Q: I own BEP and BEPC in the same U.S. registered account and would like to consolidate. Is there an advantage in going one way or the other. My initial thought is to sell BEPC and buy more BEP . I would appreciate your thoughts.
Q: I keep watching and holding this stocks and other oil and gas stocks for a market re-rate due to cash flows. When viewing analysts expectations it would seem I'm not the only one. But is this becoming a potential value trap. What would it take to start moving this sector?
Q: Hello 5i team,
I would like to add more to ENB.
With the a new Line 3 pipeline to start moving oilsands crude to the US in October, will this move the stock upwards (new multi year high yesterday)? Is this potential for a dividend increase?
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: 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.