Investment Q&A

Q: What is your opinion on this new etf. What type of weighing if it's ok. Looking solely for income.

Is trying to do options for myself a better thing to do? Selling covered calls on say CNQ SU CVE. TY.

Q: Today Brian asked about the dividend rate for this pref. share.
You have indicated that the rate is .307
I believe the correct rate is 6.525%.
Can you please explain.
Thanks

Q: Regarding Brian’s question:
I can’t find a press release, but I think this issue was in fact scheduled to reset on Dec 1 , 2023
Pembina website shows a dividend rate of 6.525%, presumably based on par at $25. This would run until Dec 1, 2028.
Adds up to about $1.63 per annum or $.4078 quarterly.
Stock closed at $20 so if bought at that price would effectively yield about 8.16%.
I apologize if my math or info is incorrect, but this is worth rechecking I think.

Q: I have not been in oil for years but am reviewing the matter for diversification. But here we are with 2 wars going on , OPEC+ cutting prices , Russia selling oil at discount , the world awash with oil and excess production, governments pushing green. Economists ( gotta love those guys ) were talking peak oil and $200.00 pbl. not that many years ago. So why should I want to buy a commodity with such lousy metrics ?

If I do take the plunge I’m looking at these 3 large caps. IMO has long been a well run company and I like to align myself with the American masters who keep on doing buybacks. CNQ is also shareholder friendly and well run. SU has a 100 years of reserves, an attractive retail operation but continual operational issues.

What is your view on oil long term and your favourite of these three ? Thanks. Derek

Q: Do you think PPL would be a decent buy and hold considering it might buy into the trans mountain pipeline.

Q: Will soon have manditory withdraw of funds from a RIFF. Please rate these for sale with some reasoning.

Q: What is your opinion on the prospects of Cenovus(CVE) and Ovintiv(OVV) over the next 5 and 10 years ? What are your thoughts on selling them (old stocks that could be sold for a tax loss) and replacing them, as a long-term hold, with some Brookfield stock (BN, BEP and/or BIP)? If you favor that, which Brookfield company would you recommend be given the greatest weight ? Or is it better to hold onto those oil and gas stocks for a while?

Q: Hello Peter,
What is driving Aecon stock? It is ticking upwards slowly. I am thinking of keeping it for dividend and some upside.. Any thoughts please? Also, Ivanhoe Electric.. Is it a good time to take a small position? Any idea why the stock shows different statuses on tsx versus nyse.. Sometimes it does not trade much on tsx and other times the values are different eventhough i take into account exchange rates. Thanks very much

Q: This company is not a producing lithium mine can you tell me if it has any distinctive advantages or near term catalysts over similar companies in the lithium space or any news about a partnership with a senior mining company.Held this now for 2 years should have sold now down about 15 % do you see anything on the horizon in the next 1–1.5 years to rationalize keeping it Thank

Q: Appreciate thoughts on this small cap. Nation bank has a $15 target on it. Thanks

Q: All other things being equal would you switch from Chevron to Canadian Natural resources?

Q: After peaking at 15$ Pey seems on a steady drift,have held for awhile and look at adding as it seems to have good fundamentals- do you see a lower continuing

Q: what do you think about today's $850 million medium term notes offering

https://www.capitalpower.com/media/media_releases/capital-power-announces-850-million-medium-term-note-offering/

Q: Your thoughts on the ENB news out today?

Thx

Q: For long term hold in non registered account, which would be your choice between PPL and TRP?
Thanks

Q: I currently hold CVE and TOU and want to add a pipeline to round out my holdings in the energy sector. Which pipeline company would you recommend?

thanks,
Paula

Q: Could you rate these company's expected performance over the short and medium term( next 3 years)? Which would you sell first for tax loss purposes? Thank you

Q: Imperial is doing a modified Dutch auction. I know in general in past comments you seem to have suggested not tendering to these offerings, I think at least in part because if you still believe in the company then after the shares are bought back you own a bigger piece of a company you already like? What is the opposite side of this decision, why do people tender to these offers? Are you aware of anything in this particular offering that makes it attractive? (As an additional wrinkle, if I read the details correctly, if the shares are held by an IOL employee in their company savings plan, the disposition would be considered a dividend for tax purposes as opposed to a capital gain). Any thoughts appreciated.

Q: Any thing to note from the quarterly report on Questor? Looks like some cash bleed?

Q: Hi 5i, for sector alignment, I need to sell one of KEL or PHX.
I am up 45% on KEL, and up 33% on PHX. No tax issues as they are both in TFSA.
Which would you recommend to keep for a 3-5 year hold.
Thanks for your advice.
T.