Investment Q&A

Q: For a new position, which of these 2 would you choose and why? The P/E for ENB appears to be very high; is this an issue? Many thanks.

Q: Southern Energy seems to be surging lately, is this warranted? Does it look good for a long term hold?

Q: In light of the recent acquisition from Spartan Delta how would you now rate CPG. Is it a buy at these levels?

Q: I have done very well with this Company and continue to hold their shares. Following your guidance of letting your winners run!
A recent announcement is that "Shawcor sells its Shaw Pipeline Services Business to a material services company". Is there anything that is concerning about this transaction? Is this a Company you would continue to hold?
Thank you Gordo.

Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?

Thank You

Q: With what 'appears' to be a bottoming of European and North American gas prices and the 'Saudi Put' on oil can we buy VET at these levels?

Q: With nat gas creeping up, would BIR and ARX be timely?
Futures prices are also up as far as December

Q: I'm thinking of entering into a position in Whitecap Resources. Thoughts on this as an entry point and how does it compare with the prospects of the industry as a whole?

Q: Would you hold off on adding to Atco do the the high debt levels. I don't want another Algonquin.
Thanks Gord

Q: Can you confirm for me if the price of Enbridge (ENB:CA) was above $60 in April 2015 please?

The 10 year ENB:CA chart I see on the 5i website (and on the Stockcharts website) appears to be quite different than the price chart I see in my BMO Investorline (/ Koyfin, the barcharts website, and a quick google search).

First time I’ve ever noticed something like this, so I’m just confused and wondering which chart is the correct chart to follow? Thanks for your help.

Q: Can i please have your opinion on Riley Exploration Permian, formerly listed under the name Tengasco.

Q: From a high on Jan 2021 of $62.40 to a low on March 6, 2023 of $28.63 BEPC:CA has been constantly dropping. It just now has started to recover to $35.26. Do the fundamentals of BEPC:CA enable its position now to continue grow as such, the downtrend having been due to market flux and circumstance, or just chuck it and go for more BIP. I hold BEP, BEPC, BIP and BIPC.
Thank you for your terrific insight as always

Q: Is there any reason to be more optimistic about PetroTal's prospects now that it has instituted dividend and share buyback programs?

Q: Thoughts on NAT over the next 2-3 years?

Q: Retired dividend-income investor. We hold AQN in my wife's RRSP...held it since 2011...bought it at $5.60 and trimmed it several times over the years.

I am debating whether to flush it and take the proceeds and buy ZUT. I also own FTS, TRP and other utility-energy equities contained within ZLB and CDZ.

For the "keep AQN" argument = a) good momentum YTD = +27%, b) great chart, especially with the 50 mda overlay, c) if there is a take-over of AQN, there is a probable premium of "who knows "% (30%?).

For the "flush AQN" argument = a) with other planned cash injections throughout 2023, this would improve my overall sector allocations, b) minor point, but it would simplify my portfolio, by the elimination of a holding (I hold a reasonably concentrated portfolio of 12 blue chip stocks and 10 ETF's, plus fixed income), c) I thought I read that AQN is not expected to have a high rate of growth this year, d) the holdings inside ZUT look appealing, containing both renewable and non-renewable.

I am ok letting it ride for a while longer, but also ok flushing it. Your thoughts? Am I missing anything? I know you can't compare a single stock to a diversified ETF.

Thanks for your help...much appreciated...Steve

Q: Please compare P/E’s, cash flow yield , balance sheet leverage and future growth. How would you rank in order of most preferred to not interested. Ty.

Q: Thanks for your response to my question regarding what companies SU might consider for future acquisitions given they will have a need to replace production going forward. Would you please provide explanations for both MEG and BTE as to why they would be the potential targets by SU.
Thank you!

Q: Given Conocco Phillips exercised their right of first refusal on Surmount, Suncor has options to manage their cash. Their is also comments that they need to replace production so in addition to reducing debt, buying shares, acquistions could be an option. Who do you think would be a target for them?
Thanks

Q: The dividend on Enbridge is over 7 percent. Have they ever cut their dividend? It’s pretty rich. Would you consider the price a good entry point? It’s down almost $10 from its high,

Q: Hi,
What are your thoughts on Southwestern energy? How does i5 compare to TOU? Have a great weekend.
Thanks,
Kerri