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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: Hi 5i,
Do you think that GXE is an attractive take over candidate, based on its size, share price, balance sheet and, perhaps most importantly, the nature and location of its in the ground assets. (I benefited entirely fortuitously, but significantly, from WCP's buyout of TORQ some time ago, and I wonder if something similar could be in the offing for GXE....).
Thanks for your thoughts,
Peter
Read Answer Asked by Peter on November 22, 2022
Q: Please help me with my thinking regarding the Brookfield bunch of companies.
Brookfield has for years, been criticized for its complex structure and until relatively recently had been simplifying. However, we now see a lot of activity with the formation of BBU , BAMR , BEPC and the soon to be ( new) BAM. They are selling companies to their affiliated companies ( Westinghouse , BBU to BEP ).
It is getting confusing. Could there some sort of financial shenanigans going on here ?
I have owned BIP and BEP happily for years and am close to buying BAM but am waiting until after new BAM has been spun out. I have looked at investing in all the Brookfield companies at one time or another but believe that Bruce Flatt has made his fortune from BAM stock so it seems best to follow his lead.
Your thoughts are appreciated.
Derek
Read Answer Asked by Derek on November 22, 2022
Q: I dipped my toe I the preferred share market at the offering of BROOKFIELD REN-A S-18 PFD in April. But being new to me I am hoping you can explain the ins and outs of what I purchased. I will be honest, I saw Brookfield renewable, 5.5% and the word preferred and hit the buy button. since that time it has steadily declined. the redeemable date is April 2027. Additional questions are: 1) on the redemption date will they be redeemed at my purchase price or market price? 2) the current yield based on current price is 7.31% would you buy more at current price? 3) for future reference when should an investor buy this type of share?
thanks for the great service. deduct as many credits as you feel is fair.
Todd
Read Answer Asked by Todd on November 22, 2022
Q: Was around $7 then a Murray Wealth Group report leaked that they will miss earnings on the high side. The stock went fro $7 to $5. Then the earnings came out and after initially rising over $5, they have now dropped to $3.70.

Was the earnings bad enough to warrant this drop? Does this make sense or is the a "table pounding buy" with a present PE of lower than 10?
Thanks
Read Answer Asked by Herm on November 22, 2022
Q: Re: Lorrianes question on holding gold.
As an option there are these two ETR's available through the Canadian Mint (US and CDN) . I believe they will send you the gold if you have a full 10000 ETR's. Here is the website link
https://www.reserves.mint.ca/tsx_gold/#/
TSX symbols MNT:CA , MNT.U:CA
Read Answer Asked by Jeremy on November 22, 2022
Q: Any thoughts on BQE as a play on increased mining activity due to commodity demand? I feel China is a risk given a lot of their business is here but they also have North American exposure. Environmental impact minimization of wastewater would seem to be a mandatory thing for any new mine permitting. I see the US is looking for Rare earth sites in Canada so overall, I do expect an increase in mining activity in North America. Do you agree?
Read Answer Asked by Neelesh on November 22, 2022
Q: A Bloomberg recently article said that Enbridge is going to apportion space on a segment of its Mainline system by the most since November last year. It went on to say that 'apportionment is when shippers reduce volume when they see too much demand on a system, and has contributed to a glut of supply in the past as producers are left with the excess'. The article further said that 'pipeline apportionment has previously led to large discounts for Canada’s crude oil and now threatens already-weak oil prices'.
Lastly, it said that 'the rise in apportionment signals that export lines may be filling up again amid record oil production in the province and rising demand for Canadian...'
I couldn't unpack the above and was wondering the effect it would have on the stock. I see that today 21 Nov the price has not moved much.
Many thanks
Read Answer Asked by TOM on November 22, 2022
Q: I've missed the energy company run up (other than my lone holding = SU) but maybe better late than never? Which Canadian oil and/or gas producer would you recommend?
Read Answer Asked by DAVE on November 22, 2022
Q: I purchased AQN a couple of years ago and when it hit around $10 a week or so I purchased again doubling the amount I own. It is still not a significant amount of my holds.
However, I am wondering if I could sell the original amount purchased couple of years ago at a higher price and claim a capital loss for those shares even though I have purchased more recently.
Read Answer Asked by Paul on November 22, 2022
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