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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: The above pipeline companies are still declining. With declining interest rates I might have expected them to recover at least somewhat after the recent sharp declines. What is your perspective on these continuing price declines? Do you think the dividends are reasonably secure?
Read Answer Asked by JAMES on March 10, 2020
Q: Good Evening
I own both IPL and PPL
I understand that the drop in oil prices is causing stocks like Vermillion and Whitecap to plummet. However, I am very surprised with the 23% drop in IPL, and PPL.
Can you please provide some explanation as to why there was such a huge drop in the prices of IPL and PPL today? After all these companies are not oil producers.
I will also appreciate it if you could provide some insight whether it is now time to average down on IPL and PPL , hold them or sell them.
I will appreciate your comments. Please deduct two credits.
Read Answer Asked by Terry on March 10, 2020
Q: Hi 5i team,

I have never been an oil guy or a commodities guy for that matter. However, I don’t fully get this latest oil plunge impact on the markets, other than the scare factor. I generally thought lower oil prices were beneficial for the economy. It lowers the cost of transportation for people and freight movers. It puts disposable income into the pockets of the consumer. So, is it more psychological than anything, being a further scare in scary times?

As a side note, I think Eric Nuttall must have the toughest job in Canada. I don’t watch much BNN anymore but I did happen to see a bit of Eric on Friday. Is he the last standing oil bull in the country? He continues to just gush over all the opportunities out there on mispriced assets and cash flows. Maybe the reality is that fossil fuels are in a long-term secular decline and no one cares how underpriced they are. Millennials are more in tune with climate change than trying to catch a bid on an oil stock. I think it may be time for Eric to move to renewables.

Thanks again.
Dave
Read Answer Asked by Dave on March 09, 2020
Q: Timing for the special report was timely and very instructive. I am presently 41% cash and of your watch list I am already invested in 3 of them and I have the intention to buy more when things get better, I presently have a watchlist of 16 companies and have added the ones you suggested that were not in my list. I noticed you have nothing in alternative energy which has been performing very well and have had very little correction VS the market. Thank-you for the excellent report and may I add that this kind of help is exactly why I renewed my subscription
Read Answer Asked by James on March 09, 2020
Q: It looks as though utilities, and renewable utilities in particular, have taken off, while Canadian pipelines, which are also traditionally stable investments, are either flat or dropping.
Do you have any comments on whether:
1. this is a short term disparity or a fundamental shift,
2. whether one group is better than the others at current prices, and
3. If the recent drop now otherwise creates a good point of entry for any or all?
Read Answer Asked by Peter on March 09, 2020
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