Investment Q&A

Q: Looking to add oil sector to my portfolio (price of barrel near multi year low). What these two would you prefer, how possible is a large multi increase over the next 5 years?

Q: Some positive comments regarding AQN on BNN Market call.
Currently I own shares and am considering adding more.
Would you be a buyer or seller of this stock?

Q: I recently came across some news about this company, namely that it had suddenly terminated a strategic review to maximize shareholder value, and instead has sold a $60M asset with the intention to distribute the proceeds (0.90 on a $1.35 share!) to its shareholders. You have just one (older) question on this company. Can you comment on it in general, and also specifically on this procedure: how this might benefit the company and what will happen to its valuation?

Q: Hello Peter & Team,

Can you please provide an update moving forward for WCP considering the recent declines in Oil. Sell/Hold/Buy

Thanks for all you do

gm

Q: Of the two mentioned, which would be a better buy for safety and growth going forward . Also at what entry price.

Thank You.

Q: I’m invested only in Whitecap. Which energy stocks would you consider a good buy right now. Large and small caps. Thank you.

Q: What are your thoughts on the current offer for Meg Energy presuming it goes through. If we keep Cenovus stock we would have a half position.

We also own an almost full position in CNQ and TOUR. Have a full position in ENB. Those last 3 are about 5% of our portfolios.

I'm mostly looking at this as providing me with more cash but might hold the half position of Cenovus if the future is bright. (I know you don't have a crystal ball!)

Would you keep the half position of Cenovus or instead sell Cenovus and use the cash to add more to TOUR or CNQ?

We're retired, conservative investors.

Q: Hello Peter & Team,

I added TAL to my portfolio early 2025. Love the dividend, but am down 20%. Do I hold and hope for a rebound? Or Sell and cut my losses.

Thanks for all you do

gm

Q: I have owned BTE for a few years now and it is no surprise I am underwater on it in all the accounts it is held. As the price of oil continues its slow march downward I am working out what to do with my O&G stocks. Most are solid companies and many have a decent dividend to tide one over. Baytex is one that does not; that is in addition to its dismal performance over the years.

I would like to know if the assets of Baytex, at some point, would be a useful "fit" for another firm when merger mania hits the oil patch? If so, who would be the likely bidders?

With oil price forecasts into 2025/26 looking dismal if one abandons the idea of a suitor buying BTE, would you still view it as a hold, or is it better sold and the money put to a more accomplished non-O&G growth story?

Thanks as always.

Dave

Q: Apologies for asking something I’m pretty sure has been asked before in various ways; which version of Brookfield Renewables would you place in a TFSA and very briefly why? Thanks,

Q: Looking over the past queries on NRGI, and your last real opinion on this one is a year old, and the fund is trading slightly below that level still. According to Investorline, the MER is 3.4%. Is that accurate? With oil having slumped, now under $59, does the covered call strategy still work with this fund? Even with a flat-lined unit price, 7.33% is still enticing, for what I imagine to be a tax efficient pay-out for a non-reg account.

Similar to Stephen, who has been the source of many of the questions on NRGI, I too am retired, and living off the portfolio, wanting to mix income with 'some' growth, though income is the focus in this case.

Q: Can you explain the 6% decline in Key and 5% decline in PPl over the last 5 days?

Q: Hi Folks,

Given the strong involvement and capital investment by Brookfield in these two companies do you think there is a good growth play here respecting they are different?
Would you consider RGSI and BE a buy today for a 3-5 year hold?

Thanks so incredibly much for your insight!

Q: Could you comment on this company please?

Q: What do you think about SHLE at this price level?

Q: 5i last looked at this company in late 2023 when it was Pieridae Energy PEA:CA. This spring it changed its name to Cavvy Energy CVVY:CA. Please advise how it is doing. Also, what is the the split between being a midstream vs gas production company.
Thanks for your great service.
Cyril

Q: I see you have just added HME to your income portfolio. I have held it for a couple of years, and it pays a good dividend of about 8% including the semi annual special dividends. The stock price didn't do much until it spiked up on Sept 18, and it has been inching upward since then, now about 15% higher than 3 months ago. Do you have any idea what has caused the recent increase in the stock price? Do you think it could be a target for a takeover?

Q: It looks like NVA has performed well over the past few months and is now reaching a point where upside based on valuation may be a bit limited, (barring a surge in oil prices). Anything you see, other than TVE and WCP which I already own, that might have greater upside? Am I wrong in my assessment?

Thanks.

Q: Hi,

Can you give me your opinion on Rockpoint Gas Storage Inc (RGSI), as well as the sector in general?

Thanks,

Craig

Q: Peter; What do you make of the CVE announcement on acquiring a 8.5% stake in MEG? Is their takeover bid dead now ? Thanks.
Rod