Investment Q&A

Q: hi, can I get your thoughts on the price action of BEPC. today down over 3%? any reason? was there a large sell order by a large institution/investor? i may be biased, but I have seen quite a few days like today on this equity, which seems odd as it is not a growth name, more of a stable slow growth dividend grower? share price now below 2020. I'd appreciate your thoughts on this one, as a dividend grower, and slow-medium growth equity going forward. is there more beyond the effect of higher than before (but still pretty reasonable on a historical basis ) interest rates. and, do you see a theme in these cdn stalwart dividend companies ( eg banks, telcos, utilities) mismanaging things when rates were low, poor risk management etc, getting caught up in the frenzy of low rates and locking in bad management decisions? the hit on BEPC and all these seems excessive to me? appreciate your current thoughts.
cheers, chris

Q: Company had good Q4 report back on March 5th. SP went on a run up to the $11.00 range, then sold off and has been in the mid to high $9’s since. Would appreciate your analysis on their recent quarter and how you see the performance of this sock over the next 12 - 18 months. Thank you in advance. Stan.

Q: I am thinking about swapping out BLX for ENB. I am holding the investment primarily for income. May I get your take on which you prefer as a long term hold? Thanks very much.

Q: your favorite small cap heavy oil producers in canada.
thank you

Q: Do you have any insights into GXE? It's oddly holding at .64 despite Oil rising and other companies moving higher. Beyond the dividend cut and strategic review flop, is there anything else you can add about their prospects? Thanks.

Q: I have core positions in all Brookfield entities. I've read a lot lately about higher demand for electricity and the need to expand electricity production capabilities. Are there other firms directly involved in the building out and monitoring of electricity supply, either nuclear or conventional that I should be looking into?
Thanks in advance. David

Q: Peter and His Wonder Team
I have been a loyal share holder for years and am down of course. These results look good...However...please tell me... if they should help the stock price knowing of course there is not guarantee only favourable odds. In other words does it have any kind of future progress or is my loyalty really unwarranted. Your opinion is always of great help...thank you immensely.

Q: What did you think of their latest quarter , future growth and shares at the current price ?

Q: Please update the current situation of Chord's take over of Erf. When is the expected closing date? What is the take over value for Erf.Please show u calculation. Are there others interested eg Devon?Your last advice was to hod,what is u advice now?Note that price of Erf and Chord have risen since announcement around Feb 22.Of course Wti price have risen quite nicely since then. Txs for u usual great advices & services

Q: Hello Team,
Which of these would you prefer for best total yearly return going forward and why?
Thanks,
Barry

Q: Good morning all
TVE has been rising nicely. Do you still see this as a buy, if not is there another oil/energy company you would recommend for growth.

Q: Greetings:
Yesterday, March 25 you gave a good rundown on Tve in answer to a question from Norwood. I bought 1850 shares on March 7, 2023 @ 4.11. The reports by 5i and others at that time were very encouraging, as they are today. It went down and stayed there all year, until very recently. It is cheap compared to some other oil names-- Agree or no?. I am interested in buying more but need your opinion. The other very important matter is from Ink Research who today reports that there is a short squeeze on TVE. Could you please provide the % of shorts? Doesn't it seem odd that there would be a short squeeze. ? If you agree, would it be better to wait until it settles down? I await your valued input. With thanks, Ben.

Q: Hi Folks,
My understanding of Ai is that it requires or will require a lot of energy and storage. Am I correct in stating that? Can you provide me with a few names in each category that you feel would be a good buy today for a long term hold.
Thanks

Q: Hi,
NPI stock is down almost 10% today on the following news "NPI announced a CEO transition, with CEO Mike Crawley stepping down and chair of the board of directors John Brace moving into the role of interim CEO."

It seems that some investors are not happy with that move... Since it is supposed to be a "transition move" I do not understand the market reaction that seems exagerated...

First question: Am I missing something?


Second question: With what we know now at what price would you feel that NPI is a real bargain?


Thank you

Michel

Q: Would appreciate an analysis of this Oil company after their earnings this week. The price seems stagnant at the $.77-79 range. I own a 3% position and like the dividend.
Look forward to your view.
Thanx Gary

Q: Thoughts

Q: I would like to sell BEPC for a tax loss. I am looking for a proxy that is of the same quality. I do plan to eventually rebuy BEPC after the 30 day period. Any ideas?
thanks

Q: What is your opinion about selling pne or bir to increase my position
in alv.
alv is down significantly and currently has a fantastic dividend

thank you

Q: What is the breakdown of their business model, meaning it is an oil play company or a natural gas company. Also is the dividend payout sustainable. When can the company start hitting their debt target to start buying back their stocks like the other oil and gas companies.

Q: The buyback program was started on January 2024. Do you see the dividend raising too. Does it have a strong natural gas play to enhance their revenue once the natural gas price increase. Will Transmountain pipeline and LNG pipeline comes on line will increase their revenue. All the points I mention above, will the stock have a re-rating.