Q: You indicated in your answer to Warren's question that you feel the suggested buyout price for MEG Energy by Strathcona is too low. What do you think would be a reasonable offer, and what do you think MEG management would hold out for? Which companies might make an offer? Do you think the company will in fact be sold?
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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: Could you please comment on the offer by Strathcona Resources? Given Strathcona’s interest, what is likely to happen to MEG’s share price over the next few months?
Q: Good morning 5i team...
Your thoughts please on Arc's consolidation of Montney assets at Kakwa.How does this affect their balance sheet and is it a good time to purchase shares at this price?
many thanks,
Jean
Your thoughts please on Arc's consolidation of Montney assets at Kakwa.How does this affect their balance sheet and is it a good time to purchase shares at this price?
many thanks,
Jean
Q: Whose share price will benefit the most from the lng export terminal opening on the BC coast? Thank you
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PrairieSky Royalty Ltd. (PSK $26.56)
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Algonquin Power & Utilities Corp. (AQN $8.39)
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Northland Power Inc. (NPI $17.02)
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Freehold Royalties Ltd. (FRU $14.85)
Q: Looking for a generous dividend with some growth and reasonable volatility for a long term hold. Which would you suggest? Are there tax issues with a royalty company like FRU?
Q: Hi, comments on the acquisition by Tourmaline last night?
Are they getting one piece or two?
Are they getting one piece or two?
Q: Could you comment on results
Q: I'm looking to add a clear energy company and utility to my portfolio. I'm looking for compounding growth and open to Canada and the US. Please rank the following: Fortis, Emera, Canadian Power Corp and GE Vernova Inc. Also, if GE Vernova is an option, is there a prefered between the Canadian or US corps as I see listed on both.
Q: NPI recently announced the commencement of the new Oneida battery storage Project (ahead of schedule and under budget). They also have two wind projects under way, in Poland and Taiwan. I believe. I am having trouble estimating the value of each of these projects. Can you tell me the expected revenues, free cash flow, and EPS of each project and when the wind projects are expected to come on stream?
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JPMorgan Chase & Co. (JPM $298.02)
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Purpose Bitcoin ETF (BTCC $15.21)
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Coinbase Global Inc (COIN $240.41)
Q: What is the difference between owing a bitcoin company like COIN or a bitcoin ETF? Which is riskier and which would you prefer?
Q: Thoughts on their latest quarter.
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Pembina Pipeline Corporation (PPL $53.78)
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Peyto Exploration & Development Corp. (PEY $21.44)
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Northland Power Inc. (NPI $17.02)
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Capital Power Corporation (CPX $59.69)
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Whitecap Resources Inc. (WCP $11.46)
Q: The recent NPI quarter looks pretty weak, decreased revenues from last year. I’m thinking to take a loss and possibly add to other positions, or would you recommend to repurchase after the 30 days? I read the March report, but I see better opportunities in other names. The growth story for 2025 is only the Oneida Energy Storage Project completion? How much will this add to revenues? I’m also concerned the allure around renewables and the climate change narrative is crumbling, especially after the Europe outages. Any thoughts on this?
My add to names I’m considering are PPL, CPX, PEY, WCP. How would you rank those for growth, stability, current and future yield?
My add to names I’m considering are PPL, CPX, PEY, WCP. How would you rank those for growth, stability, current and future yield?
Q: Your thoughts concerning Cenovus' recent Q, please.
Q: Given your comments on ENB's recent earnings and its optimistic outlook, in general, can you comment on today's 3% drop?
Q: Is closing of Line 5 still a risk that could hurt futher upswing or do they have enough projects to negate that ?
Q: Hello Team,
Do you have a preference between these for overall performance over the next couple of years, ie capital gain plus dividends and why. With LNG becoming a thing, I wonder if that swings it to TOU. Your comments would be appreciated. Also, what would you expect the total percent dividend going forward for TOU, including quarterly and special.
Thanks,
Barry
Do you have a preference between these for overall performance over the next couple of years, ie capital gain plus dividends and why. With LNG becoming a thing, I wonder if that swings it to TOU. Your comments would be appreciated. Also, what would you expect the total percent dividend going forward for TOU, including quarterly and special.
Thanks,
Barry
Q: Aqn had a significant bounce last week on what seems like a preview to their official earnings release in early June. Can you expand?
Q: How are things at PXT these days ? Production set for a rebound ? Political situation any better ?
Any other thoughts ? Thanks. Derek
Any other thoughts ? Thanks. Derek
Q: I want to increase my energy holdings in the current market. Currently ENCC’s yield is around 14% due to selling covered calls. How do you anticipate that it will fare in the next few years?
Thank you for your excellent service.
Geoff
Thank you for your excellent service.
Geoff
Q: Do you have any information as to why, as indicated on my trading account with TDW, trading on NNRG has been halted?