Q: This company seems fiscally disciplined and has projected profitable growth in front of it. As the economy pivots and grows TELL should benefit. What is your perspective on the company and the short attack. Thx as always
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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: I own Suncor ,and am under water about 20%. I’m thinking of swapping it out for CNQ ? Which company has more upside potential for a 2 to 4 year horizon?
Thanks,
Philip
Thanks,
Philip
- NextEra Energy Inc. (NEE)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Boralex Inc. Class A Shares (BLX)
- SolarEdge Technologies Inc. (SEDG)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Earth Day
Hi Team
I would like to make sure that part of my portfolio is invested in the planets future. Can you please give me a list or link to stocks that would play into this theme. Charge as many credits as needed.
Much thanks and Happy Earth Day
Hi Team
I would like to make sure that part of my portfolio is invested in the planets future. Can you please give me a list or link to stocks that would play into this theme. Charge as many credits as needed.
Much thanks and Happy Earth Day
Q: Good morning,
I would be interested in looking at companies in the Canadian oil patch,i.e. small caps and mid-caps with a solid risk reward ratio and that would offer strong leverage to the price of oil.Warrants offer much leverage but don't seem to used much anymore by companies, why would that be? Many thanks ,
Jean
I would be interested in looking at companies in the Canadian oil patch,i.e. small caps and mid-caps with a solid risk reward ratio and that would offer strong leverage to the price of oil.Warrants offer much leverage but don't seem to used much anymore by companies, why would that be? Many thanks ,
Jean
Q: Hi team, Thoughts on the SPB acquisition of Freeman Gas. Also, do you see SPB raising dividend anytime soon?
Thanks
Rob
Thanks
Rob
- ARC Resources Ltd. (ARX)
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Advantage Energy Ltd. (AAV)
- Birchcliff Energy Ltd. (BIR)
Q: Canadian Natural Gas producers seem wildly undervalued (to me anyway...) Checking my thesis here: Natural Gas netbacks are showing 40% increases over last year, and 2020 was almost 80% higher than 2019. Carbon sequestration makes maximum sense as an alternative revenue stream, and it appears at least one company (AAV) is doing just that. Valuation multiples remain very low (which is fine if one is going to invest) but it remains puzzling to me. Am I missing something? Or are all hydrocarbon stocks being re-rated (lower) due to ESG concerns? Are O&G stocks the new "Tobacco" stocks (this reference may dates me somewhat...) Any high level thoughts here to help me in decision making?
Q: With a PE ratio currently less than 12 would you view AQN as on sale and this a good time to add a few shares? Its my biggest holding but with the recent pullback from its Feb. highs it is tempting to add a few....
Q: I am considering either ENB or TRP as an income investment. Could you provide the dividend payout for each, and the percentage of gas vs oil in their pipelines. There is a lot of news about the potential closing of Enbridge line 5 in Michigan, and the affect on Canadians. But, what is the affect on the company? What percentage of their business depends on line 5 , and what are their alternatives if it is closed? Is TRP facing any similar challenges (aside from Keystone XL)? Which company do you prefer looking strictly at dividend sustainability and potential dividend growth?
Thank-you
Thank-you
Q: Your view on this company as an addition to a high dividend portfolio would be appreciated. FCF in the next year or two looks to be substantial.
Thanks
Thanks
Q: Why have Fortis and Emera run up so much since March? Both were around $50/share at the beginning of March and they both have increased by about $7/share since.
Thanks
Thanks
Q: Appreciate any comment you can provide on this junior energy company, Pieridae Energy Limited. Of interest are management ability, financial stability, historical and future performance and any other metrics that stand out.
Thank you in advance for this, and for significant investment help over the past 5 years.
Cyril
Thank you in advance for this, and for significant investment help over the past 5 years.
Cyril
Q: Good Day; I'm considering a switch between my current holding of AQN (I've had for a few years and have an unrealized capital gain) and moving into NPI with the recent acquisition news. The capital gain tax consideration aside, how would you compare the growth and dividend profile between these two companies for the medium to long term future based on the recent NPI acquisition.
thanks,
thanks,
Q: It has been announced that NextEra Energy Partners is acquiring a portfolio of four operating wind assets from Brookfield Renewable.
How do you think BEP shareholders should react to this sale? The price of BEPC has dropped. Do you think the drop is reasonable?
How do you think BEP shareholders should react to this sale? The price of BEPC has dropped. Do you think the drop is reasonable?
Q: Having been horribly burned by investments in oil and gas companies , I have been much too shy to even glance at any (scared is a more honest word, but shy is more polite— and sounds better). Since energy is a sector that is too stubborn to exit markets, please suggest an ETF that would cover the pesky allocation thing. I would prefer , if possible , companies that are primarily refining and distribution , not so much exploration. Also prefer US or Euro listed ETFs.
If you think one decent energy company would likely be better than the diluted results ETFs give, please suggest two names that would be one can buy and just forget— company listed in Canada or anywhere I developed Europe.
If you think one decent energy company would likely be better than the diluted results ETFs give, please suggest two names that would be one can buy and just forget— company listed in Canada or anywhere I developed Europe.
Q: what's up with todays almost 7% decline??
Q: I have small positions in each; both underwater for a long time. Any point in hanging on?
Q: Favorite renewable energy producer? With the sell off in battery, lithium, charging station companies, etc, do you see legitimate growth opportunities in this space currently? Please deduct credits as appropriate.
Thanks
Thanks
Q: The stock price can't move out of the 21 to 22 dollar range. That's with the share buy back. Do you think this will change on the next earnings report or is that baked in. Hold or move on.
Q: Hi can you give me the % of gas that Parex Resources produces.
Thx
Kim
Thx
Kim
Q: The company have a nice dividend, can you tell me what is the payout ratio and if it is sustainable, thank you