Investment Q&A

Q: bir and tou have had a big run. Is it too late to add or do you think there is more upside to natural gas stoccks? If more upside which stock or stocks would be your preferred play?

Q: I am drastically under invested in utilities. I presently hold the following - each is under a 1% weighting - AQN, ACO, BIPC, BEPC, BEP.UN, CU, and Fortis. Which would you sell? Which would you add to? All are in corporate non reg acct. Also want to increase my US and International exposure. Is there a reason not to do it in this sector?
Would appreciate US and International companies you favour. 5 year hold.
Thank you.

Q: gas prices have been very strong the last several weeks

why is alv not participating in this rally

Q: What is 5i s thoughts on ALA as a hold or a sell as WTI closes in on $80!
I’m near even as a long term holder of the company. TY

Q: I have stayed away from energy, except for ENB and TC, which are pipelines.
Do you think there is more upside in the O & G stocks. If so what would you suggest?
Also the same goes for basic materials. I am not interested in gold. What would be your picks for basic materials.
Thanks for your service, I would be lost without it.
Shirley

Q: Do you agree this should be north of 25 dollars right now and institutional investing is hyper sensitive to the protests and won't touch it. They're waiting for guidance by the company before they make a move.

Cheers Steve

Q: Back in 2018 (seems so long ago) you described AOI as “It is setting up to be an interesting value proposition.”
Does this statement still hold true and are there other micro-oil & gas companies out there that might be worth a look? Thanks!

Q: Thanks for the wonderful work from the team. I am holding BRLXF since past 2 years. Have a good 100% gain. However in past 6 months its down significant from about $40 to $30. Do you still see a good growth potential for the stock or would you recommend something else in this sector. Holding period is long 5+ and comfortable with risk and volatility.
Also any recommendation on any ETF or something else where one can park cash component of the Portfolio. I hold about 10% of portfolio in cash to be deployed at times when market is over sold .

Q: With so many analysts being quite bullish on the price of oil in the coming months I was wondering if you could give me a few Canadian O&G company names, besides CNQ and SU, that are more oily than gassy? Thank you.

Q: Why are these renewable energy companies down so much from a year ago? Up 54% & 133% respectively incl. dividends. Are they keepers for long-term in RRSP?

Q: Given the near-term performance of the Utilities sector, it seems these are beginning to underperform the general market. Is the performance related to heightened concerns of pending rate hikes? If so, would it be appropriate to take a wait/see approach and to DCA in the sector over the next little while? Thank you.

Q: Current owner of NPP314 in my TFSA. I've been waiting for the assets under NNRG to get to a reasonable level prior to making the switch. The last time I looked, NPP314 had roughly $400M and NNRG had $1M. Last night I see NPP314 has $385M and NNRG has over $400M.

Does this match your search engine data? That's quite a jump....to go from roughly $400M combined to $800M combined! Would you agree that it now makes sense to make the switch to NNRG, now that it has a critical mass, along with cheaper fees?

Thanks for your help....Steve

Q: A recent article suggests that oil may hit $100/barrel sometime in 2022.

In your estimate, what impact would that have on SGY's share price?

Thanks!

Q: Do you think Surge Energy's latest acquisition, improved credit situation and increased production is positive for the share price? How many shares does Paul Colborne the President, own? He bought a ton at higher prices but hasn't lately at a lower valuation.
Finally, how much of a headwind are their hedges? I thought this stock would rocket at today's oil prices while acknowledging it's rise from 15 cents?
Thanks.

Q: Hi Gang, not too much info on this company, I took a position and its really taken off, please give me your thoughts on the company going forward.

Thanks
Anthony

Q: Good morning 5i.

Could I have you thoughts on Algonquin Power?
Would you consider it a buy,sell or hold at this time in a income portfolio?

Thank Steve

Q: I am looking to buy a renewable with a decent dividend for a non-registered account. Please let me know you rationale. Of these 3 , which one would you recommend? I understand that this sector has come down recently. Which one has the best upside in terms of valuation? If there are others that you would recommend please let me know.
Thanks

Q: I am seeing several places saying that the price of oil may continue to climb as demand increases with global economies reopening. Hearing the possibility of WTI oil going over $100 US per barrel, The O & G stocks have been the best performers on the TSX for a while now, but still look pretty cheap on a cash flow basis, and I am wondering about how much higher this sector will go if the oil price surge continues. Say an investor is holding a basket of Canadian O & G stocks, including some of the larger and some of the smaller companies. I am wondering what would be your estimate of the increase in price of that basket of stocks under each of the following 4 scenarios: by the end of 2022, WTI oil reaches $75, $85, $95, or $105. Assuming the WTI/WCS differential remains at roughly the current $13-14. Thanks.

Q: Can you please provide three names in the energy sector that have decent balance sheets and are highly levered to rising oil prices.

Aslo the same regarding ag companies levered to rising agricultural prices.

Thank you

Q: Given the current circumstances, would you, in an otherwise staid pipeline, bank, insurance company and MAW104-dominated portfolio put up to 5% in one of/a combination of these 3 stocks? How would you rank them, if so?