Investment Q&A

Q: Why are the renewable energy companies performing so poorly for so long (more than two years going by BEP.UN, BLX and INE, for example)? With all governments around the world all pushing for clean energy and yet these companies' SP performance are not reflected in the TSX? Thanks.

Q: Ever since it announced on Jan 30(after markets close) that Q4 production exceeds guidance and that it may drop in Q1 due to poor weather,Erf had dropped some 5.81%.Reports on Feb 22. Please comment & U opinion on the co. Buy-Add/Hold/or Sell. Txs for u usual great services & opinions

Q: Hi guys at 5 i's

I know that nat gas prices are in the doldrums and if this mild winter continues nat gas is not going to get much of a bid. But Tourmaline TOU is getting down into the mid $50 again and the last year or more whenever it gets back down there it usually doesn't take long to go back to the mid $60's. I own a core position in TOU because of the dividends and the chance that if nat gas goes up for some reason (problems in exporting LNG from Qatar/freaky cold weather, etc.) that TOU will rock upwards. Still I am tempted to trade some additional shares of TOU. I was doing that with ARX but sold out of ARX in the $21.50 range not long ago and I am waiting for a under $20 share price on ARX to get back in. Where do you think TOU might bottom out if nat gas stays low all year because I can't see it going much below the mid $45 range.

Q: Hi, comments on the quarter?


Thx

Q: In regards to the comment of the energy sector being very very cheap.
If you had zero exposure to the energy sector, and only cared about total return and growth.
What would be your 4 top picks to research?

Q: Now that Trans Mountain will soon be in service, are there specific oil producers or energy companies that 5i think may benefit the most to the bottom line and share price.

Best regards,

Tom

Q: If natural gas averages $2 for the entirety of 2024, could $pne choice there almost 10% dividend?

Q: acquisition news looks interesting fair value 8.70, analyst targets 11.00
would like your view on this one.
many thanks

Q: I have been noticing that more so than ever questions have been directed to you in regards to energy related stocks as opposed to tech, do you think that is a reflection of sentiment shifting towards value vs growth from the retail end?

Q: I own these energy stocks and some are on the plus side and others are on the losing side. I've been waiting for quite some time for the Chinese economy to take off, but it seems to go nowhere ? I would like to trim some of my holdings. Please place them in order of what you would keep down to some you would let go. Maybe you could code them as 10 being the best and 1 as being the worst. Thanks.

Q: Good Morning,
Of the two stocks listed above, which do you see having the best total return in the next 3-5 year, and a brief explanation of your reasoning.
Thank you,

Q: Hi team,

What do you think in general about the oil&gas transportation sector ?

Grateful for your views on the companies above for strong growth ? Would you buy any now ?

Deduct as many credits as you see fit.

Have a good day,

Jacques IDS

Q: Which natural gas companies not affected by USA pullback on LNG

Q: I gambled on these 4 energy stocks last year and other than Pine Cliff Energy I'm down around about 1/3. I'm thinking of averaging down. What would you do if you owned these 4?

Q: Would appreciate your top heavy oil producers in Canada and rank the best buy for long term hold. I have listed a few above . Thank you

Q: Can you provide current assessment and upside opportunity. Can you list pros and cons for this company. Would you buy here, it looks extremely cheap.

Q: Please comment on Hme's update today,and U current opinion on the stock.U last opinion was on Oct 11/23 Thinking of buying so u advice please, Txs for U usual great services & advices

Q: TMP will be up and running end of February
890,000 barrels a day.

Who will benefit the most ? Will it be Heavy Oi ?
Noticed the spread from WTI and Select is starting to narrow.
This is good for our Oil Industry. ?

Who will buy TMP from Government. First Nations or a Utility or someone else.

It will have a huge price tag. Your thoughts please

RAK

Q: Good afternoon,

The Globe and Mail reported that the Trans Mountain pipeline is scheduled to start in Feb 25.

Although the news of the opening is already baked into the market, are there any undervalued energy stocks that you could recommend as a good addition to the energy sector of a well diversified portfolio that may well benefit from the opening of the Trans Mountain pipeline in the next few years?

Tank you and I'll await your recommendations.

Q: hi,
I own these as a basket of these smaller renewable stocks ( I own other larger names including Brookfield renew. as well ). the share price of these is struggling. what are your current thoughts on the balance sheets, growth prospects etc. If possible could you rate as a buy, hold,sell, and flag any that are in significant financial difficulty. my feelings are to just hold them all, perhaps a few get takeover offers, and prices move up when rates go down?
cheers, chris