Investment Q&A

Q: How would you rank these equities for income and growth combined? Are any two significantly better than the other two?

Q: hi
I want to add to the partial position
the stock cnq has pulled back abit
what is a good entry price?
thanks

Michael

Q: Hi - you initiated a 1.5% position in PSI on Mar. 26 and then increased its allocation by another 1.5% on Apr. 9.

You were also asked a question about PSI in comparison to NOA and TVK on Apr. 1, to which you replied you like NOA and TVK.

"PSI is a much more cyclical business than the other two (TVK is less cyclical, and NOA is currently in an up cycle), which we would not be comfortable owning for the long term. In terms of total return, we think TVK and NOA could do well from these levels over the next three to five years given their cheap valuation."

Can you please clarify - what are you seeing in PSI that you like? Is it something you are comfortable owning for long term? Why did your comments seem unfavorable to PSI while you were acquiring shares in your income portfolio?

Thanks,

Q: How much of Chevron's revenue comes from Russia and how much would you estimate the stock price would drop, if Russia confiscated Chevron's properties, please?

Q: Hi Folks,
I am thinking of selling either ENB or TRP and buying CNQ as a replacement for some more growth. Which do you feel is the better stock to keep today, ENB or TRP. This would be in my TFSA.
Thanks

Q: Hi, With addition of CNQ to Income portfolio, Energy Sector exposure will go up to 12.5% (ENB, PSI, PKI, CNQ and CPD). Balanced Portfolio currently has 7.6% in Energy ( ENB-3.6%, SU-4%). If you had cash, would you increase Energy weight to at least 10%+, Today and if so, will CNQ be your preferred name ?

Also, based on the Companies' financial strength and market dynamics of Energy sector, would you consider a combined weight of 15% ( CNQ, SU and ENB ) reasonable or excessive for a Moderate to High Risk profile investor ?

Thank You

Q: What electric and what gas utilities stocks will benefit from rising electricity demand from IT and data centres?

Q: I'm interested in an energy name that I can hold for a minimum of 5 years with good dividends and reliable long term growth? I'm torn between an ETF with less volatility like XEG and an individual stock like CNQ with its higher growth? What do you suggest? Should I wait for a better season?

Q: hi folks, can you please comment on the update given by Surge energy sgy/t....$37M asset sale, paydown in debt, etc.....would U view as positive???, & rate as Buy/Hold/Sell.....stock has been a real laggard for me....thx as always, jb

Q: Hello Peter,

What do you think of Polaris? Also, can you please confirm its growth and fifth yield.?

Q: Hi there,

What’s your thoughts on the proposed deal to sell AY to Energy Capital Partners. Seems like price is too low will shareholders balk at this?

Ok thanks.

Q: Today, Monday, May 27, 2024 the approx. price for TOU is $67.21 CAD.
In your opinion is it currently trading at fair value, expensive, cheap?
What would be your estimate of a fair value price and what valuation metric are you using to determine this?

Q: Dear 5i team.

Debating which utilities are still good value, now that there has been a bit of a bounce over the past few months.
I'm considering cpx vs npi, but happy to hear if you think other names have more in the tank as these two seemed to have recovered in lock step.

Many thanks for your help.

Q: Greetings 5i,

My portfolio is well established with many blue chips and large cap tech companies. However, I keep a small seperate portfolio for interesting "moonshots" and I recently I took a small intial position in OKLO, small nuclear reactors, for a 5-10 year hold.

What are 5is houghts on OKLO?

What is Sam Altmans involvement?

additionally..

SEC FILING for OKLO STATES ".... Peter Thiel are the members of the investment committee established by Mithril II GP".

What is Thiel's involvement?


Thanks for the help over the years :-)

Cheers!

Q: AI requires greater electrical power to operate. Which utility companies are positioned to benefit from this boom in Canada and in US? Could you please provide a list? Thank you!

Q: Me thinks that spaceship that fearless leader Blaarg is piloting is actually an elaborate can of worms. In 10 years time, according to some environmentalists, we earthlings may be drowning in our own carbon-laced pollution, unless a better solution to or energy needs can be met. As a pessimistic Albertan, I suspect most of us will still be driving evil combustion engines in 2034; however, I am hopeful that there are some game changers in the energy horizon - maybe not Canadian - that may save the planet. Do you have any suggestions we can put on our watchlist? I'm waiting for 5i to beam me up !

Q: Hey can get your take on these two companies for income and just general value? I know they are different sectors but both compelling yield. Which would you prefer overall. I don’t really care about small cap risk just which do you prefer? Should I just own both. What did you think of their recent quarterly results? Feel free to take 2 creds here thanks.

Q: Do you recommend holding Enerplus until the close of the deal ? Are there restrictions on ERF insiders and employees on selling their CHRD shares as soon as the deal closes ? If I do not stick with CHRD, I would like to keep these funds in O&G. What are your favorites in this sector. I own WCP, CPG, TOU and the pipelines. ERF is currently held in a TFSA. Thanks.

Q: Hello 5i, I own Enerplus but do not want the CHRD shares there is a special dividend to be paid payable to shareholders of record at the close of business on May 30, 2024 . The ex-dividend date for this payment will be May 30, 2024 . The Special Dividend is intended to equalize the amount of quarterly. The transaction of the takeover is I think May 31/24. Would I be able to sell my shares May 30/24 and still qualify for the special dividend?

Q: "I'm considering lightening up on my energy (oil) holdings and transitioning to some core renewable energy names as it seems to me these companies have a bright future and are currently "out of favour". I'm having trouble determining which renewable energy companies are valued best that also have the best growth prospects. Which names does 5I believe are "best in class" renewable energy companies currently trading at fair multiples with good growth prospects".