Q: If not asked already, can we get your comments on earnings and what you think lies ahead? Does any one thing stand out?
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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 small holdings in the above three stocks, all at substantial losses. Are any of them worth holding in your view?
Q: Good morning. Could i have your views on this co.
Q: -BlackBerry Limited today announced SecuSUITE ® for Government 5.0 was awarded updated NIAP Certifications and listed as a Commercial Solutions for Classified compliant product to meet the highest security requirements for the U.S. Federal Government and the broader Five Eyes intelligence alliance.
Is this any reason to invest BB?
Thank you.
Is this any reason to invest BB?
Thank you.
Q: Please comment on SIS's sale of Norweyian business.It has a positive impact today,$16.90 +0.53(3.24%). Txs for U usuaol great services & views
Q: I want to re-visit a question I asked previously (based on Eric Nuttall's appearance on BNN Bloomberg) and Lionel's input on it. I've reproduced those questions and answers below for reference.
To clarify, Eric was not bullish on natural gas, at least over the next year. What he was feverish on was heavy oil, and his top picks were the three companies above.
I had mentioned Tourmaline Oil which perhaps shifted the conversation toward natural gas, but I was really interested in your take on the heavy oil companies.
Do you share his enthusiasm about heavy oil? I'd appreciate if you could rank these companies. CVE seems the biggest but I sense he sees more potential in the other two which are smaller.
Q: Eric Nuttall was very bullish, almost feverish, on oil (represented by the companies above) while being down on natural gas. To what extent do you agree?
Asked by Kevin on February 27, 2023
5I RESEARCH ANSWER:
We like Eric and used to work right beside him (Peter answering). He is bright and gained lots of experience over the past 20 years. He showed a lot of guts in the oil crash when his fund dropped 70% in three months and fell to $20M in assets (he now manages more than $2B). The sector is very cheap, and vs past cycles corporate balance sheets are very strong. Certainly the lack of spending may results in higher prices over the next three years (depending on the economy). But...it will always be cyclical. The price of oil in fact is even down 14% from before the Ukraine war started. But we think some sector representation certainly makes sense. The TSX is currently at 17.4% energy. We might consider that a bit on the high side. In terms of natural gas, it can be very weather dependent, but we would be more bullish than Eric; the price has dropped so much this year, but it is also dependent on drilling, and the price drop is going to cause even less spending to be done on new gas wells.
Q: I am optomistic that Peter and Eric Nuttall are bullish on the gas sector, as in the 5i reply to Kevin's query (Feb 27). What are your views on XES? Technically, it looks like it has a huge runway to the upside ...Thanks....Lionel
5I RESEARCH ANSWER:
XES is the SPDR Oil and Gas Equipment & Services ETF. Certainly there is upside potential as oil and gas companies spend. However, there has been a trend in the industry towards dividends and buybacks, so spending this cycle may be less than in other periods. Still, the fund is up 38% in the past year, and its 35 holdings look solid. We would be OK owning this for sector exposure, with the understanding that it is always going to be cyclical.
To clarify, Eric was not bullish on natural gas, at least over the next year. What he was feverish on was heavy oil, and his top picks were the three companies above.
I had mentioned Tourmaline Oil which perhaps shifted the conversation toward natural gas, but I was really interested in your take on the heavy oil companies.
Do you share his enthusiasm about heavy oil? I'd appreciate if you could rank these companies. CVE seems the biggest but I sense he sees more potential in the other two which are smaller.
Q: Eric Nuttall was very bullish, almost feverish, on oil (represented by the companies above) while being down on natural gas. To what extent do you agree?
Asked by Kevin on February 27, 2023
5I RESEARCH ANSWER:
We like Eric and used to work right beside him (Peter answering). He is bright and gained lots of experience over the past 20 years. He showed a lot of guts in the oil crash when his fund dropped 70% in three months and fell to $20M in assets (he now manages more than $2B). The sector is very cheap, and vs past cycles corporate balance sheets are very strong. Certainly the lack of spending may results in higher prices over the next three years (depending on the economy). But...it will always be cyclical. The price of oil in fact is even down 14% from before the Ukraine war started. But we think some sector representation certainly makes sense. The TSX is currently at 17.4% energy. We might consider that a bit on the high side. In terms of natural gas, it can be very weather dependent, but we would be more bullish than Eric; the price has dropped so much this year, but it is also dependent on drilling, and the price drop is going to cause even less spending to be done on new gas wells.
Q: I am optomistic that Peter and Eric Nuttall are bullish on the gas sector, as in the 5i reply to Kevin's query (Feb 27). What are your views on XES? Technically, it looks like it has a huge runway to the upside ...Thanks....Lionel
5I RESEARCH ANSWER:
XES is the SPDR Oil and Gas Equipment & Services ETF. Certainly there is upside potential as oil and gas companies spend. However, there has been a trend in the industry towards dividends and buybacks, so spending this cycle may be less than in other periods. Still, the fund is up 38% in the past year, and its 35 holdings look solid. We would be OK owning this for sector exposure, with the understanding that it is always going to be cyclical.
Q: Understanding that's are two different beasts, would you swap Prologis for Cameco today?
Q: Peter; If I read their numbers correctly they’re only expecting $270M FCF in 2023- is this a miss ? Thanks
Rod
Rod
Q: The eyeglass/contact industry seems ripe for disruption due to high costs to the consumer, often paying several hundred dollars for a pair of glasses. Warby Parker and Zenni optical are at the forefront of this disruption. Almost everyone I know buys online these days, $1-200 per pair. Warby is publicly traded, reported today. What is your opinion on Warby and do you have any idea if/when Zenni will go public. The former has retail stores, and charges more for their product, the latter online only.
Thanks
Thanks
Q: Can you please comment on today's results.
Q: Now that energy stocks are going out of favour, it's time to start looking at the what might be attractive from a valuation point. I'm looking for a US energy company (not XOM or CVX): what are your thoughts on DVN and PXD? Is one preferable or do you have another suggestion? Thanks.
Q: My TFSA has relatively small positions in these equities for some modest income. Most of my TFSA is positioned for growth. With Sylogist's recent dividend slash and resulting price tumble, I am thinking of taking my lumps on SYZ and redeploying the cash to buy more AX.UN that is value-priced.
What is your opinion?
What is your opinion?
Q: Good morning, for an energy Covered Call strategy would you recommend the unhedged or hedged version between these two CIX funds, thanks?
Q: Is this sell off over done in SXP? I know it had a good run and some investors taking profits, but it’s still cheap and the CFO leaving after a short stint doesn’t seem like it should be that big of a deal. Thanks
Q: Thanks Peter and Ryan for getting us through these difficult times. I'm looking for some future growth potential stocks with a 10+ year timeline horizon, who would be some of your picks who have the right team and vision in place for growth?
Thanks!!
Thanks!!
Q: Hi, I sold some stocks last year that had gains, but missed selling the loser that I was going to offset them with. This year I have 2 stocks left one has a gain and the other is loss I missed selling last year. Can I use this loss to help me in any way going forward. Thanks.
Q: I would appreciate your thoughts on this company. There was a relatively large sell-off last week for some reason.
Q: hi folks..any significance to the announcement of Nick Brien as new CEO for Enthusiastic game eglx/t....company winning numerous rewards & accolades..but done nothing for shareholders...currently hold...thanks as always..jb Piedmont QC
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Franco-Nevada Corporation (FNV)
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Wheaton Precious Metals Corp. (WPM)
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Dundee Precious Metals Inc. (DPM)
Q: I own some steel, copper and CCO. Which of these 3 (WPM, DPM, FNV)would you prefer to complement them over the next few years, and why?
Is there a better alternative than the ones I've listed?
Is there a better alternative than the ones I've listed?
Q: I thought the Paya acquisition would have really gave this some momentum. US exposure for growth. Couldn't think of better news. I guess I'm wrong about this. What am I missing. Do you think this is a strong buy.