Investment Q&A

Q: Thinking to sell Encana.Want to stay in the sector and looking for companies with a stronger growth profile.Already own Vermilion.Do you have some recommendations?

Q: Which of the following has more upside in the following 3 possible scenarios:

WTI price 50ish
WTI price 57ish
WTI price 65ish

BNS Canadian Banks Autocallable Notes

BTE,BNE,SGY,WCP,VET, CJ, SU, CVE,
Feel free to add stocks you might see as relevant to consider
thanks you
Yossi

Q: Is the 8.6% dividend sustainable? What is their actual payout ratio?

Q: Whats 5i's perspective on HSE for integrated play ?

P/E, BV,PtoS, DY+ PayOutR and D2E all look impressive.
Would ROE and profit margin be issue with upcoming MEG acquire ?
regards

Q: Can you recommend a lower yielding, but higher growth dividend ETF?
Tks

Q: Mike Rose (founder and CEO) has been buying TOU stock often during most down turns in the price over past months. What is your opinion of his continued buying of TOU stock? Sincere interest or merely a stunt to halt the slide? Other suggestions? Thanks.

Q: Hi 5i: You recently answered my second question on MEG Energy - specifically that it was trading at approximately 13% below the value of the Husky offer. It doesn't seem that this has changed much in recent weeks - and I don't think Husky has raised their bid. I don't want to own Husky, so based on documentation sent by RBC Direct, I have to chose between, (a) selling the shares in the next few days or, (b) a cash option that reads "To receive C$11.00 for each share of MEG Energy Corp tendered, subject to proration." [This option is for "Non-Electing Shareholders (Non U.S.) only. I am Canadian, residing in Canada, and I hold the MEG shares in my RRIF.] Could you advise which option I should select? I don't have the data to calculate the proration amount. Your assistance would be greatly appreciated. Roland T.

Q: I would be interested in adding an oil name at this point and wondering in what direction you would point me. It should be quite liquid, Canadian, worth over $5/share and be 'best in class' to handle whatever happens next in the oil market. Thanks!

Q: I have a small position in SGY and am considering buying an equal position in YGR.
Your opinion please?

Q: A number of questions on lately on this stock. A few top picks and some say not to buy. What is your opinion on cash flow to maintain the dividend? The call options seem to indicate higher price down the road.

Q: Can I get your thoughts on Imperial Oil at current valuations?

Thanks,

Joe

Q: Hi Peter,
How much exposure do each of these have to the lack of Alberta Pipelines issue ? What order would you initiate new postions in these ?
Thank you.

Q: This title covers oil transport/storage infrastructure
thus not affected by WTI acc to promoters since its revenue is from transporting fuel. Dividends 8-10%. Despite transporting/storing only it suffers greatly from WTI price fluctuation. Half of 27% loss is recovered from dividends, any insight in this MLPA structure??
Art

Q: I hold ENB and recently read that the state of Minnesota has appealed the approval of ENB's line 3. What are your thoughts on this ? Is the appeal likely to be successful? I am thinking that if the appeal was successful that the impact to ENB stock would be huge.

Ken

Q: If oil sector re-bounce,which stocks have more upside.What is your outlook for crude oil in 2019? thank you.

Q: I am wondering about the sector allocation of these two SU and PKI. Given that they are both vertically integrated could they each be split between energy producers and consumer discretionary some how. It will create some room in the energy sector for a couple of more companies like WCP and VET. If SU and PKI could be split what would the split be on each one.

Q: Peter and His Wonder Team
I am a common share holder. I have been away for awhile. Could you please explain what in happening to TDG with this takeover. What will happen to my shares? Thank you!
Ernest

Q: I am interested in energy infrastructure ETF, preferably, trading in the US. This would include any energy pipeline ETF. The two I know are MLPX and AMLP. Any preference between these two ? Any others that you recommend in this space?

Thanks kindly.

Q: With fintech companies possibly disrupting banking, is there an ETF that could capture the upside? I know SQ, VB and others are extremely volatile, and one or more will likely win big, but I don't have to bet on a single company.

John

Q: Considering selling vermilion to capture the tax loss and I realize today is the last day. If I was to sell it today would I still qualify for the debit and that was just declared? In other words is it the sell date or the settlement date what qualifies for ownership of the stock for dividend purposes.