Investment Q&A

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

Q: Given the probable outcome of the U.S. election and the continued push on green energy what names would you suggest that would benefit the most.

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.”

Q: Hello,
What do you think of ARX?
Thanks!

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

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

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?

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.

Q: How will this election result enb. future. thx

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

Q: With the Biden as US president, how will that affect companies like TRP. and the like in the next few years? Thank you

Q: Can you comment on Tourmalines acquisitions and is it a buy right now?

Q: Is it time to cut my losses and bail on this one? To put it differently, in your professional opinion, what are the chances this stock ever hits $30/share again?

Q: Please comment on earnings release. Thank you.

Q: They reported today. I'm in on this stock at $7.00. Just wondering if a three year hold will give me some capital gain or would you just move on and put into something that will make a profit.

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?