Investment Q&A

Q: All these stocks have done well do you see much more upside and will they stay up with the price of oil.

Q: What are the odds, Birchcliff Energy will recall BIR.PR.A on 2022-09-30
Cec

Q: What effect do you see from Guilbeault’s warning to Suncor about their base mine expansion?

Are you still as positive about SU going forward?

Would you see shifting from SU to another company to be wise or profitable at this time, and if so to whom?

Q: There was a massive amount of shares traded yesterday. Can you shed some light on this?

Q: Its a given we are collectively heading (long term) toward a carbon neutral future. We have also seen how fragile current energy supply is with the shortages caused by current European conflicts.
So...the question is on nuclear. How viable is it as a source of clean stable energy going forward, and how does one get exposure to companies in this space CDN or US. I am slowly reducing my fossil fuel exposure and now hold the captioned stocks. BEP fits the mandate I'm sure; how about BP?

Q: Has Enbridge ever cut their dividend? Does Enbridge have a history of systematic dividend increases?

Q: Can you explain to me the $970 million loss from hedging.Did they actually loose money or just opportunity cost

Q: If I can only own one of those three for 1 to 3 years, which one would give me the best combined return (yield + growth)? Thanks.

Q: Peter; Carbon capture news is all over the news- I know WCP has a large project in Saskatchewan. Do these projects make money and if so is it enough to move the bottom line? Thanks. Rod

Q: For oil and gas exposure what is your opinion on this ETF? If you have other suggestions and which account would best be in cash,tfsa,rrsp. Alos wanted to thank Peter for the small cap TD webinar last week.

Thanks

Q: Peter and His Wonder Team
Today CET sold new shares and raised about 23M. Please comment on the merits of this move and does it create a better future prognosis. In other words could this give the company more stability in the rising oil sector. Thank you...your insights are always helpful!

Q: Are the pipelines getting a valuation upgrade with the war and the US looking for more CDN oil and gas?

Thx

Q: There have been no questions on STEP Energy since it's fall from about $13 down to below $1. It's now at about $3. Do you see more recovery here? Is the company healthy? Thank-you.

Q: Your thoughts on this PD please

Q: Do you currently prefer oil companies vs gas companies for growth ? Please give me your choices in your favorite sector.
Many thanks for your advice.
Ian

Q: if the electrical grids have to be beefed up to accommodate charging many more EVs , what infrastructure electrical companies { power lines & transformers }and parts suppliers{ charging stations } that are publicly traded ,could be considered a wise investment with lots of future upside ?

Q: Hello 5i,

My overall portfolio weighting in energy has grown to 20.49% and I am looking to trim and/or get out of a position in the next few weeks/months.

I currently hold SU 9.62%, TOU 4.74%, PXT 1.11%, KEY 1.07%, ENB 3.95%.

Leaning towards selling my entire position on PXT and some of SU but would appreciate your opinion. I still have a high conviction in the energy sector but I am uncomfortable with my overall weighting in it. Would greatly appreciate your thoughts and how you would rank each stock to each other.

I am also underweight in industrial/healthcare/utilities and looking to purchase a stock in those sectors with whatever i sell in energy. Would appreciate a recommendation in each of those sectors.

Please deduct credits for above as you see fit and thank you again for all that you do.

Q: Bep.un and bepc have both have a nice run over the past few months. Would you be comfortable adding new money to either of these stocks?

Q: Hello 5i Could you comment on Crew as to there debt level and overall status. There was a takeover of Leucrota and I was wondering if with the recent upward movement in the stock price that there may be a takeover of Crew.. Your opinion on the possibility of a takeover would be appreciated.

Q: Is there an ETF for the USA LNG industry?
Thank you