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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: I am assuming that the recent increase in weight of BEP.UN (Income Portfolio) is also an endorsement to accumulate BEPC since they are supposedly “equivalent”. EPS forecasts for BEPC appear as grim as for BEP.UN, with increasing losses forecast for ’24 and ’25. In a recent Q&A on BEP.UN it was stated EBITDA is more relevant than EPS since it’s a limited partnership. BEPC is not a limited partnership so should it be valued differently? I don’t recall ever seeing a stock begin to trend up in the face of falling 2-year EPS forecasts. 5i has cited the expected decline in rates as a catalyst, but there must be other factors contributing to the rising stock price - perhaps rising revenue, confidence in management, …?
Read Answer Asked by Paul on October 01, 2024
Q: ENERGY. It’s been whacked!

I have a number of energy holdings. Not selling.
But have set aside funds to add.
Timing is tough. BUT what is your assessment of the risk/ reward now ? Favorable … or wait ?

Thanks. Always appreciate your perspective.
Read Answer Asked by Donald on September 30, 2024
Q: The information provided to Tom on September 23 made me wonder about this company, specifically that it’s operating earnings has not covered its dividend for the last 12 months.

I am not a fan of EBITDA which you consider to be a better indicator of the financial situation. Does not INTEREST affect cash flow and the ability to pay dividends ?

You indicate that cash flow varies widely with water levels and electrical generation. With climate change ( drought and floods ) being a significant factor to operating cash flow, should I not be concerned ?

BEP.UN is close to 10 % weighting across my different accounts.

Thanks. Derek
Read Answer Asked by Derek on September 26, 2024
Q: My Suncor holdings have grown nicely since I bought during Covid and enjoyed the rise where we currently match the 2018 highs.

BUT: what would drive further growth for SU share price? I am not looking to hold for dividend only. To me there are headwinds of increased regulatory hurdles, inability to get access to new large pipelines and the socially dim view of anything "oil". Thoughts? Any better bets on energy?

Thanks! And may your day be bright!
Read Answer Asked by Marilou on September 25, 2024
Q: Can you identify of the 10 top oil companies in Canada which ones receive WTI vs WCS oil pricing? How would you rank these companies for both risk and total return?
Read Answer Asked by David on September 25, 2024
Q: I missed the recent pop in CEG although I've done quite well in Vistra which I still hold. Other than Vistra, what USA stocks would you recommend for an AI-related energy play? I'm thinking GEV? Thank you,

Jason
Read Answer Asked by Jason on September 23, 2024
Q: Hi 5i team,

My question is on CNQ. They have a dividend growth rate of something like 20% annually over the past 20 years, which is remarkable.

Realizing that past performance is no guarantee of future returns, how would you evaluate the company's dividend growth prospects for next 20?

If you were to assess it on a confidence scale of 1-10, based on what you know of the company, what would your assessment be?

Thanks!
Ryan
Read Answer Asked by Ryan on September 23, 2024
Q: With the opening of three mile island for Microsoft. AI will require huge amounts of electric power, Is this a potential area of investment?
Which companies will benefit?
Read Answer Asked by Anthony on September 23, 2024
Q: Hi, could you please rank these stocks from best to not as good. Also was thinking of replacing one with CNQ. for more growth, as I may have too much overlap? 3+ year hold . Your thoughts, Thanks
Read Answer Asked by Brad on September 23, 2024
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