Investment Q&A

Q: Any thoughts on this company?
As always, thanks for your fantastic guidance.

Q: I hold this company and I have heard through the whole process with the MEG acquisition that its assets are not the best quality, and that it doesn't have the liquidity compared to CVS. If this is accurate and you can confirm so, I will not hold it for the long term. The share price has moved up a little since CVS has been solidified as the buyer. SCR is going to (subject to board approval) go ahead with the $10 special dividend. Do you think approval of the dividend is a formality, and once approved the share price will move up further? At what price would you consider the $10 dividend baked into the stock prompting a sell? I assume the stock will drop close to $10 on the X date so perhaps it may make sense to sell prior to qualifying for the dividend? Do you share the sentiments presented in this narrative? Thank you. John

Q: Greetings 5i,

Thoughts on MPLX? 8%div, good last quarter, and shares a project with ENB I believe.

Cheers!

Q: Wow - did I ever screw up! I bought PKI shares on October 30 not realizing there was a deal already in the works with Sunoco. It appears to me that I lost half my investment in a week. Can I use this as a tax loss?

Q: Why is Peyto on fire today? Earnings was a few days ago. Do you think it has much upside? I'm asking because I'm sitting on a nice gain, and wondering if I should take partial profits. Thanks.

Q: Down 30% hold or sell
Thank you for your guidance

Q: Which of these Nat gas cos would you prefer and why?

Q: Dear 5i team.

Please provide your assessment of Tou's Nov.5th earnings and outlook.

Don't see any Q's on it in the archives.

Q: Your current opinion of this company and its growth compared to our canadian oil companies and the possibility of future pipe lines.

Q: Is 5I as bullish on Whitecap Resources as Eric Nutall is?
He was highly recommending it on BNN Market call today.
Is it a buy?

Q: Can I ask you to suggest a few mid-cap companies that could prove to be good long term investments in the solar energy sphere? My only provisos would be a solid balance sheet and hopefully a valuation that is reasonable based on current fundamentals. Appreciate your thoughts, thanks.

Q: What do you think of their latest quarter.

Q: Which would you prefer and why?
Any other idea for similar small caps at this moment ?
Good for TFSA?
Thanks.

Q: Matt is getting slaughtered!! At what point (price) do you feel it becomes interesting for a small position?

Q: Can you update your comment on Mattr Corp and the recent earnings, it had a big drop today, why? Have your comments from the last post in September changed? I'm wondering if I should average down at some point on my position in my RRSP or should I sell and move on. Is it worth holding for longer term?

Q: Good day team, if you were to invest in the solar industry, what would be your preferred choice? FLSR or ENPH maybe? That said, what are your views on the industry.

Q: Peter; What do you make of the 10million shares traded Friday? Thanks.
Rod

Q: After the earnings miss and the big reduction in share price, is this a buy now? Is the dividend safe?

Q: Does the Prime Ministers recent announcement on liquified gas impact Tourmaline Oil??

Q: Thoughts on this after the U.S. offering which led to selling. Do you still see upside over the next few years if this was bought around 44 dollars? Has anything changed in your thesis about this company? Thanks!