Investment Q&A

Q: Hated BEPC for so long as I was down for many years after buying during the big hype for renewables when Biden was elected. Now, kicking myself for not buying more at the lows. My question is whether this has now run too high. Is there still a place for traditional oil and gas/nat gas in one's portfolio or for a young person (20's) should these be replaced with BEPC? Thoughts and buy price, please. Thank you!

Q: HI group i own the above stocks in the energy sector. Unfortunately some of them are lagers > Particularly NRGI ( down 23% have owned since inception???what gives Erik) Also worried about ARX ( Presently )up 36% but dropping rapidly in the last 6 months TOU ( breaking even but worried about performance as of late

ENB + FTS seem to me hanging in there So my question is what changes should i make while the sector is down and out. What should i do sell NRGI and buy TOU OR? (you suggestion please also should i keep or buy something else in the sector another thought is to ARX sell to buy TOU or ALT

Lastly the great AWAKING OF NATURAL GAS APPEARS TO ME TO BE STALLED YOUR COMMENTS AND SUGGESTION ON WHERE THE PRICE OF NATURAL GAS IN GENERAL IS GOING STALLED AND WHAT I SHOILD DO WITH MY ENERGY PORTFOLIO PLEASE thanks FOR YOUR HELP

Q: Given the growth in data-centre construction and electrification, which Canadian or U.S. power producers do you see positioned to benefit most. Looking for companies with actual and planned capital investments support that potential?” Additionally, as this will be a RIF addition, also looking for sustainable yield

Q: With ETF's would you suggest to best take advantage of the expected growth in demand for electricity and it's infrastructure?

Thanks

Phil

Q: Hi,
Is $24.75 a fair price for KEC takeover? Other bids possible at a better price ?

Q: Over one year period PEY has had a much better, and even an opposite performance versus ARX wich seems to go "nowhere",even though it is a much larger ( and safer?) Cie ..I have an significant position on ARX , is there a better choice , should I diversifie in this sector with other Cies, or should I be more patient ? Since I wish to own a safe position for in the natural gaz sector for mid-long term ,thanks for always appreciated clarifications .

Q: If the deal with Meta is “officially” announced, does the stock pop or is such deal now already priced into stock price ?

Q: I am an income investor and am overweight energy at 13.82% of my portfolio. FRU (4.63), CNQ (1.93), ENCC (1.17), TOU (2.72), EMAX (3.37). How would you reduce the energy holdings down to a more reasonable 5-7%?

Thank You, Jim

Q: Could I have your opinion on HME please. Is it in your Income Portfolio as mention on October 15 post? If so I am not seeing it...
Many thanks!

Q: Hi there. I'm wanting your opinion on this stock and whether it could be put into a portfolio at current price? Seems the sector may still be undervalued.

Q: Hello 5i Team
I would like to add to the above stocks , do you see oil to start to make a comeback and would you recommend these stocks.Would you recommend any other stocks in the oil or gas industry?
Yesterday zoom was just fantastic with lots of takeaways of knowledge.
Thank very much.

Q: Thoughts on their latest quarter.

Q: Is Rockpoint planning on paying a dividend?
If so, any idea how much it might be and when it will likely be announced?

Thanks, Rick

Q: If bullish on natual gas, what are two canadian and two US names that you would see as good opportunities?

Q: Questions on PPL:

- Can you please provide a bear and bull case for PPL?

- How is its balance sheet compared to TRP and ENB?

- Is PPL different enough from TRP and ENB that one could own all three?

- If one were to own all three (and if BIP.UN is also owned - which has pipelines too) what overall total percentage range of Pipelines would 5i be comfortable with?

Q: Please comment on Chrd. Buy,Hold or Sell.If sell,please 3 best alternaives,regardless of sectors.Txs for u usual great views & services

Q: Hello Team,
Could you tell us about BEP.un debt level please. Is it taking on large debt to build energy infrastructures for AI?
Many thanks!

Q: Looking to add oil sector to my portfolio (price of barrel near multi year low). What these two would you prefer, how possible is a large multi increase over the next 5 years?

Q: Some positive comments regarding AQN on BNN Market call.
Currently I own shares and am considering adding more.
Would you be a buyer or seller of this stock?

Q: I recently came across some news about this company, namely that it had suddenly terminated a strategic review to maximize shareholder value, and instead has sold a $60M asset with the intention to distribute the proceeds (0.90 on a $1.35 share!) to its shareholders. You have just one (older) question on this company. Can you comment on it in general, and also specifically on this procedure: how this might benefit the company and what will happen to its valuation?