Investment Q&A

Q: Please rank the five oil service companies to purchase at current SP.
Thank you

Q: Your thoughts today? Is it time to let go? What would be a couple more stable suggestion to replace it in same sector 3 to 5 years? thank you!

Q: I will appreciate it if you could provide your perspective on NPI.
What are the future prospects since the new Government in USA is not friendly for the likes of NPI and BEPC.
Is NPI a hold , sell or an opportunity to average down.
Thanks

Q: Parkland was once your favorite stock. With the recent price drop, it now offers a 4.39% dividend yield. Do you think the stock has the potential to rebound and remain a good dividend investment? I appreciate your insights.

Q: What effect do you think Trump's election and energy policies (Drill, Baby, Drill) will have on Canada's energy industry, both on the big upstream companies such as CNQ and Suncor and the smaller exploration companies such as Kelt and Tamarack.

Q: Hi 5i, given there is a high probability of "drill baby drill", what would be your top Canadian Oil & Gas service companies with exposure to the US? Thx.

Q: Hello, i have a question about renewable Company. It seems like all the company drop significantly after the election, is Trump policy negative on renewable??

Q: In view of the trump win I wonder if I should switch my Bepc in my RRIf into Sobo?
Looking for income and a little growth.
What do you think oh the idea?

Q: I recently took a position in PHX. I like that their debt is low, good history of buying back shares, major capital expenditures for the most part seem to be behind them. Seems like management knows what they are doing despite them being in what could be a volatile industry. The high dividend doesn’t hurt either (maybe). What are your thoughts on this company and their latest earnings report. Thank you

Q: Hi. Are CNQ AND WCP a buy at there current prices for dividend and growth appreciation

Q: So what do you think of Pembina’s latest earnings? Stock has a nice run. Is it time shift the cash elsewhere??

Q: Hello,

There has been a sudden drop in BEPC’s price. Could you please explain the reason behind this decline?

Thanks.

Q: Hello

What is your view on starting a new position for long term, in Constellation Energy, after Monday's 12.5% decline ?

The quarterly results and the guidance, as reported today morning, seem to be impressive, handily beating street estimates. What are your thoughts ?

Apparently most nuclear energy stocks were down today, in response to FERC decision to reject a proposal from the grid operator to ramp up the amount of power supplied to Amazon's data centre by Talen Energy. The FERC said in its filing Friday that it rejected the Amazon nuclear power agreement due in part to concerns that it could threaten the reliability of the power grid and raise energy costs for the public.

How could this impact CSG's 20 years power deal with Microsoft, which still needs approval from the NRC ?

Thank You

Q: what was your take on their earnins call and their plan of distributing the free cash flow between share buy backs dividends paying down debt?

Q: Our 3 OG names; how were the earnings and guidance from CNQ & IMO; just 1 day but IMO took a hit on Friday after anouncing #s that seemed to be good. Thank you.

Q: Comments on CNQ earning please ?

Q: Given all of the conflicting factors around the world and domestically, I am trying to organize my thinking regarding the energy sector. Can 5i please lay out some of the important issues and catalysts that may affect how we meet our energy needs in the near future. Can you also provide your thinking about the near term events that will specifically affect the North American energy industry? Including the new pipelines coming on stream shortly.

Take as many points as needed. Thank you,

Mike

Q: Hi there, would it be wise for SPB to just cut the dividend now?

If SPB cuts the dividend by 60/70 %, would that actually help the shares finally stabilize somewhat as the market is asking for this? Where would you see the share price settle based on this scenario?

Thanks!

Q: Your thoughts on the quarter please?

Thx

Q: If Trump were to win the US Election he suggested he would create a Dept overseen by Elon Musk to reduce US spending by 1/3rd. One of his targets is Green Energy which clearly he would be happy to eliminate.

How would this affect Renewable Producers like BEPC. Northland Power. Algonquin and other TSX wind n Solar Producers with operations in the US as well as other Canadian Power Generators like Capital Power and Altagas?

Would Trump go as far as to reduce the mandated usage of corn based ethanol or this would not be a target as it would hurt the US Ag industry?