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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,

What are your top 3 to 5 picks in Canadian heavy oil?
Eric Nuttall picked CVE/ATH/CPG. in his recent appearance on BNN. He predicts it is bit too early for the Gas plays.

You can add separately the companies in the States as well. Eric's focus is only in Canada. I guess that is his mandate.

Thank you.
Mano.

You may want to add the stock symbols as the stem in this this question depending on your answer!
Read Answer Asked by Savalai on August 30, 2023
Q: Hi Folks,
I currently hold AQN in my RRSP account at a loss of 30%. I am looking at NEP in the US as a possible replacement. May I have your analysis and opinion of such a move or would you recommend holding onto AQN for now and wait to see if anything comes of the "activist investors".
Thanks
Read Answer Asked by JOHN on August 30, 2023
Q: hi,
I am contemplating selling AQN. do you have any guess as to what sort of upside potential ( in percentage ) in the short term there may be for any actions (asset sales? restructuring? etc etc )spurred on by the "activist investor". so far, there has been nothing of significance in this regard, and the stock price reflects this, I think? if selling, I was thinking of adding to my BEPC to make close to a full position. do you still think BEPC has decent growth potential, and will weather any further rate hikes? is the balance sheet fine still?
cheers, Chris
Read Answer Asked by chris on August 29, 2023
Q: Just realizing that the BIP.U I hold in my CD cash account is not tax favorable.
I plan to buy BIPC. Then sell BIP.U a couple of days later, at a tax loss. Assume that will be kosher, and that I can claim a tax loss?
Secondly, I notice that this company pays dividends in US $. I could buy it in my US$ account. Does that make better financial sense? I would lose the dividend tax credit, but perhaps save on currency transfer fee each Q?
Thanks for your timely responses. This Q/A feature is what I love about 5i!
Read Answer Asked by Marcia on August 28, 2023
Q: TCN ( down 40%) , SGR.U ( down 17% ) IIP.UN (down 25% )
Looking at possibly selling these losers . Your opinion sell or hold ? If I do sell, what safe dividend paying stock would you suggest for a hold
Read Answer Asked by Frank on August 28, 2023
Q: I have owned this fund for a number of years for the dividend - now over 13% paid monthly. But I am down over 40% on it. Not good math! It is in a registered account so no benefit of tax loss selling. Do you have a sense of whether it will recover as interest rates stabilize? Is there a risk of a dividend cut? I am not familiar with the companies in it. Now regret buying something I don't understand but it was a recommend on BNN.
Read Answer Asked by Marcia on August 25, 2023
Q: Good morning,

I currently own all four companies in the energy portion of my family portfolio.
That being said, I'm in the red and very disappointed with FRU.CA's performance of late and looking at selling FRU.CA and with the proceeds, adding to my existing positions of MEG.CA, CVE.CA or TVE.CA.

Q1. What are your thoughts on FRU.CA

Q2. Which of these three stocks (MEG.CA, CVE.CA or TVE.CA offers the best risk/reward at this particular time,

Q3. Is there another energy stock that you prefer and would wholeheartedly recommend.

Thank you and I'll await your response.
Read Answer Asked by Francesco on August 24, 2023
Q: hello 5i:
would Operating Cash Flow be the best metric to use when valuing this company? If so, I see that historically, they've traded for long stretches of time for a ratio of under 6.0. Would you then agree that something under this ratio would present good value? If Adusted (Operating) Earnings is the best metric, would a PE of 20 or less be a good value to buy into?
thanks
Paul L
Read Answer Asked by Paul on August 24, 2023
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