Investment Q&A

Q: Hi 5i, pls comment on their 2nd qtr results pls. Looks like the market didn't approve.

Thx.

Q: Hello

With the current chip shortages, what is your view on Lam Research.
Is it a good hold for the next 5 yrs ? And at what price do you consider a good entry point? Or would you rather recommend another semi conductor company?

I hold TRP and I want to know if you see it as a good hold as an income stock?
What is your general view on the company going forward.

Thank you

Q: Can I get your opinion on SD. Isn't it trading at a very low multiple of cash flow, also sitting with a lot of cash? If so, what do you think they will do with their excess cash going forward? What do you think are their future prospects re share price.

Q: Hi 5i,
do you think AQN, BEP.UN, BEPC, BLX and NPI might experience some tax loss selling pressure for the remainder of 2021?
Can you rate them in order of purchase preference with #1 being the most favoured for an income portfolio.

thanks

Q: Could you comment on recent acquisitions and debt level etc .?

Q: NPI has recently stumbled but is still likely a takeover candidate while BEP.un is a great all-around company. For new $, would you choose one over the other or a bit of both? Thanks!

Q: I appreciate your thoughts on Spartan’s quarterly result. Is it worth holding? I’m down 25%.
Thank you

Q: All things be considered, would you buy BEPC OR BEP.UN today for a registered Canadian account. Please explain.

Q: green impact partners, does this company have any money and does it warrant a $8.70 share price? thanks

Q: Could you please tell me if Canadian Energy Services has reinstated its dividend, and if so, what is it exactly? TD shows it as $0.02/month. Doesn't sound right.
What are your thoughts on the company short term and long term?

Thank you,

Q: Hi, could you please comment on AQN’s earnings release. Thanks.

Q: Retired, I am not what we call an eco-anxious, but I never thought I had experienced such a degradation of the climate in my lifetime. So I put my money where my mouth is. I have sold my all my energy stocks. I bought in place some BEPC and would like to know one or two other suggestions. Are there other green energy solutions? Canadian stocks only.
Thank you for your very helpful advise.
Yves

Q: Within the past month or so, you stated that you like BEP. But they have been languishing now for some time and trading sideways. Do you see their stock values returning to their previous pattern soon?

Q: Hello, I'm looking to take a large position (for me!) as part of a generational investment approach and I'm trying to decide between the two or to invest in both.

Here are some the questions I was hoping you could include in your answer:

Do you see these as good candidates for a set-it-and-forget-it long term investment?
What are some of your reasons for preferring one over the other?
Do they ship a similar product mix?
Do they have similar revenue growth - both pipeline and non-pipeline?
Is there a difference in financial health/dividend stability?
Do they ship to similar places? eg Henry Hub for gas/Texas refineries vs cross-Canada vs international shipping ports?
Would you prefer one vs the other or would you allocate a portion in each?

Q: What are your thoughts on TA's Q2 results and the stock's valuation at this level? Thanks

Q: Seems like many of the renewable stocks are showing weak earnings and/or weak stock prices. Is this a short/.medium/long term trend? Are they short term covid related issues?

Q: Is CU a good long term hold for dividend growth? Their recent dividend growth was lower than their historical average. Is this something of concern?

Q: Would you recommend continuing to hold Enbridge with OPEC's current stance? Great dividend but if little or not growth, should I look elsewhere? Thanks.

Q: In your last commentary on Freehold, you referred to it as "decent". Noting it is tied to a commodity over which they have little pricing control. Does their latest quarter (reported August 10th) as well as the 25% increase in the dividend change your thoughts ?

Q: What are your thoughts on earnings. Is it time to buy on this dip?