Q: Hi, what might be the impact on electric utility and renewable energy companies of sustained higher prices of natural gas? I understand natural powers many hydro generation plants. Thanks.
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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: Good morning 5i team
Which public companies in Canada are leaders, or emerging leaders, in carbon capture and production of CO2?
Which of these (if any) would 5i recommend for consideration for investment, and why?
Thank you
Edward
Which public companies in Canada are leaders, or emerging leaders, in carbon capture and production of CO2?
Which of these (if any) would 5i recommend for consideration for investment, and why?
Thank you
Edward
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Avanti Helium Corp. (AVN $0.18)
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Air Products and Chemicals Inc. (APD $253.25)
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Linde plc (LIN $413.20)
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Apyx Medical Corporation (APYX $3.95)
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Chart Industries Inc. (GTLS $203.78)
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Desert Mountain Energy Corp. (DME $0.31)
Q: A great service could please recommend your top 5 helium plays. I think if you look into it you will see a diminishing supply and an increasing demand. In interesting and growing industries microchip production, medicine and outer space. Could you let me know when you will cover this topic.
I currently like Dme, heli and RHC. Dme seems to be way ahead and an Esg type company. Keep up the great work.
Mike
I currently like Dme, heli and RHC. Dme seems to be way ahead and an Esg type company. Keep up the great work.
Mike
Q: Could you please explain the relationship between Apollo Management and Altius. Is there an expectation of a dividend near term?
Q: Hi 5i team,
Could I have your thoughts on RNW.US
Thank you
Could I have your thoughts on RNW.US
Thank you
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Peyto Exploration & Development Corp. (PEY $22.26)
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Tourmaline Oil Corp. (TOU $61.91)
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Birchcliff Energy Ltd. (BIR $7.35)
Q: Do u believe Nat gas continues to go higher going into the winter season? If so …what are your top 5 stocks in this sector to look at
Thanks
Thanks
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Cabot Oil & Gas Corporation (COG)
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EQT Corporation (EQT $58.89)
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Antero Resources Corporation (AR $35.08)
Q: Hello Team,
What is your favourite natural gas producer in the US, that might compare to Arc or Tourmaline.
Thank You,
Barry
What is your favourite natural gas producer in the US, that might compare to Arc or Tourmaline.
Thank You,
Barry
Q: Hi 5i team.
Can you please give me a ball park figure of the % Gas vs Oil torque imbedded in the holdings of XEG? Are there any ETFs that focus on Oil only or Gas only Companies?
Many thanks for your help.
Can you please give me a ball park figure of the % Gas vs Oil torque imbedded in the holdings of XEG? Are there any ETFs that focus on Oil only or Gas only Companies?
Many thanks for your help.
Q: Natural gas prices have been on a tear. Is there a seasonality to gas prices ?
What is your guess as to where prices will be 3-6 months from now.
ARX has been on a roll. Buy sell or hold.
Thank you
What is your guess as to where prices will be 3-6 months from now.
ARX has been on a roll. Buy sell or hold.
Thank you
Q: I own well-in-the-money options of CPG that expire Jan'22. I plan to exercise them anyways before then; if I do it immediately will I be eligible for the increased dividend? If I do it this calendar year does this trigger a capital gain, or just need to track ACB?
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Enbridge Inc. (ENB $68.39)
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Fortis Inc. (FTS $72.44)
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Inter Pipeline Ltd. (IPL $19.12)
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AltaGas Ltd. (ALA $44.10)
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Emera Incorporated (EMA $68.01)
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Algonquin Power & Utilities Corp. (AQN $8.39)
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Northland Power Inc. (NPI $18.04)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $28.58)
Q: Please rate your top 5 electric Canadian utilities
1. for long term growth potential
2. for safety in a correction.
Thanks
1. for long term growth potential
2. for safety in a correction.
Thanks
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CES Energy Solutions Corp. (CEU $11.60)
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Mullen Group Ltd. (MTL $14.40)
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Secure Waste Infrastructure Corp. (SES $18.19)
Q: Good Day,
Looking for your thoughts on energy service stocks/drillers right now, and if possible your top 2 small cap and top 2 large cap ideas.
Thanks!
Looking for your thoughts on energy service stocks/drillers right now, and if possible your top 2 small cap and top 2 large cap ideas.
Thanks!
Q: Coal is not the "sexiest" investment prospect currently what with the growing prevalence of ESG investing, etc. What can you tell me about the recent week experienced by Colonial Coal. Is this just a typical "penny stock fillip" or is it indicative of something investment-worthy. Thanks!
Q: Does today's announcement of an increase in dividend and the production numbers suggest material upside if oil prices stay high?
Q: Hi team,
I am aware that you are quite upbeat about this company but am "confused " about the following areas in : Price to Comparisons,i.e.Price to Free cash at 6.30,Price to Cash flow at 3.60,but in the Valuation Ratios Book Value of equity per share at 0.44. How practical are these calculations for evaluating a company's prospects when making an investment decision? According to analysts the target price for GXE is 1.10 ,is this realistic?
Many thanks ,
Jean
I am aware that you are quite upbeat about this company but am "confused " about the following areas in : Price to Comparisons,i.e.Price to Free cash at 6.30,Price to Cash flow at 3.60,but in the Valuation Ratios Book Value of equity per share at 0.44. How practical are these calculations for evaluating a company's prospects when making an investment decision? According to analysts the target price for GXE is 1.10 ,is this realistic?
Many thanks ,
Jean
Q: Does it make sense to own both-TOU for growth and TPZ for income?
Or is it putting too many eggs in one basket?
Thanks.
Or is it putting too many eggs in one basket?
Thanks.
Q: Hello 5i Team
I own Chevron and ExxonMobil in my US$ denominated RRSP. These are the only US$ oil and gas stocks in my RRSP account.
My US$ RRSP is structured as a large cap dividend aristocrat account.
My cost basis per share for CVX is US$115.00 and for XOM is US$80.00. Current yield on CVX is 5.6 % and on XOM is 6.4 %
As I cannot harvest capital losses in a RRSP account, is there any benefit in consolidating these two holdings into one stock? Which company has the better potential for growth long term (5 year or greater). Or should I do nothing and continue to receive dividends until the stocks return to their former highs?
Thanks
I own Chevron and ExxonMobil in my US$ denominated RRSP. These are the only US$ oil and gas stocks in my RRSP account.
My US$ RRSP is structured as a large cap dividend aristocrat account.
My cost basis per share for CVX is US$115.00 and for XOM is US$80.00. Current yield on CVX is 5.6 % and on XOM is 6.4 %
As I cannot harvest capital losses in a RRSP account, is there any benefit in consolidating these two holdings into one stock? Which company has the better potential for growth long term (5 year or greater). Or should I do nothing and continue to receive dividends until the stocks return to their former highs?
Thanks
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Neo Lithium Corp. (NLC $6.50)
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Sociedad Quimica y Minera S.A. (SQM $63.10)
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Lithium Americas Corp. (LAC $5.12)
Q: based on the demand for increased use of solar and EV going forward, which mining companies would be the suppliers of the raw materials needed for these industries
Q: Not a question but you recently indicated that LCFS does not have any analyst coverage. That has changed as both RBC and CIBC have now initiated coverage. Their 12 -18 month targets are $20 and $26 respectively.
Q: Good day may I ask for your opinion on SJI
Thanks again
Thanks again