Investment Q&A

Q: For a conservative investor making an initial investment in o&g industry ( other than owning ENB ), which would you suggest ?

I like the integrated biz and very long reserves of SU and the proven management and size of CNQ.

Which company can handle lower oil prices best ? Which is more dividend growth friendly ?

I’m thinking either one is fine and it’s a coin toss, but any further considerations you can provide would be appreciated.

Thanks, Derek.

Q: I'm trying to understand HPYT and what factors will influence the market price . In Dec. 23 market price was $12.83 and yield was 14% . Today it is $8.91 and yield is 20% . Am I correct in assuming as the price drops the yield will rise ? I did notice that since inception HPYT has paid .15 cents a month . Up until the recent June payment which was .13 cents. Why the decrease ?

What factors influence the market price ? Interest rates I assume . What effect will rising interest rates have on the price ? And what effect will dropping interest rates have ?

What effect will a Taco tariff policy have on the price ?

Will the " Great Big Beautiful Bill " have an effect on the price ? Going to be a substantial increase in U.S. debt .....

Will the price be influenced by Trump's rhetoric of replacing Powell ? And what effect will that be ? .....I can't imagine Mr Market will react positively to a politically motivated Fed Chair .....

Can I slot this into the fixed income portion of my portfolio or is it too volatile ?
Basically I would like to know the various factors 5i feels will influence the price/yield of this security .....

Thanks for your terrific service .....

Q: Has Hydro One always paid a dividend since it went public? Has it ever decreased the dividend payment ( in dollars)? I am thinking of buying Hydro One as a 5+ year hold.

I am looking for a solid utility with good chance for growth in share price over the long-term, but already own Fortis, so am looking for an alternative to that stock.

What would be a good entry price to buy Hydro One? Thank you.

Q: Pembina Pipelines seems to have alot going for it but lately the stock price has been falling steadily. Can you identify any reason for this?

Q: Good morning,

This question relates to the upcoming sale of PKI to Sunoco.

If a person held 1000 shares of PKI and elected to take the cash offer of $44 and was not granted the full cash allotment, and instead received $19.8 per share held and .295 shares of the new Company he would have $19.8k plus 295 shares of the new entity.

Or at least some configuration of shares depending on the choices of other shareholders.

That being said, if one wanted to dispose of these newly issued shares, how does one go about it, and are there any tax ramifications to be aware of when selling American shares?

My cost of PKI shares is approx $38 Can. There may be a small cap gain depending on the value of the SUN shares.

Or should one just bail out before the new shares are issued?

Finally, what is your best guess at the share price of PKI, just prior to the official delisting and the creation of SUN?

Q: Hi All At 5i!!
What are your thoughts on Quanta Services?? Despite its high valuation, would you still initiate a small position?? Despite high valuations, some stocks still track upward. Would you consider this stock to be one of those? If not, at what price would you consider it a buy?

Cheers,
Tamara

Q: Hi there, what are your thoughts on MCB here and future outlook for growth? Would you be a buyer at today's prices? Thanks

Q: Brookfield renewable continues upward trajectory, however small. Do you think it has scalable potential for the future or is its growth either as a sector or company muted with the tide moving out somewhat on renewable power?
What do you see as future growth potential?

Q: Hi,

BEPC has been steadily rising this year, even in the face of the US administration's policy switch that is largely unfavourabhle to renewables. Any thoughts on what's driving the uptick?

Thanks,
Robert

Q: Do you have any near term concerns on adding to one's SOBO holdings? Are fundamentals and the outlook reasonably solid for this company, and the sector?

Avoiding one of those "why is my XXXXXX stock down today" questions, I will say that I have noticed over the last 6 months that the pipelines have been generally drifting lower. I am assuming this is just short term sentiment / sector rotation?

If all looks good to you, my intent was simply to add more SOBO at a favourable technical buy level.

Q: Both have dropped considerably. At what price do you see as buy on both.

Q: Any reason why pipelines are down so much considering oil is up?

Q: Sounds like President Trump is going to get involved helping the AI sector, specifically the huge power requirements. Looking for some investing ideas that will benefit from the presumed increased spending?

Q: What is your view on this producer/explorer with a 12% dividend.
How does the balance sheet look.

Thank you

Q: Hello 5i,

Trumponomics is laying waste to "green" energy. Can you list 5 stocks in Canada and 5 stocks in the USA that would be most affected? Is it worth hanging onto a small position of BEPC after the news? We have a small loss at this time.

Thank you
D&J

Q: Can I have your opinion on this companies earnings and growth potential both in the short and long term? Do you think they are a target to be acquired? Thank you

Q: Hi Team,

Is this a value trap or does it seem like the CEO is doing a great job with capital allocation and the valuation looks attractive for the long term?

Thanks

Q: Is NDIV a reasonably good natural resources fund? Only 3 years old, has minimal AUM, and there is no Morningstar rating. Selects dividend paying natural resource companies globally. Could be attractive IF it’s managed by Kevin Simpson , who seems to be a great manager running covered call strategies. I cannot tell if NDIV follows such a strategy. Information on ETF data sites is scanty. Would appreciate very much your insight and comments including whether this ETF is a good diversifier. MER 0.59%.

Q: Good morning, I am presently down about 30% and wondering whether to just let it be, and wait for a comeback at some point, or sell and deploy funds elsewhere, and if so, what might you suggest as an alternative, keeping in mind that if I sell and invest elsewhere, I would need to make about 50% just to get back to breakeven on my original OXY investment. Thanks

Q: I'm considering a switch from CNQ to PEY, would you make that change? PEY has been doing well in recent years and CNQ has been lagging behind. What's your thought on that idea? Thanks.