Investment Q&A

Q: Good morning 5i team,
Which would you buy PEY or BIR ?
Thanks,
George

Q: Hi guys,

Two questions so please deduct the appropriate credits:

1 - Is the energy sector now purely a trade going forward? Are the days or steady production growth gone given how volatile the price of energy can be? It seems like there are ample opportunities for trades, but buy and hold, unless its a pipelines seems to be finished for now at least. Agree or Disagree?

2 - Looking to add some consumer discretionary to my portfolio for a recovery. Deciding between QSR and ATZ. I like the size of QSR and the dividend, but ATZ has lots of growth potential in the U.S. and Internationally and my wife likes their clothes!! ;) If you had to choose one, which would it be?

Thank you,
Jason

Q: I read a report that indicated that short positions in Algonquin were increasing of late. Can you briefly explain the short thesis?

Q: I have losses on ERF and ARX, thinking of switching them to one or combination of CNE, SU and TOU or any suggestion you may have for less risk and better recovery. Your opinion please. Thanks

Q: Hello 5i,
I am a 74 buy and hold income investor investing for dividends with some growth positions.You wrote on October 2 that Cu was OK for income. Are you still OK with Cu for income or should I sell then add to Fortis, NWS, SLF and QSR?
Thank you
Stanley

Q: While favouring ENB and PPL, I can’t help but find some of the U.S. pipelines of interest. Is HESM an acceptable alternative? Which others? Thanks!

Q: On Topaz and oil/gas royalty companies in general, how do these companies do if oil/gas prices were to recovery from here? Would this be a good proxy for the trade?

Q: I am looking for the 10 year share price history of this stock. could not find it anywhere. my ACB shows $ 70 plus, was it that high ?

Q: Hi
We are considering tax loss selling ENB -- we've only lost about 8% on ENB. This is because of the trend towards renewables. We don't rely on the dividend, although it is quite good at over 10%. You said ENB plans to continue to increase the dividend going forward. But if the stock price doesn't rise as a result of policies of the new US Administration, or if it goes down, would that cause ENB to reconsider their high dividend? What would cause ENB to adjust the dividend? It is a nice buffer to a drop in share price.

We are also interested get concerned and and replacing it with SEDG. You mentioned on 3 Nov that you "would consider it a 'slow' buy with a partial position into the decline. The shareholder base may churn a bit on these results and it might stay week for a month or so." Do you still hold to this view?
Given the renewables trend, we are considering moving from ENB to SEDG.
Thanks once again for your very useful advice.

Q: Hi Team!

Can you advise on 4 or 5 names in the energy sector you would recommend?

Q: It looks like lots of improvements in the Sector which small cap stocks will benefit
most?

Q: Hi Peter/Ryan, I'm a 63 year old conservative investor and I've held CNQ from 2010 where I bought it at $34.00 where it's been a roller coaster since then and as you know it dropped to about $12,00 in March. I've held it for the dividend and since it's back to where I first bought it in my unregistered account I was thinking of selling it and transferring it to my TFSA and not taking any loss. How much upside do you see it having from here and do you think it's still worth holding or would you invest the money elsewhere, if so what is a good replacement for it. Thanks as always for your insight and the great service we get from you guys. Nick

Q: I own these three energy stocks. They are now in the positive, WCP up 74%, CPG 12% and TVE 7%. I think I'll keep WCP a little longer based on your answer to an earlier question, but with respect to the other two, should I just be happy I'm green again and cut and run? Or, do you see them rising with the sector in the coming period of positivity? Thanks!

Q: I have a large position in Whitecap with TD Waterhouse and am doing very well as it increases in share price. Please outline a "trailing stop loss" strategy that can protect my gains.

Q: Good snowy morning team,
I've owned WCP for the last year and am now ahead 25% since the stock price "took off" two weeks ago.I realize there is much optimism in the market since the positive announcements on vaccines.Is the stock ahead of itself or should I take some $$ of the table.Analysts have a 4.25 high target price.
Many thanks,
Jean

Q: Given the recent activity in the oil & gas sector what, to your mind, is the probability of an overlooked, oversold, unloved company like Obsidian recovering to even $2.00 within the next 6 months?

Q: What are your thoughts on this company? It pays a nice dividend and is trading below it's book value. Is it a buy? Does it have much debt?

Thank you.

Q: Would welcome recommendation for a renewable energy TSX/NASDAQ ETF ? Any preference between AQN or NPI ?

Thx

Q: would any of you happen to know who the main refiners are of jet fuel whose share price has been decimated but could rebound if the jets and planes start suddenly flying again in a year or two . Thanks a lot.

Q: Why do you like both FTS & AQN?

Does a raise in interest rates kill this sector?

Would you agree that FTS has a PE of 20 compared to a PE of 30 for AQN?

Would you also agree that a large BAM position allows you to participate in BEP without investing directly in the stock?

Thank you,
Nick