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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Any reason why the renewable stocks are so weak in 2021?
For example, BEP.UN dropped almost 14% since 1/01/2021, and most other renewable stocks are similarly depressed YTD. I know this sector was up substantially in 2020. What changed? Market sentiments, or due to some more tangible reasons? Thanks.
Read Answer Asked by Victor on April 29, 2021
Q: When Arc and Seven Gen merged, analysts were very positive on the merger, as was 5i. Credit agencies reinforced the positive vibes by giving a major rating upgrade. But the stock has subsequently dropped by some 10% in value and a significant short position hangs over the shares. What is holding back the share price and giving shorts so much interest? Thank you.
Read Answer Asked by JACK on April 28, 2021
Q: Any feedback on this junior oil and gas company who plan to drill in the Okavango Delta?
Read Answer Asked by Denis on April 28, 2021
Q: Supposing the US enacts an effective climate change policy, shouldn't gas do better than oil/coal/tarsands, etc? If so, who among Canadian energy processors/transporters should realize the greatest benefit?
Read Answer Asked by John on April 28, 2021
Q: Earth Day
Hi Team
I would like to make sure that part of my portfolio is invested in the planets future. Can you please give me a list or link to stocks that would play into this theme. Charge as many credits as needed.
Much thanks and Happy Earth Day
Read Answer Asked by El-ann on April 23, 2021
Q: Good morning,
I would be interested in looking at companies in the Canadian oil patch,i.e. small caps and mid-caps with a solid risk reward ratio and that would offer strong leverage to the price of oil.Warrants offer much leverage but don't seem to used much anymore by companies, why would that be? Many thanks ,
Jean
Read Answer Asked by Jean on April 23, 2021
Q: Canadian Natural Gas producers seem wildly undervalued (to me anyway...) Checking my thesis here: Natural Gas netbacks are showing 40% increases over last year, and 2020 was almost 80% higher than 2019. Carbon sequestration makes maximum sense as an alternative revenue stream, and it appears at least one company (AAV) is doing just that. Valuation multiples remain very low (which is fine if one is going to invest) but it remains puzzling to me. Am I missing something? Or are all hydrocarbon stocks being re-rated (lower) due to ESG concerns? Are O&G stocks the new "Tobacco" stocks (this reference may dates me somewhat...) Any high level thoughts here to help me in decision making?
Read Answer Asked by David on April 23, 2021
Q: I am considering either ENB or TRP as an income investment. Could you provide the dividend payout for each, and the percentage of gas vs oil in their pipelines. There is a lot of news about the potential closing of Enbridge line 5 in Michigan, and the affect on Canadians. But, what is the affect on the company? What percentage of their business depends on line 5 , and what are their alternatives if it is closed? Is TRP facing any similar challenges (aside from Keystone XL)? Which company do you prefer looking strictly at dividend sustainability and potential dividend growth?
Thank-you
Read Answer Asked by grant on April 22, 2021
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