Investment Q&A

Q: Good morning 5i; I would appreciate your assessment on the stock performance of NEE in the medium term based on the no/slow growth announcement today. The stock has dropped 8.2% on the news, which ironically was the same day it was selected for Morgan Stanley's dividend playbook. I hold it for modest growth and $US dividend diversification. I'll likely swap out if I conclude it has the hallmarks of an underperformer.

Q: AOI was sharply lower today. Do you see any news or have any info. Thank you

Q: Hi Peter & team: Long time member- Great service - Thank You!
With regards to Hans' question about Brian Acker's views on Market call- I took it as more of an issue about when cash dividends in $ paid out per share are greater than EPS. Brian used BCE and ENB as examples of an early sign of trouble and one should avoid such situations. You have handled this in the past (very well) Can you provide us a refresher on the opposing view ? If I remember correctly the net is basically "dividends out greater than EPS is OK, but not forever " Thanks in advance.

Q: TRP or ENB and why?

Q: Can you see any particular reason for this stock to do the nosedive it has taken the last week or so? I have not been able to find anything anywhere. Thanks. H.

Q: Hi 5i Team,

How do you feel about this company as an income play? It has a high yield but being that oil and gas is a nationalized industry in Colombia does this make the company very high risk?

Would you be buyers for a small income position or would you stay away?

Thanks for all you do!

Q: Has ath said what their plan is for all the cash they are holding? Is unusual for a company to hold this much cash and not specify what they are going to do with it?

Q: Hi, I own Parex, Gear, Trican, Pason, Advantage and Prairiesky in small percentages for this sector . Collectively, I am about breakeven. I would like to consolidate into two or three holdings. Of these, what would be your preference? Overall total return is the objective.
I have also seen Terravest mentioned as a favourite compounder in the same sector in the Q&A, Is this a new entity or did they do a recent name change from a former company. Is this a more preferred name vs the others mentioned?

Cheers,
Steve

Q: Only 2 questions on ARR in archives and both old. Can you give a quick review on how investible this small renewables royalty company is after 2 years of operation? What alternatives would you suggest if you feel there are better opportunities (either other renewable royalty companies or individual companies such as BEPC)? Thanks for all you do, John

Q: WTI Oil is up substantially in the past two days but most Canadian oil stocks are down. Any reason for this?

Q: Can you characterize these two utility companies? Wondering in how much difference/overlap there may be, geographic exposures, etc.. Would you have a preference considering allowed regulatory growth, dividend safety/growth? Thanks!

Q: i have listed some cdn oil companies, i own ath and cpg. my question is with oil at 91. none of the above companies or all cdn or u.s oil companies stock price even comes close to an oil price of 91., most are 25-30% below where they should be. they are coining so much cash it defies description.
why is this and will it ever change or is this the environment re oil and gas-dirty fuel etc we just have to live with. dave

Q: Is it time to buy energy stocks? If so, what 2-3 holdings do you suggest? In the past I've successfully owned TVE, WCP and SGY. for growth. I currently own CNQ and have held it for years as an income stock. Thanks.

Q: I am a long-term buy & hold type of investor. There are 3 companies in my portfolio with renewable energy assets--AQN, BEPC, NPI-- with percent weightings in my portfolio of 0.7%, 0.9%, and 0.8%, respectively (2.4% in total). I have an unrealized loss with AQN of ~$40,000, and so was thinking of crystallizing the loss-- temporarily shifting the proceeds to BEPC--with a plan to re-buy AQN in >30 days. HOWEVER, given that AQN is planning to divest its renewable energy assets (correct?) and given that I have lots of other utility exposure (FTS, EMA, with these 2 securities totaling 3.5% portfolio weighting), perhaps it would be better to just keep the proceeds from the AQN sale in BEPC (and perhaps also upping the NPI holding somewhat), and not bother re-buying AQN in >30 days time. With the general caveat that you are hesitant to give "personalized" advice, how would you handle this type of situation?

Ted

Q: Do you think TVE or CPG is the better investment at this time?

Q: Can you please give an updated opinion on VLE. It is not reacting well to the rising price of oil, Thanks

Q: Interested in a switch to bep.un from npi; your comments please.

Q: What's the reason for PXT's big 5%+ drop and big volumes today?

Q: Hi

Have a 33% gain on ATH.

Would you let run or change to VDE for safety.

Also this is would be in my cash account. I know the withholding tax would apply to the dividend but no big deal.

My goal is to reduce my Canadian holdings.

Thank you for your time

Mike

Q: Good evening, I'm interested in adding to my existing SU energy position. I have a full position in ENB and am wondering if it isn't a good time to reduce ENB and add another company like TOU or CNQ. I've been in both before and done well. The yields are lower than ENB but there's more chance of capital gain. I realize ENB is more utility than energy so there's a bit of apples to oranges in this question. I'm a chicken retiree who wants safety, yield and the chance of gain. Thanks, as always.