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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: 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?
Read Answer Asked by Mike on March 08, 2021
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

Read Answer Asked by Christopher on March 08, 2021
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.
Read Answer Asked by terrance on March 08, 2021
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?
Read Answer Asked by Christian on March 06, 2021
Q: i am curious as to why you have ignored the oil market in your portfolios.

i await your answer.dave
Read Answer Asked by david on March 05, 2021
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
Read Answer Asked by Stephen on March 05, 2021
Q: Hi, could you please explain the degree of the sell off in the renewable space. Any long term fundamental change in the industry? based on recent results any you would avoid.? Thanks
Read Answer Asked by Gary on March 05, 2021
Q: I'm thinking of swapping RDS.B for FRU. Do you think this is a good move? Do you think Shell's stock price and dividend will recover a fair bit with the current oil and gas prices? I've been hearing favorable news with FRU on both fronts, and am curious to know your opinion on this swap. Thanks.
Read Answer Asked by Ed on March 04, 2021
Q: I am a senior and this may be a senior moment. Is the adverse weather patterns that are increasing around the world putting strain on the wind, solar renewable power being viable ie the Texas storm. The above stocks seem to be retreating somewhat. . Your thoughts. One add on do i hold lspd at the 85.00 level? Thanks
Read Answer Asked by kenneth on March 04, 2021
Q: It appears oil prices are headed up this year but shares of companies like Exxon Mobil Corp. and Royal Dutch Shell and Suncor among others have lagged behind the oil market itself, and stock prices haven’t returned to pre-pandemic levels for a number of reasons that have nothing to do with the price of oil. Is there any other investment vehicle that would better reflect the rise in oil prices? How about OIL on the nyse?
Read Answer Asked by Murray on March 04, 2021
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