Investment Q&A

Q: Regarding their year end release. I noticed they have a cash balance of 16.3M which increased in 2020 despite the terrible year. This is almost 1/3 of its market cap in cash. How positive do you view the ability of this company's ability to weather the storm in 2020 and be diligent enough to increase its cash position. Looking for your thoughts as I am getting more inclined to increase my weight slightly as a spec play. thank you.

Q: Its astonishing how similar the charts look alike for FTS, EMA and CU. They have had a good move. The charts on AQN and NPI look very similar to each other as well, however moving sideways. Why do you think AQN and NPI seem to be lagging FTS, EMA and CU? Best, Don

Q: Why Sunrun is dropping so much lately. Currently do you see it as a Hold, or sell and move to other better company. Pls share your thoughts

Q: Hi,
How would you rank the 3 pipeline companies in regards to safety of dividend, revenue growth and dividend growth.
Thank you
Ed

Q: There are some experts who suggest that humanity’s greatest threat is climate change, even more urgent than COVID-19. If this is true then should not all of our future decisions be filtered with a relative carbon footprint weighing.
In your opinion what is the future of the resource sector, particularly energy, in my portfolio?

Q: Is this a good time to consider smaller cap oil and gas stocks? Which would you recommend?

Q: Please comment on their year end financials as well as their new Gomo resourse. Thank you
https://alvopetro.com/News-Events

Q: I need a tax loss, which out of Surge Whitecap or Vermilion would you sell? Would you buy the stock back after 30 days?

Q: I own these 2 companies and wish to consolidate into 1. They overlap in sectors to some degree with their propane distribution business. I like the management of PKI while the Brookfield investment in SPB provides strength.
Which has better growth potential ? How might the Brookfield connection play out for SPB ? In short, which one to keep and why? Thanks Derek.

Q: Hi- what do you think of company in light of recent financing - how does balance sheet improve and liquidity ?

Q: The only energy stock I have is ENB. Looking to add BIR around the current $2.70 ish price. Your comments would be appreciated, including preferred alternatives I should consider. Dividend not necessary.
Thank you.

Q: Renewables have pulled back substantially after the rate rise which seems to be pausing. Which 3 companies would you recommend for a long-term hold and why? Thank you!

Q: At current prices, would you advocate buying BEP.UN or BEPC, and why. Many thanks. Don

Q: Can you comment on the outlook for Tourmaline .Been weak of late........

Q: Is the energy industry oil and gas and also renewable green to late in the party to join

Q: What are your thoughts on Canacol's latest year end 2020 numbers?Would the net loss of 4.6 million due to non-cash deferred tax expense of 51.2 be a negative? The dividend seems safe but investors don't seem to pay much attention to this company!
Many thanks,
Jean

Q: If you had to buy and hold either TRP or ENB for the next five years, taking into account safety of capital and potential growth, which would you choose? Or, would it be a better strategy to buy and hold both?

Q: The other day i asked about selling emera. There were a few details that i neglected to mention. I am thinking of investing the money in clean energy utility. Because they are currently down i thought it a good idea. Looking at utilitirs, though, is it reasonable to have too big a concentration? I already ow icln and algonquin. But, if the answer is yes on that score, which one? i already own a full position in Bam.a. Does this mitigate against Brookfields energy arm and then most reasonably leave boralex?
Thanks

Q: It looks like the oil company is rebounding. Do u for see companies like RDS and XOM will be something to park the money for its dividend, or growth in the next 12 months.
Thank you as always.

Q: Not an investing question, but can you help me understand, at least a big-picture view, some of the financial impacts behind last months Texas weather?
AQN has already indicated a $45M hit as a result (and this is presumably mostly or entirely built in to recent share prices). JE apparently (?) owes $250 as a result, which they can't pay and hence are seeking creditor protection. Brazos Electric Power Co-op (of Texas) supposedly owes a whopping $1.8 billion for the same event.
To whom is that money paid (in AQN's case) or owed (in JE's & Brazos case) -- ERCOT? But ERCOT is a member/supplier-owned non-profit, and AQN, JE, Brazos et al are the members, so isn't the money just circulating among the members?
Meanwhile, the end users -- individuals and business using the power -- are paying huge electric bills. We have friends in Dallas who got 5-figure electric bills for their home!
Where does the "buck stop" in this merry-go-round?
Are you in a position to shed any light on this?