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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: With oil producing companies returning the majority of cash from operations to shareholders instead of reinvesting in their business, I'm curious as to your thoughts on the long term effects this will have on the sector? Does this scenerio make companies with long life assets worth "more" now?
Read Answer Asked by Charles on October 27, 2022
Q: In response to Rodney asking why Nat gas has been on the decline lately, here is some information on what may be causing the weak natural gas prices:

-Milder weather this fall resulting in less demand
-Freeport delays and energy market intervention in Europe helping consumers manage through the Winter
-Steep drop in broader US demand
-Record seasonal storage injection
-Drop in global LNG pricing (TTF pricing)
Read Answer Asked by Keith on October 25, 2022
Q: Peter; Any specific reason nat gas has dropped so much recently? Thanks. Rod
Read Answer Asked by Rodney on October 25, 2022
Q: Looking to buy 3 Energy stocks and 3 Gold stocks.

What would you recommend?
Thanks
Peter
Read Answer Asked by peter on October 24, 2022
Q: hello 5i:
reviewing previous questions from members, I take it that TOU and CNQ would be your two favourite energy companies with diversification for oil and nat gas. Is that correct?

Can you reiterate the yields of these two (including the special dividends) and your take on the sustainability of the dividends? Are debt levels moving down? Are these two cheap on a last 5year comparison (PE, earnings yield, P/S, P/FCF and enterprise value)?
thanks
Paul L
Read Answer Asked by Paul on October 24, 2022
Q: These stocks have been identified as the top 10 undervalued mid cap stocks. Would you consider any of these be buys and if so, (given no consideration for sector) can you list in terms of most favorable first. Also, which do you think will "hold on" best given the economic uncertainty and likelihood of recession.
Read Answer Asked by Colleen on October 20, 2022
Q: My wife's Cash account. As funds become available, I plan to initiate a position in NRGI and top up 3 existing positions = BNS, FTS, NWC.

Due to the war, NRGI could be a good addition if the war carries on, or possibly negative if the war ends (I'd gladly lose some money if it helped end the war). NWC has had a good run lately, so my thought was to do it last if at all. I currently have a large paper loss on BNS and a large paper gain on FTS. With interest rates still probably rising, that might help BNS and hurt FTS, but the market might be looking past the remaining interest rate hikes.

My thoughts on the sequence of buying when funds are available are = NRGI, BNS, FTS, NWC.

Your thoughts on sequence and why please...thanks.
Steve
Read Answer Asked by Stephen on October 20, 2022
Q: Hello 5i folks,
We are wondering what comments you have on the news we read in the local newspaper this morning concerning Fortis having avoided 2.2 billion in taxes over the last 5 years. The report was released by 'Canadians for Tax Fairness'.
We own Fortis shares and wonder if it is really the great company we think it is?
Thank you, Len
Read Answer Asked by Len on October 20, 2022
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