Investment Q&A

Q: Hi 5i team. What do you make of Tourmaline's January 14 news regarding their EP activity update and dividend news? The stock has been taking quite a kicking today. Can you shed any light on why the market is down on this name? Thanks.

Q: Happy New Year All!

Can I please get your opinion of Algoma Central (ALC). Has anything changed since your answer in March 2022?

Thanks

Dave

Q: PXT recently announced production that was below analyst expectations, and the stock is down quite a bit today. In add-on, their forecast for 2024 is also light, although a bit of an increase over 2023. I'm surprised, as i bought this one for its strong growth prospects. What do you think of this company going forward? Can they still increase the dividend? buy back stock?

Q: Any reasons about the big 12%+ drop in SP and almost 800K in volume today (normal trading is about 300K in volumes)? Thanks.

Q: Hi,

I would like to purchase a large, dividend paying US stock that has some potential for future growth (or is currently undervalued) in my RRSP. Could you provide some suggestions?

Thank you,
Evan

Q: I am down $6,200.00 on TVE.
Is this a hold? do you see a recovery or should I move on? I currently own 7 other energy stocks.

Q: I own both and would like to consolidate into one. Stock appreciation is more important than the dividend.
Thanks

Q: Hi Team,
Would you choose Rogers or Cogeco to get exposure to the wireless sector?
I would lean towards CCA due to CDPQ "partnership" that could limit the drawdown in my opinion and the high leverage of Rogers.

Second question ? Would you prefer CGO vs CCA to get exposure to Cogeco and why?

Thank you !

Michel

Q: I'm down about 20% or so on this one. I know you're against averaging down, from what I've read, but do you see long term (5+ years) value at these prices?

Q: What is keeping TOU at these prices? I would like to buy some shares but can't see its value at present gas prices. Is it that we are presently experiencing winter in North America. Should one chase the price or wait for a pull back? At what price would 5i feel is a good entry?

Thank you

Q: Hi,

I am wanting to start a position int TOU but need to raise the cash. Below is where I am thinking of raising the cash.

I have positions in the following:

ENB 6.35 % ( I do not want to sell)
SU 1.33% ( Sell Full position)
TRP 1.13 % (Sell Full Position)

That leaves me with KEY at 4.22% and PPL at 2.78% To get my 5% weighting in TOU I can decide on whether to sell PPL or KEY.

Your thoughts? Does it make sense?

Jimmy

Q: Hello. What are your best recommendations for ETFs that focus on dividend growth companies?

Q: Your comments on how you see Secure Energy as an investment over the next year or two.

Q: Dear 5i team.
Please explain the differences between these two etfs for O&G exposure. Do you lean more to one vs the other?

The 8 listed CO's you suggested earlier today as a possible DIY version, how would you rank them in terms of risk/reward assuming oil prices stay elevated or increases?
(CNQ SU WCP TVE TOU XOM PSX CVX)

Thanks for your help.

Q: Pls comment on the earnings and guidance. Time to add ? Thank you.

Q: It finally seems possible that Canada could ship some LNG off the west coast of British Columbia this year. I would like to gain exposure to the LNG complex in Canada by investing in a basket of shippers, producers and exploration companies. Ideally the list would contain some strong dividend payers as well as some companies that focus on growth. What would you suggest?

Q: BEPC seems to have a dividend history of about 3 years so i find it hard to know circumstances under which they'd lower it but i assume it could include climate related factors. BAM on the other hand looks to have reduced (or adjusted due to a spinoff or restructuring, etc) their dividend in 2007, 2014, 2015 and 2020. Then in 2023, it increased by 128%. As the Brookfield name seems to have a lot of cash, it appears that it might be hard to predict when the BEPC dividend could be cut. Would you please guide on how to assess the sustainability of dividend payments for BEPC? Do you think there is much risk of the present dividend being cut? Thanks for your usual market wisdom.

Q: More questions on BEPC
When it launched, it grew rapidly from 07/2020 to 01/2021, then it began a steady decline which seems to have abated in 09/2023. Are there specific reasons that you know of for its 6 month climb and the following 31 month decline? And do you know of the reason(s) for its gradual climb from 09/2023 to today, which looks like the second longest climb since it was launched? I would think there’d be a story but maybe its only known to BAM. I read once in the G&M that one of the downsides of owning Brookfield companies was the complexity of ownership and the difficulty sometimes in understanding the attribution of consequences among the firms.
On 5 Dec/23 you were asked for your top 3 utility pics and replied with FTS, BEPC, H. Would the 3 be the same today and would the order be different?
Many thanks and please serve yourself and the credits -- i don't seem to use them up fast enough !

Q: I am overweight in financials with BNS, TD, SLF, POW, Visa and underweight in Utilities. I was thinking of letting POW go. Thoughts on this?

For Utilities, I looked at TA with its very low P/E but it is still stuck in non-renewables at the moment. Thoughts on this? What utility (ies) would you suggest?

I am just asking for thoughts/suggestions.
Your advice is greatly appreciated.

Q: On the NYSE, Brookfield Infrastructure is listed in these 2 ways. Would you kindly explain the difference in relation to dividends and Canadian income taxes.
Thanks.