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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: Hi Team,
What to do with Meg shares? Was a headline on BNN yesterday touting there will likely be no other suitors for Meg for a higher offer. Do you agree with this ? I am currently up 8% on the shares. Do I continue to hold out for a higher offer or cash out? This was an arbitrage play for me.

Thanks ,
Shane
Read Answer Asked by Shane on June 19, 2025
Q: Mark Carney comes to power in Canada at challenging time. He seems to be a pragmatist and as such he brings certain values to that intersect with our energy sector. On the one hand he understands that Canada desperately needs money that can be garnered from the fossil fuel industry. On the other his history teaches us he believes in the development of the clean energy sector. I would like to build a portfolio of Canadian energy producers that would fit his beliefs. My question is, what Canadian energy companies would you buy and hold for his term in office that stand to benefit from his pragmatic leadership? I would like to buy a basket of at least 5 companies. I'm interested in both growth and dividend paying companies.
Read Answer Asked by Les on June 19, 2025
Q: Continuing with Adding Core Portfolio holdings. Energy Sector has EMAX (3.54), ENCC (1.23) & FRU (2.93) for 7.73% of my portfolio. (FRU I have traded many times). Any comments on the Energy Sector holdings?
Read Answer Asked by William on June 18, 2025
Q: Tsx was up yesterday so why did energy infrastructure stocks such as enb,key, ppl drop between1.5-2.3%?
Read Answer Asked by Terry on June 18, 2025
Q: There is a lot of bullishness on LNG the last year or more. I read recently about China, and a glut of LNG developing in the international markets. I don't see anything with how it may effect Canadian LNG markets. Could you comment on this and are you still bullish on LNG going forward. Do you see Tou.ca and Arc.ca as buys and what effects could the Global markets have on them. Thanks so much.
Read Answer Asked by Pat on June 16, 2025
Q: Morning,
Could I have your five favored Canadian and American oil industry service/infrastructure companies. Five year hold.
Thanks.
Read Answer Asked by Lawrence on June 16, 2025
Q: Superior over time had hovered in the $12 to $16 range. Lots of volatility in it's history.
In 2011 it dropped below $6 and again in 2024.From 2011 to 2014 it recovered to over $14
In 2025 it has bounced off that $6 range, and analysts are forecasting a target price around $10. I have read your recent posts saying their 2025 fiscal year estimates raised.
Two questions:
1) What fundamentally caused this recent dive down to sub $6 from near $16?
2) Given management has raised it's guidance, are the fundamentals improving and is the $10 target estimate from analysts justified?
Thanks
Read Answer Asked by Phil on June 12, 2025
Q: Hi 5i
These are held primarily for dividends and (expectations of) some growth. Would you keep both for their different growth drivers and dividends or lean towards ENB being larger/safer at this time?
Thanks
Read Answer Asked by mike on June 12, 2025