Investment Q&A

Q: Would consider this company as a bond replacement in a sleepy business with dividend growth potential?? Buy ????
Thx

Q: We are down 65% with Enerplus. The stock has been in our portfolio a long time. It has recovered some this year and the dividend is over 5%. Should we move on with the partial recovery or is it worth keeping in our portfolio.

Q: I read today that there has been recent insider selling of AQN. In particular the Chief Legal Officer, Jennifer Tindale, selling off a large position. Would this concern you? I hold a small loss right now in a rather large position. At current selloff price would this be a buy/sell/hold in your recommendation?

Q: hi,
do you still guess there will be a rival bid for ipl?
when would you accept the 16.50 offer?
thanks for your help
jacques

Q: Hi team,
This company is very successful in the percentage of drilled wells, has paid of a large portion of it's debt, pays a healthy 6.2% dividend and is now being recommended as a very undervalued play by Motley fool, but who is being "fooled" as the stock price languishes? Would you recommend entering at this price for a two to three year hold?
Many thanks,
Jean

Q: As a recovery play, 3-5 year hold, how do you favour BP vs peers (dividend stability & capital appreciation). Also, do you see BP moving toward alternative/green forms of energy in a meaningful way to keep pace with the new world of green energy.
Thank you

Q: Hi team,
What are your thoughts on this companies latest quater? Their debt level has been reduced, the dividend yield is at 6% ,but the share price keeps sliding from week to week.Seems like a very cheap stock ,but what would be the catalysts for it's share price to appreciate and attract investors? Many thanks,
Jean

Q: what are your view of this stock today?

Q: Hello, and thank you, to all of the 5i Team for the insightful investment advice!
I will be selling some Pembina Pipeline shares within a year’s time frame. Do you see any short term upside for the PPL share price, or will they most likely encounter some resistance at the $40 level, and stay range bound without some major mover? Thanks in advance!
Rod

Q: What is your opinion of this company as a play on oil making a run to higher prices? Do you think their dividend will be reinstated any time soon? Thanks

Q: Good Morning 5i,
I would appreciate knowing your outlook for Gibson Energy (GEI). In the past couple of months there was an article in the Globe & Mail that there could be more to come on the M&A front. It listed several companies that could be up for sale and GEI was one. The article said that GEI management was looking out to improve shareholder value and company sale (not just assets) wasn't out of the question. Since then GEI has become the first energy company in North America to link it's credit facility to meeting sustainability objectives. The stock has not performed as well as other energy stocks during this time and I have continued to hold it for the potential takeover aspect. Do you consider a take over is possible and if so, what companies do you consider would be potential candidates to takeover GEI? Thanks

Q: I am rebalancing and need to add Material equities to my portfolio. Currently my only holding in that sector is MX:CA. Materials will represent 13% of the portfolio equal to my energy allotment. Generally speaking should I dispose of MX (because it is more or less energy focused)and start from scratch for sector investment? Can you provide some guidance on companies to check out? I have a 3-5 year horizon and like dividends.

Q: Any update on HPF? Thanks very much

Q: Hi team,
With the price of oil near 70$ ,would this be a good entry point to purchase this stock or is it fully valued?
Thank you,
Jean

Q: TWM just released first quarter results. They looked good to me but more importantly what do you think? Thank you.

Q: Peter; Thunking of switching from SDE to WCP - your comments please. Thanks. Rod

Q: What are your thoughts on this new ETF: NNRG? What do you think about the manager Eric Nuttall. What about the fees? Do you think it is a good way to get exposure to oil and gas? Or would you go with a couple of oil & gas stocks individually.
Thanks

Q: This company appears exceptionally well run and I was wondering if you could speak to the share buyback strategy employed by them or generally. Is it expected the buyback program will eventually lead to a squeeze on the share price pushing it higher or is it implemented to improve EPS and other metrics? Curious if there is a tipping point with buyback programs to propel the share price.

Q: Would you be a buyer of renewables now that they hit their lows?
Which ones are a long term hold between Brookfield renewable, Boralex , Northland Power

Q: Hi team,

How does it rank among your preferred utilities ? Why ?
Would you buy it now for good growth in a reasonable period of time ?
Have a good day,

Jacques IDS