Investment Q&A

Q: Peter; Just saw the Alberta Government is looking to begin planning a new pipeline route to the west coast. Using ENB, SOBO and TMX to help.

Q: Hello 5i,

I wanted to ask you about Renewables as i have nothing in that segment. Is there 1 particular renewable company you like/prefer (BEP-UN-T?) over others or would you suggest the better option would be a renewable ETF?

Always appreciate your assistance and insight.

Ralph

Q: Hi 5i team,

I am interested in WaterBridge Infrastructure LLC's (WBI) recent IPO and its unique business model within the Permian Basin water management sector. I would appreciate your insights on the following aspects regarding WBI’s long-term growth prospects and its capital-light strategy in the energy infrastructure sector:

1. How do you assess the sustainability of WBI’s margins and cash flow profile, especially considering the long-term, CPI-linked contracts and the increasing scarcity of pore space for water disposal in the Permian Basin?

2. What is WBI’s competitive position as the industry shifts from in-house management of water infrastructure by exploration and production (E&P) companies to outsourcing?

3. What are the key risks and potential inflection points related to state regulatory changes, environmental liabilities, or technological advancements in produced water reuse or disposal (such as desalination for beneficial reuse)?

4. How does WBI compare to other listed midstream alternatives in terms of attractiveness, especially from the perspective of Canadian investors seeking exposure to this mid-cap, high-margin segment in the US? What are the risk/reward considerations?

Thank you for your insights!

Best,
Matt

Q: KMI pays a less than spectacular dividend which increased this year by a very modest amount. The share price has been flat for almost a year. Their recent acquisition may be accretive but this has not yet been reflected in the price. What, if anything, do you see as a catalyst for price growth?
Do you have better alternatives in this space?
Thanks for your great service.
Ian

Q: If you owned MEG, what would you do? Accept offer from Strathcona or one of the offers from Cenovus? Please provide your rationale.

Q: hi, can I get your latest thoughts on Parex please? do you think this is a buy, sell or hold?

Q: Good morning all at 5i: I need to invest more in utilities and my attention drawn to an article that says POR has been left behind in rally and has lots to offer in electricity demand. Your thought please or would IDU etf be a better trade. Many thanks as always. Barbara

Q: Thoughts on GEV ?
Is there a correlation with AI which will be more and more energy-intensive?Thank You

Q: ORC.B is stated to be trading ex-dividend today but has a TSXV ‘due bills’ clause attached to its $1.00 special dividend. Would you please clarify when exactly the stock trades ex- dividend for its regular 10cent dividend and for its $1.00 special dividend?
Many thanks for your great service.
Geoff

Q: So if the USA is going to need 5 times the electricty that it is now generating in the near future, what stocks in order would you invest in now. Thanks Again

Q: Hi, I would appreciate if you can provide your recommendations for Natural Gas and why in Canada for 2-5 year time frame.

Q: Can you tell about these companies and whether one is better than the other? Will they participate in the increasing demand for energy in North America?

Q: I don't really like either takeover option and would rather Meg continue to operate standalone. Is this a realistic option and how can I best express this?

Q: . It will be paying a $1.00 per share special dividend in October. This is in addition to the regular quarterly dividend of $0.10 per share which will continue to be paid. After paying the special dividend, I estimate that Orca will still have about $6.00 CAD per share in cash. Can you confirm if the understanding of cash they hold is correct and also update any thoughts on the stock.

Thank you

Q: Hi 5i,
May I please have your current opinion on Electrovaya as a 3 to 5 year hold?

I see that the stock price has gone up recently.

If you could provide some insight on the company and their future prospects it would be appreciated.

Also, do you feel that there is much in the way of risk related to U.S. tariffs and the upcoming renegotiation of CUSMA.
Thanks!

Q: I see "Brookfield" is spinning out Rockpoint Gas Storage Inc. RGSI will own 40% of the storage facilities and "Brookfield" owning the remaining 60%.
Where is the offering coming from? from BAM or from BN?
I read this: "Rockpoint Gas Storage is owned by Brookfield Infrastructure Fund II and Brookfield Americas Infrastructure Fund, both of which are managed by New York City based Brookfield Asset Management". So I suppose shareholders of just BAM might get shares as a dividend? Too bad "Brookfield" has such convoluted ownership.
Or do we just subscribe to the IPO or buy shares in the open market.
Is there any hint of share price or of dividends?
What is your opinion of RGSI? Any information you have will be appreciated. Thanks.

Q: Hi 5i, Want to raise some cash in TFSA.
I have shares in KEL : I'm up 33% from purchase, KEL is down approx 6% this year, KEL does not pay a Div.
I have shares in PHX : Up 11% from purchase, PHX is down approx 19% this year, PHX pays a 10.6% Div.
Share values are < $5k each.
Given the outlook for Energy sector for the next year, would you recommend selling 1, or other, or both.
Thanks for your usual great support.
Terence

Q: Can you please address the question of power demand required to run the data centres of the future.The power infrastructure build out could lag demand thus driving up electrical rates, Would there also be a drag on earnings for companies that don’t get the power required?

Q: I'm interested in exposure to natural gas - exposure to LNG, data center power, etc. I came across the FCG ETF some time ago, but never really paid much attention to it until now. I've noticed that it is trading lower today than during the GFC period. Regarding this ETF, how does today compare to then? Are there future contracts within this ETF ?........Different components within the ETF itself compared to 17 years ago?.....a worse price for the commodity ?

Do you like this ETF for Natural Gas exposure? UNG doesn't really appeal to me because of its make-up.

Q: Could you tell me aside from the fact that the Canadian market is/has been dominated by resource companies, why the volume of CNQ and SU for example is characteristically the highest on the TSX? While I have a fair bit of CNQ, I wonder what the high steady volume should be saying to investors now? Is it about good dividends, future price increases of crude, anticipation of the federal government major projects ...? Would you be loading up today on oil companies?
Many thanks.