skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: ENB and TRP comprise 100% of my energy exposure and about 4% of my portfolio. I am looking to reduce my exposure to ENB but find it hard to sell a stock that seems quite undervalued. Part of my concern is that I will be selling at the same time as all the ESG sensitive fund managers and sovereign wealth funds who are reducing holdings in anything related to “fossil fuels”. So a part of me says “be patient” because ENB could easily hit $50 by the end of the year when more of the pandemic is in the rear view mirror. Would you sell now or wait?

With the proceeds, I am looking to buy something with more growth, perhaps REAL which seems value priced right now, or SYZ which pays a decent dividend. Which of these two would give a better total return over the next ten years compared to ENB? Or would you even say “ignore the noise and stick with ENB because it’s a stronger blue chip company longer term”?
Read Answer Asked by David on February 04, 2021
Q: Can you give us your concensus on Suncor's quarter and outlook?
I have several hundred shares that average close to the present price.
Would you hold, sell a portion, or dump them all?
My feeling is with time they may climb back some, but it's risky with all the rush to green companies whether they've proven themselves or not.

thanks, Paul

Read Answer Asked by Paul on February 04, 2021
Q: The price of natural gas seems to be rising, particularly LNG in Asia. First question: Is that correct and, if so, is that the spot price or are long term contracts rising similarly? Does it indicate increasing demand?
If Altagas is primarily a utility involved in the transportation, processing, and use of gas, what is the company's net exposure to increasing gas prices, positive or negative?
Read Answer Asked by Larry on February 02, 2021
Q: Hi 5i-ers -
What would your 5 best prospects be for green energy companies and green mfg as well.
Thx & Stay safe - Doug
Read Answer Asked by DOUG on February 01, 2021
Q: Hi team,
What are your thoughts about the merger between WCP and Torc,should the merger go well? WCP's stock has been weak lately, but with oil prices improving ,should that add to the their bottom line and therefore drive their stock price higher? Thinking long term should one add to their position now?
Many thanks,
Jean
Read Answer Asked by Jean on February 01, 2021
Q: Thanks for your precious advise. I experience my best investment years since I enrolled with your service. Retired investor with a long term view (I hope LOL LOL) I currently own the above mentioned stocks and would like to increase marginally my weighting in energy. KEY and TOU have the most weight currently. All can be increased in weight but would rather add to 1 or 2 max. A mix of good dividend and capital appreciation is sought. Where would you go from here? I don't mind adding another company if need be for better diversification if needed. Please rank in terms of preference.

Thanks

Yves
Read Answer Asked by Yves on January 25, 2021
Q: I seem to have too many growth companies and thought of adding US utilities (or Canadian utilities that are inter-listed). I have tortured my data enough to confess to me that electric and other utilities can be smuggled into the portfolio as bond proxies. Bonds scare me; is my thinking flawed? Is it VERY wrong to think of utilities as bond proxies.. or just a LITTLE wrong? Like I said, I torture my data. Are there any US utilities with reasonable growth that you are able to suggest? Please include Canadian utilities that are listed in NY, especially if they have a renewables component. I would appreciate very much if you are able to rank your suggestions giving higher priority to share price appreciation.
Read Answer Asked by Adam on January 25, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!