Q: Your thoughts on the company and latest quarterly results. Thanks
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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: If you had no exposure to the oil and gas sector, would you be a buyer of some Canadian companies at this time? Or would you be inclined to wait out some of the tariff noise? If so, what conservative large cap companies would you focus on? Thanks, J
Q: Hi 5i
1) What portion of NG is sold to USA versus LNG Canada (soon) and domestic consumption? 2) Canadian oil sands withstood negative oil prices for months - but it still flowed (and hence required condensate) - to what extent do you think Condensate (ARX/TOU) will be affected if there is reduced oil flow from Canadian oil sands. Thank you.
Glenn
1) What portion of NG is sold to USA versus LNG Canada (soon) and domestic consumption? 2) Canadian oil sands withstood negative oil prices for months - but it still flowed (and hence required condensate) - to what extent do you think Condensate (ARX/TOU) will be affected if there is reduced oil flow from Canadian oil sands. Thank you.
Glenn
Q: Hi team,
What could be the implications for this company with Trump's 10% tariffs on Canadian energy? TVE is very profitable with oil prices at these levels but it's stock price has taken a hair cut over the last two weeks.Would it be "wise" to dollar cost average now or wait for the dust to settle?
Many thanks from a "not so happy shareholder"
Jean
What could be the implications for this company with Trump's 10% tariffs on Canadian energy? TVE is very profitable with oil prices at these levels but it's stock price has taken a hair cut over the last two weeks.Would it be "wise" to dollar cost average now or wait for the dust to settle?
Many thanks from a "not so happy shareholder"
Jean
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Williams Companies Inc. (The) (WMB)
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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Energy Transfer LP (ET)
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Enterprise Products Partners L.P. (EPD)
Q: How would you rate these today for a buy?
Q: cnq stock hitting 52 week lows your opinion please. any red flags ,buy sell hold. thank you
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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MEG Energy Corp. (MEG)
Q: How does 5i feel about the Canadian energy sector, specifically SU, MEG, CNQ, ENB? Is the recent pullback an opportunity to add to an existing position or hold for time being?
How's the outlook for the sector in the next 5 years?
How's the outlook for the sector in the next 5 years?
Q: Any reason for CNQ and MEG energy dropping?
Do you think these are a buying opportunity with a 3 year outlook?
thanks, Paul
Do you think these are a buying opportunity with a 3 year outlook?
thanks, Paul
Q: Hi 5i.
I think your preferred measure for a company's dividend payout ratio is to compare it to operating cash flow. (Or is it free cash flow? Please clarify.)
What is CJ's current payout ratio using your preferred measure? And, is it possible to see this cash flow figure in 5i's company profiles?
I think your preferred measure for a company's dividend payout ratio is to compare it to operating cash flow. (Or is it free cash flow? Please clarify.)
What is CJ's current payout ratio using your preferred measure? And, is it possible to see this cash flow figure in 5i's company profiles?
Q: Can you give your impression of the earnings report for NPI yesterday? I was disappointed in the numbers- is it worth keeping? I know it has a good yield, but do you see any meaningful growth in the near future?
Q: Can you tell me what you think of the quarterly report that came out wednesday? I was disappointed in the 10 million reduction in free cash flow. Can you tell me how many shares are outstanding and whether than number increased from last year? Also do you still expect eqrningwto double or triple in 2005?
Q: What Canadian companies would stand to benefit most if the latest Trumpian rumblings lead to a revival of the Keystone pipeline?
Q: 1 is the 8% dividend currently safe.
2. What has bumped the stock in the last week?
3. I think I may wait for another pullback but I think you are favorable as a buyer for this asset.
Thanks
2. What has bumped the stock in the last week?
3. I think I may wait for another pullback but I think you are favorable as a buyer for this asset.
Thanks
Q: Which Canadian oil companies produce the heavy crude used in US gasoline refining?
Which Canadian oil and gas companies would be most adversely affected by a resurgence of US fracking?
Which Canadian oil and gas companies would be most adversely affected by a resurgence of US fracking?
Q: TOU has been range been bound between $60 and $70 for the past 2 years. Natural gas has hovered between $1.60 and $3 over that same timeframe. In the past 6 months, gas has more than doubled to $4.10 today and yet TOU has only grown 8.5% in that same time frame. What is holding back the price of TOU ?
Q: Which electricity producers have the least solar and wind production as a percentage of overall production?
Q: Your thoughts on DJT's ask that the Keystone XL be built "now".
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Cenovus Energy Inc. (CVE)
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Veren Inc. (VRN)
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MEG Energy Corp. (MEG)
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Whitecap Resources Inc. (WCP)
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Baytex Energy Corp. (BTE)
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Tamarack Valley Energy Ltd. (TVE)
Q: While I am very overweight oil & gas producers I am not concerned as I bought several of these at under $1 which explains the overweight position. However, I do have capital losses on BTE and that got me thinking that maybe I should consolidate into the 3 best if I can manage the large capital gains tax. Would MEG, TVE and WCP be your choice? My only concern would be VRN which is currently a 7 bagger and I'd have to do that over time. Any comments or concerns with this or should I just continue to hold all. I do have a very large, diversified portfolio.
Q: INE is being bought by the Quebec government. Should I sell my shares now or hold for a possibly higher share price? In a registered account, so no tax implications, and I don't want the investment to sit idle.
Thanks!
Thanks!
Q: What is your assessment of the most recent results for PIF? What do you think of this company's prospects going forward and the safety of the dividend? What is the free cash flow of this company per share?