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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, I notice that comments are made as to the takeover of Interpipe IPL relating to both BIP and BIPC as the take over company's. What is the relationship of BIP and BIPC as to who really will own IPL now. Also which company BIP or BIPC would look better to invest in. I was a IPL share owner and submitted my shares for the cash option.
Read Answer Asked by Michael on September 07, 2021
Q: Bought CU over CPX because of long history and large capital program to move CPX off coal.
Surprised Alberta power rates are good given their economy is languishing. Which do you see as the better option going forward for steady income and likely dividend increases above inflation rate (unlike CU of late)? Thanks.
Read Answer Asked by David on September 03, 2021
Q: We have 4 positions in SU; content to wait for the cumulative effect of cash flow and buybacks. There has been other advise given to us, to switch over to CNQ.
We have little knowledge of CNQ and such a move would require research. I don't want to do this homework, if it's a marginal idea to begin with.
Your help would be appreciated.
Read Answer Asked by Cacey on August 31, 2021
Q: Greetings 5i,

I like VET. I think there is value here for the patient.

Can you please explain Vermilion's current HEDGE obligations. With oil prices recently higher than the current did they manage to get locked in to reasonable prices?

Secondly, on the company website it mentions a Sustanability transition and a geothermal project coming to fruition this fall. Will VET no longer be a O&G producer in the future? What are your thoughts on this.

Cheers!
Read Answer Asked by Duane on August 25, 2021
Q: I really like their renewable, clean natural gas technology and I’m wondering if they are worth a 5 year investment?

Reading your past comments it looks like strong insider support but there remains a lot of risk.

I am okay with educated risk. Would you be an investor today or could you recommend a better option ?

Thanks for the great site
Read Answer Asked by Jeffery on August 25, 2021
Q: Hello 5i I own 2000 shares of IPL and am confused with the 4 options that the shares must be submitted to in the BIPC 20.00 per share takeover. My cost is 24.00 per share. I think BIPC has room to appreciate in share price and there yield is around 3.5% what do you think about BIPC as an investment. So I have to maybe report a tax loss depending on the option I pick. Could you comment on each 4 options the pro's and cons. Also what is the clarification of "Eligible Electing Shareholders Only" which is stated in option's 3 and 4.
Read Answer Asked by Michael on August 25, 2021
Q: Hi team. Sorry to say I am -74% on SGY, and -38% on CJ. Both in a non-registered acct. With the recent reverse stock split on SGY the stock would need to go to ~$12 to get me back to even? Needless to say I don't think that is going to happen any time soon and I am ready to capitulate.
On CJ, the stock has been moving in the right direction but would need to hit $5.32 for me just to break even. Both stocks together = ~2 .5% of total portfolio. If I were to sell both and move on would you have 2-3 recommendations to re-coup with both dividends and growth. I presently have ENB at 2.5% and WCP at .34% of portfolio. I must state that I bought both SGY and CJ before I joined 5i, wish I hadn't. Regardless, appreciate and need your help to move on. Cheers. Bill
Read Answer Asked by William on August 25, 2021
Q: Hi all
Already own AQN. Looking to add another renewable play. Can you rank the above in terms of dividend safety and growth. Any others I have missed that you might include?
Thanks for your service!
Read Answer Asked by Charles on August 25, 2021
Q: I'm aware of the decision to dispose of their oil & gas holdings and coupled with the market sentiment, resulting in a substantial price drop. With that drop the dividend yield has increased substantially. My questions are regarding the dividend.

1) Did they also announce anything regarding the dividend (i.e., are they cutting it)?

2) If no announcements, is it sustainable at current levels?

3) If there were no announcements and it's sustainable, does that not signal to the market the high probability of price appreciation back to a more normal dividend yield resulting in an opportune time for a short-term trade or a long-term investment?

Thank you.

Read Answer Asked by Harvey on August 24, 2021
Q: Why does Vermilion Energy keep going down? They had reported great Q2 results. I have them at $2.79 actual versus estimate .05 . I know Oil keeps going down. Do they have too much Debt? Going forward for the rest of this year, what are their estimates? In addition, could I please have their total financial results? Thank you
Read Answer Asked by Herbert on August 24, 2021
Q: What is the strategic value of BIPC acquiring IPL? Most pipelines have under performed (stock price performance) the past 5 years. Oil is not a growth industry. Why not buy a renewable energy name like NPI instead? Also, how significant is the deal relative to its entire portfolio? Is there anyway to get a % revenue/earnings breakdown of the industries BIPC is involved with?
Read Answer Asked by Albert on August 23, 2021
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