Investment Q&A

Q: with rates coming down would one average down? what is latest on Co. they were trying to sell assets?

Q: I currently own Enbridge. I am considering selling ENB for Pembina. Enbridge a 7.2% dividend, is so large now, it will take a lot to move its needle. Whereas Pembina has a smaller dividend but is a bit more nibble and perhaps has more upside for it's stock to move higher. Would you agree?

Q: What's going on with CEG lately? Any news regarding the recent drop?

Q: Thoughts on recent quarter?

Q: ENERGY SECCTOR; Some analysts are predicting $40 oil should Trump become president while others say you can’t base portfolio changes on who might become president. I am overweight energy and for the most part like things as they are …. And given the fact that a lot of what happens on the markets is based on guesses about the future with varying degrees of sophistication, I am prepared to modify my energy position.
I would appreciate 5i’s opinion on. The likelihood of $40 oil should Trump win but I believe he will strengthen the market in other ways.

So do you believe $40 oil is likely?
Would it drag down oil company share prices significantly? Could you predict some of the parameters?
Any other thoughts that might be pertinent to my thought process?

Thank you.

Q: This sentence comes from an Goldman Sachs article. What are some examples of the “Utilities” companies referred to here? ….he sees more room for the AI theme to run and expects AI beneficiaries to broaden out beyond just Nvidia, and particularly to what looks set to be the next big winner: Utilities.

Q: What are your top 3 oil and gas stocks in Canada?

Q: What is your opinion of this company today?
Thanks for all you do.

Q: BIR has been moving up YTD, more than TOU. Would you take this opportunity to take a loss and switch to TOU?
You said Yes to a similar question in June, but could BIR be a takeover target, how probable? Thanks

Q: Good day 5i. Which of these two energy dividend companies would you prefer, PrairieSky Royalty (PSK) or Freehold Royalties (FRU). Currently the dividends are PSK 3.5% and Freehold 7.6%. Thanks.

Q: your opinion on vle please.
thank you

Q: With the decision today that the ICSID refused to hear Transcanada’s case, what do you think the impact on the stock price will be?

Q: I need to decrease my energy and energy related exposure. Thinking of the next 3 years, can you recommend 2 stocks from this list to sell? Or am I better off to just sell a portion of each one?
SU CNQ TOU ARX ENB TRP PKI
Thank you

Q: your view on kei please
thank you

Q: Calfrac Well Services crossed my screen. Can you give me an in depth analysis in this stock, insider buying, financial ratios, management , and industry. Will it ever catch up to Precision Drilling’s success? what do you like or dislike about it ? Buy , sell or hold?

Q: hello 5i,

looking for your ideas re : a few ETF recommendations.
1. One would be for US defense holdings.
2. Agricultural, either international or N. American.
if there are individual stocks that would better than an ETF by all means please advise.
thanks so much.
Ralph
Hi 5i,

Second half of question. Could you please recommend one or two ETF's covering the following categories.
1. A pure play natural gas ETF.
2. Any basket ETF covering the Honk Kong exchange?
You guys are the best!
Thanks,
Ralph

Q: Tourmaline has been on a slide recently. I am looking for a bounce and will be selling my position and would have thought the excessive heat in the US and parts of Canada would have supported the price of Nat Gas and thus Tou. That hasn’t happened.
Could you provide your opinion on the short term, 3-6 months, price of Nat Gas and Tourmaline’s stock price?

Q: What is the path forward for CLS . Still a buy or wait for earnings to come out? Would like your opinion on the big drop in natural gas prices? Thank you.

Q: I am retired and in an income based RRSP your thoughts on switching ARC, SUNCOR and TOPAZ to the higher yielding EMAX and or ENCC

Q: I am underweight in resources, thinking TVE or WCP...your thoughts on which of these two and perhaps a couple of US midcaps recc...thank you for all that you do.