Q: Hi, could you please comment on the recent G&M article ‘ This dividend-growth story is also a debt-downgrade candidate’. Is there reason to be concerned? Thank you.
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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: Could you name a couple of replacements for EMA. Gerald
Q: I noticed in one of your answers today you indicated the TSX Index is roughly 17% energy. I thought people should understand that this figure includes pipelines, midstream companies, uranium, and for some reason, Parkland. I looked at the XIC holdings today and added these up, and these non-producers make up roughly 8% of the TSX Index. The XIC energy weight as of Mar 8th is listed as 16.6%. That means the O & G producers make up about 8.6% of the TSX Index. A bit lower after today.
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Halliburton Company (HAL $21.97)
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SLB Limited (SLB $31.72)
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Diana Shipping inc. (DSX $1.57)
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Berkwood Resources Ltd. (BKR)
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Teekay Tankers Ltd. (TNK $49.13)
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Nordic American Tankers Limited (NAT $3.22)
Q: Do you see any second derivative opportunities to the current bull market in commodities? More specifically, are there any tanker shippers you favour in this environment, like NAT and TNK, or dry bulk shippers, like DSX or SBLK? With the possibility of a reinvigourated US oil and gas industry, what are your views on service companies such as HAL, SLB, and BKR? Thanks.
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BMO Equal Weight Global Gold Index ETF (ZGD $237.34)
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BMO Equal Weight Oil & Gas Index ETF (ZEO $79.04)
Q: Hi 5i What EFT's do you recommend please for:
1. Canadian Oils
2. Canadian Gold Producers
Also do you recommend hedged or non hedged EFTs?
Thank you. Ron
1. Canadian Oils
2. Canadian Gold Producers
Also do you recommend hedged or non hedged EFTs?
Thank you. Ron
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VALE S.A. American Depositary Shares Each Representing one (VALE $10.75)
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BHP Group Ltd. (BHP $53.62)
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Canada Nickel Company Inc. (CNC $1.02)
Q: is this the best nickel play
Q: This company's products and customers seem like they would be fairly recession resistant. Do you agree and what do you think of the company apart from that?
Thanks,
Thanks,
Q: Could you please comment on this new fund. There is quite a difference in the price of the series and ETF, could you explain. It's not showing a dividend yet, but on their site it says it has a target distribution of 5%. Would this be an appropriate fund for an income investor, or do think just buying a few Co.'s would be better? If so which ones? What do you think of Nine Point Energy, and would you agree with Eric Nutall's comment that the party in oil and gas has just begun, despite the large gains we have seen recently? Thanks so much for your service.
Q: What % exposure would you suggest for oil and gas, and if its not too late to this party, what are you favourites going forward with an entry today.
Q: How would you rank the attractiveness of NPP314, NNRG, and the new Ninepoint Energy Income fund, and why? Are there any alternatives would you prefer for getting Energy exposure now, if so what? Thanks
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ARC Resources Ltd. (ARX $25.97)
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Tourmaline Oil Corp. (TOU $59.67)
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Parex Resources Inc. (PXT $18.03)
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Birchcliff Energy Ltd. (BIR $5.77)
Q: Can you please rank your top Canadian Natural Gas plays for overall growth in the next 12 months?
Q: I have been reading and listening to interviews about the idea of investing in carbon credits. Of course, there is some typical "going to the moon" hype associated with the narrative. However, the thesis is intriguing. Do you know of a carbon credit investment vehicle? Thanks.
Q: Hi 5i Team,
Could I please get your opinion on PSD and its latest quarter? What are your thoughts on it going forward in today's environment? Would you add to an existing position today?
Thank you for the great service!
Colin
Could I please get your opinion on PSD and its latest quarter? What are your thoughts on it going forward in today's environment? Would you add to an existing position today?
Thank you for the great service!
Colin
Q: What are your thoughts on International Petroleum Corp? It doesn't seem to get much attention compared to other oil & gas companies, but it's one of the top picks for another service I follow.
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Enbridge Inc. (ENB $66.77)
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TC Energy Corporation (TRP $73.93)
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Fortis Inc. (FTS $71.46)
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Emera Incorporated (EMA $68.61)
Q: Hello Peter,
I am assuming Enbridge and TC Energy are going up due to higher oil prices and fortis and emera are safer places to be. In the long run, should i move some monies from Enbridge and TC energy to Fortis or Emera as they may have higher pricing power going forward when negotiating new rates? Thanks very much
I am assuming Enbridge and TC Energy are going up due to higher oil prices and fortis and emera are safer places to be. In the long run, should i move some monies from Enbridge and TC energy to Fortis or Emera as they may have higher pricing power going forward when negotiating new rates? Thanks very much
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ARC Resources Ltd. (ARX $25.97)
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Whitecap Resources Inc. (WCP $10.51)
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Tamarack Valley Energy Ltd. (TVE $5.96)
Q: Hello Peter and team,
Any idea why Arc Resources and Whitecap are not participating to the same degree as other oil stocks like Tamarack Valley? On BNN, it was mentioned that if Arc is not re-rated, it could be a take out candidate. If so, what price would you think makes sense as takeover candidate? Much appreciated.
Any idea why Arc Resources and Whitecap are not participating to the same degree as other oil stocks like Tamarack Valley? On BNN, it was mentioned that if Arc is not re-rated, it could be a take out candidate. If so, what price would you think makes sense as takeover candidate? Much appreciated.
Q: Hello 5i,
Is it too late to buy Tamarack? It’s had a nice run.
Thanks for the advice.
Marc
Is it too late to buy Tamarack? It’s had a nice run.
Thanks for the advice.
Marc
Q: hi guy,s
Big drop in the price today as it had a TRADING HALT ! what was the reason.
I looked but no news
Thanks Gary
Big drop in the price today as it had a TRADING HALT ! what was the reason.
I looked but no news
Thanks Gary
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ConocoPhillips (COP $87.64)
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Marathon Oil Corporation (MRO)
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Occidental Petroleum Corporation (OXY $42.15)
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Vanguard Energy ETF (VDE $120.37)
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SPDR Oil & Gas Exploration and Production ETF (XOP $123.96)
Q: What are your favourite US oil and gas names and one ETF. Thanks and Greetings. Peter.
Q: Which one of these 2 companies (AQN + FTS) would you add on today?
And why?
Or not buy at all in this market.
Thank you.
And why?
Or not buy at all in this market.
Thank you.