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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: Retired, dividend-income investor. I own AQN, FTS, TRP.

I am trying to put into perspective the relative market share (whatever the appropriate metric is?) of Renewable Energy vs Traditional Energy. The recent surge in renewables has, I'm sure, accelerated the transition from traditional to renewable. I am wondering how far into the future the oil industry has (20 years?)?

While I have no data, I suspect if we broke down the various energy subsectors into Renewables (solar, hydro, tidal, wind) vs Gas vs Oil, that Renewables would currently make up roughly 10-20%? Can you please give me the current breakdown vs where we are forecast to be in 5-10-20 years?

Thanks...Steve
Read Answer Asked by Stephen on November 13, 2020
Q: Hi team,
Your response to a member's question on your "forward thoughts about CNE's Q3,s earnings were positive.Now that the earnings were out today, are your views still favourable?Total debt to total assets also seem reasonable.One year target prices vary from 7.00$ to 9.00$, seems overly "optimistic".
Many thanks,
Jean
Read Answer Asked by Jean on November 13, 2020
Q: It looks like Energy stocks are doing very well after the vaxine news,Which small cap and large cap stocks are buyable?.
Read Answer Asked by Nizar on November 12, 2020
Q: I am looking at the above companies highlighted in your recent comments. Could you please rank them in terms of a) highest growth to lowest over 5 year time frame b) least to most risk. If am missing another favourite please let me know. Thanks for all your great advice. Brian
Read Answer Asked by Brian on November 12, 2020
Q: Hi, is this a material negative development for ALA? Thanks.

“The U.S. Fourth Circuit Court of Appeals issues an immediate stay of Mountain Valley Pipeline's stream and wetland crossing permits in southern West Virginia and Virginia. The order will block construction across waterways for months while the appeal plays out.”
Read Answer Asked by Gary on November 10, 2020
Q: Please provide your comments and financial position on these LNG producers listed large to small on market cap.
What percentage of their business is strictly LNG.
Are dividends sustainable that are ranging from about 7 to 15%.
thank you
Read Answer Asked by JACK on November 09, 2020
Q: Looking for your thoughts (arguments pro and con) and perhaps suggestion. I'm currently out of Pembina Pipelines (PPL:CA) for tax loss harvesting (I've temporarily added to my ENB holding to maintain sector exposure). But here's my question: should I just avoid rebuying PPL (after 30 days)? Currently, I have exposure to both TRP (2.7% weighting) and ENB (2.1% weighting) within our family's ~55-stock portfolio. Maybe it is "best" (simpler, higher-quality companies, etc., at expense of somewhat less diversification) to just keep the 2 pipeline stocks (TRP, ENB) versus going back to having 3 stocks (TRP, ENB, PPL), but maintaining similar overall pipeline weighting (~5% of portfolio). What do you think?
Ted
Read Answer Asked by Ted on November 09, 2020
Q: Hi Guys,

I'm starting to get interested in the energy sector for more of a long term hold. The sector has been crushed but I don't believe the world is going to abandon oil and gas any time soon. Looking for a producer that pays a dividend, so I can get a return while I wait. What companies would you guys suggest?

Read Answer Asked by john on November 09, 2020
Q: I have only two stocks in the oil and gas sector: Parex and Questor. Given the declining long term outlook for this sector do you think they are worth keeping or is it time to sell and move the money into green energy stocks. Thank you.
Read Answer Asked by Rob on November 09, 2020
Q: Retired dividend-income investor. With the dust trying to settle on the USA election, where do you see the Canadian Energy sector sitting over the next year or two? I understand Renewables are taking off (I own AQN, FTS), but Renewables are very expensive right now and it is going to be a long way off before the oil industry is going to be extinct. My own feeling is we have at least a 20 year runway in front of us.

Having said that, TRP's Keystone XL is potentially in Biden's crosshairs. The research I have done is a) if KXL is constructed, then good for TRP, as it is apparently not priced in to its stock price; b) if KXL is flushed, then also good for TRP as the uncertainty is removed and TRP has plenty of other growth projects in the process of being approved/constructed; c) also if KXL is flushed, TRP would have so much free cash flow, that it would be a "cash cow".

The reason for my question is I have a almost full position in TRP and I view TRP as very cheap right now and was going to top it up. Your thoughts please?

Thanks...Steve
Read Answer Asked by Stephen on November 09, 2020
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