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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: I own ENB, FTS, and TRP but think I should position more into green/clean /renewable type energy companies. I do own AQN which I believe fits into the clean/renewable category. So I am thinking to sell one of ENB, FTS or TRP and replace it with a greener alternative. So which one would you sell and what would you buy to replace it with(can you provide more than one option)?
I would like to just take a moment to thank you all at 5i who have such a huge positive impact on my investing. Over the last few years, since signing up, you have given me so much more confidence in my ability to manage my own affairs. You are the perfect resource. There to lean on, answer my questions and point me in new directions and to new opportunities.
Read Answer Asked by David on January 08, 2021
Q: Hi 5i:

Great advice in2020! Wonderful service. I currently hold KL and ABX at @ 2.5% of portfolio. Looking to add a junior producer to increase my weighting. Which would you prefer from EQX, WDO and BTO and what advantage would it have over the other choices? In addition, having done well with TOU (2%), I would like to add to my gas position. My choice is ARX. Advice or other suggestions please. Existing positions and new purchases would be in TFSA. Please deduct form question credits as appropriate.

To staff and families at 5i - be safe and stay well and thank you.

Tom

Read Answer Asked by Tom on January 06, 2021
Q: Would you recommend ATCO for a 3 to 5 year hold or would Fortis or Emera be a better choice? Also, why has ATCO gone down so much in the past 6 months.

Thank-you.
Read Answer Asked by David M. on January 06, 2021
Q: What are your thoughts on oil supply and demand? I know you favour Parex and Suncor. Do you have a price deck you are working off, or oil and gas forecasts? With Brent and WTI at or above USD50, I would think there are some companies with a ton of operating leverage.

What companies have the most torque if oil goes to $60 this year?

Read Answer Asked by Bruce on January 06, 2021
Q: I continue to hold CPG long hoping for further recovery. Given the oil price seems to be holding a bit higher I am anticipating a continued ramping up of free cash flow and rising SP. Overall this has been a dog in my portfolio. Based on valuation metrics and the +$45 price of oil is a $10 target (mine) reasonable in the next year or two? Or would there have to be a significantly higher oil price to get that SP level? If the question is too specific general commentary is fine. Thank-you for your service. 2020 was my best year for investing, ever.
Calvin
Read Answer Asked by Calvin on January 04, 2021
Q: I know that you rate AQN highly, but why has this stock underperformed the others by like night and day in the last year. What is it that has held this stock back?. This has been a hot market for these stocks here in Canada and the USA.
Seasons Greetings
Read Answer Asked by eugene on December 30, 2020
Q: Both these are connected to Marathon Oil. Mplx pays about 12% dividends while Mplxp pays none.
Could you explain what these companies do?
Happy New Year.
Steve
Read Answer Asked by STEVE on December 30, 2020
Q: sorry to bother you and an answer next week ( still 2019 trading) would be fine. What do you think of AMRC? Less of a risk? Still for the risk tolerant?

Merry Christmas to all of you at 5i. I noticed a subscriber coming to your defense this morning and concur with his comments. There will always be detractors, as you know, but like the great Taylor Swift would advise, "shake it off". Our financial situation has greatly improved thanks largely to your advice. Have a great holiday.
Read Answer Asked by alex on December 29, 2020
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