Q: hi folks....opinion/thoughts on Q1 results for Surge energy Sgy/t.....net loss & lots of reasons by management.....do you have faith in management, and would you rate the stock going forward....Buy/Hold/Sell......thanks as always, jb
Q: I hold the above in a taxable account focused on dividend income. I also hold FTS separately. Increasingly I believe that there will be increased demand for renewable power to drive AI, electric charging cars etc... Do you have any recommendations that are dividend payers that would play into this theme of increased power demand?
Would you add to or remove any of the above based upon company fundamentals?
Q: SUncor has suggested that once they reach 12B in debt that they will return 75% of free cash flow to shareholders. As a shareholder I like that. My question is why wouldnt paying down debt be a better marker for shareholders? While I recognize that the Company can write off interest expense against their income, it seems incongruous.
Q: How do view Saturn Oil and Gas right now with the stock trading near a 52 week low and the company announcing an accretive asset acquisition in Sask?
(I'm thinking they bought up the CPG divested assets that were also just announced?)
A $100MLN bought deal was announced in the same release but I didn't catch the price/share??
Q: What is your opinion on Vitesse energy. I got this as spin-off Jeffereries bank, and so far it has paid good yield. thinking of buying some more.
Thank you.
Q: Hi, thoughts on Q1 results for Tamarack tve/t....looks like went from Q4 profit of +.10 per share to loss of -.06 per share???.....also guidance looks to be on the low range.....any concerns with 5i????....have larger position.....thanks as always, jb Piedmont QC
Q: hello 5i:
From both a valuation pov, and knowing these are some of your favourites, and factoring in that TOU is already owned: if looking for an "oilier" name, it appears SU has the best valuation. Not confining your reply to the listed names, would you agree with this assessment?
thanks
Paul L
Q: in what way will Enb be affected by trans Mountain pipeline?which other companies will be affected by the new pipeline?
What are your thoughts on this and will there be a sale of the pipeline and what could be the buyers?
Q: Digesting the chatter this morning on Buffet and a possible acquisition. Do you think he would partner with a Cdn pipeline and go after Trans Mountain?
I currently own 4 energy infrastructure firms in tax sheltered accounts; amounting to 7% weighting in my portfolio. As part of an overall portfolio review i've concluded I'd like to get that down to 2; for a combination dividends and growth. My question is - which would be your preferred 2 with these parameters.
I realize that there are economic arguments and opinions on both sides of the carbon tax issue specifically and climate change in general. My question is framed, I hope, in a non-political way.
I had heard Pierre Pollievre comment on using technology to combat climate change. A Google search resulted in:
In the article, Pollievre is quoted as saying: “I’ll have specific measures to do that when the time is right,” he said. “But what we say, very clearly, is that we need technology rather than taxes in order to fight climate change, and that includes carbon capture, nuclear or hydro dams.”
I realize that the next election won’t probably occur until next year, but should Pollievre become PM at that time, some stocks may experience tailwinds, while others may have headwinds.
Could 5i look into their “crystal ball” to list some Canadian stocks that might be positively impacted by a new policy, as well as a possible reverse impact on some other stocks.