Investment Q&A

Q: Is there a significant shareholder and what % of shares does he/she own? Your outlook on this company for the future

Q: I own Eric's NNRG etf...full position, as my proxy for the energy sector, all of it in my TFSA. There are also energy contributions held within CDZ, ZWC, RBF646 plus AQN, FTS, TRP.

I am considering adding a smaller position in NRGI (Eric's income etf) for my wife. She insists on having dividends as a make-up of any equity position. I see NRGI pays a roughly 7% dividend (paid monthly), it also utilizes a covered call strategy, and the outlook for oil looks very good (in my opinion) for the next several years. I am not sure if you have had a chance to watch Eric's latest Ninepoint presentation on Sept 21/22.

Q#1 = what are your initial thoughts on this newer ETF by Eric?

Q#2 = could you rank in which account would be best to purchase NRGI => RRSP vs TFSA vs Cash and why?

Q#3 = it is roughly 85% USA. Does that influence the account choice, due to the 15% dividend withholding tax?

Q#4 = could you consider adding NRGI to your data base, as well as NNRG...thanks.


Thanks for your help.... Steve

Q: I intend to add to above positions for the purpose of increasing my dividend income. Please give me your opinion on each of them. Do you have a favorite
Thank you!

Q: Do you agree, Hydrogen Takes Off?

Plug Power (PLUG), Ballard Power (BLDP), Bloom Energy (BE).

Which has the most potential and rank the 3.

Would you recommend another?

Thank you.

Q: I was reading that the breakeven point for oil in Canada is much higher than in many other countries. While the price they can get per barrel is much lower. Should we not invest in American O&G companies instead then?

Q: IS WCP A GOOD BUY?

Q: IS TVE-TA A BUY AND WILL THEY BE ISSUING NEW SHARES FOR THEIR NEW PURCHASE , AND IS WEP-TA A BUY?

Q: Hi there,
Just wondering why PEY went up so much today and also your general opinion for a 3 year hold in my account
Thank you

Q: Peter; Eric N. keeps saying he would like to buy WCP but the “ overhang” is stopping him. What is the “overhang “? Thanks. Rod

Q: Dear 5i,
If you were to invest 1 to 2% in a TFSA for a minimum 3 to 5Y hold in either LCFS or TWM which one would it be? Can you please comment on the debt levels of each? Can you please comment on how significant the carbon credits are for each? Would you expect tax selling for these two in the next couple of months and what do you think would be a very attractive entry price?

Q: This stock looks like a bargain. Stripping out any value for goodwill and you still have book value of $9/share. Shares trade at just over $6.40. Their business has really evolved and their recent carbon capture contract ( hard time even finding the news on it) is big. Lots of similar types of deals possible. This company reminds me IBI Group, another turnaround situation (Peter Lynch classification).

Q: opinion

Q: Refineries seem to be in a sweet spot with no new refineries being built recently and anticipated strong demand in the near future. Would investing in this sector be prudent in these volatile times and if so what company would be your best pick. Thanks

Q: I am on the sidelines right now. If the market drops significantly I will buy back in. If it does drop enough for me, which 6 oil and gas stocks would you buy? Majors, micro, US, Canadian. It does not matter to me.

Q: Comments please on this morning news.
Jerry

Q: Hello,

Given the current bottlenecks for natural gas in Europe and the long time frame to ramp up LNG conversion/processing facilities - are there any Canadian conpanies that could benefit from this demand over the next 5-10 yrs and how well are they positioned in terms of supply and strategic focus?

Thank you

Q: Hi 5i Team, could you provide some clarity please.

Josef Schachter of Schachter's Eye on Energy, recently made this statement, among others, in respect to fallout from the EU/Russia energy issues. I am trying to understand exactly how this could manifest into a colossal crises. Can you expand on the following quote and provide a better explanation. In your opinion, is there any merit to the quote? Thanks:

"Margin calls are being faced by energy producers in Europe. Norwegian giant Equinor sees energy trading desks needing US$1.5T to meet margin calls. This could be worse than the Lehman incident in 2008. The problem is not with the physical markets but with the derivatives market. This is a financial crisis of much greater magnitude than the Global Financial Crisis of 2008-2009 (GFC)."

Q: Good morning,

Q1. What are your thoughts on TVE's recent purchase of Deltastream after just purchasing Rolling Hills Energy?

Q2. Do you expect this purchase to be accretive in the medium term?

Q3. Do you recommend purchasing additional shares now or after the Deltasteam deal closes.

Thank you for the sage advice.

Francesco

Q: Many experts, including yourselves, have picked TVE in the mid cap space. I have owned it for about 8 months and it has not been keeping pace with other midcap energy stocks.
Could I get your thoughts on the reasons and do you still like it. If not, could you recommend a couple other names.

Q: Can you explain the extreme volatility of KRBN in recent months. Is this a safe long term investment? Your thoughts please.