Investment Q&A

Q: Which company has the most upside.

Q: While very disappointed in what we will finally get for our PKI shares, I am thinking that the best option might be to take all SUN shares for my PKI shares and hope that the SUN shares go higher, perhaps closer to $44 over the next 6 months. I don't see anyone getting all cash for their PKI shares. What would you do with your shares? Also, I voted against the takeover and I am wonder when and how I will get the opportunity to indicate my choice of compensation? Thanks for your great service.

Q: Hello,

Would you be comfortable adding to both here? Or wait for a better entry price? Long-term hold. Which are you more bullish on if you had to pick 1 over the other?

Thanks!

Q: Hello,

You've replied to questions regarding Valeura Energy's financials earlier in the year. It seemed at the time, you used Bloomberg's numbers which differ greatly from that of the company's. Wondering if you can take another look and comment on whether you feel the current share price still represents good value. Their revenue and cash position over the past few years seems decent for a smaller oil play. Just wondering if I should continue hanging on to my position for a little more potential upside?
Thank you,
Tom

Q: Hello Team,
Could you rank these three pipelines for total return over the next couple of years. and why?
Thank You,
Barry

Q: Given all the positive news on new contracts to supply renewable energy, any idea of what the price target should now be for BEPC?

Thanks

Kim

Q: How significant is for BEP the recent contract it signed with Alphabet? The Market seams to like it with a +7% increase in the stock price but is it warranted?

Q: Your thoughts on OKLO please…..
Thank you.

Q: Hi guys,

Your thoughts on "Fusion energy" stocks? Are we still in the first couple of innings and need to wait some more or is it time to start chipping away at a position? Should you think it's time, who would you recommend?
Thanks
Jim

Q: Any idea why this is up 7% today?
Jerry

Q: What kind of oil company it is. It is true that Scrathcona is the 5th largest oil producer in Canada. The CEO was on the podcast In the Money saying that it is still a discount compare other oil companies, it is true. Also, what is the changes that it can purchase MEG energy. Thank you.

Q: need to buy in the energy sector...any of these would you prefer or may stay away from? thank you

Q: what is your opinion on mereen energy inc [mer]

Q: What are your thoughts please on this company. It seems to have little debt and with special dividends, manages to pay a reasonable annual dividend.

Thank you

David

Q: HBTE I realize it's very new, very small, highly concentrated on a very volatile sector, other than that, curious on your thoughts on this etf? Would you consider the holdings "leaders" as advertised?

Q: What are your views on this stock now? Buy, sell or hold.

Q: Wti and Wcs are both down 15% over the last year but these are up 30%.Why the disparity? Thx

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.