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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: 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: What are you top picks (US or Canada) related to renewable or green energy? Is it too late to get in to some names?
Read Answer Asked by Mike 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
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.
Read Answer Asked by Jerry on March 03, 2021
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.
Read Answer Asked by Mike on March 02, 2021
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