Investment Q&A

Q: Hello 5i Team,
I have been contemplating selling my PKI shares and putting the proceeds into CNQ to boost my dividend income in a non-registered account. Two questions: First, do you think this is a good swap based on the fundamentals/growth prospects of each company? Second, given yesterday's news regarding Simpson Oil's legal victory, should I wait to see if the rally in PKI's share price continues? Current market cap of PKI is $6.5B, but apparently PKI turned down an offer to buy the company last summer which would have valued the company at $8B. If another offer comes forward from Simpson following this legal victory, I'm thinking there may be significant more upside in the share price (the 52-week high for PKI is around $48). Your thoughts on selling PKI now vs. waiting?
Much appreciated,
Brian

Q: What are your thoughts on this new spinout company. I voted against the deal. I'm long Canadian oil and gas but I'm down in my tfsa and it looks like we no longer get a dividend to wait.

Q: What CAD oil companies produce mostly light vs heavy oil.

Q: Could you explain today’s press release in layman’s terms,are they headed for a strategic review and does this give them a tailwind,basically your thoughts on this announcement would you buy here for a 1-2 year hold thank you

Q: Hi,

I've held WCP for several years and, while the divvy is nice, I'm looking for more growth than what it has shown me.

Or am I looking at this stock wrong? Is it really an income play?

Thanks,
Robert

Q: ENB-T has outperformed PPL-T in past 12 months. ENB has P/E of 21.81 and dividend yield of 5.94% where as PPL-T has P/E of 16.00 and dividend yield of 5.27%. Is it a good idea to switch at this price based on Sell high and Buy low? Beside these two metrics, is future earning growth of ENB-T makes it outperforming other pipeline stocks listed on TSX? Your views please.
Thanks

Q: Which one of these would be a safer long term hold for growth and dividends for a retired senor?

Q: Your opinion on the quarter results coming on the 14th. A few analysts feel the $65.00 dollar area is hit its peak for the time being. Your thoughts. cheers

Q: Which would be your presencié. Thanks

Q: Do you think South Bow is potential takeover target? Their pipeline would seem to be a desirable asset for another pipeline company, Private Equity or Infrastructure name like Brookfield Infrastructure. Would their higher debt be a deterrent at this point? South Bow reminds me somewhat of Inter Pipeline but perhaps more desirable since their pipeline extends from Canada into the USA. Looking forward to your response. Many thanks.

Q: On Gear: I understand that 82% voted for the Gear Energy sale, and the new company Lotus. Does Gear have a timeline, for settlement with the shareholder. As an example, if one has 1000 shares, how would the settlement happen, how much cash would one receive, and how many Lotus shares ? When will Gear be delisted ? Given the poor deal that was struck by Gear, I have trouble believing 82% voted for the deal, but that is another topic, for another venue?

Q: Your assessment on their 4th. quarter. Cheers

Q: Which is a better long term hold CNQ or Impetial Oil ?

Q: I want to invest in the oil and gas service sector; primarily in western Canada, im not interested in the producers as I believe the Trump effect will eventually reduce the price of oil for the producer but not the service sector as I believe they will become busier due to the concept of drill baby drill! I would like to purchase TRP;PD but would also like to ask if you support this idea and provide any service names you like? Thank you.

Q: Hi Peter
1. Dividendhistory.org shows about 1% lower yield for bepc vs bep.un. is it correct.
2. It also shows that for bep.un, the dividend was reduced several times. Is this correct or were shareholders allocated shares in a split off?
3. Is bep.un / bepc a low / average price now?
Would you chip away or but a full position now?
Many thanks.

Q: Can you please help me understand why these two names are underperforming while the BOC is easing interest rates? I hold both names in my unregistered account. Please rate them as buy, sell, or hold for a 3- to 5-year holding period

Q: Of these two which would have the safer dividend and some growth for a retired senior longer term ?

Q: Good morning. In your report this morning you outlined TOU as an addition to the Income Portfolio with a yield of 5.8%. The yeild is more like 2.1%, is'nt it?

Q: I saw Eric Nuttall’s article on the case for building more pipelines to broaden our customer base for Canadian energy. I like the idea and think the public could (finally) get behind this. What companies would benefit from this type of project in the short term? Long term?

Q: What Canadian resource companies 1. Have a high US ownership 2.most exposure to tariffs? Many thanks..