Q: Kindly comment on the PXT result for 2022 just released, the positives and negatives. Also the future guidance looking ahead. Thanks.
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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.
- Fortis Inc. (FTS)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi, interested in your opinion on this two companies, for a 5 + year hold. I like the dividends and some growth, but your comment on management ,debt, and growth would be appreciated .
Thanks
Thanks
Q: what is level of insider ownership? is BIR currently buying back shares? when is BIR expected to be debt free? could BIR be a take over candidate? is the current dividend well protected? lastly what are the risks now to buy BIR? thanks Richard
Q: Would you initiate an investment of BIR at the current share price? Is its dividend safe? How would you rank BIR against two other small high yield O&G companies - PHX and CJ in terms of likely combined return over the next two years? Thanks.
Q: David Rosenberg recently wrote that one can buy bonds issued by Nat gas companies with spreads of 425 basis points over treasuries. Can you give me some examples of such bonds and Where I can find more information?
Q: Are you able to shed some light on this company? Possible history. How do you like the business now. I understand it is small micro cap(high risk geo political), however the cash flow and balance sheet look good with some growth. Is this cheap with possible strong upside?
Q: Please share your advise on this REIT today for a long-term investing. Thank you.
Q: Does the average investor need exposure to the renewable sector right now? Trying to pick a winner amongst what seems to be a sector facing a number of headwinds (pun intended) seems like a bit of a "mugs game" at present. Can you come up with a compelling reason to not just sit that area out for awhile in favour of opportunities elsewhere?
Q: ‘We are very clearly in an energy supply crisis’ — Eric Nuttall sees return of triple-digit oil prices. https://www.youtube.com/watch?v=NINf0LnCy7Q
This is a headline in the National Post. Mr Nuttall presents a very strong view for a rebound in oil prices. Peter, I am interested in your viewpoint.
Publish if you wish.
This is a headline in the National Post. Mr Nuttall presents a very strong view for a rebound in oil prices. Peter, I am interested in your viewpoint.
Publish if you wish.
Q: Regarding AQN, your response to Robert(Mar. 07), indicated earning consensus is 19.4c on March 17. If AQN itself is only expecting 55c-61c for the year, are the analysts not setting up the company for a huge miss on the 17th?
Q: What are the expectations for the March 17 AQN quarterly report and how does this align with expectations set by AQN itself?
Q: With the sudden fall in the stock due to problems with the Competition Bureau regarding a planned acquisition, would you hold?
Your general analysis of the company and its prospects would be appreciated.
Thanks, Len
Your general analysis of the company and its prospects would be appreciated.
Thanks, Len
Q: The latest quarter news release seems to show a large loss from swap contracts. Also, seems to have recurred throughout the year. What does that mean exactly, and will this loss continue? What do you think of the quarter overall?
Q: Can explain the rationale for YGR offering Flow Through shares at 2.54? Does this dilute existing shareholders?
Q: Please provide an update on Equinor ASA and some comment of their recent moves acquiring more north sea oil exposure. I believe they also expanded holdings near Newfoundland.
Thank you, Doug
Thank you, Doug
Q: Peter and His Wonder Team
BDI just reported a good quarter. The stock has moved to new highs. They seem to be doing very well in the recent past. However I am wondering how far can they go. I am up and wondering if I should just lock in my profits and be happy. Please give your thoughts on there future prospects. Thank you...your analysis is always helpful.
BDI just reported a good quarter. The stock has moved to new highs. They seem to be doing very well in the recent past. However I am wondering how far can they go. I am up and wondering if I should just lock in my profits and be happy. Please give your thoughts on there future prospects. Thank you...your analysis is always helpful.
Q: Robert Gill of Goodreid Investment Counsel had a bullish opinion on TC Energy in today's Globe. Recent opinions on TRP from 5i are less bullish. Do Gill's opinion or numbers do anything to change your opinion? ENB is my long term hold in the sector, TRP would be a 'clip the coupon while awaiting some reversion to mean on the share price' type holding.
A related question: With these high debt utility type stocks, how great are the risks we go into multi year period of higher interest rates?
Thank You.
A related question: With these high debt utility type stocks, how great are the risks we go into multi year period of higher interest rates?
Thank You.
Q: In a response to Chris on February 27th, you indicated OBE was OK but you thought TVE was better. I am curious what brought you to that conclusion. Maybe I get too caught up in simple metrics. For example, OBE has a PE of 1.0 and a PB of 0.52 compared to TBE where the same ratios are 4.3 and 1.3. I realize it is not as simple as that. I hope you can educate me on how to dig deeper into your preference for TVE. Thanks again for helping the little person.
Q: Good Morning Peter, Ryan, and 5i Team,
PSI is getting smacked down a wee bit this morning after reporting their Q4 numbers. Their Q4 seemed decent to me. Could I please get your opinion as to whether I should add to my position ?? Thanks very much. DL
PSI is getting smacked down a wee bit this morning after reporting their Q4 numbers. Their Q4 seemed decent to me. Could I please get your opinion as to whether I should add to my position ?? Thanks very much. DL
Q: Your thoughts on the last quarter please?