Q: The contract changes in Trinidad and Tobago seem to be a loss of sales. How much does the idling of the Atlas facility hurt the revenues of MX? The stock sold off on this news but I note some insider buying also. What is your current assessment of this as an investment?
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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 5i
Could you explain the options for a current Essential Energy Services shareholder with the agreement that was made by Essential to be acquired by Element Technical Services, if the amalgamation is approved and also if it is not approved.
Could you explain the options for a current Essential Energy Services shareholder with the agreement that was made by Essential to be acquired by Element Technical Services, if the amalgamation is approved and also if it is not approved.
Q: What is the percentage production for Arx between gas and oil?Do you like this name currently?
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Occidental Petroleum Corporation (OXY $41.55)
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Imperial Oil Limited (IMO $125.70)
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Canadian Natural Resources Limited (CNQ $46.67)
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Tourmaline Oil Corp. (TOU $63.58)
Q: Hi 5i Wonder Team,
Can you recommend your top three energy companies (US or Canada) with a solid balance sheet and generous dividend?
I need to round out my portfolio with some energy.
Thanks for all you do!
Can you recommend your top three energy companies (US or Canada) with a solid balance sheet and generous dividend?
I need to round out my portfolio with some energy.
Thanks for all you do!
Q: With the proposed buy price $250 and the current price 248-249, and no additional bids likely does it make sense to sell now?
If I hold will I get an equivalent $ value of IMO shares?
And is there any idea when it would close?
Would we receive all the dividends in the meantime?
If the deal falls through would you expect a 10-15% drop in share price?
Thanks 🙏
If I hold will I get an equivalent $ value of IMO shares?
And is there any idea when it would close?
Would we receive all the dividends in the meantime?
If the deal falls through would you expect a 10-15% drop in share price?
Thanks 🙏
Q: I’ve been looking at Enbridge debt for the past 10 years. It is up quite significantly. With the rise of interest rates, their interest payments are increasing every quarter. They will now be adding more to their debt with the recent acquisition. Is this the next AQN? Is the dividend safe?
Tks Kevin
Tks Kevin
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Vanguard Intermediate-Term Corporate Bond ETF (VCIT $83.70)
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iShares iBoxx USD Investment Grade Corporate Bond ETF (LQD $110.49)
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iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV $110.22)
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iShares 20+ Year Treasury Bond ETF (TLT $87.97)
Q: I am looking for $US-denominated ETFs to hold within my RRSP/RRIF. I would be interested in both shorter and longer-term names. When I review the questions you have answered and the company's literature, it is not clear if the bonds pay US dollars or are simply US bonds bought in Canadian dollars.
I am assuming that any ETFs that fit my criteria would not result in US taxes being paid as long as they are held directly in my registered accounts. If this is not the case, please suggest ways to ensure no taxes are withheld at source.
Appreciate your insight.
Paul F.
I am assuming that any ETFs that fit my criteria would not result in US taxes being paid as long as they are held directly in my registered accounts. If this is not the case, please suggest ways to ensure no taxes are withheld at source.
Appreciate your insight.
Paul F.
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Suncor Energy Inc. (SU $60.64)
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Cenovus Energy Inc. (CVE $24.61)
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MEG Energy Corp. (MEG $30.89)
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Athabasca Oil Corporation (ATH $7.62)
Q: Which names are your favourite heavy oil producers in Canada?
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Brookfield Renewable Partners L.P. (BEP.UN $39.09)
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Algonquin Power & Utilities Corp. (AQN $8.00)
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Northland Power Inc. (NPI $17.22)
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Innergex Renewable Energy Inc. (INE $13.74)
Q: Can you please tell me the estimated forward P/E for the above 4 utilities. Could you please rate from best to worse for potential total return over the next 2-3 years.
Thanks
Thanks
Q: Hello,in regards to XOMs 60B all stock deal to purchase Pioneer with a market cap of roughly 440B its roughly 1/7 of their market cap,does this mean they issue that much new stock and if so for short to medium term shareholders it’s probably not ideal and basically could I have your thoughts on this acquisition Thanks and have a great day!
Q: With the recent conflict in Israel, the forecasted coming recession in North America, and continued high interest rates for the foreseeable future, would now be a good entry point to buy SU? If not, what range would be reasonable to buy it at?
Would you say that SU has good looking prospects for an increase in share price for an investment horizon of 3 to 5 years? I am looking for a decent dividend to be accompanied by stock appreciation. Or, if the price appreciates significantly sooner than that, I could exit at that point too. Thank you for your insights.
Would you say that SU has good looking prospects for an increase in share price for an investment horizon of 3 to 5 years? I am looking for a decent dividend to be accompanied by stock appreciation. Or, if the price appreciates significantly sooner than that, I could exit at that point too. Thank you for your insights.
Q: Hi
What is so great about Nextera Energy. They have almost doubled their debt since 2018 from about 38 billion to 72 billion. They have been raising their dividend roughly 10% a year and not even coming close to earning it. Their FCF per share alone in 2022 was Negative .74 Cents, yet their paying out $1.69..
The 2 years prior was just as bad. The return on their assets in 2021 was only 1.44% and 2022 was 1.57%
Gord
What is so great about Nextera Energy. They have almost doubled their debt since 2018 from about 38 billion to 72 billion. They have been raising their dividend roughly 10% a year and not even coming close to earning it. Their FCF per share alone in 2022 was Negative .74 Cents, yet their paying out $1.69..
The 2 years prior was just as bad. The return on their assets in 2021 was only 1.44% and 2022 was 1.57%
Gord
Q: What is your current opinion of HME? Do you feel it is similar in balance sheet strength, dividend reliability and future prospects to such firms as ARX, BIR, and HWX? Thanks
Q: Will Alberta’s recent anti renewable energy legislation affect CPX’s future prospects. How do you rank this company compared to other Canadian utilities?
Thanks
Paul
Thanks
Paul
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Peyto Exploration & Development Corp. (PEY $22.43)
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Birchcliff Energy Ltd. (BIR $7.52)
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Kelt Exploration Ltd. (KEL $7.51)
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Tamarack Valley Energy Ltd. (TVE $7.77)
Q: What are your thoughts on BIR? It has lagged for the year and more so over
the past month. The dividend is in question, I recall $70 oil and $3 gas covers it. Is there any rationale to it being in question?
The other news I see is a new CEO coming in Jan, any thoughts on this?
Would you buy in here or would it be safe to wait for tax loss selling later in the year?
the past month. The dividend is in question, I recall $70 oil and $3 gas covers it. Is there any rationale to it being in question?
The other news I see is a new CEO coming in Jan, any thoughts on this?
Would you buy in here or would it be safe to wait for tax loss selling later in the year?
Q: Do you think any other suitors will come? If not, should you sell at offer price?
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Whitecap Resources Inc. (WCP $11.59)
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Birchcliff Energy Ltd. (BIR $7.52)
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Trican Well Service Ltd. (TCW $6.02)
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Headwater Exploration Inc. (HWX $9.23)
Q: I currently own each of these oil & gas industry stocks. Are they well positioned for any potential consolidation/takeover activity that is rumored to occur as a followup from the XOM Pioneer story? Which firms are best positioned for takeover/merger/consolidation?
Q: What are your 3 top TSX natural gas picks?
Jerry
Jerry
Q: I have been holding ENB and PPL for over 5 yrs. The dividends are great but the stocks are not going anywhere. Down 15%. Would like to sell one of them and buy IMO. Have full position on both of them. Which one should I sell?
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Tourmaline Oil Corp. (TOU $63.58)
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Whitecap Resources Inc. (WCP $11.59)
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Kelt Exploration Ltd. (KEL $7.51)
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Tamarack Valley Energy Ltd. (TVE $7.77)
Q: How would you rank these companies in terms of growth and evaluation in the energy sector in the next 3 years. Thank you.