Investment Q&A

Q: Has ath said what their plan is for all the cash they are holding? Is unusual for a company to hold this much cash and not specify what they are going to do with it?

Q: Hi, I own Parex, Gear, Trican, Pason, Advantage and Prairiesky in small percentages for this sector . Collectively, I am about breakeven. I would like to consolidate into two or three holdings. Of these, what would be your preference? Overall total return is the objective.
I have also seen Terravest mentioned as a favourite compounder in the same sector in the Q&A, Is this a new entity or did they do a recent name change from a former company. Is this a more preferred name vs the others mentioned?

Cheers,
Steve

Q: Only 2 questions on ARR in archives and both old. Can you give a quick review on how investible this small renewables royalty company is after 2 years of operation? What alternatives would you suggest if you feel there are better opportunities (either other renewable royalty companies or individual companies such as BEPC)? Thanks for all you do, John

Q: WTI Oil is up substantially in the past two days but most Canadian oil stocks are down. Any reason for this?

Q: Can you characterize these two utility companies? Wondering in how much difference/overlap there may be, geographic exposures, etc.. Would you have a preference considering allowed regulatory growth, dividend safety/growth? Thanks!

Q: i have listed some cdn oil companies, i own ath and cpg. my question is with oil at 91. none of the above companies or all cdn or u.s oil companies stock price even comes close to an oil price of 91., most are 25-30% below where they should be. they are coining so much cash it defies description.
why is this and will it ever change or is this the environment re oil and gas-dirty fuel etc we just have to live with. dave

Q: Is it time to buy energy stocks? If so, what 2-3 holdings do you suggest? In the past I've successfully owned TVE, WCP and SGY. for growth. I currently own CNQ and have held it for years as an income stock. Thanks.

Q: I am a long-term buy & hold type of investor. There are 3 companies in my portfolio with renewable energy assets--AQN, BEPC, NPI-- with percent weightings in my portfolio of 0.7%, 0.9%, and 0.8%, respectively (2.4% in total). I have an unrealized loss with AQN of ~$40,000, and so was thinking of crystallizing the loss-- temporarily shifting the proceeds to BEPC--with a plan to re-buy AQN in >30 days. HOWEVER, given that AQN is planning to divest its renewable energy assets (correct?) and given that I have lots of other utility exposure (FTS, EMA, with these 2 securities totaling 3.5% portfolio weighting), perhaps it would be better to just keep the proceeds from the AQN sale in BEPC (and perhaps also upping the NPI holding somewhat), and not bother re-buying AQN in >30 days time. With the general caveat that you are hesitant to give "personalized" advice, how would you handle this type of situation?

Ted

Q: Do you think TVE or CPG is the better investment at this time?

Q: Can you please give an updated opinion on VLE. It is not reacting well to the rising price of oil, Thanks

Q: Interested in a switch to bep.un from npi; your comments please.

Q: What's the reason for PXT's big 5%+ drop and big volumes today?

Q: Hi

Have a 33% gain on ATH.

Would you let run or change to VDE for safety.

Also this is would be in my cash account. I know the withholding tax would apply to the dividend but no big deal.

My goal is to reduce my Canadian holdings.

Thank you for your time

Mike

Q: Good evening, I'm interested in adding to my existing SU energy position. I have a full position in ENB and am wondering if it isn't a good time to reduce ENB and add another company like TOU or CNQ. I've been in both before and done well. The yields are lower than ENB but there's more chance of capital gain. I realize ENB is more utility than energy so there's a bit of apples to oranges in this question. I'm a chicken retiree who wants safety, yield and the chance of gain. Thanks, as always.

Q: Peter; Last question before my September 28 renewal- it seems to me that oil stocks are not in step with the price increases in oil. Are they not lagging ? Any comments would be appreciated.
Thanks.
Rod

Q: Any news that caused the drop in share price?

Q: These stocks seem to be in a serious downtrend, in the case of NPI more than cut in half. What's going on? Interest rates aside are investors just giving up on "going green"? Or are these unbelievable bargains like the Canadian banks in 08/09?

Q: Hi 5i

Is anything expected of AQN in the near to mid term to turn its fortunes around ? You've mentioned previously you consider it a hold ... how long would you monitor this one for signs of a turnaround ? Frustrated but willing to see how this plays out.

Q: Is it a buy, and if so, at what price? Thanks

Q: I see CR (crew energy) is making a massive cup and handle going back years. Is something good coming for this company? Thanks

flo