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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: Can you give me your opinion on todays announcement of an acquisition and a stock offering. They say it will be accretive, yet I can' help but think it will be dilutive.

Also they say there will not be another offering before mid 2022 - Does this mean they will be making another acquisition?

Are they using the offerings in part to cover the dividends?

This is a stock I bought for the dividend, but expected some growth and safety. I actually have a small capital gain, but the stock has done very poorly over the past year, although I know the pandemic has been a severe negative factor.

They say that this acquisition means that 80% of the company will be regulated - why do some analysts talk about this as a renewable energy company?

Should I dump it?
Read Answer Asked by arnold on October 27, 2021
Q: I saw back in april 2018 the share price was same as it is now at 66 wti oil. Since then share buybacks and dividends have occurred. In this environment shouldn't we be closer to 30. What does the company have to do differently to get there. Would an acquisition do it or make sense. Also when you talk to these companies do you ever give advice.
Read Answer Asked by Steve on October 26, 2021
Q: Can you comment about Co-operatives Limited memorandum of understanding and what this means for near and future earnings.

Is this a big area that WCP can grow in the future? Carbon capture looks like a big opportunity as net zero goals are put in place for companies in the future.

Also do you have a some names for pure play for carbon capture company that you would recommend?

Take as many question credits you feel appropriate to answer the above
Read Answer Asked by Kenny on October 25, 2021
Q: Greetings 5i team.

In looking at Q's archives, I do not see a question that required a review of current state of affairs.
May I please have your retroactive views on SCL's Aug/21 results and outlook? Please also include the earnings estimates coming up in Nov/21 and advise if you see value in the equity of SCL.

Many thanks for your assessment.
Read Answer Asked by Arthur on October 25, 2021
Q: Dear 5i team.

I am considering a switch from CPX to NPI and wanted to know your views on these two matched head to head. Is there a better alternative to switch to in the same space?


Many thanks.
Read Answer Asked by Arthur on October 25, 2021
Q: Hello 5i:
I am thinking of replacing AQN in my TFSA as I feel the company has become stagnate lately and I have a 50% profit from owning it since 2014. I have been thinking AQN and buying either PPL or TRP.
Can you rate which pipeline you like best and why? Or, would you stay with AQN?
Read Answer Asked by James on October 25, 2021
Q: If you were to invest in oil related stocks now for a 2 year hold what companies would you be inclined to invest in?
Read Answer Asked by shirley on October 25, 2021
Q: Thanks for the wonderful service. I owe Antero Midstream. It has recovered quite a bit I am still down about 6%. My other Oil stocks are even worst hit with Suncor down 27% and VET 42%. These are the only holding in Oil. Are we near the top of the hill on Oil prices. Should I cut the loss on AM or is there still room to run. If I cut the loss can you provide any suggestion to play the Oil or stay away for now. Holding period is not a constrain and everything is in registered account so no tax consequences
Read Answer Asked by Nimish on October 25, 2021
Q: Oil companies in Canada and globally over the last few years have suffered from low prices and now face the uncertainty of funding availability due to the climate change frenzy to choke off access to financial markets and to overall resistance to further expansion in production. In these circumstances it seems that many oil and gas companies will curtail further investment with the result that over time production will decline, perhaps at a faster rate than demand may decline. In effect they will become cash cows and pay out a greater part of cash flow to shareholders.
I was wondering whether you have done any research on this issue to get an idea of how this may play out and also the possibility that oil/gas prices may increase further and thereby increase fossil fuel company stock prices. Feel free to publish if you wish but not sure whether you might have addressed this issue already.
Read Answer Asked by angus on October 22, 2021
Q: Thank you for your sage advice over the last few years.

What would it take to move VET shares up a few more dollars? I realize the share has had a good run up over the last months, but at the same time, I believe they are still discounted. There seems to be real resistance at the $14 price level. Even with WTI crude at $83 today, the shares are in the red. Are there specific movers that I should be looking for, or, barring a miracle, is this the time to sell?
Read Answer Asked by Rod on October 20, 2021
Q: Hello Folks:
Currently we hold energy sector stocks:
PXT, WCP, ARX, SES, CVX.
All these are having a good run except ARX.
Would you advise trading ARX for another energy stock such as TOU etc. Do you think I should hang on to ARX or make a trade for something else?
Thanks again for everything
brian
Read Answer Asked by Brian on October 20, 2021
Q: I was surprised by your response to Chris' question of Oct. 19. He asked you to rate 5 renewable energy stocks from least to highest risk and AQN was deemed most at risk.
(Your assessment from least to most at risk: NPI, BEPC, CPX, RNW, and AQN.) What is the source of the risk to AQN...and how likely do you believe this risk is likely to occur? Thank you.

Read Answer Asked by Maureen on October 20, 2021