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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: Could you please compare TVE and BIR for growth and income. Do their fundamentals differ significantly to favour one outperforming the other over a 3-5 year period.
For a mid to higher risk investor, what other names in oil and gas would you consider that might provide higher returns?
Read Answer Asked by Alvin on October 03, 2023
Q: Hi Peter,
Of the bigger O/G Cos we own CNQ and IMO but not CVE or SU. IMO has been on a solid run lately and we're wondering why vs the group laggard SU (easy to see using ratio charts). For new capital would you stick with CNQ/IMO or add in CVE or SU. Do you agree that with higher rates the Oils are a good place to be ? Finally CNQ has committed to greater returns when their debt target is reached; are there similar committments from the others ? Thank you and pls deduct credits as appropriate,
Read Answer Asked by Paul on October 03, 2023
Q: In a year BEP.UN down 32.22 % , FTS down
3 .65 %. Why the difference; BEP.UN initially overpriced FTS “ underpriced “, green stocks way out of favour, etc? I own a fair amount of BEP.UN and do want to sell but if there is something fundamentally wrong with this company I don’t want to hold on until it’s a penny stock or something like AQN happens. I imagine Flatt and others are wringing their hands and hope they do something to improve the share price.
Thanks. Derek
Read Answer Asked by Derek on October 02, 2023
Q: Can you please provide thoughts on ATH Athabasca oil? I purchased the stock earlier this year taking advantage of the dips in prices of oil stocks that seemed unjustified at the time.

I initiated this particlar name at 0.6% of the portfolio and it's now grown to be 1.2% of the portfolio. I have other oil and gas stocks TOU, ARX, CGE, and TVE. I'm not in a rush to sell ATH and the chart looks like it pretty much has free-air above it to go a lot higher... very little by way of chart resistance.

How do you look at the company given current circumstances? Add to it? Hold it? Trim it to not give away winnings?

Thanks!
Read Answer Asked by Marc on October 02, 2023
Q: Good morning 5i; I would appreciate your assessment on the stock performance of NEE in the medium term based on the no/slow growth announcement today. The stock has dropped 8.2% on the news, which ironically was the same day it was selected for Morgan Stanley's dividend playbook. I hold it for modest growth and $US dividend diversification. I'll likely swap out if I conclude it has the hallmarks of an underperformer.
Read Answer Asked by Dave on September 29, 2023
Q: Hi Peter & team: Long time member- Great service - Thank You!
With regards to Hans' question about Brian Acker's views on Market call- I took it as more of an issue about when cash dividends in $ paid out per share are greater than EPS. Brian used BCE and ENB as examples of an early sign of trouble and one should avoid such situations. You have handled this in the past (very well) Can you provide us a refresher on the opposing view ? If I remember correctly the net is basically "dividends out greater than EPS is OK, but not forever " Thanks in advance.
Read Answer Asked by Grant on September 28, 2023
Q: Hi, I own Parex, Gear, Trican, Pason, Advantage and Prairiesky in small percentages for this sector . Collectively, I am about breakeven. I would like to consolidate into two or three holdings. Of these, what would be your preference? Overall total return is the objective.
I have also seen Terravest mentioned as a favourite compounder in the same sector in the Q&A, Is this a new entity or did they do a recent name change from a former company. Is this a more preferred name vs the others mentioned?

Cheers,
Steve
Read Answer Asked by Stephen on September 21, 2023
Q: Only 2 questions on ARR in archives and both old. Can you give a quick review on how investible this small renewables royalty company is after 2 years of operation? What alternatives would you suggest if you feel there are better opportunities (either other renewable royalty companies or individual companies such as BEPC)? Thanks for all you do, John
Read Answer Asked by John on September 21, 2023
Q: WTI Oil is up substantially in the past two days but most Canadian oil stocks are down. Any reason for this?
Read Answer Asked by hal on September 20, 2023
Q: Can you characterize these two utility companies? Wondering in how much difference/overlap there may be, geographic exposures, etc.. Would you have a preference considering allowed regulatory growth, dividend safety/growth? Thanks!
Read Answer Asked by Michael on September 19, 2023
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