Investment Q&A

Q: Phillips 66 has returned to my purchase price. Do you see a good future for this refiner or would you take this opportunity to change, please? Short term and long.

Q: I am growing concerned about Line 5 as the Michigan governor is trying to close it down. I realize there are several strategies in play to keep it open, but given how big line 5 is to enbridge, to michigan, to ontario and quebec, I can't help but wonder what will happen to the stock and future growth if it is closed down Your opinion please?

Q: Well today I bought 5,000 SGY on a whim. Your thoughts on its' short term prospects please.

Thanks,

Q: I am currently down 21% in BEP.un. as is my partner both of which are in our TFSA accounts. At the age of 72 and early 80's should we be selling of would you expect a fairly quick rebound?

Q: If we do not want to accept the current Brookfield offer of $16.50 for IPL what happens now that we have received the offer from Brookfield. Will IPL be sending us a voting right to accept or decline this Brookfield offer soon?

Q: Any idea why Tourmaline’s price has been dropping in the past couple of days amid healthy increases in WTI that’s benefitting TOU’s peers?

Q: Hi, do you have any comment on this stock which has gone up quite a bit since your last recommendation? Is it a buy at todays price and does it have more upside potential?

Q: Can u comment on proposed acquisition. Thx

Q: I recently yielded to Bitcoin craze and bought GBTC ETF as a hedge. However, I noticed that, on bad days, GBTC is dropping faster than bitcoin and, at the moment, it trades at significant discount to NAV. I can explain this by the lack of redemption program. However, my main concern here whether the amount of BTC per share is fixed (according to Greyscale website it is 0.00094690) or can be freely manipulated by the fund? What concerns me is the footnote that this is the rate as of March 3. I checked the prospectus and don't see anything there about BTC/share ratio. Basically, if the fund can reduce BTC/share at will, the investment value here is quite questionable. Do you have any information/thoughts on this?

Q: Hi 5i team,

My question is on the future of natural gas as a heating source in Ontario, for example. I will not try to make this overly political and just provide facts based on carbon tax rates from Enbridge's site: https://www.enbridgegas.com/Natural-Gas-and-the-Environment/Enbridge-A-Green-Future/Federal-Carbon-Pricing-Program

As of April 1st Ontarians will pay 7.83 cents / cubic metre in Carbon ta . With current Gas Supply Charge (GSC) at 10.356 / cubic metre this works out to a ct of 75.6% before hst. I a short 9 years this will increase to roughly 320% ((170 ÷ 40 * 7.83) ÷ 10.356) of the GSC.

So my question is: If people move off natural gas to heat their homes, what impact will this have on the pipelines. Do you see any other investment themes to replace natural gas? Basically get off the grid solutions, although they are really expensive today,

Thx

Q: Will you please give us your thoughts on their 1/4ly release and your thoughts on them going forward.
Thanks

Q: Seems like the renewables and utilities are seeing a downward spiral..Is this due to rising bond yields and will they become attractive at a certain point.

Q: Your thoughts on the latest quarter and tear end results ... long suffering holder !!

Q: Do you have suggestions of companies (hardware or software, small or large cap) that would stand to benefit from increased investments to upgrade the US electrical grid (regional or local) in view of the Texas event and the general increase in electrical demand due to EV use?

Q: What would you say are the best ways (say 2) to get exposure to helium?

Q: thoughts on the announcement from SGY. today? Thx

Q: i am curious as to why you have ignored the oil market in your portfolios.

i await your answer.dave

Q: Is it still good time to buy energy stocks,if yes which is better choice?

Q: Hello 5i Team
TransAlta (TA) and TransAlta Renewables (RNW) released results March 03.
1 - What are your thoughts on the earnings for both companies?
2 - Which company do you think will provide the best return going forward?
3 - What are your thoughts on purchase price where both companies become interesting?
4 - Why do you think RNW has not raised their dividend for several years, given that they are a "yieldo". Are they receiving a better internal rate of return on drop down projects from TA then the dividend rate?
Thanks

Q: On March 4 Algonquin released fairly good results. Today (March 5) the stock is getting hammered. Is the company still intact or has something changed drastically with the fundamentals?

Thanks