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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: Dear 5i team.

Debating which utilities are still good value, now that there has been a bit of a bounce over the past few months.
I'm considering cpx vs npi, but happy to hear if you think other names have more in the tank as these two seemed to have recovered in lock step.

Many thanks for your help.
Read Answer Asked by Arthur on May 28, 2024
Q: Greetings 5i,

My portfolio is well established with many blue chips and large cap tech companies. However, I keep a small seperate portfolio for interesting "moonshots" and I recently I took a small intial position in OKLO, small nuclear reactors, for a 5-10 year hold.

What are 5is houghts on OKLO?

What is Sam Altmans involvement?

additionally..

SEC FILING for OKLO STATES ".... Peter Thiel are the members of the investment committee established by Mithril II GP".

What is Thiel's involvement?


Thanks for the help over the years :-)

Cheers!
Read Answer Asked by Duane on May 28, 2024
Q: AI requires greater electrical power to operate. Which utility companies are positioned to benefit from this boom in Canada and in US? Could you please provide a list? Thank you!
Read Answer Asked by Esther on May 27, 2024
Q: Me thinks that spaceship that fearless leader Blaarg is piloting is actually an elaborate can of worms. In 10 years time, according to some environmentalists, we earthlings may be drowning in our own carbon-laced pollution, unless a better solution to or energy needs can be met. As a pessimistic Albertan, I suspect most of us will still be driving evil combustion engines in 2034; however, I am hopeful that there are some game changers in the energy horizon - maybe not Canadian - that may save the planet. Do you have any suggestions we can put on our watchlist? I'm waiting for 5i to beam me up !
Read Answer Asked by Lionel on May 24, 2024
Q: Hey can get your take on these two companies for income and just general value? I know they are different sectors but both compelling yield. Which would you prefer overall. I don’t really care about small cap risk just which do you prefer? Should I just own both. What did you think of their recent quarterly results? Feel free to take 2 creds here thanks.
Read Answer Asked by Scott on May 24, 2024
Q: Do you recommend holding Enerplus until the close of the deal ? Are there restrictions on ERF insiders and employees on selling their CHRD shares as soon as the deal closes ? If I do not stick with CHRD, I would like to keep these funds in O&G. What are your favorites in this sector. I own WCP, CPG, TOU and the pipelines. ERF is currently held in a TFSA. Thanks.
Read Answer Asked by Mark on May 24, 2024
Q: Hello 5i, I own Enerplus but do not want the CHRD shares there is a special dividend to be paid payable to shareholders of record at the close of business on May 30, 2024 . The ex-dividend date for this payment will be May 30, 2024 . The Special Dividend is intended to equalize the amount of quarterly. The transaction of the takeover is I think May 31/24. Would I be able to sell my shares May 30/24 and still qualify for the special dividend?
Read Answer Asked by Michael on May 24, 2024
Q: "I'm considering lightening up on my energy (oil) holdings and transitioning to some core renewable energy names as it seems to me these companies have a bright future and are currently "out of favour". I'm having trouble determining which renewable energy companies are valued best that also have the best growth prospects. Which names does 5I believe are "best in class" renewable energy companies currently trading at fair multiples with good growth prospects".
Read Answer Asked by jeff on May 24, 2024
Q: What is the short list of companies traded on the tsx
/tsxv that benefit from support and growth of the electrical grid and power generation. With the push for heat pumps, EV's etc I see future growth in this sector with growing demand.
Read Answer Asked by Tim on May 23, 2024
Q: I have just sold all our shares in SPB:CA despite the high dividend. It has been languishing for too long and I'm sure there is a better investment somewhere in the energy industry.
It was our only stock in the energy industry and we should replace like for like.
What are your best suggestions for the next 3-5 years for total ROI in a RIF?
Read Answer Asked by John on May 23, 2024
Q: Why did the price of oil increase dramatically between Dec 2023 and April 2024? Where is the price of oil going next?
Read Answer Asked by Ron on May 22, 2024
Q: I have a question about name changes. In your experience if/when a Company changes its name does this help or hurt. My question is specifically about Veran (Crescent Point Energy). Now I have held this Company stock and options for a long time and made lots of money on it. Also lost some along the way. They have been slowly changing their operations to be very positive ie: no more Saxberg and serial aquisitions. Now they have decided to change the name and the stock has not responded very well. I grew up on a farm and found you may dress up a pig but it is still an oinker after the dress-up. Thanks Gordo
Read Answer Asked by gord on May 22, 2024
Q: In an earlier question you mentioned that although you disliked giving targets for entry points, you suggested $37 for BEP. That's $10. below its current price: does this mean that you expect further drops? My concern is only that, because of my age, time in the market is limited, so waiting for recovery is less feasible than it was when I was younger.
Read Answer Asked by M.S. on May 22, 2024
Q: Hi,
Considering we a likely to see a continued increase in demand for Nat Gas given the number of LNG ports being brought online in the US, which would be your picks if looking to partake in what might be future gains and over what sort of period would you expect these potential gains to evolve?
Many thanks for all your insight!
Dawn
Read Answer Asked by Dawn on May 22, 2024
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