Q: Your take on Whitecap’s quarter please.
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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: Hello Team,
Which of these two would you prefer and why?
Thank You,
Barry
Which of these two would you prefer and why?
Thank You,
Barry
Q: I read that ATRL owns a nuclear energy plant. I also read that many climate change groups have now accepted that nuclear energy is the future. Atkins-Realis stock price has gained almost 25% in the past 2 months. What is fueling the stock price change? How much value to you put on its nuclear plant with respect to its recent and potential future gain?
Thank you very much
Thank you very much
Q: I'd like your opinion on these two stocks in the renewables sector. Which one or both do you think is a preferred for a 5 year hold? Is there another company that may be positioned better for this sector? Thank you.
Q: AQN has fallen from grace for quite some time now.
The %Dividend Yield appears to be approx. 7.3%.
Do you see any potential catalysts/positives for this company?
Is there debt any better and can their cash flows support the high
dividend? Many thanks!
The %Dividend Yield appears to be approx. 7.3%.
Do you see any potential catalysts/positives for this company?
Is there debt any better and can their cash flows support the high
dividend? Many thanks!
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Fortis Inc. (FTS $76.99)
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Emera Incorporated (EMA $70.17)
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Capital Power Corporation (CPX $63.81)
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Brookfield Infrastructure Partners L.P. (BIP.UN $52.71)
Q: Thank you for your ranking of Canadian utilities last week-our investment club had a lengthy discussion yesterday afternoon over the rankings. I found it difficult to defend BIP.UN as first pick with 6:1 debt, meagre/erratic EPS, and growing share dilution vs CPX having similar posted growth rates, 1.5:1 debt, decent EPS and slower share dilution. Any assistance and clarification on this greatly appreciated. Thank you
Q: Does CNQ or IMO benefit from the increased capacity of the Trans Mt Pipeline ? If yes or no pls elaborate why for each. Are there any other beneficairies coming to light now that the start is near ? Thank you.
Q: I assume if liked this at 45-46 you would love it at 40-41. What are the biggest risks? The largest shareholder dumping 34 million shares?
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Fortis Inc. (FTS $76.99)
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Hydro One Limited (H $56.67)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.62)
Q: Of these three utilities, BEPC’s share price has suffered significantly more than the other two over the past year. Is there a specific reason why?
Q: Why was ENS just offered at such a low price - nearly 6% discount? ENB was unaffected. Thanks.
Q: Thinking about selling some suncor and replacing with brookfield infrastructure while it is out of favor, your thoughts please.
Q: These were two energy companies on your blog with large percentage upward revision estimates of EBIT. What is your assessment of them? Would you recommend purchasing either of them?
Q: Hi 5i
Currently own both but I intend to sell AQN to top up PSI or release funds for something new.
My question is relating to the likelihood of AQN suddenly gaining attention and being re-rated to the upside, effectively making this a timing question.
Thanks
Currently own both but I intend to sell AQN to top up PSI or release funds for something new.
My question is relating to the likelihood of AQN suddenly gaining attention and being re-rated to the upside, effectively making this a timing question.
Thanks
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Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $11.77)
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Hamilton Energy YIELD MAXIMIZER TM ETF (EMAX $15.85)
Q: I have held Freehold for a little over 2 years, and am no more than even on the stock price (but at least have the dividends). Similar to James' question today, I am thinking about selling FRU and moving to an energy income ETF. I have been looking at EMAX, but was not aware of ENCC that was mentioned by James. EMAX is new, but I like the North American approach vs ENCC which appears to be only Canadian companies. Could you compare the pros and cons of each ETF, including taxation of distributions, call strategy and any trading premium to NAV. Do you have a preference of one over the other? My objective is some sector exposure and income, more than capital gains.
Thank-you
Thank-you
Q: Hi Peter and Team,
Can you please comment on the credit worthiness of Nuvista? I was considering adding to my existing Nuvista bond with maturity in July 23, 2026 and coupon of 7.875%. I am wondering if I am missing something here?
Thanks!
Can you please comment on the credit worthiness of Nuvista? I was considering adding to my existing Nuvista bond with maturity in July 23, 2026 and coupon of 7.875%. I am wondering if I am missing something here?
Thanks!
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Suncor Energy Inc. (SU $76.23)
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Canadian Natural Resources Limited (CNQ $58.00)
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Peyto Exploration & Development Corp. (PEY $25.95)
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Tourmaline Oil Corp. (TOU $63.02)
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Whitecap Resources Inc. (WCP $13.59)
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Advantage Energy Ltd. (AAV $10.61)
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Kelt Exploration Ltd. (KEL $8.53)
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Tamarack Valley Energy Ltd. (TVE $9.77)
Q: Hi gang,
Looking into buying energy stocks. Can you please recommend 3 oil stocks, 3 gas stocks and 3 mix oil and gas 50/50.
Thanks. Alnoor
Looking into buying energy stocks. Can you please recommend 3 oil stocks, 3 gas stocks and 3 mix oil and gas 50/50.
Thanks. Alnoor
Q: Good Day 5i team!
My question is around DRX and your thoughts around taking a bigger position? The stock has had a good run, has work in the pipeline and will likely gain some traction fueled by high-rise residential and infrastructure work. Next TVE, which I hold a small position in my RRSP and am thinking about adding more. Mostly due to the dividend and that energy should be a growth area in the coming years.
Thank you so much for all your efforts in adding clarity to this crazy world of investing!
My question is around DRX and your thoughts around taking a bigger position? The stock has had a good run, has work in the pipeline and will likely gain some traction fueled by high-rise residential and infrastructure work. Next TVE, which I hold a small position in my RRSP and am thinking about adding more. Mostly due to the dividend and that energy should be a growth area in the coming years.
Thank you so much for all your efforts in adding clarity to this crazy world of investing!
Q: Which primary gas producers in the small, mid and large caps would be your favorite picks at this time?
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Freehold Royalties Ltd. (FRU $17.53)
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Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $11.77)
Q: I was considering selling FRU to buy ENCC. They seem to follow each other and ENCC has almost 2 times the yield. What would be the your thoughts on this trade? Thanks, James
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ARC Resources Ltd. (ARX $25.03)
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Peyto Exploration & Development Corp. (PEY $25.95)
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Tourmaline Oil Corp. (TOU $63.02)
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Advantage Energy Ltd. (AAV $10.61)
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Birchcliff Energy Ltd. (BIR $6.94)
Q: What are your top 5 Canadian natural gas stocks in order of how you would buy based on total return expected in 2024? Would you buy all five at this time? If not, which would you buy?