Q: As a further follow-up on TA. Leaving aside it's stake in RNW, what would the remaining net asset value ( ie assets minus liabilities) be of these assets approximately.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Considering balance sheets and growth, can you give me your favoured picks in the Canadian oilfield drillers/services sector? Thank you!
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Ballard Power Systems Inc. (BLDP)
-
Greenlane Renewables Inc. (GRN)
-
Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello Peter and team
What are the PE ratios for Nuvei and Shopify? Could you please provide your view on Greenlane Renewables and Ballard Powers recent results?
What are the PE ratios for Nuvei and Shopify? Could you please provide your view on Greenlane Renewables and Ballard Powers recent results?
-
Canadian Utilities Limited Class A Non-Voting Shares (CU)
-
ATCO Ltd. Class I Non-voting Shares (ACO.X)
Q: Hi 5i,
Which one would you choose between ACO.X and CU for an RRSP?
Can you help explain your reasoning?
What would be a good price to pay for your choice today?
Which one would you choose between ACO.X and CU for an RRSP?
Can you help explain your reasoning?
What would be a good price to pay for your choice today?
-
Kelt Exploration Ltd. (KEL)
-
Surge Energy Inc. (SGY)
-
Tennessee Valley Authority (TVE)
-
Headwater Exploration Inc. (HWX)
Q: Given the potential for a resolution to the Ukrainian conflict, and a lowering of oil prices back to normal market levels, please give you thoughts and ranking (best to least) as to which of the following co.'s you would consider as having the most potential for a sustained upward growth pattern from current levels, over the next 2 years. KEL, SGY, TVE, HWX. Secondly, are there any of these that you would not want to own at these levels? Thanks for the great service.
Q: Could you please give me your assessment of PSK's most recent quarter and annual results. What is its current free cash flow.. How much of its land will be in proximity of pipelines that feed into the LNG project that has been approved..
Q: Are you guys feeling any more positive about PNE's prospects these days?
-
Canadian Utilities Limited Class A Non-Voting Shares (CU)
-
ATCO Ltd. Class I Non-voting Shares (ACO.X)
Q: Could you please explain your logic for your answer to "Greyhairs".
It seems counterintuitive.
Thanks.
It seems counterintuitive.
Thanks.
-
Canadian Utilities Limited Class A Non-Voting Shares (CU)
-
ATCO Ltd. Class I Non-voting Shares (ACO.X)
Q: Hi Peter
Can you please explain the rationale in adding Atco to the income portfolio? If 80% of its income comes from Canadian utilities, why not purchase CU directly? How is Atco better than other canadian utilities?
Thanks
Can you please explain the rationale in adding Atco to the income portfolio? If 80% of its income comes from Canadian utilities, why not purchase CU directly? How is Atco better than other canadian utilities?
Thanks
Q: Want your toughts on the last earnings and if you consider a good buy at this level, thanks
Q: As a follow-up to my earlier question since TA owns 60% of RNW and according to the Globe the market cap of RNW is $4.9 billion, TA's share of RNW would be $2.94 billion. TA's total market cap is $3.45 billion. How would you asses the value of TA's other assets. Are any of these assets in renewable energy.
Q: Can you comment on the investment merits of this ETF NANR
Q: Hello, is there in the US or Canada a Nuclear Reactors maker that is public and that you would recommend? Because of the current context in Europe, do you think that there could be a revival for the demand of reliable and modern nuclear reactors to help the transition to cleaner ernergy? Thank you
Q: Hi 5i
Three questions if that's OK, points to be deducted accordingly:
1. What's the best site to find dates on which quarterly reports will be released along with estimates for the upcoming quarter?
2. Could you identify 2 or 3 small to mid cap O&G producers that you would recommend now (not including TVE or WCP) along with a thumbnail sketch as to why for each?
3. What are your thoughts about FRU for income and cap gain over the 12 months or so?
Thanks!
Peter
Three questions if that's OK, points to be deducted accordingly:
1. What's the best site to find dates on which quarterly reports will be released along with estimates for the upcoming quarter?
2. Could you identify 2 or 3 small to mid cap O&G producers that you would recommend now (not including TVE or WCP) along with a thumbnail sketch as to why for each?
3. What are your thoughts about FRU for income and cap gain over the 12 months or so?
Thanks!
Peter
Q: would like your opinion on transglobe energy corp.
thank you.
thank you.
Q: Thoughts please on the Surge quarter?
Thx
Thx
Q: Long time holder (since 2017). They reported last night (March 9). What are you thoughts on their results and outlook for the future. I'm down 40%. Do I continue to hope for a better future or lick my wounds and move on? Sell or Hold ?
Q: Please comments on Mega Uranium, many thanks.
Q: Hi 5i,
Is there value in swapping EMA for ACO.x in my portfolio with all things being equal. Its in your div. port. so one of your favorites.
Thanks!
Is there value in swapping EMA for ACO.x in my portfolio with all things being equal. Its in your div. port. so one of your favorites.
Thanks!
Q: Could you comment on TA's fourth-quarter and year end results. It seems to trade at approximately 6.5 times free cash flow. How does this compare to other companies in its sector. Does it own 60% of RNW through its ownership of of TransAlta Generation Partnership which owns which owns 23% of RNW(see TransAlta Corporation | 2021 Annual Information Form)and its 37% direct ownership?