Investment Q&A

Q: Hi, I don’t think I worded my recent question about the energy/mining sector very well. I was looking for some ancillary type company suggestions, like the company that supplies the sand for fracking or provides well services or repairs or leases the mining equipment or is going to build the roads to remote mines…that kind of thing. I guess anything that might be on your radar or comes to mind as an opportunity in that space broadly.

Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?

Q: Articles recently that American companies might start looking at Canada again as some of their shale plays are slowing down . They list the Montney and Duvernay as the top plays . What would be your two top picks for each of these ?

Q: Hi 5i
Referring to Johns question from Nov 19...At what price would you consider the $10 dividend to be baked into the share price...
What would that price be in 5i's opinion if one wanted to add a bit to short term existing position.
thx

Q: are the lundins being ignored?

Q: Dear Peter et al:

Finally the "Board room Brawl and the dust" has settled. My iTrade has finally properly ledgered the changes. It shows that I am in the "green"! Yea!!!

The question is now what?! What is your opinion on CVE going forward? I know you don't answer any personal questions. So, if YOu were a holder of CVE, would YOU, add to CVE or leave it alone or sell? What are your alternatives to CVE?

Many thanks.

Q: It’s seems that the stock is enjoying its marked rise at this time , Is it due to possible merge or a buy from other company? It’s apparently much above its book value and by itself its future growth will not be marked. Is it indeed overvalued and could be sold ? The dividend is good so it could be kept as a dividend payer as one wait for buyout or a merger. What is your opinion on thei stock at this time ?
Thank you ,
Miroslaw

Q: Hello. In the MEG takeover by CVE, I opted for all shares, but received 96% shares and 4% cash because it was over subscribed. In my TD statement, the "book cost" of my new CVE shares reflects the price of the recent transaction, not my original cost of the MEG shares. Will I need to pay capital gains on the shares? As I researched the issue, some sites say the transaction is a "deemed disposition", and I will need to pay capital gains on the shares and cash, and other sites say I can use the "Section 85 rollover" provision to delay capital gains on the shares. Your insight is appreciated.

Q: Could you please provide your thoughts on the above company. I am thinking about taking a small position initially.

Q: Any thoughts on this company?
As always, thanks for your fantastic guidance.

Q: I hold this company and I have heard through the whole process with the MEG acquisition that its assets are not the best quality, and that it doesn't have the liquidity compared to CVS. If this is accurate and you can confirm so, I will not hold it for the long term. The share price has moved up a little since CVS has been solidified as the buyer. SCR is going to (subject to board approval) go ahead with the $10 special dividend. Do you think approval of the dividend is a formality, and once approved the share price will move up further? At what price would you consider the $10 dividend baked into the stock prompting a sell? I assume the stock will drop close to $10 on the X date so perhaps it may make sense to sell prior to qualifying for the dividend? Do you share the sentiments presented in this narrative? Thank you. John

Q: Greetings 5i,

Thoughts on MPLX? 8%div, good last quarter, and shares a project with ENB I believe.

Cheers!

Q: Wow - did I ever screw up! I bought PKI shares on October 30 not realizing there was a deal already in the works with Sunoco. It appears to me that I lost half my investment in a week. Can I use this as a tax loss?

Q: Why is Peyto on fire today? Earnings was a few days ago. Do you think it has much upside? I'm asking because I'm sitting on a nice gain, and wondering if I should take partial profits. Thanks.

Q: Down 30% hold or sell
Thank you for your guidance

Q: Which of these Nat gas cos would you prefer and why?

Q: Dear 5i team.

Please provide your assessment of Tou's Nov.5th earnings and outlook.

Don't see any Q's on it in the archives.

Q: Your current opinion of this company and its growth compared to our canadian oil companies and the possibility of future pipe lines.

Q: Is 5I as bullish on Whitecap Resources as Eric Nutall is?
He was highly recommending it on BNN Market call today.
Is it a buy?

Q: Can I ask you to suggest a few mid-cap companies that could prove to be good long term investments in the solar energy sphere? My only provisos would be a solid balance sheet and hopefully a valuation that is reasonable based on current fundamentals. Appreciate your thoughts, thanks.