Q: Following up on a question from Larry posted earlier today, but from a different perspective… Actual receipt of dividends is less of an importance to me and my focus is about the long-term prospects for a company (and of course, the increase in its share price). What is your view on NPI going forward? Do you see reason to view it favourably and to keep as an investment, or is it time to take the loss and move on? Please provide some of your analysis for your conclusion. Thank you for your excellent service.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: We’ve seen a decline in stock price steadily since about Nov. 21,and a significant drop today. It looked promising after the Parkland deal . Do you see any reasons for the way it’s acting?
Philip
Philip
-
BMO Equal Weight Oil & Gas Index ETF (ZEO $83.99)
-
iShares S&P/TSX Capped Energy Index ETF (XEG $20.78)
Q: I would like to purchase an energy ETF. XEG is a Capped Energy Index while ZEO is an Equal Weight Index. What do you prefer & why. Thanks … Cal
Q: Nextera Energy (NEE) released a lot of information today! The new partnership with Google sounds good with NEE building the power plants to power Google’s new data centers. I think the new power contract with Meta is also good and the new natural-gas-fired plants are needed. But NEE is spending big dollars and is pulling back on dividend growth in 2027. Would you be able to share your thoughts and concerns with NEE’s plans? Would you add shares today? Or would you prefer to invest in companies winning the contracts to do the actual builds? Thank you.
Q: I have a position in Akita Drilling. It has done really well and it is paying down debt. What would be a catalyst for the stock to capture more interest? Would you add to it at this price level? Do you think I should switch to another small cap in energy?
Q: With lack of liquidity being an often mentioned issue at Strathcona…..I understand the float will be increased significantly first half of 2026.Does this make the shares more attractive here?
Q: What’s your best guess on a timeline for the company declaring a dividend ?
Philip
Philip
Q: hi all
what are your thoughts on ENCC. Is its dividend sustainable?
thanks
Joe
what are your thoughts on ENCC. Is its dividend sustainable?
thanks
Joe
Q: After staying subdued for most of this year, Energy names have seen a nice uptick over last few weeks, despite Oil prices still languishing below $60 level. NG is also holding steady above $5 level.
We presently own only ENB, in the sector ( which acts more like a utility ).
Do you see indicators that after a long period of underperformance, the sector is displaying strong signs of a sustained recovery and it's not too late to start ownership ?
If you believe so, would you start with large cap names like SU and CNQ - Any one or Both ?
Thank You
We presently own only ENB, in the sector ( which acts more like a utility ).
Do you see indicators that after a long period of underperformance, the sector is displaying strong signs of a sustained recovery and it's not too late to start ownership ?
If you believe so, would you start with large cap names like SU and CNQ - Any one or Both ?
Thank You
Q: Seasons Greetings 5i team, I would appreciate an update on your thoughts regarding CentrePoint Energy in light of today's announcement with Palantir and the launch of the software platform Chain Reaction.
-
American Electric Power Company Inc. (AEP $116.63)
-
Duke Energy Corporation (Holding Company) (DUK $117.43)
Q: Do you have a preference between AEP and DUK? My objective is to add some stability and balance to an otherwise aggressive portfolio. I looked at FTS and EMA, but I have limited understanding of the Canadian market. If you believe a Canadian utility offers better growth potential, I would appreciate your insight and any suggestions you may have, given this objective. (Canadian taxpayer; this is for a tax-deferred acc).
Q: Since the last question on Peyto in mid November the stock continues to increase. At the time you indicated nothing specific regarding the company but an industry increase. Is the rationale the same and would you add at this point.
As always thank you
Jim
As always thank you
Jim
Q: US listed, decent dividend, what's your opinion?
-
Suncor Energy Inc. (SU $69.61)
-
Canadian Natural Resources Limited (CNQ $49.47)
-
Whitecap Resources Inc. (WCP $12.00)
-
Tamarack Valley Energy Ltd. (TVE $8.78)
Q: I hold these companies in the Energy Sector. Both TVE and WCP have had a great run over the last quarter. Would you stick with these two names or would you be trimming profits?
Thanks
Tim
Thanks
Tim
Q: Anything moving the junior oilers in your growth portfolio. Maybe with the talk of a new west coast pipeline?
Thx
Thx
Q: Hi Peter and Team,
This is a political/economics question. What are the chances of the new pipeline being built? As I understand, no company has expressed real interest yet. I also read that Enbridge has excess capacity, and that they're willing to utilize it.
In any event, is there anyone who, in the short term, will benefit from this uncertainty?
Thanks as always for your insight.
This is a political/economics question. What are the chances of the new pipeline being built? As I understand, no company has expressed real interest yet. I also read that Enbridge has excess capacity, and that they're willing to utilize it.
In any event, is there anyone who, in the short term, will benefit from this uncertainty?
Thanks as always for your insight.
Q: Back in the spring I bought into WCP at about a 1% position, which worked out well (so far). I am considering bumping this up to about a 2% position. Do you have any information about their payout percentage and how low oil could go before the dividend is at risk? I would appreciate any other general comments about WCP, and in particular, would you buy today.
Thank-you
Thank-you
Q: This is a one on one interview with Grant Fagerheim CEO of WhiteCap Resources. Very informative. An insight into the mind of a CEO in the Canadian Oil Patch. Definitely worth the watch.
https://youtu.be/X-M5lqT_8Ow?si=xon_dSEL6ykJNpdP
https://youtu.be/X-M5lqT_8Ow?si=xon_dSEL6ykJNpdP
Q: Can you comment on Strathcona outlook?
-
Strathcona Resources Ltd. (SCR $26.73)
-
Whitecap Resources Inc. (WCP $12.00)
-
Baytex Energy Corp. (BTE $4.54)
Q: Looking for a long term hold with some growth, some dividend and no gut wrenching volatility. What do you think of my choices? Do you have a better choice?