Investment Q&A

Q: hello 5i:
according to TMX Money, insiders have bought, over the last 6 months, 254,360 shares; while not selling any. Even if the average buying price was $10, this is $2.5M worth of stock. What do they know, or see, that we don't? And why would the price have jumped over 2.8% on Wednesday, a day when the S and P was down? Disclosure, we do hold AQN and am thinking of selling and replace with something like ZWU, as we're more interested in income, with lower volatility. But, of course, we don't want to miss out on a higher price (on AQN). That may be a few questions; take as many credits as is needed to properly answer (we're not short on credits lol)
thanks
Paul L

Q: Could you please comment on Earnings for $FTS.

Q: MEG Energy Earnings just came out. What do you think of their numbers last quarter?

Q: What would your recommendation be as between WBM and KEY for income in a TFSA?
Thank you for considering my question

Q: It seems the world’s electrical grid is going to look a lot different in the future. All the talk is around digitization and decentralization, whereby DER’s (distributed energy resources) will add supply back into the grid (solar panels, generators, even EV’s) and the local utility will also be able to reduce demand remotely by adjusting your a/c, hot water tank etc. all enabled by smart meters/networks driven by the technology of the internet of things and AI. My question is do you have an idea who the capital light kind of tech companies are that are going to provide the services to all the Utilities out there to make this happen? It is already happening in few places on a small scale, but the addressable market going forward is mind boggling. I guess I would much sooner invest in the tech than the guys digging lithium out of the ground! Any info appreciated, thanks.

Q: your sew on WCP.CA in light of latest results ans safety of Div.

Q: Please provide your thoughts on how you would rank POU against ENB, SU, TRP, TOU, GXE and PXT for growth, holding for more than 5 years?
Thank you,
Roger

Q: Recent views please.
Thx

Q: Which is a better buy today? Thanks!

Q: Please explain to me what My Wife will receive for 300 shares of the above company which are in her Spousal RRSP. Does She have to summit Registered Eligibility Form or is that done by iTrade Will she actually get $9.50 cash /share?

Q: Hi Team,
I own some Cenovus stock. Today's quarterly results were not great, and oil price is sliding along with the share price. I am debating whether I should keep holding this name. I don't really care if I have oil exposure on not, I am ultimately seeking the best long term growth I can achieve regardless of sector. This being said is there any stand out buy's that you would rather own today compared with continuing to hold CVE? I am looking mostly at Canadian names, or US names that CIBC has traded on the neo (Canadian hedged). Or...is this a bad time to sell oil names with the recent weakness in oil price ( if you believe oil price will stage a recovery here shortly). Your suggestions are appreciated. Thanks

Shane.

Q: Any thought on Tamarack Valley. Oil is hanging around $75-$80 yet its price keeps falling. My understanding is they have low cost and good producing properties.

Q: Inevitably, when someone asks about the best NG companies in Canada, TOU and ARX are normally in the mix. So setting those two aside, I would appreciate your opinion on three other stocks in that sector that don't receive nearly as much attention. The stocks in question are Headwater Exploration, Spartan Delta and Pine Cliff Energy.

Thanks as always

Q: what is your opinion of this small cap energy co ?

Q: For a medium to long term hold do you have a preference between CNQ and SU? Are both reasonably valued at this point?

Q: Which one of these do you prefer and with what rationale? Does it makes sense to own both at low weighting.

Q: I see Parkland's share price since 2003 was rising steadily and quite well until February 2020 when Covid hit but after the initial Covid crash and rebound has been slowly drifting lower, now down about 35% from it's $48 high to the present $31 range and will have to rise over 50% to regain it's all time high. Why is is drifting lower now...what happened?.

It will take 12 years' worth of dividends to get back to the previous high unless the company can grow and prosper and profits rise considerably. I have studied your recent report [thank you] on the company and it looks good and the B+ rating in encouraging but you don't really identify much strong growth as such. Selling the refinery could be a negative as it seems to be steadily profitable.

Comparing the 20 year price and dividend growth histories of companies like FTS, EMA, RY, and T for example it is hard to see PKI as being a superior investment.

So does the current price and anticipated growth merit investing in PKI at this time for a 10 year hold? Do you have that much confidence in management?

Thank you......... Paul W. K.

Q: Can you verify the return of capital for HDIF.Not sure how I found a chart on it but if I am right it showed 87% ROC for 2022.Surely I am wrong . Also A new issue Is HRIF without leverage. Can you explain this? And also I currently hold some CIG686 for monthly income . Would you comment on a switch to either or or suggest something with less ROC .Please and thanks and use all questions to cover.Larry

Q: I purchased Tamarak(TVE) based on many recommendations, as well as yours
- Many people and firms continue to like and recommend this name...

- CFRA has a Hold, with a Negative Growth Rating...

- Price , Chart/Trend have Not been doing well...

- There is a nibble of insider buying

Questions:
1. Would you suggest Hold, Buy more or Sell for another...

2. Why does it seem like negative trading sentiment these days and poor current stock performance, when overall the stock is liked and recommended by many...?

3. Paramount Resources(POU) - I have heard a few Positive recommendations on this company... I think Leon Cooperman had good things to say as well...
- CFRA has a Hold, but gives a Positive Growth Rating

4. Would you recommend staying with TVE or consider POU...? Or Others..?

Thanks

Q: Energy is a small portion of my overall portfolio. TVE is one of my larger holdings but it has lagged other energy names in the past few months. Do you still like TVE and should I be adding to bring my average cost down.

What are your three favourite Canadian Energy Names in current market?

Thanks
Tim