Investment Q&A

Q: Is it undervalued at its current share price. Does the new president give you any concerns.

Q: I sold crew at a large loss 6 months back based on your concerns of its large debt and possibility of complete collapse. What is driving it’s recent resurgence in price lately. Has your opinion changed?
I held on to lxe which price has been declining steady of late. Should I continue to hold or would would sell and a buy of Suncor for exposure in oil be recommended?

Q: I own substantial positions in both TOG ( breaking even) and WCP (40% profit). Is there any reason to not sell TOG now and purchase WCP as opposed to waiting for the deal to close in 2021? Thank you for your assistance.

Q: Hi 5i,
Questor is confusing to me and I hope you can help me to understand it better than I do now.
In September, 2018 it was at approximately the level it's at now - around $2.20. But then, starting in September, 2018 it increased fairly steadily and had more than doubled to over $5.00 by mid February this year, before plunging straight down to $1.30 or so in the COVID sell off. The chart looks like if COVID hadn't come along it might have continued the upward trajectory. However that didn't happen and, unlike many others that declined hard and fast in February/March of this year, Questor's recovery has been halting - its only gotten back to about where it was in September, 2018 and not close to its pre-COVID level.
Bringing me to my confusion: Something positive appears to have been motivating buyers for the 18 months preceding the precipitous COVID decline and I wonder both what those positive factors were, and why (whatever they were) they haven't taken hold again? I wouldn't have thought that Questor's business would be COVID sensitive going forward from the February drop, but perhaps it is in some way?
The CEO was quoted in today's FP as saying that the just announced carbon tax increases will be good for "our industries", which implies they'll be good for Questor. Could it be?
Hoping you can provide some insight.
Thanks!
Peter

Q: Over the next six to twelve months, would you recommend Suncor or Whitecap as a resource play and why. Thanks

Q: Hello, with the recent announcements around the vaccine there has been an uptick with energy related equities including Seven Generations. What are your thoughts, would this be a good entry point for this stock? Thanks!

Q: Hi 5i Folks,
Whitecap Resources was removed from the TSX Composite some time ago due to low market capitalization. Recently the company purchased two other small cap energy companies. This should increase capitalization with the additional shares (and share price). My question is: When does the TSX consider adding WCP once again and what is the criteria it uses to decide? Do you think the inclusion to the index will bump up the share price?

Q: Hi,
In a recent question from Jacques about renewable energy, you respond:
We would suggest; BEP.UN, AQN, BLX, NPI
Where does FTS fit in this list?
I own BEP.UN and FTS and considering selling FTS and replace with any of the other 3. Would you agree with such a move? What would be your ranking of these 5 companies in order?
Thanks

Q: Can you please suggest best ideas to replace XOM ie large cap dividend paying oil. Can be Canadian or US. Looking for similar or a little more beta.

Thanks.

Q: I am down significantly on VET and thinking about dumping it and moving money into WCP. What are your thoughts?

Q: For the long term, which renewable power companies would you suggest for a RRSP and a TFSA?

Q: How do you feel about the latest earnings report? They raised the dividend, usually means that they are confident about the future, tempered by the fact that they had cut it by over 50% a couple of years ago.
Thanks
Keep safe

Q: Hi Gang
Can you give me your top five small cap Canadian renewables at this time?
And in your opinion will they have more growth since Joe Biden was elected?
Thanks MB

Q: Presently hold Enbridge shares in a couple different accounts. ENB is down considerably from purchase - would like to sell as tax loss. what would you recommend as a solid replacement.

Q: The way the three stocks have been rising lately, from their current stock prices, is it likely that the stock price of these three companies will go up by approximately 50% in the next 6 months or so, the reason for the question is I am looking at buying now and selling in 6 months time and make some quick profit. Dividend is not a consideration at all. Any other companies you can suggest for 50% increase in stock price in 6 months?

Q: On the supply side, dry gas prices are low and drilling activity has been scaled way back (storage is full to the brim).

On the demand side, the potential for a cold winter on the coasts, increased adoption of EV, conversion of coal to gas, vaccine driven Covid economic recovery, etc.

It looks like there's potential for a pinch in the market on the price of gas. If that was the case (I'd like to hear your thoughts on that), what companies would see the most positive response in share price?

Q: Can you give this co a quick analysis for me? I just want to take a flyer on something which is leveraged on the oil services side in Canada. If this isn't one - do you have 2 or 3 that you could recommend I consider? I understand the risk is high.

Q: Hi,

I have no utilities exposure at the moment. Looking or a Company with a nice yield that has part of their business in renewables since this is a trend going forward. I will also hold this name outside of my RRSP and TFSA for dividend distribution is ideal rather than other forms of return on investment. I am thinking of a 4% position given record low interest rates and the fact they MAY rise sometime in 2022 or beyond. My questions are: 1- Do you think 4% is a good weighting for the utility sector given current environment? 2- Which is your preferred name among these 3? I am leaning towards AQN for dividend level and the fact that it is paid as a dividend as well as the fact that some of the business is in renewables and they have a nice growth profile.

Thank you so much,
Jason

Q: I own both and at the share exchange price for TOG will have a loss. In order to realize that loss for tax purposes I assume I will need to sell it. Correct?
If I do sell but want to maintain a larger position in the new company, am I able to purchase more WCP right away without offending the superficial loss rules?

Q: Good morning,
I would like your opinion on ZEO for long term hold, income and recovery in the economy
I hold XIU,XUS,XEF,ZRE,ZUT,ZEB,ZQQ I am retired 71

Thanks
Carl