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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: I have owned CJ since July 2022, its SP has been very much flat during that period. I do have a bit of cash sitting on the sideline and I wonder if I should top up a bit more on CJ, or just cash out and move onto another name.

Patience may be virtue in investing but there are other more lucrative returns out there. What's your take on CJ in the next 12 months or so? Thanks.
Read Answer Asked by Victor on April 20, 2023
Q: If one has exposure to renewables through a large position in Brookfield Corporation (owner of 25% of BEP) and Fortis, do you think it makes sense to hold onto a small position in Northland Power? (which has showed promise over the years but has unperformed the market significantly the past 18 months)
Read Answer Asked by Patrick on April 20, 2023
Q: Good day, what are your thoughts on the prospects for natural gas and what are your favourite US and CDN ways to play it?
Read Answer Asked by Nick on April 19, 2023
Q: I sold my TOU & ARX about 2 months ago when the price of gas dropped and I was glad I did because both stocks drop app 20%. Right now the price of gas is still only about $2.30 and I hear that there is currently an over supply of Gas in North America (not sure about Europe - but I don't believe either company can get Gas to Europe yet) but both TOU and ARC are both rising. Why? Based on the current price of GAS both companies will see a huge drop in earnings this year. What am I missing??
Read Answer Asked by Ronald on April 19, 2023
Q: Gotta say I’m confused,the reason Aqn dropped so much when it reported the cost to acquire Kentucky with rising interest rates was going to handcuff for future acquisitions and also had to cut their dividend,so when they announced they were not going to proceed I thought probably like others getting out of this deal would be a HUGE break and short term catalyst actually results in a further 5.2 % drop,what am I missing…thanks
Read Answer Asked by Greg on April 19, 2023
Q: In a question today you included PPL as a potential takeover. Why did you include PPL and who do you think would be the interested party?
Read Answer Asked by Dennis on April 18, 2023
Q: Why is there this marked difference between WTI & WCS? Is it because western Canadian oil is land locked? Is it a squeeze caused by US refineries who know there is no alternative to them as a buyer at this time? Will this difference improve when the Canadian pipeline to British Columbia is finished? The difference now is about $16.00 but at times it can be $30.00.
Thanks Dave
Read Answer Asked by Dave on April 18, 2023
Q: I would like to have a look ahead on both companies.Would TOU look at selling TPZ if the price was right and how would that affect TOU revenues and Dividend or would they sell both TOU. & Tpz if price was right.Mr Rose has already sold. Companies before.I understandTOU has some long term contracts. What does 5i crystal ball foresee in the future,s .Maybe some rich US company flush with cash look at them or would it be expensive for them. I enjoy the dividends,take your time I have many points to redem

Read Answer Asked by Guy on April 18, 2023
Q: What do you think of Oil as seasonally strong for summer months.? We are seeing some uptick for the past week.

DVN
ENB
XOM
MPC
MPLX
a favourite ?
Read Answer Asked by Daniel on April 17, 2023
Q: I own CNQ and MEG and am considering buying Tourmaline as its been hit so hard and should do better in the future. What do you think? Is owning MEG and Tour too much nat gas?
Read Answer Asked by Graeme on April 14, 2023
Q: How do these 3 compare? Is US energy exposure necessary?

I have a chunk of each of these names.

Please rank in order of preference for overall rerun in next 3 years. Do all names have to be kept or can I consolidate them?

Thank you.
Read Answer Asked by Amir on April 14, 2023
Q: If we were to see a recovery in the price of natural gas, what companies would have the most upside potential from their current price?
Of the names listed, as of today, would you consider them a buy, sell, or hold and why? Thank you for your insight.
Read Answer Asked by Dustin on April 14, 2023
Q: Hoping you can give some info on the debt situation for Ala. I know they took on a lot of debt to accomplish the big US acquisition but how well, in your opinion, are they dealing with their debt. I’ve heard someone suggest that they may sell some assets as a debt reduction strategy as well. In short, is their debt a serious issue or is their cash flow sufficient to cover debt repayments, dividends, etc.?
Read Answer Asked by Donald on April 13, 2023
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