Investment Q&A

Q: Thinking of selling TRP and picking up PPL as I'm thinking it may have more opportunity for growth. Your thoughts on this are very much appreciated. I already have a full position of ENB

Q: What is your take on the recent share consolidation followed by a share split. Shareholders who held less than 2,100 common shares get paid out in cash.
Shares outstanding were significantly reduced from an already low level. Why was this done?

Q: Hello,
We need to increase our energy exposure. We already own the above two stocks. At this time would you add to one or the other or both?
Or would you sell either one to add something different?
Thank you

Q: If one were to buy one of the two named stocks, which one would you choose and why?

Q: Hello 5i, I notice that comments are made as to the takeover of Interpipe IPL relating to both BIP and BIPC as the take over company's. What is the relationship of BIP and BIPC as to who really will own IPL now. Also which company BIP or BIPC would look better to invest in. I was a IPL share owner and submitted my shares for the cash option.

Q: Could you compare FRU and TPZ in terms of payout/dividend sustainability, hedges, debt levels, any growth potential and royalty holdings in general. If you were to buy one, which would it be, and why. Alternative suggestions welcome.
Thank-you

Q: Bought CU over CPX because of long history and large capital program to move CPX off coal.
Surprised Alberta power rates are good given their economy is languishing. Which do you see as the better option going forward for steady income and likely dividend increases above inflation rate (unlike CU of late)? Thanks.

Q: We have 4 positions in SU; content to wait for the cumulative effect of cash flow and buybacks. There has been other advise given to us, to switch over to CNQ.
We have little knowledge of CNQ and such a move would require research. I don't want to do this homework, if it's a marginal idea to begin with.
Your help would be appreciated.

Q: Just wondering what your thoughts are on this company? Especially after the merger with Galaxy Resources? buy/sell/hold?

Thanks so much!

Q: I am looking to sell half of my shares in TRP can you name two stocks that would have more upside in this space.

Q: What metric(s) would you be looking at to determine if ENB's dividend is in danger? Can you please explain.

Q: I have a quarter postion in SU which is down. I would like add another quarter to it or start a CNQ position. May I have your thoughts on your suggestion(s)?

Q: Can you give me your opinion on this stock and the parent company tidewater midstream. Thanks Clare

Q: Greetings 5i,

I like VET. I think there is value here for the patient.

Can you please explain Vermilion's current HEDGE obligations. With oil prices recently higher than the current did they manage to get locked in to reasonable prices?

Secondly, on the company website it mentions a Sustanability transition and a geothermal project coming to fruition this fall. Will VET no longer be a O&G producer in the future? What are your thoughts on this.

Cheers!

Q: I really like their renewable, clean natural gas technology and I’m wondering if they are worth a 5 year investment?

Reading your past comments it looks like strong insider support but there remains a lot of risk.

I am okay with educated risk. Would you be an investor today or could you recommend a better option ?

Thanks for the great site

Q: Hello 5i I own 2000 shares of IPL and am confused with the 4 options that the shares must be submitted to in the BIPC 20.00 per share takeover. My cost is 24.00 per share. I think BIPC has room to appreciate in share price and there yield is around 3.5% what do you think about BIPC as an investment. So I have to maybe report a tax loss depending on the option I pick. Could you comment on each 4 options the pro's and cons. Also what is the clarification of "Eligible Electing Shareholders Only" which is stated in option's 3 and 4.

Q: Hi team. Sorry to say I am -74% on SGY, and -38% on CJ. Both in a non-registered acct. With the recent reverse stock split on SGY the stock would need to go to ~$12 to get me back to even? Needless to say I don't think that is going to happen any time soon and I am ready to capitulate.
On CJ, the stock has been moving in the right direction but would need to hit $5.32 for me just to break even. Both stocks together = ~2 .5% of total portfolio. If I were to sell both and move on would you have 2-3 recommendations to re-coup with both dividends and growth. I presently have ENB at 2.5% and WCP at .34% of portfolio. I must state that I bought both SGY and CJ before I joined 5i, wish I hadn't. Regardless, appreciate and need your help to move on. Cheers. Bill

Q: Hi all
Already own AQN. Looking to add another renewable play. Can you rank the above in terms of dividend safety and growth. Any others I have missed that you might include?
Thanks for your service!

Q: what is your view on this company? prospects for natural gas in North America ?

Q: I'm aware of the decision to dispose of their oil & gas holdings and coupled with the market sentiment, resulting in a substantial price drop. With that drop the dividend yield has increased substantially. My questions are regarding the dividend.

1) Did they also announce anything regarding the dividend (i.e., are they cutting it)?

2) If no announcements, is it sustainable at current levels?

3) If there were no announcements and it's sustainable, does that not signal to the market the high probability of price appreciation back to a more normal dividend yield resulting in an opportune time for a short-term trade or a long-term investment?

Thank you.