Investment Q&A

Q: Hi 5i Team,
Pls comment on Birchcliff Energy Qtr results .
Thanks

Q: If nuclear fusion became a reality, what companies/suppliers would benefit? Based on the research activity, I assume this innovation would come out of the U.S.

Q: Is it worth adding to CPG at the moment? What improvements are possible for CPG in the next 1 to 2 years?

The context for this question is a family member who holds CPG, currently less than 1% of their portfolio and 76% below their book value.

Perhaps it would be better to take the capital loss.

Thanks.

Q: What if anything can be read into the recent disposition of TVE shares by ARC Energy fund?

Thanks,

John

Q: Does Fortis have too much debt to be able to keep raising their dividends long term? Thank you

Q: At this extremely low valuation ,do you consider this stock as a hold ,sell or a buy ? any comment on this Cie 's future perspective shall be greatly appreciated.Ps: I am wondering if the restrictions on Russian oil and gaz could significantly favor energy Cies active in western Europ ( like VET ..) , in order to compensate for pipelines and energy suppressions, thanks , J-Y

Q: Your thoughts on CVE's recent quarter. Thanks.
Robert

Q: I'm a retired investor with a balanced portfolio looking for a stable total return. I hold the above 3 utilities and am wondering if a switch from BLX to FTS would provide a greater overall return over the next 5 years?

Q: PPL vs ENB for total return potential over 5 years? Compared fundamentals on RBC direct investing and PPL is cheaper, higher return on equity, less debt and more profitable. After my review I concluded PPL may now be a better stock . Do you agree?

Q: Good Morning 5i
I read Cenovus results this morning. There is no mention of a quarterly or special dividend. When would see them announcing dividends?
Thanks

Q: Can you give me your thoughts on Inplay going forward

Q: Any reason for the increase in AQN yesterday and pre-market this morning ?

Q: Very attractive yiekd. is thisrelayivelu risk-free. i the mdium term ?

Q: Retired, dividend-income investor. Your thoughts on their latest quarter? Would you add?

Thanks...Steve

Q: Hi 5i,

Further to Ken’s question on February 13, can you explain why you prefer PSK over FRU?

For some reason most, but not all, analyst pick PSK over FRU. When I look at the following measures, FRU seems like the better choice.

PSK FRU
Rev Growth 3 Years 37.83 26.23
Rev Growth 5 Years 8.98 8.62
ROE 11.79 22.44
ROA 9.12 18.17
ROC 10.94 18.69
PE 17.20 11.90
PCF 9.70 7.90
PBV 1.98 2.49
Yield 4.18% 6.80%

Thanks for your opinion.

Q: Can you please rank these 5 companies in order from best to worse for future growth/income.

Thank you in advance.

Q: Thoughts on latest earnings and outlook for each ? Thank you.

Q: Currently own Enbridge in the energy infrastructure space and am not unhappy with it. But considering switch to Cheniere . How would you think about such a switch ? Primarily a trade - off between income and growth ?
Other considerations ?
And more specifically , while accepting that all utility type companies operate with high debt levels , how would debt levels compare between these two companies .
Thank- you.

Q: I am considering replacing ENB with NXF.B in my RRSP account. Two questions: (1) what do you think of this change considering the likelihood of increased taxation for O&G producers - i.e. "fair share tax"? (2) Are there tax implications when holding NXF.B in RRSP i.e. will I receive the stated 10% dividend or there will be some reductions due to the fact that this is CDN ETF holding non-CDN stocks?

Q: Why are the natural gas stocks moving up today?