Q: Thoughts on this after the U.S. offering which led to selling. Do you still see upside over the next few years if this was bought around 44 dollars? Has anything changed in your thesis about this company? Thanks!
Q: I currently own above mentioned stocks and looking to add another gas producing company/S with strong fundamentals and future prospects especially with regards to lng accessibility. Recommendations? Thanx.
Q: Hello 5i, I am watching BNN today Nov 11/25 and they only advertise Oil and Natural Gas prices that are not what Canadian producers get for there products sent to the US.
Is there a link to a web site that compares the differences on both commodities on a daily bases. WTI 61.02 WCS ? Natural Gas 4.56 Canadian Producers ?
Could you also indicate what the difference was on Nov 11/25 for both.
Q: Hi not impressed with NRGI am down 20% and have been invested since inception.
Also up 20% on ARX and even on TOU+ down 35% on LMN thinking of selling ARX and NRGI + LMN and buying more TOU and CSU/CLS What's your thoughts on this change going FWD
Q: Today Northland Power sank by 27% and the dividend was cut by 40%. A couple of years ago Algonquin Power cut their dividend twice.
Both companies are in the renewable energy sector.
Another company that is involved in the renewable energy sector is BEP.UN.
What is your opinion about the prospects of BEP.UN going forward ? Is this company facing any risks like those faced by NIP.UN and AQN ?
Would you add or hold the shares of BEP.UN at these levels ?
Q: In a recent question highlighting the large premium given to BEPC vs BEP.UN, you responded that the stocks are “economically equivalent”. If that’s the case is it reasonable to expect the prices to align more closely with time? I hold BEPC in a non-registered account. Tax considerations aside, would it make sense to sell BEPC from my non-registered account and buy back BEP.UN in a registered account to take advantage of the current large discount?
Q: Hi 5i Team,
Pls comment on Northland Power quarterly earning report and future prospects.
Very surprised they cut the annual dividend to 0.72 from 1.20.
I own this stock in my income portfolio,
Would you hold or sell?
Q: What’s your take on Baytex’s announcement of a sale of their Eagle Ford assets. As a longterm holder currently down 45% I’ve been patiently waiting for a turnaround. It has definitely been moving in the right direction for months and much speculation surrounded the need to divest American assets to be the catalyst for further recovery. Where do you see this stock over the next year or two?
Q: Did ARX provide a reason as to why production guidance was lowered? Also, looking for your thoughts on the company as a long term investment. It is one of my core Nat Gas holdings along with TOU. What do you like about the company and what do you dislike about the company if there is anything to dislike. Also, would you suggest another company in its place that has better long term prospects.
Q: hi folks, can please get your updated thoughts on Rockpoint gas storage rgsi/t, since IPO and Q2/26 results (end 30/9/25)....are you positive on Natural Gas going forward into 2026, and rate the stock as Buy/Hold/Sell,,,,thx as always, jb
Q: Can you comment on POU's valuation, growth, and apparently short position (TMX has nearly 6% with 15 days to cover - it is net cash! Thanks for all that you do - John
Q: Hi, can I get your take on ACT Energy Technologies. I have held a small position for a long time and am wondering if it is worth hanging on to. Do you see any near term catalyst for the stock price? Thank-you.