Q: Do you think Su could take out Cve in this market?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I have some birchclif. It has not been the best performer over the last couple years. Always waiting for a maybe takeover. Low dividend. Should I be more patient or do you recommend a switch.
Thank you.
Thank you.
Q: There is a lot of bullishness on LNG the last year or more. I read recently about China, and a glut of LNG developing in the international markets. I don't see anything with how it may effect Canadian LNG markets. Could you comment on this and are you still bullish on LNG going forward. Do you see Tou.ca and Arc.ca as buys and what effects could the Global markets have on them. Thanks so much.
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Baker Hughes Company (BKR $46.93)
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SLB Limited (SLB $36.41)
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Precision Drilling Corporation (PD $83.46)
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North American Construction Group Ltd. (NOA $20.09)
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Trican Well Service Ltd. (TCW $5.36)
Q: Morning,
Could I have your five favored Canadian and American oil industry service/infrastructure companies. Five year hold.
Thanks.
Could I have your five favored Canadian and American oil industry service/infrastructure companies. Five year hold.
Thanks.
Q: meg is being offered .62 shares of scr and $4.10. scr as of yesterday is $31.5 so .62x31.5 +4.1 =$23.63. meg closed @ $26.09. Can I assume there wiil be a higher offer.No one would tender to this offer.
Q: For new buying within a TFSA (for retired individual, long-term buy & hold), with aim to hold a Canadian natural gas-producing company, would you prefer ARX or TOU, and why?
Ted
Ted
Q: Why is SCR down so much today when all other oil names are up? Is it something about the takeover? Couldn't find any news. Thanks.
Q: BTE, I know not your favourite but recently it has been slowly climbing up the charts. Your thoughts please.
Thanks Gordo
Thanks Gordo
Q: Superior over time had hovered in the $12 to $16 range. Lots of volatility in it's history.
In 2011 it dropped below $6 and again in 2024.From 2011 to 2014 it recovered to over $14
In 2025 it has bounced off that $6 range, and analysts are forecasting a target price around $10. I have read your recent posts saying their 2025 fiscal year estimates raised.
Two questions:
1) What fundamentally caused this recent dive down to sub $6 from near $16?
2) Given management has raised it's guidance, are the fundamentals improving and is the $10 target estimate from analysts justified?
Thanks
In 2011 it dropped below $6 and again in 2024.From 2011 to 2014 it recovered to over $14
In 2025 it has bounced off that $6 range, and analysts are forecasting a target price around $10. I have read your recent posts saying their 2025 fiscal year estimates raised.
Two questions:
1) What fundamentally caused this recent dive down to sub $6 from near $16?
2) Given management has raised it's guidance, are the fundamentals improving and is the $10 target estimate from analysts justified?
Thanks
Q: Hi 5i
These are held primarily for dividends and (expectations of) some growth. Would you keep both for their different growth drivers and dividends or lean towards ENB being larger/safer at this time?
Thanks
These are held primarily for dividends and (expectations of) some growth. Would you keep both for their different growth drivers and dividends or lean towards ENB being larger/safer at this time?
Thanks
Q: Who will benefit most from lng canada pembina or keyara
Q: In your answer to a question concerning IPO, you indicated debt at $400 million. Their public information indicates year end net debt at $213 - 221 million and 1.1 - 1.3 times Q4 2025 annualized EBITDA. How did you calculate $400 million based on above info?
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.59)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.44)
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Vanguard FTSE Europe ETF (VGK $79.80)
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SPDR EURO Stoxx 50 ETF (FEZ $62.26)
Q: Emerging Markets, Developed Markets, Europe or Bonds. Which represents a buying opportunity now? Which does one need to wait for a pullpack before buying ETF in these areas?
Q: can you kindly comment of InPlay's recent earnings report. This company is quite small and has a rather attractive dividend yield at 10.8%; is it sustainable. Also can you comment of the company's debt position and how it stands relative to other oil and gas companies. Thank you
Q: what accounts for the relatively large move in the stock price today? Is this a good time to buy some?
Q: I picked up a # of CVE in usd and a # of CVE in cad because of cash available in different denominated portfolios. I can do a securities transfer to marry up the two in one accout with no fee and consolidate the position to tidy things up. My question is for 5i, which way would you go with this transfer? Move the USD CVE to the CDN account or the other way? Im thinking move the CVD usd to the cad as the dividend is probably paid in cad and would save on currency exchange fees. What are your thoughts?
Cheers!
Cheers!
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NexGen Energy Ltd. (NXE $12.26)
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Cameco Corporation (CCO $136.18)
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Denison Mines Corp. (DML $3.79)
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BWX Technologies Inc. (BWXT $197.72)
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Sprott Physical Uranium Trust (U.UN $26.13)
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Constellation Energy Corporation (CEG $362.29)
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Global X Uranium ETF (URA $50.12)
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NuScale Power Corporation Class A (SMR $37.67)
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Sprott Uranium Miners ETF (URNM $57.59)
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Oklo Inc. Class A (OKLO $119.30)
Q: Nuclear/ Uranium
There is a trend where more energy is going to be needed for AI and nuclear appears to be a good energy source. In the past you have suggested ETF,s NLR and URA as well as stocks CCO and NXE. Do you still have the same opinion and what stocks/ETF would you recommend as an entry point.
Wayne
There is a trend where more energy is going to be needed for AI and nuclear appears to be a good energy source. In the past you have suggested ETF,s NLR and URA as well as stocks CCO and NXE. Do you still have the same opinion and what stocks/ETF would you recommend as an entry point.
Wayne
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Brookfield Renewable Partners L.P. (BEP.UN $43.13)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $61.13)
Q: What explains the big increase (around 7-8%) of the value of these stocks today? What do you expect for the future and what is best to do (buy, sell or hold)?
Q: Trump seems to be interested in reviving the Keystone pipeline project. If this happens, would it be significant for TRP?
Q: Would appreciate your opinion on the following
Given the trade tensions between Canada and the USA what is the chance that Ottawa might not allow the takeover. And should Ottawa deny the takeover, what happens? I assume PKI shares could fall substantially.
Secondly, the current value of shares and cash, which most likely all PKI shareholders will get, is currently not $44 , but closer to $41.50 a share. Do you concur? And if so would you anticipate any top up to bring the offer closer to the $44 level.?
Based on your analysis, what is the best strategy: should Parkland shareholders continue to hold the shares or sell the shares and move on?
Thanks for your insight.
Given the trade tensions between Canada and the USA what is the chance that Ottawa might not allow the takeover. And should Ottawa deny the takeover, what happens? I assume PKI shares could fall substantially.
Secondly, the current value of shares and cash, which most likely all PKI shareholders will get, is currently not $44 , but closer to $41.50 a share. Do you concur? And if so would you anticipate any top up to bring the offer closer to the $44 level.?
Based on your analysis, what is the best strategy: should Parkland shareholders continue to hold the shares or sell the shares and move on?
Thanks for your insight.