Investment Q&A

Q: Would you recommend voting in favor of the resolution that JE will be converting debt including convertible debentures into common shares?

Q: Tax loss versus growth considerations question. Holding ENB for several years and still below water. Have held PPL for a couple of years prior to recent meltdown and recently decided to sell PPL to realize tax loss using TRP as proxy for next several weeks until 30 day period has expired. Looking at your recent answers to questions on these 3 pipeline operators (I only need two, maybe one) and considering TRP focus on a friendlier fossil fuel firmament USA got me to thinking that maybe I should just hang on to TRP despite Keystone and Crooked Joe threats rather than going back to PPL after 30 day period is up... In your view which of the 3 companies have the better growth prospects in USA space given all three are down in this negative fossil fuel energy space? Portfolio is growth/income focused tilted mostly to equities. Retired but do not depend on portfolio income.

Q: I am down quite a bit on these energy stocks. Some CNBC announcers think this is a good time to buy Canadian energy. Do you think these are a hold with a 2 year time frame?

Q: Your thoughts on earnings? Thanks!

Q: Your thoughts on their 1/4ly earnings, thanks

Q: Good morning, thoughts on the quarter please. How would you rank vs. other energy infrastructure stocks?
Thanks
Rob

Q: Looks like GMT Capital has lightened their investment in this Company. Could you please give me your opinion of its viability

Thanks

Q: hi guys at what price would vet have to get to before it would start to pay a dividend again or do you think they wont?

Q: How would you rank these three companies in terms of growth, and safety. I am not too keen about dividend as I do not need the income. However, I am concerned about preservation of capital. Please explain.
Thank you

Q: What are your thoughts on making an entry into oil via Suncor and/or Enbridge? The stocks haven't quite rebounded to their pre-covid levels yet. Assuming oil returns to prices of old, do you think they're good buys? Do you prefer one over the other?

Q: I've owned both these for over 11 years now and have been very happy with net returns (dividend compounding + capital). Not overweight at all: 1300 shares of each - added to over the years on weakness. My concern is the hysteria over climate change and governments actions and potential actions that have hurt O & G companies. I believe that both these companies have large investments in utility businesses and plans to expand that part of their business. Q: should I continue to hold them, add to ENB (price low), or leave my positions alone.

Q: Down considerably on Vet. Would a switch to arx be wise?

Q: I'm interested to hear your feedback about the growth potential (and risk) of the renewable energy theme. What stocks would you recommend, and for how long of a hold?
TIA!

Q: Hi 5i guys,

RE: Capital loss .. attribution rules .. taxable account.

Am underwater on PPL and am considering selling at a loss and buying a similiar company in the sector i.e. ENB or TRP.
Is this allowed for CRA purposes ?
Thanks as alway,
Steve

Q: If my first objective is capital appreciation, how would you rank these three? Second question, my perception is that FTS isn't as "renewable" compared to BEP and AQN. How would you compare FTS to the other two in this regard?
Thanks.

Q: What do you make of Trans Alta Renewables? It has a payout ratio of 235%, Profit Margin of 25%, and ROE of 5%. It is funding a lot of new projects with debt.

Operation’s are in Canada, US, and Australia.

Thanks

Q: I purchased BEP.UN on July 30, 2020. On that day, the CFRA report available through my bank's investorline site had it down as a 'hold'. Then, the next day (July 31st ), CFRA had it down as a 'buy' and then on Aug 2nd as a 'sell'. I usually sell when CFRA advises to sell. My questions are:
1) How can CFRA ratings change this quickly?
2) How reliable are CFRAs ratings?
3) Should I sell?
Thanks for your help

Q: Hello 5i Could you comment on whether this company will survive and what is there dept and can they cover the dept with financing.

Q: Hi, could you please comment on CPX’s earnings and dividend increase. Was the increase necessary or prudent given an already elevated dividend yield. Was CPX’s earnings/ outlook that good?

Q: Thoughts/comments/guidance on placing this company in an RRSP for a 10 year horizion.
Thank you for your amazing service.