Q: With the decline in oil and natural gas prices would like your opinion on the future of these holdings. Down a fair bit at these prices. Is their upside if the lng expansion begins shipments?
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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: Hi 5i - VET has been dropping like a stone for a while now! I have a small position- would you add to it here or hold/sell? Any better options in the energy sector?
Thanks, Neil
Thanks, Neil
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Marathon Petroleum Corporation (MPC)
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Occidental Petroleum Corporation (OXY)
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Imperial Oil Limited (IMO)
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Tourmaline Oil Corp. (TOU)
Q: With lng Canada online soon, things are looking good in the years ahead for Nat gas Price in general but there is also a recession risk if we dont get a soft landing. My question is would you be confortable holding a full oil&gas positions atm or keep a decent cash position like mr. Buffet .
I'm not sure how big of an impact a recession might have on the Sector given whats ahead with current lng development and the Sector being already depressed as it is, how much further down could it go if we do get the recession
I'm not sure how big of an impact a recession might have on the Sector given whats ahead with current lng development and the Sector being already depressed as it is, how much further down could it go if we do get the recession
Q: Hello,
Hydro One seems to be going up quite a bit. Do you think the valuation is much higher than fortis and Emera? If so, i was thinking of selling Hydro One and moving the monies to fortis or Emera. Any comments; thanks very much
Hydro One seems to be going up quite a bit. Do you think the valuation is much higher than fortis and Emera? If so, i was thinking of selling Hydro One and moving the monies to fortis or Emera. Any comments; thanks very much
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Brookfield Renewable Partners L.P. (BEP.UN)
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Tesla Inc. (TSLA)
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Generac Holdlings Inc. (GNRC)
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Enphase Energy Inc. (ENPH)
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Harvest Clean Energy ETF (HCLN)
Q: Acknowledging that 5i may not agree with my opinion here, if one were to believe that Solar-Wind Battery Storage systems will eventually be cheaper than Gas / Coal / Nuclear, etc. power, would BEP.UN be the best investment choice?
With regards to the above, are there any other Canadian options - even an ETF - for holding within a non-registered account. I'd want to avoid that T1135 form !
With regards to the above, are there any other Canadian options - even an ETF - for holding within a non-registered account. I'd want to avoid that T1135 form !
Q: Source seems interesting as an energy play not tied to a single producer. Do you have a general recommendation and, if so, a recommended price?
Q: Good morning,
I read that Enbridge cut its pipeline tolls by more than 10% in late August due to competition from the TMX pipeline. Will a cut of this size have a significant impact on ENB earnings? Which do you consider a better investment at this time: ENB or TRP? Thanks as always for your advice.
I read that Enbridge cut its pipeline tolls by more than 10% in late August due to competition from the TMX pipeline. Will a cut of this size have a significant impact on ENB earnings? Which do you consider a better investment at this time: ENB or TRP? Thanks as always for your advice.
Q: With the downward trend of OIL -what effect will it have on the yield of ENCC ? etc?
Q: Any reason why Topicus just seems to maintain close to highs as the market corrects? I want to add to it but it isn’t easy here. Should I just give up and buy in or wait further?
Q: SMR from $2 to $16 To $8 .. do they have anything? I don't see any real projects. Who is building the SMRs for OPG? Would they be worth looking at?
Thanks for all you do. Danny-boy
Thanks for all you do. Danny-boy
Q: CVX has been dropping since 2022. Is there a problem here? XOM and SU (I hold all three) have been increasing. Should I drop CVX? I have at least a five year window, 78 year value investor who can wait for a turn around.
Q: Looking for updates on these three. As usual would think the possibility of higher returns comes with more risk…how would you rank them for total return 3-5 years?
Q: Could you please comment on these two news pieces (1) the recent earnings last week on NG Energy (GASX) and on(2) this new recent announcement
https://www.globenewswire.com/news-release/2024/09/03/2939523/0/en/NG-Energy-Announces-Plans-to-Accelerate-Sinu-9-Development-and-Brokered-Private-Placement-for-Aggregate-Gross-Proceeds-of-C-30-Million.html
and what the outlook for the stock is based on those 2 pieces of information.
Based on your last write up do you still "consider it and interesting small cap sector stock."? albeit risky.
Thank you.
https://www.globenewswire.com/news-release/2024/09/03/2939523/0/en/NG-Energy-Announces-Plans-to-Accelerate-Sinu-9-Development-and-Brokered-Private-Placement-for-Aggregate-Gross-Proceeds-of-C-30-Million.html
and what the outlook for the stock is based on those 2 pieces of information.
Based on your last write up do you still "consider it and interesting small cap sector stock."? albeit risky.
Thank you.
Q: You last commented on SES over 3 months ago so I wonder if you could provide an update. Most notable since then was the release of their Q2 earnings on 30 July. These were well received by the Street with the likes of Raymond James, BMO, ATB and NB all raising their price targets.
Thanks as always.
Thanks as always.
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iShares S&P/TSX Capped Financials Index ETF (XFN)
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BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
Q: Please provide a hedged financial EFT for earning about 10% for the first year, including both dividend and capital gains. Please also provide a Canadian one.
Q: Looks to be some INSIDER buying in ENB. In particular Mr. Williams the former Suncor CEO. Does 5i see this as well?
Thx
Thx
Q: I was wondering which Canadian oil companies are poised for a gradual transition from oil to renewable energy in our economy.
Q: Hey can I get your take on this company’s latest results and drilling success. I feel it is at an inflection point and under-followed as evidenced by no question history at 5i :)
Thanks
Thanks
Q: What is the short and long term outlook? Is the government hostile to oil?
Q: Could I please get your thoughts on PXT, Parex Resources. It looks like the stock went down over 23% yesterday, August 29, 2024. In it's current state do you think they can maintain there current dividend or an cut may be imminent? In your opinion what would be a better comparable stock to invest in?