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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: In one of your answers yesterday, you intimated that the sale of Enerplus might not be a done deal. "Devon is a much larger company than CHRD and if it wants ERF it likely could top this bid. .... This one may not be over." The press release announced that both boards unanimously approved the deal. Are you aware of the size of the breakup fee ? Do you know who the largest shareholders of ERF are ? As an ERF shareholder, I agree with your assessment that this is not a great deal.
Read Answer Asked by Mark on February 26, 2024
Q: Hi 5i
WRT howards question on takeover targets, what percentage would you expect to effect a successful acquisition of either of these two....how would determine this, back of envelope calculation?

What was the chord offer for ERF

Thx
Read Answer Asked by jim on February 23, 2024
Q: 23% of my portfolio is invested in utilities (carefully selected stocks+ETFs + covered call ETfs (and some leveraged ETFs) for the following reasons: 1) dividends as revenue + various tax advantages 2) its seems to me that utilities are quite "essentials" in a society during crisis, even if interests are high 3) covered calls for revenue + to compensate for the actual high volatility + some protection for potentially down markets. Your opinion on this approach ,as any suggestion , shall be greatly appreciated ! regards Jean-Yves
Read Answer Asked by Jean-Yves on February 23, 2024
Q: following chord buyout enerplus and several 2023 deals can you suggest/speculate
possible future targets , i am thinking wcp, tve, bte.
thank you
Read Answer Asked by Howard on February 22, 2024
Q: Txsfor u great view to my Q on ERF on Feb 5.After market close today announcement that Chord is acquring ERF and it rose close to 10% on its US listed shares in after hours. Devon was the rumored suitor in early Feb.Please comment and advise me what to do,Reports Q on Feb 22 after close.Txs for u usual great services & views
Read Answer Asked by Peter on February 22, 2024
Q: Underweight Energy. Considering either CEU or TVK. Please rank. Or are they different enough to own both in equal amounts? Thanks for your insights.
Read Answer Asked by Jerry on February 21, 2024
Q: Wanting to add Cdn. oil & gas producers to my portfolio. I would like to add 2 ETFs, one to go into my TFSA and the other into the taxable (cash) account. What I would like some thoughts/suggestions on, are possible alternatives. Obviously, one of my major concerns is tax efficiency. Thanks to other subscribers for their questions and, of course, to the 5i Team. Bill
Read Answer Asked by Bill on February 21, 2024
Q: What are your total return estimates (per year) for the above Utilities over the medium term (3-5 yrs.)?
Pls. include any utility that I have missed that would crack the top 3.
Are there any of the top 3 that would come with elevated risk?
Thanks, Hugh

Read Answer Asked by Hugh on February 21, 2024
Q: Following up on my previous question, could you please rank CEG, NPI and CSIQ with the others you mentioned before?

“ I am contemplating replacing Fortis with a greener utility. I already own BEP. What are your best suggestions please in Canada and the US and their relative risk rankings.

Answer:
We do like FTS; for other suggestions, we would note: PPL, FE, SO, DTE, H, CU. We would rank these: NEE, SO, H, DTE, FE, CU, PPL”

Thank you again, Michael
Read Answer Asked by Michael on February 21, 2024
Q: Hi,

I am contemplating replacing Fortis with a greener utility. I already own BEP. What are your best suggestions please in Canada and the US and their relative risk rankings. Thank you, Michael
Read Answer Asked by Michael on February 19, 2024
Q: Dear Peter et al:

Can you give me the names of 3 companies each that fulfill these criteria. I tried to "curate" the list by myself by going through 6 months worth of questions on Energy sector but really couldn't compile a decent selection as the questions exhibited significant variance.

Question # 1.

Mid cap oils (not gas)

Good to great free cash flow

FCF well directed to share buy backs, debt reduction and dividend enhancement.

Solid management
(I know this is subjective but I know that you know the players well!)

Showing good momentum and growth prospects.
You can include a small cap if you think it i soon going to be a mid cap.

Question # 2.

Same criteria but in Large cap oils.

Many thanks.

Read Answer Asked by Savalai on February 16, 2024
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