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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In the Energy sector, ENB has done quite well over the past 6 months. The opposite has occurred for the producers, such as CNQ and CVE. Is it worth rotating from pipelines like ENB into the producers?
Read Answer Asked by Mike on September 30, 2024
Q: The information provided to Tom on September 23 made me wonder about this company, specifically that it’s operating earnings has not covered its dividend for the last 12 months.

I am not a fan of EBITDA which you consider to be a better indicator of the financial situation. Does not INTEREST affect cash flow and the ability to pay dividends ?

You indicate that cash flow varies widely with water levels and electrical generation. With climate change ( drought and floods ) being a significant factor to operating cash flow, should I not be concerned ?

BEP.UN is close to 10 % weighting across my different accounts.

Thanks. Derek
Read Answer Asked by Derek on September 26, 2024
Q: My Suncor holdings have grown nicely since I bought during Covid and enjoyed the rise where we currently match the 2018 highs.

BUT: what would drive further growth for SU share price? I am not looking to hold for dividend only. To me there are headwinds of increased regulatory hurdles, inability to get access to new large pipelines and the socially dim view of anything "oil". Thoughts? Any better bets on energy?

Thanks! And may your day be bright!
Read Answer Asked by Marilou on September 25, 2024
Q: Can you identify of the 10 top oil companies in Canada which ones receive WTI vs WCS oil pricing? How would you rank these companies for both risk and total return?
Read Answer Asked by David on September 25, 2024
Q: I missed the recent pop in CEG although I've done quite well in Vistra which I still hold. Other than Vistra, what USA stocks would you recommend for an AI-related energy play? I'm thinking GEV? Thank you,

Jason
Read Answer Asked by Jason on September 23, 2024
Q: Hi 5i team,

My question is on CNQ. They have a dividend growth rate of something like 20% annually over the past 20 years, which is remarkable.

Realizing that past performance is no guarantee of future returns, how would you evaluate the company's dividend growth prospects for next 20?

If you were to assess it on a confidence scale of 1-10, based on what you know of the company, what would your assessment be?

Thanks!
Ryan
Read Answer Asked by Ryan on September 23, 2024
Q: With the opening of three mile island for Microsoft. AI will require huge amounts of electric power, Is this a potential area of investment?
Which companies will benefit?
Read Answer Asked by Anthony on September 23, 2024
Q: Hi, could you please rank these stocks from best to not as good. Also was thinking of replacing one with CNQ. for more growth, as I may have too much overlap? 3+ year hold . Your thoughts, Thanks
Read Answer Asked by Brad on September 23, 2024
Q: According to my Portfolio Analytics, I should raise my investment in the areas of Consumer cyclical and utilities.

Can you recommend your top 3 picks in both Cdn and US stocks for these sectors?

Thank as always.
Read Answer Asked by Kevin on September 20, 2024
Q: I hold the 3 following oil companies in my portfolio
WCP, with a small gain. Current price $10.32
TVE, with a small loss. Current price $3.99
Royal Dutch Shell, with great gain. Current price $68 USD.
Would you see any of these as a sell today? Please rate them from the most preferred to sell to least preferred to sell at today prices.

Read Answer Asked by Anh on September 19, 2024
Q: I'm looking at PEY and FRU for dividend income, and possibly a little appreciation. Their recent price doesn't seem to be too effected by gas/oil prices going down -or are they perhaps offset by interest rates going down at the same time? Could you compare these; do you have a preference? How high a risk are they? What is a good entry point for both? Thanks!
Read Answer Asked by Pat on September 18, 2024
Q: The performance of these two Oil & Gas stocks have been a disappointment of late and thus far this year...
What are your thoughts on these stocks and holding them for awhile longer until gas prices increase or biting the bullet and switching to ARC Resources and TOU?
Thank you.
Read Answer Asked by Francesco on September 18, 2024
Q: What do you think of FRU.ca vs NPI at these levels for a long term hold? Are there tax consequences for a royalty company I should be aware of?

I own CNQ, ENB, CPX, H and a little HSP already but I'm finding it hard to resist the dividends (and hopefully growth) of FRU and NPI. Should I add to one of the companies I already own or buy NPI or FRU as well?
Read Answer Asked by Graeme on September 18, 2024
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