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: 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.
Q: I have held NPI for sometime and am down almost 8%. I know you're not a big fan of the stock currently and prefer BEP, H or FTS. That said, 9 of 9 analysts are rating NPI as a Strong Buy. None of the others are rated as highly. What are you seeing that they do not?
Q: Given the recent softening in the US energy market what are your thoughts on acquiring some producers with attractive dividend yields? For example, DVN or CTRA. Also, what are your thoughts on oil-heavy vs gas-oriented producers? Thanks.
Q: I want to sell TVE at a loss and looking for a better alternative. I already own CNQ and TOU. Can CVE be a better alternative for a tax loss selling of TVE.
Q: In the energy sector, I’m wondering which of TOU or WCP that you’d favour. I know that you have been recommending both but I’d like to sell one and buy more of just one.
Q: In a recent answer about BIR's drop following its quarterly release: "Considering strong growth is still expected in 2024, the stock's decline seems a bit harsh to us. The balance sheet also remains in excellent shape. We would be fine holding."
I'm curious if you would buy at this level or hold off for now. If holding off what would you like to see happen before buying?
Thanks-you.
Q: Their recent quarterly results on Nov 9 was as expected, the sale of their Pipestone and Dimsdale projects seem to be proceeding on target (which should substantially reduce their debt?). At 0.95 per share, do you think you'll upgrade the stock ?
Q: I've owned AltaGas for several yeras and it's finally coming back up to my ACB. I'm thinking of selling when it hits the even point and moving onto something with more growth.
Do you have any love for ALA? Or would you agree there are more enticing companies in the sector with better growth and income?
Q: I was surprised to see a decrease in revenue for Brookfield Renewable considering the industry in which they operate and the inflationary environment. Can you please explain the cause and your thoughts on revenue growth going forward. Regards,