Investment Q&A

Q: Hello: Back in 2015, I purchased a number of shares in IPL for approximately $25.00. Now they seem to be sitting at about $22.00 and there has been no significant changes for some time. Although the dividend is ok, I realize it has to be based on my purchase price, so isn't really 7+ %. I had hoped the price would increase with the recent pipline news, but it didn't. Back in 2015, these shares were considered a strong buy. How would you rate them Now?
Ken Beatty

Q: This seems like a small ETF. The yield is good and they seem to hold the large players in the energy sector. Just wondering what you think of this one for a multi year hold.

Q: Hi, how do you compare these two companies? And is it better to choose one of them or have both?

Thanks!

Q: Is this company ever going to have any revenue? With all the news that the tar sands is so dirty I would think this company could prove that their technology could help clean up the tailings .

Thanks Greg

Q: I like to add an energy company that can give a combination of growth potential and decent yield (around 4%). Between SU and GEI which one will be your pick? I know SU at market cap of $62 billion is considerably larger than GEI's $4 billion. Thanks.

Q: Please comment on SU's results released on Feb 5.Thanks for u usual great services & views

Q: Hi,

I have enough cash to add one of these two. Would you suggest one over the other or is this 6 of one and half-dozen or the other choices?

Thank you.


Larry

Q: I currently have positions in these two companies. (thanks to your guidance) I'm thinking of adding to both positions. Are you aware of any reasons why I shouldn't proceed with the purchases at this time? If you had to pick one investment over the other, which would you choose. Finally, is there another company that pays attention to the environment could have more short term upside? Thanks so much for your respected opinions.

Q: In reviewing the 5i responses to questions on these 3 companies you seem to favour BEP. In examing the numbers for the last 5 years through Morningstar I noted the following:
2015 16 17 18 19
AQN .30 .33 .37 .38 .79 EPS
6.53 7.14 7.62 6.40 12.9 ROE%
4.60 4.55 5.10 4.18 6.44 ROIC%
BEP. .01 -.23 -.18 .13 .31 EPS
.05 -1.08 -.81 .53 1.34 ROE%
1.86 1.85 1.70 2.82 3.26 ROIC%
NPI -.07 .64 .85 1.46 1.67 EPS
-1.85 15.7 22.1 35.6 39.6 ROE%
1.7 4.7 5.7 6.3 6.6 ROIC%
Both AQN and NPI would seem to have significantly stronger results (ROE%, ROIC%). What key data points do you look for in this investment sector? Your thoughts on your selection criteria would be appreciated.

Q: your comments on jse

Q: Good morning team i wanted to hear your opinion on the recent downgrade Thanks

Q: Do you think that Vermillion's dividend is safe if oil and gas prices hold steady, or fall by a small amount? Approximately how much do you think that oil or gas would need to fall in price for VET to need to need to cut its dividend?

Thanks,
Ishay Friedman

Q: Which of these two stocks do you think has a better prospect for recovery within a 1-3 year time frame? Even with TOU's superb management and execution, it seems to be on a similar trajectory as GUD: a great stock for your grandchildren.

Thanks.

Q: At 1.00$ and a 10 % yield it seems incredibly cheap but SGY was a top pick on BNN.Could you comment seems inherent with risk

Q: Hi,

My average cost of AltaGas is $28/share. Would you continue to be patient or would you sell and move the cash to a different option?

Thanks,
Robert

Q: There was an anylist on BNN a couple days ago that mentioned aqn has huge potential for organic growth through current project in production coming on line thru 2020 & 2021. Could you look into this and provide growth projections thx

Q: With the recent weakness, I am considering averaging down my cost of ERF. It is currently .5% of my portfolio. What do think ?

Q: I have both MPC and VLO. I understand that VLO is purely a refiner and not hostage to world oil prices, but MPC does have some exploration and production assets.
1. Is my understanding correct?
2. If yes, to what extent are MPC’s earnings and cash flow DEPENDANT on oil prices? I am trying to assess the extent to which MPC’s prospects are completely out of MPC’s control.
3. Are dividends well covered?
4. Is interest coverage adequate?
5. Based on your view of each of these company’s prospects going forward, is each of these companies worth holding?
6. You previously (Maureen December 9) you identified MPC as a beneficiary of the new rule requiring ships to use more refined oil. Is VLO also a beneficiary?

Q: I have been holding shares of Freehold Royalty for 4 years - they seem to be heading downwards - what is your opinion on this company - hold or sell.
Thanks for your help- Hanna

Q: Hello 5i Team
I am looking at adding funds to the small/mid cap energy companies, as I already own my desired holding in the majors (CNQ, IMO, SU) as a base position.

I am reviewing the royalty plays Prairie Sky Royalty and Freehold Royalty as potential companies due to the royalty companies having no exposure to operating costs/risks.

Please provide your opinion which is the better company of the two to purchase or should I split the dollar amount between the two companies? Should I wait till the Q4 results are published (Feb 10 for PSK, unknown for FRU) before making my final decision?

I note that CN Pension trust through Rife Resources Ltd. and Canpar Holdings Ltd. has a related interest, however I could not find how many shares CN Pension trust actually owns. Would you be able to provide the ownership of FRU by CN Pension trust.
Is there a major shareholder of PSK?
Thank you