skip to content
  1. Home
  2. >
  3. Investment Q&A
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: This week was the stock was weak. What is your analysis about the company? Its a good holding for income but it is not doing well price wise when compared to CPX:T.
Thanks
Piyush
Read Answer Asked by Piyush on August 05, 2025
Q: Brookfield was a significant beneficiary of large investments in clean power from the tech giants. Do you see other utilities in Canada or US benefiting similarly in the future? It seems that the utilities space offers a potentially stable growth space going forward with power demand going up. Is this worth the effort, for example, compared to chips or software as a growth investment avenue.
Read Answer Asked by Peter on August 05, 2025
Q: I was surprised to receive the corporate action from MEG dated July 29th (see below) 1) Is this a done deal? I thought the offer was considered too low and speculation was that other offers would likely be forthcoming. 2) If it were you, what would you do with your shares of MEG?

Option 1: Tender (Canadian Shareholders and Shareholders who reside in a "Non-Restricted State") -
To receive $4.10 CAD and 0.62 of a common share of Strathcona Resources Limited (SCR (TSX) /
(STHRF) (OTC)) (862952108) for each common share of MEG Energy Corporation tendered.
Deadline for Client Instructions: September 12, 2025 11:59 AM Toronto time
Issue Expiry Date: September 15, 2025 05:00 PM Mountain time

Read Answer Asked by Scott on August 05, 2025
Q: Hello 5i Team,
Pembina Pipeline issued a press release yesterday in which they announced a new tolling agreement/revenue sharing agreement with shippers which would result in revenue reduction of roughly $90 million dollars per year to the company over the next decade. Today, the stock price barely reacted, which I find puzzling. Am I missing something here, or is $90 million per year not that impactful to the company's prospects??
Your thoughts would be appreciated as always.
Brian
Read Answer Asked by Brian on July 28, 2025
Q: Whitecap has crept up to 5.5% position in my portfolio and is now my 3rd biggest position. This is in part due to the combing with Veren.

I believe they have a good management team and balance sheet is fairly decent.

The dividend is quite nice as well.

If I think there is room to move is it too risky letting this run to 7% or is it time to rebalance and take a bit off the table.

If you can't give personal advice;)

Hypothetically if you had a 5.5% position in WCP would you let it run and monitor or trim it up a bit;)

Thanks, Colin.


Read Answer Asked by Colin on July 25, 2025
Q: Good morning,

I am thinking of taking a capital loss on TOU, and with the proceeds buy WCP for 30+days. Plan is to take 2 months of the monthly dividend of WCP, and then buy TOU back in early September ahead of the $0.50 ex-dividend date. I know I will miss the TOU $0.35 dividend next month with this strategy, but from purely a dividend payout strategy, it is accretive.

Anything I am missing with this strategy?

Thx as always.
Read Answer Asked by Trevor on July 24, 2025
Q: Hi 5i
How was the Strathcona conference call?
Strathcona announced they would be paying out a special $10 dividend if the meg deal does not go through.
How would 5i play this?
Currently a holder of meg...Wondering if this is an opportunity to hedge a little?
Where do you think meg ends up if the deal fails?
Also would you continue to hold meg...the clock keeps ticking on this one.
thx
Read Answer Asked by jim on July 24, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!