Investment Q&A

Q: What do you think of their report?

Anything to explain such a drop?

Q: 2nd largest holding in my portfolio. What did you think of their earnings?

Q: Back in September 2024, I had asked whether it might be a good idea to rotate from ENB to a producer like CNQ/CVE. 5i's response as the time was that it was not a fan of "fixing' things that are not broken".

This has so far been good call because ENB has faired well while the producers are hitting new lows.

My question is: at what point does the risk/reward become such that rotating into the producers make sense?

Q: Thoughts on Tourmaline 1st quarter earnings?

Q: I currently own ENB (full position), SU and WMB in my RRIF. I am thinking I would like to increase my dividend income to help meet my annual withdrawal. I am trying to decide whether to sell WMB and buy more SU (more dividend income); sell WMB and replace it with CNQ (dividend bump and retain diversification) or stay the course and sell some shares if needed. I would appreciate your opinion which could include an option I have not considered.

On a different note, we had the misfortune of having our home broken into in Toronto. During the course of the investigation the officer suggested we download the images captured by our door alarm using their Axon app. I took the opportunity to ask the officer about Axon which I own (get a little intel to turn my lemon experience into lemonade maybe!). He said the officers love the software and they were looking forward to getting the upgraded Taser within the next few months. So it was nice to get that positive news.

Appreciate your insight.

Paul F.

Q: your answORC.B is quite small, and is the 'stub piece' of a company that was sold (Pan Ocean, by the same management) many years ago. So, the team has built and sold companies before. ORC is very small at $55M. Earnings have been up and down, and it currently has $60M net cash. Insiders own 18%. The company has been in a long running dispute with Tanzania, but this was settled this week with more money coming into ORC for natural gas sold in prior years. This is positive but highlights some of the political risk here. Two analysts cover the company. Shares have really underperformed, down 33% in ten years. Despite the pedigree of management, we would have little interest here, though certainly the company could get more active with its cash and this could spice things up if it were to do so. er was

I am wondering why dont we take the company private for no cost and stick 5 million in our pockets. Do you want to go 1/2 and 1/2?

Q: Hello 5i
I noticed one of your answers about Trump tariffs in which you cite Aritzia as an example of how difficult it is to predict which consequences certain actions will have on stocks. Fortunately, I did not sell that company. But, I did sell icln a few months ago, fearful of Trump’s disdain for renewable energy. But, icln has not moved much lower in those several months. In fact, it has risen a little. I wonder if you have any speculations on why that is? I am thinking about getting back in. How would you see that possibility?
Thanks

Q: what do you think of the deal on the table. Are shareholders getting fair value?

Q: Hi,
Sunoco has offered to buy Parkland @ $44 per share or for a mix of cash/shares. PKI closed at $38.25. Is this a good opportunity or is there a lot of deal risk? Little confused by the lack of stock movement. Holding a small position.
Thanks!

Q: As a holder of FRU, I notice that there has been a marked decline beginning in early April. Does there exist any evidence of major sales by large holders, such as institutions, ETFs or, say, CNR?
Thanks for all you do, Bill

Q: Peter; SES missed - again- but stock is up slightly. I’ve been trying to convince myself to hold - could I have your thoughts please. Thanks.
Rod

Q: I remember hearing that CNQ breaks even at $50 dollar oil. Question is, is this true, and does that include dividends. Also, I would like to know about CVE, Whitecap. I am wondering about US oil companies in the basins of Texas area and Montana area. What oil price do they need to keep operating (cost of operations).
Thank You again for your excellent services.

Earl

Q: Can I have your thoughts on th quarterly results reported this morning? I found the news release quite encouraging, despite a languishing stock price. The results seemed pretty good to me, they are buying back shares, they report terrific demand for their product, and they say the tarif chaos gives them more and better opportunities to expand. So why is the stock price languishing??? or am I missing something

Q: How will Parkland be affected when Simpson takes control of the board?

Q: Hello 5i,
It appears that OPEC + is driving the price of oil down to pressure North American oil producers and regain market share. What might happen to the price of natural gas if there is a significant slowing of NA oil production. Which companies could benefit from this? Thank you for your response.

Q: With the price of oil going down, do you think that it’s better to hold natural gas stocks and sell companies that produce mostly crude?

Q: I am an income investor looking for stability with some growth and want to invest in pipelines. I would prefer an ETF like PPLN but the cost is too high with an MER of 0.74 and TER 0.11. If you could only invest in 3 of the above 5 companies, which would you choose? Can you rank the above 5 pipeline companies, from highest growth potential to lowest, over the next 3 years.
Thanks!

Q: What do you think of this small cap company in regards to their consolidation ,small volume and market cap? Is the dividend at risk and will survive.
Analysis and buy sell or hold would be much appreciated!
Thanx
Gary

Q: Hello Team,
Can I have three Canadian energy names you recommend now please.
Best,

Q: I have sold half my position in AQN at a loss awhile ago and now am considering selling the other half and moving on. Wondering if I should wait until after earnings or just sell now. Do you know what is expected this May 9th earnings? What would be the stock to recoup losses of 50% -it can be any area, doesn't have to be utilities. Thanks.