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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 noticed that SU and ENB were mentioned by your team as safe in capital preservation and dividends. Some analysts do point out that ENB has a high debt and therefore they conclude it is not as safe. Is this correct ?. In terms of safety, and long term investment (at least 5 years) which one would you preffer ?
Would you allocate 5% to each in a conservative porfolio ?, or less than 5% ?,
thanks
Read Answer Asked by Alejandro (Alex) on August 20, 2019
Q: Hi 5i-
Given the current state of energy sector and especially the oil companies in Canada what is the likely possibility that a company like Torc oil and gas could/would go bankrupt. Is this possibility something that is also influenced by a low share price. (I remember Teck Resources stock falling very low during 2015/2016 and heard talk of this, but later 2016 the stock recovered.)
Currently long term holder of Tog but down -75% thinking about averaging down but would value your opinion on this or better to sell and move on. There are no tax advantages as in an rrsp from many years ago.
Thx
Read Answer Asked by jim on August 16, 2019
Q: What is your view of Peyto today, its still making money and the monthly report from the CEO Darren Gee for July 2019 puts a value of the shares at over $20.00.(Tangible Infrastructure $8.20/share + Reserves $27.07/share - total Debt $7.21/share). But here we are today it went below $3 for the first time. What happens if it stays below $3, do any mutual funds or ETF's have to sell?
Thanks,
George
Read Answer Asked by George on August 16, 2019
Q: I noticed in the news that the Koch brothers have just sold their interests in the Alberta oil sands. And it was a Canadian company who bought them. I find it a worrying sign that so many foreign companies have sold. It could be I suppose because they see more interesting plays elsewhere. But one would think that the Canadian companies who bought might see those same opportunities and put their money there. I would appreciate hearing your opinion on this, if it falls within your mandate.
Thanks as always for the great service you offer
Read Answer Asked by joseph on August 16, 2019
Q: Hello Can I get your analysis on NextEra. It seems to be comparable to Bep.un which I hold, but bigger. I am looking at this for a long term investment. If you think this is a worthwhile investment, would there be a particular time of year to buy or just jump in and slowly accumulate to 5% weighting? Thanks
Read Answer Asked by pietro on August 14, 2019
Q: Could I get your thoughts on Surge. Seemed their latest financials were pretty good. I appreciate the sector is out of favour but todays stock prices for Surge seem to be extremely over pessimistic. You would think oil will still be a very necessary commodity for many years to come. So are we looking at some algorythm or something fundamental which I missing to cause the downward spiral this company seems to be in?
Read Answer Asked by Phil on August 13, 2019