Investment Q&A

Q: Please comment on 2nd results.

Thank you

Q: Peter; LGN has traded over 2M shares today- was it block trades - any idea, besides their earnings report, on why this size of trading? Thanks.
Rod

Q: Hi 5i,
Although not a full position for me, I've held TOU in what was my RSP and is now my RIF since energy plunged post COVID - my cost base is a touch over $18.00. Between capital appreciation and dividends, I've done well since 2020 and like the name. But I don't want to let sentimental attachment cloud my judgment.
Aside from dividends, TOU has delivered literally nothing since the spring of 2023 when it was, as it is now, trading around $58.00 per share - although those dividends are not to be minimized, now being in the range of 11% or so per annum based on my cost price, not including the special dividends that TOU does pay periodically.
Given these particulars coupled with your view of the next 5 to 10 years of possibly increasing LNG sales which I know some are optimistic about – but which I don’t know to be a certainty - is there reason to hold TOU or would the money be better placed in ENB or another energy related name that pays healthy dividends but also features the possibility of share price appreciation that isn’t based on the hope of LNG sales to Asia?
Thanks for your thoughts,
Peter

Q: I currently have app a 10% exposure to oil & gas. I am currrently considering selling part of my ENB holdings and using the funds to increase my CNQ exposure to app 3%. Would appreciate hearing your thoughts on such a move

Q: Hi there, your thoughts on PEY and LGN after their results?

Thanks!

Q: Kindly comment on the PEY Q2 results released yesterday and how come its SP reacted so negatively after this release. Thanks.

Q: First Trust Natural Gas ETF (FCG) - not in your system. This US based ETF has a mandate to invest in MLP units among other things like stocks. Does this make it problematic for Canadians to hold as it pays a 2.8% dividend? How does it compare with UNG - also not in your system?

Q: Hi 5i
It was Just announced that possibly cenovus and an indigenous group might team up for meg....What would the expected offer be to make this happen...and where does meg share price go from current level if deal were to happen....what happens to SCR
..
thx

Q: What are your thoughts on Vermillion today? The stock was $56 8 years ago, now struggles to maintain $10. Is it just horrible management? Should one hold and hope. They sell much of their products at elevated prices, but still can't seem to gain any traction.

Q: Some analysis of Algonquin’s most recent earnings please.

Q: Which company-Enb or Trp would benefit most from Data A-I centres?

Q: Good morning,

Thoughts on CNQ’s earnings today?

Thanks for the great service.

Q: CanI please have your thoughts on BWXT. Is it too late to get in? As well is there an ETF that trades on the TSX that follows Uranium stocks? Thank You.

Q: Hi guys,

Please provide feedback on CEG's latest quarter.

Thanks

Jim

Q: Realizing it is a theoretical exercise, should we enter a further pull back in the energy sector which companies are more in play and susceptible to take over bids?

Q: Did not expect this to drop as far as it has. Any concerns on adding here for dividend income and some growth? Is the dividend looking ok?

Q: Your thoughts on Pembina's latest results ... I already own for the income ... would you add more ?

Q: Is CNQ stock price down due to OPEC increases or other ?

Q: Tidewater popped 30% on news. Can you explain why and what's the outlook for the company along with an in depth analysis of it's financial ratios and insider buying? Thanks

Q: Can you give me your opinion of SHLE after the quarterly report that came out yesterday, as well as the outlook going forward. I thought it was basically a positive report, and they have been buying back shares, but the stock dropped heavily today. Any reason???