Q: Hello 5i. I am an income investor looking to invest in the energy sector. Which would be your preference between Topaz and Keyera right now, and why? Thanks as always for the great service you provide.
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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: What is your view of this company as a small cap growth opportunity in the energy sector? The management team has a track record through various "Spartan" companies over the years, and the company seems to have low debt levels and other decent metrics.
I have stayed away from O&G in recent years but I am considering starting some positions in anticipation of better days ahead.
I have stayed away from O&G in recent years but I am considering starting some positions in anticipation of better days ahead.
Q: I am considering selling OVV at a considerable loss and replacing it with Whitecap for the 30 day tax loss. At that time I will compare the progress of the 2 stocks to decide whether to stay with WCP or move back to OVV. I’m inclined to think I should stay with WCP as they have a good dividend and I already have some shares. I would not be overweight in WCP. Is there a different oil stock you would suggest instead of WCP?
Thanks for your always great advise.
John
What do you think of my strategy and what are your thoughts on the 2 companies.
Thanks for your always great advise.
John
What do you think of my strategy and what are your thoughts on the 2 companies.
Q: If you had to buy 3 income positions today what stocks would they be.?
Please put your answer in order of best to less.
Please put your answer in order of best to less.
Q: Dear 5i Team,
After the recent great run up in equities you had graded highly(thank you), I’d like to move some profits to fixed income to keep close to the 40% FI.
What type of fixed income you think is most undervalued lately? Any ETFs on Canadian or US markets, any geography, graded from lower to higher risk.
Regards,
Carl van Rossum
After the recent great run up in equities you had graded highly(thank you), I’d like to move some profits to fixed income to keep close to the 40% FI.
What type of fixed income you think is most undervalued lately? Any ETFs on Canadian or US markets, any geography, graded from lower to higher risk.
Regards,
Carl van Rossum
Q: Is it undervalued at its current share price. Does the new president give you any concerns.
Q: I sold crew at a large loss 6 months back based on your concerns of its large debt and possibility of complete collapse. What is driving it’s recent resurgence in price lately. Has your opinion changed?
I held on to lxe which price has been declining steady of late. Should I continue to hold or would would sell and a buy of Suncor for exposure in oil be recommended?
I held on to lxe which price has been declining steady of late. Should I continue to hold or would would sell and a buy of Suncor for exposure in oil be recommended?
Q: I own substantial positions in both TOG ( breaking even) and WCP (40% profit). Is there any reason to not sell TOG now and purchase WCP as opposed to waiting for the deal to close in 2021? Thank you for your assistance.
Q: Hi 5i,
Questor is confusing to me and I hope you can help me to understand it better than I do now.
In September, 2018 it was at approximately the level it's at now - around $2.20. But then, starting in September, 2018 it increased fairly steadily and had more than doubled to over $5.00 by mid February this year, before plunging straight down to $1.30 or so in the COVID sell off. The chart looks like if COVID hadn't come along it might have continued the upward trajectory. However that didn't happen and, unlike many others that declined hard and fast in February/March of this year, Questor's recovery has been halting - its only gotten back to about where it was in September, 2018 and not close to its pre-COVID level.
Bringing me to my confusion: Something positive appears to have been motivating buyers for the 18 months preceding the precipitous COVID decline and I wonder both what those positive factors were, and why (whatever they were) they haven't taken hold again? I wouldn't have thought that Questor's business would be COVID sensitive going forward from the February drop, but perhaps it is in some way?
The CEO was quoted in today's FP as saying that the just announced carbon tax increases will be good for "our industries", which implies they'll be good for Questor. Could it be?
Hoping you can provide some insight.
Thanks!
Peter
Questor is confusing to me and I hope you can help me to understand it better than I do now.
In September, 2018 it was at approximately the level it's at now - around $2.20. But then, starting in September, 2018 it increased fairly steadily and had more than doubled to over $5.00 by mid February this year, before plunging straight down to $1.30 or so in the COVID sell off. The chart looks like if COVID hadn't come along it might have continued the upward trajectory. However that didn't happen and, unlike many others that declined hard and fast in February/March of this year, Questor's recovery has been halting - its only gotten back to about where it was in September, 2018 and not close to its pre-COVID level.
Bringing me to my confusion: Something positive appears to have been motivating buyers for the 18 months preceding the precipitous COVID decline and I wonder both what those positive factors were, and why (whatever they were) they haven't taken hold again? I wouldn't have thought that Questor's business would be COVID sensitive going forward from the February drop, but perhaps it is in some way?
The CEO was quoted in today's FP as saying that the just announced carbon tax increases will be good for "our industries", which implies they'll be good for Questor. Could it be?
Hoping you can provide some insight.
Thanks!
Peter
Q: Over the next six to twelve months, would you recommend Suncor or Whitecap as a resource play and why. Thanks
Q: Hello, with the recent announcements around the vaccine there has been an uptick with energy related equities including Seven Generations. What are your thoughts, would this be a good entry point for this stock? Thanks!
Q: Hi 5i Folks,
Whitecap Resources was removed from the TSX Composite some time ago due to low market capitalization. Recently the company purchased two other small cap energy companies. This should increase capitalization with the additional shares (and share price). My question is: When does the TSX consider adding WCP once again and what is the criteria it uses to decide? Do you think the inclusion to the index will bump up the share price?
Whitecap Resources was removed from the TSX Composite some time ago due to low market capitalization. Recently the company purchased two other small cap energy companies. This should increase capitalization with the additional shares (and share price). My question is: When does the TSX consider adding WCP once again and what is the criteria it uses to decide? Do you think the inclusion to the index will bump up the share price?
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Fortis Inc. (FTS $71.25)
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Brookfield Renewable Partners L.P. (BEP.UN $38.39)
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Algonquin Power & Utilities Corp. (AQN $8.42)
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Northland Power Inc. (NPI $18.26)
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Boralex Inc. Class A Shares (BLX $26.18)
Q: Hi,
In a recent question from Jacques about renewable energy, you respond:
We would suggest; BEP.UN, AQN, BLX, NPI
Where does FTS fit in this list?
I own BEP.UN and FTS and considering selling FTS and replace with any of the other 3. Would you agree with such a move? What would be your ranking of these 5 companies in order?
Thanks
In a recent question from Jacques about renewable energy, you respond:
We would suggest; BEP.UN, AQN, BLX, NPI
Where does FTS fit in this list?
I own BEP.UN and FTS and considering selling FTS and replace with any of the other 3. Would you agree with such a move? What would be your ranking of these 5 companies in order?
Thanks
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Hess Corporation (HES)
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Exxon Mobil Corporation (XOM $122.65)
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Suncor Energy Inc. (SU $62.61)
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Canadian Natural Resources Limited (CNQ $47.12)
Q: Can you please suggest best ideas to replace XOM ie large cap dividend paying oil. Can be Canadian or US. Looking for similar or a little more beta.
Thanks.
Thanks.
Q: I am down significantly on VET and thinking about dumping it and moving money into WCP. What are your thoughts?
Q: For the long term, which renewable power companies would you suggest for a RRSP and a TFSA?
Q: How do you feel about the latest earnings report? They raised the dividend, usually means that they are confident about the future, tempered by the fact that they had cut it by over 50% a couple of years ago.
Thanks
Keep safe
Thanks
Keep safe
Q: Hi Gang
Can you give me your top five small cap Canadian renewables at this time?
And in your opinion will they have more growth since Joe Biden was elected?
Thanks MB
Can you give me your top five small cap Canadian renewables at this time?
And in your opinion will they have more growth since Joe Biden was elected?
Thanks MB
Q: Presently hold Enbridge shares in a couple different accounts. ENB is down considerably from purchase - would like to sell as tax loss. what would you recommend as a solid replacement.
Q: The way the three stocks have been rising lately, from their current stock prices, is it likely that the stock price of these three companies will go up by approximately 50% in the next 6 months or so, the reason for the question is I am looking at buying now and selling in 6 months time and make some quick profit. Dividend is not a consideration at all. Any other companies you can suggest for 50% increase in stock price in 6 months?