Investment Q&A

Q: CPX accounts for 2.31% and AQN represents 4.63% of my unregistered portfolio. I was thinking of switching AQN into CPX or rebalancing so that each would be equal. Would there be another dividend producing utility that you would prefer over these two. I already own BEP(2.81%), BIP(2.23%), SPB(1.74%)and F(1.56%). Perhaps putting some of the AQN into one of the latter four mentioned? I do like the nice dividend that CPX provides. I am retired and have a decent pension and my portfolio is geared to dividend income.

Q: Which Canadian nat gas producers get a large % of their revenue from exports to the US market?

Q: What seems to have evolved from the Glasgow Climate Conference is the targeting methane gas. I have a small position in ANRG and am wondering if the latest news would warrant adding to it. In your sage opinion does the risk reward on this small cap look interesting?

Q: Following on from a 19 Oct question, you rated dividend safety as: NPI, BEPC, CPX, RNW, AQN.

The payout ratio (12 month rolling, based on operating cash flow) was then shown as: BEPC 90%, AQN 170%, CPX 22%, NPI 20%, RNW 90%.

From this it seems like a 12 month rolling ratio is not a strong surrgate to dividend safety. I was a bit surprised but maybe 12 months is just too short.

Anyway, if such is the case, what metrics guided the views on dividend safety?

Thanks

Q: The headline reads: AltaGas Announces Strong Third Quarter Results.

Are they?
Why doesn’t the market like it?
Shouldn’t ALA be picking up on price increases?

Q: Do you believe Nuttals hypothesis that the price of oil must rise?

At the recently inflated price of Whitecap, is it still a viable investment?

Is this sector too volatile or overpriced at present to jump in?

Q: I've held AQN far too long (2-3 years, down a few %) and let BEP go much to early (pre-split). Shall I sell my AQN and replace with BEP? Currently AQN is my only stock in that space and though frustrated, I feel over time it will perform. But the same can be said for BEP.

If you had one choice, what would it be.

Cam

Q: Could you please compare these energy stocks and advise if you have a preference between the 4 of these with an explanation. For a 1 to 2 year hold.
Thanks so much.

Q: Do you expect a pop when they release their financials.

Q: How would you rank these companies for prospects over longer term (say 5 years or more) measured by total expected return on stock.

Q: Following up on a question from Jerry the other day, with 75% of their production hedged, would the Athabasca share price become more predictable and less influenced by the prevailing price of oil? And if so, can you suggest what price of the shares might come to? Thank you for your excellent service.

Q: For energy exposure for the next 2 yrs or so which would you choose? Or, would you buy both? The other “conventional” energy names held are SU (recent) and VET (long time sufferer).

Thank you.

Q: hi 5i the fed is going to stop subsidizing the oil patch what will that mean to the pricing of these stocks.thanks brian w

Q: Hi Team,
With Suncor’s big moves on the dividend news, do you expect similar news from CNQ?

Which company do you prefer today?

Thank you!

Q: Parex has been recently lagging other oil and gas stocks. For the foreseeable future does stocks like WCP, TOU or ERF represent better upside opportunities .

Thank you for your excellent service

Raouf

Q: Hi 5i,
I hold NFI in a reg'd account where I endeavour to buy and hold. A while ago it was up nicely but then lost all its gains and more when the revised guidance came out. Now, with its recent soft recovery and dividends accounted for it's back in black, slightly.
I'm not optimistic about NFI's next couple of years and would like to see better capital gain and dividend income from the funds currently in NFI, and I'm considering WJX as a replacement. What do you think of this move and, if not WJX, can you suggest another one or two names for me to consider?
Much the same circumstances and question regarding AQN, which I think is somewhat stale these days and may be for a few years to come. I'm considering CPX as a replacement and would appreciate your opinion on that move, and your suggestions of one or two other than CPX if you think leaving AQN behind is wise but CPX might not be the answer.
Thanks and please deduct accordingly.
Peter

Q: Why has MTL not been as as strong as other companies in the sector?
where the latest results that bad?
If you had a choice would you prefer MTL over MCR for an energy play.
With the energy sector so hot,those stocks have to benefit some day.dont you think so?
What are the insider owner ships in MTL and MCR?

Q: I thought Imperial Oil had a great quarter but it's getting hammered by the market. What did I miss and what is your outlook here? Should I switch to a different oil stock?

Q: I’m thinking of expanding my energy holdings. I bought Whitecap a few months ago and have enjoyed a nice bump in value along with a solid dividend. I’m considering TVE, SU and/or ENB for a combo of dividend and SP appreciation. Could you please discuss the relative merits of each in a 1-2 year timeline. I’d definitely hold longer if the case can be made that green energy investment and ESG movements don’t derail fossil fuel companies from meeting existing market demand.

Q: Hi 5i
WCP report earnings today...How did they do in your opinion? Shares are down -3% so far..
What is their outlook going forward and if its looking OK at what price would be a decent entry point.
Thx
Jim