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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: Hello 5i Team,
Pembina Pipeline issued a press release yesterday in which they announced a new tolling agreement/revenue sharing agreement with shippers which would result in revenue reduction of roughly $90 million dollars per year to the company over the next decade. Today, the stock price barely reacted, which I find puzzling. Am I missing something here, or is $90 million per year not that impactful to the company's prospects??
Your thoughts would be appreciated as always.
Brian
Read Answer Asked by Brian on July 28, 2025
Q: Whitecap has crept up to 5.5% position in my portfolio and is now my 3rd biggest position. This is in part due to the combing with Veren.

I believe they have a good management team and balance sheet is fairly decent.

The dividend is quite nice as well.

If I think there is room to move is it too risky letting this run to 7% or is it time to rebalance and take a bit off the table.

If you can't give personal advice;)

Hypothetically if you had a 5.5% position in WCP would you let it run and monitor or trim it up a bit;)

Thanks, Colin.


Read Answer Asked by Colin on July 25, 2025
Q: Good morning,

I am thinking of taking a capital loss on TOU, and with the proceeds buy WCP for 30+days. Plan is to take 2 months of the monthly dividend of WCP, and then buy TOU back in early September ahead of the $0.50 ex-dividend date. I know I will miss the TOU $0.35 dividend next month with this strategy, but from purely a dividend payout strategy, it is accretive.

Anything I am missing with this strategy?

Thx as always.
Read Answer Asked by Trevor on July 24, 2025
Q: Hi 5i
How was the Strathcona conference call?
Strathcona announced they would be paying out a special $10 dividend if the meg deal does not go through.
How would 5i play this?
Currently a holder of meg...Wondering if this is an opportunity to hedge a little?
Where do you think meg ends up if the deal fails?
Also would you continue to hold meg...the clock keeps ticking on this one.
thx
Read Answer Asked by jim on July 24, 2025
Q: I'm looking into the future of a Carney Government that might enable the CO2 -EOR(Enhanced Oil Recovery) and how that might help Whitecap(WCP) and Pembina (PPL).

I know in order for it to happen he has to lift the exclusion of EOR from (Bill-59) and streamline it for specific projects via national interest projects, amend assessment and emission laws to reduce regulatory friction(a key request from oil companies) and revise carbon pricing by incentivizing EOR as a CO2 storage pathway possibly with credit stacking.

If the government is able to do this, how lucrative will this be for stocks especially Whitecap (WCP) which operates the Weyburn-Midale CO2 EOR project, the world's largest and longest running CO2 flood in Saskatchewan and Pembina(PPL) who is collaborating to build the Alberta Carbon Grid to transport captured CO2 to oilfields for EOR and sequestration.

Based on this would they be a long term buy today because Carney is now PM?

Thanks
Read Answer Asked by James on July 22, 2025
Q: In what order would you buy PPL, SOBO and TRP? Are all three buyable at todays prices? Which has the best upside? Which is the most likely to increase their dividend?
Read Answer Asked by David on July 22, 2025
Q: Looking for best in breed in the energy midstream and distribution space, US geographically. For dividend stability and growth, which is a better long term play in a diversified US Rif. Duk is termed a utility and my take is that this may affect growth vs Williams. Your take?
Read Answer Asked by Harry on July 18, 2025
Q: While very disappointed in what we will finally get for our PKI shares, I am thinking that the best option might be to take all SUN shares for my PKI shares and hope that the SUN shares go higher, perhaps closer to $44 over the next 6 months. I don't see anyone getting all cash for their PKI shares. What would you do with your shares? Also, I voted against the takeover and I am wonder when and how I will get the opportunity to indicate my choice of compensation? Thanks for your great service.
Read Answer Asked by Earl on July 17, 2025
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