Investment Q&A

Q: Which would you rank higher for valuation and growth? Is there a large difference between valuation between these companies? Which is the better buy? Thanks

Q: Hello 5i Team
Using Nine Point Energy Fund as an example, when the company has three versions of a mutual fund (Series A, Series F and an ETF) how are the portfolios structured? Are the funds structured as three separate accounts (i.e. the portfolio manager purchases the same security in three separate accounts) or are the funds held in one common account (i.e. the portfolio manager purchases the a security in one account) and the returns/expenses calculated as proportional amounts?
Does either method have an impact on fees or the liquidity (using the example where the EFT version is smaller in value than the Series A or Series F) of the funds?
Thank you

Q: Hi,
Is it a good entry point with 5 year hold?

Thank you

Q: An analysts recently warned off on PPL. He cautioned that PPL using a reduction in dividends, might develop a planned but delayed refinery. Something along the lines of what IPL is doing with Heartland.
Would you trade all, some or any, of a long term and large percentage holding in PPL for TRP ?

Q: I am underweight the energy sector. I was planning to but TOU or CNQ for 5 year hold. Which would you recommend? Do you think investing in energy sector at this time is a good idea especially if one is underweight that sector?

Q: Now that energy stocks are recovering, what's your feelings on PSXP at this time?
Thanks

Q: Is there a reason for the significant drop in price today? Is this a buying opportunity?

Q: What is the reason for the sudden drop in price of the stock? The financials seem good and everyone likes it, so why the drop?
Thank you.

Q: David Berman published an interesting article on the need for a massive new infrastructure to supply electricity for the green revolution that is forthcoming. A great way to play this is with utility stocks. Do you believe in his theory?....it seems to make sense. Could you comment? And what are a few good stocks that would benefit if this theory plays out as he sees it? Thanks Ron

Q: I hold Eric's Energy Fund (NPP314) in my TFSA and have averaged down multiple times in the past. I understood I was probably catching a falling knife, but I believed in his expertise and was also building a position. Now I am up roughly 20% and believe there is more room for his Fund to run. NPP314 represents about 40% of my energy exposure. Most of the balance is held within my ETF exposures (CDZ, ZWC, etc.).

With the recent creation of Eric's ETF (NNRG), what do you recommend? Should I wait until the ETF has been around for a while (like you recommend for other new ETFs) or should I just switch now? What are the Pros vs Cons (aside from the 2.5% vs 1.5% fee that I see in the May 18/21 question)? Will the holdings be identical? Could you please add NNRG to your data base...thanks.

Thanks for your help...Steve

Q: Parex news reports. in addition to mentioning the impressive buyback program, have been referring to Columbian riots that have been impacting its ability to distribute its product. I don't anticipate any big insights on Columbian politics but has Parex released any news that might indicate whether the recent declines are more opportunity than "imminent collapse"?

Q: I own this stock because they are the lowest cost gas producer in Canada and I always thought LNG was a no brainer and would get built in B.C. Today only one facility looks like it will be completed and gas seems a lot less attractive without the possibility of LNG. Is it time to move on although gas stocks still seem cheap? This is my only energy stock. THANKYOU

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?