Q: Please provide your thoughts about TOU.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
NextEra Energy Inc. (NEE $91.83)
-
Fortis Inc. (FTS $77.94)
-
Hydro One Limited (H $58.58)
-
State Street Utilities Select Sector SPDR ETF (XLU $46.35)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.80)
Q: Utilities. They had a strong performance in 2025. I am hearing a number of investors beating the table for utilities again in 2026 especially utilities with a strong commitment to AI.
1. Do you agree with that thesis?
2. Which 3 utility stocks CAD or USD would you recommend buying now.
3. Is there an etf that has a major composition in AI oriented utilities?
Thank you.
1. Do you agree with that thesis?
2. Which 3 utility stocks CAD or USD would you recommend buying now.
3. Is there an etf that has a major composition in AI oriented utilities?
Thank you.
Q: I am assuming CPX was down Friday on heavy volume in response to Trump’s initiative to impose a cap on residential price increases, and require tech companies to pay for their own power centers . There was a concurrent selloff in independent US listed power companies as well.
How much exposure to the US market does CPX have?
How much exposure to the US market does CPX have?
-
Suncor Energy Inc. (SU $87.37)
-
Enbridge Inc. (ENB $71.99)
-
TC Energy Corporation (TRP $82.77)
-
Pembina Pipeline Corporation (PPL $59.25)
-
Tourmaline Oil Corp. (TOU $61.22)
-
State Street Energy Select Sector SPDR ETF (XLE $56.58)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.80)
-
BMO Clean Energy Index ETF (ZCLN $20.38)
-
South Bow Corporation (SOBO $44.31)
Q: Could you please share your recommendations regarding my energy sector investments? I feel like I have too many and some may be overlapping. Additionally, could you suggest a few investments inside this sector that are currently not being covered?
I aim for a balanced approach with a mix of growth and income, intending to hold these investments for more than two years.
Thank you,
I aim for a balanced approach with a mix of growth and income, intending to hold these investments for more than two years.
Thank you,
Q: Greetings:
The question from Irwin on Jan 9 induced me to do considerable research. On the surface it appeared that if gas prices cooperated, combined with being the largest explorer on the island of Trinidad, they could do well. Then I found that they are serial issuers of shares, and with the consequent dilution, little gain to be had. Sounds like the old Crescent Point. Past year dilution 37.3%, and more to come. If gas remains soft these shares will be 12 cents by March 31, 2026. Your assessment please.
Thanks,
Ben.
The question from Irwin on Jan 9 induced me to do considerable research. On the surface it appeared that if gas prices cooperated, combined with being the largest explorer on the island of Trinidad, they could do well. Then I found that they are serial issuers of shares, and with the consequent dilution, little gain to be had. Sounds like the old Crescent Point. Past year dilution 37.3%, and more to come. If gas remains soft these shares will be 12 cents by March 31, 2026. Your assessment please.
Thanks,
Ben.
Q: How do you calculate the payout ratio for Enbridge?Some sources have it as high as 140%.
Q: Hi 5i
With reference to Cathy's question of Jan 12....
Who do you think would be the most likely candidate to be interested in acquiring TVE.
If this were to happen today at what price or premium would be expected in order to be successful.
As TVE share price continues to rise does this increase or decrease the possibility?
thx
With reference to Cathy's question of Jan 12....
Who do you think would be the most likely candidate to be interested in acquiring TVE.
If this were to happen today at what price or premium would be expected in order to be successful.
As TVE share price continues to rise does this increase or decrease the possibility?
thx
-
Chevron Corporation (CVX $188.15)
-
Exxon Mobil Corporation (XOM $151.98)
-
Enbridge Inc. (ENB $71.99)
-
Keyera Corp. (KEY $49.25)
Q: Keyera has been going down for some time. There seems to be no news that I can find,
Do you know why it is so weak? Is it a buy here? Thanks.Cheers
Do you know why it is so weak? Is it a buy here? Thanks.Cheers
Q: Can I please get your take on Alerian Energy Infrastructure EFF (ENFR). Thanks
Dave
Dave
Q: Comments on CNQs purchase of TOU assets? Outlook for both companies after transaction?
Thanks.
Thanks.
Q: This news was released today. I'm wondering first if these would be a good, safe investment to buy? And also, what sort of impact, if any, issuing these will have on the stock?
Brookfield Renewable to Issue C$500 Million of Green Bonds
View Associated Files
Jan 13, 2026
BROOKFIELD, News, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Brookfield Renewable (NYSE: BEP, BEPC; TSX: BEP.UN, BEPC) (“Brookfield Renewable”) today announced that it has agreed to issue C$500 million aggregate principal amount of Series 20 Notes (the “Notes”), due January 15, 2056, which will bear interest at a rate of 5.204% per annum.
Brookfield Renewable to Issue C$500 Million of Green Bonds
View Associated Files
Jan 13, 2026
BROOKFIELD, News, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Brookfield Renewable (NYSE: BEP, BEPC; TSX: BEP.UN, BEPC) (“Brookfield Renewable”) today announced that it has agreed to issue C$500 million aggregate principal amount of Series 20 Notes (the “Notes”), due January 15, 2056, which will bear interest at a rate of 5.204% per annum.
Q: Can I get your asessment of RGSI. Looking for a bit of growth but like the US dividend from a Canadian corporation. Does RGSI trade in the US so I could move to my US account after purchasing. Already own ENB. Maybe an alternative if not recommended.
Q: Can you explain why CNQ has dropped substantually more than SU after USA's incursion into Venezuala. Would you add to CNQ on this substantial drop if you believe the drop is unwaranted.
-
Chevron Corporation (CVX $188.15)
-
Imperial Oil Limited (IMO $172.07)
-
Canadian Natural Resources Limited (CNQ $63.47)
Q: Hello
I have owned CNQ for awhile
it is volatile and not going anywhere as compared to SU
is it worth while to switch to IMO.to and CVX (US); for abit of dividend and capital growth, very disappointed by CNQ's performance
the pipeline, if being built, shovels will not be in the ground until 2029
thanks
Michael
I have owned CNQ for awhile
it is volatile and not going anywhere as compared to SU
is it worth while to switch to IMO.to and CVX (US); for abit of dividend and capital growth, very disappointed by CNQ's performance
the pipeline, if being built, shovels will not be in the ground until 2029
thanks
Michael
Q: Is this finally turning the corner to much more prosperous days? Can you see it regaining its previous form with much better performance and capital appreciation? The metrics appear to point in the right direction. (Understand within the context of the price of a barrel)
Q: Hello 5i Team
Was there any news on Tnz stock that made the stock spike so much? I noticed that there was an analyst upgrade, but can not imagine that it would have caused a such an increase alone .
Thank you
Was there any news on Tnz stock that made the stock spike so much? I noticed that there was an analyst upgrade, but can not imagine that it would have caused a such an increase alone .
Thank you
Q: Hello Team 5i & Everyone,
I came across this article over the weekend via a Lance Roberts’ “Real Investment Advice” website’s “Daily Market Commentary” post on it Jan. 7th. The title is a bit meh, but the key detail to me I pulled from the article is that the Pentagon has elevated critical minerals to the same strategic priority tier as ammunition and fuel. The US already has access to enough oil elsewhere.
https://renegaderesources.pro/p/the-venezuelan-oil-narative-is-pure
Please share with other members if you feel it has enough truth to it.
Thank you & Happy New Year,
Sandra
I came across this article over the weekend via a Lance Roberts’ “Real Investment Advice” website’s “Daily Market Commentary” post on it Jan. 7th. The title is a bit meh, but the key detail to me I pulled from the article is that the Pentagon has elevated critical minerals to the same strategic priority tier as ammunition and fuel. The US already has access to enough oil elsewhere.
https://renegaderesources.pro/p/the-venezuelan-oil-narative-is-pure
Please share with other members if you feel it has enough truth to it.
Thank you & Happy New Year,
Sandra
Q: Will the revival of the Venezuelan oil industry have a significant negative impact on Enbridge?
Thank you.
Very much appreciate the insight you provide and the spirit in which it is communicated.
Howard
Thank you.
Very much appreciate the insight you provide and the spirit in which it is communicated.
Howard
-
Pembina Pipeline Corporation (PPL $59.25)
-
ARC Resources Ltd. (ARX $25.72)
-
Tourmaline Oil Corp. (TOU $61.22)
-
Freehold Royalties Ltd. (FRU $17.05)
-
Obsidian Energy Ltd. (OBE $13.89)
-
PagerDuty Inc. (PD $6.41)
-
Headwater Exploration Inc. (HWX $12.10)
Q: Would it be prudent to reduce energy exposure at this time? My wives RRIF account holds ARX, TOU, & FRU they represent 21.8% of the portfolio. My RRIF account holds ARX, TOU, HWX, PPL, OBE, & PD they represent 33.3 % of the portfolio, PPL alone is 15% of the total portfolio. I know I should reduce this exposure what would you suggest?
Q: Good morning,
Regarding WTI and expectations for continued price pressures for H1 2026 for reasons we all know well, I want to get your thoughts on China demand for Venezuelan oil. China has been the largest buyer of Venezuelan oil, and following the events of last weekend with Maduro and comments yesterday from Trump regarding the US “taking” ~$2bn in sweet crude from Venezuela, do you think China leans on Iran and Russia for their crude requirements near term? Or do you think there is potential for Canada to play more of a role?
I am at a bit of an inflection point on names like CNQ/Suncor at the moment, and would appreciate your views.
Thanks as always.
Regarding WTI and expectations for continued price pressures for H1 2026 for reasons we all know well, I want to get your thoughts on China demand for Venezuelan oil. China has been the largest buyer of Venezuelan oil, and following the events of last weekend with Maduro and comments yesterday from Trump regarding the US “taking” ~$2bn in sweet crude from Venezuela, do you think China leans on Iran and Russia for their crude requirements near term? Or do you think there is potential for Canada to play more of a role?
I am at a bit of an inflection point on names like CNQ/Suncor at the moment, and would appreciate your views.
Thanks as always.