Investment Q&A

Q: Using only the metric of growth,which do you think has the best growth profile for the next year and why? Thank you.

Q: please explain the cve.wts

Q: How would you recommend investing in the oil industry which may have a bounce back in the next year? Are there other ETFs you would recommend? Thanks for your great service, Bryan

Q: My holdings in these two companies have grown substantially even though I recently sold a bit of NPI. Given that I think the sector has a very strong future, I am loathe to sell too much even though you'd say I am still overweight the sector (13%, not including other utilities like FTS).

Does it make sense to move some of my holdings into AQN, or would you really prefer to advise me not to let the holdings in this sector get too big?

Thanks for all your help.

Q: Given your answer today about BEPC having too much of a premium, do you advice selling it and buying BEP.UN instead?

Q: Hi Guys Happy new year
between these 2 companies which one would you think will have better growth in the next couple of years.

Q: I am looking to increase my oil/gas exposure. of the 3 companies on the 5i porfolios, which would you recommend in terms of valuation and potential for growth? If you have any other suggestions please send them.
thanks for your help

Q: Hi Team,
A belated Happy New Year.
Would you please suggest some US$ based as well C$ based ETFs with a focus in AI and renewable energies.
Cheers,

Q: I own ENB, FTS, and TRP but think I should position more into green/clean /renewable type energy companies. I do own AQN which I believe fits into the clean/renewable category. So I am thinking to sell one of ENB, FTS or TRP and replace it with a greener alternative. So which one would you sell and what would you buy to replace it with(can you provide more than one option)?
I would like to just take a moment to thank you all at 5i who have such a huge positive impact on my investing. Over the last few years, since signing up, you have given me so much more confidence in my ability to manage my own affairs. You are the perfect resource. There to lean on, answer my questions and point me in new directions and to new opportunities.

Q: The above holdings now represent 10% of my equity portfolio. Should I bring this back to 6-7% or should I let these run? If so,
to what extent? Thanks, Martin

Q: Hi 5i:

Great advice in2020! Wonderful service. I currently hold KL and ABX at @ 2.5% of portfolio. Looking to add a junior producer to increase my weighting. Which would you prefer from EQX, WDO and BTO and what advantage would it have over the other choices? In addition, having done well with TOU (2%), I would like to add to my gas position. My choice is ARX. Advice or other suggestions please. Existing positions and new purchases would be in TFSA. Please deduct form question credits as appropriate.

To staff and families at 5i - be safe and stay well and thank you.

Tom

Q: Happy New Year Peter,
which one of the following clean energy ETFs would you choose and WHY?
QCLN NASDAQW Clean Edge Green Energy ETF
or
ACES Alps Clean Energy ETF
Is clean energy a good sector to be invested in for the long haul?
Thanks
Ron

Q: I own a small position on both and would like to consolidate. Into 1 position. Which of the two would be your preference for growth and which is of the least risk.

Thanks

Wayne

Q: Would you recommend ATCO for a 3 to 5 year hold or would Fortis or Emera be a better choice? Also, why has ATCO gone down so much in the past 6 months.

Thank-you.

Q: What are your thoughts on oil supply and demand? I know you favour Parex and Suncor. Do you have a price deck you are working off, or oil and gas forecasts? With Brent and WTI at or above USD50, I would think there are some companies with a ton of operating leverage.

What companies have the most torque if oil goes to $60 this year?

Q: happy new year

i'd like to know your thoughts on RNW, please. It looks rather inexpensive in the renewable sector. many thanks

al

Q: Looking to add a speculative position to my portfolio and been researching Trican. After going through its November presentation its evident things have been tough with a lot of their fleet parked. However, it is showing good momentum and want to know your thoughts. thanks.

Q: HappyNew year guys Ihave 13000 shares of this stock I don,t need the money so should Ikeep them i am only down about $800 or is there something better to get into Thanks

Q: I continue to hold CPG long hoping for further recovery. Given the oil price seems to be holding a bit higher I am anticipating a continued ramping up of free cash flow and rising SP. Overall this has been a dog in my portfolio. Based on valuation metrics and the +$45 price of oil is a $10 target (mine) reasonable in the next year or two? Or would there have to be a significantly higher oil price to get that SP level? If the question is too specific general commentary is fine. Thank-you for your service. 2020 was my best year for investing, ever.
Calvin

Q: With a view to exsistant capacity and future growth of capacity what are your top three suggestions in the renewable energy growth space?