Investment Q&A

Q: what is your favorite pipeline today? cash account

thanks help

Q: Can you please comment on earnings.

Q: Hi Could you please comment on AQN earnings release. Do you see stock being rerated in near future ? Thanks

Q: Hello Peter and team,
What do you think of Cohen and Steers and Icahn Enterprises. i am just concerned of the high yield . Is this sustainable? I am looking at these for my RRSP where the dividends don't have tax implications until i withdraw funds.

Q: Follow-up question: : "The company noted it has reached its 40% renewables target." Does this include it's 60% ownership in Transalta renewable or is it in addition to.

Q: Good morning

Would you have some insight or thoughts on what the hedges that CPG and PXT have in place that will impact revenues in the first quarter, and beyond?

Thanks

Q: I would like your opinion of Spartan Delta. Do you think their debt is a concern and does this company keep up with its ~$2 Billion peers in the energy sector? If not, who do you favour?

Q: Hi 5i Team - Can you provide an update on Rubellite` Energy, its fundamentals, insider ownership, drilling prospects and overall growth potential. Thanks.

Q: Could you comment on transalta's first quarter results. What was it's cash flow/free cash flow per share. What are the cash flow/earnings per share estimates for the entire year. How do these compare to other companies in this sector.

Q: Your thoughts on the qtr and their arrangement with Cheniere?

Q: Please help me with this "Ginger" or Maryann" dilemma. For a two year hold potential combine upside, what's your choice between SU and CNQ? Thanks.

Q: Good morning

I am confused...I understand the risk of inflation, war, Covid etc...The demand may be restricted for oil (short-term) but it does not seem to makes sense the volatility in energy when many will be making tremendous cash when oils above $80...TVE, Arc, Whitecap stocks were higher when oil was rising in the $80 range...is this just speculators jumping in and out...would it not be a good time in buy these stocks today as it seems to be quite emotional right now with the rest of the market...any other that you would recommend are being sold without thought of fundamentals?

Thanks

Q: On May 9th, there was a question from James about when MEG Energy might start a dividend. In their recent Q1 earnings report, they stated that once a debt level of $600 million was reached, which they expect by the 2nd half of 2023, 100% of free cash flow will be returned to shareholders. I would expect this means some combination of share buybacks and dividends.

In Q1, the company had approx $500 million of free cash flow, which is about $2.0 billion for a year at that rate. There are 307 million shares o/s currently, so that would equate to roughly $6.50 a share. If half went to share buybacks, then that would leave roughly $3.25 for a dividend, which would be about a 17% yield on the current share price. Of course, energy pricing could change significantly (up or down) between now and then.

Q: hi guys just wanted to know which one of these stocks would you suggest to hold for the next few months I have been holding on to tve and it doesnt seem to move much , thanks a bunch

Q: Hi team. I have ~$15k for my TFSA and was wondering about SYZ and FIE for tax free income. I’m down quite a bit with SYZ in other RSP accounts but was wondering if it might be an opportunity now while waiting for some growth in the future. FIE has been good to me and the coupon is roughly the same as SYZ. Hate to be a dividend chaser. Should I buy now or buy something else? Appreciate your thoughts. Bill

Q: can you comment on pine cliff and marathons earnings. they appear excellent but i value your opinion . dave

Q: Hi team,

Any views on Vaalco Energy ? Would you be a buyer now ? Or which energy stocks would you favor now for strong growth in the next two years ?

Gratefully,

Jacques IDS

Q: Your take on Tourmaline earnings?

Q: I understand that Arc (ARX) and Cheniere Energy (LNG-A) have entered an agreement whereby Arc will supply gas to Cheniere for a period of 15 years (subject to the decision to go ahead with construction in Corpus Christi, Texas)
I have a small position (106 shares) in Cheniere awaiting some event that makes it a great time to increase holdings. I have yet no position in Arc however do you think that the deal is big enough to ensure Arc will have a meaningful opportunity to find an excellent way to the outside world through Cheniere?
Thanks

Q: Hi guys, are you able to give your assessment of this company. How do you like its future prospects and valuation? (assuming Oil stays @ $100) thx