Investment Q&A

Q: What would you say are the best ways (say 2) to get exposure to helium?

Q: thoughts on the announcement from SGY. today? Thx

Q: i am curious as to why you have ignored the oil market in your portfolios.

i await your answer.dave

Q: Is it still good time to buy energy stocks,if yes which is better choice?

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

Q: On March 4 Algonquin released fairly good results. Today (March 5) the stock is getting hammered. Is the company still intact or has something changed drastically with the fundamentals?

Thanks

Q: What are you top picks (US or Canada) related to renewable or green energy? Is it too late to get in to some names?

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

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.

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

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?

Q: Northland Power has been mostly holding its own but Innergex has fallen a fair bit in a couple of months. Is there a reason for the difference? Would you prefer to hold one over the other or suggest both?

Thanks.

Q: I would appreciate your analysis of Parex Resources results. As a debt free company, is it still a good hold going forward in the energy sector.
Thanks for all your help.
Dave.

Q: Hi Peter, Ryan, and Team,

The last question about this stock was on June 21, 2018. What is your opinion now? According to their investor presentation, they derive 55% of their revenue from the oil and gas industries. Given the recent uptick in performance of that sector, might VTX be worthy of consideration? I see that the latest average score from Thomson Reuters gives VTX a rating of 6, whereas they give 2 as an average score for XBC. Where XBC falls short, according to TR is in earnings (1), valuation (1), and risk (2), Your insight would be greatly appreciated.

Q: what is your evaluation of this stock?

thank you

jacques

Q: If one looks at TRP as of today (March 1st), it is actually trading at the same level as it was when COVID took hold (March of 2020), when it declined from ~ $75 to the low $50s. While I understand that the Keystone rejection was a blow to TRP, and has sunk the share price, and that the current investing environment basically shuns anything fossil fuel related, I seem to think that this is just a waiting game. If I remember correctly, TRP just increased their dividend by about 7%, and historically the dividend has grown by about 7.5% annually over the last 5 years. So I guess what I'm saying is while I understand the current market infatuation with all things green, it seems to me that TRP is undervalued, given that North America is still going to be drinking from the hydrocarbon spigot for some time. My question to you is whether or not I am missing something obvious, or if you agree with this thesis.

Q: Your thoughts on Pembina Pipeline Corporation please. Both in terms of latest financial results and long term prospects for income and growth.

Thanks very much.

Q: Having had some success in 2020 with PHX, the current run up by RES has me intrigued. Does it have real « 3-bagger » potential and/or superior competitors in their space?

Q: What are your thoughts our TCW's year end numbers? Management looks to increase contract prices in the second half of 2021,therefore returning more to their bottom line and they have no bank debt.Is now a good time to add this name with a time horizon of 24 months?
Many thanks,
Jean

Q: Hi Peter, Ryan, and Team,

Here is a link to an article from a US based RV newsletter, which points to a severe shortage of propane:

https://www.rvtravel.com/rvers-propane-shortage-affect-you/

My question is this: Does the propane shortage provide a buying opportunity for stocks like SPB? We owned it in the past, but sold it (at a profit) when it started languishing. Are the any other propane stocks (I guess in the US) that could benefit from this thesis?

Thanks as always for your insight.