Investment Q&A

Q: Hello 5i
Given the intention to increase a position of any of these currently held for income (and growth as all being held long term), in what order would you suggest could be most beneficial considering all are currently underweight.
Thanks

Q: What are your current thoughts regarding plaza reit as an addition to the income side of my portfolio? If negative, do you have any suggestions for stable high-dividend Canadian stocks that I can investigate? thanks, J

Q: chart please

Q: Please rank the five oil service companies to purchase at current SP.
Thank you

Q: Looking for updates on these three. As usual would think the possibility of higher returns comes with more risk…how would you rank them for total return 3-5 years?

Q: Do you have any recommendations for companies, U.S. or Canadian, that demonstrate good technologies involved in energy storage and smarter distribution systems. Any market cap is fine but fundamentals should be decent. Thanks.

Q: Could you please comment on the latest quarterly results. The market did not like the results.
Would you add to a position in a TFSA at this level?
Thank you

Q: Today shareholders approved the TRP spin off of South Bow. Will this ultimately unlock additional value for TRP shareholders and if not, would it be better to sell before the spin off? If its a sell, would CNQ be a good replacement in the same space? Can you suggest any other companies in the same space with a stable and growing dividend? (I already own ENB and Pembina).

Q: Hi - you initiated a 1.5% position in PSI on Mar. 26 and then increased its allocation by another 1.5% on Apr. 9.

You were also asked a question about PSI in comparison to NOA and TVK on Apr. 1, to which you replied you like NOA and TVK.

"PSI is a much more cyclical business than the other two (TVK is less cyclical, and NOA is currently in an up cycle), which we would not be comfortable owning for the long term. In terms of total return, we think TVK and NOA could do well from these levels over the next three to five years given their cheap valuation."

Can you please clarify - what are you seeing in PSI that you like? Is it something you are comfortable owning for long term? Why did your comments seem unfavorable to PSI while you were acquiring shares in your income portfolio?

Thanks,

Q: Hi 5i
Currently own both but I intend to sell AQN to top up PSI or release funds for something new.
My question is relating to the likelihood of AQN suddenly gaining attention and being re-rated to the upside, effectively making this a timing question.
Thanks

Q: Hi 5i,
Could you compare and contrast PSI, TVK and NOA, with risk and total return over the next three years being the primary concerns. I'm considering them because I've done well with KEY since buying in 2020 and adding here and there since then, and think it may be time to sell a third of KEY and re-invest the proceeds. Registered account.
Thanks!
Peter

Q: Good morning everyone at 5i!
Quick question...does PSI increase its dividend yearly? And of so how long has it consistently doing so??

Cheers,
Tamara

Q: Please comment on the earning reports. Thanks a million.

Q: I am considering reducing energy positions and letting go one or more of these companies. How do you rate them for fundamentals and any other metric you choose to rate them: Keyera, Pason Systems and Freehold Royalties. Sell order??

Q: After reviewing the quarterly results of Andlauer and Pason Systems last night, I thought they seemed rather mediocre, and figured the stocks might drop a bit today. To my surprise, they both went up substantially. I would like to hear your take on the quarterly results of these 2 companies, and whether you think they are keepers. I'm thinking maybe sell on any further strength.

2nd part of the question, from looking at the charts for these 2, I am think a sell point approaching previous levels of resistance for PSI would be about $16.25 and AND about $44.75. Do those look about right to you?

Q: Hi, I own Parex, Gear, Trican, Pason, Advantage and Prairiesky in small percentages for this sector . Collectively, I am about breakeven. I would like to consolidate into two or three holdings. Of these, what would be your preference? Overall total return is the objective.
I have also seen Terravest mentioned as a favourite compounder in the same sector in the Q&A, Is this a new entity or did they do a recent name change from a former company. Is this a more preferred name vs the others mentioned?

Cheers,
Steve

Q: What is your opinion on Precision Drilling for the next few years. Its been on a tear recently

Q: Seems there's a possibility the market might be headed for a bit of a pull back. If this scenario plays out I'm thinking companies flush with cash may do better than others. What Canadian companies that have a lot of cash do you think have the best chance of doing relatively well in a market correction?

Q: I am down with the above could you give me your advice to HOLD or SELL
THANKS. Pat K

Q: Thoughts on NAT over the next 2-3 years?