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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I understand that Arc (ARX) and Cheniere Energy (LNG-A) have entered an agreement whereby Arc will supply gas to Cheniere for a period of 15 years (subject to the decision to go ahead with construction in Corpus Christi, Texas)
I have a small position (106 shares) in Cheniere awaiting some event that makes it a great time to increase holdings. I have yet no position in Arc however do you think that the deal is big enough to ensure Arc will have a meaningful opportunity to find an excellent way to the outside world through Cheniere?
Thanks
Read Answer Asked by DAVID on May 09, 2022
Q: I have a small percentage in each of these companies, I would like to add to some or all can you tell me in order of preference you would suggest I add them.
Thanks, Dorothy
Read Answer Asked by Dorothy on May 09, 2022
Q: Peter and Co., AQN is seeing considerable selling pressure. I am cosidering adding to my position for recession protection and selling some of my overweighting in energy stocks. I am a bit cautious as the stock is falling. Also, REFINITIV's analysis gives AQN an overall rating of '5' on a 10 scale. fundamentals rate a '3', valuation a' 1' and momentum a '3'.
Do you have concerns about these low rating? At what price would you see AQN as a great buy?
With appreciation,
Ed
Read Answer Asked by Ed on May 05, 2022
Q: Hi,
I'm currently holding all of these at a loss, mostly in RSP's - so the loss, if taken, won't be helpful tax wise. I'm aware you are still recommending GSY, but assume that is because at this point it is a reasonably buy. It has been a particular disappointment for me, as I purchased near the recent highs, so I wonder if the remaining capital I have might be better in the energy sector, as I do hold other financials. SNAP and SBUX are looking a bit more like they will take a very long time to show positive momentum - would you agree? Or do you feel it is worth holding onto all of these? I don't need the cash, I'm just wondering if it would be more prudent to stop the day by day reduction in principal, in particular when there are options such as ENB that pay a sizeable dividend in a more positive sector.
Many thanks for your thoughts, as they are always appreciated.
Dawn
Read Answer Asked by Dawn on May 05, 2022
Q: Hi Peter, Ryan, and Team,

In a TFSA with PKI as the only "energy" holding, would you be OK with a switch to ENB? (Higher yield, lower beta, more conservative) The recent dropping of PKI from 5i's portfolio is another reason, and it's been quite a "dog" for me.

Thanks for your continued insight as we navigate this difficult market.
Read Answer Asked by Jerry on May 05, 2022
Q: Hi,
Do you agree that matural gas is a good place to be these days and if so, what CDN and US stocks/etfs would you suggest? I'm also interested in UNG - a US natural gas etf?
Read Answer Asked by Graeme on May 04, 2022
Q: I wish to take a position in two pipelines. Could you please discuss which two of the above would be the best fit or complementary to each other. This would be for a long term hold. Please feel free to add any other comments or other companies.

Thanks

David
Read Answer Asked by david on May 04, 2022
Q: ARX Arc Resources, BTE Baytex Energy Corp, or BIR Birchcliff Energy Ltd

Which has the least debt, best management & best potential going forward?

Thank you.
Read Answer Asked by Ross on May 04, 2022
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