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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: My TFSA is pretty much the way I want it. But now I'm organizing my non-registered account. First, Is there too much overlap between BAMR and SLF. (if so which one would you prefer). Second, Is there too much overlap between FTS and H (if so which one would you prefer. Could you put all of these in rank order, best fundamentals first. Finally, should I just take equal sized positions in all, even position sizes end up being quite small, like somewhere between 1.5% and 2%. If you think those size positions are too small I will eliminate the last 2 or 3 from your rank ordering. I mainly want the dividends in a set and forget style setup, and I will add to positions as funds come available. Thank you again for excellent insight and advice. I learn an enormous amount from the Q/As daily.
Read Answer Asked by Gordon on August 09, 2021
Q: Hello Peter and 5i team,

Could you please give your opinion on Antero Resources?
Natural gas prices have been stronger than expected yet Antero missed earning estimates by a wide margin. Is it because of hedging or other factors? It is one of the largest producers and could benefit from the natural gas price in the near term.
Where do you see the stock going forward?
Thanks.
Read Answer Asked by Rajiv on August 09, 2021
Q: Hello, my 2 smallest TFSA holdings are ADW.A & WCP. Sold a loser stock and considering adding to one of the above companies. I usually hold for longer term. Which one would you recommend.
Thanks Roy
Read Answer Asked by Roy on August 09, 2021
Q: hi folks, your thoughts on Anaergia acquisition of Rhode Island Bio Energy facility...sounds good for future of Anrg but n/r lacked details of purchase price, etc....& how much it will help the bottom line of Anrg....have small spec position & would U add or wait until first Q results come out?? ...& would you view Anrg similar to Xebec xbc?.... Thanks as always, jb Piedmont
Read Answer Asked by John on August 06, 2021
Q: Hi team,

Where do you speculate the price of oil is going from here, given all the problems with the reopening and of course the tensions in the Middle East.

I think people would rather go back to work by still wearing masks and getting vaccinated and the tensions in the Middle East is more likely to escalate due to proxy wars between Iran and Israel, as well as the likelihood of the Nuclear Deal failing or dragging inconclusively.

If the price is on the rise because of the above, then which of 2 Canadian oil companies you think make the best candidates for a quick trade and why.

I am holding VET for long-term return, and I was thinking of CNQ or CVE for this purpose.

Thanks for your insight! Always! :)
Read Answer Asked by Saeed on August 06, 2021
Q: hello 5i:
We have about a 2% position in ENB. While looking to add to our present position, I did a quick comparison with TRP and PPL. Using P/S, PE, P/CF, P/B, P/FE and Earnings Yield, it appears that PPL is the cheapest when current valuation is compared to 5 year averages. I know that you've recommended ENB as your favourite in this space and am wondering why, assuming my numbers are correct (derived from Morningstar). Can you enlighten me, as I know the future is more important than past metrics? Also, Morningstar has a -2.09 Earnings Yield for PPL. Is this correct and how is that possible?
I am willing to sell ENB and invest in only one of these companies (have held ENB for approximately 12 years, so obviously favour buy and hold).
thanks
Paul L
Read Answer Asked by Paul on August 05, 2021
Q: Good Morning: I own some shares of ppl.pr.e and am thinking that I would like to sell them and buy ppl. At the moment the yield on ppl is actually higher than that for the preferred. Granted that the preferred offers, theoretically, more security, while the common shares offer more opportunity for share price growth, do you have an opinion on a course of action here. What is your opinion on ppl at the moment. As always, thanks.
Read Answer Asked by Donald on August 05, 2021
Q: Hi 5i
Gibson Energy (GEI) has been quoted as being open to a sale and Keyera (KEY) has been mentioned as the next midstream target for a consolidation in the industry. Now that Pembina Pipelines (PPL) has walked away from the IPL takeover, do you see PPL looking at Keyera and/or Gibson Energy (GEI) as potential takeover targets? Thanks
Read Answer Asked by Gordon on August 04, 2021
Q: Good Day Thinking of going back into the energy sector. These are my favourite small caps.. May I please have your thoughts or your picks .Thanks
Read Answer Asked by Gordon on August 04, 2021
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