Investment Q&A

Q: How would you rank these at todays price and future potential over the next 2-3years?

Q: what is your opinion of these types of trusts?

Q: Can you break down results of current quarter

Q: Holding AQN in a dividend portfolio and down like many others. Pondering a switch to BEPC and looking for your thoughts on this move based upon prospects for total return over the next 2-3 years. I understand that in these situations looking forward is what matters but must admit I think my bitterness at the fall of AQN might be clouding my rationality a bit.

Q: Which would you buy and why

Q: Wondering what the current status of the AQN takeover of Kentucky Power is and if you have an opinion on the likelihood of its successful completion. As a AQN stockholder I feel it might be better if it was terminated but I’m sure AQN feels it can’t say that publicly. Is there a firm deadline for a decision? Comments?

Q: Any updates or thoughts on this one?

Q: I have some Tou at a much lower price and was considering selling half and waiting a few weeks in hopes that gas price rises and repurchasing at a lower price. Thoughts?

Q: ATH is to report earnings March 1st.
1/4 ly earnings estimates don't look promising.
I notice they have a short position of over 7% about 45mm shares.
I like that insider holdings shows skin in the game,
They have now been on the TSX for a year and price is improving. Any chance ATH will finally start a dividend.
Your comments please.

Q: I know you generally have a favorable opinion on Enbridge, but I have a hard time getting past a couple of things about the company:

1. Debt load - While their cash flows have been increasing, so has their LTD. And they don't seem to be in any hurry to pay it down. That, and with interest rates moving up, will the increased service costs not hamper their future dividend growth?

2. Dividend - It was not that long ago they were forecasting 7-10% div growth. Then they reduced it to 5-7 and then 3-5. The most recent increases are closer to 3% than 5.

While I acknowledge the things they provide are basically necessities (so we need companies like this), are the best days behind this stock? Do you see another stock that is akin to Enbridge 15-20 years ago in terms of growth / dividend growth?

Thanks in advance. I appreciate the service you provide.

Q: Between these two US energy conglomerates, and in a RIF account looking for consistent yield north of 4%, which would you prefer and briefly why.
Also wondering which has a larger breadth of operations.
Thank you

Q: Thinking about selling some Suncor and buying Arc Resources, already own Whitecap and Tourmaline in smaller amounts, thoughts ?

Q: Hi Peter,

Why do you think IPCO drop so much today specially when Oil is having a good day. Does it change your investment thesis or is it time to add to a an existing half position?

Q: Dividend yield for ENS is 10.10%. Lower than in the past but still very high. How can they pay out this much when ENB only pays 8.77%?

Would you be a buyer of ENS?

Thanks as always. Your advice is appreciated.

Q: Do you foresee any share price growth over the next year? Two years?

6% is still a large dividend. Is it sustainable?

Is their debt manageable?

Q: Hi folks
Today Feb 6, XLE is $85.45 as I type. I believe i read in the Q and A that you mentioned that if XLE dropped below $85.00 that the sector is rolling over. Is this still the case? If so what would you suggest I do if anything? My weighting is 9.5%. I own ENB, SHEL, HES, TOU, TVE, PEY, SU, PXT with each at varying weights. (ENB being the highest at 3.35% and I realize also a Utility)
Thankyou as always..much appreciated.

Q: what is the earnings expectations

Q: Hello 5i,
Could you do a brief comparison of the these companies pros and cons and which you would chose?
Thank you
Dave

Q: I've reviewed the financials, recognize micro-cap risk, and gas price drop off but no matter what gas companies, to sustain production (decreasing well outputs) or increase by even 5% to 8% per annum, require new production and so these two companies products are in demand. Recent results (last Q) were good improvements for both companies, though only SHLE has shown a market response. Can you do a quick financial and product comparison and indicate which you'd prefer over the other. I realize these are so small they are likely under your radar screen.

Thanks for all you do.
John

Q: what are your 3 top stocks related to the oil industry?