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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: Hi team,

Where do you speculate the price of oil is going from here, given all the problems with the reopening and of course the tensions in the Middle East.

I think people would rather go back to work by still wearing masks and getting vaccinated and the tensions in the Middle East is more likely to escalate due to proxy wars between Iran and Israel, as well as the likelihood of the Nuclear Deal failing or dragging inconclusively.

If the price is on the rise because of the above, then which of 2 Canadian oil companies you think make the best candidates for a quick trade and why.

I am holding VET for long-term return, and I was thinking of CNQ or CVE for this purpose.

Thanks for your insight! Always! :)
Read Answer Asked by Saeed on August 06, 2021
Q: Hi 5i team,

I want to start investing in Renewable energy and utility companies. What are the key financial metrics to value if the company's share price is expensive? Ex. I am considering to get BEPC but it seems very pricy comparing with AQN on Fwd P/E basis (193 vs. 20)

Thanks,
Read Answer Asked by Irene on August 05, 2021
Q: hello 5i:
We have about a 2% position in ENB. While looking to add to our present position, I did a quick comparison with TRP and PPL. Using P/S, PE, P/CF, P/B, P/FE and Earnings Yield, it appears that PPL is the cheapest when current valuation is compared to 5 year averages. I know that you've recommended ENB as your favourite in this space and am wondering why, assuming my numbers are correct (derived from Morningstar). Can you enlighten me, as I know the future is more important than past metrics? Also, Morningstar has a -2.09 Earnings Yield for PPL. Is this correct and how is that possible?
I am willing to sell ENB and invest in only one of these companies (have held ENB for approximately 12 years, so obviously favour buy and hold).
thanks
Paul L
Read Answer Asked by Paul on August 05, 2021
Q: Good Morning: I own some shares of ppl.pr.e and am thinking that I would like to sell them and buy ppl. At the moment the yield on ppl is actually higher than that for the preferred. Granted that the preferred offers, theoretically, more security, while the common shares offer more opportunity for share price growth, do you have an opinion on a course of action here. What is your opinion on ppl at the moment. As always, thanks.
Read Answer Asked by Donald on August 05, 2021
Q: Hi 5i
Gibson Energy (GEI) has been quoted as being open to a sale and Keyera (KEY) has been mentioned as the next midstream target for a consolidation in the industry. Now that Pembina Pipelines (PPL) has walked away from the IPL takeover, do you see PPL looking at Keyera and/or Gibson Energy (GEI) as potential takeover targets? Thanks
Read Answer Asked by Gordon on August 04, 2021
Q: Any reasons that 5i can see that would account for the large difference in 10 year and 5 year in the performance of these companies that operate in similar industry. Companies outside of Canada have dramtically outperformed

10 year # including Div AON 470 MMC478 MFC 105 GWO 135 SLF 235

AON and MMC are 2 long term holdings in MAW120 and I am thinking of selling SLF and adding to MAW120
Read Answer Asked by blake on August 03, 2021
Q: My wife has full positions of BMO, ENB, LIF, POW and RSI in her RRIF. She has some cash to deploy, looking for quality income stocks with decent dividend yields. Would you have any suggestions?

Thank you!
Read Answer Asked by Chris on July 30, 2021
Q: Have reviewed from report on BEP.UN.CA. Already have a large position in Fortis and AQN..T Reasonable to add BEP.UN,CA, or drop one of the others ? Await your comments ,
Read Answer Asked by David on July 30, 2021
Q: Good afternoon,

Does it make sense to add BEP and BIP if I already own BAM?

I'd be buying BEP to upgrade over my current PIF holding, and BIP seems interesting for a variety of reasons, just wondered if you think I'm covered with these essentially already with BAM.A? Thanks.
Read Answer Asked by Jeff on July 30, 2021
Q: In an account I look after, the goals are capital preservation and income generation. There is sufficient diversification from other holdings. Some changes are required and I am considering either one of or both of EIF and TCL.A. Their market cap is below $2B; do you see them as reasonably secure and stable. If you had to choose only one, what would you go for? Thank you for your excellent service.
Read Answer Asked by Leonard on July 30, 2021
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