Investment Q&A

Q: energy stocks have been struggling for many reasons and many years is there some type of catalyst that might turn things around or is this just hopeful thinking?

Q: This stock has been tanking of late Third quarter results might be the cause of that. Is this a time to consider a leg in or wait for a technical signal Thanks.

Q: Hi 5i
BEPC and BEP.UN together represent 8% of my portfolio currently (BEPC=5.6%, BEP.UN=2.4%). Both are doing well and it appears they will continue to provide nice gains over time. I am wondering about trimming BEPC. What would you consider to be a reasonable % holding for BEPC and BEP.UN together? Thanks!

Q: Hello - Your thoughts on TRP earnings, and more importantly, your level of confidence of this company going forward. Does it deserve the current valuation?

Thanks.

Q: In your analysis of the renewable energy sector, you say there is shift away from oil to renewables and the reason is renewables have gotten a lot cheaper partly due to government subsidies. My question is will there be at some point resistence to renewables when electricity rates increase by 50 to 70% as they did in Ontario, Germany, California in spite of the subsidies, as well as the higher incidence of brownouts or blackouts as have occurred in Australia and California. From what I have read some of these countries have started going back to coal because of these issues. Also will the issue of recycling thousands of solar panels which have a limited shelf life and which have heavy metals and toxic materials in them have any effect on future use?

Q: Hi Peter/Ryan, you mentioned in the last update that renewable energy companies are to be considered for investment, can you suggest some companies that manufacture and develop equipment for renewables that are worth investing in. Thanks

Q: Thoughts on PXT's latest earnings?

Q: May I have your comment on the November 4 report please.

Q: Transalta announced today that they will be changing their electrial coal fired power facilities to natural gas by the end of 2021. Will this benefit Keyera in any way

Q: Canacol Energy
what are your expectations of Nov. 12 3rd quarter financials
what is your view of cne going forward
thank you

Q: I want to take a tax loss on SU. But I want to stay in the market. What do you think of using IMO as a proxy to replace SU? Or just wait 30 days?

Q: Looks very attractive here at this price. However 15+% dividend is concerning. Thoughts? Thank you

Q: natural gas prices are on the rise
what do you think about Black Stone Minerals
thank you

Q: Hi, would you expect that CU’s disappointing results will be a precursor for other established utilities such as FTS, EMA and BEP? Thanks.

Q: All of these stocks seem to be favourites and pay good dividends. Am having a hard time differentiating between them as regards to those involved in renewable energy ( I think NPI, BEP and Aqn ) and those involved in transmission only of electricity and natural gas (I think FTS, and EMA). Could you please comment on the differences, if there is any and how you would rank them.

Thanks

W

Q: I currently hold a 5% position in renewable energy stocks. Made up of BEP.UN + AQN + XBC. Please recommend one additional stock is this area. Thanks

Q: May I please have your opinion on $CPX.

Thanks Valter

Q: Thoughts on the latest quarterly results? The stock was down sharply friday. Does it offer good value?

Thanks,

Joe

Q: most if not all of these companies are down 20-30% and consequently many pay very high dividends; have they been unfairley thrown into the same bin as oil & gas companies by investors? Could this be a buying opportunity of undervalued solid companies.

Q: Some analysts give ERF a valuation half that of Arc and Peyto. Why is market giving such a low value to this company that has such low debt and decent dividend/payout ratio?
Thank you.