high level of debt (ratio is 122% which is high), that the debt is not well covered by operating cash flow (16%) and that interest payments on its debt are not well covered by EBIT (2.7x coverage). Short term assets (CA$9.0B) do not cover ists short term liabilities(CA$14.0B). I think that is the problem that made investors acting with prudence! Even if analyst forecast that the stock price will rise by 25% and that some thinks it is undervalued by 30%.....those metrics matters. 😬On the positive side, on Sept7, 89 940 shares were bought by insiders.....
@dwights1024 Жыл бұрын
Good for you I’m buying idk about you
@jacquesfournier4616 Жыл бұрын
OK, what is your opinion on enb? @@dwights1024
@derekcox6531 Жыл бұрын
People have being saying this about Enbridge for decades. Enbridge is not in any danger of not paying their debt,or cutting the dividend. Enbridge has more than enough cash flow and future contracts to cover everything in their obligations. But hey,if you don’t understand their business and don’t want to invest in that company,then definitely don’t invest. If it doesn’t make sense to you,then it’s not for you. And that’s perfectly fine.
@jacquesfournier4616 Жыл бұрын
Did not said enb was good or bad, just that red flags were raised by people who have the time to look deep into financials, which I honestly don't have. I don't owne enb or ens anymore, perferring to use encc instead, which is diversified and performing good. If you like enb it is ok, the same people raising the flags also tells that it is undervalued...so...@@derekcox6531
@louisesuppa Жыл бұрын
Which ENS P is the more stable one?
@svenhodaka91457 ай бұрын
I’m looking at this 7 months later. Good conversation on ENB. I like the bias confirmation since I’ve been an owner since it was called Interprovincial Pipelines. 📈💰😁
@keepingitsimple8811 ай бұрын
what is ENS?
@Chessnut49 Жыл бұрын
Feel a lot better now. Will be picking up more ENB and ENS. Thanks for the video.
@dkyrtata6688 Жыл бұрын
Any reason why you would want to buy both and not just ENS? I have both but I have been considering to swap ENB for ENS. The swap opportunity is currently at its best and getting better. Any reason why I should not? (I bought ENB before knowing about ENS)
@dwaynecunningham2164 Жыл бұрын
Me too!
@PassiveIncomeInvesting Жыл бұрын
Any time!
@Ian-of9oi Жыл бұрын
Do you think this guy is biased in favor of Enbridge? I mean if he thought they were going to cut the dividend and he said so I think it would be bad for his business.
@dkyrtata6688 Жыл бұрын
@@Ian-of9oi Anything is possible, but a fund manager who manages a fund based on one stock must have good reasons for doing so. And how can we trust that the CEO of Enbridge was up front about everything to the fund manager? It does not really matter because as an investor of ENS, I would want to know all the insights he has on Enbridge even if he is biased. A recent article in the Globe and Mail (Oct 20) has this headline: "Don’t lose sleep over Enbridge’s dividend." It speaks favorably of how Enbridge is positioning itself for the future (by recent acquisitions for clean energy companies) and the safety of its dividend. I am not worried about ENB and ENS. For the first time in over a year, ENS is a lot cheaper then ENB because of the negative leverage effect of ENS
@dwaynecunningham2164 Жыл бұрын
THANKS DUDE. AWESOME!!! NEEDED THIS.
@CrxAwd Жыл бұрын
Is ENS going to use their 16% of cash to buy more ENB stocks?
@Squish710 Жыл бұрын
Great video!
@abha801 Жыл бұрын
Bro love your content 👍🙂❤
@jasonstupak4535 Жыл бұрын
Fantastic, thanks Adriano!
@FrankJoseph-vc7qj Жыл бұрын
Hi Adrian, What are your thoughts on the recent ENS offering as of Dec.5 2023???
@PassiveIncomeInvesting Жыл бұрын
OF are common routine for Split Funds and is ALWAYS A GOOD THING. as discussed with the fund manager . see my Q/A videos with Middlefield
@darc3098 Жыл бұрын
I bought ENS when the oil was $0.00.
@mmmyeahh Жыл бұрын
It was a great price at $8.25 per share , still good price at 10.75
@adamwalczak2600 Жыл бұрын
Cool vid! Thnx!
@vancouver6044 Жыл бұрын
Hey Adran, you still invested in ENS?
@PassiveIncomeInvesting Жыл бұрын
i unveil my portfolio every month :)
@vancouver6044 Жыл бұрын
Thank you. I did find that info on one of your videos. Appreciate the quick reply.
@joannapatterson4625 Жыл бұрын
Enbridge/ ENS is a long term hold. I will always have this in my portfolio.
@whiterabbit460610 ай бұрын
The dividend payout ratio is at 125%. I think it's on thin ice.
@cliffdariff7410 ай бұрын
Ive got up to 16 shares of ENB for over a year and half.. I'll keep DCA into it long term.
@dx398 Жыл бұрын
1 mil CAD, ENB or ENS ?
@sidb9540 Жыл бұрын
ENB... appreciation as well as yeild.. just because the number is $1 mil
@dwights1024 Жыл бұрын
how's the new office at the well Robert downey?
@davdride4850 Жыл бұрын
Will be good investment for next ten years
@satstacker6306 Жыл бұрын
The market is really punishing cos. with heavy debt loads right now.
@PercyY-ib2vx Жыл бұрын
Always wait for a crash before buying.
@BobBob-zo8om Жыл бұрын
lol -20% down in 2 weeks
@PercyY-ib2vx Жыл бұрын
@@BobBob-zo8om I told Adrian last year he could double his portfolio if market drops 50 %. It's not a time to buy & hold in this inflated overpriced market. I would buy ENB in the 30's to be safe. If the Fed lower interest rate we'll be in a recession and you know what happens to stock market in a recession.
@drd3816 Жыл бұрын
I am in the same boat as you--waiting for a market correction can be painful though getting 5.5% makes it bearable...i will be happy getting ENB at 40 and scale in from there if i am so lucky to catch some shares mid 30's thats a dream@@PercyY-ib2vx
@GeoffWong1983 Жыл бұрын
And yet u hvnt mentioned the oil price n the economy have effect on enb as well. The states is gonna refill their oil’s reserves n take it down as well as the inflation. So we will see it swing in downhill for a while until all settled in late 2024
@PassiveIncomeInvesting Жыл бұрын
predicting oil prices is a waste of time
@PercyY-ib2vx Жыл бұрын
What noise ? Wait till we go into a recession.
@dwights1024 Жыл бұрын
get out of here
@mmmyeahh Жыл бұрын
Ok then we’ll come out of it , and things will be cool again.
@PercyY-ib2vx Жыл бұрын
@@mmmyeahh I'll get more shares during the recession. Meanwhile money is in saving account making 5 %. Which way is better ?
@MurrMan23 Жыл бұрын
Ok, when will that happen? We don’t know.
@PercyY-ib2vx Жыл бұрын
@@MurrMan23 so I wait. Keep money in saving accounts for 5 plus %