Investment Q&A

Q: Can I get your thoughts on AQN’s recent release detailing the weather impacts in Texas. How significant is the impact, will we see a significant decline in share price and if so would you see the decline as a buying opportunity. Thanks.

Q: Hi Peter and team, Just thought I would ask about the ethical aspects of this so called hostile take-over? In my mind BIPC only with the support of BAM.a and BUFFALO AQUISITION CORP. aka BIF IV (looks like a shell company to me that) are trying to BULLY in here on long suffering shareholders of IPL. Let me try to put this in perspective, IPL has spent nearly four years and nearly four billion dollars engineering, designing, procuring, and constructing and world scale propane dehydrogenation (PDH) and polypropylene (PP) facility, all to the boohoos of the so-called "investment community". The projected increase to IPL's EBITDA is estimated to increase by $400million to $500 million (a double), not including the recent increase in PP prices. Do you think IPL could get one good word out of anyone? Nope, they all stayed clear, even after IPL raised $700 million with the sale of 50% their Europe storage assets. Now IPL is self funding the project thru to it's completion (which significantly de-risks the project from a monetary point of view. Last CC management shared they are ramping up for testing and commissioning which looks like PDH should be up and chugging along by summer. I've been working in the energy industry for 42 years and can share, that a typical approach is to use IP, from patented chemical processes and copyrighted proprietary equipment that is proven. This isn't rocket science. What recourse do shareholders have considering BIPC aka BIF IV have acted unethically by acquiring an additional 10% of IPL without disclosing this to anyone? Who are the responsible authorities that should be looking into this? I would like to thank BIP for acknowledging the new facility has a great business plan as well as PPL ,as they have an almost exact replica (delayed by COVID19) planned in next year.

Q: Please evaluate ERF in light of their latest financial report. I AM CONSIDERING BUYING WOULD YOU ??
Thanks
Yossi

Q: I have enjoyed a decent runup in the price of PHX this year. What is your perception of its future potential? Would you, for instance, partially divest in favour of QST?

Q: Stocks like EMA and FTS have declined about 10-12% during the last four months whereas the TSX is up by about 12%. Are there any fundamental issues with these companies? Or the rotation of funds from utilities to riskier companies is causing the decline of the utilities?
Thank you for your insight.

Q: Is SPB now in a position to work with BAM to acquire a large size U.S.propane distributor such as Ferrellgas?
Thanks
Bob Rose

Q: Further to my question , you answered this a.m. Why is there such an amazing difference in performance between (all one month)?
QBTC- 26.5%
GBTC- 47.13%
BTW-80.79%
Agnostic to currency which one do you suggest and why?

Sheldon

Q: Hi team

I am aware that you do not put alot of stress into seasonal trade (seasonality)
of a stock
I would like to find out what is the seasonal trade trend (months or time of year)
for Methanex, looking for an entry point for a half position,

thanks,
Michael

Q: I own both of these names. I owned them before the announced friendly takeover of TOG by WCP. What do I currently do with the TOG shares? Do I sell now and purchase WCP, or wait and allow the shares to consolidate as is.

Q: Could you please give me a break down as to what this company does.
Thank you

Q: Hi,

I am new to investing in crypto currency. I was recommended to invest in CRYPTO: BTC but I'm unsure on how I would go about doing that.

Any insight would be appreciated.

Thanks,
Jon

Q: Hello 5i: I ask about Fortis and know you continue to like it but I question the continued trend down and what will it take for it to reverse this action. Thank you Barb

Q: Can you provide any insights on Capital Power's earnings, released this morning? Does today's news strengthen or weaken the thesis in investing in CPX?

Thanks.

John

Q: What's up with the big miss on eps this quarter?

Q: Hi guys,
any comments on this one? nothing on your Q&A for a long time...
charts looks great, fundamental the same, never seen 115M share float so tight...
who are the holders?
their corporate presentation is good but nothing about the float
your opinion? turnaround story finally? waste management sector and environment is front news... thanks

Q: I'm surprised nobody has already asked this. Maybe nobody has read the news about what is happening down south when people rely on wind-power and solar. What are your thoughts about the latest acquisition by this Canadian oil company?
Thanks Gord

Q: In RRSP account I sold BEPC to decrease exposure to BEP (10%) and purchased ENPH to diversify. Plan was to hold long term. I see you like NEE and it is more diversified over renewables and pays a dividend. Does it make sense to sell ENPH to buy NEE since I don't really need an additional stock?

Q: Can I pls give me your updated view including stability of dividend?
Thank

Q: Good day everyone! With the sale of it's Chemical division PFB is now back to a pure play energy distributor. Currently owning a position in ENB this seems sufficient to me. Can you comment if I should stick with this one or suggest another Chemical/Industrial play here ? Thank you.

Q: I’m looking at Hydrogen & Clean Energy ETF’s. Can you rank these 3 BLDP, FCEL, & BE ? Also looking at ICLN ETF. What are your thoughts on all 3 as well as the ETF. Thanks.