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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: Have held RNW for about 6 years, and seen it go up, then down, then way up and way down. At the moment I am up a couple percent on the stock price (not including dividends). I know they had some issues with their off-shore turbines, and recently I have read some comments about them probably reducing the dividend in the near future. Could you comment on RNW in general, and the dividend issue in particular. Do you think it might be better to take a small gain and move on, or just sit tight?
Thank-you, Grant
Read Answer Asked by grant on January 23, 2023
Q: Been a while since you provided feedback on CES (ticker CEU). I am a long suffering holder of ESN and considering a swap if ESN results don't improve after the next report. What are your latest thoughts on ESN? Thoughts on this swap (ESN for CEU) or do you have another preference if I swap out ESN ... if so, why?
Read Answer Asked by Randy on January 23, 2023
Q: Hello Peter & Team,

With global liquid fuels production expected to increase by over a million barrels per day in both 2023 & 24, would you be bullish on new positions in the O&G sector. And if so, which would be your recommended name(s) based on growth with some dividend?
I am considering BTE & CNQ.

Thanks for all you do?

Gord
Read Answer Asked by Gord on January 20, 2023
Q: Hi 5i Team. Can o get your general thoughts on these companies and, specifically, the sustainability of their dividends? At what commodity price points do their respective dividends get dicey? Thank you!
Read Answer Asked by Robert on January 20, 2023
Q: Did you see Jeff Tonkin's interview with Amber on BNN today? I love the straight shooting, no nonsense way that Jeff Tonkin does interviews. Unfortunately I don't hold any Birchcliff because I have a lot of TOU and ARX. Looks like TOU is going to continue with special Divies but ARX dividend isn't as juicy. If nat gas prices stay in the $3 to $4 range I don't think that nat gas shares prices are going to move substantially so should I concentrate on dividends instead? If so would you recommend swapping out ARX for BIR? Tonkin sounds very committed to the new dividend and their debt free status gives Tonkin the backing to commit to a juicy dividend.
Read Answer Asked by Paul on January 20, 2023
Q: Hi, I’m curious and very intrigued as to how an AQN takeover might happen. Could it be bought whole and if so who has the resources to pull this off? I’m thinking Brookfield/ BEPC or perhaps another Private Equity company like KKR? Or could it be sold off in parts perhaps renewables to a NPI or Brookfield and the Power Gen/Transmission/Water to a Fortis? Thanks in advance.
Read Answer Asked by Anthony on January 19, 2023
Q: Hello Team, I am low on Utilities and Oil/Gas stocks in my portfolio. Can I get 2-3 names for each for me to review. Looking for fairly aggressive stocks.
Thanks.
Read Answer Asked by Kevin on January 18, 2023
Q: Peter, I have a question that may sound stupid but here goes. Trudeau and Biden have said there is no future in a carbon economy and have promised to shut down oil and gas as soon as possible. What then does the future hold for Pembina , Enbridge, Trans Canada ????? I would think that with no product or much less product there future is not good either. Many analyts are promoting Nutrien as they say the world needs more food, yet our leaders are going to cut our food production by limiting fertiliser use. I was a farmer for 40 years in Alberta and grew enough Barley Wheat Canola and beef cattle to feed thousands of people a year. This would not have happened without the nutrients to grow it. If all of these things are taken away please tell me what is left to invest in??? Banks?? Thank you Ken
Read Answer Asked by Ken on January 18, 2023
Q: Peter; BIR can’t seem to get any traction vs other NG companies. The dividend is minuscule - should one assume it won’t be upped anytime soon- seems like dead money . Is there a reason to sell it and look elsewhere- TOU or ? Your thoughts please. Thanks
Rod
Read Answer Asked by Rodney on January 18, 2023
Q: Hi there. I am looking for a dividend growth company or ETF to add to our kids RESP with a 10 year time horizon. What do you recommend from the 5i Research universe to initiate a position in now. After the initial purchase, I intend to dollar cost average on an ongoing basis. I already have Telus, Abbvie, and BMO in two other accounts and those are my highest dividend payers.
Read Answer Asked by Zohreh on January 17, 2023
Q: looking to generate a little more income in my RIF with these three CDN O&G names. In your opinion, would a mix of all three achieve some benefit of diversification or does one of these stand out as a clear favourite to own for either safer income, growth or bothÉ
Read Answer Asked by Tony on January 17, 2023
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