Investment Q&A

Q: Would you consider these two energy/pipeline stocks as a reasonable holding in one portfolio for several years? With the trends to devalue energy stocks due to climate changes and relevant government policies some investors or investment firms would start exiting such stocks. I myself , despite the all negative sentiment for energy stocks cannot see that combustion powered engines will disappear from roadways of North America ,Europe, Asia or Africa any time soon. Will they all be replaced by " inexpensive" electric engine driven vehicles? I can hardly see it. Perhaps in 50 years? What is your opinion on this matter?

Q: Good morning,
Would you please provide your top 3 choices for an investment in natural gas.

Many thanks,
Paula

Q: Hi, With the increasing natural gas prices would companies like SPB benefit from this? Does this present a good opportunity to get into the Energy sector? Thanks.

Regards,

Shyam

Q: Does Arx have a 50% hedge for rest of 2021 ? If true is it hurting stock price

Q: Portfolio Analytics calls for 6% in the Utilities sector, at present made up of 33% Aqn, 33%, Bep.un, 20%Npi, 14% Rnw. Is this diversified enough, a good selection or do you have other suggestions ?
Thank you for your great investing service. Ian

Q: Some analysts are wary of Enbridge's payout ratio vis a vis its dividend. Can you advise what the true payout ratio is, and in your view is there any concern it can't be met? Thanks, Bill.

Q: who would be your favorite small and mid cap oil and gas plays at this time?
Thanks
Dick

Q: I need to sell 2 of the above companies tied to the energy sector as a tax loss for 2021.
I am assuming WTI will rise to $85.00. Which 2 would be your choice. Would you endorse Tax loss/Rebuy strategy after 30 days for any of these securities.
Best Regards,
Harold

Q: Just wondering what you think of this company and the chance that they might re-institute the dividend?

Q: There’s a great deal of commentary lately on the economic impact of energy supply disruptions (China moving energy supply from manufacturing to housing being one example). The continued pressure from the environmental lobby along with probable COP26 commitments might further interfere with the usual flow of commerce. Given the Canadian government’s disdain for the golden goose that is gas and oil, I find I don’t have confidence Western governments will make wise economic decisions. The current situations of the UK and EU are further evidence of very poor energy and economic planning. I realize there’s always something to worry about so is this more noise or do you think the investing horizon may be changing in a material way as governments cede the economic landscape to environmental policy. As the holder of primarily growth stocks with a long view I’m wondering if it’s time to reevaluate my portfolio given the winds of change. Your thoughts please.

Q: BEPC is currently down 37% from its 52 week high. For a 3 year hold do you see this as a buy for good capital gain or more of a value trap? Thank you.

Q: your opinion about MCR please.
Why is this company lagging the oil sector?you would think it would move with oil price going up.
Is there a chance it would be a take-over candidate?
are there other companies that you prefer ,like Questor or XBC?

Q: Best energy ETF for a 12-18 month hold?

Q: Dear 5i,
Could you please give me your opinion with Greenlane.
Thanks
Rick

Q: Currently my only energy exposure is by way of pipelines; ENB and PPL. Given the prospects for good energy demand and increasing dividends in the sector I would like your recommendation for a company with good dividends and relative strength to withstand the ups and downs in the sector.
This would be a long term position in my dividend focused non-registered portfolio.
I have targeted the above 3 companies as prospects but would be open to others you may recommend. Any preference for Oil vs Gas focus?

Q: What is your opinion of Cardinal Energy Are its debt levels manageable? Are sales good? What about transport? Thank you

Q: With oil at $80 some are calling for a significant decline . Oil producers will fill the gap and we are entering a seasonally low period for energy. Would you suggest now is the time to sell stocks like CNQ and Chevron?

Q: What are your thoughts on Source Energy? Up over 50% in the last two days.

Q: What is 5i's opinion on the current energy crisis? With the current environment in mind, may I please have your opinion on a play on those two different companies PXD and PSX? Thank you!

Q: Hi Team,
Could you suggest Canadian ETFs of the following sectors for Senior incomes :
1 /Reit 2/ Utility 3/Prefer 4/Bank/Financial 5/Energy.
Please deduct as many question credit as needed.
Thanks as always,
Tak